Platform Technology Partners
Latest statistics and disclosures from Platform Technology Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, AMZN, EVSD, and represent 22.72% of Platform Technology Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$8.7M), HEDG (+$8.1M), FTRB, EVSD, PFF, MSFT, DLR, META, AAPL, NFLX.
- Started 19 new stock positions in CRWV, GNRC, FTNY, AMD, BXSL, XLF, UL, MVST, HEDG, AIPO. EXAS, C, SMH, ITA, ILF, IBB, PRU, REGN, ADBE.
- Reduced shares in these 10 stocks: FMHI, APO, GE, , LLY, CEG, Unilever, SHY, , .
- Sold out of its positions in BABA, BW, LNG, DELL, NRGV, FPE, IR, USMV, JFR, PRPL. REKR, BIL, Tilray, Unilever, RACE.
- Platform Technology Partners was a net buyer of stock by $47M.
- Platform Technology Partners has $470M in assets under management (AUM), dropping by 12.54%.
- Central Index Key (CIK): 0001830817
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Portfolio Holdings for Platform Technology Partners
Platform Technology Partners holds 260 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.3 | $39M | +3% | 143k | 271.86 |
|
| NVIDIA Corporation (NVDA) | 4.7 | $22M | +65% | 117k | 186.50 |
|
| Microsoft Corporation (MSFT) | 4.0 | $19M | +8% | 39k | 483.62 |
|
| Amazon (AMZN) | 3.1 | $14M | +7% | 62k | 230.82 |
|
| Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) | 2.7 | $13M | +27% | 249k | 51.44 |
|
| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 2.5 | $12M | +42% | 456k | 25.39 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $9.6M | +8% | 351k | 27.43 |
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $9.4M | 29k | 322.22 |
|
|
| Apollo Global Mgmt (APO) | 1.9 | $9.0M | -10% | 62k | 144.76 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $8.4M | 12k | 684.93 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $8.4M | +2% | 27k | 313.00 |
|
| Series Portfolios Tr Equable Shares H (HEDG) | 1.7 | $8.1M | NEW | 276k | 29.33 |
|
| Meta Platforms Cl A (META) | 1.7 | $7.9M | +18% | 12k | 660.10 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $7.8M | +2% | 16k | 502.64 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $7.4M | 24k | 313.80 |
|
|
| Tesla Motors (TSLA) | 1.5 | $7.1M | 16k | 449.72 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $6.7M | +10% | 11k | 627.15 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.4 | $6.5M | +13% | 94k | 69.67 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $5.9M | +12% | 12k | 487.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $5.6M | +3% | 8.3k | 681.90 |
|
| Goldman Sachs (GS) | 1.0 | $4.9M | 5.6k | 879.02 |
|
|
| Johnson & Johnson (JNJ) | 1.0 | $4.8M | +2% | 23k | 206.95 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $4.7M | 26k | 183.40 |
|
|
| Visa Com Cl A (V) | 1.0 | $4.5M | +3% | 13k | 350.70 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $4.1M | +13% | 10k | 396.32 |
|
| Chevron Corporation (CVX) | 0.9 | $4.0M | 26k | 152.41 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $3.8M | +4% | 25k | 154.14 |
|
| Lam Research Corp Com New (LRCX) | 0.8 | $3.6M | 21k | 171.18 |
|
|
| Boeing Company (BA) | 0.8 | $3.6M | +3% | 16k | 217.12 |
|
| Nextera Energy (NEE) | 0.7 | $3.3M | 41k | 80.28 |
|
|
| Home Depot (HD) | 0.7 | $3.2M | 9.4k | 344.09 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $3.1M | 22k | 143.52 |
|
|
| Chubb (CB) | 0.7 | $3.1M | 9.9k | 312.11 |
|
|
| Prologis (PLD) | 0.7 | $3.1M | +27% | 24k | 127.66 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $3.1M | -2% | 3.5k | 862.37 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $3.0M | +400% | 97k | 30.96 |
|
| Pepsi (PEP) | 0.6 | $2.8M | +2% | 20k | 143.52 |
|
| McDonald's Corporation (MCD) | 0.6 | $2.8M | +4% | 9.1k | 305.62 |
|
| Williams Companies (WMB) | 0.6 | $2.7M | +3% | 45k | 60.11 |
|
| Wal-Mart Stores (WMT) | 0.6 | $2.7M | 24k | 111.41 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $2.7M | -11% | 2.5k | 1074.69 |
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.6 | $2.6M | +18% | 106k | 24.82 |
|
| Procter & Gamble Company (PG) | 0.5 | $2.6M | 18k | 143.31 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.6M | 4.2k | 614.34 |
|
|
| Amgen (AMGN) | 0.5 | $2.5M | +5% | 7.8k | 327.30 |
|
| Duke Energy Corp Com New (DUK) | 0.5 | $2.4M | +5% | 21k | 117.21 |
|
| Medtronic SHS (MDT) | 0.5 | $2.4M | +5% | 25k | 96.06 |
|
| Abbvie (ABBV) | 0.5 | $2.3M | 10k | 228.49 |
|
|
| Union Pacific Corporation (UNP) | 0.5 | $2.3M | 9.8k | 231.32 |
|
|
| S&p Global (SPGI) | 0.5 | $2.2M | +5% | 4.2k | 522.56 |
