Platte River Wealth Advisors, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Platte River Wealth Advisors, LLC opened 1 positions, added to 56, reduced 52 and sold out of 6.
- Q3 2024: Stock IVW; Country of operation —; Class S&P 500 GRWT ETF; Shares before 530,011.
- Q3 2024: Stock IVE; Country of operation —; Class S&P 500 VAL ETF; Shares before 185,874.
- Q3 2024: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 48,673.
- Q3 2024: Stock BIV; Country of operation —; Class INTERMED TERM; Shares before 119,936.
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 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 530,011 | 551,761 | +21,750 | $49,047,247 | $52,831,101 | +$3,783,854 | 2024-10-07 |
|---|
| Q3 2024 | IVE
ISHARES TR | | S&P 500 VAL ETF | 185,874 | 190,108 | +4,234 | $33,830,979 | $37,483,647 | +$3,652,668 | 2024-10-07 |
|---|
| Q3 2024 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 48,673 | 50,534 | +1,861 | $18,204,189 | $19,401,519 | +$1,197,330 | 2024-10-07 |
|---|
| Q3 2024 | BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 119,936 | 129,547 | +9,611 | $8,982,031 | $10,152,590 | +$1,170,559 | 2024-10-07 |
|---|
| Q3 2024 | MUB
ISHARES TR | | NATIONAL MUN ETF | 67,915 | 71,666 | +3,751 | $7,236,343 | $7,785,078 | +$548,735 | 2024-10-07 |
|---|
| Q3 2024 | JMUB
J P MORGAN EXCHANGE TRADED F | | MUNICIPAL ETF | 142,841 | 150,716 | +7,875 | $7,195,616 | $7,727,209 | +$531,593 | 2024-10-07 |
|---|
| Q3 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 26,506 | 26,720 | +214 | $12,699,400 | $13,041,367 | +$341,967 | 2024-10-07 |
|---|
| Q3 2024 | IBDW
ISHARES TR | | IBONDS DEC 2031 | 222,027 | 225,338 | +3,311 | $4,504,928 | $4,781,672 | +$276,744 | 2024-10-07 |
|---|
| Q3 2024 | IBDX
ISHARES TR | | IBONDS DEC 2032 | 177,896 | 180,513 | +2,617 | $4,369,126 | $4,640,989 | +$271,863 | 2024-10-07 |
|---|
| Q3 2024 | HDV
ISHARES TR | | CORE HIGH DV ETF | 13,379 | 13,759 | +380 | $1,454,297 | $1,618,334 | +$164,037 | 2024-10-07 |
|---|
| Q3 2024 | SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 26,332 | 26,857 | +525 | $2,109,983 | $2,227,520 | +$117,537 | 2024-10-07 |
|---|
| Q3 2024 | HTD
HANCOCK JOHN TAX-ADVANTAGED | | COM | 26,720 | 27,720 | +1,000 | $540,011 | $643,658 | +$103,647 | 2024-10-07 |
|---|
| Q3 2024 | XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 14,311 | 15,699 | +1,388 | $654,728 | $746,173 | +$91,445 | 2024-10-07 |
|---|
| Q3 2024 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 13,676 | 13,679 | +3 | $859,810 | $909,940 | +$50,130 | 2024-10-07 |
|---|
| Q3 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,558 | 2,560 | +2 | $684,174 | $724,929 | +$40,755 | 2024-10-07 |
|---|
| Q3 2024 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 4,798 | 4,828 | +30 | $1,085,452 | $1,089,969 | +$4,517 | 2024-10-07 |
|---|
| Q3 2024 | SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 1,765 | 1,870 | +105 | $460,136 | $458,992 | -$1,144 | 2024-10-07 |
|---|
| Q2 2024 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 495,534 | 530,011 | +34,477 | $41,842,893 | $49,047,247 | +$7,204,354 | 2024-07-19 |
|---|
| Q2 2024 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 46,935 | 48,673 | +1,738 | $16,155,027 | $18,204,189 | +$2,049,162 | 2024-07-19 |
|---|
| Q2 2024 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 46,283 | 46,866 | +583 | $15,599,685 | $17,083,126 | +$1,483,441 | 2024-07-19 |
|---|
| Q2 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 26,423 | 26,506 | +83 | $11,732,161 | $12,699,400 | +$967,239 | 2024-07-19 |
|---|
| Q2 2024 | IVE
ISHARES TR | | S&P 500 VAL ETF | 183,564 | 185,874 | +2,310 | $34,291,571 | $33,830,979 | -$460,592 | 2024-07-19 |
|---|
| Q2 2024 | SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 25,385 | 26,332 | +947 | $1,856,913 | $2,109,983 | +$253,070 | 2024-07-19 |
|---|
| Q2 2024 | IWD
ISHARES TR | | RUS 1000 VAL ETF | 49,575 | 49,718 | +143 | $8,879,378 | $8,674,299 | -$205,079 | 2024-07-19 |
|---|
| Q2 2024 | BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 116,620 | 119,936 | +3,316 | $8,793,130 | $8,982,031 | +$188,901 | 2024-07-19 |
|---|
| Q2 2024 | XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 12,356 | 14,311 | +1,955 | $520,558 | $654,728 | +$134,170 | 2024-07-19 |
