Platte River Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Platte River Wealth Advisors, LLC 13F Holdings
CIK 0001802013 · LOUISVILLE, CO
As of Sep 30, 2024, Platte River Wealth Advisors, LLC reported
92 positions worth $372.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES S&P 500 GROWTH ETF | IVW | — | 551,761 | $52.8M | 14.17% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 190,108 | $37.5M | 10.05% |
| VANGUARD VALUE INDEX FUND | VTV | — | 177,856 | $31.0M | 8.33% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 50,534 |
|
9.4M5.20% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 46,057 |
7.3M | 4.64% |
| APPLE INC | AAPL | Technology | 64,444 |
5.0M | 4.03% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 36,720 |
3.2M | 3.53% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 129,547 |
0.2M | 2.72% |
| MICROSOFT CORP | MSFT | Technology | 23,441 |
0.1M | 2.71% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 36,875 | $9.7M | 2.61% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 48,399 | $9.2M | 2.46% |
| ALPHABET INC | GOOG | Equity | 54,142 | $9.1M | 2.43% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 71,666 | $7.8M | 2.09% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 150,716 | $7.7M | 2.07% |
| ELI LILLY & CO | LLY | Healthcare | 8,272 | $7.3M | 1.97% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 308,777 | $6.8M | 1.84% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 211,792 | $5.0M | 1.34% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 198,298 | $4.8M | 1.30% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 225,338 | $4.8M | 1.28% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 40,131 | $4.7M | 1.26% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 22,192 | $4.7M | 1.26% |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBDX | — | 180,513 | $4.6M | 1.24% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 183,117 | $4.4M | 1.19% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 172,580 | $4.4M | 1.18% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 59,760 | $3.7M | 1.00% |