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 19.40% of Platform Technology Partners's stock portfolio.
- Added to shares of these 10 stocks: CIFR (+$8.6M), VUG (+$6.3M), SGOV, FSIG, FTRB, JMEE, CAAA, EVSD, VO, MSFT.
- Started 81 new stock positions in QUAL, WRAP, MMM, DDOG, RKLB, CCC, CIFR, DPZ, FHB, TDC.
- Reduced shares in these 10 stocks: Honeywell International, BX, FMNY, SSB, GD, APO, HBAN, , , HDB.
- Sold out of its positions in EMOP, AMT, ABCB, ADSK, CF, CAH, CRUS, CMCSA, CCK, DG.
- Platform Technology Partners was a net buyer of stock by $56M.
- Platform Technology Partners has $611M in assets under management (AUM), dropping by 17.82%.
- Central Index Key (CIK): 0001830817
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Portfolio Holdings for Platform Technology Partners
Platform Technology Partners holds 393 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Call Option (AAPL) | 7.2 | $44M | 152k | 289.36 |
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| NVIDIA Corporation (NVDA) | 4.3 | $27M | 133k | 200.09 |
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| Microsoft Corporation (MSFT) | 2.8 | $17M | +7% | 46k | 373.02 |
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| Amazon (AMZN) | 2.6 | $16M | 68k | 238.34 |
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| Morgan Stanley Etf Trust Eato Va Dura Etf (EVSD) | 2.4 | $15M | +11% | 290k | 50.86 |
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| Federated Hermes Etf Trust Tota Retu Bd Etf (FTRB) | 2.3 | $14M | +15% | 554k | 25.09 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $13M | +7% | 410k | 31.71 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $12M | +2% | 16k | 748.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $11M | 29k | 357.37 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $10M | -2% | 31k | 327.33 |
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| Lam Research Corp Com New (LRCX) | 1.5 | $9.3M | 22k | 433.33 |
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| Series Portfolios Tr Equab Equit Etf (HEDG) | 1.5 | $9.2M | +9% | 306k | 30.00 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.5 | $9.2M | +11% | 111k | 82.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $9.1M | 26k | 353.33 |
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| Cipher Mining (CIFR) | 1.4 | $8.6M | NEW | 350k | 24.50 |
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| Tesla Motors (TSLA) | 1.4 | $8.3M | +4% | 20k | 420.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $8.3M | 17k | 500.39 |
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| Meta Platforms Cl A (META) | 1.3 | $7.8M | +2% | 14k | 563.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $7.6M | +6% | 11k | 686.82 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $7.4M | +564% | 86k | 86.14 |
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| Apollo Global Mgmt (APO) | 1.2 | $7.4M | -4% | 62k | 118.31 |
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| Johnson & Johnson (JNJ) | 1.0 | $6.3M | -3% | 25k | 253.97 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 1.0 | $6.1M | +42% | 78k | 78.03 |
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| Goldman Sachs (GS) | 1.0 | $5.9M | 5.9k | 1011.42 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $5.2M | -2% | 7.0k | 746.78 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $5.2M | +2% | 27k | 189.73 |
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| Visa Com Cl A (V) | 0.8 | $5.0M | +6% | 15k | 343.08 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.7 | $4.5M | +209% | 45k | 100.67 |
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| Chevron Corporation (CVX) | 0.7 | $4.3M | -2% | 26k | 165.76 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $4.2M | -2% | 11k | 368.39 |
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| Home Depot (HD) | 0.7 | $4.1M | +12% | 12k | 352.68 |
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| Harbor Etf Trust Comm All Wea Etf (HGER) | 0.7 | $4.0M | +14% | 138k | 29.34 |
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| Blackstone Group Inc Com Cl A (BX) | 0.7 | $4.0M | -9% | 34k | 117.67 |
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| Nextera Energy (NEE) | 0.6 | $3.9M | +5% | 44k | 87.77 |