|---|
| Q2 2024 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 4,602 | 4,798 | +196 | $958,459 | $1,085,452 | +$126,993 | 2024-07-19 |
|---|
| Q2 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 62,440 | 62,740 | +300 | $3,792,611 | $3,671,564 | -$121,047 | 2024-07-19 |
|---|
| Q2 2024 | SPYV
SPDR SER TR | | PRTFLO S&P500 VL | 37,976 | 38,281 | +305 | $1,902,598 | $1,865,816 | -$36,782 | 2024-07-19 |
|---|
| Q2 2024 | HDV
ISHARES TR | | CORE HIGH DV ETF | 12,968 | 13,379 | +411 | $1,429,203 | $1,454,297 | +$25,094 | 2024-07-19 |
|---|
| Q2 2024 | IDV
ISHARES TR | | INTL SEL DIV ETF | 28,132 | 28,189 | +57 | $788,821 | $779,990 | -$8,831 | 2024-07-19 |
|---|
| Q1 2024 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 390,933 | 495,534 | +104,601 | $29,359,069 | $41,842,893 | +$12,483,824 | 2024-04-23 |
|---|
| Q1 2024 | MUB
ISHARES TR | | NATIONAL MUN ETF | 13,882 | 73,037 | +59,155 | $1,504,948 | $7,858,781 | +$6,353,833 | 2024-04-23 |
|---|
| Q1 2024 | IVE
ISHARES TR | | S&P 500 VAL ETF | 163,539 | 183,564 | +20,025 | $28,437,868 | $34,291,571 | +$5,853,703 | 2024-04-23 |
|---|
| Q1 2024 | JMUB
J P MORGAN EXCHANGE TRADED F | | MUNICIPAL ETF | 49,780 | 153,805 | +104,025 | $2,536,789 | $7,804,066 | +$5,267,277 | 2024-04-23 |
|---|
| Q1 2024 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 39,408 | 46,283 | +6,875 | $11,947,323 | $15,599,685 | +$3,652,362 | 2024-04-23 |
|---|
| Q1 2024 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 42,333 | 46,935 | +4,602 | $13,160,483 | $16,155,027 | +$2,994,544 | 2024-04-23 |
|---|
| Q1 2024 | IWD
ISHARES TR | | RUS 1000 VAL ETF | 42,628 | 49,575 | +6,947 | $7,044,277 | $8,879,378 | +$1,835,101 | 2024-04-23 |
|---|
| Q1 2024 | BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 94,210 | 116,620 | +22,410 | $7,195,768 | $8,793,130 | +$1,597,362 | 2024-04-23 |
|---|
| Q1 2024 | IBDW
ISHARES TR | | IBONDS DEC 2031 | 155,950 | 229,742 | +73,792 | $3,239,082 | $4,707,414 | +$1,468,332 | 2024-04-23 |
|---|
| Q1 2024 | IBDX
ISHARES TR | | IBONDS DEC 2032 | 128,649 | 186,069 | +57,420 | $3,245,814 | $4,616,372 | +$1,370,558 | 2024-04-23 |
|---|
| Q1 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 25,691 | 26,423 | +732 | $10,521,032 | $11,732,161 | +$1,211,129 | 2024-04-23 |
|---|
| Q1 2024 | IBDV
ISHARES TR | | IBONDS DEC 2030 | 262,029 | 320,005 | +57,976 | $5,670,308 | $6,848,107 | +$1,177,799 | 2024-04-23 |
|---|
| Q1 2024 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 39,682 | 40,322 | +640 | $9,231,620 | $10,074,855 | +$843,235 | 2024-04-23 |
|---|
| Q1 2024 | IBDU
ISHARES TR | | IBONDS DEC 29 | 201,019 | 235,822 | +34,803 | $4,637,508 | $5,381,458 | +$743,950 | 2024-04-23 |
|---|
| Q1 2024 | IBDT
ISHARES TR | | IBDS DEC28 ETF | 198,345 | 229,454 | +31,109 | $4,976,476 | $5,714,552 | +$738,076 | 2024-04-23 |
|---|
| Q1 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 11,616 | 62,440 | +50,824 | $3,219,358 | $3,792,611 | +$573,253 | 2024-04-23 |
|---|
| Q1 2024 | IDV
ISHARES TR | | INTL SEL DIV ETF | 8,881 | 28,132 | +19,251 | $248,579 | $788,821 | +$540,242 | 2024-04-23 |
|---|
| Q1 2024 | SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 23,050 | 25,385 | +2,335 | $1,499,633 | $1,856,913 | +$357,280 | 2024-04-23 |
|---|
| Q1 2024 | IBDS
ISHARES TR | | IBONDS 27 ETF | 269,221 | 283,522 | +14,301 | $6,442,459 | $6,747,824 | +$305,365 | 2024-04-23 |
|---|
| Q1 2024 | HTD
HANCOCK JOHN TAX-ADVANTAGED | | COM | 21,204 | 26,792 | +5,588 | $402,240 | $526,731 | +$124,491 | 2024-04-23 |
|---|
| Q1 2024 | HDV
ISHARES TR | | CORE HIGH DV ETF | 12,834 | 12,968 | +134 | $1,308,940 | $1,429,203 | +$120,263 | 2024-04-23 |
|---|
| Q1 2024 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 12,947 | 13,708 | +761 | $720,759 | $836,873 | +$116,114 | 2024-04-23 |
|---|
| Q1 2024 | CIBR
FIRST TR EXCHANGE TRADED FD | | NASDAQ CYB ETF | 6,630 | 7,705 | +1,075 | $356,959 | $434,485 | +$77,526 | 2024-04-23 |
|---|
| Q1 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,555 | 2,558 | +3 | $606,104 | $664,711 | +$58,607 | 2024-04-23 |
|---|
| Q1 2024 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 570 | 630 | +60 | $275,880 | $330,334 | +$54,454 | 2024-04-23 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |