Platte River Wealth Advisors, LLC current holdings: USA Stocks
Platte River Wealth Advisors, LLC reported $0.08 billion in share positions in stocks (listed in the US), 44 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are AAPL, MSFT, GOOG.
- AAPL: Country of operation United States; Class COM; Shares 64,444; Value $15,015,425.
- MSFT: Country of operation United States; Class COM; Shares 23,441; Value $10,086,685.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 54,142; Value $9,052,001.
- LLY: Country of operation United States; Class COM; Shares 8,272; Value $7,328,496.
Form 13F-HR as filed (SEC CIK 1802013): quarter ended 2024-09-30, filed 2024-10-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 64,444 | $15,015,425 | 18.43% | 2024-09-30 | 2024-10-07 | |
|---|
MSFT
MICROSOFT CORP | United States | COM | 23,441 | $10,086,685 | 12.38% | 2024-09-30 | 2024-10-07 | +18.28% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 54,142 | $9,052,001 | 11.11% | 2024-09-30 | 2024-10-07 | +101.76% |
|---|
LLY
ELI LILLY & CO | United States | COM | 8,272 | $7,328,496 | 8.99% | 2024-09-30 | 2024-10-07 | +33.71% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 22,192 | $4,679,405 | 5.74% | 2024-09-30 | 2024-10-07 | +58.86% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 26,427 | $3,209,295 | 3.94% | 2024-09-30 | 2024-10-07 | +87.10% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 5,476 | $3,201,708 | 3.93% | 2024-09-30 | 2024-10-07 | -35.87% |
|---|
GL
GLOBE LIFE INC | United States | COM | 27,080 | $2,868,043 | 3.52% | 2024-09-30 | 2024-10-07 | +56.81% |
|---|
USB
US BANCORP DEL | United States | COM NEW | 45,610 | $2,085,724 | 2.56% | 2024-09-30 | 2024-10-07 | +27.14% |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 3,230 | $1,997,981 | 2.45% | 2024-09-30 | 2024-10-07 | +9.87% |
|---|
ETN
EATON CORP PLC | | SHS | 5,870 | $1,945,553 | 2.39% | 2024-09-30 | 2024-10-07 | +30.72% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 3,668 | $1,688,234 | 2.07% | 2024-09-30 | 2024-10-07 | |
|---|
BSX
BOSTON SCIENTIFIC CORP | United States | COM | 20,105 | $1,684,799 | 2.07% | 2024-09-30 | 2024-10-07 | -47.64% |
|---|
UNP
UNION PAC CORP | United States | COM | 6,696 | $1,650,430 | 2.03% | 2024-09-30 | 2024-10-07 | +11.23% |
|---|
AMZN
AMAZON COM INC | United States | COM | 6,845 | $1,275,429 | 1.57% | 2024-09-30 | 2024-10-07 | +32.38% |
|---|
HD
HOME DEPOT INC | United States | COM | 2,719 | $1,101,739 | 1.35% | 2024-09-30 | 2024-10-07 | -28.91% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 6,507 | $1,079,186 | 1.32% | 2024-09-30 | 2024-10-07 | +105.56% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 1,037 | $919,321 | 1.13% | 2024-09-30 | 2024-10-07 | +4.29% |
|---|
CSCO
CISCO SYS INC | United States | COM | 16,631 | $885,102 | 1.09% | 2024-09-30 | 2024-10-07 | +100.94% |
|---|
ZTS
ZOETIS INC | United States | CL A | 4,305 | $841,111 | 1.03% | 2024-09-30 | 2024-10-07 | -64.02% |
|---|
EQIX
EQUINIX INC | United States | COM | 801 | $710,992 | 0.87% | 2024-09-30 | 2024-10-07 | +14.38% |
|---|
EXR
EXTRA SPACE STORAGE INC | United States | COM | 3,821 | $688,506 | 0.84% | 2024-09-30 | 2024-10-07 | -25.92% |
|---|
WRN
WESTERN COPPER & GOLD CORP | | COM | 550,666 | $660,799 | 0.81% | 2024-09-30 | 2024-10-07 | +85.00% |
|---|
ORCL
ORACLE CORP | United States | COM | 2,875 | $489,900 | 0.60% | 2024-09-30 | 2024-10-07 | -19.14% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 2,700 | $467,640 | 0.57% | 2024-09-30 | 2024-10-07 | -14.36% |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 5,470 | $402,975 | 0.49% | 2024-09-30 | 2024-10-07 | -19.48% |
|---|
REGN
REGENERON PHARMACEUTICALS | United States | COM | 383 | $402,625 | 0.49% | 2024-09-30 | 2024-10-07 | -28.61% |
|---|
META
META PLATFORMS INC | United States | CL A | 681 | $389,832 | 0.48% | 2024-09-30 | 2024-10-07 | +29.06% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,700 | $375,836 | 0.46% | 2024-09-30 | 2024-10-07 | -0.49% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 2,258 | $365,931 | 0.45% | 2024-09-30 | 2024-10-07 | +65.11% |
|---|
GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 3,875 | $363,669 | 0.45% | 2024-09-30 | 2024-10-07 | -29.18% |
|---|
CI
THE CIGNA GROUP | United States | COM | 1,000 | $346,440 | 0.43% | 2024-09-30 | 2024-10-07 | -20.55% |
|---|
V
VISA INC | United States | COM CL A | 1,165 | $320,317 | 0.39% | 2024-09-30 | 2024-10-07 | +33.07% |
|---|
AFL
AFLAC INC | United States | COM | 2,800 | $313,040 | 0.38% | 2024-09-30 | 2024-10-07 | +1.66% |
|---|
AMT
AMERICAN TOWER CORP NEW | United States | COM | 1,318 | $306,514 | 0.38% | 2024-09-30 | 2024-10-07 | -28.04% |
|---|
TJX
TJX COS INC NEW | United States | COM | 2,570 | $302,078 | 0.37% | 2024-09-30 | 2024-10-07 | +13.83% |
|---|
CB
CHUBB LIMITED | | COM | 1,040 | $299,926 | 0.37% | 2024-09-30 | 2024-10-07 | +15.15% |
|---|
MAA
MID-AMER APT CMNTYS INC | United States | COM | 1,760 | $279,664 | 0.34% | 2024-09-30 | 2024-10-07 | -25.47% |
|---|
ZYXIQ
ZYNEX INC | United States | COM | 30,000 | $244,800 | 0.30% | 2024-09-30 | 2024-10-07 | |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 410 | $239,670 | 0.29% | 2024-09-30 | 2024-10-07 | -12.38% |
|---|
CAT
CATERPILLAR INC | United States | COM | 605 | $236,628 | 0.29% | 2024-09-30 | 2024-10-07 | +111.35% |
|---|
DIS
DISNEY WALT CO | United States | COM | 2,433 | $234,030 | 0.29% | 2024-09-30 | 2024-10-07 | +9.59% |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 1,685 | $229,733 | 0.28% | 2024-09-30 | 2024-10-07 | -31.11% |
|---|
PEP
PEPSICO INC | United States | COM | 1,280 | $217,664 | 0.27% | 2024-09-30 | 2024-10-07 | -24.32% |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |