PR

Platte River Wealth Advisors, LLC

13F
Platte River Wealth Advisors, LLC
Last update 2024-10-08 94 Stocks (1 new)
Value $373.00 Mil Turnover 2 %
Countries:
Top Holdings: IVW(14.17%)IVE(10.05%)VTV(8.33%)VUG(5.20%)IWF(4.64%)
Portfolio Report
Summary Stock Picks Current Portfolio
Platte River Wealth Advisors, ... Top Holdings of 2024-09-30 View Full List
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVW 		iShares S&P 500 Growth ETF2024-09-30Add
+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 ETF2024-09-30Sold 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 ETF2024-09-30Reduce
-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 ETF2024-09-30Reduce
-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 ETF2024-09-30Reduce
-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 ETF2024-09-30Add
+0.22%
●
181.06 ($189.95) 197.17
$197.79
4.13%
Add 2.28%
190,108
4,234
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.20%
●
74.26 ($77.1) 78.84
$76.37
-0.95%
Add 8.01%
129,547
9,611
VUG 		Vanguard Growth ETF2024-09-30Add
+0.19%
●
341.08 ($371.89) 391.94
$390.66
5.05%
Add 3.82%
50,534
1,861
VO 		Vanguard Mid-Cap ETF2024-09-30Reduce
-0.19%
●
237.84 ($251.14) 263.83
$266.18
5.99%
Reduce -6.93%
36,875
-2,746
NKE 		Nike Inc2024-09-30Sold 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)

To

Platte River Wealth Advisors, LLC's Asset Allocation

To

Platte River Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Platte River Wealth Advisors, LLC's Hypothetical Growth since 2024-09-30

Platte River Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Platte River Wealth Advisors, LLC's Holdings Heat Map

Size field:

Platte River Wealth Advisors, LLC's Holdings Bubble Chart

Platte River Wealth Advisors, LLC News

  • 1

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