Platte River Wealth Advisors, LLC Portfolio Holdings
Platte River Wealth Advisors, LLC
- $378 Million
- Q3 2024
Platte River Wealth Advisors, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $378 Million distributed in 94 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 $52.8M, Ishares S&P 500 Value ETF with a value of $37.5M, Vanguard Value ETF with a value of $31M, Vanguard Growth ETF with a value of $19.4M, and Ishares Russell 1000 Gr ETF with a value of $17.3M.
Examining the 13F form we can see an increase of $20.8M in the current position value, from $357M to 378M.
Below you can find more details about Platte River Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$378 Million
ETFs: $282 Million
Technology: $31.3 Million
Healthcare: $16.4 Million
Financial Services: $14.8 Million
Communication Services: $10.8 Million
Industrials: $4.3 Million
Consumer Cyclical: $2.68 Million
Consumer Defensive: $2.01 Million
Other: $2.64 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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