Vista Private Wealth Partners
Latest statistics and disclosures from Denver PWM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHG, SCHM, SCHV, IBTF, SCHF, and represent 33.41% of Denver PWM's stock portfolio.
- Added to shares of these 10 stocks: SCHG (+$20M), HEFA (+$12M), IBTJ (+$12M), SCHM (+$10M), SCHV (+$9.4M), JAAA (+$7.9M), IJK (+$5.3M), SCHF, IBTI, SCHX.
- Started 87 new stock positions in CMCSA, ALB, CRWD, ATKR, BSJS, CVS, VTR, IHDG, STM, PLTR.
- Reduced shares in these 10 stocks: Ishares Ibonds Dec 2024 Term T (-$16M), FNDF (-$11M), IBHE (-$5.2M), SCHE, TOTL, BA, SCHO, BOND, SCHC, SMLF.
- Sold out of its positions in BIDU, DFAE, AAPU, EQT, FCX, KJAN, INTU, Ishares Ibonds Dec 2024 Term T, MAT, MRNA. NFLX, FNDF, SCHO, STR, SVIX.
- Denver PWM was a net buyer of stock by $55M.
- Denver PWM has $258M in assets under management (AUM), dropping by -1.86%.
- Central Index Key (CIK): 0001657980
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Portfolio Holdings for Denver PWM
Denver PWM holds 231 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 10.1 | $26M | +310% | 941k | 27.87 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 6.1 | $16M | +178% | 569k | 27.71 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 6.0 | $15M | +156% | 591k | 26.07 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 5.6 | $15M | +5% | 624k | 23.32 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.6 | $14M | +46% | 778k | 18.50 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 5.4 | $14M | -8% | 356k | 39.39 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 5.4 | $14M | +7% | 616k | 22.81 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 5.3 | $14M | +8% | 618k | 22.20 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 5.3 | $14M | +40% | 620k | 21.90 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 4.8 | $12M | NEW | 353k | 34.75 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 4.6 | $12M | NEW | 552k | 21.33 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.0 | $10M | 19k | 538.81 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.1 | $7.9M | NEW | 156k | 50.71 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 3.0 | $7.7M | -6% | 114k | 67.50 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 2.5 | $6.5M | -9% | 72k | 90.42 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 2.2 | $5.8M | +1134% | 64k | 90.93 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.8 | $4.6M | +190% | 197k | 23.18 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 1.6 | $4.2M | +62% | 66k | 63.30 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.2 | $3.1M | -9% | 33k | 92.59 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.0 | $2.6M | NEW | 47k | 55.45 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $2.6M | -3% | 29k | 88.40 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $2.2M | 3.8k | 588.62 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $2.2M | +95% | 84k | 25.86 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $2.1M | 30k | 70.28 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.8 | $2.1M | -12% | 74k | 28.67 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $2.1M | 27k | 75.61 |
|
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.8 | $2.0M | +14% | 33k | 62.04 |
|
| Ishares Tr Core Msci Pac (IPAC) | 0.7 | $1.9M | +16% | 31k | 61.10 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.7M | 3.3k | 511.17 |
|
|
| Oracle Corporation (ORCL) | 0.6 | $1.7M | 9.9k | 166.64 |
|
|
| NVIDIA Corporation (NVDA) | 0.6 | $1.5M | 11k | 134.29 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $1.0M | 7.5k | 139.34 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.0M | 3.2k | 322.12 |
|
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.4 | $1.0M | -83% | 43k | 23.20 |
|
| Apple (AAPL) | 0.3 | $892k | 3.6k | 250.44 |
|
|
| Microsoft Corporation (MSFT) | 0.3 | $799k | -3% | 1.9k | 421.51 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $714k | 3.0k | 240.25 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $677k | +190% | 30k | 22.70 |
|
| Tesla Motors (TSLA) | 0.2 | $631k | 1.6k | 403.84 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $494k | -3% | 2.2k | 220.92 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $470k | 9.8k | 47.82 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $354k | +2% | 6.8k | 52.22 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $310k | 1.7k | 187.48 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $310k | 1.8k | 169.32 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $307k | -5% | 4.1k | 74.01 |
|
| FedEx Corporation (FDX) | 0.1 | $295k | 1.0k | 281.33 |
|
|
| Amazon (AMZN) | 0.1 | $293k | -4% | 1.3k | 219.39 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $279k | 1.5k | 190.90 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $255k | +60% | 434.00 | 586.50 |
|
| Wal-Mart Stores (WMT) | 0.1 | $253k | -8% | 2.8k | 90.35 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $252k | -2% | 2.9k | 86.90 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $248k | -12% | 1.3k | 190.51 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $232k | -9% | 3.7k | 62.32 |
|
| Axon Enterprise (AXON) | 0.1 | $220k | -10% | 370.00 | 594.32 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $216k | +2% | 4.0k | 54.69 |
|
| salesforce (CRM) | 0.1 | $215k | -3% | 644.00 | 334.17 |
|
| Nike CL B (NKE) | 0.1 | $191k | 2.5k | 75.67 |
|
|
| Amgen (AMGN) | 0.1 | $174k | 668.00 | 260.59 |
|
|
| Walt Disney Company (DIS) | 0.1 | $162k | -10% | 1.5k | 111.35 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $151k | -6% | 244.00 | 620.68 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $149k | -17% | 623.00 | 239.55 |
|
| Meta Platforms Cl A (META) | 0.1 | $148k | -12% | 253.00 | 586.05 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.1 | $133k | 1.4k | 96.11 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $133k | 1.0k | 126.80 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $121k | +115% | 666.00 | 181.96 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $119k | -84% | 3.5k | 34.33 |
|
| Ge Aerospace Com New (GE) | 0.0 | $114k | -19% | 682.00 | 166.89 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $110k | 1.0k | 107.58 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $110k | 415.00 | 264.13 |
|
|
| Ge Vernova (GEV) | 0.0 | $103k | -29% | 314.00 | 328.93 |
|
| Jacobs Engineering Group (J) | 0.0 | $100k | 750.00 | 133.62 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $98k | -35% | 557.00 | 175.23 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $96k | -16% | 396.00 | 242.13 |
|
| Pfizer (PFE) | 0.0 | $91k | +14% | 3.4k | 26.53 |
|
| Paypal Holdings (PYPL) | 0.0 | $90k | NEW | 1.1k | 85.35 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $90k | 3.9k | 23.27 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $90k | 675.00 | 133.45 |
|
|
| Marvell Technology (MRVL) | 0.0 | $90k | -15% | 813.00 | 110.45 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $84k | -23% | 427.00 | 197.49 |
|
| Honeywell International (HON) | 0.0 | $84k | -4% | 372.00 | 226.19 |
|
| Biogen Idec (BIIB) | 0.0 | $82k | +43% | 538.00 | 152.92 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $81k | NEW | 1.0k | 78.18 |
|
| Xcel Energy (XEL) | 0.0 | $81k | 1.2k | 67.51 |
|
|
| Tyson Foods Cl A (TSN) | 0.0 | $79k | 1.4k | 57.43 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $78k | -14% | 1.6k | 47.82 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $77k | +71% | 173.00 | 444.68 |
|
| ConocoPhillips (COP) | 0.0 | $77k | 775.00 | 99.17 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $74k | 439.00 | 167.84 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $71k | 703.00 | 101.60 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $71k | 214.00 | 331.87 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $66k | 1.0k | 65.81 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $65k | -11% | 565.00 | 115.29 |
