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Disclosery

13F-HR filed by Platte River Wealth Advisors, LLC

Platte River Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-23, with 91 holding rows worth $350,948,143.

Accession
0001802013-24-000003
Filer
CIK 1802013
Filed
2024-04-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 91 entries on the cover page, a total value of $350,948,143 stated on the cover page (in dollars after the unit check, H1), rows summing to $350,948,143 with VALUE read as dollars as filed, 13F file number 028-19732. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares S&P 500 Growth ETF464287309SHS495,534$41,842,893dollars as filed
iShares S&P 500 Value ETF464287408SHS183,564$34,291,571dollars as filed
Vanguard Value ETF922908744SHS180,818$29,448,019dollars as filed
Vanguard Growth922908736COM46,935$16,155,027dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK46,283$15,599,685dollars as filed
INVESCO QQQ TR46090E103COM26,423$11,732,161dollars as filed
Apple Inc037833100COM63,433$10,877,467dollars as filed
Vanguard Mid-Cap ETF922908629SHS40,322$10,074,855dollars as filed
Microsoft Corp594918104COM23,621$9,937,844dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF49,575$8,879,378dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS116,620$8,793,130dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM54,316$8,270,154dollars as filed
ISHARES TR464288414NATIONAL MUN ETF73,037$7,858,781dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF153,805$7,804,066dollars as filed
iShares iBonds Dec 2026 Term Corporate ETF46435GAA0SHS297,993$7,107,133dollars as filed
ISHARES TR46436E726IBONDS DEC 2030320,005$6,848,107dollars as filed
iShares iBonds Dec. 2027 Corporate Bond ETF46435UAA9ETF283,522$6,747,824dollars as filed
Eli Lilly and Company532457108COM8,470$6,589,321dollars as filed
ISHARES TR46434VBD1IBONDS DEC25 ETF231,933$5,754,258dollars as filed
iShares iBonds Dec. 2028 Corporate Bond ETF46435U515ETF229,454$5,714,552dollars as filed
iShares iBonds Dec. 2029 Corporate Bond ETF46436E205ETF235,822$5,381,458dollars as filed
ISHARES TR46436E486IBONDS DEC 2031229,742$4,707,414dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF40,910$4,669,467dollars as filed
ISHARES TR46436E312IBONDS DEC 2032186,069$4,616,372dollars as filed
JPMorgan Chase & Co46625H100COM21,922$4,390,977dollars as filed
IJH464287507COM62,440$3,792,611dollars as filed
GLOBE LIFE INC37959E102COM27,470$3,196,684dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF25,367$3,179,246dollars as filed
ISHARES TR464287168COM23,862$2,939,343dollars as filed
UnitedHealth Group Inc91324P102COM5,476$2,708,977dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS19,060$2,254,607dollars as filed
NVIDIA Corp67066G104COM2,495$2,254,382dollars as filed
ISHARES TR464287606S&P MC 400GR ETF22,971$2,096,104dollars as filed
USBANCORPDEL902973304COM NEW45,610$2,038,746dollars as filed
Thermo Fisher Scientific Inc.883556102COM3,355$1,949,960dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL37,976$1,902,598dollars as filed
Eaton Corp. PlcG29183103COM5,960$1,863,573dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS25,385$1,856,913dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS3,386$1,780,122dollars as filed
Union Pacific Corporation907818108COM6,754$1,661,011dollars as filed
Berkshire Hathaway Inc084670702COM3,453$1,452,056dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF12,968$1,429,203dollars as filed
iShares Russell Midcap ETF464287499SHS16,529$1,389,924dollars as filed
Boston Scientific Corporation101137107COM20,105$1,376,991dollars as filed
BLACKROCK INC CL A COM09247X101COM1,620$1,350,594dollars as filed
Amazon.com, Inc023135106COM7,450$1,343,831dollars as filed
Home Depot, Inc437076102COM3,019$1,158,088dollars as filed
Cisco Systems,Inc.17275R102COM20,026$999,498dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,487$979,083dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS4,602$958,459dollars as filed
NIKE,Inc. Class B654106103COM9,605$902,678dollars as filed
Costco Wholesale Corporation22160K105COM1,212$887,948dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS8,905$872,156dollars as filed
WESTERN COPPER & GOLD CORP95805V108COM550,666$842,519dollars as filed
Schwab U.S. Broad Market ETF808524102SHS13,708$836,873dollars as filed
ZOETIS INC CL A98978V103Stock4,675$791,057dollars as filed
ISHARES TR464288448INTL SEL DIV ETF28,132$788,821dollars as filed
SPY78462F103SHS1,406$735,436dollars as filed
VTI922908769COM2,558$664,711dollars as filed
EQUINIX INC COM29444U700REIT801$661,089dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT3,821$561,687dollars as filed
JOHN HANCOCK TAX-ADVANTAGED DI41013V100COM26,792$526,731dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF12,356$520,558dollars as filed
VANECK ETF TRUST92189F676COM2,065$464,604dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF1,540$462,123dollars as filed
Vanguard Real Estate922908553SHS5,126$443,296dollars as filed
Procter & Gamble Co742718109COM2,700$438,075dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF7,705$434,485dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF1,555$421,094dollars as filed
Visa Inc92826C839COM1,490$415,829dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF2,580$409,730dollars as filed
Mondelez International,Inc. Class A609207105COM5,756$402,920dollars as filed
Oracle Corporation68389X105COM3,075$386,251dollars as filed
Caterpillar Inc.149123101COM1,035$379,255dollars as filed
ISHARES TR464287101S&P 100 ETF1,520$376,063dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock383$368,634dollars as filed
Cigna Corporation125523100COM1,000$363,190dollars as filed
International Business Machines Corporation459200101COM1,900$362,824dollars as filed
Johnson & Johnson478160104COM2,258$357,193dollars as filed
META PLATFORMS INC CL A30303M102COM681$330,680dollars as filed
VGT92204A702SHS630$330,334dollars as filed
Walt Disney Co254687106COM2,583$316,056dollars as filed
United Parcel Service,Inc. Class B911312106COM1,835$272,736dollars as filed
TJX Companies Inc872540109COM2,570$260,649dollars as filed
American Tower Corporation03027X100COM1,318$260,424dollars as filed
AFLAC INC COM001055102Stock2,800$240,408dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share1,760$231,581dollars as filed
PepsiCo,Inc.713448108COM1,280$224,013dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS385$214,214dollars as filed
ZYNEX INC98986M103COM10,000$123,700dollars as filed
DDC ENTERPRISE LTDG276AC101SHS CL A50,000$61,000dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001802013-24-000003this filing2024-04-23acceptance time not in the bulk data set