Platte River Wealth Advisors as of Dec. 31, 2020
Portfolio Holdings for Platte River Wealth Advisors
Platte River Wealth Advisors holds 86 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds Value Etf (VTV) | 9.2 | $22M | 175k | 122.56 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 5.4 | $13M | 193k | 65.64 | |
Ishares Tr National Mun Etf (MUB) | 5.0 | $12M | 100k | 117.14 | |
Vanguard Index Fds Growth Etf (VUG) | 4.9 | $11M | 44k | 260.05 | |
Apple (AAPL) | 4.6 | $11M | 78k | 136.87 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 4.5 | $11M | 43k | 247.69 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 4.2 | $9.9M | 216k | 45.57 | |
Vanguard Index Fds Mid Cap Etf (VO) | 4.1 | $9.6M | 45k | 214.26 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $8.8M | 27k | 326.37 | |
Ishares Tr S&p 500 Val Etf (IVE) | 3.7 | $8.5M | 65k | 131.29 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.9 | $6.8M | 64k | 106.94 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 2.7 | $6.3M | 45k | 141.03 | |
Microsoft Corporation (MSFT) | 2.6 | $6.0M | 27k | 224.98 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 2.4 | $5.6M | 61k | 92.10 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 2.4 | $5.5M | 64k | 85.56 | |
Alphabet Cap Stk Cl C (GOOG) | 2.3 | $5.3M | 2.8k | 1891.29 | |
Amazon (AMZN) | 2.2 | $5.2M | 1.6k | 3307.05 | |
Facebook Cl A (META) | 1.6 | $3.8M | 14k | 272.88 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 1.6 | $3.7M | 48k | 77.52 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 1.6 | $3.7M | 14k | 259.97 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 1.5 | $3.5M | 34k | 101.03 | |
salesforce (CRM) | 1.2 | $2.9M | 13k | 222.21 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.2 | $2.8M | 31k | 91.05 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 1.0 | $2.4M | 43k | 56.33 | |
Lockheed Martin Corporation (LMT) | 1.0 | $2.3M | 6.6k | 339.66 | |
Ishares Tr Select Divid Etf (DVY) | 0.9 | $2.1M | 21k | 100.34 | |
Us Bancorp Del Com New (USB) | 0.9 | $2.1M | 46k | 45.66 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $2.0M | 8.4k | 244.59 | |
UnitedHealth (UNH) | 0.9 | $2.0M | 5.7k | 355.04 | |
Thermo Fisher Scientific (TMO) | 0.8 | $1.8M | 3.4k | 512.22 | |
Nike CL B (NKE) | 0.7 | $1.6M | 12k | 141.63 | |
Eli Lilly & Co. (LLY) | 0.7 | $1.6M | 7.8k | 202.30 | |
Medical Properties Trust (MPW) | 0.6 | $1.5M | 68k | 21.72 | |
Prologis (PLD) | 0.6 | $1.4M | 14k | 100.43 | |
Union Pacific Corporation (UNP) | 0.6 | $1.4M | 6.6k | 207.92 | |
BlackRock (BLK) | 0.6 | $1.4M | 1.8k | 742.01 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $1.3M | 19k | 71.38 | |
Invitation Homes (INVH) | 0.6 | $1.3M | 44k | 30.09 | |
Mondelez Intl Cl A (MDLZ) | 0.6 | $1.3M | 24k | 56.13 | |
Lauder Estee Cos Cl A (EL) | 0.5 | $1.2M | 4.7k | 255.32 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $1.1M | 20k | 54.37 | |
American Tower Reit (AMT) | 0.5 | $1.1M | 4.8k | 222.22 | |
Zoetis Cl A (ZTS) | 0.5 | $1.0M | 6.4k | 164.50 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $1.0M | 7.6k | 134.86 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.4 | $916k | 24k | 38.08 | |
Fidelity National Information Services (FIS) | 0.4 | $873k | 6.5k | 133.53 | |
Walt Disney Company (DIS) | 0.4 | $869k | 5.1k | 171.20 | |
Cisco Systems (CSCO) | 0.4 | $865k | 19k | 45.10 | |
Equinix (EQIX) | 0.4 | $865k | 1.2k | 719.63 | |
Electronic Arts (EA) | 0.4 | $855k | 5.9k | 145.90 | |
Home Depot (HD) | 0.4 | $837k | 3.0k | 279.09 | |
Boston Scientific Corporation (BSX) | 0.4 | $821k | 22k | 37.52 | |
John Hancock Tax-Advantage Dvd Incom (HTD) | 0.4 | $815k | 39k | 21.15 | |
Alexandria Real Estate Equities (ARE) | 0.3 | $790k | 4.6k | 171.74 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $787k | 3.4k | 234.09 | |
Eaton Corp SHS (ETN) | 0.3 | $784k | 6.3k | 125.20 | |
Mid-America Apartment (MAA) | 0.3 | $737k | 5.5k | 133.39 | |
Cme (CME) | 0.3 | $737k | 4.0k | 186.11 | |
Duke Realty Corp Com New | 0.3 | $703k | 18k | 40.03 | |
Extra Space Storage (EXR) | 0.3 | $662k | 5.8k | 114.67 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $646k | 343.00 | 1883.38 | |
Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $601k | 20k | 30.89 | |
NVIDIA Corporation (NVDA) | 0.3 | $599k | 1.1k | 554.63 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $560k | 5.6k | 99.95 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $538k | 1.4k | 384.01 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $537k | 1.1k | 472.30 | |
Lowe's Companies (LOW) | 0.2 | $533k | 3.1k | 172.21 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $516k | 1.7k | 311.78 | |
Johnson & Johnson (JNJ) | 0.2 | $473k | 2.9k | 161.65 | |
Wal-Mart Stores (WMT) | 0.2 | $450k | 3.1k | 144.74 | |
Pepsi (PEP) | 0.2 | $421k | 3.0k | 139.50 | |
Visa Com Cl A (V) | 0.2 | $390k | 1.9k | 205.26 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $356k | 1.5k | 231.17 | |
Procter & Gamble Company (PG) | 0.1 | $346k | 2.6k | 130.96 | |
Costco Wholesale Corporation (COST) | 0.1 | $340k | 937.00 | 362.86 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $301k | 2.1k | 141.98 | |
United Parcel Service CL B (UPS) | 0.1 | $296k | 1.9k | 160.00 | |
Crown Castle Intl (CCI) | 0.1 | $288k | 1.8k | 159.56 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $274k | 710.00 | 385.92 | |
PerkinElmer (RVTY) | 0.1 | $271k | 1.8k | 150.56 | |
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $268k | 1.5k | 176.32 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $261k | 585.00 | 446.15 | |
TJX Companies (TJX) | 0.1 | $252k | 3.7k | 68.02 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $235k | 2.5k | 94.30 | |
Cigna Corp (CI) | 0.1 | $226k | 1.0k | 226.00 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $201k | 3.5k | 56.94 |