|
| Visa Com Cl A (V) | 0.0 | $64k | 203.00 | 315.89 |
|
|
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $63k | -24% | 849.00 | 74.05 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $61k | -4% | 1.0k | 60.30 |
|
| F5 Networks (FFIV) | 0.0 | $60k | -20% | 239.00 | 251.47 |
|
| Sweetgreen Com Cl A (SG) | 0.0 | $60k | NEW | 1.9k | 32.06 |
|
| Citigroup Com New (C) | 0.0 | $59k | -10% | 833.00 | 70.39 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $59k | 316.00 | 185.35 |
|
|
| Etsy (ETSY) | 0.0 | $58k | +36% | 1.1k | 52.89 |
|
| PIMCO Corporate Income Fund (PCN) | 0.0 | $56k | -18% | 4.2k | 13.42 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $56k | +172% | 2.5k | 22.40 |
|
| General Dynamics Corporation (GD) | 0.0 | $55k | NEW | 208.00 | 263.49 |
|
| BorgWarner (BWA) | 0.0 | $54k | -2% | 1.7k | 31.80 |
|
| Dow (DOW) | 0.0 | $54k | 1.3k | 40.13 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $53k | 282.00 | 189.03 |
|
|
| Compass Minerals International (CMP) | 0.0 | $53k | +25% | 4.7k | 11.25 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $52k | 266.00 | 195.83 |
|
|
| Uber Technologies (UBER) | 0.0 | $51k | -8% | 851.00 | 60.32 |
|
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.0 | $50k | NEW | 2.3k | 21.68 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $48k | +9% | 1.3k | 38.34 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $46k | 137.00 | 334.01 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $44k | -19% | 57.00 | 774.39 |
|
| Qualcomm (QCOM) | 0.0 | $44k | 285.00 | 153.62 |
|
|
| Matador Resources (MTDR) | 0.0 | $43k | 757.00 | 56.29 |
|
|
| Olin Corp Com Par $1 (OLN) | 0.0 | $42k | 1.3k | 33.80 |
|
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| Pepsi (PEP) | 0.0 | $42k | 273.00 | 152.06 |
|
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| Micron Technology (MU) | 0.0 | $39k | 463.00 | 84.21 |
|
|
| Coca-Cola Company (KO) | 0.0 | $36k | -26% | 577.00 | 62.28 |
|
| Intel Corporation (INTC) | 0.0 | $36k | -93% | 1.8k | 20.05 |
|
| Aberdeen Income Cred Strat (ACP) | 0.0 | $36k | +3% | 6.0k | 5.97 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $33k | NEW | 113.00 | 289.81 |
|
| Kinder Morgan (KMI) | 0.0 | $32k | +2% | 1.2k | 27.39 |
|
| Doordash Cl A (DASH) | 0.0 | $30k | NEW | 179.00 | 167.75 |
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| Ishares Tr Ibonds 2026 Term (IBHF) | 0.0 | $29k | -78% | 1.3k | 23.16 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $29k | NEW | 222.00 | 131.29 |
|
| Intercontinental Exchange (ICE) | 0.0 | $29k | -2% | 195.00 | 148.97 |
|
| Broadcom (AVGO) | 0.0 | $29k | +2% | 123.00 | 231.86 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $28k | NEW | 82.00 | 342.17 |
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| Dupont De Nemours (DD) | 0.0 | $27k | 348.00 | 76.18 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $25k | -45% | 210.00 | 120.79 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.0 | $25k | NEW | 516.00 | 49.14 |
|
| Pimco Equity Ser Rafi Esg Us (RAFE) | 0.0 | $25k | 684.00 | 36.38 |
|
|
| Dutch Bros Cl A (BROS) | 0.0 | $25k | -17% | 475.00 | 52.38 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $23k | 100.00 | 231.15 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $23k | +66% | 524.00 | 43.93 |
|
| Flutter Entmt SHS (FLUT) | 0.0 | $23k | NEW | 87.00 | 258.46 |
|
| Dbx Etf Tr Xtrackers Msci (EASG) | 0.0 | $20k | 684.00 | 29.32 |
|
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $20k | 570.00 | 34.81 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $20k | 188.00 | 104.72 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $19k | -94% | 835.00 | 23.07 |
|
| Cme (CME) | 0.0 | $19k | NEW | 80.00 | 232.24 |
|
| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $18k | NEW | 803.00 | 22.78 |
|
| Vistra Energy (VST) | 0.0 | $18k | NEW | 130.00 | 137.88 |
|
