Platte River Wealth Advisors

Platte River Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Platte River Wealth Advisors

Platte River Wealth Advisors holds 97 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 14.3 $39M 284k 137.93
Ishares Tr S&p 500 Grwt Etf (IVW) 9.0 $25M 358k 68.42
Ishares Tr S&p 500 Val Etf (IVE) 4.7 $13M 83k 153.84
Apple (AAPL) 3.9 $11M 62k 171.21
Ishares Tr Rus 1000 Grw Etf (IWF) 3.8 $11M 40k 265.99
Vanguard Index Fds Growth Etf (VUG) 3.8 $10M 38k 272.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $9.0M 25k 358.27
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $8.1M 39k 208.24
Microsoft Corporation (MSFT) 2.7 $7.5M 24k 315.75
Alphabet Cap Stk Cl C (GOOG) 2.6 $7.2M 55k 131.85
Ishares Tr Ibonds Dec2026 (IBDR) 2.5 $6.9M 296k 23.34
Ishares Tr Ibonds Dec 2030 (IBDV) 2.4 $6.6M 322k 20.38
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.4 $6.5M 267k 24.37
Ishares Tr Ibonds 27 Etf (IBDS) 2.4 $6.4M 278k 23.14
Ishares Tr Rus 1000 Val Etf (IWD) 2.3 $6.4M 42k 151.82
Ishares Tr Ibds Dec28 Etf (IBDT) 2.1 $5.8M 243k 24.03
Ishares Tr Ibonds Dec 29 (IBDU) 2.1 $5.7M 261k 21.90
Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $5.3M 74k 72.31
Eli Lilly & Co. (LLY) 1.7 $4.7M 8.8k 537.13
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.4 $3.9M 42k 91.35
Ishares Tr Ibonds Dec 2031 (IBDW) 1.3 $3.5M 178k 19.39
Globe Life (GL) 1.2 $3.4M 31k 108.73
Ishares Tr Select Divid Etf (DVY) 1.2 $3.4M 31k 107.64
Ishares Tr Ibonds Dec 2032 (IBDX) 1.2 $3.3M 140k 23.48
UnitedHealth (UNH) 1.1 $3.1M 6.1k 504.19
JPMorgan Chase & Co. (JPM) 1.1 $2.9M 20k 145.02
Ishares Tr Ibonds Dec24 Etf 1.0 $2.9M 116k 24.73
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $2.7M 26k 104.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $2.6M 54k 48.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $2.4M 9.6k 249.36
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $2.0M 20k 100.93
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $1.8M 24k 72.24
Thermo Fisher Scientific (TMO) 0.6 $1.7M 3.4k 506.17
Us Bancorp Del Com New (USB) 0.6 $1.5M 46k 33.06
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.5M 3.5k 429.43
Union Pacific Corporation (UNP) 0.5 $1.4M 6.8k 203.63
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.4M 20k 69.25
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.4M 23k 59.28
Eaton Corp SHS (ETN) 0.5 $1.3M 6.0k 213.28
NVIDIA Corporation (NVDA) 0.5 $1.3M 2.9k 434.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.2M 3.5k 350.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.1M 15k 75.66
BlackRock 0.4 $1.1M 1.7k 646.49
Cisco Systems (CSCO) 0.4 $1.1M 20k 53.76
Boston Scientific Corporation (BSX) 0.4 $1.1M 20k 52.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.0M 15k 69.78
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $995k 11k 94.04
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $973k 38k 25.40
Zoetis Cl A (ZTS) 0.3 $954k 5.5k 173.98
Alphabet Cap Stk Cl A (GOOGL) 0.3 $934k 7.1k 130.86
Amazon (AMZN) 0.3 $931k 7.3k 127.12
Home Depot (HD) 0.3 $923k 3.1k 302.16
Nike CL B (NKE) 0.3 $922k 9.6k 95.62
Equinix (EQIX) 0.3 $870k 1.2k 726.26
Select Sector Spdr Tr Technology (XLK) 0.3 $809k 4.9k 163.93
Ishares Tr Core High Dv Etf (HDV) 0.3 $752k 7.6k 98.89
Costco Wholesale Corporation (COST) 0.3 $689k 1.2k 564.96
Extra Space Storage (EXR) 0.3 $687k 5.7k 121.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $598k 1.4k 427.48
Lauder Estee Cos Cl A (EL) 0.2 $556k 3.8k 144.55
John Hancock Tax-Advantage Dvd Incom (HTD) 0.2 $510k 29k 17.76
Pepsi (PEP) 0.2 $509k 3.0k 169.44
Mid-America Apartment (MAA) 0.2 $475k 3.7k 128.65
Johnson & Johnson (JNJ) 0.2 $471k 3.0k 155.75
Mondelez Intl Cl A (MDLZ) 0.2 $469k 6.8k 69.40
Fortinet (FTNT) 0.2 $452k 7.7k 58.68
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $451k 11k 41.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $432k 8.7k 49.85
Procter & Gamble Company (PG) 0.1 $401k 2.7k 145.86
Ishares Tr National Mun Etf (MUB) 0.1 $381k 3.7k 102.54
Ishares Tr Russell 3000 Etf (IWV) 0.1 $377k 1.5k 245.06
Visa Com Cl A (V) 0.1 $361k 1.6k 230.01
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $350k 2.6k 135.55
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $349k 1.6k 224.15
Honeywell International (HON) 0.1 $337k 1.8k 184.74
American Tower Reit (AMT) 0.1 $330k 2.0k 164.45
Morgan Stanley Com New (MS) 0.1 $326k 4.0k 81.67
International Business Machines (IBM) 0.1 $324k 2.3k 140.30
Regeneron Pharmaceuticals (REGN) 0.1 $319k 388.00 822.96
Medtronic SHS (MDT) 0.1 $310k 4.0k 78.36
Ishares Tr S&p 100 Etf (OEF) 0.1 $305k 1.5k 200.64
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $293k 3.4k 86.56
Cigna Corp (CI) 0.1 $286k 1.0k 286.07
United Parcel Service CL B (UPS) 0.1 $286k 1.8k 155.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $279k 1.3k 212.41
Walt Disney Company (DIS) 0.1 $237k 2.9k 81.05
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $237k 570.00 414.90
Adobe Systems Incorporated (ADBE) 0.1 $232k 455.00 509.90
TJX Companies (TJX) 0.1 $228k 2.6k 88.88
AFLAC Incorporated (AFL) 0.1 $215k 2.8k 76.75
Meta Platforms Cl A (META) 0.1 $215k 715.00 300.21
Regal-beloit Corporation (RRX) 0.1 $204k 1.4k 142.88
Chevron Corporation (CVX) 0.1 $203k 1.2k 168.62
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $201k 2.1k 93.89
Independence Realty Trust In (IRT) 0.1 $151k 11k 14.07
Zimvie (ZIMV) 0.1 $137k 15k 9.41
Zynex (ZYXI) 0.0 $122k 15k 8.00