DENVER WEALTH MANAGEMENT, INC.
Q4 2024 13F Holdings
- Locationdenver, CO
- Num holdings
82
- Value ($000)
$222,077
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001909800
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $50.92M | 23 % | 738,657 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $32.49M | 15 % | 154,365 | ||
RWL INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | $14.32M | 6 % | 146,281 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $13.01M | 6 % | 32,402 | ||
AAPL APPLE INC | COM | 037833100 | $8.27M | 4 % | 33,013 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $8.16M | 4 % | 160,863 | ||
TBIL RBB FD INC | US TREAS 3 MNTH | 74933W452 | $7.59M | 3 % | 152,128 | ||
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.34M | 3 % | 124,146 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $6.66M | 3 % | 130,306 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $6.23M | 3 % | 70,841 |
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