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 20.10% of Platform Technology Partners's stock portfolio.
- Added to shares of these 10 stocks: JMEE, NVDA, IVV, AAPL, BX, SGOV, MSFT, AMZN, TSLA, OPER.
- Started 95 new stock positions in ASML, CMCSA, TXG, GD, LOW, USRT, LHX, CAG, F, AAAU.
- Reduced shares in these 10 stocks: SPY, INOD, RSP, GNRC, , PCT, , , , SCHF.
- Sold out of its positions in ARCC, MHN, EXACT Sciences Corporation, GNRC, INOD, ILF, NEXT, ASBP, REGN, SCHF. XLF, MMM.
- Platform Technology Partners was a net buyer of stock by $62M.
- Platform Technology Partners has $519M in assets under management (AUM), dropping by 10.47%.
- Central Index Key (CIK): 0001830817
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Portfolio Holdings for Platform Technology Partners
Platform Technology Partners holds 343 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.4 | $38M | +5% | 151k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 4.4 | $23M | +11% | 131k | 174.40 |
|
| Microsoft Corporation (MSFT) | 3.0 | $16M | +10% | 43k | 370.17 |
|
| Amazon (AMZN) | 2.8 | $14M | +10% | 69k | 208.27 |
|
| Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) | 2.6 | $13M | +4% | 260k | 50.94 |
|
| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 2.3 | $12M | +5% | 481k | 25.14 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.3 | $12M | +8% | 382k | 30.68 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $10M | +26% | 16k | 653.20 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $9.2M | +7% | 31k | 294.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $8.4M | +9% | 29k | 287.56 |
|
| Series Portfolios Tr Equable Shares H (HEDG) | 1.6 | $8.1M | 280k | 28.98 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $7.9M | +5% | 16k | 479.20 |
|
| Meta Platforms Cl A (META) | 1.5 | $7.7M | +11% | 13k | 572.11 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $7.4M | +9% | 26k | 286.87 |
|
| Apollo Global Mgmt (APO) | 1.4 | $7.2M | +3% | 65k | 111.42 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.4 | $7.1M | +6% | 100k | 71.13 |
|
| Tesla Motors (TSLA) | 1.4 | $7.1M | +19% | 19k | 371.74 |
|
| Johnson & Johnson (JNJ) | 1.2 | $6.2M | +9% | 26k | 244.44 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $6.2M | -2% | 10k | 597.53 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $5.6M | +6% | 13k | 436.81 |
|
| Chevron Corporation (CVX) | 1.1 | $5.5M | 27k | 206.90 |
|
|
| Raytheon Technologies Corp (RTX) | 1.0 | $5.1M | +3% | 27k | 192.90 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $5.0M | +13% | 12k | 430.31 |
|
| Goldman Sachs (GS) | 1.0 | $4.9M | +5% | 5.8k | 845.94 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $4.7M | -13% | 7.2k | 650.35 |
|
| Lam Research Corp Com New (LRCX) | 0.9 | $4.6M | 22k | 213.66 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $4.4M | +52% | 38k | 114.99 |
|
| Visa Com Cl A (V) | 0.8 | $4.1M | +6% | 14k | 302.24 |
|
| Nextera Energy (NEE) | 0.8 | $3.9M | +2% | 42k | 92.88 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $3.8M | +7% | 3.8k | 996.52 |
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.7 | $3.8M | +13% | 121k | 31.01 |
|
| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.7 | $3.7M | NEW | 55k | 66.77 |
|
| Home Depot (HD) | 0.7 | $3.4M | +9% | 10k | 328.89 |
|
| Boeing Company (BA) | 0.6 | $3.4M | +3% | 17k | 199.03 |
|
| Chubb (CB) | 0.6 | $3.3M | +3% | 10k | 325.94 |
|
| Williams Companies (WMB) | 0.6 | $3.3M | 46k | 72.78 |
|
|
| Pepsi (PEP) | 0.6 | $3.3M | +8% | 21k | 155.29 |
|
| Wal-Mart Stores (WMT) | 0.6 | $3.3M | +9% | 26k | 124.28 |
|
| Prologis (PLD) | 0.6 | $3.3M | +2% | 25k | 132.18 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $3.2M | 22k | 148.10 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $3.1M | +9% | 10k | 310.80 |
|
| Procter & Gamble Company (PG) | 0.6 | $3.0M | +15% | 21k | 144.44 |
|
| Amgen (AMGN) | 0.6 | $3.0M | +7% | 8.4k | 351.85 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $2.9M | 97k | 30.32 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.9M | +8% | 17k | 169.66 |
|
| Duke Energy Corp Com New (DUK) | 0.5 | $2.8M | +3% | 21k | 130.94 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $2.7M | +3% | 4.5k | 604.35 |
|
| Starbucks Corporation (SBUX) | 0.5 | $2.6M | +17% | 30k | 89.59 |
|
| ConocoPhillips (COP) | 0.5 | $2.6M | +13% | 20k | 132.00 |
|
| Union Pacific Corporation (UNP) | 0.5 | $2.5M | +3% | 10k | 242.62 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $2.4M | +4% | 2.6k | 919.78 |
|
| Abbvie (ABBV) | 0.5 | $2.4M | +6% | 11k | 217.49 |
|
| Air Products & Chemicals (APD) | 0.5 | $2.4M | +19% | 8.1k | 290.48 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $2.3M | +5% | 31k | 75.19 |
|
| Medtronic SHS (MDT) | 0.4 | $2.3M | +5% | 26k | 86.65 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.3M | -5% | 3.9k | 577.16 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.4 | $2.2M | +13% | 32k | 68.28 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.2M | +4% | 34k | 64.08 |
|
| Tri-Continental Corporation (TY) | 0.4 | $2.1M | 67k | 31.59 |
|
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.4 | $2.1M | +15% | 44k | 48.15 |
|
| Digital Realty Trust (DLR) | 0.4 | $2.0M | +6% | 11k | 180.21 |
|
| S&p Global (SPGI) | 0.4 | $1.9M | +8% | 4.6k | 425.37 |
|
| Colgate-Palmolive Company (CL) | 0.4 | $1.9M | +11% | 23k | 85.23 |
|
| First Tr Exchange-traded Aaa Cmbs Etf (CAAA) | 0.4 | $1.9M | +58% | 94k | 20.30 |
|
| First Tr Exchange-traded Limited Duration (FSIG) | 0.4 | $1.9M | -8% | 100k | 18.94 |
|
| UnitedHealth (UNH) | 0.4 | $1.9M | +29% | 6.9k | 270.60 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.4 | $1.9M | 74k | 25.18 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.3 | $1.8M | +6% | 173k | 10.38 |
|
| Verizon Communications (VZ) | 0.3 | $1.8M | -5% | 36k | 50.20 |
|
| Caterpillar (CAT) | 0.3 | $1.8M | +12% | 2.5k | 708.59 |
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 0.3 | $1.8M | -5% | 25k | 71.14 |
|
| Broadcom (AVGO) | 0.3 | $1.7M | +59% | 5.6k | 309.49 |
|
| Merck & Co (MRK) | 0.3 | $1.7M | +15% | 14k | 120.29 |
|
| International Business Machines (IBM) | 0.3 | $1.7M | +2% | 7.0k | 242.40 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.7M | +12% | 3.4k | 499.68 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $1.7M | +22% | 27k | 61.26 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $1.7M | +37% | 44k | 38.42 |
|
| Dominion Resources (D) | 0.3 | $1.7M | +5% | 27k | 61.82 |
|
| Nike CL B (NKE) | 0.3 | $1.6M | +11% | 31k | 52.82 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.6M | +6% | 5.4k | 287.17 |
|
| Enterprise Products Partners (EPD) | 0.3 | $1.5M | -3% | 41k | 37.84 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.5M | 10k | 147.12 |
|
|
| TJX Companies (TJX) | 0.3 | $1.5M | +11% | 9.2k | 159.70 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $1.5M | NEW | 15k | 100.66 |
|
| Philip Morris International (PM) | 0.3 | $1.4M | +10% | 8.8k | 165.33 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $1.4M | 40k | 35.94 |
|
|
| Ge Vernova (GEV) | 0.3 | $1.4M | +5% | 1.6k | 872.90 |
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| Netflix (NFLX) | 0.3 | $1.4M | +8% | 15k | 96.15 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.4M | +28% | 9.5k | 146.28 |
|
| Clorox Company (CLX) | 0.3 | $1.4M | +36% | 13k | 103.63 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $1.3M | 69k | 19.30 |
|
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| Bristol Myers Squibb (BMY) | 0.3 | $1.3M | +6% | 22k | 60.65 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.3M | +15% | 8.6k | 151.41 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.3M | 6.5k | 196.21 |
|
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.2 | $1.3M | +3% | 67k | 19.00 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $1.3M | +17% | 28k | 45.89 |
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| Capital One Financial (COF) | 0.2 | $1.2M | +12% | 6.8k | 182.43 |