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| Eli Lilly & Co. (LLY) | 0.6 | $3.9M | +24% | 3.2k | 1199.31 |
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| First Tr Exchange-traded Ltd Dur Invt Etf (FSIG) | 0.6 | $3.8M | +103% | 203k | 18.86 |
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| Boeing Company (BA) | 0.6 | $3.8M | +2% | 17k | 216.47 |
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| Chubb (CB) | 0.6 | $3.6M | +2% | 11k | 340.73 |
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| Costco Wholesale Corporation (COST) | 0.6 | $3.6M | 3.8k | 935.44 |
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| Williams Companies (WMB) | 0.6 | $3.5M | 47k | 74.34 |
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| First Tr Exchange-traded Aaa Cmbs Etf (CAAA) | 0.6 | $3.4M | +79% | 170k | 20.31 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $3.4M | 22k | 158.03 |
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| Prologis (PLD) | 0.6 | $3.4M | +2% | 25k | 135.47 |
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| Procter & Gamble Company (PG) | 0.6 | $3.4M | +11% | 23k | 146.64 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.5 | $3.1M | +14% | 35k | 90.10 |
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| Starbucks Corporation (SBUX) | 0.5 | $3.1M | +3% | 31k | 102.19 |
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| Amgen (AMGN) | 0.5 | $3.1M | 8.5k | 362.13 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.5 | $3.0M | +18% | 38k | 81.06 |
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| UnitedHealth (UNH) | 0.5 | $3.0M | +4% | 7.2k | 415.61 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $2.9M | 97k | 30.49 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.9M | 4.0k | 736.49 |
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| McDonald's Corporation (MCD) | 0.5 | $2.9M | +7% | 11k | 270.31 |
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| Pepsi (PEP) | 0.5 | $2.9M | 21k | 135.40 |
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| Wal-Mart Stores (WMT) | 0.5 | $2.9M | -4% | 25k | 113.26 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $2.8M | +4% | 22k | 126.58 |
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| Union Pacific Corporation (UNP) | 0.4 | $2.7M | 10k | 272.00 |
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| Caterpillar (CAT) | 0.4 | $2.7M | 2.6k | 1065.09 |
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| Abbvie (ABBV) | 0.4 | $2.7M | 11k | 251.65 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.4 | $2.6M | +14% | 50k | 52.38 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.5M | +5% | 36k | 71.25 |
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| Air Products & Chemicals (APD) | 0.4 | $2.5M | +6% | 8.6k | 293.19 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $2.4M | +4% | 4.7k | 509.46 |
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| Tri-Continental Corporation (TY) | 0.4 | $2.3M | 68k | 34.42 |
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| Medtronic SHS (MDT) | 0.4 | $2.3M | +12% | 30k | 78.23 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $2.2M | -7% | 16k | 136.72 |
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| Colgate-Palmolive Company (CL) | 0.4 | $2.2M | +4% | 24k | 91.68 |
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| ConocoPhillips (COP) | 0.3 | $2.1M | 20k | 103.96 |
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| Broadcom (AVGO) | 0.3 | $2.1M | 5.5k | 377.73 |
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| Digital Realty Trust (DLR) | 0.3 | $2.1M | +6% | 12k | 179.57 |
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| International Business Machines (IBM) | 0.3 | $2.1M | +3% | 7.3k | 281.22 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.3 | $2.0M | +11% | 193k | 10.57 |
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| S&p Global (SPGI) | 0.3 | $2.0M | +7% | 4.9k | 407.23 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.0M | +14% | 3.9k | 513.62 |
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| Abacus Fcf Etf Tr Leaders Etf (ABFL) | 0.3 | $2.0M | -5% | 23k | 85.86 |
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| Ge Vernova (GEV) | 0.3 | $1.9M | +2% | 1.7k | 1174.87 |
