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Platte River Wealth Advisors, LLC13F | |
Platte River Wealth Advisors, LLC | |
Last update 2024-10-08 | 94 Stocks (1 new) |
Value $373.00 Mil | Turnover 2 % |
Portfolio Report |
Platte River Wealth Advisors, ... Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVW | iShares S&P 500 Growth ETF | 551,761 | 52831.100 | +4.10% | 14.170 | +0.56% | 0.100 | +7.84% | +29.25% | 54250.243 | ||
IVE | iShares S&P 500 Value ETF | 190,108 | 37483.650 | +2.28% | 10.050 | +0.22% | 0.110 | +5.98% | +13.74% | 35819.389 | ||
VTV | Vanguard Value ETF | 177,856 | 31048.320 | -0.21% | 8.330 | -0.02% | 0.030 | +6.47% | +16.96% | 120016.429 | ||
VUG | Vanguard Growth ETF | 50,534 | 19401.520 | +3.82% | 5.200 | +0.19% | 0.010 | +7.66% | +25.66% | 131999.924 | ||
IWF | iShares Russell 1000 Growth ETF | 46,057 | 17288.880 | -1.73% | 4.640 | -0.08% | 0.020 | +7.60% | +25.59% | 100152.175 | ||
AAPL | Apple Inc | 64,444 | 15015.430 | +0.82% | 4.030 | +0.03% | 0.000 | +5.63% | +20.21% | 3505617.866 | Hardware | |
QQQ | INVESCO QQQ Trust | 26,720 | 13041.370 | +0.81% | 3.500 | +0.03% | 0.000 | +6.25% | +20.22% | 298665.932 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 129,547 | 10152.590 | +8.01% | 2.720 | +0.20% | 0.050 | +1.19% | -0.01% | 18563.875 | ||
MSFT | Microsoft Corp | 23,441 | 10086.690 | -0.04% | 2.710 | 0% | 0.000 | -0.79% | +13.57% | 3157034.390 | Software | |
VO | Vanguard Mid-Cap ETF | 36,875 | 9728.740 | -6.93% | 2.610 | -0.19% | 0.010 | +8.29% | +14.42% | 65397.592 |
Platte River Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Platte River Wealth Advisors, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
IVW | iShares S&P 500 Growth ETF | 2024-09-30 | Add | +0.56% | 84.77 ($92.32) 97.13 | $97.07 | 5.15% | Add 4.1% | 551,761 | 21,750 | |
IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | 2024-09-30 | Sold Out | -0.55% | 24.78 ($24.96) 25.1 | $25.07 | 0.44% | Sold Out | 0 | -79,092 | |
IBDR | iShares iBonds Dec 2026 Term Corporate ETF | 2024-09-30 | Reduce | -0.36% | 23.75 ($24.07) 24.32 | $24.15 | 0.33% | Reduce -22.87% | 183,117 | -54,285 | |
IBDS | iShares iBonds Dec 2027 Term Corporate ETF | 2024-09-30 | Reduce | -0.25% | 23.63 ($24.1) 24.41 | $24.13 | 0.12% | Reduce -16.08% | 198,298 | -37,990 | |
IBDT | iShares iBonds Dec 2028 Term Corporate ETF | 2024-09-30 | Reduce | -0.22% | 24.62 ($25.22) 25.58 | $25.19 | -0.12% | Reduce -15.54% | 172,580 | -31,751 | |
IVE | iShares S&P 500 Value ETF | 2024-09-30 | Add | +0.22% | 181.06 ($189.95) 197.17 | $197.79 | 4.13% | Add 2.28% | 190,108 | 4,234 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2024-09-30 | Add | +0.20% | 74.26 ($77.1) 78.84 | $76.37 | -0.95% | Add 8.01% | 129,547 | 9,611 | |
VUG | Vanguard Growth ETF | 2024-09-30 | Add | +0.19% | 341.08 ($371.89) 391.94 | $390.66 | 5.05% | Add 3.82% | 50,534 | 1,861 | |
VO | Vanguard Mid-Cap ETF | 2024-09-30 | Reduce | -0.19% | 237.84 ($251.14) 263.83 | $266.18 | 5.99% | Reduce -6.93% | 36,875 | -2,746 | |
NKE | Nike Inc | 2024-09-30 | Sold Out | -0.18% | 71.09 ($78.43) 89.44 | $79.04 | 0.78% | Sold Out | 0 | -8,620 |
Platte River Wealth Advisors, LLC Total Holding History ($B)
Platte River Wealth Advisors, LLC's Asset Allocation
Platte River Wealth Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Platte River Wealth Advisors, LLC's Hypothetical Growth since 2024-09-30
Platte River Wealth Advisors, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Platte River Wealth Advisors, LLC's Holdings Heat Map
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Platte River Wealth Advisors, LLC's Holdings Bubble Chart
Platte River Wealth Advisors, LLC News
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