DENVER WEALTH MANAGEMENT, INC.
CIK
1909800
City
DENVER
State / Country
CO
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 EVT
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $589,887 | 24,028 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $552,247 | 21,932 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $538,951 | 22,043 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $546,804 | 22,689 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $539,421 | 23,181 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $561,206 | 23,335 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $570,536 | 23,108 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $577,778 | 24,808 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $641,660 | 27,189 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $611,385 | 27,478 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $643,702 | 30,392 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $693,442 | 30,481 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $680,086 | 30,079 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $676,088 | 29,653 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $581,725 | 26,746 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $629,977 | 26,392 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $801,112 | 26,892 | Shares | Sole | 2022-02-17 | |
| 2021-03-31 | $693,317 | 26,392 | Shares | Sole | 2022-04-26 | |
| No 13F history on record for this holder in this stock. | ||||||