Holdings Channel
EntityShares/Amount
Change
Position Value
Change
WRN +550,666+$843
XLG +12,356+$521
CAT +1,035+$379
DDC +50,000+$61
EntityShares/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
EntityShares/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
EntityShares/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

All Stocks Held By Platte River Wealth Advisors LLC
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.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ISHARES TR (IVW) 495,534 +104,601 $41,843
     IVW495,534+104,601$41,843
ISHARES TR (IVE) 183,564 +20,025 $34,292
     IVE183,564+20,025$34,292
VANGUARD INDEX FDS (VTV) 180,818 -2,977 $29,448
     VTV180,818-2,977$29,448
VANGUARD INDEX FDS (VUG) 46,935 +4,602 $16,155
     VUG46,935+4,602$16,155
ISHARES TR (IWF) 46,283 +6,875 $15,600
     IWF46,283+6,875$15,600
INVESCO QQQ TR 26,423 +732 $11,732
     QQQ26,423+732$11,732
APPLE INC 63,433 +510 $10,877
     AAPL63,433+510$10,877
VANGUARD INDEX FDS (VO) 40,322 +640 $10,075
     VO40,322+640$10,075
MICROSOFT CORP 23,621 -272 $9,938
     MSFT23,621-272$9,938
ISHARES TR (IWD) 49,575 +6,947 $8,879
     IWD49,575+6,947$8,879
VANGUARD BD INDEX FDS (BIV) 116,620 +22,410 $8,793
     BIV116,620+22,410$8,793
ALPHABET INC 54,316 -191 $8,270
     GOOG54,316-191$8,270
ISHARES TR (MUB) 73,037 +59,155 $7,859
     MUB73,037+59,155$7,859
J P MORGAN EXCHANGE TRADED F (JMUB) 153,805 +104,025 $7,804
     JMUB153,805+104,025$7,804
ISHARES TR (IBDR) 297,993 -1,164 $7,107
     IBDR297,993-1,164$7,107
ISHARES TR (IBDV) 320,005 +57,976 $6,848
     IBDV320,005+57,976$6,848
ISHARES TR (IBDS) 283,522 +14,301 $6,748
     IBDS283,522+14,301$6,748
ELI LILLY & CO 8,470 -245 $6,589
     LLY8,470-245$6,589
ISHARES TR (IBDQ) 231,933 -36,953 $5,754
     IBDQ231,933-36,953$5,754
ISHARES TR (IBDT) 229,454 +31,109 $5,715
     IBDT229,454+31,109$5,715
ISHARES TR (IBDU) 235,822 +34,803 $5,381
     IBDU235,822+34,803$5,381
ISHARES TR (IBDW) 229,742 +73,792 $4,707
     IBDW229,742+73,792$4,707
ISHARES TR (IWP) 40,910 -1,406 $4,669
     IWP40,910-1,406$4,669
ISHARES TR (IBDX) 186,069 +57,420 $4,616
     IBDX186,069+57,420$4,616
JPMORGAN CHASE & CO 21,922 +665 $4,391
     JPM21,922+665$4,391
ISHARES TR (IJH) 62,440 +50,824 $3,793
     IJH62,440+50,824$3,793
GLOBE LIFE INC 27,470 -1,488 $3,197
     GL27,470-1,488$3,197
ISHARES TR (IWS) 25,367 -635 $3,179
     IWS25,367-635$3,179
ISHARES TR (DVY) 23,862 -3,680 $2,939
     DVY23,862-3,680$2,939
UNITEDHEALTH GROUP INC 5,476 -519 $2,709
     UNH5,476-519$2,709
ISHARES TR (IJJ) 19,060 -735 $2,255
     IJJ19,060-735$2,255
NVIDIA CORPORATION 2,495 -405 $2,254
     NVDA2,495-405$2,254
ISHARES TR (IJK) 22,971 -1,370 $2,096
     IJK22,971-1,370$2,096
US BANCORP DEL 45,610 -36 $2,039
     USB45,610-36$2,039
THERMO FISHER SCIENTIFIC INC 3,355 -5 $1,950
     TMO3,355-5$1,950
SPDR SER TR (SPYV) 37,976 -465 $1,903
     SPYV37,976-465$1,903
EATON CORP PLC 5,960 UNCH $1,864
     ETN5,960UNCH$1,864
SPDR SER TR (SPYG) 25,385 +2,335 $1,857
     SPYG25,385+2,335$1,857
ISHARES TR (IVV) 3,386 UNCH $1,780
     IVV3,386UNCH$1,780
UNION PAC CORP 6,754 UNCH $1,661
     UNP6,754UNCH$1,661
BERKSHIRE HATHAWAY INC DEL      $1,452
     BRK.B3,453UNCH$1,452
ISHARES TR (HDV) 12,968 +134 $1,429
     HDV12,968+134$1,429
ISHARES TR (IWR) 16,529 -1,205 $1,390
     IWR16,529-1,205$1,390
BOSTON SCIENTIFIC CORP 20,105 UNCH $1,377
     BSX20,105UNCH$1,377
BLACKROCK INC 1,620 UNCH $1,351
     BLK1,620UNCH$1,351
AMAZON COM INC 7,450 +70 $1,344
     AMZN7,450+70$1,344
HOME DEPOT INC 3,019 -10 $1,158
     HD3,019-10$1,158
CISCO SYS INC 20,026 -3,464 $999
     CSCO20,026-3,464$999
ALPHABET INC 6,487 -131 $979
     GOOGL6,487-131$979
SELECT SECTOR SPDR TR (XLK) 4,602 -25 $958
     XLK4,602-25$958
NIKE INC 9,605 UNCH $903
     NKE9,605UNCH$903
COSTCO WHSL CORP NEW 1,212 UNCH $888
     COST1,212UNCH$888
ISHARES TR (AGG) 8,905 -599 $872
     AGG8,905-599$872
WESTERN COPPER & GOLD CORP 550,666 +550,666 $843
     WRN550,666+550,666$843
SCHWAB STRATEGIC TR 13,708 +761 $837
     SCHB13,708+761$837
ZOETIS INC 4,675 -1,465 $791
     ZTS4,675-1,465$791
ISHARES TR (IDV) 28,132 +19,251 $789
     IDV28,132+19,251$789
SPDR S&P 500 ETF TR (SPY) 1,406 UNCH $735
     SPY1,406UNCH$735
VANGUARD INDEX FDS (VTI) 2,558 +3 $665
     VTI2,558+3$665
EQUINIX INC 801 -336 $661
     EQIX801-336$661
EXTRA SPACE STORAGE INC 3,821 -1,412 $562
     EXR3,821-1,412$562
HANCOCK JOHN TAX ADVANTAGED 26,792 +5,588 $527
     HTD26,792+5,588$527
INVESCO EXCHANGE TRADED FD T (XLG) 12,356 +12,356 $521
     XLG12,356+12,356$521
VANECK ETF TRUST (SMH) 2,065 UNCH $465
     SMH2,065UNCH$465
ISHARES TR (IWV) 1,540 UNCH $462
     IWV1,540UNCH$462
VANGUARD INDEX FDS (VNQ) 5,126 -3,953 $443
     VNQ5,126-3,953$443
PROCTER AND GAMBLE CO 2,700 -37 $438
     PG2,700-37$438
FIRST TR EXCHANGE TRADED FD (CIBR) 7,705 +1,075 $434
     CIBR7,705+1,075$434
ISHARES TR (IWO) 1,555 UNCH $421
     IWO1,555UNCH$421
VISA INC 1,490 UNCH $416
     V1,490UNCH$416
ISHARES TR (IWN) 2,580 UNCH $410
     IWN2,580UNCH$410
MONDELEZ INTL INC 5,756 -1,000 $403
     MDLZ5,756-1,000$403
ORACLE CORP 3,075 -700 $386
     ORCL3,075-700$386
CATERPILLAR INC 1,035 +1,035 $379
     CAT1,035+1,035$379
ISHARES TR (OEF) 1,520 UNCH $376
     OEF1,520UNCH$376
REGENERON PHARMACEUTICALS 383 UNCH $369
     REGN383UNCH$369
THE CIGNA GROUP 1,000 UNCH $363
     CI1,000UNCH$363
INTERNATIONAL BUSINESS MACHS 1,900 -250 $363
     IBM1,900-250$363
JOHNSON & JOHNSON 2,258 UNCH $357
     JNJ2,258UNCH$357
META PLATFORMS INC 681 -292 $331
     META681-292$331
VANGUARD WORLD FD (VGT) 630 +60 $330
     VGT630+60$330
DISNEY WALT CO 2,583 -75 $316
     DIS2,583-75$316
UNITED PARCEL SERVICE INC 1,835 UNCH $273
     UPS1,835UNCH$273
TJX COS INC NEW 2,570 -50 $261
     TJX2,570-50$261
AMERICAN TOWER CORP NEW 1,318 -579 $260
     AMT1,318-579$260
AFLAC INC 2,800 UNCH $240
     AFL2,800UNCH$240
MID AMER APT CMNTYS INC 1,760 -1,601 $232
     MAA1,760-1,601$232
PEPSICO INC 1,280 -2,680 $224
     PEP1,280-2,680$224
SPDR S&P MIDCAP 400 ETF TR (MDY) 385 -50 $214
     MDY385-50$214
ZYNEX INC 10,000 -5,000 $124
     ZYXI10,000-5,000$124
DDC ENTERPRISE LTD 50,000 +50,000 $61
     DDC50,000+50,000$61
ADOBE INC $0 (exited)
     ADBE0-455$0
VANGUARD BD INDEX FDS $0 (exited)
     BND0-3,202$0
HONEYWELL INTL INC $0 (exited)
     HON0-1,935$0
ISHARES TR $0 (exited)
     IBDP0-112,698$0
MORGAN STANLEY $0 (exited)
     MS0-2,655$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VEU0-4,391$0
VANGUARD MUN BD FDS $0 (exited)
     VTEB0-37,036$0
VANGUARD WHITEHALL FDS 0 -7,505 $0 (exited)
     VYMI0-7,505$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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