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| Honeywell International (HON) | 0.2 | $1.2M | +9% | 5.4k | 226.03 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $1.2M | 14k | 89.33 |
|
|
| Constellation Brands Cl A (STZ) | 0.2 | $1.2M | +23% | 8.1k | 150.00 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.2M | -9% | 15k | 82.57 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.1M | +38% | 4.6k | 248.00 |
|
| American Express Company (AXP) | 0.2 | $1.1M | +9% | 3.7k | 302.48 |
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| Consolidated Edison (ED) | 0.2 | $1.1M | +14% | 9.8k | 113.19 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.1M | 2.2k | 491.63 |
|
|
| Cisco Systems (CSCO) | 0.2 | $1.1M | +12% | 14k | 77.59 |
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| Bank of America Corporation (BAC) | 0.2 | $1.1M | +24% | 22k | 48.75 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $1.1M | +41% | 7.2k | 146.61 |
|
| Wells Fargo & Company (WFC) | 0.2 | $1.0M | +12% | 13k | 79.61 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.0M | -31% | 5.4k | 191.94 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $1.0M | 9.8k | 106.01 |
|
|
| Etf Ser Solutions Clearshs Ultra (OPER) | 0.2 | $1.0M | NEW | 10k | 100.08 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.0M | +32% | 18k | 56.68 |
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| Trane Technologies SHS (TT) | 0.2 | $996k | +8% | 2.4k | 416.74 |
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| Walt Disney Company Call Option (DIS) | 0.2 | $994k | +61% | 10k | 96.38 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.2 | $980k | 9.5k | 103.13 |
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| Ab Active Etfs High Yield Etf (HYFI) | 0.2 | $909k | -19% | 24k | 37.19 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.2 | $906k | 19k | 47.54 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $906k | 17k | 52.54 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $885k | +8% | 16k | 54.05 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $880k | +37% | 2.1k | 426.33 |
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| Zoetis Cl A (ZTS) | 0.2 | $843k | +53% | 7.1k | 118.21 |
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| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.2 | $816k | -11% | 135k | 6.05 |
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| Tidal Trust Ii Defiance Ai & Pw (AIPO) | 0.2 | $809k | +2% | 32k | 24.96 |
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| Oneok (OKE) | 0.2 | $807k | +2% | 8.9k | 90.39 |
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| Purecycle Technologies (PCT) | 0.2 | $803k | -24% | 155k | 5.19 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.2 | $778k | +33% | 17k | 46.53 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $766k | +11% | 2.4k | 320.82 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $764k | 48k | 15.83 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $759k | +15% | 8.1k | 93.98 |
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| American Electric Power Company (AEP) | 0.1 | $759k | +12% | 5.8k | 131.09 |
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| At&t (T) | 0.1 | $739k | +14% | 26k | 28.99 |
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| Booking Holdings (BKNG) | 0.1 | $733k | +29% | 174.00 | 4210.32 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $729k | +17% | 3.8k | 194.14 |
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| Ge Aerospace Com New (GE) | 0.1 | $704k | +11% | 2.5k | 283.80 |
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| Coca-Cola Company (KO) | 0.1 | $704k | +14% | 9.3k | 76.05 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $698k | 5.3k | 132.90 |
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| Abbott Laboratories (ABT) | 0.1 | $692k | -5% | 6.7k | 102.67 |
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| Eaton Corp SHS (ETN) | 0.1 | $679k | +10% | 1.9k | 357.67 |