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| Dominion Resources (D) | 0.3 | $1.9M | +2% | 27k | 68.29 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.3 | $1.8M | 73k | 25.22 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.8M | +309% | 22k | 80.57 |
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| Merck & Co (MRK) | 0.3 | $1.7M | -6% | 13k | 128.50 |
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| Cisco Systems (CSCO) | 0.3 | $1.6M | 14k | 117.46 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $1.6M | 40k | 40.68 |
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| Verizon Communications (VZ) | 0.3 | $1.6M | +5% | 38k | 42.34 |
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| Philip Morris International (PM) | 0.3 | $1.6M | 8.7k | 180.90 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.5M | 41k | 36.76 |
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| Oracle Corporation (ORCL) | 0.2 | $1.5M | 10k | 146.56 |
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| TJX Companies (TJX) | 0.2 | $1.4M | +3% | 9.5k | 151.49 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.4M | 6.5k | 217.94 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.4M | +5% | 9.1k | 156.30 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $1.4M | -3% | 27k | 53.11 |
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| Etf Ser Solutions Clearshs Ultra (OPER) | 0.2 | $1.4M | +37% | 14k | 100.08 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $1.4M | -3% | 42k | 33.29 |
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| Nike CL B (NKE) | 0.2 | $1.4M | +9% | 34k | 41.05 |
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| Purecycle Technologies (PCT) | 0.2 | $1.4M | +9% | 170k | 8.11 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.4M | 4.6k | 300.47 |
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| Applied Materials (AMAT) | 0.2 | $1.4M | +2% | 1.9k | 722.92 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.3M | 70k | 19.12 |
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| Clorox Company (CLX) | 0.2 | $1.3M | +4% | 14k | 95.44 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.3M | +17% | 4.4k | 298.07 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $1.3M | 14k | 96.32 |
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| Capital One Financial (COF) | 0.2 | $1.3M | -4% | 6.4k | 200.62 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.2 | $1.3M | 17k | 76.16 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.2 | $1.3M | 66k | 19.29 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $1.3M | 28k | 45.34 |
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| Constellation Brands Cl A (STZ) | 0.2 | $1.2M | +11% | 9.0k | 139.09 |
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| Bank of America Corporation (BAC) | 0.2 | $1.2M | 22k | 56.98 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $1.2M | +8% | 7.8k | 158.67 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.2M | +4% | 5.7k | 212.76 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.2M | 14k | 82.11 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | -5% | 20k | 57.62 |
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| Micron Technology (MU) | 0.2 | $1.2M | -7% | 1.0k | 1154.29 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.2M | +13% | 20k | 56.48 |
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| Tidal Trust Ii Defia Ai Pwr Etf (AIPO) | 0.2 | $1.1M | +6% | 34k | 33.41 |
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| Netflix (NFLX) | 0.2 | $1.1M | +10% | 16k | 71.40 |
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| Trane Technologies SHS (TT) | 0.2 | $1.1M | -3% | 2.3k | 491.16 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.1M | 9.5k | 116.67 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.1M | +17% | 2.9k | 373.78 |
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| American Express Company (AXP) | 0.2 | $1.1M | -14% | 3.2k | 338.27 |
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| Consolidated Edison (ED) | 0.2 | $1.1M | 9.8k | 110.63 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.1M | -3% | 2.1k | 501.46 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $1.1M | +95% | 19k | 56.16 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.1M | +7% | 18k | 59.69 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.2 | $1.0M | 9.5k | 109.52 |
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| Coca-Cola Company (KO) | 0.2 | $1.0M | +38% | 13k | 81.27 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.0M | +295% | 8.2k | 124.17 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $1.0M | 5.3k | 190.51 |
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| Wells Fargo & Company (WFC) | 0.2 | $987k | -8% | 12k | 82.64 |
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| Advanced Micro Devices (AMD) | 0.2 | $979k | -7% | 1.7k | 580.83 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $975k | 17k | 56.52 |
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| Ab Active Etfs High Yield Etf (HYFI) | 0.2 | $937k | +2% | 25k | 37.34 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.2 | $930k | 19k | 48.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $883k | 2.4k | 370.05 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $869k | 6.0k | 144.48 |
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| American Electric Power Company (AEP) | 0.1 | $859k | +8% | 6.3k | 136.80 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $857k | +117% | 2.2k | 397.62 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $843k | +18% | 20k | 43.14 |
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| Intel Corporation (INTC) | 0.1 | $843k | +8% | 6.0k | 139.64 |
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| Oneok (OKE) | 0.1 | $828k | +6% | 9.5k | 86.94 |
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| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.1 | $807k | +3% | 139k | 5.80 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $803k | 2.4k | 334.76 |
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| Eaton Corp SHS (ETN) | 0.1 | $800k | 1.9k | 426.12 |
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| Wolfspeed Common Stock (WOLF) | 0.1 | $775k | NEW | 16k | 48.25 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $765k | +11% | 1.0k | 763.09 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $764k | 1.9k | 393.96 |
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| Marvell Technology (MRVL) | 0.1 | $753k | -8% | 2.5k | 297.84 |
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| Amphenol Corp Cl A (APH) | 0.1 | $752k | 4.3k | 176.32 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $750k | +4% | 1.5k | 496.72 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $737k | +3% | 2.4k | 303.10 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $729k | +23% | 1.5k | 477.49 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $724k | -2% | 7.9k | 92.27 |
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| PNC Financial Services (PNC) | 0.1 | $714k | 2.9k | 246.22 |
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| Walt Disney Company (DIS) | 0.1 | $714k | -28% | 7.4k | 96.26 |
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| Booking Holdings (BKNG) | 0.1 | $710k | +2190% | 4.0k | 178.24 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $710k | +14% | 30k | 23.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $702k | -2% | 2.9k | 242.43 |
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| ON Semiconductor (ON) | 0.1 | $696k | 7.4k | 94.54 |
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| Cummins (CMI) | 0.1 | $680k | 954.00 | 713.21 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $668k | +36% | 1.0k | 655.89 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $646k | +65% | 3.5k | 185.22 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $641k | 6.5k | 98.59 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $635k | +412% | 7.2k | 87.91 |
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| Yum! Brands (YUM) | 0.1 | $628k | 3.9k | 159.84 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $622k | 7.2k | 86.68 |
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| Sixth Street Specialty Lending (TSLX) | 0.1 | $618k | 36k | 17.17 |
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| O'reilly Automotive (ORLY) | 0.1 | $608k | +25% | 6.6k | 92.09 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $598k | -26% | 6.0k | 99.54 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $592k | 841.00 | 703.34 |
