Platte River Wealth Advisors

Platte River Wealth Advisors as of March 31, 2023

Portfolio Holdings for Platte River Wealth Advisors

Platte River Wealth Advisors holds 92 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 15.3 $40M 289k 138.11
Ishares Tr S&p 500 Grwt Etf (IVW) 8.4 $22M 343k 63.89
Ishares Tr S&p 500 Val Etf (IVE) 4.3 $11M 75k 151.76
Apple (AAPL) 3.9 $10M 62k 164.90
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $9.8M 40k 244.33
Vanguard Index Fds Growth Etf (VUG) 3.7 $9.6M 38k 249.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $8.0M 25k 320.93
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $7.9M 38k 210.92
Ishares Tr Ibonds Dec2026 (IBDR) 2.8 $7.2M 302k 23.73
Ishares Tr Rus 1000 Val Etf (IWD) 2.6 $6.8M 45k 152.26
Microsoft Corporation (MSFT) 2.6 $6.7M 23k 288.30
Ishares Tr Ibonds 27 Etf (IBDS) 2.6 $6.7M 281k 23.82
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.5 $6.6M 271k 24.53
Ishares Tr Ibonds Dec24 Etf 2.5 $6.5M 263k 24.59
Alphabet Cap Stk Cl C (GOOG) 2.1 $5.5M 53k 104.00
Ishares Tr Ibonds 23 Trm Ts 2.0 $5.3M 212k 24.81
Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $5.1M 67k 76.74
Ishares Tr Ibds Dec28 Etf (IBDT) 1.8 $4.8M 191k 24.94
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $4.7M 56k 83.04
Ishares Tr Ibonds Dec 29 (IBDU) 1.8 $4.6M 202k 22.88
Ishares Tr Select Divid Etf (DVY) 1.6 $4.1M 35k 117.18
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.5 $3.9M 42k 91.05
Globe Life Inc preferred stocks 1.3 $3.4M 31k 110.02
Eli Lilly & Co. (LLY) 1.2 $3.2M 9.3k 343.42
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $2.9M 58k 50.66
Realty Income (O) 1.1 $2.8M 44k 63.32
Ishares Tr Rus Mdcp Val Etf (IWS) 1.1 $2.8M 26k 106.20
UnitedHealth (UNH) 1.0 $2.7M 5.7k 472.59
JPMorgan Chase & Co. (JPM) 1.0 $2.7M 21k 130.31
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $2.2M 8.7k 250.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.8 $2.0M 20k 102.77
Thermo Fisher Scientific (TMO) 0.7 $1.9M 3.2k 576.37
Ishares Tr S&p Mc 400gr Etf (IJK) 0.7 $1.7M 24k 71.51
Us Bancorp Del Com New (USB) 0.6 $1.6M 46k 36.05
Union Pacific Corporation (UNP) 0.5 $1.4M 6.8k 201.26
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.3M 23k 55.36
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.3M 18k 69.92
Nike CL B (NKE) 0.5 $1.2M 10k 122.64
John Hancock Tax-Advantage Dvd Incom (HTD) 0.4 $1.1M 54k 21.32
BlackRock 0.4 $1.1M 1.7k 669.12
Lauder Estee Cos Cl A (EL) 0.4 $1.1M 4.4k 246.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.1M 3.5k 308.77
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $1.0M 38k 27.49
Eaton Corp SHS (ETN) 0.4 $1.0M 6.0k 171.34
Cisco Systems (CSCO) 0.4 $1.0M 20k 52.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.0M 14k 73.83
Boston Scientific Corporation (BSX) 0.4 $1.0M 20k 50.03
Extra Space Storage (EXR) 0.4 $966k 5.9k 162.93
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $966k 50k 19.50
Equinix (EQIX) 0.4 $918k 1.3k 721.04
NVIDIA Corporation (NVDA) 0.3 $888k 3.2k 277.77
Home Depot (HD) 0.3 $842k 2.9k 295.12
Zoetis Cl A (ZTS) 0.3 $729k 4.4k 166.44
Select Sector Spdr Tr Technology (XLK) 0.3 $697k 4.6k 151.01
Alphabet Cap Stk Cl A (GOOGL) 0.3 $687k 6.6k 103.73
Amazon (AMZN) 0.2 $621k 6.0k 103.29
Mid-America Apartment (MAA) 0.2 $610k 4.0k 151.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $572k 1.4k 409.39
Costco Wholesale Corporation (COST) 0.2 $515k 1.0k 496.87
Johnson & Johnson (JNJ) 0.2 $512k 3.3k 155.00
Ishares Tr National Mun Etf (MUB) 0.2 $472k 4.4k 107.74
American Tower Reit (AMT) 0.2 $458k 2.2k 204.34
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $445k 11k 40.72
Procter & Gamble Company (PG) 0.2 $432k 2.9k 148.69
Mondelez Intl Cl A (MDLZ) 0.2 $401k 5.8k 69.72
Ishares Tr Russell 3000 Etf (IWV) 0.1 $363k 1.5k 235.41
Walt Disney Company (DIS) 0.1 $358k 3.6k 100.13
International Business Machines (IBM) 0.1 $357k 2.7k 131.09
United Parcel Service CL B (UPS) 0.1 $356k 1.8k 193.99
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $354k 2.6k 137.02
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $353k 1.6k 226.82
Morgan Stanley Com New (MS) 0.1 $339k 3.9k 87.80
Lowe's Companies (LOW) 0.1 $325k 1.6k 199.97
Regeneron Pharmaceuticals (REGN) 0.1 $319k 388.00 821.67
Ishares Tr Core High Dv Etf (HDV) 0.1 $316k 3.1k 101.66
Ishares Tr Core S&p500 Etf (IVV) 0.1 $285k 693.00 411.08
Ishares Tr S&p 100 Etf (OEF) 0.1 $284k 1.5k 187.04
Cigna Corp (CI) 0.1 $279k 1.1k 255.53
Visa Com Cl A (V) 0.1 $263k 1.2k 225.46
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $252k 12k 21.53
Deere & Company (DE) 0.1 $252k 610.00 412.88
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $251k 12k 20.64
Crown Castle Intl (CCI) 0.1 $239k 1.8k 133.84
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $234k 2.4k 96.70
Pepsi (PEP) 0.1 $233k 1.3k 182.30
Zynex (ZYXI) 0.1 $232k 19k 12.00
Pfizer (PFE) 0.1 $230k 5.6k 40.80
Meta Platforms Cl A (META) 0.1 $221k 1.0k 211.94
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $220k 570.00 385.47
TJX Companies (TJX) 0.1 $201k 2.6k 78.36
Independence Realty Trust In (IRT) 0.1 $172k 11k 16.03
Zimvie (ZIMV) 0.0 $105k 15k 7.23