Platte River Wealth Advisors, LLC 13F Holdings · last filed Q3 2024
Platte River Wealth Advisors, LLC reported 92 securities worth $372.79M in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: IVW (14.17%), IVE (10.05%), VTV (8.33%). Among its top 25 positions this quarter: 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $52.8M | 14.17% | 551,761 | Added |
| 2 | IVE | ISHARES TR | $37.5M | 10.05% | 190,108 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $31.0M | 8.33% | 177,856 | Trimmed |
| 4 | VUG | VANGUARD INDEX FDS | $19.4M | 5.20% | 50,534 | Added |
| 5 | IWF | ISHARES TR | $17.3M | 4.64% | 46,057 | Trimmed |
| 6 | AAPL | APPLE INC | $15.0M | 4.03% | 64,444 | Added |
| 7 | QQQ | INVESCO QQQ TR | $13.2M | 3.53% | 36,720 | Added |
| 8 | BIV | VANGUARD BD INDEX FDS | $10.2M | 2.72% | 129,547 | Added |
| 9 | MSFT | MICROSOFT CORP | $10.1M | 2.71% | 23,441 | Trimmed |
| 10 | VO | VANGUARD INDEX FDS | $9.7M | 2.61% | 36,875 | Trimmed |
| 11 | IWD | ISHARES TR | $9.2M | 2.46% | 48,399 | Trimmed |
| 12 | GOOG | ALPHABET INC | $9.1M | 2.43% | 54,142 | Added |
| 13 | MUB | ISHARES TR | $7.8M | 2.09% | 71,666 | Added |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | $7.7M | 2.07% | 150,716 | Added |
| 15 | LLY | ELI LILLY & CO | $7.3M | 1.97% | 8,272 | Hold |
| 16 | IBDV | ISHARES TR | $6.8M | 1.84% | 308,777 | Trimmed |
| 17 | IBDU | ISHARES TR | $5.0M | 1.34% | 211,792 | Trimmed |
| 18 | IBDS | ISHARES TR | $4.8M | 1.30% | 198,298 | Trimmed |
| 19 | IBDW | ISHARES TR | $4.8M | 1.28% | 225,338 | Added |
| 20 | IWP | ISHARES TR | $4.7M | 1.26% | 40,131 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO. | $4.7M | 1.26% | 22,192 | Added |
| 22 | IBDX | ISHARES TR | $4.6M | 1.24% | 180,513 | Added |
| 23 | IBDR | ISHARES TR | $4.4M | 1.19% | 183,117 | Trimmed |
| 24 | IBDT | ISHARES TR | $4.4M | 1.18% | 172,580 | Trimmed |
| 25 | IJH | ISHARES TR | $3.7M | 1.00% | 59,760 | Trimmed |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR