0001909800-22-000002.txt : 20220217
0001909800-22-000002.hdr.sgml : 20220217
20220217163323
ACCESSION NUMBER: 0001909800-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220217
DATE AS OF CHANGE: 20220217
EFFECTIVENESS DATE: 20220217
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: DENVER WEALTH MANAGEMENT, INC.
CENTRAL INDEX KEY: 0001909800
IRS NUMBER: 813446365
STATE OF INCORPORATION: CO
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22277
FILM NUMBER: 22648633
BUSINESS ADDRESS:
STREET 1: 5299 DTC BLVD
STREET 2: SUITE 1350
CITY: GREENWOOD VILLAGE
STATE: CO
ZIP: 80999
BUSINESS PHONE: (303) 261-8015
MAIL ADDRESS:
STREET 1: 5299 DTC BLVD
STREET 2: SUITE 1350
CITY: GREENWOOD VILLAGE
STATE: CO
ZIP: 80999
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001909800
XXXXXXXX
12-31-2021
12-31-2021
DENVER WEALTH MANAGEMENT, INC.
5299 DTC BLVD
SUITE 1350
GREENWOOD VILLAGE
CO
80999
13F HOLDINGS REPORT
028-22277
N
BRYSON BRADEN
Chief Compliance Officer
(303) 261-8015
BRYSON BRADEN
GREENWOOD VILLAGE
CO
02-17-2022
0
43
104178
false
INFORMATION TABLE
2
dwmq42021.xml
NUVEEN PREFERRED
MF Closed and MF Open
67072C105
117
12000
SH
SOLE
0
0
12000
MFS INVESTMENT
MF Closed and MF Open
59318B108
167
16232
SH
SOLE
0
0
16232
ISHARES CORE
MF Closed and MF Open
464287507
223
788
SH
SOLE
0
0
788
ISHARES U S
MF Closed and MF Open
464288687
228
5786
SH
SOLE
0
0
5786
MERCADOLIBRE INC
Common Stock
58733R102
235
174
SH
SOLE
0
0
174
CHEVRON CORP
Common Stock
166764100
240
2042
SH
SOLE
0
0
2042
EXXON MOBIL
Common Stock
30231G102
247
4031
SH
SOLE
0
0
4031
WELLS FARGO
Common Stock
949746101
254
5300
SH
SOLE
0
0
5300
VANGUARD DIVIDEND
MF Closed and MF Open
921908844
258
1500
SH
SOLE
0
0
1500
MASTERCARD INC
Common Stock
57636Q104
287
800
SH
SOLE
0
0
800
TYSON FOODS
Common Stock
902494103
299
3434
SH
SOLE
0
0
3434
JPMORGAN CHASE
Common Stock
46625H100
316
1995
SH
SOLE
0
0
1995
ISHARES CORE
MF Closed and MF Open
464287150
334
3120
SH
SOLE
0
0
3120
ETF CHANGE
MF Closed and MF Open
26922A560
382
10906
SH
SOLE
0
0
10906
SELECT SECTOR
MF Closed and MF Open
81369Y860
391
7548
SH
SOLE
0
0
7548
INTEL CORP
Common Stock
458140100
403
7825
SH
SOLE
0
0
7825
PROSHARES TRUST
MF Closed and MF Open
74348A467
407
4144
SH
SOLE
0
0
4144
BERKSHIRE HATHAWAY
Common Stock
084670702
418
1398
SH
SOLE
0
0
1398
EATON VANCE
MF Closed and MF Open
27828S101
434
19086
SH
SOLE
0
0
19086
SPDR PORTFOLIO
MF Closed and MF Open
78464A847
434
8728
SH
SOLE
0
0
8728
MICROSOFT CORP
Common Stock
594918104
437
1300
SH
SOLE
0
0
1300
SPDR S&P
MF Closed and MF Open
78467Y107
444
858
SH
SOLE
0
0
858
STARBUCKS CORP
Common Stock
855244109
537
4593
SH
SOLE
0
0
4593
VANGUARD GROWTH
MF Closed and MF Open
922908736
671
2090
SH
SOLE
0
0
2090
INVESCO RUSSELL
MF Closed and MF Open
46138J619
783
15444
SH
SOLE
0
0
15444
PFIZER INC
Common Stock
717081103
785
13299
SH
SOLE
0
0
13299
EATON VANCE
MF Closed and MF Open
27828G107
801
26892
SH
SOLE
0
0
26892
REALTY INCOME
Common Stock
756109104
900
12568
SH
SOLE
0
0
12568
COSTCO WHOLESALE
Common Stock
22160K105
1269
2235
SH
SOLE
0
0
2235
AMAZON COM
Common Stock
023135106
1851
555
SH
SOLE
0
0
555
FIRST TRUST
MF Closed and MF Open
33734H106
2157
50106
SH
SOLE
0
0
50106
SPDR SERIES
MF Closed and MF Open
78464A300
3044
35926
SH
SOLE
0
0
35926
HOME DEPOT
Common Stock
437076102
3076
7412
SH
SOLE
0
0
7412
INVESCO QQQ
MF Closed and MF Open
46090E103
3396
8536
SH
SOLE
0
0
8536
SPDR S&P
MF Closed and MF Open
78462F103
3777
7952
SH
SOLE
0
0
7952
APPLE INC
Common Stock
037833100
6287
35405
SH
SOLE
0
0
35405
SPDR PORTFOLIO
MF Closed and MF Open
78464A854
6332
113415
SH
SOLE
0
0
113415
SELECT UTILITIES
MF Closed and MF Open
81369Y886
6752
94331
SH
SOLE
0
0
94331
INVESCO NASDAQ
MF Closed and MF Open
46138G649
7058
43153
SH
SOLE
0
0
43153
SPDR SERIES
MF Closed and MF Open
78464A763
8491
65759
SH
SOLE
0
0
65759
SPDR DOW
MF Closed and MF Open
78467X109
8870
24415
SH
SOLE
0
0
24415
FIRST TRUST
MF Closed and MF Open
33738R506
9579
184959
SH
SOLE
0
0
184959
ISHARES RUSSELL
MF Closed and MF Open
464287614
20807
68087
SH
SOLE
0
0
68087