Platform Technology Partners
Latest statistics and disclosures from Platform Technology Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, EVSD, and represent 21.52% of Platform Technology Partners's stock portfolio.
- Added to shares of these 10 stocks: PLD, DFAS, APD, EVSD, FTRB, SPY, VUG, ARTY, HGER, CRMT.
- Started 17 new stock positions in MRVL, DDS, CPER, NRGV, GIII, BZAI, SGI, BW, ARTY, DIA. NEXT, INOD, MLGO, CGEN, BABA, DLR, DELL.
- Reduced shares in these 10 stocks: GE, CRM, GEV, SPLG, EVLV, PFF, CALF, IBM, JMST, GILD.
- Sold out of its positions in ELV, WRB, CI, CMS, CMCSA, CTOS, FTNT, GEHC, SUB, JMST. BBBY, PYPL, PAGP, PGR, FLRN, SMCI, VKTX, WSO, Microalgo, ASML.
- Platform Technology Partners was a net buyer of stock by $6.7M.
- Platform Technology Partners has $417M in assets under management (AUM), dropping by 8.95%.
- Central Index Key (CIK): 0001830817
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Portfolio Holdings for Platform Technology Partners
Platform Technology Partners holds 256 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.5 | $35M | 139k | 254.63 |
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| Microsoft Corporation (MSFT) | 4.4 | $18M | 36k | 517.96 |
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| NVIDIA Corporation (NVDA) | 3.2 | $13M | 71k | 186.58 |
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| Amazon (AMZN) | 3.1 | $13M | +2% | 58k | 219.57 |
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| Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) | 2.4 | $10M | +17% | 196k | 51.41 |
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| Apollo Global Mgmt (APO) | 2.2 | $9.3M | 70k | 133.27 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $9.1M | 29k | 315.43 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $8.8M | +4% | 323k | 27.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $8.2M | 12k | 669.30 |
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| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 1.9 | $8.1M | +15% | 320k | 25.39 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $7.7M | +2% | 15k | 502.74 |
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| Meta Platforms Cl A (META) | 1.8 | $7.4M | 10k | 734.37 |
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| Tesla Motors (TSLA) | 1.7 | $7.2M | +5% | 16k | 444.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $6.4M | +2% | 26k | 243.10 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $5.9M | -3% | 9.6k | 612.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $5.8M | 24k | 243.55 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.4 | $5.6M | +50% | 83k | 68.46 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $5.3M | +17% | 8.0k | 666.18 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $5.2M | +13% | 11k | 479.60 |
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| Goldman Sachs (GS) | 1.1 | $4.4M | +3% | 5.5k | 796.38 |
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| Johnson & Johnson (JNJ) | 1.0 | $4.2M | +2% | 23k | 185.42 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $4.2M | +2% | 25k | 167.33 |
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| Visa Com Cl A (V) | 1.0 | $4.2M | +3% | 12k | 341.39 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $4.1M | +4% | 24k | 170.85 |
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| Chevron Corporation (CVX) | 1.0 | $4.1M | +4% | 26k | 155.29 |
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| Home Depot (HD) | 0.9 | $3.7M | +3% | 9.2k | 405.18 |
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| Boeing Company (BA) | 0.8 | $3.4M | +3% | 16k | 215.82 |
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| Costco Wholesale Corporation (COST) | 0.8 | $3.4M | 3.6k | 925.60 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $3.2M | +5% | 9.1k | 355.46 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $3.1M | 22k | 140.95 |
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| Nextera Energy (NEE) | 0.7 | $3.1M | +5% | 40k | 75.49 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $2.8M | 21k | 133.90 |
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| Oracle Corporation (ORCL) | 0.7 | $2.8M | -7% | 10k | 281.23 |
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| Chubb (CB) | 0.7 | $2.8M | +6% | 9.8k | 282.25 |
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| Williams Companies (WMB) | 0.7 | $2.8M | +6% | 44k | 63.35 |
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| Procter & Gamble Company (PG) | 0.7 | $2.7M | +4% | 18k | 153.65 |
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| Pepsi (PEP) | 0.6 | $2.7M | +5% | 19k | 140.44 |
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| McDonald's Corporation (MCD) | 0.6 | $2.6M | +5% | 8.7k | 303.90 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.5M | +10% | 4.2k | 600.38 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.5M | -2% | 24k | 103.06 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $2.4M | +7% | 20k | 123.75 |
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| Union Pacific Corporation (UNP) | 0.6 | $2.3M | -4% | 9.9k | 236.37 |
