Denver-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ETG",
  "EVT",
  null,
  null,
  "HD",
  null,
  null,
  null,
  "FSCO",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "IJR",
  null,
  null,
  "IWF",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  null,
  null,
  null,
  "O",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  "IBM",
  null,
  "VO",
  "SIVR",
  null,
  null,
  "VIG",
  null,
  null,
  "SDY",
  "WM",
  null,
  "AMZN",
  null,
  "VUG",
  "WFC",
  null,
  null,
  null,
  "ORGN",
  "DVY",
  null,
  "PSX",
  null,
  null,
  "DIA",
  null,
  null,
  null,
  "MELI",
  null,
  "SPYV",
  null,
  "BRK-B",
  "CRDF",
  "CVX",
  "COP",
  "COST",
  null,
  null,
  "QQQ",
  "MDY",
  "XOM",
  "TSLA",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 87
Total Value: 219273604
Accession Number: 0001951757-25-000390
Form Type: 13F-HR
CIK: denver-wealth-management
Manager Name: Denver-Wealth-Management

Data Enrichment

49% identified

43 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

87 positions • $219.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.7K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$219.3M)

33734H106

Shares:31.6K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$219.3M)

78464A870

Shares:17.1K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$219.3M)

97717X669

Shares:16.8K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$219.3M)

46138J528

Shares:51.0K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$219.3M)

46138J825

Shares:50.1K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$219.3M)

46137V274

Shares:14.2K

Value:$991.7K

% of Portfolio:0.5% ($991.7K/$219.3M)

97717W505

Shares:19.6K

Value:$969.1K

% of Portfolio:0.4% ($969.1K/$219.3M)

97717X594

Shares:22.1K

Value:$958.6K

% of Portfolio:0.4% ($958.6K/$219.3M)

78464A300

Shares:12.0K

Value:$944.6K

% of Portfolio:0.4% ($944.6K/$219.3M)

78468R408

Shares:34.3K

Value:$862.6K

% of Portfolio:0.4% ($862.6K/$219.3M)

78468R853

Shares:20.3K

Value:$828.6K

% of Portfolio:0.4% ($828.6K/$219.3M)

19761L706

Shares:24.9K

Value:$827.8K

% of Portfolio:0.4% ($827.8K/$219.3M)

REALTY INCOME CORP

O|756109104

Shares:14.2K

Value:$825.9K

% of Portfolio:0.4% ($825.9K/$219.3M)

78464A847

Shares:15.5K

Value:$791.0K

% of Portfolio:0.4% ($791.0K/$219.3M)

46137V233

Shares:17.1K

Value:$784.9K

% of Portfolio:0.4% ($784.9K/$219.3M)

74933W478

Shares:15.1K

Value:$759.6K

% of Portfolio:0.3% ($759.6K/$219.3M)

97717Y527

Shares:13.8K

Value:$696.1K

% of Portfolio:0.3% ($696.1K/$219.3M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.6K

Value:$653.1K

% of Portfolio:0.3% ($653.1K/$219.3M)

