$250 is the total value of Denver PWM, LLC's 250663 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2024 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US LARGE CAP VALUE ETF | 27 | Q2 2024 | 12.1% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 10.8% |
| SCHWAB US LARGE CAP GROWTH ETF | 27 | Q2 2024 | 9.4% |
| SCHWAB US SMALL CAP ETF | 27 | Q2 2024 | 3.8% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 2.6% |
| ISHARES TR | 27 | Q2 2024 | 2.6% |
| ISHARES TR | 27 | Q2 2024 | 1.9% |
| SCHWAB US BROAD MARKET ETF | 27 | Q2 2024 | 1.0% |
| ISHARES TR | 27 | Q2 2024 | 0.7% |
| ORACLE CORP | 27 | Q2 2024 | 0.6% |
View Denver PWM, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| N-PX | 2024-08-01 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-13 |
View Denver PWM, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.