Platte River Wealth Advisors
Latest statistics and disclosures from Platte River Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, IVE, VTV, VUG, QQQ, and represent 41.90% of Platte River Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ, IVW, IVE, BIV, VUG, MUB, JMUB, LMT, JPM, NVDA.
- Started 1 new stock position in LMT.
- Reduced shares in these 10 stocks: IBDQ, IBDR, IBDS, IBDT, VO, NKE, IWF, IWD, IBDU, TMUS.
- Sold out of its positions in IBDQ, NKE, TMUS.
- Platte River Wealth Advisors was a net buyer of stock by $3.0M.
- Platte River Wealth Advisors has $379M in assets under management (AUM), dropping by 5.88%.
- Central Index Key (CIK): 0001802013
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Portfolio Holdings for Platte River Wealth Advisors
Platte River Wealth Advisors holds 92 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 13.9 | $53M | +4% | 552k | 95.75 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 9.9 | $38M | +2% | 190k | 197.17 |
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| Vanguard Index Fds Value Etf (VTV) | 8.2 | $31M | 178k | 174.57 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 5.1 | $19M | +3% | 51k | 383.93 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.7 | $18M | +38% | 37k | 488.08 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.6 | $17M | 46k | 375.38 |
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| Apple (AAPL) | 4.0 | $15M | 64k | 233.00 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 2.7 | $10M | +8% | 130k | 78.37 |
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| Microsoft Corporation (MSFT) | 2.7 | $10M | 23k | 430.30 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.6 | $9.7M | -6% | 37k | 263.83 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.4 | $9.2M | -2% | 48k | 189.80 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $9.1M | 54k | 167.19 |
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| Ishares Tr National Mun Etf (MUB) | 2.1 | $7.8M | +5% | 72k | 108.63 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 2.0 | $7.7M | +5% | 151k | 51.27 |
|
| Eli Lilly & Co. (LLY) | 1.9 | $7.3M | 8.3k | 885.94 |
|
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.8 | $6.8M | -2% | 309k | 22.17 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.3 | $5.0M | -4% | 212k | 23.51 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.3 | $4.8M | -16% | 198k | 24.37 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.3 | $4.8M | 225k | 21.22 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.2 | $4.7M | 40k | 117.29 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $4.7M | +4% | 22k | 210.86 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.2 | $4.6M | 181k | 25.71 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 1.2 | $4.4M | -22% | 183k | 24.30 |
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| NVIDIA Corporation (NVDA) | 1.2 | $4.4M | +4% | 36k | 121.44 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.2 | $4.4M | -15% | 173k | 25.53 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $3.7M | -4% | 60k | 62.32 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.9 | $3.3M | -2% | 25k | 132.25 |
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| UnitedHealth (UNH) | 0.8 | $3.2M | 5.5k | 584.68 |
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| Ishares Tr Select Divid Etf (DVY) | 0.8 | $3.1M | 23k | 135.07 |
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| Globe Life (GL) | 0.8 | $2.9M | 27k | 105.91 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $2.2M | 27k | 82.94 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.6 | $2.2M | -2% | 18k | 123.62 |
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| Us Bancorp Del Com New (USB) | 0.6 | $2.1M | 46k | 45.73 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $2.0M | 38k | 52.86 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $2.0M | -2% | 22k | 91.93 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $2.0M | 3.2k | 618.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.0M | 3.4k | 576.82 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.9M | 5.9k | 331.44 |
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| BlackRock (BLK) | 0.5 | $1.9M | 2.0k | 949.51 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.7M | +6% | 3.7k | 460.26 |
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| Boston Scientific Corporation (BSX) | 0.4 | $1.7M | 20k | 83.80 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.7M | 6.7k | 246.48 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $1.6M | +2% | 14k | 117.62 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $1.5M | 17k | 88.14 |
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| Amazon (AMZN) | 0.3 | $1.3M | -2% | 6.8k | 186.33 |
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| Home Depot (HD) | 0.3 | $1.1M | 2.7k | 405.20 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.1M | 4.8k | 225.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.1M | 6.5k | 165.85 |
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| Costco Wholesale Corporation (COST) | 0.2 | $919k | 1.0k | 886.52 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $910k | 14k | 66.52 |
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| Cisco Systems (CSCO) | 0.2 | $885k | -9% | 17k | 53.22 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $852k | 28k | 30.23 |
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| Zoetis Cl A (ZTS) | 0.2 | $841k | 4.3k | 195.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $792k | 1.4k | 573.76 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $754k | -9% | 7.4k | 101.27 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $746k | +9% | 16k | 47.53 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $725k | 2.6k | 283.18 |
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| Equinix (EQIX) | 0.2 | $711k | 801.00 | 887.63 |
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| Extra Space Storage (EXR) | 0.2 | $689k | 3.8k | 180.19 |
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| Western Copper And Gold Cor (WRN) | 0.2 | $661k | 551k | 1.20 |
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| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.2 | $644k | +3% | 28k | 23.22 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $503k | 1.5k | 326.73 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $499k | 5.1k | 97.42 |
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| Oracle Corporation (ORCL) | 0.1 | $490k | +11% | 2.9k | 170.40 |
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| Procter & Gamble Company (PG) | 0.1 | $468k | 2.7k | 173.20 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $459k | +5% | 1.9k | 245.45 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $456k | 7.7k | 59.23 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $442k | 1.6k | 284.00 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $430k | 2.6k | 166.82 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $421k | 1.5k | 276.76 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $403k | -4% | 5.5k | 73.67 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $403k | 383.00 | 1051.24 |
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| Meta Platforms Cl A (META) | 0.1 | $390k | 681.00 | 572.44 |
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| International Business Machines (IBM) | 0.1 | $376k | 1.7k | 221.08 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $370k | 630.00 | 586.52 |
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| Johnson & Johnson (JNJ) | 0.1 | $366k | 2.3k | 162.06 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $364k | +24% | 3.9k | 93.85 |
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| Cigna Corp (CI) | 0.1 | $346k | 1.0k | 346.44 |
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| Visa Com Cl A (V) | 0.1 | $320k | 1.2k | 274.95 |
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| AFLAC Incorporated (AFL) | 0.1 | $313k | 2.8k | 111.80 |
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| American Tower Reit (AMT) | 0.1 | $307k | 1.3k | 232.56 |
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| TJX Companies (TJX) | 0.1 | $302k | 2.6k | 117.54 |
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| Chubb (CB) | 0.1 | $300k | +21% | 1.0k | 288.39 |
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| Mid-America Apartment (MAA) | 0.1 | $280k | 1.8k | 158.90 |
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| Zynex (ZYXI) | 0.1 | $245k | 30k | 8.16 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $240k | NEW | 410.00 | 584.56 |
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| Caterpillar (CAT) | 0.1 | $237k | -35% | 605.00 | 391.12 |
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| Walt Disney Company (DIS) | 0.1 | $234k | -5% | 2.4k | 96.19 |
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| United Parcel Service CL B (UPS) | 0.1 | $230k | 1.7k | 136.34 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $219k | 385.00 | 569.66 |
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| Pepsi (PEP) | 0.1 | $218k | 1.3k | 170.05 |
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| Ddc Enterprise Shs Cl A (DDC) | 0.0 | $31k | +42% | 100k | 0.31 |
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Past Filings by Platte River Wealth Advisors
SEC 13F filings are viewable for Platte River Wealth Advisors going back to 2019
- Platte River Wealth Advisors 2024 Q3 filed Oct. 7, 2024
- Platte River Wealth Advisors 2024 Q2 filed July 19, 2024
- Platte River Wealth Advisors 2024 Q1 filed April 23, 2024
- Platte River Wealth Advisors 2023 Q4 filed Jan. 12, 2024
- Platte River Wealth Advisors 2023 Q3 filed Oct. 11, 2023
- Platte River Wealth Advisors 2023 Q2 filed July 7, 2023
- Platte River Wealth Advisors 2023 Q1 filed April 7, 2023
- Platte River Wealth Advisors 2022 Q4 filed Jan. 13, 2023
- Platte River Wealth Advisors 2022 Q3 filed Oct. 21, 2022
- Platte River Wealth Advisors 2022 Q2 filed July 8, 2022
- Platte River Wealth Advisors 2022 Q1 filed April 19, 2022
- Platte River Wealth Advisors 2021 Q4 filed Jan. 12, 2022
- Platte River Wealth Advisors 2021 Q3 filed Oct. 20, 2021
- Platte River Wealth Advisors 2021 Q2 filed July 15, 2021
- Platte River Wealth Advisors 2021 Q1 filed April 12, 2021
- Platte River Wealth Advisors 2020 Q4 filed Jan. 22, 2021