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| Abbvie (ABBV) | 0.6 | $2.3M | -2% | 10k | 231.53 |
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| Harbor Etf Trust Harbor Commodity (HGER) | 0.6 | $2.3M | +22% | 90k | 25.80 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $2.3M | +6% | 36k | 65.00 |
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| Medtronic SHS (MDT) | 0.5 | $2.2M | +7% | 24k | 95.24 |
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| Prologis (PLD) | 0.5 | $2.2M | +782% | 19k | 114.52 |
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| Tri-Continental Corporation (TY) | 0.5 | $2.1M | 63k | 34.00 |
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| Eli Lilly & Co. (LLY) | 0.5 | $2.1M | 2.8k | 763.12 |
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| Amgen (AMGN) | 0.5 | $2.1M | +8% | 7.4k | 282.22 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.5 | $2.1M | -11% | 44k | 47.51 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $2.1M | +10% | 4.1k | 499.24 |
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| Starbucks Corporation (SBUX) | 0.5 | $2.0M | 23k | 84.60 |
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| International Business Machines (IBM) | 0.5 | $2.0M | -17% | 6.9k | 282.17 |
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| Nike CL B (NKE) | 0.5 | $2.0M | 28k | 69.73 |
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| Air Products & Chemicals (APD) | 0.5 | $2.0M | +682% | 7.2k | 272.73 |
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| S&p Global (SPGI) | 0.5 | $1.9M | +8% | 4.0k | 486.77 |
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| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 0.5 | $1.9M | 26k | 71.97 |
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| First Tr Exchange-traded Limited Duration (FSIG) | 0.4 | $1.8M | +9% | 96k | 19.21 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.4 | $1.8M | -2% | 72k | 25.34 |
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| UnitedHealth (UNH) | 0.4 | $1.8M | +10% | 5.1k | 345.28 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.8M | 16k | 112.75 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.8M | -3% | 3.1k | 568.83 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $1.7M | +7% | 23k | 73.29 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.7M | +9% | 28k | 59.92 |
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| ConocoPhillips (COP) | 0.4 | $1.6M | +10% | 17k | 94.59 |
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| Verizon Communications (VZ) | 0.4 | $1.6M | -2% | 36k | 43.95 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.6M | -10% | 19k | 82.96 |
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| Colgate-Palmolive Company (CL) | 0.4 | $1.6M | +11% | 20k | 79.94 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.4 | $1.5M | +6% | 23k | 67.26 |
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| Netflix (NFLX) | 0.4 | $1.5M | 1.3k | 1198.92 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.3 | $1.5M | +9% | 32k | 46.08 |
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| Dominion Resources (D) | 0.3 | $1.4M | +14% | 23k | 61.17 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.4M | +14% | 4.6k | 293.73 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $1.3M | 40k | 33.68 |
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| Philip Morris International (PM) | 0.3 | $1.3M | 8.1k | 162.19 |
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| Enterprise Products Partners (EPD) | 0.3 | $1.3M | 42k | 31.27 |
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| Purecycle Technologies (PCT) | 0.3 | $1.3M | +13% | 98k | 13.15 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.3M | +3% | 7.0k | 182.43 |
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| Capital One Financial (COF) | 0.3 | $1.3M | 5.9k | 212.58 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.2M | 6.5k | 186.49 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.2M | 2.5k | 485.10 |
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| Clorox Company (CLX) | 0.3 | $1.2M | +16% | 9.7k | 123.30 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $1.2M | 14k | 87.03 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $1.2M | 68k | 17.16 |
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| TJX Companies (TJX) | 0.3 | $1.2M | -2% | 8.0k | 144.55 |
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| American Express Company (AXP) | 0.3 | $1.1M | -2% | 3.4k | 332.13 |
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| Caterpillar (CAT) | 0.3 | $1.1M | 2.3k | 477.18 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.1M | +32% | 13k | 83.82 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.3 | $1.1M | -8% | 57k | 19.34 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.3 | $1.1M | +10% | 35k | 31.51 |
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| Merck & Co (MRK) | 0.3 | $1.1M | -12% | 13k | 83.93 |
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| Broadcom (AVGO) | 0.3 | $1.1M | +2% | 3.2k | 329.94 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.3 | $1.1M | 9.5k | 112.35 |
