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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
IWBIshares Tr
Recent Activity
Increased 0.35%
0.39%
$1.005M
3,196 shares@ $314.35 avg price
IUSGIshares Tr
Recent Activity
Decreased -7.82%
0.37%
$972,238
7,370 shares@ $131.92 avg price
SCHOSchwab Strategic Tr
Recent Activity
Decreased -9.66%
0.37%
$949,022
19,376 shares@ $48.98 avg price
SCHCSchwab Strategic Tr
Recent Activity
Increased 1.1%
0.33%
$867,121
22,505 shares@ $38.54 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -15.44%
0.33%
$846,149
1,966 shares@ $430.4 avg price
BABoeing Co
Recent Activity
Increased 728.86%
0.32%
$834,244
5,487 shares@ $152.05 avg price
AAPLApple Inc
Recent Activity
Decreased -14.55%
0.32%
$826,054
3,545 shares@ $233.02 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.11%
0.27%
$709,817
2,992 shares@ $237.24 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -0.6%
0.26%
$684,060
10,284 shares@ $66.52 avg price
INTCIntel Corp
Recent Activity
Increased 752.15%
0.24%
$619,934
26,425 shares@ $23.47 avg price