Platte River Wealth Advisors, LLC historic quarter change: USA Stocks, Reduced
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 MSFT; Country of operation United States; Class COM; Shares before 23,451.
- Q3 2024: Stock UNP; Country of operation United States; Class COM; Shares before 6,710.
- Q3 2024: Stock ETN; Country of operation —; Class SHS; Shares before 5,930.
- Q3 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 7,020.
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 | MSFT
MICROSOFT CORP | United States | COM | 23,451 | 23,441 | -10 | $10,481,444 | $10,086,685 | -$394,759 | 2024-10-07 |
|---|
| Q3 2024 | UNP
UNION PAC CORP | United States | COM | 6,710 | 6,696 | -14 | $1,518,205 | $1,650,430 | +$132,225 | 2024-10-07 |
|---|
| Q3 2024 | ETN
EATON CORP PLC | | SHS | 5,930 | 5,870 | -60 | $1,859,352 | $1,945,553 | +$86,201 | 2024-10-07 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 7,020 | 6,845 | -175 | $1,356,615 | $1,275,429 | -$81,186 | 2024-10-07 |
|---|
| Q3 2024 | CAT
CATERPILLAR INC | United States | COM | 935 | 605 | -330 | $311,449 | $236,628 | -$74,821 | 2024-10-07 |
|---|
| Q3 2024 | MDLZ
MONDELEZ INTL INC | United States | CL A | 5,756 | 5,470 | -286 | $376,673 | $402,975 | +$26,302 | 2024-10-07 |
|---|
| Q3 2024 | DIS
DISNEY WALT CO | United States | COM | 2,583 | 2,433 | -150 | $256,466 | $234,030 | -$22,436 | 2024-10-07 |
|---|
| Q3 2024 | CSCO
CISCO SYS INC | United States | COM | 18,289 | 16,631 | -1,658 | $868,910 | $885,102 | +$16,192 | 2024-10-07 |
|---|
| Q2 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 54,316 | 54,037 | -279 | $8,270,154 | $9,911,467 | +$1,641,313 | 2024-07-19 |
|---|
| Q2 2024 | GL
GLOBE LIFE INC | United States | COM | 27,470 | 27,080 | -390 | $3,196,684 | $2,228,142 | -$968,542 | 2024-07-19 |
|---|
| Q2 2024 | LLY
ELI LILLY & CO | United States | COM | 8,470 | 8,272 | -198 | $6,589,321 | $7,489,303 | +$899,982 | 2024-07-19 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 23,621 | 23,451 | -170 | $9,937,844 | $10,481,444 | +$543,600 | 2024-07-19 |
|---|
| Q2 2024 | NKE
NIKE INC | United States | CL B | 9,605 | 8,620 | -985 | $902,678 | $649,689 | -$252,989 | 2024-07-19 |
|---|
| Q2 2024 | HD
HOME DEPOT INC | United States | COM | 3,019 | 2,719 | -300 | $1,158,088 | $935,989 | -$222,099 | 2024-07-19 |
|---|
| Q2 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 6,487 | 6,470 | -17 | $979,083 | $1,178,511 | +$199,428 | 2024-07-19 |
|---|
| Q2 2024 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 3,355 | 3,230 | -125 | $1,949,960 | $1,786,190 | -$163,770 | 2024-07-19 |
|---|
| Q2 2024 | UNP
UNION PAC CORP | United States | COM | 6,754 | 6,710 | -44 | $1,661,011 | $1,518,205 | -$142,806 | 2024-07-19 |
|---|
| Q2 2024 | CSCO
CISCO SYS INC | United States | COM | 20,026 | 18,289 | -1,737 | $999,498 | $868,910 | -$130,588 | 2024-07-19 |
|---|
| Q2 2024 | V
VISA INC | United States | COM CL A | 1,490 | 1,165 | -325 | $415,829 | $305,778 | -$110,051 | 2024-07-19 |
|---|
| Q2 2024 | JPM
JPMORGAN CHASE & CO. | United States | COM | 21,922 | 21,303 | -619 | $4,390,977 | $4,308,745 | -$82,232 | 2024-07-19 |
|---|
| Q2 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,900 | 1,700 | -200 | $362,824 | $294,015 | -$68,809 | 2024-07-19 |
|---|
| Q2 2024 | CAT
CATERPILLAR INC | United States | COM | 1,035 | 935 | -100 | $379,255 | $311,449 | -$67,806 | 2024-07-19 |
|---|
| Q2 2024 | ZTS
ZOETIS INC | United States | CL A | 4,675 | 4,305 | -370 | $791,057 | $746,315 | -$44,742 | 2024-07-19 |
|---|
| Q2 2024 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 1,835 | 1,685 | -150 | $272,736 | $230,592 | -$42,144 | 2024-07-19 |
|---|
| Q2 2024 | ORCL
ORACLE CORP | United States | COM | 3,075 | 2,575 | -500 | $386,251 | $363,590 | -$22,661 | 2024-07-19 |
|---|
