Platte River Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Platte River Wealth Advisors, LLCInvestment ActivityPlatte River Wealth Advisors, LLC has $372.79 million in total holdings as of September 30, 2024.Platte River Wealth Advisors, LLC owns shares of 92 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 2.73% of the portfolio was purchased this quarter.About 2.29% of the portfolio was sold this quarter.This quarter, Platte River Wealth Advisors, LLC has purchased 94 new stocks and bought additional shares in 28 stocks.Platte River Wealth Advisors, LLC sold shares of 25 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $52,831,101iShares S&P 500 Value ETF $37,483,647Vanguard Value ETF $31,048,322Vanguard Growth ETF $19,401,519iShares Russell 1000 Growth ETF $17,288,877 Largest New Holdings this Quarter Lockheed Martin $239,670 Holding Largest Purchases this Quarter Invesco QQQ 10,214 shares (about $3.66M)iShares S&P 500 Growth ETF 21,750 shares (about $2.08M)iShares S&P 500 Value ETF 4,234 shares (about $834.82K)Vanguard Intermediate-Term Bond ETF 9,611 shares (about $753.21K)Vanguard Growth ETF 1,861 shares (about $714.49K) Largest Sales this Quarter iShares iBonds Dec 2026 Term Corporate ETF 54,285 shares (about $1.32M)iShares iBonds Dec 2027 Term Corporate ETF 37,990 shares (about $925.82K)iShares iBonds Dec 2028 Term Corporate ETF 31,751 shares (about $810.60K)Vanguard Mid-Cap ETF 2,746 shares (about $724.48K)iShares Russell 1000 Growth ETF 809 shares (about $303.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlatte River Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$52,831,101$2,082,562 ▲4.1%551,76114.2%ETFIVEiShares S&P 500 Value ETF$37,483,647$834,819 ▲2.3%190,10810.1%ETFVTVVanguard Value ETF$31,048,322$64,067 ▼-0.2%177,8568.3%ETFVUGVanguard Growth ETF$19,401,519$714,494 ▲3.8%50,5345.2%ETFIWFiShares Russell 1000 Growth ETF$17,288,877$303,682 ▼-1.7%46,0574.6%ETFAAPLApple$15,015,425$121,393 ▲0.8%64,4444.0%Computer and TechnologyQQQInvesco QQQ$13,154,417$3,659,020 ▲38.5%36,7203.5%FinanceBIVVanguard Intermediate-Term Bond ETF$10,152,590$753,213 ▲8.0%129,5472.7%ETFMSFTMicrosoft$10,086,685$4,303 ▼0.0%23,4412.7%Computer and TechnologyVOVanguard Mid-Cap ETF$9,728,735$724,477 ▼-6.9%36,8752.6%ETFIWDiShares Russell 1000 Value ETF$9,186,130$250,346 ▼-2.7%48,3992.5%ETFGOOGAlphabet$9,052,001$17,555 ▲0.2%54,1422.4%Computer and TechnologyMUBiShares National Muni Bond ETF$7,785,078$407,471 ▲5.5%71,6662.1%ETFJMUBJPMorgan Municipal ETF$7,727,209$403,751 ▲5.5%150,7162.1%ETFLLYEli Lilly and Company$7,328,4960.0%8,2722.0%MedicalIBDViShares iBonds Dec 2030 Term Corporate ETF$6,845,586$142,509 ▼-2.0%308,7771.8%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$4,979,230$243,963 ▼-4.7%211,7921.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$4,832,522$925,816 ▼-16.1%198,2981.3%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,781,672$70,259 ▲1.5%225,3381.3%ETFIWPiShares Russell Mid-Cap Growth ETF$4,706,965$46,916 ▼-1.0%40,1311.3%ETFJPMJPMorgan Chase & Co.$4,679,405$187,455 ▲4.2%22,1921.3%FinanceIBDXiShares iBonds Dec 2032 Term Corporate ETF$4,640,989$67,283 ▲1.5%180,5131.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$4,449,743$1,319,125 ▼-22.9%183,1171.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$4,405,967$810,603 ▼-15.5%172,5801.2%ETFIJHiShares Core S&P Mid-Cap ETF$3,724,227$185,713 ▼-4.7%59,7601.0%ETFIWSiShares Russell Mid-Cap Value ETF$3,262,211$74,060 ▼-2.2%24,6670.9%ETFNVDANVIDIA$3,240,187$131,379 ▲4.2%36,4270.9%Computer and TechnologyUNHUnitedHealth Group$3,201,7080.0%5,4760.9%MedicalDVYiShares Select Dividend ETF$3,102,859$52,273 ▼-1.7%22,9720.8%ETFGLGlobe Life$2,868,0430.0%27,0800.8%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$2,227,520$43,544 ▲2.0%26,8570.6%ETFIJJiShares S&P Mid-Cap 400 Value ETF$2,221,946$59,956 ▼-2.6%17,9740.6%ETFUSBU.S. Bancorp$2,085,7240.0%45,6100.6%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$2,023,5340.0%38,2810.5%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$2,016,485$54,055 ▼-2.6%21,9350.5%ETFTMOThermo Fisher Scientific$1,997,9810.0%3,2300.5%MedicalIVViShares Core S&P 500 ETF$1,953,1130.0%3,3860.5%ETFETNEaton$1,945,553$19,886 ▼-1.0%5,8700.5%Industrial ProductsBLKBlackRock$1,897,121$1,899 ▲0.1%1,9980.5%FinanceBRK.BBerkshire Hathaway$1,688,234$98,956 ▲6.2%3,6680.5%FinanceBSXBoston Scientific$1,684,7990.0%20,1050.5%MedicalUNPUnion Pacific$1,650,430$3,451 ▼-0.2%6,6960.4%TransportationHDViShares Core High Dividend ETF$1,618,334$44,696 ▲2.8%13,7590.4%ETFIWRiShares Russell Mid-Cap ETF$1,456,8660.0%16,5290.4%ETFAMZNAmazon.com$1,275,429$32,608 ▼-2.5%6,8450.3%Retail/WholesaleHDHome Depot$1,101,7390.0%2,7190.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$1,089,969$6,773 ▲0.6%4,8280.3%ETFGOOGLAlphabet$1,079,186$6,136 ▲0.6%6,5070.3%Computer and TechnologyCOSTCostco Wholesale$919,3210.0%1,0370.2%Retail/WholesaleSCHBSchwab US Broad Market ETF$909,940$200 ▲0.0%13,6790.2%ETFCSCOCisco Systems$885,102$88,239 ▼-9.1%16,6310.2%Computer and TechnologyIDViShares International Select Dividend ETF$852,1530.0%28,1890.2%ETFZTSZoetis$841,1110.0%4,3050.2%MedicalSPYSPDR S&P 500 ETF Trust$791,789$14,918 ▼-1.8%1,3800.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$753,955$78,484 ▼-9.4%7,4450.2%FinanceXLGInvesco S&P 500 Top 50 ETF$746,173$65,972 ▲9.7%15,6990.2%ETFVTIVanguard Total Stock Market ETF$724,929$566 ▲0.1%2,5600.2%ETFEQIXEquinix$710,9920.0%8010.2%FinanceEXRExtra Space Storage$688,5060.0%3,8210.2%FinanceWRNWestern Copper and Gold$660,7990.0%550,6660.2%Basic MaterialsHTDJohn Hancock Tax-Advantaged Dividend Income Fund$643,658$23,220 ▲3.7%27,7200.2%Financial ServicesIWViShares Russell 3000 ETF$503,1640.0%1,5400.1%ETFVNQVanguard Real Estate ETF$499,3750.0%5,1260.1%ETFORCLOracle$489,900$51,120 ▲11.7%2,8750.1%Computer and TechnologyPGProcter & Gamble$467,6400.0%2,7000.1%Consumer StaplesSMHVanEck Semiconductor ETF$458,992$25,772 ▲5.9%1,8700.1%ManufacturingCIBRFirst Trust Nasdaq Cybersecurity ETF$456,3670.0%7,7050.1%ManufacturingIWOiShares Russell 2000 Growth ETF$441,6200.0%1,5550.1%ETFIWNiShares Russell 2000 Value ETF$430,3960.0%2,5800.1%ETFOEFiShares S&P 100 ETF$420,6750.0%1,5200.1%ETFMDLZMondelez International$402,975$21,070 ▼-5.0%5,4700.1%Consumer StaplesREGNRegeneron Pharmaceuticals$402,6250.0%3830.1%MedicalMETAMeta Platforms$389,8320.0%6810.1%Computer and TechnologyIBMInternational Business Machines$375,8360.0%1,7000.1%Computer and TechnologyVGTVanguard Information Technology ETF$369,5080.0%6300.1%ETFJNJJohnson & Johnson$365,9310.0%2,2580.1%MedicalGEHCGE HealthCare Technologies$363,669$71,795 ▲24.6%3,8750.1%MedicalCIThe Cigna Group$346,4400.0%1,0000.1%MedicalVVisa$320,3170.0%1,1650.1%Business ServicesAFLAflac$313,0400.0%2,8000.1%FinanceAMTAmerican Tower$306,5140.0%1,3180.1%FinanceTJXTJX Companies$302,0780.0%2,5700.1%Retail/WholesaleCBChubb$299,926$53,352 ▲21.6%1,0400.1%FinanceMAAMid-America Apartment Communities$279,6640.0%1,7600.1%FinanceZYXIZynex$244,8000.0%30,0000.1%MedicalLMTLockheed Martin$239,670$239,670 ▲New Holding4100.1%AerospaceCATCaterpillar$236,628$129,070 ▼-35.3%6050.1%Industrial ProductsDISWalt Disney$234,030$14,428 ▼-5.8%2,4330.1%Consumer DiscretionaryUPSUnited Parcel Service$229,7330.0%1,6850.1%TransportationMDYSPDR S&P MidCap 400 ETF Trust$219,3190.0%3850.1%ETFPEPPepsiCo$217,6640.0%1,2800.1%Consumer StaplesDDC ENTERPRISE LTD$31,090$9,327 ▲42.9%100,0000.0%SHS CL AIBDQiShares iBonds Dec 2025 Term Corporate ETF$0$1,966,227 ▼-100.0%00.0%ETFNKENIKE$0$649,689 ▼-100.0%00.0%Consumer DiscretionaryTMUST-Mobile US$0$241,367 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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