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| CVS Caremark Corporation (CVS) | 0.1 | $586k | -7% | 5.7k | 103.46 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $584k | 7.6k | 77.11 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $570k | -9% | 7.4k | 76.70 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $562k | -2% | 47k | 11.89 |
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| Abbott Laboratories (ABT) | 0.1 | $562k | -8% | 6.2k | 90.74 |
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| Honeywell International (HON) | 0.1 | $559k | NEW | 2.5k | 223.90 |
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| At&t (T) | 0.1 | $552k | +4% | 27k | 20.70 |
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| Honeywell Aerospace (HONA) | 0.1 | $552k | NEW | 2.5k | 221.08 |
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| Pfizer (PFE) | 0.1 | $551k | 23k | 24.08 |
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| CSX Corporation (CSX) | 0.1 | $550k | -7% | 12k | 47.53 |
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| Citigroup Com New (C) | 0.1 | $549k | 3.9k | 139.97 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $545k | +4% | 5.1k | 107.49 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $525k | +39% | 11k | 47.94 |
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| Target Corporation (TGT) | 0.1 | $524k | +7% | 4.0k | 130.60 |
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| Dell Technologies CL C (DELL) | 0.1 | $521k | -9% | 1.2k | 431.46 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.1 | $519k | 6.2k | 83.07 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $516k | +48% | 259.00 | 1992.72 |
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| Akamai Technologies (AKAM) | 0.1 | $498k | 4.2k | 118.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $497k | +145% | 4.0k | 124.46 |
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| Wabtec Corporation (WAB) | 0.1 | $494k | 1.8k | 269.60 |
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| Exelon Corporation (EXC) | 0.1 | $486k | +9% | 10k | 46.62 |
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| Entergy Corporation (ETR) | 0.1 | $471k | 4.1k | 114.85 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $465k | NEW | 1.7k | 276.15 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $464k | 3.0k | 156.72 |
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| Altria (MO) | 0.1 | $455k | 6.3k | 71.95 |
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| United Sts Commodity Index F Cm Rep Copp Fd (CPER) | 0.1 | $454k | 12k | 37.73 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $454k | +23% | 7.8k | 57.84 |
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| Illumina (ILMN) | 0.1 | $454k | 2.6k | 175.83 |
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| Danaher Corporation (DHR) | 0.1 | $433k | +25% | 2.3k | 190.48 |
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| Automatic Data Processing (ADP) | 0.1 | $431k | +19% | 1.9k | 224.01 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $430k | 8.7k | 49.55 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $429k | +35% | 8.4k | 51.05 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $426k | NEW | 10k | 41.43 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $424k | +48% | 7.9k | 53.47 |
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| PPG Industries (PPG) | 0.1 | $423k | +11% | 3.5k | 121.29 |
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| Sherwin-Williams Company (SHW) | 0.1 | $421k | +6% | 1.2k | 344.41 |
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| Blackrock (BLK) | 0.1 | $421k | 438.00 | 960.48 |
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|
| Genuine Parts Company (GPC) | 0.1 | $419k | +79% | 3.6k | 117.99 |
|
| Cadence Design Systems (CDNS) | 0.1 | $418k | +9% | 1.1k | 375.32 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $415k | 1.6k | 255.67 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $411k | +76% | 2.4k | 170.08 |
|
| Qualcomm (QCOM) | 0.1 | $405k | 2.2k | 184.78 |
|
|
| Fortinet (FTNT) | 0.1 | $402k | +5% | 2.6k | 153.63 |
|
| Southern Company (SO) | 0.1 | $393k | +5% | 4.1k | 95.70 |
|
| Spdr Series Trust St Nuve High Etf (HYMB) | 0.1 | $389k | 15k | 25.44 |
|
|
