Platform Technology Partners

Latest statistics and disclosures from Platform Technology Partners's latest quarterly 13F-HR filing:

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Positions held by Platform Technology Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Platform Technology Partners

Platform Technology Partners holds 201 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.4 $17M 126k 136.72
Microsoft Corporation (MSFT) 5.4 $9.9M +6% 38k 256.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $5.3M 74k 71.63
Amazon (AMZN) 2.7 $5.0M +2271% 47k 106.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $3.7M +4% 9.8k 377.23
Pfizer (PFE) 1.8 $3.3M 63k 52.43
Vanguard Bd Index Fds Intermed Term (BIV) 1.8 $3.3M NEW 43k 77.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $3.2M 12k 273.05
Apollo Global Mgmt (APO) 1.7 $3.2M -2% 66k 48.48
Johnson & Johnson (JNJ) 1.6 $2.9M 16k 177.48
JPMorgan Chase & Co. (JPM) 1.5 $2.8M +2% 25k 112.61
Ishares Tr Core S&p500 Etf (IVV) 1.4 $2.6M -5% 6.7k 379.16
Alphabet Cap Stk Cl C (GOOG) 1.4 $2.5M +3% 1.1k 2187.23
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.3 $2.4M NEW 136k 17.72

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Pepsi (PEP) 1.2 $2.2M +5% 13k 166.69
Visa Com Cl A (V) 1.2 $2.2M +4% 11k 196.93
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $2.1M 21k 101.70
Meta Platforms Cl A (META) 1.2 $2.1M 13k 161.22
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 1.1 $2.1M +38% 44k 47.50
Union Pacific Corporation (UNP) 1.1 $2.1M 9.7k 213.26
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.0M +10% 907.00 2179.71
Bristol Myers Squibb (BMY) 1.1 $2.0M 26k 76.99
Vanguard World Mega Grwth Ind (MGK) 1.1 $1.9M +2% 11k 181.65
Driven Brands Hldgs (DRVN) 1.0 $1.9M 69k 27.54
Raytheon Technologies Corp (RTX) 1.0 $1.8M 19k 96.12
McDonald's Corporation (MCD) 1.0 $1.8M 7.4k 246.93
Procter & Gamble Company (PG) 1.0 $1.8M +3% 12k 143.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.7M +38% 5.0k 347.00
UnitedHealth (UNH) 0.9 $1.6M 3.2k 513.55
Chevron Corporation (CVX) 0.9 $1.6M 11k 144.76
Mastercard Incorporated Cl A (MA) 0.8 $1.5M +2% 4.8k 315.51
Blackstone Group Inc Com Cl A (BX) 0.8 $1.5M +8% 16k 91.26
Home Depot (HD) 0.8 $1.5M 5.5k 274.21
Verizon Communications (VZ) 0.8 $1.5M 29k 50.75
Costco Wholesale Corporation (COST) 0.8 $1.5M +10% 3.0k 479.30
Abbott Laboratories (ABT) 0.8 $1.4M -12% 13k 108.61
Abbvie (ABBV) 0.8 $1.4M -9% 9.4k 153.12
Chubb (CB) 0.8 $1.4M 7.2k 196.63
NVIDIA Corporation (NVDA) 0.7 $1.4M +56% 8.9k 151.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.3M +15% 4.7k 280.27
Nike CL B (NKE) 0.7 $1.2M -3% 12k 102.21
Goldman Sachs (GS) 0.7 $1.2M 4.1k 297.15
Walt Disney Company (DIS) 0.7 $1.2M +4% 13k 94.41
Williams Companies (WMB) 0.6 $1.2M 38k 31.21
Merck & Co (MRK) 0.6 $1.2M 13k 91.18
