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CIK: 0001802013
Total reported value
$372.8M
$372.8M
94 檔
39.4%
In Q2 2024, Platte River Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $372.8M, distributed across 94 disclosed stock positions.
During Q2 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 | 13.76% | — | +6.96% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.49% | — | +1.26% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.02% | — | -1.44% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 5.11% | — | +3.70% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.79% | — | +1.26% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.78% | — | +0.77% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.56% | — | +0.31% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | — | -0.72% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.78% | — | -0.51% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.69% | — | -1.74% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.52% | — | +2.84% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.43% | — | +0.29% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.10% | — | -2.34% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.03% | — | -7.01% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.02% | — | -7.13% | |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.88% | — | -1.50% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.59% | — | -20.33% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.57% | — | -16.66% | |
| 19 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.42% | — | -10.95% | |
| 20 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.41% | — | -5.79% | |
| 21 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.26% | — | -3.36% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.25% | — | -0.93% | |
| 23 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.23% | — | -4.39% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | — | -2.82% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.03% | — | +0.48% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | — | +1300.80% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.85% | — | -0.55% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.79% | — | -2.11% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.78% | — | — | |
| 30 | GL | Globe Life Inc | Stock-Financials | 0.62% | — | -1.42% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | — | +3.73% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.59% | — | -3.15% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.56% | — | -1.95% | |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.55% | — | -65.90% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | — | +0.80% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.52% | — | -0.50% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | — | |
| 38 | USB | US Bancorp | Stock-Financials | 0.51% | — | — | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.50% | — | -3.73% | |
| 40 | BLKCHF | Blackrock Inc | Stock-Other | 0.44% | — | +23.21% | |
| 41 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.43% | — | — | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.43% | — | -0.65% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-Other | 0.41% | — | +3.17% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | — | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | — | -5.77% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.38% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | — | -0.26% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | — | +4.26% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | — | -9.94% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | — | -14.44% |
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 94 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, VTV) accounted for 39.4% of total reported equity market value during Q2 2024.
During Q2 2024, Platte River Wealth Advisors, LLC's top holdings by market value included IVW (13.8%)、IVE (9.5%)、VTV (8.0%). The largest single position, IVW, represented 13.8% of total portfolio value.
In Q2 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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