$232 Million is the total value of Platte River Wealth Advisors, LLC's 87 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INCcl b | $1,628,000 | +12.8% | 11,495 | 0.0% | 0.70% | -5.6% | |
| UNP | UNION PAC CORP | $1,376,000 | +5.6% | 6,618 | 0.0% | 0.59% | -11.6% | |
| BLK | BLACKROCK INC | $1,369,000 | +31.6% | 1,845 | 0.0% | 0.59% | +10.3% | |
| MDLZ | MONDELEZ INTL INCcl a | $1,329,000 | -2.3% | 23,676 | 0.0% | 0.57% | -18.3% | |
| FIS | FIDELITY NATL INFORMATION SV | $873,000 | -9.3% | 6,538 | 0.0% | 0.38% | -24.0% | |
| DIS | DISNEY WALT CO | $869,000 | +37.9% | 5,076 | 0.0% | 0.38% | +15.4% | |
| HD | HOME DEPOT INC | $837,000 | +0.5% | 2,999 | 0.0% | 0.36% | -15.9% | |
| ETN | EATON CORP PLC | $784,000 | +22.7% | 6,262 | 0.0% | 0.34% | +2.7% | |
| GOOGL | ALPHABET INCcap stk cl a | $646,000 | +28.4% | 343 | 0.0% | 0.28% | +7.7% | |
| NVDA | NVIDIA CORPORATION | $599,000 | +2.4% | 1,080 | 0.0% | 0.26% | -14.6% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $538,000 | +14.7% | 1,401 | 0.0% | 0.23% | -4.1% | |
| IWO | ISHARES TRrus 2000 grw etf | $516,000 | +40.6% | 1,655 | 0.0% | 0.22% | +18.0% | |
| JNJ | JOHNSON & JOHNSON | $473,000 | +8.5% | 2,926 | 0.0% | 0.20% | -9.3% | |
| PEP | PEPSICO INC | $421,000 | +0.7% | 3,018 | 0.0% | 0.18% | -15.3% | |
| IWV | ISHARES TRrussell 3000 etf | $356,000 | +18.3% | 1,540 | 0.0% | 0.15% | -0.6% | |
| PG | PROCTER AND GAMBLE CO | $346,000 | -5.7% | 2,642 | 0.0% | 0.15% | -21.2% | |
| IWN | ISHARES TRrus 2000 val etf | $301,000 | +42.7% | 2,120 | 0.0% | 0.13% | +19.3% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $296,000 | -3.9% | 1,850 | 0.0% | 0.13% | -19.5% | |
| IVV | ISHARES TRcore s&p500 etf | $274,000 | +14.6% | 710 | 0.0% | 0.12% | -4.1% | |
| OEF | ISHARES TRs&p 100 etf | $268,000 | +13.1% | 1,520 | 0.0% | 0.12% | -4.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 15 | Q3 2023 | 18.6% |
| ISHARES TR | 15 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 5.2% |
| ISHARES TR | 15 | Q3 2023 | 5.4% |
| APPLE INC | 15 | Q3 2023 | 4.6% |
| ISHARES TR | 15 | Q3 2023 | 4.4% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 4.8% |
| INVESCO QQQ TR | 15 | Q3 2023 | 3.9% |
| ISHARES TR | 15 | Q3 2023 | 3.4% |
| MICROSOFT CORP | 15 | Q3 2023 | 3.0% |
View Platte River Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-12 |
View Platte River Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.