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| Ge Aerospace Com New (GE) | 0.3 | $1.1M | -67% | 3.5k | 300.80 |
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| Honeywell International (HON) | 0.3 | $1.1M | 5.0k | 210.50 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.1M | -12% | 7.4k | 142.11 |
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| First Tr Exchange-traded Aaa Cmbs Etf (CAAA) | 0.2 | $1.0M | +14% | 50k | 20.51 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $1.0M | 9.8k | 103.07 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $1.0M | +6% | 12k | 87.21 |
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| Bristol Myers Squibb (BMY) | 0.2 | $992k | -5% | 22k | 45.10 |
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| Bank of America Corporation (BAC) | 0.2 | $986k | 19k | 51.59 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $964k | 11k | 89.34 |
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| Ge Vernova (GEV) | 0.2 | $954k | -43% | 1.6k | 614.90 |
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| Abbott Laboratories (ABT) | 0.2 | $949k | -5% | 7.1k | 133.94 |
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| Ab Active Etfs High Yield Etf (HYFI) | 0.2 | $946k | +7% | 25k | 37.95 |
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| Trane Technologies SHS (TT) | 0.2 | $933k | 2.2k | 421.96 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $902k | 17k | 52.30 |
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| Constellation Brands Cl A (STZ) | 0.2 | $863k | 6.4k | 134.67 |
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| Consolidated Edison (ED) | 0.2 | $842k | 8.4k | 100.52 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $841k | -8% | 11k | 78.09 |
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| Cisco Systems (CSCO) | 0.2 | $824k | -24% | 12k | 68.42 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $779k | +3% | 3.2k | 241.99 |
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| Zoetis Cl A (ZTS) | 0.2 | $746k | -10% | 5.1k | 146.32 |
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| Constellation Energy (CEG) | 0.2 | $744k | -3% | 2.3k | 329.03 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.2 | $736k | +19% | 70k | 10.59 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $731k | 2.6k | 281.85 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $727k | -8% | 5.2k | 139.16 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $726k | +6% | 3.8k | 189.70 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $692k | +10% | 13k | 54.18 |
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| Walt Disney Company (DIS) | 0.2 | $683k | -4% | 6.0k | 114.51 |
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| Booking Holdings (BKNG) | 0.2 | $670k | -6% | 124.00 | 5399.27 |
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| Eaton Corp SHS (ETN) | 0.2 | $656k | 1.8k | 374.25 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $654k | -4% | 6.8k | 95.47 |
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| Sixth Street Specialty Lending (TSLX) | 0.2 | $639k | 28k | 22.86 |
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| Oneok (OKE) | 0.2 | $629k | 8.6k | 72.97 |
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| salesforce (CRM) | 0.2 | $628k | -62% | 2.6k | 237.04 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $621k | 1.9k | 320.04 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $615k | 1.9k | 328.10 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $609k | 6.5k | 93.75 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $609k | -42% | 19k | 31.62 |
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| At&t (T) | 0.1 | $601k | -3% | 21k | 28.24 |
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| Pfizer (PFE) | 0.1 | $599k | -3% | 24k | 25.48 |
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| Amphenol Corp Cl A (APH) | 0.1 | $597k | 4.8k | 123.75 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $597k | 11k | 57.10 |
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| Yum! Brands (YUM) | 0.1 | $591k | 3.9k | 151.98 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $578k | 3.1k | 183.73 |
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| American Electric Power Company (AEP) | 0.1 | $578k | 5.1k | 112.50 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $568k | +27% | 2.2k | 254.24 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $567k | 3.8k | 148.61 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $560k | 15k | 38.02 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $560k | 1.4k | 402.38 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $553k | 7.4k | 74.51 |
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| Altria (MO) | 0.1 | $542k | 8.2k | 66.06 |
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| America's Car-Mart (CRMT) | 0.1 | $540k | +311% | 19k | 29.21 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $535k | NEW | 12k | 45.78 |
