Top 50 Denver Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 20.34% | 772.5K | $59.1M | +1.45%(+11.02K) | $54.13(+61.41%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 17.75% | 217.1K | $51.6M | +2.26%(+4.80K) | $163.86(+79.52%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 6.65% | 168.3K | $19.3M | +5.44%(+8.69K) | $82.06(+52.41%) | 2026-03-31 | |
| IWF | ISHARES TR | 5.22% | 35.6K | $15.2M | +3.51%(+1.21K) | $309.73(-59.87%) | 2026-03-31 | |
| IDEQ | LAZARD ACTIVE ETF TR | 4.71% | 431.0K | $13.7M | new | $31.05(+12.69%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.74% | 159.3K | $10.9M | +6.32%(+9.47K) | $48.15(+53.47%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.7% | 138.8K | $7.9M | -4.56%(-6.63K) | $49.34(+21.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.68% | 30.7K | $7.8M | -1.70%(-531) | $132.87(+124.93%) | 2026-03-31 | |
| RSPU | INVESCO EXCHANGE TRADED FD T | 2.61% | 93.6K | $7.6M | -1.66%(-1.58K) | $72.94(+7.79%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.5% | 70.3K | $7.3M | +4.89%(+3.28K) | $101.12(+7.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.13% | +44.77% |
| Top 20 Holdings Unweighted | +10.97% | +36.66% |
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