0001909800-22-000003.txt : 20220426 0001909800-22-000003.hdr.sgml : 20220426 20220426170517 ACCESSION NUMBER: 0001909800-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20220426 DATE AS OF CHANGE: 20220426 EFFECTIVENESS DATE: 20220426 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: 22855236 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 03-31-2021 03-31-2021 DENVER WEALTH MANAGEMENT, INC.
5299 DTC BLVD SUITE 1350 GREENWOOD VILLAGE CO 80999
13F HOLDINGS REPORT 028-22277 N
Bryson B. Braden Chief Compliance Officer (303) 261-8015 Bryson B. Braden Greenwood Village CO 04-26-2022 0 47 94850 false
INFORMATION TABLE 2 dwmq12022.xml AMAZON COM Common Stock 023135106 1040 319 SH SOLE 0 0 319 APPLE INC Common Stock 037833100 5797 33201 SH SOLE 0 0 33201 BERKSHIRE HATHAWAY Common Stock 084670702 503 1426 SH SOLE 0 0 1426 CHEVRON CORP Common Stock 166764100 310 1906 SH SOLE 0 0 1906 HOME DEPOT Common Stock 437076102 2168 7244 SH SOLE 0 0 7244 INTEL CORP Common Stock 458140100 391 7879 SH SOLE 0 0 7879 ISHARES CORE MF Closed and MF Open 464287150 315 3120 SH SOLE 0 0 3120 ISHARES CORE MF Closed and MF Open 464287507 225 838 SH SOLE 0 0 838 ISHARES RUSSELL MF Closed and MF Open 464287614 7177 25850 SH SOLE 0 0 25850 ISHARES MSCI MF Closed and MF Open 464288240 1728 33059 SH SOLE 0 0 33059 ISHARES U S MF Closed and MF Open 464288687 224 6138 SH SOLE 0 0 6138 MICROSOFT CORP Common Stock 594918104 399 1293 SH SOLE 0 0 1293 PFIZER INC Common Stock 717081103 689 13304 SH SOLE 0 0 13304 PHILLIPS 66 Common Stock 718546104 201 2324 SH SOLE 0 0 2324 REALTY INCOME Common Stock 756109104 844 12174 SH SOLE 0 0 12174 TYSON FOODS Common Stock 902494103 308 3435 SH SOLE 0 0 3435 VANGUARD DIVIDEND MF Closed and MF Open 921908844 243 1500 SH SOLE 0 0 1500 VANGUARD GROWTH MF Closed and MF Open 922908736 590 2053 SH SOLE 0 0 2053 WELLS FARGO Common Stock 949746101 257 5300 SH SOLE 0 0 5300 INVESCO QQQ MF Closed and MF Open 46090E103 2935 8095 SH SOLE 0 0 8095 CONOCOPHILLIPS Common Stock 20825C104 247 2468 SH SOLE 0 0 2468 COSTCO WHOLESALE Common Stock 22160K105 405 704 SH SOLE 0 0 704 EATON VANCE MF Closed and MF Open 27828G107 765 26392 SH SOLE 0 0 26392 EATON VANCE MF Closed and MF Open 27828S101 393 19086 SH SOLE 0 0 19086 EXXON MOBIL Common Stock 30231G102 443 5368 SH SOLE 0 0 5368 FIRST TRUST MF Closed and MF Open 33734H106 2086 49318 SH SOLE 0 0 49318 FIRST TRUST MF Closed and MF Open 33738R506 9121 186151 SH SOLE 0 0 186151 INVESCO NASDAQ MF Closed and MF Open 46138G649 11730 78739 SH SOLE 0 0 78739 INVESCO S&P MF Closed and MF Open 46138G664 1066 8887 SH SOLE 0 0 8887 INVESCO S&P MF Closed and MF Open 46138G698 4539 56267 SH SOLE 0 0 56267 INVESCO RUSSELL MF Closed and MF Open 46138J619 786 16509 SH SOLE 0 0 16509 JPMORGAN CHASE Common Stock 46625H100 238 1749 SH SOLE 0 0 1749 MASTERCARD INC Common Stock 57636Q104 276 771 SH SOLE 0 0 771 MFS INVESTMENT MF Closed and MF Open 59318B108 132 15459 SH SOLE 0 0 15459 PROSHARES TRUST MF Closed and MF Open 74348A467 393 4144 SH SOLE 0 0 4144 SPDR S&P MF Closed and MF Open 78462F103 2787 6172 SH SOLE 0 0 6172 SPDR SERIES MF Closed and MF Open 78464A201 1645 19618 SH SOLE 0 0 19618 SPDR SERIES MF Closed and MF Open 78464A300 5742 68908 SH SOLE 0 0 68908 SPDR TIPS MF Closed and MF Open 78464A656 1350 44615 SH SOLE 0 0 44615 SPDR SERIES MF Closed and MF Open 78464A763 8346 65145 SH SOLE 0 0 65145 SPDR PORTFOLIO MF Closed and MF Open 78464A847 381 8072 SH SOLE 0 0 8072 SPDR PORTFOLIO MF Closed and MF Open 78464A854 6225 117175 SH SOLE 0 0 117175 SPDR DOW MF Closed and MF Open 78467X109 1303 3757 SH SOLE 0 0 3757 SPDR S&P MF Closed and MF Open 78467Y107 421 858 SH SOLE 0 0 858 SELECT SECTOR MF Closed and MF Open 81369Y860 349 7225 SH SOLE 0 0 7225 SELECT UTILITIES MF Closed and MF Open 81369Y886 7337 98541 SH SOLE 0 0 98541