|
| Tri-Continental Corporation (TY) | 0.5 | $2.2M | +6% | 67k | 32.66 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.5 | $2.2M | +23% | 29k | 75.05 |
|
| Starbucks Corporation (SBUX) | 0.4 | $2.1M | +7% | 25k | 84.21 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $2.1M | +5% | 4.3k | 483.63 |
|
| First Tr Exchange-traded Limited Duration (FSIG) | 0.4 | $2.1M | +12% | 108k | 19.19 |
|
| International Business Machines (IBM) | 0.4 | $2.0M | 6.9k | 296.22 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.0M | +14% | 32k | 62.47 |
|
| Oracle Corporation (ORCL) | 0.4 | $2.0M | 10k | 194.90 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.4 | $1.9M | +22% | 28k | 69.47 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.9M | 16k | 120.34 |
|
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 0.4 | $1.9M | 26k | 71.37 |
|
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.4 | $1.9M | +2% | 74k | 25.21 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.4 | $1.8M | +19% | 38k | 48.66 |
|
| Nike CL B (NKE) | 0.4 | $1.8M | 28k | 63.71 |
|
|
| UnitedHealth (UNH) | 0.4 | $1.8M | +3% | 5.3k | 330.14 |
|
| Purecycle Technologies (PCT) | 0.4 | $1.8M | +109% | 204k | 8.59 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.7M | 3.0k | 570.90 |
|
|
| Air Products & Chemicals (APD) | 0.4 | $1.7M | -5% | 6.8k | 247.02 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.4 | $1.7M | +134% | 163k | 10.19 |
|
| ConocoPhillips (COP) | 0.3 | $1.6M | +3% | 18k | 93.61 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $1.6M | 20k | 79.02 |
|
|
| Digital Realty Trust (DLR) | 0.3 | $1.6M | +447% | 10k | 154.71 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $1.6M | -10% | 32k | 49.65 |
|
| Verizon Communications (VZ) | 0.3 | $1.5M | +3% | 38k | 40.73 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.5M | +105% | 7.8k | 191.57 |
|
| Dominion Resources (D) | 0.3 | $1.5M | +8% | 25k | 58.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.5M | +9% | 5.1k | 290.24 |
|
| Capital One Financial (COF) | 0.3 | $1.5M | 6.0k | 242.36 |
|
|
| Enterprise Products Partners (EPD) | 0.3 | $1.3M | 42k | 32.06 |
|
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $1.3M | 40k | 33.45 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $1.3M | -16% | 16k | 82.82 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.3M | +5% | 7.4k | 177.76 |
|
| Merck & Co (MRK) | 0.3 | $1.3M | -2% | 13k | 105.26 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $1.3M | -9% | 2.2k | 579.56 |
|
| Caterpillar (CAT) | 0.3 | $1.3M | -2% | 2.2k | 572.95 |
|
| Philip Morris International (PM) | 0.3 | $1.3M | -2% | 7.9k | 160.39 |
|
| American Express Company (AXP) | 0.3 | $1.3M | 3.4k | 369.94 |
|
|
| TJX Companies (TJX) | 0.3 | $1.3M | +2% | 8.2k | 153.60 |
|
| Netflix (NFLX) | 0.3 | $1.3M | +950% | 13k | 93.76 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.3 | $1.3M | +14% | 65k | 19.39 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.2M | 6.5k | 191.00 |
|
|
| First Tr Exchange-traded Aaa Cmbs Etf (CAAA) | 0.3 | $1.2M | +18% | 60k | 20.50 |
|
| Broadcom (AVGO) | 0.3 | $1.2M | +8% | 3.5k | 346.13 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $1.2M | 14k | 88.08 |
|
|
| Ab Active Etfs High Yield Etf (HYFI) | 0.2 | $1.1M | +21% | 30k | 37.58 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.1M | 69k | 16.49 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.2 | $1.1M | +131% | 153k | 7.16 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.1M | -8% | 20k | 53.94 |
|
| Wells Fargo & Company (WFC) | 0.2 | $1.1M | -11% | 12k | 93.20 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.2 | $1.1M | +38% | 48k | 22.43 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.0M | 7.4k | 141.13 |
|
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.2 | $1.0M | 9.5k | 108.64 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $1.0M | 9.8k | 104.08 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $1.0M | +107% | 22k | 44.71 |
|
| Ge Vernova (GEV) | 0.2 | $999k | 1.5k | 653.57 |
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|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $999k | +102% | 23k | 42.69 |
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| Clorox Company (CLX) | 0.2 | $979k | 9.7k | 100.82 |
|
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| Honeywell International (HON) | 0.2 | $966k | 5.0k | 195.07 |
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| Bank of America Corporation (BAC) | 0.2 | $964k | -8% | 18k | 55.00 |
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| Cisco Systems (CSCO) | 0.2 | $952k | +2% | 12k | 77.03 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.2 | $914k | -56% | 19k | 47.93 |
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| Constellation Brands Cl A (STZ) | 0.2 | $902k | +2% | 6.5k | 137.96 |
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| Abbott Laboratories (ABT) | 0.2 | $890k | 7.1k | 125.29 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $890k | 17k | 51.60 |
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| Trane Technologies SHS (TT) | 0.2 | $861k | 2.2k | 389.20 |
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| Consolidated Edison (ED) | 0.2 | $843k | 8.5k | 99.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $811k | +2% | 3.3k | 246.19 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $809k | +17% | 15k | 53.76 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $792k | -2% | 5.1k | 154.80 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $780k | +30% | 14k | 57.24 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $767k | -8% | 9.8k | 77.88 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $757k | +102% | 5.3k | 143.96 |
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| Sixth Street Specialty Lending (TSLX) | 0.2 | $748k | +23% | 34k | 21.72 |
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| Walt Disney Company (DIS) | 0.2 | $726k | +6% | 6.4k | 113.78 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $719k | +14% | 2.1k | 335.26 |
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| Booking Holdings (BKNG) | 0.2 | $718k | +8% | 134.00 | 5355.33 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $708k | +31% | 1.5k | 473.22 |
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| Tidal Trust Ii Defiance Ai & Pw (AIPO) | 0.1 | $698k | NEW | 32k | 22.12 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $697k | 7.0k | 99.91 |
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| Ge Aerospace Com New (GE) | 0.1 | $686k | -37% | 2.2k | 308.03 |
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| Amphenol Corp Cl A (APH) | 0.1 | $661k | 4.9k | 135.14 |
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| Oneok (OKE) | 0.1 | $638k | 8.7k | 73.50 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $627k | 1.9k | 323.01 |
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| salesforce (CRM) | 0.1 | $621k | -11% | 2.3k | 264.88 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $606k | +7% | 13k | 48.18 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $606k | 3.8k | 160.97 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $603k | 6.5k | 92.80 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $601k | +6% | 16k | 38.32 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $596k | +23% | 7.7k | 77.68 |
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| American Electric Power Company (AEP) | 0.1 | $596k | 5.2k | 115.30 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $591k | +5% | 1.3k | 453.35 |
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| Yum! Brands (YUM) | 0.1 | $590k | 3.9k | 151.27 |
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| Pfizer (PFE) | 0.1 | $588k | 24k | 24.90 |
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| Zoetis Cl A (ZTS) | 0.1 | $583k | -9% | 4.6k | 125.82 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $580k | 2.2k | 257.90 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $574k | 1.4k | 412.74 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $568k | NEW | 22k | 26.33 |
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| Coca-Cola Company (KO) | 0.1 | $564k | 8.1k | 69.91 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $557k | +10% | 2.1k | 268.31 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $556k | 3.2k | 173.49 |
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| At&t (T) | 0.1 | $553k | +4% | 22k | 24.84 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $549k | NEW | 7.7k | 71.61 |
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| Eaton Corp SHS (ETN) | 0.1 | $545k | -2% | 1.7k | 318.51 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $545k | 7.4k | 73.73 |
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| Applied Materials (AMAT) | 0.1 | $516k | +2% | 2.0k | 256.93 |
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| America's Car-Mart (CRMT) | 0.1 | $515k | +10% | 20k | 25.26 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $507k | 841.00 | 603.28 |
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| Constellation Energy (CEG) | 0.1 | $496k | -37% | 1.4k | 353.18 |
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| Altria (MO) | 0.1 | $489k | +3% | 8.5k | 57.66 |
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| PNC Financial Services (PNC) | 0.1 | $485k | 2.3k | 208.73 |
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| Blackrock (BLK) | 0.1 | $478k | 447.00 | 1069.16 |
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| Innodata Com New (INOD) | 0.1 | $474k | +83% | 9.3k | 50.95 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $471k | 7.1k | 66.00 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $470k | 2.2k | 210.37 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $469k | +4% | 2.9k | 161.99 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $463k | 818.00 | 566.13 |
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| United Parcel Service CL B (UPS) | 0.1 | $459k | +19% | 4.6k | 99.20 |
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| CSX Corporation (CSX) | 0.1 | $438k | -3% | 12k | 36.25 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $433k | 12k | 36.54 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $411k | +3% | 3.0k | 137.86 |
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| Wabtec Corporation (WAB) | 0.1 | $409k | 1.9k | 213.45 |
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| Automatic Data Processing (ADP) | 0.1 | $407k | 1.6k | 257.16 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $400k | +6% | 7.9k | 50.88 |
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| ON Semiconductor (ON) | 0.1 | $399k | 7.4k | 54.15 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $391k | +69% | 5.1k | 76.23 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $391k | 8.6k | 45.45 |
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| Kkr & Co (KKR) | 0.1 | $388k | +71% | 3.0k | 127.48 |
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| Cummins (CMI) | 0.1 | $387k | +4% | 757.00 | 510.73 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $381k | 15k | 24.94 |
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| Entergy Corporation (ETR) | 0.1 | $381k | 4.1k | 92.42 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $376k | 1.2k | 304.00 |
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| Akamai Technologies (AKAM) | 0.1 | $367k | 4.2k | 87.25 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 0.1 | $362k | 19k | 19.07 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $361k | -7% | 7.2k | 49.99 |
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| Generac Holdings (GNRC) | 0.1 | $359k | NEW | 2.6k | 136.39 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $358k | -8% | 4.0k | 88.49 |
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| Exelon Corporation (EXC) | 0.1 | $355k | 8.1k | 43.59 |
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| Target Corporation (TGT) | 0.1 | $352k | 3.6k | 97.74 |
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| Old Republic International Corporation (ORI) | 0.1 | $346k | 7.6k | 45.64 |
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| Nortonlifelock (GEN) | 0.1 | $344k | +2% | 13k | 27.19 |
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| Black Hills Corporation (BKH) | 0.1 | $343k | 4.9k | 69.42 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $340k | +10% | 4.2k | 80.22 |
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| Norfolk Southern (NSC) | 0.1 | $339k | 1.2k | 288.83 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $336k | 5.3k | 63.04 |
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| Gilead Sciences (GILD) | 0.1 | $330k | +2% | 2.7k | 122.74 |
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| CVS Caremark Corporation (CVS) | 0.1 | $329k | +2% | 4.1k | 79.36 |
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| O'reilly Automotive (ORLY) | 0.1 | $321k | -3% | 3.5k | 91.20 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $315k | NEW | 1.5k | 214.76 |
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| Truist Financial Corp equities (TFC) | 0.1 | $311k | 6.3k | 49.21 |
|
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| Simon Property (SPG) | 0.1 | $307k | 1.7k | 185.11 |
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| Advanced Micro Devices (AMD) | 0.1 | $303k | NEW | 1.4k | 214.12 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $302k | -4% | 18k | 16.74 |
