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  Name: Platte River Wealth Advisors LLC
  City: LOUISVILLE
  State: CO
  Zip: 80027
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $350,948,000
  Total Value Change : $48,869,000
  Securities Held Change : -4
   
All Securities Held : 91
  New Positions : 4
  Closed Positions : 8
  Increased Positions : 28
  Unchanged Positions : 20
  Decreased Positions : 39

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Holdings Found : 20     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ETN)1 Year Chart         ETN Eaton Corp 34 - $330.18 $1,864,000 5,960 0.53% 429,000 0 0.001    Diversified Machinery
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 36 - $531.23 $1,780,000 3,386 0.51% 163,000 0 0    Closed - End Fund - E...
   (UNP)1 Year Chart         UNP Union Pacific Corp 37 - $245.90 $1,661,000 6,754 0.47% 2,000 0 0.001    Railroads
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 38 - $413.12 $1,452,000 3,453 0.41% 220,000 0 0    Property & Casualty I...
   (BSX)1 Year Chart         BSX Boston Scientific Corp 41 - $74.55 $1,377,000 20,105 0.39% 215,000 0 0.001    Medical Instruments &...
   (BLK)1 Year Chart         BLK BlackRock Inc A 42 - $807.71 $1,351,000 1,620 0.38% 36,000 0 0.001    Investment Brokerage ...
   (NKE)1 Year Chart         NKE Nike Inc B 48 - $91.77 $903,000 9,605 0.26% -140,000 0 0.001    Textile - Apparel Foo...
   (COST)1 Year Chart         COST Costco Wholesale Corp 49 - $793.07 $888,000 1,212 0.25% 88,000 0 0    Discount, Variety Stores
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 55 - $528.69 $735,000 1,406 0.21% 67,000 0 0    Closed - End Fund - E...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 61 - $208.63 $465,000 2,065 0.13% 104,000 0 0.002    N/A
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 62 - $302.00 $462,000 1,540 0.13% 40,000 0 0.003    Closed - End Fund - E...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 66 - $265.43 $421,000 1,555 0.12% 29,000 0 0.004    Closed - End Fund - E...
   (V)1 Year Chart         V Visa Inc 67 - $279.84 $416,000 1,490 0.12% 28,000 0 0    Business Services
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 68 - $158.37 $410,000 2,580 0.12% 9,000 0 0.003    Closed - End Fund - E...
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 72 - $252.10 $376,000 1,520 0.11% 36,000 0 0.003    Closed - End Fund - E...
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 73 - $967.98 $369,000 383 0.11% 33,000 0 0    Biotechnology
   (CI)1 Year Chart         CI Cigna Corporation 74 - $339.26 $363,000 1,000 0.1% 64,000 0 0    Health Care Plans
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 76 - $154.28 $357,000 2,258 0.1% 3,000 0 0    Drug Manufacturers - ...
   (UPS)1 Year Chart         UPS United Parcel Service Inc 80 - $149.66 $273,000 1,835 0.08% -16,000 0 0    AirDelivery & Freight...
   (AFL)1 Year Chart         AFL AFLAC Inc 83 - $87.14 $240,000 2,800 0.07% 9,000 0 0    Life & Health Insurance

      20 Records Found
  1    
Page 1 of 1
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