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Entity | Shares/Amount Change | Position Value Change |
WRN |
+550,666 | +$843 | XLG |
+12,356 | +$521 | CAT |
+1,035 | +$379 | DDC |
+50,000 | +$61 |
Entity | Shares/Amount Change | Position Value Change |
IBDP |
-112,698 | -$2,807 | VTEB |
-37,036 | -$1,891 | VYMI |
-7,505 | -$499 | HON |
-1,935 | -$406 | ADBE |
-455 | -$271 | MS |
-2,655 | -$248 | VEU |
-4,391 | -$247 | BND |
-3,202 | -$236 |
Entity | Shares/Amount Change | Position Value Change |
IVW |
+104,601 | +$12,484 | JMUB |
+104,025 | +$5,267 | IBDW |
+73,792 | +$1,468 | MUB |
+59,155 | +$6,354 | IBDV |
+57,976 | +$1,178 | IBDX |
+57,420 | +$1,370 | IJH |
+50,824 | +$574 | IBDU |
+34,803 | +$743 | IBDT |
+31,109 | +$739 | BIV |
+22,410 | +$1,597 |
Entity | Shares/Amount Change | Position Value Change |
IBDQ |
-36,953 | -$904 | ZYXI |
-5,000 | -$39 | VNQ |
-3,953 | -$359 | DVY |
-3,680 | -$289 | CSCO |
-3,464 | -$188 | VTV |
-2,977 | +$1,971 | PEP |
-2,680 | -$449 | MAA |
-1,601 | -$220 | GL |
-1,488 | -$328 |
Size ($ in 1000's)
At 03/31/2024: $350,948 At 12/31/2023: $302,079
Platte River Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Platte River Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Platte River Wealth Advisors LLC to be as follows, presented in the
table below with each row detailing each Platte River Wealth Advisors LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Platte River Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Platte River Wealth Advisors LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | NIKE INC |
9,605 |
UNCH |
$903 | NKE | 9,605 | UNCH | $903 | COSTCO WHSL CORP NEW |
1,212 |
UNCH |
$888 | COST | 1,212 | UNCH | $888 | ISHARES TR (AGG) |
8,905 |
-599 |
$872 | AGG | 8,905 | -599 | $872 | WESTERN COPPER & GOLD CORP |
550,666 |
+550,666 |
$843 | WRN | 550,666 | +550,666 | $843 | SCHWAB STRATEGIC TR |
13,708 |
+761 |
$837 | SCHB | 13,708 | +761 | $837 | ZOETIS INC |
4,675 |
-1,465 |
$791 | ZTS | 4,675 | -1,465 | $791 | ISHARES TR (IDV) |
28,132 |
+19,251 |
$789 | IDV | 28,132 | +19,251 | $789 | SPDR S&P 500 ETF TR (SPY) |
1,406 |
UNCH |
$735 | SPY | 1,406 | UNCH | $735 | VANGUARD INDEX FDS (VTI) |
2,558 |
+3 |
$665 | VTI | 2,558 | +3 | $665 | EQUINIX INC |
801 |
-336 |
$661 | EQIX | 801 | -336 | $661 | EXTRA SPACE STORAGE INC |
3,821 |
-1,412 |
$562 | EXR | 3,821 | -1,412 | $562 | HANCOCK JOHN TAX ADVANTAGED |
26,792 |
+5,588 |
$527 | HTD | 26,792 | +5,588 | $527 | INVESCO EXCHANGE TRADED FD T (XLG) |
12,356 |
+12,356 |
$521 | XLG | 12,356 | +12,356 | $521 | VANECK ETF TRUST (SMH) |
2,065 |
UNCH |
$465 | SMH | 2,065 | UNCH | $465 | ISHARES TR (IWV) |
1,540 |
UNCH |
$462 | IWV | 1,540 | UNCH | $462 | VANGUARD INDEX FDS (VNQ) |
5,126 |
-3,953 |
$443 | VNQ | 5,126 | -3,953 | $443 | PROCTER AND GAMBLE CO |