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| Coca-Cola Company (KO) | 0.1 | $532k | 8.0k | 66.32 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $531k | 1.1k | 468.21 |
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| Blackrock (BLK) | 0.1 | $521k | 447.00 | 1164.58 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $501k | 841.00 | 596.03 |
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| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.1 | $499k | -54% | 66k | 7.55 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $488k | -2% | 6.2k | 78.37 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $483k | 1.2k | 391.63 |
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| Automatic Data Processing (ADP) | 0.1 | $472k | 1.6k | 293.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $469k | 7.2k | 65.26 |
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| PNC Financial Services (PNC) | 0.1 | $466k | -9% | 2.3k | 200.93 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $462k | 1.9k | 246.60 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $455k | 2.2k | 203.56 |
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| CSX Corporation (CSX) | 0.1 | $445k | -12% | 13k | 35.51 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $418k | 2.8k | 150.84 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $409k | -2% | 7.4k | 55.49 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $408k | +56% | 12k | 34.16 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $403k | -3% | 4.4k | 91.42 |
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| Applied Materials (AMAT) | 0.1 | $400k | 2.0k | 204.78 |
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| O'reilly Automotive (ORLY) | 0.1 | $393k | 3.6k | 107.80 |
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| Innodata Com New (INOD) | 0.1 | $391k | NEW | 5.1k | 77.07 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $390k | 7.8k | 49.79 |
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| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.1 | $388k | -5% | 15k | 26.50 |
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| Entergy Corporation (ETR) | 0.1 | $385k | 4.1k | 93.18 |
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| Wabtec Corporation (WAB) | 0.1 | $384k | 1.9k | 200.47 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $380k | 8.6k | 44.19 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 0.1 | $377k | 15k | 24.93 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $374k | 21k | 18.24 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $368k | -14% | 2.9k | 128.23 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 0.1 | $364k | 19k | 19.14 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $363k | 812.00 | 447.05 |
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| Exelon Corporation (EXC) | 0.1 | $362k | -4% | 8.0k | 45.01 |
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| ON Semiconductor (ON) | 0.1 | $357k | 7.2k | 49.31 |
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| Norfolk Southern (NSC) | 0.1 | $353k | 1.2k | 300.51 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $352k | 1.3k | 279.33 |
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| Nortonlifelock (GEN) | 0.1 | $351k | 12k | 28.39 |
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| Ares Capital Corporation (ARCC) | 0.1 | $349k | 17k | 20.41 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $348k | 5.4k | 64.73 |
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| Southern Company (SO) | 0.1 | $331k | -4% | 3.5k | 94.77 |
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| United Parcel Service CL B (UPS) | 0.1 | $323k | +48% | 3.9k | 83.53 |
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| Akamai Technologies (AKAM) | 0.1 | $322k | 4.3k | 75.76 |
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| Digital Realty Trust (DLR) | 0.1 | $322k | NEW | 1.9k | 172.84 |
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| Target Corporation (TGT) | 0.1 | $321k | 3.6k | 89.70 |
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| Old Republic International Corporation (ORI) | 0.1 | $319k | 7.5k | 42.47 |
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| Simon Property (SPG) | 0.1 | $309k | 1.6k | 187.67 |
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| Driven Brands Hldgs (DRVN) | 0.1 | $307k | 19k | 16.11 |
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| Cummins (CMI) | 0.1 | $306k | 725.00 | 422.15 |
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| Black Hills Corporation (BKH) | 0.1 | $305k | 4.9k | 61.59 |
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| CVS Caremark Corporation (CVS) | 0.1 | $303k | -5% | 4.0k | 75.38 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $303k | 19k | 16.01 |
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| American Tower Reit (AMT) | 0.1 | $301k | -32% | 1.6k | 192.33 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $301k | -69% | 3.8k | 78.33 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $301k | +23% | 3.0k | 99.79 |
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| Stryker Corporation (SYK) | 0.1 | $301k | 814.00 | 369.75 |
