Platte River Wealth Advisors, LLC Portfolio Holdings by Sector
Platte River Wealth Advisors, LLC
- $351 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVW IVE VTV VUG IWF QQQ VO IWD 43 stocks |
$263,342
77.62% of portfolio
|
  22  
|
  14  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$10,877
3.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$10,323
3.04% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$9,579
2.82% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$6,946
2.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$4,390
1.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
GL AFL 2 stocks |
$3,436
1.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$3,071
0.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$2,254
0.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$2,038
0.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$1,949
0.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BLK HTD 2 stocks |
$1,876
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$1,863
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$1,661
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,452
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX 1 stocks |
$1,376
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,343
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,158
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$999
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
EQIX AMT 2 stocks |
$921
0.27% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$902
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$887
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
WRN 1 stocks |
$842
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$791
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$664
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
EXR 1 stocks |
$561
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$438
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$415
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$402
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$379
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
REGN 1 stocks |
$368
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$362
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$316
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$272
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$260
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
MAA 1 stocks |
$231
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$224
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
ZYXI 1 stocks |
$123
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|