| J P Morgan Exchange Traded F New York Tax Fre | 0.1 | $388k | NEW | 7.7k | 50.18 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $385k | 7.7k | 49.82 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $379k | NEW | 9.2k | 41.25 |
|
| Dollar Tree (DLTR) | 0.1 | $378k | +38% | 3.1k | 120.95 |
|
| Simon Property (SPG) | 0.1 | $375k | 1.7k | 223.65 |
|
|
| Kraft Heinz (KHC) | 0.1 | $374k | +9% | 16k | 23.62 |
|
| Axon Enterprise (AXON) | 0.1 | $371k | NEW | 661.00 | 560.61 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $369k | +2% | 4.2k | 87.89 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $363k | -10% | 3.2k | 114.18 |
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.1 | $362k | 19k | 19.06 |
|
|
| Norfolk Southern (NSC) | 0.1 | $361k | 1.1k | 314.47 |
|
|
| Black Hills Corporation (BKH) | 0.1 | $361k | -2% | 4.8k | 74.40 |
|
| Cigna Corp (CI) | 0.1 | $360k | +3% | 1.3k | 275.68 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $360k | 7.2k | 49.78 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $350k | 1.4k | 242.46 |
|
|
| Kkr & Co (KKR) | 0.1 | $348k | -6% | 3.8k | 91.78 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $347k | 3.0k | 114.90 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $347k | 4.7k | 73.41 |
|
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $343k | -42% | 3.7k | 91.65 |
|
| Gilead Sciences (GILD) | 0.1 | $343k | -17% | 2.7k | 126.34 |
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $341k | 5.0k | 67.93 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $341k | 3.5k | 98.20 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $340k | -21% | 3.5k | 96.12 |
|
| Edwards Lifesciences (EW) | 0.1 | $338k | +22% | 3.7k | 90.46 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $334k | 2.4k | 137.51 |
|
|
| Fortune Brands (FBIN) | 0.1 | $333k | NEW | 6.1k | 54.90 |
|
| 10x Genomics Cl A Com (TXG) | 0.1 | $327k | -31% | 8.5k | 38.34 |
|
| Pacer Fds Tr Us Sm Cap Ca Etf (CALF) | 0.1 | $324k | 6.4k | 50.61 |
|
|
| Old Republic International Corporation (ORI) | 0.1 | $323k | -21% | 7.9k | 40.92 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $323k | NEW | 330.00 | 978.12 |
|
| Essex Property Trust (ESS) | 0.1 | $322k | 1.1k | 291.59 |
|
|
| Church & Dwight (CHD) | 0.1 | $316k | NEW | 3.3k | 96.88 |
|
| Us Bancorp Com New (USB) | 0.1 | $314k | +2% | 5.2k | 60.40 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $312k | +14% | 2.1k | 148.28 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $312k | +4% | 982.00 | 317.53 |
|
| Nortonlifelock (GEN) | 0.1 | $309k | -12% | 12k | 24.89 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $309k | +4% | 3.7k | 82.83 |
|
| Prudential Financial (PRU) | 0.1 | $307k | +7% | 2.8k | 107.94 |
|
| Wrap Technologies (WRAP) | 0.0 | $303k | NEW | 235k | 1.29 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $303k | -15% | 2.1k | 143.10 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $302k | +25% | 1.5k | 205.06 |
|
| Iqvia Holdings (IQV) | 0.0 | $301k | +11% | 1.6k | 193.22 |
|
| Illinois Tool Works (ITW) | 0.0 | $301k | +30% | 1.1k | 270.47 |
|
| Ab Active Etfs Tax Aw Inter Etf (TAFM) | 0.0 | $300k | NEW | 12k | 25.68 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $300k | +14% | 3.1k | 96.59 |
|
| Skyworks Solutions (SWKS) | 0.0 | $299k | -11% | 4.4k | 67.80 |
|
| Anthem (ELV) | 0.0 | $297k | +7% | 767.00 | 386.59 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $292k | NEW | 1.1k | 260.36 |
|
| Mid-America Apartment (MAA) | 0.0 | $291k | 2.1k | 138.94 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $291k | -19% | 3.0k | 96.42 |
|
| AutoZone (AZO) | 0.0 | $291k | NEW | 91.00 | 3195.95 |
|
| Morgan Stanley Com New (MS) | 0.0 | $290k | 1.4k | 208.99 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $290k | -3% | 2.0k | 144.61 |
|
| Constellation Energy (CEG) | 0.0 | $289k | -8% | 1.2k | 248.44 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $286k | 4.3k | 66.45 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $285k | NEW | 223.00 | 1277.51 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $284k | 1.5k | 190.25 |
|
|
| Enbridge (ENB) | 0.0 | $283k | 5.2k | 54.22 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $283k | NEW | 1.7k | 169.88 |
|
| Ross Stores (ROST) | 0.0 | $282k | +2% | 1.3k | 212.82 |
|
| salesforce (CRM) | 0.0 | $280k | -27% | 1.8k | 156.65 |
|
| Kinder Morgan (KMI) | 0.0 | $279k | -10% | 8.7k | 31.97 |
|
