DENVER WEALTH MANAGEMENT, INC.
Q1 2025 13F Holdings
- Locationdenver, CO
- Num holdings
87
- Value ($000)
$219,274
- Date Filed04/22/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $48.94 M | 22 % | 744,213 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $30.97 M | 14 % | 160,441 | ||
RWL INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | $14.12 M | 6 % | 142,149 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $11.65 M | 5 % | 229,694 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $11.59 M | 5 % | 32,097 | ||
TBIL RBB FD INC | US TREAS 3 MNTH | 74933W452 | $7.85 M | 4 % | 156,952 | ||
AAPL APPLE INC | COM | 037833100 | $7.28 M | 3 % | 32,762 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.24 M | 3 % | 123,630 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $7.08 M | 3 % | 138,540 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $5.68 M | 3 % | 38,886 |
Rows Per Page
10
- 10
- 50
- 100