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CIK: 0001802013
Total reported value
$372.8M
$372.8M
91 檔
36.8%
During the Q1 2024 filing period, Platte River Wealth Advisors, LLC (CIK: 0001802013) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $372.8M across 91 reported positions.
During Q1 2024, Platte River Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.92% | — | +26.76% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.77% | — | +12.24% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.39% | — | -1.62% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.60% | — | +10.87% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.45% | — | +17.45% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.34% | — | +2.85% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.10% | — | +0.81% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.87% | — | +1.61% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | — | -1.14% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.53% | — | +16.30% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.51% | — | +23.79% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.36% | — | -0.35% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.24% | — | +426.13% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.22% | — | +208.97% | |
| 15 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.03% | — | -0.39% | |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.95% | — | +22.13% | |
| 17 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.92% | — | +5.31% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.88% | — | -2.81% | |
| 19 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.64% | — | -13.74% | |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.63% | — | +15.68% | |
| 21 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.53% | — | +17.31% | |
| 22 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.34% | — | +47.32% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.33% | — | -3.32% | |
| 24 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.32% | — | +44.63% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | — | +3.13% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.08% | — | +437.53% | |
| 27 | GL | Globe Life Inc | Stock-Financials | 0.91% | — | -5.14% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.91% | — | -2.44% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.84% | — | -13.36% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | — | -8.66% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.64% | — | -3.71% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | — | -13.97% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.60% | — | -5.63% | |
| 34 | USB | US Bancorp | Stock-Financials | 0.58% | — | -0.08% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.56% | — | -0.15% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | — | -1.21% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.53% | — | — | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | — | +10.13% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | — | — | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | — | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | — | — | |
| 42 | HDV | Ishares Core High Dividend E | ETF-Other | 0.41% | — | +1.04% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.40% | — | -6.79% | |
| 44 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.39% | — | — | |
| 45 | BLKCHF | Blackrock Inc | Stock-Other | 0.38% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | — | +0.95% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | — | -0.33% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.28% | — | -14.75% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | — | -1.98% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.27% | — | -0.54% |
According to official SEC Form 13F filings, Platte River Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $372.8M across 91 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, VTV) accounted for 36.8% of total reported equity market value during Q1 2024.
During Q1 2024, Platte River Wealth Advisors, LLC's top holdings by market value included IVW (11.9%)、IVE (9.8%)、VTV (8.4%). The largest single position, IVW, represented 11.9% of total portfolio value.
In Q1 2024, Platte River Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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