| Public Storage (PSA) | 0.0 | $279k | NEW | 875.00 | 318.47 |
|
| Iridium Communications (IRDM) | 0.0 | $277k | NEW | 5.0k | 54.85 |
|
| Masco Corporation (MAS) | 0.0 | $277k | -6% | 3.4k | 81.37 |
|
| Clean Harbors (CLH) | 0.0 | $276k | -6% | 924.00 | 298.75 |
|
| Iron Mountain (IRM) | 0.0 | $274k | +2% | 2.2k | 126.28 |
|
| SYSCO Corporation (SYY) | 0.0 | $272k | NEW | 3.2k | 83.59 |
|
| G-III Apparel (GIII) | 0.0 | $270k | 8.0k | 33.71 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $269k | NEW | 890.00 | 301.71 |
|
| Metropcs Communications (TMUS) | 0.0 | $267k | +2% | 1.6k | 167.73 |
|
| Zoetis Cl A (ZTS) | 0.0 | $267k | -47% | 3.7k | 71.86 |
|
| Driven Brands Hldgs (DRVN) | 0.0 | $266k | 19k | 13.94 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $265k | NEW | 1.6k | 162.35 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $264k | NEW | 3.1k | 85.50 |
|
| Entegris (ENTG) | 0.0 | $263k | NEW | 1.5k | 179.81 |
|
| Howmet Aerospace (HWM) | 0.0 | $262k | NEW | 974.00 | 268.86 |
|
| EOG Resources (EOG) | 0.0 | $261k | NEW | 2.0k | 129.73 |
|
| ConAgra Foods (CAG) | 0.0 | $261k | +75% | 19k | 13.46 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $260k | NEW | 2.8k | 93.66 |
|
| Snap-on Incorporated (SNA) | 0.0 | $260k | NEW | 647.00 | 402.40 |
|
| Terawulf (WULF) | 0.0 | $259k | 11k | 24.70 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $259k | 2.5k | 102.25 |
|
|
| Aptar (ATR) | 0.0 | $258k | NEW | 2.1k | 125.20 |
|
| Edison International (EIX) | 0.0 | $257k | +8% | 3.4k | 74.45 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $256k | 1.9k | 131.60 |
|
|
| Servicenow (NOW) | 0.0 | $255k | 2.6k | 99.28 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $255k | -24% | 1.6k | 155.98 |
|
| eBay (EBAY) | 0.0 | $254k | +2% | 2.3k | 111.75 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $254k | NEW | 907.00 | 280.00 |
|
| Unilever Spon Adr New (UL) | 0.0 | $254k | 4.2k | 60.12 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $253k | NEW | 740.00 | 341.17 |
|
| Match Group (MTCH) | 0.0 | $252k | -10% | 6.6k | 38.05 |
|
| Kilroy Realty Corporation (KRC) | 0.0 | $252k | NEW | 6.7k | 37.47 |
|
| WESCO International (WCC) | 0.0 | $251k | -11% | 727.00 | 345.43 |
|
| Ameriprise Financial (AMP) | 0.0 | $251k | -6% | 547.00 | 458.76 |
|
| PPL Corporation (PPL) | 0.0 | $248k | NEW | 6.8k | 36.35 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $247k | NEW | 884.00 | 279.79 |
|
| Webster Financial Corporation (WBS) | 0.0 | $246k | 3.2k | 76.42 |
|
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $246k | 24k | 10.15 |
|
|
| Biogen Idec (BIIB) | 0.0 | $245k | -5% | 1.1k | 216.06 |
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $245k | NEW | 625.00 | 391.45 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $244k | 1.0k | 239.00 |
|
|
| National Retail Properties (NNN) | 0.0 | $243k | +8% | 5.2k | 46.53 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $242k | NEW | 1.7k | 140.49 |
|
| Zimmer Holdings (ZBH) | 0.0 | $241k | NEW | 2.8k | 86.09 |
|
| Eversource Energy (ES) | 0.0 | $240k | +13% | 3.3k | 72.27 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $240k | -2% | 1.9k | 123.44 |
|
| Regency Centers Corporation (REG) | 0.0 | $238k | NEW | 3.0k | 79.74 |
|
| News Corp Cl A (NWSA) | 0.0 | $238k | +10% | 9.6k | 24.83 |
|
| Nordson Corporation (NDSN) | 0.0 | $238k | NEW | 788.00 | 301.69 |
|
| Stryker Corporation (SYK) | 0.0 | $237k | -9% | 753.00 | 315.04 |
|
| Cme (CME) | 0.0 | $237k | NEW | 1.1k | 220.83 |
|
| 3M Company (MMM) | 0.0 | $236k | NEW | 1.5k | 161.91 |
|
| EastGroup Properties (EGP) | 0.0 | $236k | +2% | 1.2k | 202.53 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $236k | NEW | 4.9k | 47.74 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $232k | -2% | 9.6k | 24.27 |
|
| Paypal Holdings (PYPL) | 0.0 | $232k | NEW | 5.4k | 43.18 |
|
| J P Morgan Exchange Traded F Us Treas Etf | 0.0 | $232k | NEW | 2.3k | 100.17 |
|
| Nucor Corporation (NUE) | 0.0 | $231k | -28% | 1.0k | 222.65 |
|
| American Homes 4 Rent Cl A (AMH) | 0.0 | $231k | NEW | 6.9k | 33.52 |
|
| Robert Half International (RHI) | 0.0 | $231k | NEW | 7.5k | 30.70 |
|
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.0 | $230k | -46% | 4.6k | 50.62 |
|
| Curtiss-Wright (CW) | 0.0 | $230k | 304.00 | 757.76 |
|
|
