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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
ANGLVaneck Etf Trust
Recent Activity
Decreased -2.84%
0.94%
$2.475M
84,138 shares@ $29.42 avg price
IEFAIshares Tr
Recent Activity
0.92%
$2.409M
30,865 shares@ $78.06 avg price
EFAIshares Tr
Recent Activity
Decreased -0.9%
0.86%
$2.241M
26,794 shares@ $83.64 avg price
IVVIshares Tr
Recent Activity
Decreased -2.5%
0.85%
$2.22M
3,848 shares@ $576.86 avg price
SCHASchwab Strategic Tr
Recent Activity
Decreased -78.21%
0.84%
$2.208M
42,879 shares@ $51.5 avg price
IPACIshares Tr
Recent Activity
Increased 5.36%
0.67%
$1.748M
26,252 shares@ $66.6 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
Increased 4.3%
0.66%
$1.737M
28,406 shares@ $61.14 avg price
ORCLOracle Corp
Recent Activity
Increased 0.14%
0.65%
$1.701M
9,982 shares@ $170.4 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -5.64%
0.61%
$1.59M
3,258 shares@ $488.1 avg price
NVDANvidia Corporation
Recent Activity
Decreased -8.97%
0.52%
$1.349M
11,105 shares@ $121.44 avg price