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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 % |
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 | 52,831.1 | +4.10% | 14.170 | +0.56% | 0.100 | +27.10% | +10.87% | 61,778.2 | ||
IVE | iShares S&P 500 Value ETF | 190,108 | 37,483.7 | +2.28% | 10.050 | +0.22% | 0.110 | +11.73% | +4.23% | 39,547.7 | ||
VTV | Vanguard Value ETF | 177,856 | 31,048.3 | -0.21% | 8.330 | -0.02% | 0.030 | +10.43% | +6.13% | 132,881.1 | ||
VUG | Vanguard Growth ETF | 50,534 | 19,401.5 | +3.82% | 5.200 | +0.19% | 0.010 | +27.48% | +9.52% | 167,127.0 | ||
IWF | iShares Russell 1000 Growth ETF | 46,057 | 17,288.9 | -1.73% | 4.640 | -0.08% | 0.020 | +27.24% | +8.36% | 113,776.0 | ||
AAPL | Apple Inc | 64,444 | 15,015.4 | +0.82% | 4.030 | +0.03% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
QQQ | INVESCO QQQ Trust | 26,720 | 13,041.4 | +0.81% | 3.500 | +0.03% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 129,547 | 10,152.6 | +8.01% | 2.720 | +0.20% | 0.050 | +1.75% | +4.50% | 23,124.5 | ||
MSFT | Microsoft Corp | 23,441 | 10,086.7 | -0.04% | 2.710 | 0% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
VO | Vanguard Mid-Cap ETF | 36,875 | 9,728.7 | -6.93% | 2.610 | -0.19% | 0.010 | +16.32% | +8.70% | 80,548.8 |
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 Add | +0.56% | 84.77 ($92.32) 97.13 | $112.31 | 21.65% | Add 4.1% | 551,761 | 21,750 | |
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 2024-09-30 | Sold Out Sold Out | -0.55% | 24.78 ($24.96) 25.1 | $25.14 | 0.72% | Sold Out | 0 | -79,092 | |
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 2024-09-30 | Reduce Reduce | -0.36% | 23.75 ($24.07) 24.32 | $24.21 | 0.58% | Reduce -22.87% | 183,117 | -54,285 | |
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 2024-09-30 | Reduce Reduce | -0.25% | 23.63 ($24.1) 24.41 | $24.20 | 0.41% | Reduce -16.08% | 198,298 | -37,990 | |
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 2024-09-30 | Reduce Reduce | -0.22% | 24.62 ($25.22) 25.58 | $25.34 | 0.48% | Reduce -15.54% | 172,580 | -31,751 | |
IVE | iShares S&P 500 Value ETF | 2024-09-30 | Add Add | +0.22% | 181.06 ($189.95) 197.17 | $197.34 | 3.89% | Add 2.28% | 190,108 | 4,234 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2024-09-30 | Add Add | +0.20% | 74.26 ($77.1) 78.84 | $76.55 | -0.71% | Add 8.01% | 129,547 | 9,611 | |
VUG | Vanguard Growth ETF | 2024-09-30 | Add Add | +0.19% | 341.08 ($371.89) 391.94 | $448.39 | 20.57% | Add 3.82% | 50,534 | 1,861 | |
VO | Vanguard Mid-Cap ETF | 2024-09-30 | Reduce Reduce | -0.19% | 237.84 ($251.14) 263.83 | $284.74 | 13.38% | Reduce -6.93% | 36,875 | -2,746 | |
NKE | Nike Inc | 2024-09-30 | Sold Out Sold Out | -0.18% | 71.09 ($78.43) 89.44 | $72.47 | -7.60% | Sold Out | 0 | -8,620 |
Platte River Wealth Advisors, LLC Total Holding History ($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 % |
|---|
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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