Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
IVE iShares S&P 500 Valu | 4.72% |
JMUB JPMorgan Municipal E | 0.84% |
IVW iShares S&P 500 Grow | 0.75% |
VUG VANGUARD GROWTH INDE | 0.54% |
BIV VANGUARD INTERMEDIAT | 0.43% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VTV VANGUARD VALUE INDEX | 5.22% |
IBDU iShares iBonds Dec 2 | 0.56% |
IBDV iShares iBonds Dec 2 | 0.52% |
IBDT iShares iBonds Dec 2 | 0.49% |
VTEB VANGUARD TAX-EXEMPT | 0.32% |
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