Platte River Wealth Advisors, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Platte River Wealth Advisors, LLC opened 6 positions, added to 15, reduced 53 and sold out of 5.
- Q3 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 63,923.
- Q3 2024: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 54,037.
- Q3 2024: Stock JPM; Country of operation United States; Class COM; Shares before 21,303.
- Q3 2024: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 3,453.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802013), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 63,923 | 64,444 | +521 | $13,463,438 | $15,015,425 | +$1,551,987 | 2024-10-07 |
|---|
| Q3 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 54,037 | 54,142 | +105 | $9,911,467 | $9,052,001 | -$859,466 | 2024-10-07 |
|---|
| Q3 2024 | JPM
JPMORGAN CHASE & CO. | United States | COM | 21,303 | 22,192 | +889 | $4,308,745 | $4,679,405 | +$370,660 | 2024-10-07 |
|---|
| Q3 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 3,453 | 3,668 | +215 | $1,404,680 | $1,688,234 | +$283,554 | 2024-10-07 |
|---|
| Q3 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 24,950 | 26,427 | +1,477 | $3,082,323 | $3,209,295 | +$126,972 | 2024-10-07 |
|---|
| Q3 2024 | ORCL
ORACLE CORP | United States | COM | 2,575 | 2,875 | +300 | $363,590 | $489,900 | +$126,310 | 2024-10-07 |
|---|
| Q3 2024 | GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 3,110 | 3,875 | +765 | $242,331 | $363,669 | +$121,338 | 2024-10-07 |
|---|
| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 6,470 | 6,507 | +37 | $1,178,511 | $1,079,186 | -$99,325 | 2024-10-07 |
|---|
| Q3 2024 | CB
CHUBB LIMITED | | COM | 855 | 1,040 | +185 | $218,093 | $299,926 | +$81,833 | 2024-10-07 |
|---|
| Q2 2024 | AAPL
APPLE INC | United States | COM | 63,433 | 63,923 | +490 | $10,877,467 | $13,463,438 | +$2,585,971 | 2024-07-19 |
|---|
| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 2,495 | 24,950 | +22,455 | $2,254,382 | $3,082,323 | +$827,941 | 2024-07-19 |
|---|
| Q2 2024 | ZYXIQ
ZYNEX INC | United States | COM | 10,000 | 30,000 | +20,000 | $123,700 | $279,600 | +$155,900 | 2024-07-19 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 62,923 | 63,433 | +510 | $12,114,539 | $10,877,467 | -$1,237,072 | 2024-04-23 |
|---|
| Q1 2024 | JPM
JPMORGAN CHASE & CO | United States | COM | 21,257 | 21,922 | +665 | $3,615,816 | $4,390,977 | +$775,161 | 2024-04-23 |
|---|
| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 7,380 | 7,450 | +70 | $1,121,317 | $1,343,831 | +$222,514 | 2024-04-23 |
|---|
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