0001909800-22-000004.txt : 20220811
0001909800-22-000004.hdr.sgml : 20220811
20220811114220
ACCESSION NUMBER: 0001909800-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220811
DATE AS OF CHANGE: 20220811
EFFECTIVENESS DATE: 20220811
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: 221154468
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
06-30-2022
06-30-2022
DENVER WEALTH MANAGEMENT, INC.
5299 DTC BLVD
SUITE 1350
GREENWOOD VILLAGE
CO
80999
13F HOLDINGS REPORT
028-22277
N
BRYSON BRADEN
PRINCIPAL, CHIEF COMPLIANCE OFFICER
(303) 261-8015
BRYSON BRADEN
Greenwood Village
CO
08-11-2022
0
53
95752
false
INFORMATION TABLE
2
dwmq2022.xml
AMAZON COM
Common Stock
023135106
709
6680
SH
SOLE
0
0
6680
APPLE INC
Common Stock
037833100
5571
40744
SH
SOLE
0
0
40744
BERKSHIRE HATHAWAY
Common Stock
084670702
417
1527
SH
SOLE
0
0
1527
CHEVRON CORP
Common Stock
166764100
322
2221
SH
SOLE
0
0
2221
HOME DEPOT
Common Stock
437076102
1968
7174
SH
SOLE
0
0
7174
INTEL CORP
Common Stock
458140100
299
7981
SH
SOLE
0
0
7981
ISHARES CORE
MF Closed and MF Open
464287150
261
3120
SH
SOLE
0
0
3120
ISHARES RUSSELL
MF Closed and MF Open
464287614
5536
25313
SH
SOLE
0
0
25313
ISHARES U S
MF Closed and MF Open
464287812
1009
5178
SH
SOLE
0
0
5178
ISHARES MSCI
MF Closed and MF Open
464288240
1516
33690
SH
SOLE
0
0
33690
ISHARES U S
MF Closed and MF Open
464288687
202
6138
SH
SOLE
0
0
6138
MICROSOFT CORP
Common Stock
594918104
325
1266
SH
SOLE
0
0
1266
OMEROS CORP
Common Stock
682143102
115
41671
SH
SOLE
0
0
41671
PFIZER INC
Common Stock
717081103
715
13645
SH
SOLE
0
0
13645
REALTY INCOME
Common Stock
756109104
825
12090
SH
SOLE
0
0
12090
TYSON FOODS
Common Stock
902494103
296
3435
SH
SOLE
0
0
3435
VANGUARD DIVIDEND
MF Closed and MF Open
921908844
215
1500
SH
SOLE
0
0
1500
VANGUARD GROWTH
MF Closed and MF Open
922908736
426
1913
SH
SOLE
0
0
1913
WELLS FARGO
Common Stock
949746101
208
5300
SH
SOLE
0
0
5300
INVESCO QQQ
MF Closed and MF Open
46090E103
1910
6816
SH
SOLE
0
0
6816
CION INVESTMENT
Common Stock
17259U204
121
13960
SH
SOLE
0
0
13960
CONOCOPHILLIPS
Common Stock
20825C104
222
2468
SH
SOLE
0
0
2468
COSTCO WHOLESALE
Common Stock
22160K105
321
670
SH
SOLE
0
0
670
EATON VANCE
MF Closed and MF Open
27828G107
630
26392
SH
SOLE
0
0
26392
EATON VANCE
MF Closed and MF Open
27828S101
307
19086
SH
SOLE
0
0
19086
EXXON MOBIL
Common Stock
30231G102
480
5603
SH
SOLE
0
0
5603
FIRST TRUST
MF Closed and MF Open
33734H106
1813
46715
SH
SOLE
0
0
46715
FIRST TRUST
MF Closed and MF Open
33738R506
7748
189355
SH
SOLE
0
0
189355
INVESCO EXCHANGE
MF Closed and MF Open
46137V241
213
5076
SH
SOLE
12
0
5076
INVESCO NASDAQ
MF Closed and MF Open
46138G649
10213
88658
SH
SOLE
26
0
88658
INVESCO S&P
MF Closed and MF Open
46138G664
907
8904
SH
SOLE
0
0
8904
INVESCO S&P
MF Closed and MF Open
46138G698
4206
60198
SH
SOLE
0
0
60198
INVESCO RUSSELL
MF Closed and MF Open
46138J619
690
16763
SH
SOLE
0
0
16763
INVESCO BULLETSHARES
MF Closed and MF Open
46138J783
394
20336
SH
SOLE
0
0
20336
INVESCO BULLETSHARES
MF Closed and MF Open
46138J791
801
41577
SH
SOLE
0
0
41577
INVESCO BULLETSHARES
MF Closed and MF Open
46138J825
785
38428
SH
SOLE
0
0
38428
INVESCO BULLETSHARES
MF Closed and MF Open
46138J841
802
38651
SH
SOLE
0
0
38651
INVESCO BULLETSHARES
MF Closed and MF Open
46138J866
2433
116139
SH
SOLE
0
0
116139
INVESTMENT MANAGERS
MF Closed and MF Open
46144X107
230
8767
SH
SOLE
0
0
8767
MASTERCARD INC
Common Stock
57636Q104
242
768
SH
SOLE
0
0
768
MFS INVESTMENT
MF Closed and MF Open
59318B108
110
14459
SH
SOLE
0
0
14459
PROSHARES TRUST
MF Closed and MF Open
74348A467
354
4144
SH
SOLE
0
0
4144
SPDR S&P
MF Closed and MF Open
78462F103
2242
5944
SH
SOLE
0
0
5944
SPDR SERIES
MF Closed and MF Open
78464A201
4276
60657
SH
SOLE
4
0
60657
SPDR SERIES
MF Closed and MF Open
78464A300
5082
70187
SH
SOLE
0
0
70187
SPDR SERIES
MF Closed and MF Open
78464A763
7856
66192
SH
SOLE
0
0
66192
SPDR PORTFOLIO
MF Closed and MF Open
78464A847
208
5237
SH
SOLE
0
0
5237
SPDR PORTFOLIO
MF Closed and MF Open
78464A854
10116
228139
SH
SOLE
0
0
228139
SPDR DOW
MF Closed and MF Open
78467X109
869
2823
SH
SOLE
0
0
2823
SPDR S&P
MF Closed and MF Open
78467Y107
355
858
SH
SOLE
0
0
858
SECTOR ENERGY
MF Closed and MF Open
81369Y506
708
9903
SH
SOLE
0
0
9903
SELECT SECTOR
MF Closed and MF Open
81369Y860
226
5538
SH
SOLE
0
0
5538
SELECT UTILITIES
MF Closed and MF Open
81369Y886
6947
99064
SH
SOLE
0
0
99064