Platte River Wealth Advisors

Latest statistics and disclosures from Platte River Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTV, IVW, IVE, VO, VUG, and represent 38.29% of Platte River Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VTEB, AMZN, VTV, BIV, SPYV, BND, SPYG, IUSG, JPM, PFE.
  • Started 5 new stock positions in SPYV, VTEB, BND, IUSG, PFE.
  • Reduced shares in these 10 stocks: MUB (-$5.2M), , IVE, IWD, SPG, VUG, , IWF, IJR, VO.
  • Sold out of its positions in EA, FIS, MPW, SPG.
  • Platte River Wealth Advisors was a net buyer of stock by $3.4M.
  • Platte River Wealth Advisors has $231M in assets under management (AUM), dropping by -15.70%.
  • Central Index Key (CIK): 0001802013

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Portfolio Holdings for Platte River Wealth Advisors

Platte River Wealth Advisors holds 84 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 17.3 $40M +6% 302k 131.88
Ishares Tr S&p 500 Grwt Etf (IVW) 7.2 $17M 276k 60.35
Ishares Tr S&p 500 Val Etf (IVE) 5.0 $12M -11% 84k 137.46
Vanguard Index Fds Mid Cap Etf (VO) 4.6 $11M -2% 54k 196.97
Vanguard Index Fds Growth Etf (VUG) 4.3 $9.8M -6% 44k 222.90
Apple (AAPL) 4.0 $9.2M 67k 136.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $8.2M 29k 280.29
Ishares Tr Rus 1000 Grw Etf (IWF) 3.3 $7.6M -5% 35k 218.71
Vanguard Index Fds Real Estate Etf (VNQ) 3.2 $7.4M -2% 81k 91.11
Ishares Tr Rus 1000 Val Etf (IWD) 2.9 $6.7M -17% 46k 144.98
Microsoft Corporation (MSFT) 2.8 $6.5M 25k 256.82
Alphabet Cap Stk Cl C (GOOG) 2.5 $5.7M 2.6k 2187.60
Vanguard Bd Index Fds Intermed Term (BIV) 2.2 $5.1M +41% 65k 77.65
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.0 $4.5M 57k 79.22

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Builders FirstSource (BLDR) 1.9 $4.4M +3% 82k 53.70
Ishares Tr Select Divid Etf (DVY) 1.9 $4.4M +4% 37k 117.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $4.1M NEW 83k 49.92
Ishares Tr Rus Mdcp Val Etf (IWS) 1.5 $3.6M 35k 101.57
Amazon (AMZN) 1.4 $3.3M +1850% 31k 106.20
Realty Income (O) 1.3 $3.1M 45k 68.27
Eli Lilly & Co. (LLY) 1.3 $3.0M +3% 9.4k 324.19
UnitedHealth (UNH) 1.3 $3.0M 5.9k 513.67
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $2.6M -3% 27k 94.42
Meta Platforms Cl A (META) 1.1 $2.5M +15% 16k 161.27
Ishares Tr S&p Mc 400gr Etf (IJK) 1.1 $2.5M 39k 63.73
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $2.3M +21% 10k 226.20
JPMorgan Chase & Co. (JPM) 1.0 $2.2M +41% 20k 112.59
Us Bancorp Del Com New (USB) 0.9 $2.1M 46k 46.02
Thermo Fisher Scientific (TMO) 0.8 $1.9M 3.6k 543.26
Union Pacific Corporation (UNP) 0.6 $1.4M 6.7k 213.26
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $1.4M +586% 27k 52.30
Prologis (PLD) 0.6 $1.3M -5% 11k 117.68
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $1.3M NEW 36k 36.82
Schwab Strategic Tr Us Reit Etf (SCHH) 0.6 $1.3M +26% 60k 21.08
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.2M NEW 16k 75.24
John Hancock Tax-Advantage Dvd Incom (HTD) 0.5 $1.2M 52k 22.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.2M 18k 64.64
Lauder Estee Cos Cl A (EL) 0.5 $1.1M 4.4k 254.59
Zoetis Cl A (ZTS) 0.5 $1.1M 6.4k 171.87
BlackRock (BLK) 0.5 $1.1M 1.7k 609.20
Nike CL B (NKE) 0.5 $1.0M -6% 10k 102.16
Extra Space Storage (EXR) 0.4 $1.0M 5.9k 170.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M -6% 3.7k 273.10
Mid-America Apartment (MAA) 0.4 $987k 5.7k 174.69
Duke Realty Corp Com New (DRE) 0.4 $938k 17k 54.93
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $931k NEW 11k 83.74
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $906k -5% 33k 27.17
NVIDIA Corporation (NVDA) 0.4 $850k -13% 5.6k 151.65
Cisco Systems (CSCO) 0.4 $838k 20k 42.64
Equinix (EQIX) 0.4 $836k 1.3k 656.72
Home Depot (HD) 0.4 $820k 3.0k 274.25
Eaton Corp SHS (ETN) 0.3 $800k 6.3k 126.04
Boston Scientific Corporation (BSX) 0.3 $749k 20k 37.25
Alphabet Cap Stk Cl A (GOOGL) 0.3 $747k 343.00 2177.84
Alexandria Real Estate Equities (ARE) 0.3 $592k 4.1k 144.99
American Tower Reit (AMT) 0.2 $554k 2.2k 255.42
Johnson & Johnson (JNJ) 0.2 $544k 3.1k 177.60
Costco Wholesale Corporation (COST) 0.2 $529k 1.1k 479.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $529k 1.4k 377.59
International Business Machines (IBM) 0.2 $465k -10% 3.3k 141.12
Walt Disney Company (DIS) 0.2 $432k -2% 4.6k 94.36
Deere & Company (DE) 0.2 $421k +25% 1.4k 299.64
Pfizer (PFE) 0.2 $410k NEW 7.8k 52.48
Mondelez Intl Cl A (MDLZ) 0.2 $379k 6.1k 62.07
Ishares Tr National Mun Etf (MUB) 0.2 $372k -93% 3.5k 106.41
Crown Castle Intl (CCI) 0.2 $357k 2.1k 168.40
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $351k 2.6k 136.05
Procter & Gamble Company (PG) 0.2 $349k 2.4k 143.74
Ishares Tr Russell 3000 Etf (IWV) 0.1 $335k 1.5k 217.53
United Parcel Service CL B (UPS) 0.1 $335k 1.8k 182.56
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $321k 1.6k 206.43
Morgan Stanley Com New (MS) 0.1 $299k -42% 3.9k 76.08
Lowe's Companies (LOW) 0.1 $284k -40% 1.6k 174.77
Cigna Corp (CI) 0.1 $264k 1.0k 264.00
Ishares Tr Core S&p500 Etf (IVV) 0.1 $263k 693.00 379.51
Ishares Tr S&p 100 Etf (OEF) 0.1 $262k 1.5k 172.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $246k 5.6k 44.17
Visa Com Cl A (V) 0.1 $243k 1.2k 196.76
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $242k 585.00 413.68
Regeneron Pharmaceuticals (REGN) 0.1 $229k 388.00 590.21
Independence Realty Trust In (IRT) 0.1 $223k 11k 20.76
Zynex (ZYXI) 0.1 $220k 28k 7.99
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $217k -57% 2.4k 92.22
Pepsi (PEP) 0.1 $213k 1.3k 166.41

Past Filings by Platte River Wealth Advisors

SEC 13F filings are viewable for Platte River Wealth Advisors going back to 2019