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, IWF, and represent 39.13% of Platte River Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVW (+$8.8M), MUB (+$6.4M), JMUB (+$5.3M), IVE, IJH, IWF, BIV, VUG, IBDW, IBDX.
- Started 4 new stock positions in XLG, CAT, DDC, WRN.
- Reduced shares in these 10 stocks: IBDP, VTEB, IBDQ, VYMI, VTV, PEP, DVY, HON, NVDA, VNQ.
- Sold out of its positions in ADBE, HON, IBDP, MS, BND, VYMI, VEU, VTEB.
- Platte River Wealth Advisors was a net buyer of stock by $31M.
- Platte River Wealth Advisors has $351M in assets under management (AUM), dropping by 16.18%.
- Central Index Key (CIK): 0001802013
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Portfolio Holdings for Platte River Wealth Advisors
Platte River Wealth Advisors holds 91 positions in its portfolio as reported in the March 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) | 11.9 | $42M | +26% | 496k | 84.44 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 9.8 | $34M | +12% | 184k | 186.81 |
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| Vanguard Index Fds Value Etf (VTV) | 8.4 | $29M | 181k | 162.86 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 4.6 | $16M | +10% | 47k | 344.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.4 | $16M | +17% | 46k | 337.05 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.3 | $12M | +2% | 26k | 444.01 |
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| Apple (AAPL) | 3.1 | $11M | 63k | 171.48 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.9 | $10M | 40k | 249.86 |
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| Microsoft Corporation (MSFT) | 2.8 | $9.9M | 24k | 420.72 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 2.5 | $8.9M | +16% | 50k | 179.11 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 2.5 | $8.8M | +23% | 117k | 75.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $8.3M | 54k | 152.26 |
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| Ishares Tr National Mun Etf (MUB) | 2.2 | $7.9M | +426% | 73k | 107.60 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 2.2 | $7.8M | +208% | 154k | 50.74 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 2.0 | $7.1M | 298k | 23.85 |
|
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 2.0 | $6.8M | +22% | 320k | 21.40 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.9 | $6.7M | +5% | 284k | 23.80 |
|
| Eli Lilly & Co. (LLY) | 1.9 | $6.6M | -2% | 8.5k | 777.96 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.6 | $5.8M | -13% | 232k | 24.81 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.6 | $5.7M | +15% | 230k | 24.91 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.5 | $5.4M | +17% | 236k | 22.82 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.3 | $4.7M | +47% | 230k | 20.49 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.3 | $4.7M | -3% | 41k | 114.14 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.3 | $4.6M | +44% | 186k | 24.81 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $4.4M | +3% | 22k | 200.30 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $3.8M | +437% | 62k | 60.74 |
|
| Globe Life (GL) | 0.9 | $3.2M | -5% | 28k | 116.37 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.9 | $3.2M | -2% | 25k | 125.33 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.8 | $2.9M | -13% | 24k | 123.18 |
|
| UnitedHealth (UNH) | 0.8 | $2.7M | -8% | 5.5k | 494.70 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.6 | $2.3M | -3% | 19k | 118.29 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $2.3M | -13% | 2.5k | 903.56 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.6 | $2.1M | -5% | 23k | 91.25 |
|
| Us Bancorp Del Com New (USB) | 0.6 | $2.0M | 46k | 44.70 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $1.9M | 3.4k | 581.21 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $1.9M | 38k | 50.10 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.9M | 6.0k | 312.68 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $1.9M | +10% | 25k | 73.15 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.8M | 3.4k | 525.73 |
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| Union Pacific Corporation (UNP) | 0.5 | $1.7M | 6.8k | 245.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.5M | 3.5k | 420.52 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $1.4M | 13k | 110.21 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $1.4M | -6% | 17k | 84.09 |
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| Boston Scientific Corporation (BSX) | 0.4 | $1.4M | 20k | 68.49 |
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| BlackRock (BLK) | 0.4 | $1.4M | 1.6k | 833.70 |
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| Amazon (AMZN) | 0.4 | $1.3M | 7.5k | 180.38 |
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| Home Depot (HD) | 0.3 | $1.2M | 3.0k | 383.60 |
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| Cisco Systems (CSCO) | 0.3 | $1000k | -14% | 20k | 49.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $979k | 6.5k | 150.93 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $959k | 4.6k | 208.27 |
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| Nike CL B (NKE) | 0.3 | $903k | 9.6k | 93.98 |
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| Costco Wholesale Corporation (COST) | 0.3 | $888k | 1.2k | 732.63 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $872k | -6% | 8.9k | 97.94 |
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| Western Copper And Gold Cor (WRN) | 0.2 | $843k | NEW | 551k | 1.53 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $837k | +5% | 14k | 61.05 |
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| Zoetis Cl A (ZTS) | 0.2 | $791k | -23% | 4.7k | 169.21 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $789k | +216% | 28k | 28.04 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $735k | 1.4k | 523.07 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $665k | 2.6k | 259.86 |
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| Equinix (EQIX) | 0.2 | $661k | -29% | 801.00 | 825.33 |
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| Extra Space Storage (EXR) | 0.2 | $562k | -26% | 3.8k | 147.00 |
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| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.2 | $527k | +26% | 27k | 19.66 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $521k | NEW | 12k | 42.13 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $465k | 2.1k | 224.99 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $462k | 1.5k | 300.08 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $443k | -43% | 5.1k | 86.48 |
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| Procter & Gamble Company (PG) | 0.1 | $438k | 2.7k | 162.25 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $435k | +16% | 7.7k | 56.39 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $421k | 1.6k | 270.80 |
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| Visa Com Cl A (V) | 0.1 | $416k | 1.5k | 279.08 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $410k | 2.6k | 158.81 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $403k | -14% | 5.8k | 70.00 |
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| Oracle Corporation (ORCL) | 0.1 | $386k | -18% | 3.1k | 125.61 |
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| Caterpillar (CAT) | 0.1 | $379k | NEW | 1.0k | 366.43 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $376k | 1.5k | 247.41 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $369k | 383.00 | 962.49 |
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| Cigna Corp (CI) | 0.1 | $363k | 1.0k | 363.19 |
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| International Business Machines (IBM) | 0.1 | $363k | -11% | 1.9k | 190.96 |
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| Johnson & Johnson (JNJ) | 0.1 | $357k | 2.3k | 158.19 |
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| Meta Platforms Cl A (META) | 0.1 | $331k | -30% | 681.00 | 485.58 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $330k | +10% | 630.00 | 524.34 |
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| Walt Disney Company (DIS) | 0.1 | $316k | -2% | 2.6k | 122.36 |
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| United Parcel Service CL B (UPS) | 0.1 | $273k | 1.8k | 148.63 |
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| TJX Companies (TJX) | 0.1 | $261k | 2.6k | 101.42 |
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| American Tower Reit (AMT) | 0.1 | $260k | -30% | 1.3k | 197.59 |
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| AFLAC Incorporated (AFL) | 0.1 | $240k | 2.8k | 85.86 |
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| Mid-America Apartment (MAA) | 0.1 | $232k | -47% | 1.8k | 131.58 |
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| Pepsi (PEP) | 0.1 | $224k | -67% | 1.3k | 175.01 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $214k | -11% | 385.00 | 556.40 |
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| Zynex (ZYXI) | 0.0 | $124k | -33% | 10k | 12.37 |
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| Ddc Enterprise Shs Cl A (DDC) | 0.0 | $61k | NEW | 50k | 1.22 |
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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 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
- Platte River Wealth Advisors 2020 Q3 filed Nov. 4, 2020
- Platte River Wealth Advisors 2020 Q2 filed July 7, 2020