Platte River Wealth Advisors, LLC Last Quarter Change: USA Stocks, Reduced

Platte River Wealth Advisors, LLC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Platte River Wealth Advisors, LLC opened 1 positions, added to 9, reduced 8, sold out of 2 and left 26 unchanged. The largest increase in value was AAPL (+$1,551,987); the largest decrease was GOOG (-$859,466).

MSFT: Country of operation United States; Class COM; Shares 2024-06-30 23,451; Shares 2024-09-30 23,441.
UNP: Country of operation United States; Class COM; Shares 2024-06-30 6,710; Shares 2024-09-30 6,696.
ETN: Country of operation —; Class SHS; Shares 2024-06-30 5,930; Shares 2024-09-30 5,870.
AMZN: Country of operation United States; Class COM; Shares 2024-06-30 7,020; Shares 2024-09-30 6,845.

Two Form 13F-HR filings compared (SEC CIK 1802013): 2024-06-30 (filed 2024-07-19) and 2024-09-30 (filed 2024-10-07). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2024-06-30	Shares 2024-09-30	Share change	Value 2024-06-30	Value 2024-09-30	Value change
MSFT MICROSOFT CORP	United States	COM	23,451	23,441	-10	$10,481,444	$10,086,685	-$394,759
UNP UNION PAC CORP	United States	COM	6,710	6,696	-14	$1,518,205	$1,650,430	+$132,225
ETN EATON CORP PLC		SHS	5,930	5,870	-60	$1,859,352	$1,945,553	+$86,201
AMZN AMAZON COM INC	United States	COM	7,020	6,845	-175	$1,356,615	$1,275,429	-$81,186
CAT CATERPILLAR INC	United States	COM	935	605	-330	$311,449	$236,628	-$74,821
MDLZ MONDELEZ INTL INC	United States	CL A	5,756	5,470	-286	$376,673	$402,975	+$26,302
DIS DISNEY WALT CO	United States	COM	2,583	2,433	-150	$256,466	$234,030	-$22,436
CSCO CISCO SYS INC	United States	COM	18,289	16,631	-1,658	$868,910	$885,102	+$16,192

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