The Analysis of Denver PWM, LLC's Holdings

Currently, Denver PWM, LLC holds 78 types of securities in its portfolio with a total value $320.7M. In the most recent quarter, they have increased their positions in SCHF (+459 shares, valued at $10.1K), ANGL (+322 shares, valued at $9.4K), HELO (+135 shares, valued at $8.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR1.1M shares0.01%2025-09-302025-10-31

IBTF ISHARES TR875.3K shares0.02%2025-09-302025-10-31

SCHV SCHWAB STRATEGIC TR661.8K shares0.02%2025-09-302025-10-31

SCHM SCHWAB STRATEGIC TR651.0K shares0.03%2025-09-302025-10-31

SCHF SCHWAB STRATEGIC TR810.9K shares0.06%2025-09-302025-10-31

IBTG ISHARES TR781.0K shares0.02%2025-09-302025-10-31

IBTI ISHARES TR750.0K shares0.00%2025-09-302025-10-31

IBTH ISHARES TR743.4K shares0.01%2025-09-302025-10-31

Sponsored

TOTL SSGA ACTIVE ETF TR398.0K shares0.05%2025-09-302025-10-31

HEFA ISHARES TR404.3K shares0.00%2025-09-302025-10-31

IBTJ ISHARES TR690.4K shares0.00%2025-09-302025-10-31

JAAA JANUS DETROIT STR TR225.4K shares0.00%2025-09-302025-10-31

SMLF ISHARES TR131.4K shares0.04%2025-09-302025-10-31

VOO VANGUARD INDEX FDS14.0K shares0.00%2025-09-302025-10-31

IJK ISHARES TR81.6K shares0.00%2025-09-302025-10-31

BOND PIMCO ETF TR68.1K shares0.00%2025-09-302025-10-31

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F84.6K shares0.00%2025-09-302025-10-31

SCHX SCHWAB STRATEGIC TR194.7K shares0.16%2025-09-302025-10-31

AAPL APPLE INC18.4K shares0.00%2025-09-302025-10-31

EMXC ISHARES INC54.6K shares0.00%2025-09-302025-10-31

IUSV ISHARES TR33.0K shares0.00%2025-09-302025-10-31

MSFT MICROSOFT CORP6.2K shares0.00%2025-09-302025-10-31

NVDA NVIDIA CORPORATION16.7K shares0.00%2025-09-302025-10-31

IPAC ISHARES TR37.8K shares0.08%2025-09-302025-10-31

Sponsored

ANGL VANECK ETF TRUST83.9K shares0.39%2025-09-302025-10-31

IEFA ISHARES TR29.2K shares0.00%2025-09-302025-10-31

IWR ISHARES TR26.4K shares0.00%2025-09-302025-10-31

ORCL ORACLE CORP10.6K shares0.00%2025-09-302025-10-31

IVV ISHARES TR3.7K shares0.00%2025-09-302025-10-31

HELO J P MORGAN EXCHANGE TRADED F36.8K shares0.37%2025-09-302025-10-31

EFA ISHARES TR25.0K shares0.00%2025-09-302025-10-31

COST COSTCO WHSL CORP NEW2.3K shares0.00%2025-09-302025-10-31

Sponsored

SCHA SCHWAB STRATEGIC TR81.5K shares0.11%2025-09-302025-10-31

QQQ INVESCO QQQ TR3.4K shares0.00%2025-09-302025-10-31

NMAX NEWSMAX INC107.7K shares0.00%2025-09-302025-10-31

CAT CATERPILLAR INC4.2K shares0.00%2025-09-302025-10-31

IWB ISHARES TR3.2K shares0.00%2025-09-302025-10-31

IUSG ISHARES TR6.9K shares0.00%2025-09-302025-10-31

XOM EXXON MOBIL CORP9.4K shares0.00%2025-09-302025-10-31

AMZN AMAZON COM INC4.0K shares0.00%2025-09-302025-10-31

Sponsored

IBHE ISHARES TR37.6K shares0.36%2025-09-302025-10-31

JBBB JANUS DETROIT STR TR18.0K shares0.00%2025-09-302025-10-31

VZ VERIZON COMMUNICATIONS INC19.9K shares0.00%2025-09-302025-10-31

SCHB SCHWAB STRATEGIC TR29.5K shares0.00%2025-09-302025-10-31

VB VANGUARD INDEX FDS2.6K shares0.00%2025-09-302025-10-31

VEA VANGUARD TAX-MANAGED FDS9.9K shares0.00%2025-09-302025-10-31

VUG VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-10-31

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.00%2025-09-302025-10-31

Sponsored

JPM JPMORGAN CHASE & CO.1.7K shares0.00%2025-09-302025-10-31

TSLA TESLA INC1.6K shares0.00%2025-09-302025-10-31

DIS DISNEY WALT CO4.0K shares0.00%2025-09-302025-10-31

HD HOME DEPOT INC1.3K shares0.00%2025-09-302025-10-31

META META PLATFORMS INC552 shares0.00%2025-09-302025-10-31

AVGO BROADCOM INC1.4K shares0.00%2025-09-302025-10-31

BA BOEING CO1.8K shares0.00%2025-09-302025-10-31

IEMG ISHARES INC6.1K shares0.00%2025-09-302025-10-31

Sponsored

IWM ISHARES TR1.7K shares0.00%2025-09-302025-10-31

IVE ISHARES TR1.8K shares0.00%2025-09-302025-10-31

SCHW SCHWAB CHARLES CORP3.9K shares0.00%2025-09-302025-10-31

CVS CVS HEALTH CORP5.2K shares0.00%2025-09-302025-10-31

TXN TEXAS INSTRS INC1.7K shares0.00%2025-09-302025-10-31

GOOGL ALPHABET INC1.9K shares0.00%2025-09-302025-10-31

GE GE AEROSPACE1.3K shares0.00%2025-09-302025-10-31

VTV VANGUARD INDEX FDS1.9K shares2.09%2025-09-302025-10-31

Sponsored

BMY BRISTOL-MYERS SQUIBB CO6.9K shares0.00%2025-09-302025-10-31

AXON AXON ENTERPRISE INC360 shares0.00%2025-09-302025-10-31

PG PROCTER AND GAMBLE CO1.9K shares0.00%2025-09-302025-10-31

AMGN AMGEN INC1.0K shares0.00%2025-09-302025-10-31

WMT WALMART INC2.9K shares0.00%2025-09-302025-10-31

BND VANGUARD BD INDEX FDS3.9K shares0.00%2025-09-302025-10-31

WFC WELLS FARGO CO NEW3.5K shares0.00%2025-09-302025-10-31

MDYG SPDR SERIES TRUST2.9K shares0.00%2025-09-302025-10-31

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-09-302025-10-31

FDX FEDEX CORP1.0K shares0.00%2025-09-302025-10-31

GOOG ALPHABET INC1.3K shares0.00%2025-09-302025-10-31

GILD GILEAD SCIENCES INC2.0K shares0.00%2025-09-302025-10-31

SPMD SPDR SERIES TRUST4.0K shares0.00%2025-09-302025-10-31

IJH ISHARES TR3.4K shares0.00%2025-09-302025-10-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available