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Platte River Wealth Advisors, Llc

Portfolio Manager
Platte River Wealth Advisors, Llc
Performance
0% (N/A)
AUM (13F)
$372.79M
# of Holdings
94
Performance Rank
N/A
Allocation (Top 20)
N/A

Platte River Wealth Advisors, Llc Holdings Map

Top 50 Platte River Wealth Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVW
ISHARES TR
14.17%551.8K$52.8M
+4.10%(+21.75K)
2023-Q3: 358.3K shares2023-Q4: 390.9K shares2024-Q1: 495.5K shares2024-Q2: 530.0K shares2024-Q3: 551.8K shares2024-09-30
IVE
ISHARES TR
10.05%190.1K$37.5M
+2.28%(+4.23K)
2023-Q3: 83.4K shares2023-Q4: 163.5K shares2024-Q1: 183.6K shares2024-Q2: 185.9K shares2024-Q3: 190.1K shares2024-09-30
VTV
VANGUARD INDEX FDS
8.33%177.9K$31.0M
-0.21%(-367)
2023-Q3: 283.7K shares2023-Q4: 183.8K shares2024-Q1: 180.8K shares2024-Q2: 178.2K shares2024-Q3: 177.9K shares2024-09-30
VUG
VANGUARD INDEX FDS
5.2%50.5K$19.4M
+3.82%(+1.86K)
2023-Q3: 38.3K shares2023-Q4: 42.3K shares2024-Q1: 46.9K shares2024-Q2: 48.7K shares2024-Q3: 50.5K shares2024-09-30
IWF
ISHARES TR
4.64%46.1K$17.3M
-1.73%(-809)
2023-Q3: 39.5K shares2023-Q4: 39.4K shares2024-Q1: 46.3K shares2024-Q2: 46.9K shares2024-Q3: 46.1K shares2024-09-30
AAPL
APPLE INC
4.03%64.4K$15.0M
+0.82%(+521)
2023-Q3: 62.4K shares2023-Q4: 62.9K shares2024-Q1: 63.4K shares2024-Q2: 63.9K shares2024-Q3: 64.4K shares2024-09-30
QQQ
INVESCO QQQ TR
3.53%36.7K$13.2M
+38.53%(+10.21K)
2023-Q3: 25.1K shares2023-Q4: 25.7K shares2024-Q1: 26.4K shares2024-Q2: 26.5K shares2024-Q3: 36.7K shares2024-09-30
BIV
VANGUARD BD INDEX FDS
2.72%129.5K$10.2M
+8.01%(+9.61K)
2023-Q3: 73.7K shares2023-Q4: 94.2K shares2024-Q1: 116.6K shares2024-Q2: 119.9K shares2024-Q3: 129.5K shares2024-09-30
MSFT
MICROSOFT CORP
2.71%23.4K$10.1M
-0.04%(-10)
2023-Q3: 23.7K shares2023-Q4: 23.9K shares2024-Q1: 23.6K shares2024-Q2: 23.5K shares2024-Q3: 23.4K shares2024-09-30
VO
VANGUARD INDEX FDS
2.61%36.9K$9.7M
-6.93%(-2.75K)
2023-Q3: 38.8K shares2023-Q4: 39.7K shares2024-Q1: 40.3K shares2024-Q2: 39.6K shares2024-Q3: 36.9K shares2024-09-30

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