Platte River Wealth Advisors, LLC holdings history

Add to watchlist

187 is the total number of securities Platte River Wealth Advisors, LLC has owned. The longest Platte River Wealth Advisors, LLC has owned a single stock is 15 quarters.

Platte River Wealth Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTV VANGUARD INDEX FDS1411.49%12.23%18.59%Q4 2019Q3 202315
IVW ISHARES TR1413.65%6.85%8.97%Q4 2019Q3 202315
VUG VANGUARD INDEX FDS1410.88%4.25%5.19%Q4 2019Q3 202315
IVE ISHARES TR1411.14%4.10%5.41%Q4 2019Q3 202315
AAPL APPLE INC1412.81%3.97%4.63%Q4 2019Q3 202315
IWF ISHARES TR1413.27%3.85%4.42%Q4 2019Q3 202315
VO VANGUARD INDEX FDS1410.44%3.85%4.75%Q4 2019Q3 202315
QQQ INVESCO QQQ TR1410.92%3.41%3.92%Q4 2019Q3 202315
IWD ISHARES TR1412.20%2.75%3.41%Q4 2019Q3 202315
MSFT MICROSOFT CORP1412.00%2.70%3.04%Q4 2019Q3 202315
MUB ISHARES TR1410.14%2.62%6.87%Q4 2019Q3 202315
GOOG ALPHABET INC1411.53%2.30%2.65%Q4 2019Q3 202315
IWP ISHARES TR1411.41%2.29%3.04%Q4 2019Q3 202315
VNQ VANGUARD INDEX FDS1410.42%2.21%3.26%Q4 2019Q3 202315
BIV VANGUARD BD INDEX FDS1411.38%2.15%3.25%Q4 2019Q3 202315
AMZN AMAZON COM INC1410.24%1.58%2.57%Q4 2019Q3 202315
IWS ISHARES TR1410.99%1.48%2.42%Q4 2019Q3 202315
DVY ISHARES TR1410.59%1.32%1.91%Q4 2019Q3 202315
IJK ISHARES TR1410.64%1.20%1.74%Q4 2019Q3 202315
IJJ ISHARES TR1410.73%1.13%1.96%Q4 2019Q3 202315
UNH UNITEDHEALTH GROUP INC1410.75%1.01%1.32%Q4 2019Q3 202315
LLY LILLY ELI & CO1410.56%1.01%1.74%Q4 2019Q3 202315
IJH ISHARES TR1410.81%0.99%2.30%Q4 2019Q3 202315
JPM JPMORGAN CHASE & CO1410.44%0.92%1.37%Q4 2019Q3 202315
USB US BANCORP DEL1410.53%0.88%1.32%Q4 2019Q3 202315
TMO THERMO FISHER SCIENTIF...1410.58%0.73%0.84%Q4 2019Q3 202315
UNP UNION PACIFIC CORP1410.49%0.58%0.67%Q4 2019Q3 202315
NKE NIKE INC1410.34%0.55%0.74%Q4 2019Q3 202315
BLK BLACKROCK INC1410.41%0.52%0.61%Q4 2019Q3 202315
IWR ISHARES TR1410.39%0.52%0.58%Q4 2019Q3 202315
EL LAUDER ESTEE COS INC1410.20%0.47%0.58%Q4 2019Q3 202315
CSCO CISCO SYS INC1410.35%0.43%0.69%Q4 2019Q3 202315
ZTS ZOETIS INC1410.28%0.43%0.55%Q4 2019Q3 202315
BRKB BERKSHIRE HATHAWAY INC...1410.34%0.42%0.68%Q4 2019Q3 202315
BSX BOSTON SCIENTIFIC CORP1410.32%0.38%0.57%Q4 2019Q3 202315
HTD HANCOCK JOHN TAX-ADV D...1410.14%0.38%0.54%Q4 2019Q3 202315
ETN EATON CORP PLC1410.33%0.38%0.47%Q4 2019Q3 202315
EQIX EQUINIX INC1410.32%0.38%0.50%Q4 2019Q3 202315
EXR EXTRA SPACE STORAGE INC1410.25%0.38%0.49%Q4 2019Q3 202315
HD HOME DEPOT INC1410.32%0.37%0.45%Q4 2019Q3 202315
NVDA NVIDIA CORPORATION1410.13%0.36%0.65%Q4 2019Q3 202315
MAA MID-AMER APT CMNTYS INC1410.17%0.35%0.45%Q4 2019Q3 202315
MDLZ MONDELEZ INTL INC1410.13%0.32%0.75%Q4 2019Q3 202315
GOOGL ALPHABET INC1410.25%0.30%0.35%Q4 2019Q3 202315
DIS DISNEY WALT CO1410.09%0.27%0.53%Q4 2019Q3 202315
IWO ISHARES TR1410.13%0.25%1.10%Q4 2019Q3 202315
AMT AMERICAN TOWER CORP NEW1410.12%0.25%0.49%Q4 2019Q3 202315
SPY SPDR S&P 500 ETF TR1410.22%0.23%0.24%Q4 2019Q3 202315
IWN ISHARES TR1410.11%0.20%0.96%Q4 2019Q3 202315
JNJ JOHNSON & JOHNSON1410.17%0.20%0.24%Q4 2019Q3 202315
PG PROCTER & GAMBLE CO1410.13%0.15%0.19%Q4 2019Q3 202315
UPS UNITED PARCEL SERVICE INC1410.10%0.15%0.42%Q4 2019Q3 202315
IWV ISHARES TR1410.14%0.15%0.16%Q4 2019Q3 202315
V VISA INC1410.09%0.14%0.19%Q4 2019Q3 202315
PEP PEPSICO INC1410.08%0.13%0.22%Q4 2019Q3 202315
OEF ISHARES TR1410.11%0.11%0.12%Q4 2019Q3 202315
IDV ISHARES TR1310.10%0.34%0.52%Q4 2019Q3 202314
COST COSTCO WHSL CORP NEW14140.15%0.19%0.25%Q2 2020Q3 202314
IJR ISHARES TR1110.08%0.32%1.58%Q4 2019Q2 202313
IVV ISHARES TR13130.11%0.18%0.54%Q3 2020Q3 202313
CCI CROWN CASTLE INTL CORP...1210.09%0.13%0.16%Q4 2019Q1 202313
FB META PLATFORMS INC910.08%1.34%1.94%Q4 2019Q3 202312
PLD PROLOGIS INC.1110.45%0.66%0.95%Q4 2019Q4 202212
SCHH SCHWAB STRATEGIC TR12120.30%0.43%0.55%Q2 2020Q1 202312
ARE ALEXANDRIA REAL ESTATE...1110.23%0.32%0.44%Q4 2019Q4 202212
SPYG SPDR SER TR12120.08%0.31%0.61%Q4 2020Q3 202312
MS MORGAN STANLEY1110.12%0.18%0.35%Q4 2019Q3 202312
MDY SPDR S&P MIDCAP 400 ET...910.07%0.11%0.12%Q4 2019Q2 202312
CI THE CIGNA GROUP12120.07%0.10%0.18%Q4 2020Q3 202312
DRE DUKE REALTY CORP1010.30%0.35%0.41%Q4 2019Q3 202211
LOW LOWES COS INC11110.12%0.19%0.25%Q3 2020Q1 202311
REGN REGENERON PHARMACEUTICALS1010.08%0.11%0.16%Q2 2020Q3 202311
SCHB SCHWAB STRATEGIC TR710.10%0.13%0.29%Q4 2019Q3 202310
O REALTY INCOME CORP990.58%0.95%1.33%Q1 2021Q1 20239
MPW MEDICAL PPTYS TRUST INC810.57%0.61%0.66%Q4 2019Q1 20229
FIS FIDELITY NATL INFORMAT...810.16%0.37%0.59%Q4 2019Q1 20229
EA ELECTRONIC ARTS INC810.08%0.25%0.44%Q4 2019Q1 20229
TJX TJX COS INC NEW410.07%0.13%0.30%Q4 2019Q3 20239
ZYXI ZYNEX INC990.04%0.07%0.11%Q3 2021Q3 20239
CRM SALESFORCE COM INC710.56%1.21%1.46%Q4 2019Q4 20218
IBM INTERNATIONAL BUSINESS...880.11%0.16%0.21%Q4 2021Q3 20238
IRT INDEPENDENCE RLTY TR INC880.06%0.08%0.10%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...610.20%1.44%7.36%Q4 2019Q3 20217
EEM ISHARES TR610.14%0.81%1.16%Q4 2019Q3 20217
BND VANGUARD BD INDEX FDS610.22%0.43%0.62%Q4 2019Q3 20237
SPEM SPDR INDEX SHS FDS662.32%3.70%4.38%Q2 2020Q3 20216
BLDR BUILDERS FIRSTSOURCE INC661.26%1.74%2.14%Q2 2021Q3 20226
VTEB VANGUARD MUN BD FDS660.94%1.31%1.80%Q2 2022Q3 20236
BABA ALIBABA GROUP HLDG LTD510.20%1.27%1.79%Q4 2019Q2 20216
SPYV SPDR SER TR660.16%0.30%0.58%Q2 2022Q3 20236
IBDQ ISHARES TR550.90%1.84%2.55%Q3 2022Q3 20235
IBDP ISHARES TR550.91%1.51%2.48%Q3 2022Q3 20235