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| First Tr Exch Traded Fd Iii New York Muni (FMNY) | 0.1 | $298k | 11k | 26.49 |
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| Gilead Sciences (GILD) | 0.1 | $292k | -52% | 2.6k | 111.00 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $292k | -6% | 4.7k | 62.47 |
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| Truist Financial Corp equities (TFC) | 0.1 | $289k | 6.3k | 45.72 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $283k | 2.9k | 98.59 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $280k | -60% | 6.4k | 43.78 |
|
| Intel Corporation (INTC) | 0.1 | $279k | -40% | 8.3k | 33.55 |
|
| Unilever Spon Adr New (UL) | 0.1 | $277k | -6% | 4.7k | 59.28 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $268k | 1.4k | 192.74 |
|
|
| Kinder Morgan (KMI) | 0.1 | $265k | -42% | 9.4k | 28.31 |
|
| Enbridge (ENB) | 0.1 | $265k | 5.3k | 50.47 |
|
|
| Fingermotion (FNGR) | 0.1 | $265k | 168k | 1.58 |
|
|
| Iqvia Holdings (IQV) | 0.1 | $251k | 1.3k | 189.94 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $246k | 2.0k | 120.70 |
|
|
| Tempur-Pedic International (SGI) | 0.1 | $246k | NEW | 2.9k | 84.33 |
|
| Dillards Cl A (DDS) | 0.1 | $246k | NEW | 400.00 | 614.48 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $246k | 2.5k | 97.08 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $243k | 1.0k | 239.38 |
|
|
| Cheniere Energy Com New (LNG) | 0.1 | $240k | 1.0k | 234.94 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $238k | -7% | 2.5k | 95.14 |
|
| Ameriprise Financial (AMP) | 0.1 | $237k | 482.00 | 491.25 |
|
|
| Blaize Hldgs (BZAI) | 0.1 | $236k | NEW | 68k | 3.45 |
|
| Cadence Design Systems (CDNS) | 0.1 | $234k | 667.00 | 351.26 |
|
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $232k | -49% | 2.5k | 91.75 |
|
| United Sts Commodity Index F Cm Rep Copp Fd (CPER) | 0.1 | $232k | NEW | 7.7k | 30.00 |
|
| Kkr & Co (KKR) | 0.1 | $231k | 1.8k | 129.95 |
|
|
| 3M Company (MMM) | 0.1 | $231k | -36% | 1.5k | 155.18 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $225k | NEW | 1.3k | 178.78 |
|
| Danaher Corporation (DHR) | 0.1 | $224k | -4% | 1.1k | 198.26 |
|
| BlackRock MuniHoldings New York Insured (MHN) | 0.1 | $223k | +83% | 22k | 10.22 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $217k | 443.00 | 490.38 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $215k | -19% | 9.2k | 23.28 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $214k | -11% | 1.8k | 118.80 |
|
| G-III Apparel (GIII) | 0.1 | $213k | NEW | 8.0k | 26.61 |
|
| Marvell Technology (MRVL) | 0.1 | $212k | NEW | 2.5k | 84.08 |
|
| Webster Financial Corporation (WBS) | 0.1 | $211k | -9% | 3.5k | 59.44 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $209k | 432.00 | 483.50 |
|
|
| Illumina (ILMN) | 0.0 | $204k | 2.1k | 94.97 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $200k | NEW | 432.00 | 463.74 |
|
| Dell Technologies CL C (DELL) | 0.0 | $200k | NEW | 1.4k | 141.77 |
|
| Ingersoll Rand (IR) | 0.0 | $200k | 2.4k | 82.62 |
|
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $175k | -6% | 14k | 12.37 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $154k | -4% | 34k | 4.54 |
|
| Microalgo Shs Cl A (MLGO) | 0.0 | $135k | NEW | 15k | 9.15 |
|
| Nextdecade Corp (NEXT) | 0.0 | $116k | NEW | 17k | 6.79 |
|
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $115k | 14k | 8.18 |
|
|
| Terawulf (WULF) | 0.0 | $114k | -58% | 10k | 11.42 |
|
| Enovix Corp (ENVX) | 0.0 | $100k | -9% | 10k | 9.97 |
|
| Tilray (TLRY) | 0.0 | $87k | 50k | 1.73 |
|
|
| Babcock & Wilcox Enterpr (BW) | 0.0 | $54k | NEW | 19k | 2.90 |
|
| Wimi Hologram Cloud Ord Shs Cl B New (WIMI) | 0.0 | $46k | 10k | 4.56 |
|
|
| Energy Vault Holdings (NRGV) | 0.0 | $40k | NEW | 14k | 2.97 |
|
| Purple Innovatio (PRPL) | 0.0 | $33k | 35k | 0.93 |
|
|
| Rekor Systems (REKR) | 0.0 | $20k | -28% | 13k | 1.57 |
|
| Compugen Ord (CGEN) | 0.0 | $15k | NEW | 10k | 1.47 |
|
| Geron Corporation (GERN) | 0.0 | $14k | 10k | 1.37 |
|
|
| Aspire Biopharma Hldgs (ASBP) | 0.0 | $7.7k | 38k | 0.21 |
|
Past Filings by Platform Technology Partners
SEC 13F filings are viewable for Platform Technology Partners going back to 2020
- Platform Technology Partners 2025 Q3 filed Oct. 29, 2025
- Platform Technology Partners 2025 Q2 filed Aug. 11, 2025
- Platform Technology Partners 2025 Q1 filed May 1, 2025
- Platform Technology Partners 2024 Q4 filed Jan. 28, 2025
- Platform Technology Partners 2024 Q3 filed Nov. 4, 2024
- Platform Technology Partners 2024 Q2 filed July 30, 2024
- Platform Technology Partners 2023 Q4 filed Feb. 13, 2024
- Platform Technology Partners 2023 Q3 filed Nov. 8, 2023
- Platform Technology Partners 2023 Q2 filed July 12, 2023
- Platform Technology Partners 2023 Q1 filed April 4, 2023
- Platform Technology Partners 2022 Q4 filed Jan. 11, 2023
- Platform Technology Partners 2022 Q3 filed Oct. 24, 2022
- Platform Technology Partners 2022 Q2 filed Aug. 4, 2022
- Platform Technology Partners 2022 Q1 filed May 3, 2022
- Platform Technology Partners 2021 Q4 filed Feb. 1, 2022
- Platform Technology Partners 2021 Q3 filed Nov. 4, 2021