46137V472

Shares:7.1K

Value:$646.3K

% of Portfolio:0.3% ($646.3K/$219.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.7K	QoQ 0.00% (+0) YoY +1.11% (+30)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$219.3M)	QoQ +17.49% (+$216.7K) YoY +28.05% (+$318.8K)
(cusip33734H106)✕	31.6K	QoQ -2.38% (-770) YoY -10.46% (-3.7K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$219.3M)	QoQ -0.25% (-$3.6K) YoY -5.46% (-$81.4K)
(cusip78464A870)✕	17.1K	QoQ +16.96% (+2.5K) YoY +12.84% (-1.9K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$219.3M)	QoQ +5.34% (+$70.3K) YoY -3.55% (-$51.1K)
(cusip97717X669)✕	16.8K	QoQ -1.59% (-273) YoY +7.53% (+1.2K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$219.3M)	QoQ -2.89% (-$40.1K) YoY +12.72% (+$151.8K)
(cusip46138J528)✕	51.0K	QoQ -4.72% (-2.5K) YoY -5.65% (-3.1K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$219.3M)	QoQ -4.84% (-$63.5K) YoY -5.11% (-$67.3K)
(cusip46138J825)✕	50.1K	QoQ -47.13% (-44.6K) YoY -45.10% (-41.1K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$219.3M)	QoQ -47.05% (-$920.3K) YoY -44.43% (-$828.0K)
(cusip46137V274)✕	14.2K	QoQ +0.19% (+28) YoY +7.98% (+1.1K)	All Managers (Combined)	$991.7K	0.5% ($991.7K/$219.3M)	QoQ +6.17% (+$57.7K) YoY +32.91% (+$245.6K)
(cusip97717W505)✕	19.6K	QoQ -1.79% (-357) YoY -9.03% (-1.9K)	All Managers (Combined)	$969.1K	0.4% ($969.1K/$219.3M)	QoQ -4.58% (-$46.6K) YoY -7.63% (-$80.1K)
(cusip97717X594)✕	22.1K	QoQ -0.25% (-56) YoY -0.04% (-9)	All Managers (Combined)	$958.6K	0.4% ($958.6K/$219.3M)	QoQ -0.40% (-$3.9K) YoY -5.56% (-$56.5K)
(cusip78464A300)✕	12.0K	QoQ -5.59% (-714) YoY -55.88% (-15.3K)	All Managers (Combined)	$944.6K	0.4% ($944.6K/$219.3M)	QoQ -15.17% (-$168.9K) YoY -58.31% (-$1.3M)
(cusip78468R408)✕	34.3K	QoQ +0.57% (+196) YoY +24.66% (+6.8K)	All Managers (Combined)	$862.6K	0.4% ($862.6K/$219.3M)	QoQ +0.21% (+$1.9K) YoY +24.37% (+$169.0K)
(cusip78468R853)✕	20.3K	QoQ -7.82% (-1.7K) YoY -15.87% (-3.8K)	All Managers (Combined)	$828.6K	0.4% ($828.6K/$219.3M)	QoQ -16.35% (-$162.1K) YoY -20.32% (-$211.4K)
(cusip19761L706)✕	24.9K	QoQ NEW(+24.9K) YoY NEW(+24.9K)	All Managers (Combined)	$827.8K	0.4% ($827.8K/$219.3M)	QoQ NEW(+$827.8K) YoY NEW(+$827.8K)
REALTY INCOME CORP(Ocusip756109104)	14.2K	QoQ +1.05% (+149) YoY +1.60% (+225)	All Managers (Combined)	$825.9K	0.4% ($825.9K/$219.3M)	QoQ +9.76% (+$73.5K) YoY +8.94% (+$67.8K)
(cusip78464A847)✕	15.5K	QoQ -0.21% (-34) YoY -6.53% (-1.1K)	All Managers (Combined)	$791.0K	0.4% ($791.0K/$219.3M)	QoQ -6.62% (-$56.1K) YoY -10.31% (-$91.0K)
(cusip46137V233)✕	17.1K	QoQ NEW(+17.1K) YoY NEW(+17.1K)	All Managers (Combined)	$784.9K	0.4% ($784.9K/$219.3M)	QoQ NEW(+$784.9K) YoY NEW(+$784.9K)
(cusip74933W478)✕	15.1K	QoQ -12.52% (-2.2K) YoY -12.68% (-2.2K)	All Managers (Combined)	$759.6K	0.3% ($759.6K/$219.3M)	QoQ -12.27% (-$106.3K) YoY -12.24% (-$106.0K)
(cusip97717Y527)✕	13.8K	QoQ +28.67% (+3.1K) YoY NEW(+13.8K)	All Managers (Combined)	$696.1K	0.3% ($696.1K/$219.3M)	QoQ +28.71% (+$155.3K) YoY NEW(+$696.1K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.6K	QoQ -5.00% (-82) YoY -14.27% (-259)	All Managers (Combined)	$653.1K	0.3% ($653.1K/$219.3M)	QoQ -6.22% (-$43.4K) YoY -9.49% (-$68.5K)
(cusip46137V472)✕	7.1K	QoQ +97.56% (+3.5K) YoY NEW(+7.1K)	All Managers (Combined)	$646.3K	0.3% ($646.3K/$219.3M)	QoQ +83.64% (+$294.4K) YoY NEW(+$646.3K)