| Q2 2024 | AMZN
AMAZON COM INC | United States | COM | 7,450 | 7,020 | -430 | $1,343,831 | $1,356,615 | +$12,784 | 2024-07-19 |
|---|
| Q2 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,212 | 1,037 | -175 | $887,948 | $881,440 | -$6,508 | 2024-07-19 |
|---|
| Q2 2024 | ETN
EATON CORP PLC | | SHS | 5,960 | 5,930 | -30 | $1,863,573 | $1,859,352 | -$4,221 | 2024-07-19 |
|---|
| Q1 2024 | LLY
ELI LILLY & CO | United States | COM | 8,715 | 8,470 | -245 | $5,080,148 | $6,589,321 | +$1,509,173 | 2024-04-23 |
|---|
| Q1 2024 | MSFT
MICROSOFT CORP | United States | COM | 23,893 | 23,621 | -272 | $8,984,738 | $9,937,844 | +$953,106 | 2024-04-23 |
|---|
| Q1 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 2,900 | 2,495 | -405 | $1,436,138 | $2,254,382 | +$818,244 | 2024-04-23 |
|---|
| Q1 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 54,507 | 54,316 | -191 | $7,681,672 | $8,270,154 | +$588,482 | 2024-04-23 |
|---|
| Q1 2024 | PEP
PEPSICO INC | United States | COM | 3,960 | 1,280 | -2,680 | $672,566 | $224,013 | -$448,553 | 2024-04-23 |
|---|
| Q1 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 5,995 | 5,476 | -519 | $3,156,188 | $2,708,977 | -$447,211 | 2024-04-23 |
|---|
| Q1 2024 | ZTS
ZOETIS INC | United States | CL A | 6,140 | 4,675 | -1,465 | $1,211,852 | $791,057 | -$420,795 | 2024-04-23 |
|---|
| Q1 2024 | GL
GLOBE LIFE INC | United States | COM | 28,958 | 27,470 | -1,488 | $3,524,768 | $3,196,684 | -$328,084 | 2024-04-23 |
|---|
| Q1 2024 | EXR
EXTRA SPACE STORAGE INC | United States | COM | 5,233 | 3,821 | -1,412 | $839,007 | $561,687 | -$277,320 | 2024-04-23 |
|---|
| Q1 2024 | EQIX
EQUINIX INC | United States | COM | 1,137 | 801 | -336 | $915,728 | $661,089 | -$254,639 | 2024-04-23 |
|---|
| Q1 2024 | MAA
MID-AMER APT CMNTYS INC | United States | COM | 3,361 | 1,760 | -1,601 | $451,920 | $231,581 | -$220,339 | 2024-04-23 |
|---|
| Q1 2024 | CSCO
CISCO SYS INC | United States | COM | 23,490 | 20,026 | -3,464 | $1,186,715 | $999,498 | -$187,217 | 2024-04-23 |
|---|
| Q1 2024 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 3,360 | 3,355 | -5 | $1,783,454 | $1,949,960 | +$166,506 | 2024-04-23 |
|---|
| Q1 2024 | AMT
AMERICAN TOWER CORP NEW | United States | COM | 1,897 | 1,318 | -579 | $409,524 | $260,424 | -$149,100 | 2024-04-23 |
|---|
| Q1 2024 | HD
HOME DEPOT INC | United States | COM | 3,029 | 3,019 | -10 | $1,049,700 | $1,158,088 | +$108,388 | 2024-04-23 |
|---|
| Q1 2024 | MDLZ
MONDELEZ INTL INC | United States | CL A | 6,756 | 5,756 | -1,000 | $489,337 | $402,920 | -$86,417 | 2024-04-23 |
|---|
| Q1 2024 | DIS
DISNEY WALT CO | United States | COM | 2,658 | 2,583 | -75 | $239,991 | $316,056 | +$76,065 | 2024-04-23 |
|---|
| Q1 2024 | USB
US BANCORP DEL | United States | COM NEW | 45,646 | 45,610 | -36 | $1,975,539 | $2,038,746 | +$63,207 | 2024-04-23 |
|---|
| Q1 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 6,618 | 6,487 | -131 | $924,468 | $979,083 | +$54,615 | 2024-04-23 |
|---|
| Q1 2024 | ZYXIQ
ZYNEX INC | United States | COM | 15,000 | 10,000 | -5,000 | $163,350 | $123,700 | -$39,650 | 2024-04-23 |
|---|
| Q1 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 2,737 | 2,700 | -37 | $401,080 | $438,075 | +$36,995 | 2024-04-23 |
|---|
| Q1 2024 | TJX
TJX COS INC NEW | United States | COM | 2,620 | 2,570 | -50 | $245,782 | $260,649 | +$14,867 | 2024-04-23 |
|---|
| Q1 2024 | META
META PLATFORMS INC | United States | CL A | 973 | 681 | -292 | $344,403 | $330,680 | -$13,723 | 2024-04-23 |
|---|
| Q1 2024 | ORCL
ORACLE CORP | United States | COM | 3,775 | 3,075 | -700 | $397,998 | $386,251 | -$11,747 | 2024-04-23 |
|---|
| Q1 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,150 | 1,900 | -250 | $351,633 | $362,824 | +$11,191 | 2024-04-23 |
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