DENVER WEALTH MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$216M
Signature - Title
Bryson Braden - Chief Compliance Officer
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by DENVER WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DENVER WEALTH MANAGEMENT, INC. reported 87 stock holdings with total value $216M as of Q3 2024. Top holdings included SPLG, QQQM, RWL, IWF, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 87 $216M +$10.7M -$4.42M +$6.24M SPLG, QQQM, RWL, IWF, AAPL 13F-HR 10/21/2024, 09:19 AM
Q2 2024 83 $200M +$5.86M -$7.92M -$2.06M SPLG, QQQM, RWL, IWF, AAPL 13F-HR 7/19/2024, 07:43 PM
Q1 2024 80 $196M +$37.1M -$28M +$9.05M SPLG, QQQM, RWL, IWF, RDVY 13F-HR 4/18/2024, 11:53 AM
Q4 2023 75 $177M +$11.9M -$4.19M +$7.66M SPLG, QQQM, SDY, RWL, SLYG 13F-HR 1/23/2024, 10:51 AM
Q3 2023 71 $155M +$20.8M -$3.63M +$17.2M SPLG, QQQM, SDY, TBIL, RWL 13F-HR 10/24/2023, 05:25 PM
Q2 2023 71 $143M +$8.54M -$16.8M -$8.24M QQQM, SPLG, SDY, AAPL, SLYG 13F-HR 7/17/2023, 02:50 PM
Q1 2023 80 $144M +$20.3M -$17.1M +$3.23M QQQM, SPLG, SDY, SLYG, AAPL 13F-HR 5/4/2023, 03:41 PM
Q4 2022 71 $134M +$26.2M -$4.09M +$22.1M SPLG, QQQM, SDY, SLYG, RDVY 13F-HR 1/27/2023, 05:28 PM
Q3 2022 51 $106M +$18.5M -$4.51M +$14M QQQM, SPLG, SDY, XLU, RDVY 13F-HR 11/8/2022, 11:16 AM
Q2 2022 53 $95.8M +$33.8M -$20.3M +$13.4M QQQM, SPLG, SDY, RDVY, XLU 13F-HR 8/11/2022, 11:42 AM
Q4 2021 43 $104M $0 $0 IWF, RDVY, DIA, SDY, QQQM 13F-HR 2/17/2022, 04:33 PM
Q1 2021 46 $84.8M $0 $0 QQQM, RDVY, SDY, XLU, IWF 13F-HR 4/26/2022, 05:05 PM