| W.W. Grainger (GWW) | 0.0 | $230k | NEW | 169.00 | 1360.40 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $229k | 4.8k | 47.68 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $226k | 432.00 | 522.39 |
|
|
| Arrow Electronics (ARW) | 0.0 | $226k | NEW | 1.1k | 213.41 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $225k | NEW | 777.00 | 289.43 |
|
| Aptiv Com Shs (APTV) | 0.0 | $225k | NEW | 3.7k | 61.38 |
|
| Teradata Corporation (TDC) | 0.0 | $224k | NEW | 6.5k | 34.65 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.0 | $223k | +17% | 5.6k | 39.57 |
|
| Progressive Corporation (PGR) | 0.0 | $222k | -2% | 1.0k | 218.45 |
|
| Cousins Pptys Com New (CUZ) | 0.0 | $221k | NEW | 7.4k | 29.98 |
|
| Qorvo (QRVO) | 0.0 | $221k | NEW | 2.4k | 93.27 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $221k | NEW | 2.2k | 101.67 |
|
| Sandisk Corp (SNDK) | 0.0 | $221k | NEW | 97.00 | 2273.73 |
|
| Best Buy (BBY) | 0.0 | $219k | NEW | 2.9k | 75.88 |
|
| Woodward Governor Company (WWD) | 0.0 | $217k | NEW | 511.00 | 425.44 |
|
| Schneider National CL B (SNDR) | 0.0 | $217k | NEW | 5.9k | 36.53 |
|
| Listed Fds Tr Roun Ma Seve Etf (MAGS) | 0.0 | $217k | NEW | 3.4k | 64.30 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $217k | NEW | 4.5k | 48.57 |
|
| Intuit (INTU) | 0.0 | $216k | NEW | 828.00 | 261.10 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $215k | NEW | 980.00 | 219.43 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $213k | -12% | 3.4k | 62.90 |
|
| Post Holdings Inc Common (POST) | 0.0 | $212k | NEW | 2.4k | 88.26 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $212k | NEW | 1.1k | 185.20 |
|
| Dillards Cl A (DDS) | 0.0 | $211k | 400.00 | 528.42 |
|
|
| Citizens Financial (CFG) | 0.0 | $210k | NEW | 3.0k | 70.07 |
|
| Connectone Banc (CNOB) | 0.0 | $210k | NEW | 6.3k | 33.44 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $210k | -18% | 505.00 | 415.29 |
|
| Domino's Pizza (DPZ) | 0.0 | $209k | NEW | 706.00 | 296.04 |
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $209k | NEW | 1.5k | 135.64 |
|
| Linde SHS (LIN) | 0.0 | $208k | NEW | 402.00 | 518.51 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $208k | NEW | 1.3k | 164.27 |
|
| Tempur-Pedic International (SGI) | 0.0 | $207k | -4% | 2.6k | 78.40 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $206k | -14% | 15k | 13.36 |
|
| Goldman Sachs Etf Tr Muni Income Etf (GMUB) | 0.0 | $206k | NEW | 4.0k | 51.44 |
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $204k | -13% | 1.3k | 160.72 |
|
| Rockwell Automation (ROK) | 0.0 | $203k | NEW | 410.00 | 495.49 |
|
| Genpact SHS (G) | 0.0 | $203k | NEW | 7.4k | 27.50 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $203k | NEW | 7.3k | 27.70 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $202k | NEW | 1.2k | 166.62 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $202k | NEW | 1.7k | 117.48 |
|
| First Hawaiian (FHB) | 0.0 | $201k | NEW | 6.9k | 29.30 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $197k | 14k | 13.83 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $183k | -6% | 31k | 5.83 |
|
| Quantum Biopharma Cl B Sub Vtg Shs (QNTM) | 0.0 | $149k | 41k | 3.62 |
|
|
| Perrigo SHS (PRGO) | 0.0 | $145k | NEW | 14k | 10.39 |
|
| Fingermotion (FNGR) | 0.0 | $136k | +38% | 360k | 0.38 |
|
| Compugen Ord (CGEN) | 0.0 | $118k | 55k | 2.14 |
|
|
| America's Car-Mart (CRMT) | 0.0 | $113k | +59% | 40k | 2.79 |
|
| Putnam Etf Trust Franklin Ny Muni (FTNY) | 0.0 | $83k | 11k | 7.97 |
|
|
| Ondas Com New (ONDS) | 0.0 | $82k | NEW | 10k | 8.24 |
|
| Blaize Hldgs (BZAI) | 0.0 | $82k | 59k | 1.38 |
|
|
| Ccc Intelligent Solutions Holdings (CCC) | 0.0 | $62k | NEW | 12k | 5.16 |
|
| Enovix Corp (ENVX) | 0.0 | $61k | 10k | 6.07 |
|
|
| Microalgo Shs Cl A (MLGO) | 0.0 | $59k | 15k | 3.98 |
|
|
| D Fluidigm Corp Del (LAB) | 0.0 | $21k | 25k | 0.82 |
|
|
| Wimi Hologram Cloud Ord Shs Cl B New (WIMI) | 0.0 | $15k | 10k | 1.51 |
|
|
| Geron Corporation (GERN) | 0.0 | $13k | 10k | 1.28 |
|
|
| Microvast Holdings (MVST) | 0.0 | $12k | -33% | 10k | 1.17 |
|
Past Filings by Platform Technology Partners
SEC 13F filings are viewable for Platform Technology Partners going back to 2020
- Platform Technology Partners 2026 Q2 filed July 24, 2026
- Platform Technology Partners 2026 Q1 filed April 27, 2026
- 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