DENVER WEALTH MANAGEMENT, INC.
Top Portfolio Positions
36 positions ·
$35,571,204 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
30,672 | $7,784,246 | 21.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,608 | $3,647,106 | 10.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,036 | $2,906,678 | 8.17% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
11,034 | $2,296,065 | 6.45% | |
| NVDA |
Nvidia Corp
Technology
|
10,840 | $1,890,496 | 5.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,017 | $1,445,746 | 4.06% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,493 | $1,298,522 | 3.65% | |
| SIVR |
abrdn Silver ETF Trust
|
18,054 | $1,292,846 | 3.63% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,903 | $954,767 | 2.68% | |
| O |
Realty Income Corp
Real Estate
|
14,954 | $914,885 | 2.57% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $656,937 | 14,241 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $605,100 | 14,241 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $542,012 | 14,241 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $532,260 | 16,307 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $493,470 | 16,001 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $414,265 | 16,001 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $315,431 | 12,146 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $278,872 | 12,146 | Shares | Sole | 2024-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||