Platte River Wealth Advisors

Platte River Wealth Advisors as of June 30, 2024

Portfolio Holdings for Platte River Wealth Advisors

Platte River Wealth Advisors holds 94 positions in its portfolio as reported in the June 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) 13.7 $49M 530k 92.54
Ishares Tr S&p 500 Val Etf (IVE) 9.5 $34M 186k 182.01
Vanguard Index Fds Value Etf (VTV) 8.0 $29M 178k 160.41
Vanguard Index Fds Growth Etf (VUG) 5.1 $18M 49k 374.01
Ishares Tr Rus 1000 Grw Etf (IWF) 4.8 $17M 47k 364.51
Apple (AAPL) 3.8 $14M 64k 210.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.6 $13M 27k 479.11
Microsoft Corporation (MSFT) 2.9 $11M 24k 446.95
Alphabet Cap Stk Cl C (GOOG) 2.8 $9.9M 54k 183.42
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $9.6M 40k 242.10
Vanguard Bd Index Fds Intermed Term (BIV) 2.5 $9.0M 120k 74.89
Ishares Tr Rus 1000 Val Etf (IWD) 2.4 $8.7M 50k 174.47
Eli Lilly & Co. (LLY) 2.1 $7.5M 8.3k 905.38
Ishares Tr National Mun Etf (MUB) 2.0 $7.2M 68k 106.55
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.0 $7.2M 143k 50.38
Ishares Tr Ibonds Dec 2030 (IBDV) 1.9 $6.7M 315k 21.26
Ishares Tr Ibonds Dec2026 (IBDR) 1.6 $5.7M 237k 23.82
Ishares Tr Ibonds 27 Etf (IBDS) 1.6 $5.6M 236k 23.73
Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $5.1M 204k 24.77
Ishares Tr Ibonds Dec 29 (IBDU) 1.4 $5.0M 222k 22.67
Ishares Tr Ibonds Dec 2031 (IBDW) 1.3 $4.5M 222k 20.29
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.3 $4.5M 41k 110.35
Ishares Tr Ibonds Dec 2032 (IBDX) 1.2 $4.4M 178k 24.56
NVIDIA Corporation (NVDA) 1.2 $4.3M 35k 123.54
JPMorgan Chase & Co. (JPM) 1.2 $4.3M 21k 202.26
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $3.7M 63k 58.52
Ishares Tr Rus Mdcp Val Etf (IWS) 0.9 $3.0M 25k 120.74
Ishares Tr Select Divid Etf (DVY) 0.8 $2.8M 23k 120.98
UnitedHealth (UNH) 0.8 $2.8M 5.5k 509.26
Globe Life (GL) 0.6 $2.2M 27k 82.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $2.1M 26k 80.13
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $2.1M 19k 113.46
Ishares Tr S&p Mc 400gr Etf (IJK) 0.6 $2.0M 23k 88.11
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.5 $2.0M 79k 24.86
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $1.9M 38k 48.74
Eaton Corp SHS (ETN) 0.5 $1.9M 5.9k 313.55
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.9M 3.4k 547.23
Us Bancorp Del Com New (USB) 0.5 $1.8M 46k 39.70
Thermo Fisher Scientific (TMO) 0.5 $1.8M 3.2k 553.00
BlackRock 0.4 $1.6M 2.0k 787.32
Boston Scientific Corporation (BSX) 0.4 $1.5M 20k 77.01
Union Pacific Corporation (UNP) 0.4 $1.5M 6.7k 226.26
Ishares Tr Core High Dv Etf (HDV) 0.4 $1.5M 13k 108.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.4M 3.5k 406.80
Amazon (AMZN) 0.4 $1.4M 7.0k 193.25
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.3M 17k 81.08
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.2M 6.5k 182.15
Select Sector Spdr Tr Technology (XLK) 0.3 $1.1M 4.8k 226.23
Home Depot (HD) 0.3 $936k 2.7k 344.24
Costco Wholesale Corporation (COST) 0.2 $881k 1.0k 849.99
Cisco Systems (CSCO) 0.2 $869k 18k 47.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $860k 14k 62.87
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $798k 8.2k 97.07
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $780k 28k 27.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $765k 1.4k 544.22
Zoetis Cl A (ZTS) 0.2 $746k 4.3k 173.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $684k 2.6k 267.46
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $655k 14k 45.75
Nike CL B (NKE) 0.2 $650k 8.6k 75.37
Western Copper And Gold Cor (WRN) 0.2 $633k 551k 1.15
Equinix (EQIX) 0.2 $606k 801.00 756.60
Extra Space Storage (EXR) 0.2 $594k 3.8k 155.41
John Hancock Tax-Advantage Dvd Incom (HTD) 0.2 $540k 27k 20.21
Ishares Tr Russell 3000 Etf (IWV) 0.1 $475k 1.5k 308.67
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $460k 1.8k 260.70
Procter & Gamble Company (PG) 0.1 $445k 2.7k 164.92
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $435k 7.7k 56.42
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $429k 5.1k 83.76
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $408k 1.6k 262.53
Regeneron Pharmaceuticals (REGN) 0.1 $403k 383.00 1051.03
Ishares Tr S&p 100 Etf (OEF) 0.1 $402k 1.5k 264.30
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $393k 2.6k 152.30
Mondelez Intl Cl A (MDLZ) 0.1 $377k 5.8k 65.44
Oracle Corporation (ORCL) 0.1 $364k 2.6k 141.20
Vanguard World Inf Tech Etf (VGT) 0.1 $363k 630.00 576.59
Meta Platforms Cl A (META) 0.1 $343k 681.00 504.22
Cigna Corp (CI) 0.1 $331k 1.0k 330.57
Johnson & Johnson (JNJ) 0.1 $330k 2.3k 146.16
Caterpillar (CAT) 0.1 $311k 935.00 333.10
Visa Com Cl A (V) 0.1 $306k 1.2k 262.47
International Business Machines (IBM) 0.1 $294k 1.7k 172.95
TJX Companies (TJX) 0.1 $283k 2.6k 110.10
Zynex (ZYXI) 0.1 $280k 30k 9.32
Walt Disney Company (DIS) 0.1 $257k 2.6k 99.29
American Tower Reit (AMT) 0.1 $256k 1.3k 194.38
Mid-America Apartment (MAA) 0.1 $251k 1.8k 142.61
AFLAC Incorporated (AFL) 0.1 $250k 2.8k 89.31
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $242k 3.1k 77.92
Metropcs Communications (TMUS) 0.1 $241k 1.4k 176.18
United Parcel Service CL B (UPS) 0.1 $231k 1.7k 136.85
Chubb (CB) 0.1 $218k 855.00 255.08
Pepsi (PEP) 0.1 $211k 1.3k 164.93
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $206k 385.00 535.08
Ddc Enterprise Shs Cl A (DDC) 0.0 $54k 70k 0.77