| Constellation Energy (CEG) | 0.0 | $18k | NEW | 80.00 | 223.71 |
|
| Workday Cl A (WDAY) | 0.0 | $18k | NEW | 68.00 | 258.04 |
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| Progressive Corporation (PGR) | 0.0 | $18k | 73.00 | 239.62 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $17k | -21% | 461.00 | 37.20 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $17k | 196.00 | 85.76 |
|
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| Global X Fds Artificial Etf (AIQ) | 0.0 | $16k | NEW | 425.00 | 38.64 |
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| Amentum Holdings (AMTM) | 0.0 | $16k | 750.00 | 21.03 |
|
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| Merck & Co (MRK) | 0.0 | $15k | -49% | 153.00 | 99.48 |
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| Cardinal Health (CAH) | 0.0 | $15k | 126.00 | 117.94 |
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| UnitedHealth (UNH) | 0.0 | $14k | 27.00 | 505.89 |
|
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $13k | NEW | 100.00 | 129.34 |
|
| Edwards Lifesciences (EW) | 0.0 | $11k | NEW | 150.00 | 74.03 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $11k | -25% | 120.00 | 92.08 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $11k | 130.00 | 84.75 |
|
|
| Dbx Etf Tr Xtrackers Msci E (EMCS) | 0.0 | $10k | 393.00 | 26.13 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $9.8k | -97% | 268.00 | 36.39 |
|
| Peakstone Realty Trust Common Shares (PKST) | 0.0 | $9.2k | 831.00 | 11.07 |
|
|
| TJX Companies (TJX) | 0.0 | $8.9k | NEW | 74.00 | 120.81 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $8.8k | NEW | 24.00 | 366.08 |
|
| Spdr Ser Tr Russell Yield (ONEY) | 0.0 | $8.7k | NEW | 80.00 | 108.88 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $8.3k | NEW | 198.00 | 41.95 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $8.2k | NEW | 70.00 | 117.49 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $7.3k | NEW | 300.00 | 24.18 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $7.2k | NEW | 17.00 | 424.88 |
|
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $6.8k | NEW | 323.00 | 21.10 |
|
| Block Cl A (SQ) | 0.0 | $6.6k | -70% | 78.00 | 85.00 |
|
| Dex (DXCM) | 0.0 | $6.5k | NEW | 84.00 | 77.77 |
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| Ventas (VTR) | 0.0 | $6.2k | NEW | 105.00 | 58.70 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $5.8k | NEW | 56.00 | 103.30 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $5.7k | NEW | 108.00 | 53.06 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $5.7k | NEW | 53.00 | 107.70 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $4.9k | NEW | 65.00 | 75.63 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $4.6k | NEW | 100.00 | 46.29 |
|
| Chevron Corporation (CVX) | 0.0 | $4.3k | -68% | 30.00 | 144.87 |
|
| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.0 | $4.2k | -57% | 63.00 | 66.84 |
|
| Atkore Intl (ATKR) | 0.0 | $3.8k | NEW | 45.00 | 83.47 |
|
| Tilray (TLRY) | 0.0 | $3.6k | NEW | 2.7k | 1.33 |
|
| Boeing Company (BA) | 0.0 | $3.5k | -99% | 20.00 | 177.00 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $3.4k | -80% | 54.00 | 63.52 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $3.4k | NEW | 50.00 | 67.46 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $3.3k | NEW | 13.00 | 253.69 |
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $3.2k | NEW | 78.00 | 40.59 |
|
| Proshares Tr Shrt Rl Est Fd (REK) | 0.0 | $3.0k | NEW | 172.00 | 17.46 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $3.0k | NEW | 79.00 | 37.61 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $2.7k | -99% | 103.00 | 26.54 |
|
| Genuine Parts Company (GPC) | 0.0 | $2.4k | NEW | 20.00 | 118.45 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $2.3k | NEW | 22.00 | 103.41 |
|
| Proshares Tr Short Financials | 0.0 | $2.3k | NEW | 64.00 | 35.45 |
|
