Platte River Wealth Advisors, LLC quarter change: USA Stocks, Unchanged
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).
- GL: Country of operation United States; Class COM; Shares 2024-06-30 27,080; Shares 2024-09-30 27,080.
- UNH: Country of operation United States; Class COM; Shares 2024-06-30 5,476; Shares 2024-09-30 5,476.
- USB: Country of operation United States; Class COM NEW; Shares 2024-06-30 45,610; Shares 2024-09-30 45,610.
- TMO: Country of operation United States; Class COM; Shares 2024-06-30 3,230; Shares 2024-09-30 3,230.
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 |
|---|
GL
GLOBE LIFE INC | United States | COM | 27,080 | 27,080 | 0 | $2,228,142 | $2,868,043 | +$639,901 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 5,476 | 5,476 | 0 | $2,788,708 | $3,201,708 | +$413,000 |
|---|
USB
US BANCORP DEL | United States | COM NEW | 45,610 | 45,610 | 0 | $1,810,698 | $2,085,724 | +$275,026 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 3,230 | 3,230 | 0 | $1,786,190 | $1,997,981 | +$211,791 |
|---|
HD
HOME DEPOT INC | United States | COM | 2,719 | 2,719 | 0 | $935,989 | $1,101,739 | +$165,750 |
|---|
LLY
ELI LILLY & CO | United States | COM | 8,272 | 8,272 | 0 | $7,489,303 | $7,328,496 | -$160,807 |
|---|
BSX
BOSTON SCIENTIFIC CORP | United States | COM | 20,105 | 20,105 | 0 | $1,548,286 | $1,684,799 | +$136,513 |
|---|
EQIX
EQUINIX INC | United States | COM | 801 | 801 | 0 | $606,037 | $710,992 | +$104,955 |
|---|
ZTS
ZOETIS INC | United States | CL A | 4,305 | 4,305 | 0 | $746,315 | $841,111 | +$94,796 |
|---|
EXR
EXTRA SPACE STORAGE INC | United States | COM | 3,821 | 3,821 | 0 | $593,822 | $688,506 | +$94,684 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,700 | 1,700 | 0 | $294,015 | $375,836 | +$81,821 |
|---|
AFL
AFLAC INC | United States | COM | 2,800 | 2,800 | 0 | $250,068 | $313,040 | +$62,972 |
|---|
AMT
AMERICAN TOWER CORP NEW | United States | COM | 1,318 | 1,318 | 0 | $256,193 | $306,514 | +$50,321 |
|---|
META
META PLATFORMS INC | United States | CL A | 681 | 681 | 0 | $343,374 | $389,832 | +$46,458 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 1,037 | 1,037 | 0 | $881,440 | $919,321 | +$37,881 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 2,258 | 2,258 | 0 | $330,029 | $365,931 | +$35,902 |
|---|
ZYXIQ
ZYNEX INC | United States | COM | 30,000 | 30,000 | 0 | $279,600 | $244,800 | -$34,800 |
|---|
MAA
MID-AMER APT CMNTYS INC | United States | COM | 1,760 | 1,760 | 0 | $250,994 | $279,664 | +$28,670 |
|---|
WRN
WESTERN COPPER & GOLD CORP | | COM | 550,666 | 550,666 | 0 | $633,266 | $660,799 | +$27,533 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 2,700 | 2,700 | 0 | $445,284 | $467,640 | +$22,356 |
|---|
TJX
TJX COS INC NEW | United States | COM | 2,570 | 2,570 | 0 | $282,957 | $302,078 | +$19,121 |
|---|
CI
THE CIGNA GROUP | United States | COM | 1,000 | 1,000 | 0 | $330,570 | $346,440 | +$15,870 |
|---|
V
VISA INC | United States | COM CL A | 1,165 | 1,165 | 0 | $305,778 | $320,317 | +$14,539 |
|---|
PEP
PEPSICO INC | United States | COM | 1,280 | 1,280 | 0 | $211,110 | $217,664 | +$6,554 |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 1,685 | 1,685 | 0 | $230,592 | $229,733 | -$859 |
|---|
REGN
REGENERON PHARMACEUTICALS | United States | COM | 383 | 383 | 0 | $402,544 | $402,625 | +$81 |
|---|
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