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, VUG, VO, and represent 36.46% of Platte River Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VTV, IVW, SPG, IVE, O, VO, VNQ, IBM, DVY, IRT.
  • Started 5 new stock positions in SPG, TJX, IRT, IBM, CAT.
  • Reduced shares in these 10 stocks: , EEM, MUB, VWO, BIV, VUG, AAPL, MSFT, PLD, IWF.
  • Sold out of its positions in EEM, PYPL, SPEM, MMM, VWO.
  • Platte River Wealth Advisors was a net seller of stock by $-838k.
  • Platte River Wealth Advisors has $292M in assets under management (AUM), dropping by 8.12%.
  • Central Index Key (CIK): 0001802013

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Portfolio Holdings for Platte River Wealth Advisors

Companies in the Platte River Wealth Advisors portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 14.4 $42M +8% 280k 150.31
Ishares Tr S&p 500 Grwt Etf (IVW) 7.6 $22M +9% 274k 80.86
Ishares Tr S&p 500 Val Etf (IVE) 4.9 $15M +10% 91k 158.93
Vanguard Index Fds Growth Etf (VUG) 4.9 $14M -2% 47k 307.51
Vanguard Index Fds Mid Cap Etf (VO) 4.6 $13M +8% 54k 247.96
Apple (AAPL) 4.1 $12M -2% 69k 175.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.8 $11M 29k 385.81
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $11M -2% 37k 293.96
Ishares Tr Rus 1000 Val Etf (IWD) 3.2 $9.3M 55k 170.38
Vanguard Index Fds Real Estate Etf (VNQ) 3.0 $8.9M +10% 81k 110.55
Microsoft Corporation (MSFT) 2.8 $8.0M -4% 26k 315.00
Alphabet Cap Stk Cl C (GOOG) 2.5 $7.4M -2% 2.6k 2800.46
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.2 $6.4M 60k 108.13
Ishares Tr National Mun Etf (MUB) 2.2 $6.3M -18% 55k 115.50

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Builders FirstSource (BLDR) 2.1 $6.2M 78k 80.49
Amazon (AMZN) 1.9 $5.6M 1.7k 3307.37
Meta Platforms Cl A (FB) 1.6 $4.7M -3% 14k 334.38
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $4.5M -10% 52k 86.33
Ishares Tr Rus Mdcp Val Etf (IWS) 1.5 $4.4M -2% 36k 122.69
Ishares Tr Select Divid Etf (DVY) 1.4 $4.1M +12% 33k 126.73
JPMorgan Chase & Co. (JPM) 1.3 $3.8M 23k 167.51
salesforce (CRM) 1.2 $3.4M 15k 234.84
Ishares Tr S&p Mc 400gr Etf (IJK) 1.1 $3.2M -8% 39k 82.15
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $3.2M -6% 28k 112.18
Realty Income (O) 1.0 $3.0M +73% 42k 71.28
Us Bancorp Del Com New (USB) 1.0 $2.8M 46k 62.12
UnitedHealth (UNH) 0.9 $2.7M 5.9k 468.95
Eli Lilly & Co. (LLY) 0.9 $2.5M +4% 9.5k 262.36
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $2.4M -4% 8.5k 279.73
Thermo Fisher Scientific (TMO) 0.8 $2.3M 3.6k 620.41
Medical Properties Trust (MPW) 0.7 $1.9M +5% 82k 23.51
Prologis (PLD) 0.7 $1.9M -15% 13k 152.96
NVIDIA Corporation (NVDA) 0.6 $1.9M 6.8k 278.21
Nike CL B (NKE) 0.6 $1.7M 12k 150.26
Union Pacific Corporation (UNP) 0.6 $1.7M 6.8k 246.35
BlackRock (BLK) 0.6 $1.7M 1.9k 888.00
Lauder Estee Cos Cl A (EL) 0.5 $1.6M 4.6k 340.50
Simon Property (SPG) 0.5 $1.5M NEW 9.5k 161.80
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.5M -3% 18k 81.33
John Hancock Tax-Advantage Dvd Incom (HTD) 0.5 $1.4M +6% 53k 26.20
Zoetis Cl A (ZTS) 0.5 $1.4M 6.4k 212.84
Extra Space Storage (EXR) 0.4 $1.2M 5.9k 210.02
Cisco Systems (CSCO) 0.4 $1.2M 20k 62.38
Mid-America Apartment (MAA) 0.4 $1.2M 5.7k 213.63
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $1.2M 24k 50.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M +3% 3.6k 319.89
Home Depot (HD) 0.4 $1.2M 3.0k 386.73
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $1.1M +18% 34k 32.47
Eaton Corp SHS (ETN) 0.4 $1.1M 6.3k 167.80
Duke Realty Corp Com New (DRE) 0.4 $1.1M 18k 60.25
Equinix (EQIX) 0.3 $976k 1.3k 766.69
Alphabet Cap Stk Cl A (GOOGL) 0.3 $959k 343.00 2795.92
Boston Scientific Corporation (BSX) 0.3 $935k 22k 43.39
Alexandria Real Estate Equities (ARE) 0.3 $852k -11% 4.1k 208.67
Walt Disney Company (DIS) 0.3 $820k 5.2k 157.81
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $815k +3% 7.2k 113.46
Morgan Stanley Com New (MS) 0.3 $785k +15% 7.4k 105.94
Lowe's Companies (LOW) 0.2 $730k -2% 2.9k 249.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $658k 1.4k 469.66
International Business Machines (IBM) 0.2 $620k NEW 4.7k 132.90
Fidelity National Information Services (FIS) 0.2 $604k -5% 5.1k 117.46
Costco Wholesale Corporation (COST) 0.2 $576k 1.1k 521.74
American Tower Reit (AMT) 0.2 $565k 2.2k 260.49
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $545k 2.0k 278.77
Johnson & Johnson (JNJ) 0.2 $522k +4% 3.0k 171.26
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $430k 2.6k 166.67
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $428k 11k 38.80
Ishares Tr Russell 3000 Etf (IWV) 0.1 $422k 1.5k 274.03
Mondelez Intl Cl A (MDLZ) 0.1 $420k 6.2k 67.30
Crown Castle Intl (CCI) 0.1 $398k +2% 2.1k 187.74
United Parcel Service CL B (UPS) 0.1 $388k -8% 1.8k 211.44
Procter & Gamble Company (PG) 0.1 $385k -6% 2.4k 158.57
Ishares Tr S&p 100 Etf (OEF) 0.1 $330k 1.5k 217.11
Ishares Tr Core S&p500 Etf (IVV) 0.1 $327k 693.00 471.86
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $320k +12% 2.9k 111.42
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $299k 585.00 511.11
Visa Com Cl A (V) 0.1 $265k -37% 1.2k 214.57
Independence Realty Trust In (IRT) 0.1 $257k NEW 11k 23.93
Electronic Arts (EA) 0.1 $256k -7% 2.0k 130.61
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $247k 3.5k 69.97
Regeneron Pharmaceuticals (REGN) 0.1 $243k -29% 388.00 626.29
Cigna Corp (CI) 0.1 $240k 1.0k 240.00
Caterpillar (CAT) 0.1 $235k NEW 1.1k 219.63
Pepsi (PEP) 0.1 $223k -28% 1.3k 174.22
TJX Companies (TJX) 0.1 $214k NEW 2.9k 74.05
Honeywell International (HON) 0.1 $210k 972.00 216.05
Zynex (ZYXI) 0.1 $172k +100% 20k 8.60

Past Filings by Platte River Wealth Advisors

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