Platte River Wealth Advisors, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $351 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $41.8M, Ishares S&P 500 Value ETF with a value of $34.3M, Vanguard Value ETF with a value of $29.4M, Vanguard Growth ETF with a value of $16.2M, and Ishares Russell 1000 Gr ETF with a value of $15.6M.

Examining the 13F form we can see an increase of $48.8M in the current position value, from $302M to 351M.

Below you can find more details about Platte River Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $351 Million
ETFs: $264 Million
Technology: $24.8 Million
Healthcare: $14.6 Million
Financial Services: $13.6 Million
Communication Services: $9.9 Million
Industrials: $4.18 Million
Consumer Cyclical: $3.66 Million
Consumer Defensive: $1.95 Million
Other: $2.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $351 Million
  • Prior Value $302 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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