Platte River Wealth Advisors

Platte River Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Platte River Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 9.7 $29M 391k 75.10
Ishares Tr S&p 500 Val Etf (IVE) 9.4 $28M 164k 173.89
Vanguard Index Fds Value Etf (VTV) 9.1 $28M 184k 149.50
Vanguard Index Fds Growth Etf (VUG) 4.4 $13M 42k 310.88
Apple (AAPL) 4.0 $12M 63k 192.53
Ishares Tr Rus 1000 Grw Etf (IWF) 4.0 $12M 39k 303.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $11M 26k 409.52
Vanguard Index Fds Mid Cap Etf (VO) 3.1 $9.2M 40k 232.64
Microsoft Corporation (MSFT) 3.0 $9.0M 24k 376.04
Alphabet Cap Stk Cl C (GOOG) 2.5 $7.7M 55k 140.93
Vanguard Bd Index Fds Intermed Term (BIV) 2.4 $7.2M 94k 76.38
Ishares Tr Ibonds Dec2026 (IBDR) 2.4 $7.1M 299k 23.90
Ishares Tr Rus 1000 Val Etf (IWD) 2.3 $7.0M 43k 165.25
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.2 $6.7M 269k 24.76
Ishares Tr Ibonds 27 Etf (IBDS) 2.1 $6.4M 269k 23.93
Ishares Tr Ibonds Dec 2030 (IBDV) 1.9 $5.7M 262k 21.64
Eli Lilly & Co. (LLY) 1.7 $5.1M 8.7k 582.92
Ishares Tr Ibds Dec28 Etf (IBDT) 1.6 $5.0M 198k 25.09
Ishares Tr Ibonds Dec 29 (IBDU) 1.5 $4.6M 201k 23.07
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.5 $4.4M 42k 104.46
JPMorgan Chase & Co. (JPM) 1.2 $3.6M 21k 170.10
Globe Life (GL) 1.2 $3.5M 29k 121.72
Ishares Tr Ibonds Dec 2032 (IBDX) 1.1 $3.2M 129k 25.23
Ishares Tr Ibonds Dec 2031 (IBDW) 1.1 $3.2M 156k 20.77
Ishares Tr Select Divid Etf (DVY) 1.1 $3.2M 28k 117.22
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $3.2M 12k 277.15
UnitedHealth (UNH) 1.0 $3.2M 6.0k 526.47
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $3.0M 26k 116.29
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.9 $2.8M 113k 24.91
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.8 $2.5M 50k 50.96
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $2.3M 20k 114.04
Us Bancorp Del Com New (USB) 0.7 $2.0M 46k 43.28
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $1.9M 24k 79.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.9M 37k 51.05
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $1.8M 38k 46.63
Thermo Fisher Scientific (TMO) 0.6 $1.8M 3.4k 530.79
Union Pacific Corporation (UNP) 0.5 $1.7M 6.8k 245.62
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.6M 3.4k 477.63
Ishares Tr National Mun Etf (MUB) 0.5 $1.5M 14k 108.41
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.5M 23k 65.06
NVIDIA Corporation (NVDA) 0.5 $1.4M 2.9k 495.22
Eaton Corp SHS (ETN) 0.5 $1.4M 6.0k 240.82
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.4M 18k 77.73
BlackRock (BLK) 0.4 $1.3M 1.6k 811.80
Ishares Tr Core High Dv Etf (HDV) 0.4 $1.3M 13k 101.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M 3.5k 356.66
Zoetis Cl A (ZTS) 0.4 $1.2M 6.1k 197.37
Cisco Systems (CSCO) 0.4 $1.2M 24k 50.52
Boston Scientific Corporation (BSX) 0.4 $1.2M 20k 57.81
Amazon (AMZN) 0.4 $1.1M 7.4k 151.94
Home Depot (HD) 0.3 $1.0M 3.0k 346.55
Nike CL B (NKE) 0.3 $1.0M 9.6k 108.57
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $943k 9.5k 99.25
Alphabet Cap Stk Cl A (GOOGL) 0.3 $925k 6.6k 139.69
Equinix (EQIX) 0.3 $916k 1.1k 805.39
Select Sector Spdr Tr Technology (XLK) 0.3 $891k 4.6k 192.48
Extra Space Storage (EXR) 0.3 $839k 5.2k 160.33
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $802k 9.1k 88.36
Costco Wholesale Corporation (COST) 0.3 $800k 1.2k 660.08
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $721k 13k 55.67
Pepsi (PEP) 0.2 $673k 4.0k 169.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $668k 1.4k 475.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $606k 2.6k 237.22
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $499k 7.5k 66.49
Mondelez Intl Cl A (MDLZ) 0.2 $489k 6.8k 72.43
Mid-America Apartment (MAA) 0.1 $452k 3.4k 134.46
Ishares Tr Russell 3000 Etf (IWV) 0.1 $422k 1.5k 273.74
American Tower Reit (AMT) 0.1 $410k 1.9k 215.88
Honeywell International (HON) 0.1 $406k 1.9k 209.71
John Hancock Tax-Advantage Dvd Incom (HTD) 0.1 $402k 21k 18.97
Procter & Gamble Company (PG) 0.1 $401k 2.7k 146.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $401k 2.6k 155.33
Oracle Corporation (ORCL) 0.1 $398k 3.8k 105.43
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $392k 1.6k 252.22
Visa Com Cl A (V) 0.1 $388k 1.5k 260.35
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $361k 2.1k 174.87
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $357k 6.6k 53.84
Johnson & Johnson (JNJ) 0.1 $354k 2.3k 156.74
International Business Machines (IBM) 0.1 $352k 2.2k 163.55
Meta Platforms Cl A (META) 0.1 $344k 973.00 353.96
Ishares Tr S&p 100 Etf (OEF) 0.1 $340k 1.5k 223.39
Regeneron Pharmaceuticals (REGN) 0.1 $336k 383.00 878.29
Cigna Corp (CI) 0.1 $300k 1.0k 299.45
United Parcel Service CL B (UPS) 0.1 $289k 1.8k 157.23
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $276k 570.00 484.00
Adobe Systems Incorporated (ADBE) 0.1 $272k 455.00 596.60
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $249k 8.9k 27.99
Morgan Stanley Com New (MS) 0.1 $248k 2.7k 93.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $247k 4.4k 56.14
TJX Companies (TJX) 0.1 $246k 2.6k 93.81
Walt Disney Company (DIS) 0.1 $240k 2.7k 90.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $236k 3.2k 73.55
AFLAC Incorporated (AFL) 0.1 $231k 2.8k 82.50
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $221k 435.00 507.38
Zynex (ZYXI) 0.1 $163k 15k 10.89