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Size ($ in 1000's)
At 03/31/2024: $350,948
At 12/31/2023: $302,079
Platte River Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Platte River Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Platte River Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Platte River Wealth Advisors LLC.
In the Platte River Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Platte River Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Platte River Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVW) |
495,534 |
+104,601 |
$41,843 | | IVW | 495,534 | +104,601 | $41,843 | | ISHARES TR (IVE) |
183,564 |
+20,025 |
$34,292 | | IVE | 183,564 | +20,025 | $34,292 | | VANGUARD INDEX FDS (VTV) |
180,818 |
-2,977 |
$29,448 | | VTV | 180,818 | -2,977 | $29,448 | | VANGUARD INDEX FDS (VUG) |
46,935 |
+4,602 |
$16,155 | | VUG | 46,935 | +4,602 | $16,155 | | ISHARES TR (IWF) |
46,283 |
+6,875 |
$15,600 | | IWF | 46,283 | +6,875 | $15,600 | | INVESCO QQQ TR |
26,423 |
+732 |
$11,732 | | QQQ | 26,423 | +732 | $11,732 | | APPLE INC |
63,433 |
+510 |
$10,877 | | AAPL | 63,433 | +510 | $10,877 | | VANGUARD INDEX FDS (VO) |
40,322 |
+640 |
$10,075 | | VO | 40,322 | +640 | $10,075 | | MICROSOFT CORP |
23,621 |
-272 |
$9,938 | | MSFT | 23,621 | -272 | $9,938 | | ISHARES TR (IWD) |
49,575 |
+6,947 |
$8,879 | | IWD | 49,575 | +6,947 | $8,879 | | VANGUARD BD INDEX FDS (BIV) |
116,620 |
+22,410 |
$8,793 | | BIV | 116,620 | +22,410 | $8,793 | | ALPHABET INC |
54,316 |
-191 |
$8,270 | | GOOG | 54,316 | -191 | $8,270 | | ISHARES TR (MUB) |
73,037 |
+59,155 |
$7,859 | | MUB | 73,037 | +59,155 | $7,859 | | J P MORGAN EXCHANGE TRADED F (JMUB) |
153,805 |
+104,025 |
$7,804 | | JMUB | 153,805 | +104,025 | $7,804 | | ISHARES TR (IBDR) |
297,993 |
-1,164 |
$7,107 | | IBDR | 297,993 | -1,164 | $7,107 | | ISHARES TR (IBDV) |
320,005 |
+57,976 |
$6,848 | | IBDV | 320,005 | +57,976 | $6,848 | | ISHARES TR (IBDS) |
283,522 |
+14,301 |
$6,748 | | IBDS | 283,522 | +14,301 | $6,748 | | ELI LILLY & CO |
8,470 |
-245 |
$6,589 | | LLY | 8,470 | -245 | $6,589 | | ISHARES TR (IBDQ) |
231,933 |
-36,953 |
$5,754 | | IBDQ | 231,933 | -36,953 | $5,754 | | ISHARES TR (IBDT) |
229,454 |
+31,109 |
$5,715 | | IBDT | 229,454 | +31,109 | $5,715 | | ISHARES TR (IBDU) |
235,822 |
+34,803 |
$5,381 | | IBDU | 235,822 | +34,803 | $5,381 | | ISHARES TR (IBDW) |
229,742 |
+73,792 |
$4,707 | | IBDW | 229,742 | +73,792 | $4,707 | | ISHARES TR (IWP) |
40,910 |
-1,406 |
$4,669 | | IWP | 40,910 | -1,406 | $4,669 | | ISHARES TR (IBDX) |
186,069 |
+57,420 |
$4,616 | | IBDX | 186,069 | +57,420 | $4,616 | | JPMORGAN CHASE & CO |
21,922 |
+665 |
$4,391 | | JPM | 21,922 | +665 | $4,391 | | ISHARES TR (IJH) |
62,440 |
+50,824 |
$3,793 | | IJH | 62,440 | +50,824 | $3,793 | | GLOBE LIFE INC |
27,470 |
-1,488 |
$3,197 | | GL | 27,470 | -1,488 | $3,197 | | ISHARES TR (IWS) |
25,367 |
-635 |
$3,179 | | IWS | 25,367 | -635 | $3,179 | | ISHARES TR (DVY) |
23,862 |
-3,680 |
$2,939 | | DVY | 23,862 | -3,680 | $2,939 | | UNITEDHEALTH GROUP INC |
5,476 |
-519 |
$2,709 | | UNH | 5,476 | -519 | $2,709 | | ISHARES TR (IJJ) |
19,060 |
-735 |
$2,255 | | IJJ | 19,060 | -735 | $2,255 | | NVIDIA CORPORATION |
2,495 |
-405 |
$2,254 | | NVDA | 2,495 | -405 | $2,254 | | ISHARES TR (IJK) |
22,971 |
-1,370 |
$2,096 | | IJK | 22,971 | -1,370 | $2,096 | | US BANCORP DEL |
45,610 |
-36 |
$2,039 | | USB | 45,610 | -36 | $2,039 | | THERMO FISHER SCIENTIFIC INC |
3,355 |
-5 |
$1,950 | | TMO | 3,355 | -5 | $1,950 | | SPDR SER TR (SPYV) |
37,976 |
-465 |
$1,903 | | SPYV | 37,976 | -465 | $1,903 | | EATON CORP PLC |
5,960 |
UNCH |
$1,864 | | ETN | 5,960 | UNCH | $1,864 | | SPDR SER TR (SPYG) |
25,385 |
+2,335 |
$1,857 | | SPYG | 25,385 | +2,335 | $1,857 | | ISHARES TR (IVV) |
3,386 |
UNCH |
$1,780 | | IVV | 3,386 | UNCH | $1,780 | | UNION PAC CORP |
6,754 |
UNCH |
$1,661 | | UNP | 6,754 | UNCH | $1,661 |  BERKSHIRE HATHAWAY INC DEL |
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$1,452 | | BRK.B | 3,453 | UNCH | $1,452 | | ISHARES TR (HDV) |
12,968 |
+134 |
$1,429 | | HDV | 12,968 | +134 | $1,429 | | ISHARES TR (IWR) |
16,529 |
-1,205 |
$1,390 | | IWR | 16,529 | -1,205 | $1,390 | | BOSTON SCIENTIFIC CORP |
20,105 |
UNCH |
$1,377 | | BSX | 20,105 | UNCH | $1,377 | | BLACKROCK INC |
1,620 |
UNCH |
$1,351 | | BLK | 1,620 | UNCH | $1,351 | | AMAZON COM INC |
7,450 |
+70 |
$1,344 | | AMZN | 7,450 | +70 | $1,344 | | HOME DEPOT INC |
3,019 |
-10 |
$1,158 | | HD | 3,019 | -10 | $1,158 | | CISCO SYS INC |
20,026 |
-3,464 |
$999 | | CSCO | 20,026 | -3,464 | $999 | | ALPHABET INC |
6,487 |
-131 |
$979 | | GOOGL | 6,487 | -131 | $979 | | SELECT SECTOR SPDR TR (XLK) |
4,602 |
-25 |
$958 | | XLK | 4,602 | -25 | $958 |
See Full List: All Stocks Held By Platte River Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Platte River Wealth Advisors LLC
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