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