Platte River Wealth Advisors, LLC Buys Simon Property Group Inc, Realty Income Corp, ...

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Investment company Platte River Wealth Advisors, LLC (Current Portfolio) buys Simon Property Group Inc, Realty Income Corp, International Business Machines Corp, Independence Realty Trust Inc, Caterpillar Inc, sells SPDR Portfolio Emerging Markets ETF, iShares MSCI Emerging Markets ETF, Vanguard FTSE Emerging Markets ETF, PayPal Holdings Inc, 3M Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Platte River Wealth Advisors, LLC. As of 2021Q4, Platte River Wealth Advisors, LLC owns 87 stocks with a total value of $292 million. These are the details of the buys and sells.

  • New Purchases: SPG, IBM, IRT, CAT, TJX,

  • Added Positions: VTV, IVW, IVE, O, VO, VNQ, DVY, IDV, LLY, MS, ZYXI, HTD, MPW, JPM, SCHB, BRK.B, JNJ, IJR, CCI,

  • Reduced Positions: MUB, BIV, VUG, MSFT, IWF, AAPL, PLD, IJK, IJJ, QQQ, GOOG, V, FB, IWS, IJH, REGN, ARE, IWP, PEP, IWR, EL, LOW, FIS, PG, EA, TMO, UPS, BSX, DRE,

  • Sold Out: SPEM, EEM, VWO, PYPL, MMM,


For the details of Platte River Wealth Advisors, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/platte+river+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Platte River Wealth Advisors, LLC

  1. Vanguard Value ETF (VTV) - 279,477 shares, 14.38% of the total portfolio. Shares added by 8.62%

  2. iShares S&P 500 Growth ETF (IVW) - 273,983 shares, 7.59% of the total portfolio. Shares added by 9.79%

  3. iShares S&P 500 Value ETF (IVE) - 90,931 shares, 4.95% of the total portfolio. Shares added by 10.21%

  4. Vanguard Growth ETF (VUG) - 46,990 shares, 4.95% of the total portfolio. Shares reduced by 2.67%

  5. Vanguard Mid-Cap ETF (VO) - 54,138 shares, 4.60% of the total portfolio. Shares added by 8.37%

New Purchase: Simon Property Group Inc (SPG)

Platte River Wealth Advisors, LLC initiated holding in Simon Property Group Inc. The purchase prices were between $131.39 and $170.5, with an estimated average price of $153.23. The stock is now traded at around $161.930000. The impact to a portfolio due to this purchase was 0.53%. The holding were 9,512 shares as of 2021-12-31.

New Purchase: International Business Machines Corp (IBM)

Platte River Wealth Advisors, LLC initiated holding in International Business Machines Corp. The purchase prices were between $115.81 and $138.13, with an estimated average price of $125.15. The stock is now traded at around $133.590000. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,665 shares as of 2021-12-31.

New Purchase: Independence Realty Trust Inc (IRT)

Platte River Wealth Advisors, LLC initiated holding in Independence Realty Trust Inc. The purchase prices were between $20.65 and $25.83, with an estimated average price of $23.75. The stock is now traded at around $23.930000. The impact to a portfolio due to this purchase was 0.09%. The holding were 10,740 shares as of 2021-12-31.

New Purchase: Caterpillar Inc (CAT)

Platte River Wealth Advisors, LLC initiated holding in Caterpillar Inc. The purchase prices were between $188.94 and $214.25, with an estimated average price of $201.63. The stock is now traded at around $222.400000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,070 shares as of 2021-12-31.

New Purchase: TJX Companies Inc (TJX)

Platte River Wealth Advisors, LLC initiated holding in TJX Companies Inc. The purchase prices were between $62.97 and $75.92, with an estimated average price of $69.51. The stock is now traded at around $73.410000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,890 shares as of 2021-12-31.

Added: Realty Income Corp (O)

Platte River Wealth Advisors, LLC added to a holding in Realty Income Corp by 73.60%. The purchase prices were between $64.16 and $71.97, with an estimated average price of $68.86. The stock is now traded at around $71.870000. The impact to a portfolio due to this purchase was 0.43%. The holding were 41,678 shares as of 2021-12-31.

Added: Zynex Inc (ZYXI)

Platte River Wealth Advisors, LLC added to a holding in Zynex Inc by 100.00%. The purchase prices were between $8.71 and $13.77, with an estimated average price of $11.1. The stock is now traded at around $8.420000. The impact to a portfolio due to this purchase was 0.03%. The holding were 22,000 shares as of 2021-12-31.

Sold Out: SPDR Portfolio Emerging Markets ETF (SPEM)

Platte River Wealth Advisors, LLC sold out a holding in SPDR Portfolio Emerging Markets ETF. The sale prices were between $40.07 and $43.49, with an estimated average price of $41.91.

Sold Out: iShares MSCI Emerging Markets ETF (EEM)

Platte River Wealth Advisors, LLC sold out a holding in iShares MSCI Emerging Markets ETF. The sale prices were between $47.41 and $51.73, with an estimated average price of $49.73.

Sold Out: Vanguard FTSE Emerging Markets ETF (VWO)

Platte River Wealth Advisors, LLC sold out a holding in Vanguard FTSE Emerging Markets ETF. The sale prices were between $47.81 and $51.82, with an estimated average price of $50.01.

Sold Out: PayPal Holdings Inc (PYPL)

Platte River Wealth Advisors, LLC sold out a holding in PayPal Holdings Inc. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83.

Sold Out: 3M Co (MMM)

Platte River Wealth Advisors, LLC sold out a holding in 3M Co. The sale prices were between $170.04 and $183.66, with an estimated average price of $178.14.



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4. Stocks that Platte River Wealth Advisors, LLC keeps buyingThis article first appeared on GuruFocus.