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PLATTE RIVER WEALTH ADVISORS, LLC

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LOUISVILLE CO Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Platte River Wealth Advisors is based out of Louisville. Platte River Wealth Advisors is a large advisory firm with 74 clients and discretionary assets under management (AUM) of $447,850,838 (Form ADV from 2023-03-24). Their last reported 13F filing for Q4 2023 included $302,077,271 in managed 13F securities and a top 10 holdings concentration of 52.61%. Platte River Wealth Advisors's largest holding is iShares S&P 500 Growth ETF-iShares S&P 500 Growth ETF with shares held of 390,933. Whalewisdom has at least 16 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IVW iShares S&P 500 Grow 9.72%
IVE iShares S&P 500 Valu 9.41%
VTV VANGUARD VALUE INDEX 9.1%
VUG VANGUARD GROWTH INDE 4.36%
AAPL Apple Inc 4.01%

2023-12-31

13F Activity

Market Value $302m, Prior: $273m
New Purchases 7 stocks
Added To 27 stocks
Sold out of 9 stocks
Reduced holdings in 45 stocks
Top 10 Holdings % 52.61%
Turnover %[1] 16.84%
Turnover Alt %[2] 8.48%
Time Held Top 20 9.4 quarters
Time Held Top 10 11.3 quarters
Time Held All 10.15 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance