Platte River Wealth Advisors

Platte River Wealth Advisors as of March 31, 2024

Portfolio Holdings for Platte River Wealth Advisors

Platte River Wealth Advisors holds 91 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 11.9 $42M 496k 84.44
Ishares Tr S&p 500 Val Etf (IVE) 9.8 $34M 184k 186.81
Vanguard Index Fds Value Etf (VTV) 8.4 $29M 181k 162.86
Vanguard Index Fds Growth Etf (VUG) 4.6 $16M 47k 344.20
Ishares Tr Rus 1000 Grw Etf (IWF) 4.4 $16M 46k 337.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $12M 26k 444.01
Apple (AAPL) 3.1 $11M 63k 171.48
Vanguard Index Fds Mid Cap Etf (VO) 2.9 $10M 40k 249.86
Microsoft Corporation (MSFT) 2.8 $9.9M 24k 420.72
Ishares Tr Rus 1000 Val Etf (IWD) 2.5 $8.9M 50k 179.11
Vanguard Bd Index Fds Intermed Term (BIV) 2.5 $8.8M 117k 75.40
Alphabet Cap Stk Cl C (GOOG) 2.4 $8.3M 54k 152.26
Ishares Tr National Mun Etf (MUB) 2.2 $7.9M 73k 107.60
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.2 $7.8M 154k 50.74
Ishares Tr Ibonds Dec2026 (IBDR) 2.0 $7.1M 298k 23.85
Ishares Tr Ibonds Dec 2030 (IBDV) 2.0 $6.8M 320k 21.40
Ishares Tr Ibonds 27 Etf (IBDS) 1.9 $6.7M 284k 23.80
Eli Lilly & Co. (LLY) 1.9 $6.6M 8.5k 777.96
Ishares Tr Ibonds Dec25 Etf (IBDQ) 1.6 $5.8M 232k 24.81
Ishares Tr Ibds Dec28 Etf (IBDT) 1.6 $5.7M 230k 24.91
Ishares Tr Ibonds Dec 29 (IBDU) 1.5 $5.4M 236k 22.82
Ishares Tr Ibonds Dec 2031 (IBDW) 1.3 $4.7M 230k 20.49
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.3 $4.7M 41k 114.14
Ishares Tr Ibonds Dec 2032 (IBDX) 1.3 $4.6M 186k 24.81
JPMorgan Chase & Co. (JPM) 1.3 $4.4M 22k 200.30
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $3.8M 62k 60.74
Globe Life (GL) 0.9 $3.2M 28k 116.37
Ishares Tr Rus Mdcp Val Etf (IWS) 0.9 $3.2M 25k 125.33
Ishares Tr Select Divid Etf (DVY) 0.8 $2.9M 24k 123.18
UnitedHealth (UNH) 0.8 $2.7M 5.5k 494.70
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $2.3M 19k 118.29
NVIDIA Corporation (NVDA) 0.6 $2.3M 2.5k 903.56
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $2.1M 23k 91.25
Us Bancorp Del Com New (USB) 0.6 $2.0M 46k 44.70
Thermo Fisher Scientific (TMO) 0.6 $1.9M 3.4k 581.21
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $1.9M 38k 50.10
Eaton Corp SHS (ETN) 0.5 $1.9M 6.0k 312.68
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.9M 25k 73.15
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.8M 3.4k 525.73
Union Pacific Corporation (UNP) 0.5 $1.7M 6.8k 245.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.5M 3.5k 420.52
Ishares Tr Core High Dv Etf (HDV) 0.4 $1.4M 13k 110.21
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.4M 17k 84.09
Boston Scientific Corporation (BSX) 0.4 $1.4M 20k 68.49
BlackRock 0.4 $1.4M 1.6k 833.70
Amazon (AMZN) 0.4 $1.3M 7.5k 180.38
Home Depot (HD) 0.3 $1.2M 3.0k 383.60
Cisco Systems (CSCO) 0.3 $1000k 20k 49.91
Alphabet Cap Stk Cl A (GOOGL) 0.3 $979k 6.5k 150.93
Select Sector Spdr Tr Technology (XLK) 0.3 $959k 4.6k 208.27
Nike CL B (NKE) 0.3 $903k 9.6k 93.98
Costco Wholesale Corporation (COST) 0.3 $888k 1.2k 732.63
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $872k 8.9k 97.94
Western Copper And Gold Cor (WRN) 0.2 $843k 551k 1.53
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $837k 14k 61.05
Zoetis Cl A (ZTS) 0.2 $791k 4.7k 169.21
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $789k 28k 28.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $735k 1.4k 523.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $665k 2.6k 259.86
Equinix (EQIX) 0.2 $661k 801.00 825.33
Extra Space Storage (EXR) 0.2 $562k 3.8k 147.00
John Hancock Tax-Advantage Dvd Incom (HTD) 0.2 $527k 27k 19.66
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $521k 12k 42.13
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $465k 2.1k 224.99
Ishares Tr Russell 3000 Etf (IWV) 0.1 $462k 1.5k 300.08
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $443k 5.1k 86.48
Procter & Gamble Company (PG) 0.1 $438k 2.7k 162.25
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $435k 7.7k 56.39
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $421k 1.6k 270.80
Visa Com Cl A (V) 0.1 $416k 1.5k 279.08
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $410k 2.6k 158.81
Mondelez Intl Cl A (MDLZ) 0.1 $403k 5.8k 70.00
Oracle Corporation (ORCL) 0.1 $386k 3.1k 125.61
Caterpillar (CAT) 0.1 $379k 1.0k 366.43
Ishares Tr S&p 100 Etf (OEF) 0.1 $376k 1.5k 247.41
Regeneron Pharmaceuticals (REGN) 0.1 $369k 383.00 962.49
Cigna Corp (CI) 0.1 $363k 1.0k 363.19
International Business Machines (IBM) 0.1 $363k 1.9k 190.96
Johnson & Johnson (JNJ) 0.1 $357k 2.3k 158.19
Meta Platforms Cl A (META) 0.1 $331k 681.00 485.58
Vanguard World Inf Tech Etf (VGT) 0.1 $330k 630.00 524.34
Walt Disney Company (DIS) 0.1 $316k 2.6k 122.36
United Parcel Service CL B (UPS) 0.1 $273k 1.8k 148.63
TJX Companies (TJX) 0.1 $261k 2.6k 101.42
American Tower Reit (AMT) 0.1 $260k 1.3k 197.59
AFLAC Incorporated (AFL) 0.1 $240k 2.8k 85.86
Mid-America Apartment (MAA) 0.1 $232k 1.8k 131.58
Pepsi (PEP) 0.1 $224k 1.3k 175.01
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $214k 385.00 556.40
Zynex (ZYXI) 0.0 $124k 10k 12.37
Ddc Enterprise Shs Cl A 0.0 $61k 50k 1.22