StockDriftsStockDriftsTop 50 Platte River Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 14.17% | 551.8K | $52.8M | +4.10%(+21.75K) | — | 2024-09-30 | |
| IVE | ISHARES TR | 10.05% | 190.1K | $37.5M | +2.28%(+4.23K) | — | 2024-09-30 | |
| VTV | VANGUARD INDEX FDS | 8.33% | 177.9K | $31.0M | -0.21%(-367) | — | 2024-09-30 | |
| VUG | VANGUARD INDEX FDS | 5.2% | 50.5K | $19.4M | +3.82%(+1.86K) | — | 2024-09-30 | |
| IWF | ISHARES TR | 4.64% | 46.1K | $17.3M | -1.73%(-809) | — | 2024-09-30 | |
| AAPL | APPLE INC | 4.03% | 64.4K | $15.0M | +0.82%(+521) | — | 2024-09-30 | |
| QQQ | INVESCO QQQ TR | 3.53% | 36.7K | $13.2M | +38.53%(+10.21K) | — | 2024-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 2.72% | 129.5K | $10.2M | +8.01%(+9.61K) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 2.71% | 23.4K | $10.1M | -0.04%(-10) | — | 2024-09-30 | |
| VO | VANGUARD INDEX FDS | 2.61% | 36.9K | $9.7M | -6.93%(-2.75K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Platte River Wealth Advisors, Llc reports $372.79M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are IVW (14.2%), IVE (10.1%) and VTV (8.3%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Platte River Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802013). View Platte River Wealth Advisors, Llc’s 13F filings on SEC