Platte River Wealth Advisors

Platte River Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for Platte River Wealth Advisors

Platte River Wealth Advisors holds 92 positions in its portfolio as reported in the September 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) 13.9 $53M 552k 95.75
Ishares Tr S&p 500 Val Etf (IVE) 9.9 $38M 190k 197.17
Vanguard Index Fds Value Etf (VTV) 8.2 $31M 178k 174.57
Vanguard Index Fds Growth Etf (VUG) 5.1 $19M 51k 383.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.7 $18M 37k 488.08
Ishares Tr Rus 1000 Grw Etf (IWF) 4.6 $17M 46k 375.38
Apple (AAPL) 4.0 $15M 64k 233.00
Vanguard Bd Index Fds Intermed Term (BIV) 2.7 $10M 130k 78.37
Microsoft Corporation (MSFT) 2.7 $10M 23k 430.30
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $9.7M 37k 263.83
Ishares Tr Rus 1000 Val Etf (IWD) 2.4 $9.2M 48k 189.80
Alphabet Cap Stk Cl C (GOOG) 2.4 $9.1M 54k 167.19
Ishares Tr National Mun Etf (MUB) 2.1 $7.8M 72k 108.63
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.0 $7.7M 151k 51.27
Eli Lilly & Co. (LLY) 1.9 $7.3M 8.3k 885.94
Ishares Tr Ibonds Dec 2030 (IBDV) 1.8 $6.8M 309k 22.17
Ishares Tr Ibonds Dec 29 (IBDU) 1.3 $5.0M 212k 23.51
Ishares Tr Ibonds 27 Etf (IBDS) 1.3 $4.8M 198k 24.37
Ishares Tr Ibonds Dec 2031 (IBDW) 1.3 $4.8M 225k 21.22
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.2 $4.7M 40k 117.29
JPMorgan Chase & Co. (JPM) 1.2 $4.7M 22k 210.86
Ishares Tr Ibonds Dec 2032 (IBDX) 1.2 $4.6M 181k 25.71
Ishares Tr Ibonds Dec2026 (IBDR) 1.2 $4.4M 183k 24.30
NVIDIA Corporation (NVDA) 1.2 $4.4M 36k 121.44
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $4.4M 173k 25.53
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $3.7M 60k 62.32
Ishares Tr Rus Mdcp Val Etf (IWS) 0.9 $3.3M 25k 132.25
UnitedHealth (UNH) 0.8 $3.2M 5.5k 584.68
Ishares Tr Select Divid Etf (DVY) 0.8 $3.1M 23k 135.07
Globe Life (GL) 0.8 $2.9M 27k 105.91
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $2.2M 27k 82.94
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $2.2M 18k 123.62
Us Bancorp Del Com New (USB) 0.6 $2.1M 46k 45.73
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $2.0M 38k 52.86
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $2.0M 22k 91.93
Thermo Fisher Scientific (TMO) 0.5 $2.0M 3.2k 618.57
Ishares Tr Core S&p500 Etf (IVV) 0.5 $2.0M 3.4k 576.82
Eaton Corp SHS (ETN) 0.5 $1.9M 5.9k 331.44
BlackRock 0.5 $1.9M 2.0k 949.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.7M 3.7k 460.26
Boston Scientific Corporation (BSX) 0.4 $1.7M 20k 83.80
Union Pacific Corporation (UNP) 0.4 $1.7M 6.7k 246.48
Ishares Tr Core High Dv Etf (HDV) 0.4 $1.6M 14k 117.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.5M 17k 88.14
Amazon (AMZN) 0.3 $1.3M 6.8k 186.33
Home Depot (HD) 0.3 $1.1M 2.7k 405.20
Select Sector Spdr Tr Technology (XLK) 0.3 $1.1M 4.8k 225.76
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 6.5k 165.85
Costco Wholesale Corporation (COST) 0.2 $919k 1.0k 886.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $910k 14k 66.52
Cisco Systems (CSCO) 0.2 $885k 17k 53.22
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $852k 28k 30.23
Zoetis Cl A (ZTS) 0.2 $841k 4.3k 195.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $792k 1.4k 573.76
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $754k 7.4k 101.27
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $746k 16k 47.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $725k 2.6k 283.18
Equinix (EQIX) 0.2 $711k 801.00 887.63
Extra Space Storage (EXR) 0.2 $689k 3.8k 180.19
Western Copper And Gold Cor (WRN) 0.2 $661k 551k 1.20
John Hancock Tax-Advantage Dvd Incom (HTD) 0.2 $644k 28k 23.22
Ishares Tr Russell 3000 Etf (IWV) 0.1 $503k 1.5k 326.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $499k 5.1k 97.42
Oracle Corporation (ORCL) 0.1 $490k 2.9k 170.40
Procter & Gamble Company (PG) 0.1 $468k 2.7k 173.20
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $459k 1.9k 245.45
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $456k 7.7k 59.23
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $442k 1.6k 284.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $430k 2.6k 166.82
Ishares Tr S&p 100 Etf (OEF) 0.1 $421k 1.5k 276.76
Mondelez Intl Cl A (MDLZ) 0.1 $403k 5.5k 73.67
Regeneron Pharmaceuticals (REGN) 0.1 $403k 383.00 1051.24
Meta Platforms Cl A (META) 0.1 $390k 681.00 572.44
International Business Machines (IBM) 0.1 $376k 1.7k 221.08
Vanguard World Inf Tech Etf (VGT) 0.1 $370k 630.00 586.52
Johnson & Johnson (JNJ) 0.1 $366k 2.3k 162.06
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $364k 3.9k 93.85
Cigna Corp (CI) 0.1 $346k 1.0k 346.44
Visa Com Cl A (V) 0.1 $320k 1.2k 274.95
AFLAC Incorporated (AFL) 0.1 $313k 2.8k 111.80
American Tower Reit (AMT) 0.1 $307k 1.3k 232.56
TJX Companies (TJX) 0.1 $302k 2.6k 117.54
Chubb (CB) 0.1 $300k 1.0k 288.39
Mid-America Apartment (MAA) 0.1 $280k 1.8k 158.90
Zynex (ZYXI) 0.1 $245k 30k 8.16
Lockheed Martin Corporation (LMT) 0.1 $240k 410.00 584.56
Caterpillar (CAT) 0.1 $237k 605.00 391.12
Walt Disney Company (DIS) 0.1 $234k 2.4k 96.19
United Parcel Service CL B (UPS) 0.1 $230k 1.7k 136.34
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $219k 385.00 569.66
Pepsi (PEP) 0.1 $218k 1.3k 170.05
Ddc Enterprise Shs Cl A 0.0 $31k 100k 0.31