Honeywell International (HON) 0.6 $1.2M +6% 6.7k 173.82
Amgen (AMGN) 0.6 $1.2M +6% 4.8k 243.21
Wisdomtree Tr Us Smallcap Divd (DES) 0.6 $1.1M 40k 28.23
Automatic Data Processing (ADP) 0.6 $1.1M 5.1k 210.05
Medtronic SHS (MDT) 0.6 $1.1M +10% 12k 89.76
Exxon Mobil Corporation (XOM) 0.6 $1.0M +26% 12k 85.63
Ishares Tr Select Divid Etf (DVY) 0.6 $1.0M 8.8k 117.62
Vanguard Index Fds Value Etf (VTV) 0.6 $1.0M +3% 7.7k 131.94
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $1.0M 17k 59.07
Starbucks Corporation (SBUX) 0.5 $986k +7% 13k 76.39
Wal-Mart Stores (WMT) 0.5 $945k 7.8k 121.59
Tesla Motors (TSLA) 0.5 $930k -18% 1.4k 673.43
Colgate-Palmolive Company (CL) 0.5 $920k 12k 80.15
S&p Global (SPGI) 0.5 $905k +2% 2.7k 337.18
ConocoPhillips (COP) 0.5 $886k 9.9k 89.77
Zoetis Cl A (ZTS) 0.5 $834k 4.9k 171.92
Constellation Brands Cl A (STZ) 0.4 $787k 3.4k 232.98
Oracle Corporation (ORCL) 0.4 $783k 11k 69.89
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $768k +6% 9.0k 85.31
Charles Schwab Corporation (SCHW) 0.4 $766k -10% 12k 63.21
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.4 $761k 16k 46.43
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $749k +15% 75k 9.98
Consolidated Edison (ED) 0.4 $747k +2% 7.9k 95.14
Kimberly-Clark Corporation (KMB) 0.4 $730k +5% 5.4k 135.21
TJX Companies (TJX) 0.4 $729k -2% 13k 55.88
Spdr Gold Tr Gold Shs (GLD) 0.4 $722k +23% 4.3k 168.38
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $697k NEW 9.7k 72.23
Natixis Etf Tr Loomis Sayles (LSST) 0.4 $690k -14% 29k 23.84
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $672k 17k 38.95
Enterprise Products Partners (EPD) 0.4 $672k +3% 28k 24.37
Exelon Corporation (EXC) 0.4 $663k 15k 45.33
Canadian Pacific Railway (CP) 0.4 $645k 9.2k 69.80
Boeing Company (BA) 0.3 $637k +3% 4.7k 136.75
Select Sector Spdr Tr Energy (XLE) 0.3 $635k -8% 8.9k 71.53
Clorox Company (CLX) 0.3 $621k +6% 4.4k 140.88
3M Company (MMM) 0.3 $618k +2% 4.8k 129.40
Iqvia Holdings (IQV) 0.3 $608k -7% 2.8k 217.14
Target Corporation (TGT) 0.3 $607k -6% 4.3k 141.33
Bank of America Corporation (BAC) 0.3 $599k -11% 19k 31.13
Eli Lilly & Co. (LLY) 0.3 $592k 1.8k 324.21
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $591k 1.4k 413.29
Dominion Resources (D) 0.3 $590k +3% 7.4k 79.88
Cdw (CDW) 0.3 $585k -7% 3.7k 157.51
salesforce (CRM) 0.3 $551k +2% 3.3k 164.97
Amphenol Corp Cl A (APH) 0.3 $549k -2% 8.5k 64.32
American Express Company (AXP) 0.3 $545k 3.9k 138.54
Black Hills Corporation (BKH) 0.3 $544k 7.5k 72.82
Telesat Corp Cl A & Cl B Shs (TSAT) 0.3 $535k +5% 48k 11.16
Paypal Holdings (PYPL) 0.3 $524k +5% 7.5k 69.81
Accenture Plc Ireland Shs Class A (ACN) 0.3 $523k 1.9k 277.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $506k -5% 5.6k 91.14
Broadridge Financial Solutions (BR) 0.3 $505k 3.5k 142.66
Caterpillar (CAT) 0.3 $497k +4% 2.8k 178.91
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $488k 10k 48.35
CSX Corporation (CSX) 0.3 $480k -17% 17k 29.06
Lockheed Martin Corporation (LMT) 0.3 $476k +29% 1.1k 429.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $468k 2.5k 188.48
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $458k 1.6k 281.85
Yum! Brands (YUM) 0.2 $454k 4.0k 113.59
Stanley Black & Decker (SWK) 0.2 $452k +4% 4.3k 104.90
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $450k 26k 17.22
International Business Machines (IBM) 0.2 $448k 3.2k 141.10
ClearBridge Energy MLP Fund (EMO) 0.2 $437k 19k 23.61
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.2 $420k +2% 8.4k 50.20
Cisco Systems (CSCO) 0.2 $414k -2% 9.7k 42.65
American Electric Power Company (AEP) 0.2 $408k +2% 4.3k 96.00
Akamai Technologies (AKAM) 0.2 $402k 4.4k 91.36
Wells Fargo & Company (WFC) 0.2 $402k +3% 10k 39.17
Verisk Analytics (VRSK) 0.2 $399k -4% 2.3k 173.10
Nextera Energy (NEE) 0.2 $392k 5.1k 77.49
Capital One Financial (COF) 0.2 $392k 3.8k 104.31
Citizens Financial (CFG) 0.2 $391k NEW 11k 35.68
At&t (T) 0.2 $378k +4% 18k 20.93
Mondelez Intl Cl A (MDLZ) 0.2 $371k 6.0k 62.04
Coca-Cola Company (KO) 0.2 $357k +10% 5.7k 62.87
Southern Company (SO) 0.2 $357k +2% 5.0k 71.39
Wrap Technologies (WRAP) 0.2 $350k 188k 1.86
Comcast Corp Cl A (CMCSA) 0.2 $350k +8% 8.9k 39.25
United Parcel Service CL B (UPS) 0.2 $336k +14% 1.8k 182.61
Duke Energy Corp Com New (DUK) 0.2 $336k +20% 3.1k 107.21
Metropcs Communications (TMUS) 0.2 $313k +27% 2.3k 134.51
Airbnb Com Cl A (ABNB) 0.2 $312k -4% 3.5k 89.12
Palantir Technologies Cl A (PLTR) 0.2 $312k +4% 34k 9.08
Twitter (TWTR) 0.2 $310k -17% 8.3k 37.41
Edwards Lifesciences (EW) 0.2 $304k +35% 3.2k 95.06
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) 0.2 $303k NEW 6.7k 45.30
Constellation Energy (CEG) 0.2 $298k +7% 5.2k 57.25
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $293k 2.0k 144.98
Booking Holdings (BKNG) 0.2 $292k +7% 167.00 1748.50
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $291k 3.2k 92.03
American Tower Reit (AMT) 0.2 $289k -47% 1.1k 255.30
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $287k -28% 3.1k 92.43
Adobe Systems Incorporated (ADBE) 0.2 $287k +3% 785.00 365.61
Vanguard Index Fds Small Cp Etf (VB) 0.2 $285k +55% 1.6k 176.25
Unilever Spon Adr New (UL) 0.2 $279k +2% 6.1k 45.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $276k 1.3k 218.87
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $274k -53% 6.2k 44.17
Philip Morris International (PM) 0.1 $272k +29% 2.8k 98.66
PNC Financial Services (PNC) 0.1 $271k -19% 1.7k 157.93
Applied Materials (AMAT) 0.1 $271k NEW 3.0k 91.03
Nortonlifelock (NLOK) 0.1 $271k 12k 21.99
Biogen Idec (BIIB) 0.1 $268k 1.3k 203.80
Intel Corporation (INTC) 0.1 $261k 7.0k 37.36
Aptiv SHS (APTV) 0.1 $261k 2.9k 88.93
