Platte River Wealth Advisors as of Dec. 31, 2022
Portfolio Holdings for Platte River Wealth Advisors
Platte River Wealth Advisors holds 87 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 18.6 | $44M | 313k | 140.37 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 8.5 | $20M | 344k | 58.50 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.7 | $11M | 55k | 203.81 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 4.5 | $11M | 73k | 145.07 | |
| Vanguard Index Fds Growth Etf (VUG) | 3.7 | $8.8M | 41k | 213.11 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.6 | $8.6M | 40k | 214.24 | |
| Apple (AAPL) | 3.6 | $8.5M | 66k | 129.93 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $7.7M | 29k | 266.28 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.9 | $6.9M | 45k | 151.65 | |
| Microsoft Corporation (MSFT) | 2.5 | $6.0M | 25k | 239.82 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.2 | $5.2M | 63k | 82.48 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.0 | $4.8M | 57k | 83.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $4.7M | 53k | 88.73 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.9 | $4.6M | 62k | 74.32 | |
| Ishares Tr Select Divid Etf (DVY) | 1.9 | $4.5M | 37k | 120.60 | |
| Globe Life (GL) | 1.6 | $3.7M | 31k | 120.55 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.5 | $3.5M | 33k | 105.34 | |
| Eli Lilly & Co. (LLY) | 1.5 | $3.4M | 9.4k | 365.84 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.4 | $3.3M | 67k | 49.49 | |
| UnitedHealth (UNH) | 1.3 | $3.1M | 5.9k | 530.18 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.2 | $2.7M | 27k | 100.80 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.7M | 20k | 134.10 | |
| Realty Income (O) | 1.1 | $2.7M | 42k | 63.43 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $2.6M | 11k | 241.89 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.1 | $2.6M | 38k | 68.30 | |
| Amazon (AMZN) | 1.1 | $2.5M | 30k | 84.00 | |
| Prologis (PLD) | 1.0 | $2.2M | 20k | 112.73 | |
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.9 | $2.1M | 88k | 24.42 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.9 | $2.1M | 88k | 24.32 | |
| Us Bancorp Del Com New (USB) | 0.8 | $2.0M | 46k | 43.61 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $1.9M | 3.4k | 550.69 | |
| Ishares Tr Ibonds 23 Trm Ts | 0.7 | $1.7M | 70k | 24.70 | |
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.7 | $1.7M | 72k | 23.85 | |
| Union Pacific Corporation (UNP) | 0.6 | $1.4M | 6.8k | 207.07 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $1.3M | 19k | 71.84 | |
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.5 | $1.3M | 56k | 22.86 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $1.2M | 25k | 50.67 | |
| BlackRock (BLK) | 0.5 | $1.2M | 1.7k | 708.63 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $1.2M | 18k | 67.45 | |
| Nike CL B (NKE) | 0.5 | $1.2M | 10k | 117.01 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.5 | $1.1M | 59k | 19.29 | |
| Lauder Estee Cos Cl A (EL) | 0.5 | $1.1M | 4.4k | 248.11 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.0M | 3.4k | 308.90 | |
| Eaton Corp SHS (ETN) | 0.4 | $996k | 6.3k | 156.95 | |
| Cisco Systems (CSCO) | 0.4 | $936k | 20k | 47.64 | |
| Zoetis Cl A (ZTS) | 0.4 | $934k | 6.4k | 146.55 | |
| Boston Scientific Corporation (BSX) | 0.4 | $930k | 20k | 46.27 | |
| Home Depot (HD) | 0.4 | $902k | 2.9k | 315.86 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $888k | 33k | 27.16 | |
| Mid-America Apartment (MAA) | 0.4 | $875k | 5.6k | 156.99 | |
| Extra Space Storage (EXR) | 0.4 | $873k | 5.9k | 147.18 | |
| Pfizer (PFE) | 0.4 | $842k | 16k | 51.24 | |
| Equinix (EQIX) | 0.4 | $834k | 1.3k | 655.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $585k | 6.6k | 88.23 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $574k | 4.6k | 124.44 | |
| Alexandria Real Estate Equities (ARE) | 0.2 | $538k | 3.7k | 145.67 | |
| Johnson & Johnson (JNJ) | 0.2 | $536k | 3.0k | 176.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $536k | 1.4k | 382.43 | |
| NVIDIA Corporation (NVDA) | 0.2 | $511k | 3.5k | 146.14 | |
| American Tower Reit (AMT) | 0.2 | $475k | 2.2k | 211.86 | |
| Costco Wholesale Corporation (COST) | 0.2 | $473k | 1.0k | 456.50 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $463k | 4.4k | 105.52 | |
| Procter & Gamble Company (PG) | 0.2 | $440k | 2.9k | 151.56 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $425k | 11k | 38.89 | |
| Cigna Corp (CI) | 0.2 | $423k | 1.3k | 331.34 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $407k | 6.1k | 66.65 | |
| International Business Machines (IBM) | 0.2 | $384k | 2.7k | 140.89 | |
| Walt Disney Company (DIS) | 0.2 | $379k | 4.4k | 86.88 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $358k | 2.6k | 138.67 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $340k | 1.5k | 220.68 | |
| Morgan Stanley Com New (MS) | 0.1 | $334k | 3.9k | 85.02 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $334k | 1.6k | 214.52 | |
| Lowe's Companies (LOW) | 0.1 | $324k | 1.6k | 199.24 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $324k | 3.1k | 104.24 | |
| United Parcel Service CL B (UPS) | 0.1 | $319k | 1.8k | 173.84 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $314k | 817.00 | 384.21 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $280k | 388.00 | 721.49 | |
| Zynex (ZYXI) | 0.1 | $268k | 19k | 13.91 | |
| Crown Castle Intl (CCI) | 0.1 | $260k | 1.9k | 135.64 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $259k | 1.5k | 170.57 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $259k | 585.00 | 442.79 | |
| Visa Com Cl A (V) | 0.1 | $242k | 1.2k | 207.76 | |
| Pepsi (PEP) | 0.1 | $241k | 1.3k | 180.66 | |
| TJX Companies (TJX) | 0.1 | $234k | 2.9k | 79.60 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $223k | 2.4k | 94.64 | |
| AFLAC Incorporated (AFL) | 0.1 | $201k | 2.8k | 71.94 | |
| Independence Realty Trust In (IRT) | 0.1 | $181k | 11k | 16.86 |