HDV ISHARES TR550.12%0.18%0.28%Q3 2022Q3 20235
HON HONEYWELL INTL INC320.07%0.09%0.12%Q2 2021Q3 20235
LMT LOCKHEED MARTIN CORP310.78%0.99%1.14%Q4 2019Q4 20204
INVH INVITATION HOMES INC310.43%0.52%0.59%Q4 2019Q4 20204
CME CME GROUP INC310.32%0.42%0.57%Q4 2019Q4 20204
XLK SELECT SECTOR SPDR TR440.24%0.27%0.30%Q4 2022Q3 20234
PFE PFIZER INC440.09%0.22%0.36%Q2 2022Q1 20234
IBDR ISHARES TR332.53%2.61%2.75%Q1 2023Q3 20233
IBDS ISHARES TR332.35%2.45%2.57%Q1 2023Q3 20233
IBDT ISHARES TR331.83%2.01%2.13%Q1 2023Q3 20233
IBDU ISHARES TR331.77%1.97%2.09%Q1 2023Q3 20233
IBDV ISHARES TR330.10%1.64%2.42%Q1 2023Q3 20233
GL GLOBE LIFE INC211.23%1.40%1.58%Q3 2022Q3 20233
IBDW ISHARES TR330.10%0.91%1.36%Q1 2023Q3 20233
BMY BRISTOL-MYERS SQUIBB CO210.12%0.71%1.13%Q4 2019Q3 20203
PFF ISHARES TR330.15%0.18%0.22%Q2 2021Q4 20213
DE DEERE & CO210.10%0.15%0.18%Q1 2022Q1 20233
MMM 3M CO330.09%0.15%0.18%Q1 2021Q3 20213
ADBE ADOBE SYSTEMS INCORPOR...210.08%0.13%0.23%Q4 2020Q3 20233
VGT VANGUARD WORLD FDS330.08%0.09%0.09%Q1 2023Q3 20233
ZIMVIE INC330.04%0.05%0.06%Q1 2023Q3 20233
IBB ISHARES TR221.02%2.09%3.16%Q2 2020Q3 20202
IBTD ISHARES TR220.73%1.37%2.02%Q4 2022Q1 20232
ISHARES TR221.20%1.25%1.30%Q2 2023Q3 20232
VB VANGUARD INDEX FDS110.47%0.63%0.78%Q4 2019Q2 20202
SPG SIMON PPTY GROUP INC NEW220.52%0.52%0.53%Q4 2021Q1 20222
IJT ISHARES TR110.32%0.46%0.61%Q4 2019Q2 20202
IUSG ISHARES TR220.35%0.38%0.40%Q2 2022Q3 20222
AGG ISHARES TR220.36%0.36%0.36%Q2 2023Q3 20232
CVS CVS HEALTH CORP110.28%0.31%0.34%Q4 2019Q2 20202
WMT WALMART INC220.18%0.19%0.19%Q3 2020Q4 20202
VRTX VERTEX PHARMACEUTICALS...220.12%0.13%0.15%Q2 2020Q3 20202
MDT MEDTRONIC PLC220.11%0.12%0.12%Q2 2023Q3 20232
RBC REGAL REXNORD CORPORATION220.08%0.09%0.11%Q2 2023Q3 20232
AFL AFLAC INC110.08%0.08%0.08%Q4 2022Q3 20232
GRID FIRST TR EXCHANGE TRAD...220.07%0.08%0.08%Q2 2023Q3 20232
QQQ INVESCO QQQ TR220.03%0.05%0.07%Q2 2020Q3 20202
VEA VANGUARD TAX MANAGED I...111.71%1.71%1.71%Q4 2019Q4 20191
PID INVESCO EXCHANGE TRADE...111.55%1.55%1.55%Q4 2019Q4 20191
GLPRC GLOBE LIFE INC111.31%1.31%1.31%Q1 2023Q1 20231
IFGL ISHARES TR111.23%1.23%1.23%Q4 2019Q4 20191
GLOBE LIFE INC111.19%1.19%1.19%Q2 2023Q2 20231
VNQI VANGUARD INTL EQUITY I...111.08%1.08%1.08%Q4 2019Q4 20191
IBTE ISHARES TR110.73%0.73%0.73%Q4 2022Q4 20221
IEMG ISHARES INC110.69%0.69%0.69%Q4 2019Q4 20191
EEFT EURONET WORLDWIDE INC110.57%0.57%0.57%Q4 2019Q4 20191
IJS ISHARES TR110.56%0.56%0.56%Q4 2019Q4 20191
C CITIGROUP INC110.55%0.55%0.55%Q4 2019Q4 20191
MRK MERCK & CO INC110.52%0.52%0.52%Q4 2019Q4 20191
ICLN ISHARES TR110.50%0.50%0.50%Q4 2019Q4 20191
PNC PNC FINL SVCS GROUP INC110.48%0.48%0.48%Q4 2019Q4 20191
CE CELANESE CORP DEL110.47%0.47%0.47%Q4 2019Q4 20191