Webster Financial Corporation (WBS) 0.1 $260k 6.2k 42.11
Novartis Sponsored Adr (NVS) 0.1 $255k 3.0k 84.44
Sarepta Therapeutics (SRPT) 0.1 $255k 3.4k 74.82
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $254k +34% 1.3k 196.75
Plby Group Ord (PLBY) 0.1 $247k +18% 39k 6.40
Snowflake Cl A (SNOW) 0.1 $243k +93% 1.7k 139.25
Cigna Corp (CI) 0.1 $241k +3% 916.00 263.10
BlackRock (BLK) 0.1 $239k +12% 392.00 609.69
SVB Financial (SIVB) 0.1 $239k 606.00 394.39
Kraneshares Tr Csi Chi Internet (KWEB) 0.1 $224k NEW 6.9k 32.70
Paramount Global Class B Com (PARA) 0.1 $224k -41% 9.1k 24.65
General Electric Com New (GE) 0.1 $222k -8% 3.5k 63.72
Iridium Communications (IRDM) 0.1 $222k 5.9k 37.63
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $220k 4.1k 53.92
Atlassian Corp Cl A (TEAM) 0.1 $215k NEW 1.1k 187.77
Penn National Gaming (PENN) 0.1 $212k 7.0k 30.49
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $211k NEW 1.9k 113.75
Novo-nordisk A S Adr (NVO) 0.1 $209k +3% 1.9k 111.29
Kayne Anderson MLP Investment (KYN) 0.1 $173k 21k 8.36
Pet Acquisition LLC -Class A (WOOF) 0.1 $163k +2% 11k 14.72
BlackRock MuniHoldings New York Insured (MHN) 0.1 $156k 14k 10.97
Blackrock N Y Mun Income Tru Sh Ben Int (BNY) 0.1 $150k -23% 14k 11.03
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.1 $149k +16% 56k 2.66
Phasebio Pharmaceuticals (PHAS) 0.1 $146k 243k 0.60
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $125k 11k 11.10
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $124k +3% 12k 10.33
Ford Motor Company (F) 0.1 $121k +6% 11k 11.14
Matinas Biopharma Holdings, In (MTNB) 0.1 $113k 142k 0.79
Gamida Cell SHS (GMDA) 0.1 $102k +3% 58k 1.77
Nokia Corp Sponsored Adr (NOK) 0.0 $91k 20k 4.62
Kayne Anderson Mdstm Energy (KMF) 0.0 $90k 12k 7.49
Innodata Com New (INOD) 0.0 $89k 18k 4.84
Synaptogenix Com New (SNPX) 0.0 $83k 16k 5.18
Cuentas *w Exp 02/04/202 (CUENW) 0.0 $73k 331k 0.22
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $72k +74% 35k 2.03
Bk Technologies Corporation (BKTI) 0.0 $70k 27k 2.64
Pitney Bowes (PBI) 0.0 $66k 18k 3.60
Cuentas Com New (CUEN) 0.0 $62k 100k 0.62
Blade Air Mobility Cl A Com (BLDE) 0.0 $59k -32% 13k 4.45
Aterian (ATER) 0.0 $54k 25k 2.16
Opko Health (OPK) 0.0 $50k 20k 2.53
Nuveen Senior Income Fund (NSL) 0.0 $48k 10k 4.74
Bionano Genomics (BNGO) 0.0 $43k 32k 1.37
Widepoint Corp Common (WYY) 0.0 $30k 13k 2.36
Kaival Brnds Innovatns Grp I Com New (KAVL) 0.0 $25k 16k 1.56
Enthusiast Gaming Hldgs (EGLX) 0.0 $24k +4% 12k 1.96
Surface Oncology (SURF) 0.0 $18k 11k 1.64
Emagin Corp Com New (EMAN) 0.0 $17k 26k 0.65
Ouster (OUST) 0.0 $16k 10k 1.60
Globalstar (GSAT) 0.0 $15k 13k 1.20
Corbus Pharmaceuticals Hldgs (CRBP) 0.0 $9.0k 34k 0.27
Xpresspa Group (XSPA) 0.0 $8.0k 11k 0.71

Past Filings by Platform Technology Partners

SEC 13F filings are viewable for Platform Technology Partners going back to 2020