Platte River Wealth Advisors

Platte River Wealth Advisors as of June 30, 2023

Portfolio Holdings for Platte River Wealth Advisors

Platte River Wealth Advisors holds 95 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 14.1 $40M 283k 142.10
Ishares Tr S&p 500 Grwt Etf (IVW) 8.7 $25M 354k 70.48
Ishares Tr S&p 500 Val Etf (IVE) 4.7 $13M 82k 161.19
Apple (AAPL) 4.2 $12M 62k 193.97
Ishares Tr Rus 1000 Grw Etf (IWF) 3.8 $11M 40k 275.18
Vanguard Index Fds Growth Etf (VUG) 3.8 $11M 38k 282.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $9.3M 25k 369.42
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $8.5M 39k 220.16
Microsoft Corporation (MSFT) 2.8 $8.0M 24k 340.54
Ishares Tr Ibonds Dec2026 (IBDR) 2.5 $7.2M 308k 23.47
Ishares Tr Ibonds 27 Etf (IBDS) 2.4 $7.0M 296k 23.48
Ishares Tr Ibonds Dec 2030 (IBDV) 2.4 $6.9M 326k 21.20
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.4 $6.9M 283k 24.38
Ishares Tr Rus 1000 Val Etf (IWD) 2.3 $6.7M 42k 157.83
Alphabet Cap Stk Cl C (GOOG) 2.3 $6.5M 54k 120.97
Ishares Tr Ibonds Dec24 Etf (IBDP) 2.2 $6.2M 254k 24.62
Ishares Tr Ibds Dec28 Etf (IBDT) 2.1 $5.9M 242k 24.50
Ishares Tr Ibonds Dec 29 (IBDU) 2.0 $5.8M 260k 22.45
Vanguard Bd Index Fds Intermed Term (BIV) 1.9 $5.5M 73k 75.23
Eli Lilly & Co. (LLY) 1.5 $4.2M 8.9k 468.98
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.4 $4.1M 42k 96.63
Ishares Tr Ibonds Dec 2031 (IBDW) 1.4 $3.9M 192k 20.27
Ishares Tr Ibonds Dec 2032 (IBDX) 1.3 $3.7M 151k 24.62
Ishares Tr Select Divid Etf (DVY) 1.2 $3.5M 31k 113.30
Torchmark Corp 1.2 $3.4M 31k 109.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $3.0M 60k 50.22
JPMorgan Chase & Co. (JPM) 1.0 $2.9M 20k 145.44
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $2.9M 26k 109.84
UnitedHealth (UNH) 1.0 $2.8M 5.9k 480.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $2.5M 9.6k 261.49
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $2.1M 20k 107.13
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $1.8M 24k 75.00
Thermo Fisher Scientific (TMO) 0.6 $1.8M 3.4k 521.75
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.5M 3.4k 445.71
Us Bancorp Del Com New (USB) 0.5 $1.5M 46k 33.04
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.4M 23k 61.01
Union Pacific Corporation (UNP) 0.5 $1.4M 6.8k 204.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.3M 18k 73.03
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.3M 15k 83.56
NVIDIA Corporation (NVDA) 0.4 $1.2M 2.9k 423.02
Eaton Corp SHS (ETN) 0.4 $1.2M 6.0k 201.10
BlackRock (BLK) 0.4 $1.2M 1.7k 691.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M 3.5k 341.00
Nike CL B (NKE) 0.4 $1.1M 10k 110.37
Boston Scientific Corporation (BSX) 0.4 $1.1M 20k 54.09
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.0M 11k 97.95
Cisco Systems (CSCO) 0.4 $1.0M 20k 51.74
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $1.0M 38k 26.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $979k 14k 72.69
Equinix (EQIX) 0.3 $951k 1.2k 783.94
Home Depot (HD) 0.3 $941k 3.0k 310.64
Zoetis Cl A (ZTS) 0.3 $897k 5.2k 172.21
Extra Space Storage (EXR) 0.3 $867k 5.8k 148.85
Lauder Estee Cos Cl A (EL) 0.3 $834k 4.2k 196.38
Amazon (AMZN) 0.3 $807k 6.2k 130.36
Select Sector Spdr Tr Technology (XLK) 0.3 $799k 4.6k 173.86
Alphabet Cap Stk Cl A (GOOGL) 0.3 $780k 6.5k 119.70
Ishares Tr Core High Dv Etf (HDV) 0.3 $767k 7.6k 100.79
Costco Wholesale Corporation (COST) 0.2 $679k 1.3k 538.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $620k 1.4k 443.28
Johnson & Johnson (JNJ) 0.2 $604k 3.7k 165.52
Mid-America Apartment (MAA) 0.2 $581k 3.8k 151.86
John Hancock Tax-Advantage Dvd Incom (HTD) 0.2 $536k 26k 20.40
Mondelez Intl Cl A (MDLZ) 0.2 $493k 6.8k 72.94
Walt Disney Company (DIS) 0.2 $482k 5.4k 89.28
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $472k 11k 43.20
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $448k 8.7k 51.70
Ishares Tr National Mun Etf (MUB) 0.2 $443k 4.2k 106.73
Procter & Gamble Company (PG) 0.2 $441k 2.9k 151.74
American Tower Reit (AMT) 0.1 $407k 2.1k 193.94
Ishares Tr Russell 3000 Etf (IWV) 0.1 $392k 1.5k 254.48
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $377k 1.6k 242.66
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $363k 2.6k 140.80
Visa Com Cl A (V) 0.1 $354k 1.5k 237.48
Medtronic SHS (MDT) 0.1 $341k 3.9k 88.10
Morgan Stanley Com New (MS) 0.1 $330k 3.9k 85.40
United Parcel Service CL B (UPS) 0.1 $329k 1.8k 179.25
International Business Machines (IBM) 0.1 $325k 2.4k 133.81
Regal-beloit Corporation (RRX) 0.1 $322k 2.1k 153.90
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $317k 1.1k 295.83
Ishares Tr S&p 100 Etf (OEF) 0.1 $315k 1.5k 207.06
Pepsi (PEP) 0.1 $293k 1.6k 185.22
Cigna Corp (CI) 0.1 $281k 1.0k 280.60
Regeneron Pharmaceuticals (REGN) 0.1 $279k 388.00 718.54
Nice Sponsored Adr (NICE) 0.1 $274k 1.3k 206.50
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $252k 570.00 442.16
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $241k 2.4k 99.65
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $224k 2.1k 105.12
Adobe Systems Incorporated (ADBE) 0.1 $223k 455.00 488.99
TJX Companies (TJX) 0.1 $218k 2.6k 84.79
Honeywell International (HON) 0.1 $218k 1.1k 207.50
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $208k 435.00 478.91
Independence Realty Trust In (IRT) 0.1 $196k 11k 18.22
Zimvie (ZIMV) 0.1 $164k 15k 11.23
Zynex (ZYXI) 0.0 $108k 11k 9.59