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Lindsay Marie Rider

@Denver Pwm, Llc

Latest period2024 - Q3ReportedManaged Assets$263.304MTotal holdings159
Assets growth rate5.05%Assets growth rate (2-Q avg)0.97%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Denver Pwm, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of Denver Pwm, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 263.304M in assets, with a quarterly growth rate of 5.05% and a 2-quarter average growth rate of 0.97%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 1.88%
3.84%
$10.094M
19,130 shares@ $527.67 avg price
IBTIIshares Tr
Recent Activity
Increased 4.76%
3.79%
$9.966M
442,838 shares@ $22.51 avg price
SMLFIshares Tr
Recent Activity
New Position
3.07%
$8.067M
121,585 shares@ $66.36 avg price
BONDPimco Etf Tr
Recent Activity
Decreased -2.13%
2.86%
$7.508M
79,357 shares@ $94.61 avg price
IBHEIshares Tr
Recent Activity
Increased 6.87%
2.36%
$6.19M
265,674 shares@ $23.3 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -0.49%
1.75%
$4.583M
67,542 shares@ $67.86 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 1.54%
1.42%
$3.736M
128,023 shares@ $29.18 avg price
IUSVIshares Tr
Recent Activity
Decreased -3.59%
1.34%
$3.511M
36,764 shares@ $95.5 avg price
IWRIshares Tr
Recent Activity
Decreased -0.75%
1.01%
$2.637M
29,921 shares@ $88.14 avg price
JAVAJ P Morgan Exchange Traded F
Recent Activity
Increased 9.66%
0.99%
$2.588M
40,391 shares@ $64.08 avg price