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  Name: DENVER WEALTH MANAGEMENT INC.
  City: GREENWOOD VILLAGE
  State: CO
  Zip: 80999
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $195,916,000
  Total Value Change : $19,168,000
  Securities Held Change : 5
   
All Securities Held : 80
  New Positions : 8
  Closed Positions : 3
  Increased Positions : 22
  Unchanged Positions : 3
  Decreased Positions : 47

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 28 - $413.72 $1,136,000 2,702 0.58% 172,000 0 0    Property & Casualty I...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 51 - $184.30 $442,000 2,453 0.23% 69,000 0 0    Internet Software & S...
   (ORGN)1 Year Chart         ORGN Origin Materials, Inc 80 - $1.01 $30,000 58,099 0.02% -19,000 0 0.041    N/A

      3 Records Found
  1    
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