Platte River Wealth Advisors as of Dec. 31, 2021
Portfolio Holdings for Platte River Wealth Advisors
Platte River Wealth Advisors holds 87 positions in its portfolio as reported in 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 | 280k | 150.31 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 7.6 | $22M | 274k | 80.86 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 4.9 | $15M | 91k | 158.93 | |
| Vanguard Index Fds Growth Etf (VUG) | 4.9 | $14M | 47k | 307.51 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.6 | $13M | 54k | 247.96 | |
| Apple (AAPL) | 4.1 | $12M | 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 | 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 | 81k | 110.55 | |
| Microsoft Corporation (MSFT) | 2.8 | $8.0M | 26k | 315.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $7.4M | 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 | 55k | 115.50 | |
| Builders FirstSource (BLDR) | 2.1 | $6.2M | 78k | 80.49 | |
| Amazon (AMZN) | 1.9 | $5.6M | 1.7k | 3307.37 | |
| Meta Platforms Cl A (META) | 1.6 | $4.7M | 14k | 334.38 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.5 | $4.5M | 52k | 86.33 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.5 | $4.4M | 36k | 122.69 | |
| Ishares Tr Select Divid Etf (DVY) | 1.4 | $4.1M | 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 | 39k | 82.15 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.1 | $3.2M | 28k | 112.18 | |
| Realty Income (O) | 1.0 | $3.0M | 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 | 9.5k | 262.36 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $2.4M | 8.5k | 279.73 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $2.3M | 3.6k | 620.41 | |
| Medical Properties Trust (MPW) | 0.7 | $1.9M | 82k | 23.51 | |
| Prologis (PLD) | 0.7 | $1.9M | 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 | 9.5k | 161.80 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $1.5M | 18k | 81.33 | |
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.5 | $1.4M | 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 | 3.6k | 319.89 | |
| Home Depot (HD) | 0.4 | $1.2M | 3.0k | 386.73 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $1.1M | 34k | 32.47 | |
| Eaton Corp SHS (ETN) | 0.4 | $1.1M | 6.3k | 167.80 | |
| Duke Realty Corp Com New | 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 | 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 | 7.2k | 113.46 | |
| Morgan Stanley Com New (MS) | 0.3 | $785k | 7.4k | 105.94 | |
| Lowe's Companies (LOW) | 0.2 | $730k | 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 | 4.7k | 132.90 | |
| Fidelity National Information Services (FIS) | 0.2 | $604k | 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 | 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 | 2.1k | 187.74 | |
| United Parcel Service CL B (UPS) | 0.1 | $388k | 1.8k | 211.44 | |
| Procter & Gamble Company (PG) | 0.1 | $385k | 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 | 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 | 1.2k | 214.57 | |
| Independence Realty Trust In (IRT) | 0.1 | $257k | 11k | 23.93 | |
| Electronic Arts (EA) | 0.1 | $256k | 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 | 388.00 | 626.29 | |
| Cigna Corp (CI) | 0.1 | $240k | 1.0k | 240.00 | |
| Caterpillar (CAT) | 0.1 | $235k | 1.1k | 219.63 | |
| Pepsi (PEP) | 0.1 | $223k | 1.3k | 174.22 | |
| TJX Companies (TJX) | 0.1 | $214k | 2.9k | 74.05 | |
| Honeywell International (HON) | 0.1 | $210k | 972.00 | 216.05 | |
| Zynex (ZYXI) | 0.1 | $172k | 20k | 8.60 |