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| First Tr Exch Traded Fd Iii New York Muni (FMNY) | 0.1 | $300k | 11k | 26.70 |
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| Illumina (ILMN) | 0.1 | $289k | +2% | 2.2k | 131.16 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $284k | 6.4k | 44.37 |
|
|
| Driven Brands Hldgs (DRVN) | 0.1 | $282k | 19k | 14.82 |
|
|
| Southern Company (SO) | 0.1 | $280k | -8% | 3.2k | 87.20 |
|
| Unilever Spon Adr New (UL) | 0.1 | $280k | NEW | 4.3k | 65.40 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $277k | 2.9k | 96.85 |
|
|
| Stryker Corporation (SYK) | 0.1 | $270k | -5% | 769.00 | 351.59 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $269k | NEW | 747.00 | 360.26 |
|
| Danaher Corporation (DHR) | 0.1 | $262k | 1.1k | 228.92 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $259k | NEW | 335.00 | 772.27 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $252k | NEW | 1.5k | 168.82 |
|
| Enbridge (ENB) | 0.1 | $252k | 5.3k | 47.92 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $251k | 2.0k | 123.24 |
|
|
| Kinder Morgan (KMI) | 0.1 | $250k | -2% | 9.1k | 27.49 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $249k | 4.6k | 53.83 |
|
|
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.1 | $249k | -41% | 8.6k | 29.10 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $244k | -29% | 12k | 20.23 |
|
| Dillards Cl A (DDS) | 0.1 | $243k | 400.00 | 606.34 |
|
|
| 3M Company (MMM) | 0.1 | $241k | 1.5k | 160.10 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $239k | 488.00 | 490.34 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $238k | 2.5k | 93.89 |
|
|
| Iqvia Holdings (IQV) | 0.1 | $236k | -20% | 1.0k | 225.41 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $234k | +12% | 500.00 | 468.76 |
|
| Tempur-Pedic International (SGI) | 0.0 | $234k | -10% | 2.6k | 89.28 |
|
| G-III Apparel (GIII) | 0.0 | $232k | 8.0k | 28.96 |
|
|
| American Tower Reit (AMT) | 0.0 | $231k | -15% | 1.3k | 175.58 |
|
| Citigroup Com New (C) | 0.0 | $230k | NEW | 2.0k | 116.68 |
|
| United Sts Commodity Index F Cm Rep Copp Fd (CPER) | 0.0 | $227k | -15% | 6.5k | 34.96 |
|
| BlackRock MuniHoldings New York Insured (MHN) | 0.0 | $226k | 22k | 10.23 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $226k | 1.4k | 162.63 |
|
|
| Webster Financial Corporation (WBS) | 0.0 | $223k | 3.5k | 62.94 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $222k | 9.2k | 24.04 |
|
|
| Prudential Financial (PRU) | 0.0 | $219k | NEW | 1.9k | 112.90 |
|
| Marvell Technology (MRVL) | 0.0 | $218k | +2% | 2.6k | 85.00 |
|
| Metropcs Communications (TMUS) | 0.0 | $218k | +5% | 1.1k | 203.04 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $217k | NEW | 2.1k | 101.56 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $217k | NEW | 620.00 | 350.15 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $215k | NEW | 3.9k | 54.77 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $214k | NEW | 7.0k | 30.45 |
|
| Intel Corporation (INTC) | 0.0 | $210k | -31% | 5.7k | 36.90 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $209k | -3% | 1.7k | 120.15 |
|
| Cadence Design Systems (CDNS) | 0.0 | $209k | 667.00 | 312.58 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $208k | 432.00 | 480.57 |
|
|
| Fingermotion (FNGR) | 0.0 | $206k | 168k | 1.23 |
|
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $178k | 14k | 12.38 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $178k | 34k | 5.30 |
|
|
| Terawulf (WULF) | 0.0 | $120k | +4% | 10k | 11.49 |
|
| Blaize Hldgs (BZAI) | 0.0 | $116k | -13% | 59k | 1.95 |
|
| Putnam Etf Trust Franklin Ny Muni (FTNY) | 0.0 | $92k | NEW | 12k | 7.84 |
|
| Compugen Ord (CGEN) | 0.0 | $77k | +400% | 50k | 1.53 |
|
| Enovix Corp (ENVX) | 0.0 | $73k | 10k | 7.31 |
|
|
| Microalgo Shs Cl A (MLGO) | 0.0 | $65k | 15k | 4.42 |
|
|
| Nextdecade Corp (NEXT) | 0.0 | $55k | -38% | 11k | 5.27 |
|
| Microvast Holdings (MVST) | 0.0 | $42k | NEW | 15k | 2.80 |
|
| Wimi Hologram Cloud Ord Shs Cl B New (WIMI) | 0.0 | $24k | 10k | 2.37 |
|
|
| Geron Corporation (GERN) | 0.0 | $13k | 10k | 1.32 |
|
|
| Aspire Biopharma Hldgs (ASBP) | 0.0 | $5.0k | 38k | 0.13 |
|
Past Filings by Platform Technology Partners
SEC 13F filings are viewable for Platform Technology Partners going back to 2020
- Platform Technology Partners 2025 Q4 filed Feb. 13, 2026
- 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