BA BOEING CO110.45%0.45%0.45%Q4 2019Q4 20191
MFC MANULIFE FINL CORP110.43%0.43%0.43%Q4 2019Q4 20191
TEL TE CONNECTIVITY LTD110.42%0.42%0.42%Q4 2019Q4 20191
SU SUNCOR ENERGY INC NEW110.41%0.41%0.41%Q4 2019Q4 20191
AZO AUTOZONE INC110.41%0.41%0.41%Q4 2019Q4 20191
AVGO BROADCOM INC110.40%0.40%0.40%Q4 2019Q4 20191
RWR SPDR SERIES TRUST110.40%0.40%0.40%Q4 2019Q4 20191
LVS LAS VEGAS SANDS CORP110.40%0.40%0.40%Q4 2019Q4 20191
EPR EPR PPTYS110.40%0.40%0.40%Q4 2019Q4 20191
BKNG BOOKING HLDGS INC110.39%0.39%0.39%Q4 2019Q4 20191
RWX SPDR INDEX SHS FDS110.34%0.34%0.34%Q4 2019Q4 20191
VOT VANGUARD INDEX FDS110.34%0.34%0.34%Q4 2019Q4 20191
EFA ISHARES TR110.33%0.33%0.33%Q4 2019Q4 20191
IWM ISHARES TR110.25%0.25%0.25%Q4 2019Q4 20191
VT VANGUARD INTL EQUITY I...110.23%0.23%0.23%Q4 2019Q4 20191
LVHD LEGG MASON ETF INVESTM...110.19%0.19%0.19%Q4 2019Q4 20191
VOE VANGUARD INDEX FDS110.17%0.17%0.17%Q4 2019Q4 20191
FTNT FORTINET INC110.16%0.16%0.16%Q3 2023Q3 20231
ADP AUTOMATIC DATA PROCESS...110.16%0.16%0.16%Q4 2019Q4 20191
IEF ISHARES TR110.16%0.16%0.16%Q4 2019Q4 20191
SCHV SCHWAB STRATEGIC TR110.15%0.15%0.15%Q4 2019Q4 20191
HCA HCA HEALTHCARE INC110.15%0.15%0.15%Q4 2019Q4 20191
GVI ISHARES TR110.14%0.14%0.14%Q4 2019Q4 20191
URI UNITED RENTALS INC110.14%0.14%0.14%Q4 2019Q4 20191
NVS NOVARTIS A G110.13%0.13%0.13%Q4 2019Q4 20191
BSV VANGUARD BD INDEX FD INC110.12%0.12%0.12%Q4 2019Q4 20191
PKI PERKINELMER INC110.12%0.12%0.12%Q4 2020Q4 20201
VZ VERIZON COMMUNICATIONS...110.12%0.12%0.12%Q4 2019Q4 20191
RTN RAYTHEON CO110.12%0.12%0.12%Q4 2019Q4 20191
MLPI UBS AG JERSEY BRH110.11%0.11%0.11%Q4 2019Q4 20191
ZBRA ZEBRA TECHNOLOGIES COR...110.11%0.11%0.11%Q2 2023Q2 20231
SBRA SABRA HEALTH CARE REIT...110.11%0.11%0.11%Q4 2019Q4 20191
IBKR INTERACTIVE BROKERS GR...110.11%0.11%0.11%Q3 2023Q3 20231
PYPL PAYPAL HLDGS INC110.11%0.11%0.11%Q3 2021Q3 20211
FDX FEDEX CORP110.10%0.10%0.10%Q2 2021Q2 20211
VTI VANGUARD INDEX FDS110.10%0.10%0.10%Q3 2023Q3 20231
GPN GLOBAL PMTS INC110.10%0.10%0.10%Q1 2021Q1 20211
NICE NICE LTD110.10%0.10%0.10%Q2 2023Q2 20231
AMU UBS AG LONDON BRH110.09%0.09%0.09%Q4 2019Q4 20191
CAT CATERPILLAR INC110.08%0.08%0.08%Q4 2021Q4 20211
OHI OMEGA HEALTHCARE INVS INC110.08%0.08%0.08%Q2 2021Q2 20211
CVX CHEVRON CORP NEW110.07%0.07%0.07%Q3 2023Q3 20231
IWF ISHARES TR110.00%0.00%0.00%Q4 2020Q4 20201
 Download

The securities at the top of the list , including VANGUARD INDEX FDS, ISHARES TR, and VANGUARD INDEX FDS, are the highest-conviction holdings of Platte River Wealth Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Platte River Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Platte River Wealth Advisors, LLC owns currently or has owned in the past.