2,700 |
-37 |
$438 | PG | 2,700 | -37 | $438 | FIRST TR EXCHANGE TRADED FD (CIBR) |
7,705 |
+1,075 |
$434 | CIBR | 7,705 | +1,075 | $434 | ISHARES TR (IWO) |
1,555 |
UNCH |
$421 | IWO | 1,555 | UNCH | $421 | VISA INC |
1,490 |
UNCH |
$416 | V | 1,490 | UNCH | $416 | ISHARES TR (IWN) |
2,580 |
UNCH |
$410 | IWN | 2,580 | UNCH | $410 | MONDELEZ INTL INC |
5,756 |
-1,000 |
$403 | MDLZ | 5,756 | -1,000 | $403 | ORACLE CORP |
3,075 |
-700 |
$386 | ORCL | 3,075 | -700 | $386 | CATERPILLAR INC |
1,035 |
+1,035 |
$379 | CAT | 1,035 | +1,035 | $379 | ISHARES TR (OEF) |
1,520 |
UNCH |
$376 | OEF | 1,520 | UNCH | $376 | REGENERON PHARMACEUTICALS |
383 |
UNCH |
$369 | REGN | 383 | UNCH | $369 | THE CIGNA GROUP |
1,000 |
UNCH |
$363 | CI | 1,000 | UNCH | $363 | INTERNATIONAL BUSINESS MACHS |
1,900 |
-250 |
$363 | IBM | 1,900 | -250 | $363 | JOHNSON & JOHNSON |
2,258 |
UNCH |
$357 | JNJ | 2,258 | UNCH | $357 | META PLATFORMS INC |
681 |
-292 |
$331 | META | 681 | -292 | $331 | VANGUARD WORLD FD (VGT) |
630 |
+60 |
$330 | VGT | 630 | +60 | $330 | DISNEY WALT CO |
2,583 |
-75 |
$316 | DIS | 2,583 | -75 | $316 | UNITED PARCEL SERVICE INC |
1,835 |
UNCH |
$273 | UPS | 1,835 | UNCH | $273 | TJX COS INC NEW |
2,570 |
-50 |
$261 | TJX | 2,570 | -50 | $261 | AMERICAN TOWER CORP NEW |
1,318 |
-579 |
$260 | AMT | 1,318 | -579 | $260 | AFLAC INC |
2,800 |
UNCH |
$240 | AFL | 2,800 | UNCH | $240 | MID AMER APT CMNTYS INC |
1,760 |
-1,601 |
$232 | MAA | 1,760 | -1,601 | $232 | PEPSICO INC |
1,280 |
-2,680 |
$224 | PEP | 1,280 | -2,680 | $224 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
385 |
-50 |
$214 | MDY | 385 | -50 | $214 | ZYNEX INC |
10,000 |
-5,000 |
$124 | ZYXI | 10,000 | -5,000 | $124 | DDC ENTERPRISE LTD |
50,000 |
+50,000 |
$61 | DDC | 50,000 | +50,000 | $61 | ADOBE INC |
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$0 (exited) | ADBE | 0 | -455 | $0 | VANGUARD BD INDEX FDS |
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$0 (exited) | BND | 0 | -3,202 | $0 | HONEYWELL INTL INC |
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$0 (exited) | HON | 0 | -1,935 | $0 | ISHARES TR |
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$0 (exited) | IBDP | 0 | -112,698 | $0 | MORGAN STANLEY |
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$0 (exited) | MS | 0 | -2,655 | $0 | VANGUARD INTL EQUITY INDEX F |
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$0 (exited) | VEU | 0 | -4,391 | $0 | VANGUARD MUN BD FDS |
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$0 (exited) | VTEB | 0 | -37,036 | $0 | VANGUARD WHITEHALL FDS |
0 |
-7,505 |
$0 (exited) | VYMI | 0 | -7,505 | $0 |
See Summary: Platte River Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Platte River Wealth Advisors LLC
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