Platte River Wealth Advisors as of March 31, 2022
Portfolio Holdings for Platte River Wealth Advisors
Platte River Wealth Advisors holds 83 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 15.3 | $42M | 284k | 147.78 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 7.8 | $21M | 279k | 76.38 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 5.4 | $15M | 95k | 155.72 | |
| Vanguard Index Fds Growth Etf (VUG) | 4.9 | $14M | 47k | 287.59 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.8 | $13M | 55k | 237.85 | |
| Apple (AAPL) | 4.4 | $12M | 69k | 174.60 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $11M | 29k | 362.53 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.7 | $10M | 37k | 277.64 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 3.4 | $9.3M | 56k | 165.99 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.3 | $8.9M | 83k | 108.36 | |
| Microsoft Corporation (MSFT) | 2.8 | $7.8M | 25k | 308.32 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $7.2M | 2.6k | 2792.82 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.1 | $5.8M | 57k | 100.50 | |
| Ishares Tr National Mun Etf (MUB) | 2.1 | $5.7M | 52k | 109.64 | |
| Amazon (AMZN) | 1.9 | $5.2M | 1.6k | 3259.81 | |
| Builders FirstSource (BLDR) | 1.9 | $5.1M | 79k | 64.54 | |
| Ishares Tr Select Divid Etf (DVY) | 1.7 | $4.6M | 36k | 128.12 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.5 | $4.2M | 35k | 119.63 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.4 | $3.8M | 46k | 81.89 | |
| Realty Income (O) | 1.2 | $3.2M | 46k | 69.31 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.1 | $3.1M | 28k | 109.66 | |
| Meta Platforms Cl A (META) | 1.1 | $3.0M | 14k | 222.38 | |
| UnitedHealth (UNH) | 1.1 | $3.0M | 5.9k | 509.89 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.1 | $3.0M | 39k | 77.27 | |
| Eli Lilly & Co. (LLY) | 0.9 | $2.6M | 9.1k | 286.42 | |
| Us Bancorp Del Com New (USB) | 0.9 | $2.4M | 46k | 53.15 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $2.3M | 8.5k | 268.34 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $2.1M | 3.6k | 590.76 | |
| Prologis (PLD) | 0.7 | $2.0M | 12k | 161.49 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.9M | 14k | 136.31 | |
| Union Pacific Corporation (UNP) | 0.7 | $1.8M | 6.8k | 273.17 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.8M | 6.4k | 272.92 | |
| Medical Properties Trust (MPW) | 0.6 | $1.7M | 83k | 21.14 | |
| Nike CL B (NKE) | 0.5 | $1.5M | 11k | 134.55 | |
| Simon Property (SPG) | 0.5 | $1.4M | 11k | 131.59 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $1.4M | 18k | 78.02 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.4M | 3.9k | 352.85 | |
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.5 | $1.4M | 53k | 25.56 | |
| BlackRock | 0.5 | $1.4M | 1.8k | 764.41 | |
| Extra Space Storage (EXR) | 0.4 | $1.2M | 5.9k | 205.63 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $1.2M | 4.4k | 272.38 | |
| Zoetis Cl A (ZTS) | 0.4 | $1.2M | 6.4k | 188.67 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.4 | $1.2M | 48k | 24.89 | |
| Mid-America Apartment (MAA) | 0.4 | $1.2M | 5.7k | 209.38 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $1.1M | 35k | 31.76 | |
| Cisco Systems (CSCO) | 0.4 | $1.1M | 20k | 55.77 | |
| Duke Realty Corp Com New | 0.4 | $991k | 17k | 58.03 | |
| Eaton Corp SHS (ETN) | 0.4 | $963k | 6.3k | 151.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $954k | 343.00 | 2781.34 | |
| Equinix (EQIX) | 0.3 | $944k | 1.3k | 741.56 | |
| Home Depot (HD) | 0.3 | $903k | 3.0k | 299.50 | |
| Boston Scientific Corporation (BSX) | 0.3 | $890k | 20k | 44.27 | |
| Alexandria Real Estate Equities (ARE) | 0.3 | $822k | 4.1k | 201.32 | |
| Walt Disney Company (DIS) | 0.2 | $645k | 4.7k | 137.06 | |
| Costco Wholesale Corporation (COST) | 0.2 | $636k | 1.1k | 576.09 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $633k | 1.4k | 451.82 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $602k | 5.6k | 107.92 | |
| Morgan Stanley Com New (MS) | 0.2 | $601k | 6.9k | 87.35 | |
| Lowe's Companies (LOW) | 0.2 | $549k | 2.7k | 202.21 | |
| American Tower Reit (AMT) | 0.2 | $545k | 2.2k | 251.27 | |
| Johnson & Johnson (JNJ) | 0.2 | $540k | 3.0k | 177.17 | |
| International Business Machines (IBM) | 0.2 | $477k | 3.7k | 130.15 | |
| Deere & Company (DE) | 0.2 | $465k | 1.1k | 415.18 | |
| Fidelity National Information Services (FIS) | 0.2 | $447k | 4.4k | 100.52 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $416k | 2.6k | 161.24 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $404k | 1.5k | 262.34 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $398k | 1.6k | 255.95 | |
| United Parcel Service CL B (UPS) | 0.1 | $394k | 1.8k | 214.71 | |
| Crown Castle Intl (CCI) | 0.1 | $391k | 2.1k | 184.43 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $383k | 6.1k | 62.73 | |
| Procter & Gamble Company (PG) | 0.1 | $371k | 2.4k | 152.80 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $317k | 1.5k | 208.55 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $314k | 693.00 | 453.10 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $297k | 5.6k | 53.32 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $287k | 585.00 | 490.60 | |
| Independence Realty Trust In (IRT) | 0.1 | $284k | 11k | 26.44 | |
| Visa Com Cl A (V) | 0.1 | $274k | 1.2k | 221.86 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $271k | 388.00 | 698.45 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $260k | 3.9k | 66.16 | |
| Cigna Corp (CI) | 0.1 | $240k | 1.0k | 240.00 | |
| Electronic Arts (EA) | 0.1 | $228k | 1.8k | 126.60 | |
| Pepsi (PEP) | 0.1 | $214k | 1.3k | 167.19 | |
| Zynex (ZYXI) | 0.1 | $171k | 28k | 6.21 |
