Filling information for DENVER WEALTH MANAGEMENT, INC. as Treemap, investor disclosed 71 total holdings based on 2023-09-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 023135106 | 023135106 | AMAZON COM INC | COM | 315509 | 2482 | |
| 032108409 | 032108409 | AMPLIFY ETF TR | CWP ENHANCED DIV | 374575 | 10785 | |
| 037833100 | 037833100 | APPLE INC | COM | 6777616 | 39587 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 911483 | 2602 | |
| 14147L108 | 14147L108 | CARDIFF ONCOLOGY INC | COM | 25347 | 18235 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 460484 | 2731 | |
| 17259U204 | 17259U204 | CION INVT CORP | COM | 177048 | 16750 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 324368 | 2708 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 344034 | 609 | |
| 27828G107 | 27828G107 | EATON VANCE TAX ADVT DIV INC | COM | 643706 | 30392 | |
| 27828S101 | 27828S101 | EATON VANCE TX ADV GLBL DIV | COM | 279487 | 18172 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 491955 | 4184 | |
| 33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 5457846 | 118778 | |
| 33734H106 | 33734H106 | FIRST TR VALUE LINE DIVID IN | SHS | 1411244 | 37744 | |
| 30290Y101 | 30290Y101 | FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 194374 | 35862 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1603881 | 5308 | |
| 46138G649 | 46138G649 | INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 18613617 | 126272 | |
| 46138G698 | 46138G698 | INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 7240318 | 92659 | |
| 46138J866 | 46138J866 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 791599 | 37287 | |
| 46138J544 | 46138J544 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 MUNI | 1109210 | 44297 | |
| 46138J841 | 46138J841 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 3097022 | 149832 | |
| 46138J536 | 46138J536 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 MUNI | 1316805 | 53431 | |
| 46138J825 | 46138J825 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 2412901 | 119985 | |
| 46138J528 | 46138J528 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 MUNI | 1334774 | 55604 | |
| 46138J791 | 46138J791 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 1927391 | 102601 | |
| 46138J510 | 46138J510 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | 207811 | 9039 | |
| 46138J783 | 46138J783 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 2448083 | 130669 | |
| 46138J619 | 46138J619 | INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 1249644 | 27261 | |
| 46138J593 | 46138J593 | INVESCO EXCH TRD SLF IDX FD | RUSL 2000 DYNM | 298355 | 8793 | |
| 46137V274 | 46137V274 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 665088 | 13225 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 2658010 | 7419 | |
| 46144X107 | 46144X107 | INVESTMENT MANAGERS SER TR I | AXS CHANGE FINAN | 228533 | 7721 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 225472 | 904 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 298821 | 3173 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 5617943 | 21121 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 437740 | 4067 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 270507 | 1865 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 287511 | 726 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 476921 | 1510 | |
| 68622D106 | 68622D106 | ORIGIN MATERIALS INC | COM | 71617 | 55951 | |
| 717081103 | 717081103 | PFIZER INC | COM | 412673 | 12441 | |
| 718546104 | 718546104 | PHILLIPS 66 | COM | 306839 | 2554 | |
| 74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 403162 | 4553 | |
| 74933W452 | 74933W452 | RBB FD INC | US TREAS 3 MNTH | 7520575 | 150201 | |
| 74933W460 | 74933W460 | RBB FD INC | US TRSRY 6 MNTH | 2518386 | 50217 | |
| 756109104 | 756109104 | REALTY INCOME CORP | COM | 769403 | 15407 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 1054618 | 11667 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 6428466 | 49934 | |
| 81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 3586820 | 60866 | |
| 78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 649729 | 1940 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1940471 | 4539 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 391797 | 858 | |
| 78468R408 | 78468R408 | SPDR SER TR | BLOOMBERG SHT TE | 492649 | 20141 | |
| 78464A847 | 78464A847 | SPDR SER TR | PORTFOLIO S&P400 | 376056 | 8588 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 20687559 | 411612 | |
| 78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 2846209 | 77133 | |
| 78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 1284476 | 43809 | |
| 78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 4355199 | 73469 | |
| 78464A821 | 78464A821 | SPDR SER TR | S&P 400 MDCP GRW | 471672 | 6822 | |
| 78468R531 | 78468R531 | SPDR SER TR | S&P 500 ESG ETF | 250119 | 6028 | |
| 78464A201 | 78464A201 | SPDR SER TR | S&P 600 SMCP GRW | 7143836 | 97500 | |
| 78464A300 | 78464A300 | SPDR SER TR | S&P 600 SMCP VAL | 4894257 | 67629 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 8882777 | 77235 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 249472 | 997 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 518436 | 1904 | |
| 922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 270745 | 1390 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 405664 | 2611 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 223161 | 5462 | |
| 97717X594 | 97717X594 | WISDOMTREE TR | ITL HDG QTLY DIV | 652950 | 16855 | |
| 97717W505 | 97717W505 | WISDOMTREE TR | US MIDCAP DIVID | 1093662 | 26701 | |
| 97717X669 | 97717X669 | WISDOMTREE TR | US QTLY DIV GRT | 451288 | 7108 |