| Ishares Tr Residential Mult (REZ) | 0.0 | $2.2k | NEW | 27.00 | 81.04 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $2.0k | NEW | 33.00 | 60.52 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $1.7k | NEW | 67.00 | 24.97 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $1.7k | NEW | 38.00 | 43.47 |
|
| Denali Therapeutics (DNLI) | 0.0 | $1.6k | NEW | 80.00 | 20.39 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $1.4k | NEW | 45.00 | 30.73 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.3k | NEW | 22.00 | 58.95 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $1.1k | NEW | 50.00 | 21.16 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $1.0k | NEW | 22.00 | 45.59 |
|
| Dbx Etf Tr Xtrack Msci Japn (DBJP) | 0.0 | $983.999900 | NEW | 13.00 | 75.69 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $948.000600 | NEW | 18.00 | 52.67 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $918.000000 | NEW | 1.00 | 918.00 |
|
| American Express Company (AXP) | 0.0 | $891.000000 | NEW | 3.00 | 297.00 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $849.000000 | NEW | 25.00 | 33.96 |
|
| Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.0 | $782.999500 | NEW | 19.00 | 41.21 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $744.999900 | NEW | 3.00 | 248.33 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $745.000000 | NEW | 10.00 | 74.50 |
|
| American Tower Reit (AMT) | 0.0 | $551.000100 | NEW | 3.00 | 183.67 |
|
| Listed Fd Tr Roundhill Magnif (MAGS) | 0.0 | $547.000000 | NEW | 10.00 | 54.70 |
|
| Abbvie (ABBV) | 0.0 | $534.000000 | NEW | 3.00 | 178.00 |
|
| Discover Financial Services (DFS) | 0.0 | $522.000000 | NEW | 3.00 | 174.00 |
|
| Chewy Cl A (CHWY) | 0.0 | $502.999500 | NEW | 15.00 | 33.53 |
|
| Hldgs (UAL) | 0.0 | $486.000000 | NEW | 5.00 | 97.20 |
|
| DaVita (DVA) | 0.0 | $449.000100 | NEW | 3.00 | 149.67 |
|
| Skyworks Solutions (SWKS) | 0.0 | $447.000000 | NEW | 5.00 | 89.40 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $429.000000 | NEW | 3.00 | 143.00 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $405.000000 | NEW | 9.00 | 45.00 |
|
| Home Depot (HD) | 0.0 | $392.000000 | NEW | 1.00 | 392.00 |
|
| Crown Castle Intl (CCI) | 0.0 | $370.000000 | NEW | 4.00 | 92.50 |
|
| Albemarle Corporation (ALB) | 0.0 | $345.000000 | NEW | 4.00 | 86.25 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $340.000000 | NEW | 4.00 | 85.00 |
|
| Bp Prudhoe Bay Rty Tr Unit Ben Int (BPT) | 0.0 | $301.020300 | NEW | 567.00 | 0.53 |
|
| Johnson & Johnson (JNJ) | 0.0 | $292.000000 | NEW | 2.00 | 146.00 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $280.000000 | NEW | 1.00 | 280.00 |
|
| Starbucks Corporation (SBUX) | 0.0 | $276.000000 | NEW | 3.00 | 92.00 |
|
| Varonis Sys (VRNS) | 0.0 | $267.000000 | NEW | 6.00 | 44.50 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $201.000000 | NEW | 4.00 | 50.25 |
|
| Lyft Cl A Com (LYFT) | 0.0 | $39.000000 | NEW | 3.00 | 13.00 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $23.000000 | NEW | 2.00 | 11.50 |
|
Past Filings by Denver PWM
SEC 13F filings are viewable for Denver PWM going back to 2017
- Denver PWM 2024 Q4 filed Feb. 4, 2025
- Denver PWM 2024 Q3 restated filed Dec. 3, 2024
- Denver PWM 2024 Q3 filed Oct. 31, 2024
- Denver PWM 2024 Q2 filed Aug. 5, 2024
- Denver PWM 2024 Q1 filed May 14, 2024
- Vista Private Wealth Partners 2023 Q3 filed Oct. 11, 2023
- Vista Private Wealth Partners 2023 Q2 filed July 18, 2023
- Vista Private Wealth Partners 2023 Q1 filed May 9, 2023
- Vista Private Wealth Partners 2022 Q4 filed Jan. 13, 2023
- Vista Private Wealth Partners 2022 Q3 filed Oct. 13, 2022
- Vista Private Wealth Partners 2022 Q2 filed July 13, 2022
- Vista Private Wealth Partners 2022 Q1 filed April 13, 2022
- Vista Private Wealth Partners 2021 Q4 filed Jan. 19, 2022
- Vista Private Wealth Partners 2021 Q3 filed Oct. 13, 2021
- Vista Private Wealth Partners 2021 Q2 filed July 14, 2021
- Vista Private Wealth Partners 2021 Q1 filed April 14, 2021