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Lindsay Marie Rider

@Boulder Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$184.009MTotal holdings27
Assets growth rate64.67%Assets growth rate (2-Q avg)32.34%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Boulder Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 27 positions.

Assets under management

The assets under management (AUM) of Boulder Wealth Advisors, 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 184.009M in assets, with a quarterly growth rate of 64.67% and a 2-quarter average growth rate of 32.34%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHBSchwab Strategic Tr
Recent Activity
Increased 63.99%
18.16%
$33.414M
502,321 shares@ $66.52 avg price
IVVIshares Tr
Recent Activity
Increased 6%
14.55%
$26.77M
46,409 shares@ $576.83 avg price
QUALIshares Tr
Recent Activity
New Position
12.39%
$22.793M
127,121 shares@ $179.3 avg price
ESGUIshares Tr
Recent Activity
Increased 23.56%
11.96%
$21.998M
174,341 shares@ $126.18 avg price
IWFIshares Tr
Recent Activity
Increased 137.83%
11.26%
$20.712M
55,175 shares@ $375.39 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
New Position
8.08%
$14.863M
365,805 shares@ $40.63 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
New Position
4.9%
$9.002M
186,599 shares@ $48.25 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
New Position
4.18%
$7.686M
74,931 shares@ $102.58 avg price
ICSHIshares Tr
Recent Activity
Increased 30.58%
4.08%
$7.503M
147,862 shares@ $50.75 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 534.59%
3.54%
$6.504M
127,672 shares@ $50.95 avg price