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| Sixth Street Specialty Lending (TSLX) | 0.1 | $670k | +5% | 36k | 18.38 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $650k | +5% | 17k | 39.43 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $647k | +11% | 1.4k | 446.53 |
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| Pfizer (PFE) | 0.1 | $646k | -2% | 23k | 28.08 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $637k | -16% | 8.3k | 77.18 |
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| Applied Materials (AMAT) | 0.1 | $634k | -7% | 1.9k | 341.73 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $633k | +32% | 3.0k | 213.66 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $630k | +6% | 8.1k | 77.47 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $617k | +20% | 26k | 23.69 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $612k | +3% | 2.3k | 261.92 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $609k | 1.9k | 313.81 |
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| Yum! Brands (YUM) | 0.1 | $606k | 3.9k | 155.49 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $601k | NEW | 6.0k | 99.97 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $601k | NEW | 6.6k | 91.64 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $601k | -17% | 2.4k | 250.54 |
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| PNC Financial Services (PNC) | 0.1 | $598k | +23% | 2.9k | 208.09 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $563k | -3% | 7.2k | 78.45 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $549k | 6.5k | 84.52 |
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| Amphenol Corp Cl A (APH) | 0.1 | $537k | -13% | 4.2k | 126.35 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $519k | 841.00 | 616.76 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $518k | 1.4k | 367.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $512k | +6% | 7.6k | 67.53 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $512k | -18% | 6.2k | 81.98 |
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| CSX Corporation (CSX) | 0.1 | $512k | +3% | 13k | 41.05 |
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| Cummins (CMI) | 0.1 | $509k | +24% | 946.00 | 538.02 |
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| O'reilly Automotive (ORLY) | 0.1 | $487k | +49% | 5.3k | 92.30 |
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| Akamai Technologies (AKAM) | 0.1 | $484k | 4.2k | 114.84 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $477k | +4% | 4.9k | 98.38 |
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| Exelon Corporation (EXC) | 0.1 | $469k | +17% | 9.6k | 49.02 |
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| Entergy Corporation (ETR) | 0.1 | $468k | 4.2k | 112.35 |
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| salesforce (CRM) | 0.1 | $461k | +5% | 2.5k | 186.65 |
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| Wabtec Corporation (WAB) | 0.1 | $458k | -4% | 1.8k | 249.91 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $457k | +21% | 992.00 | 460.84 |
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| Gilead Sciences (GILD) | 0.1 | $457k | +22% | 3.3k | 139.37 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $456k | 3.0k | 152.75 |
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| ON Semiconductor (ON) | 0.1 | $455k | 7.3k | 61.92 |
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| Target Corporation (TGT) | 0.1 | $451k | +3% | 3.7k | 121.20 |
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| Citigroup Com New (C) | 0.1 | $441k | +97% | 3.9k | 113.40 |
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| CVS Caremark Corporation (CVS) | 0.1 | $438k | +47% | 6.1k | 71.82 |
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| Blackrock (BLK) | 0.1 | $424k | 441.00 | 960.63 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $419k | -6% | 3.5k | 118.62 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $417k | 1.2k | 337.83 |
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| United Sts Commodity Index F Cm Rep Copp Fd (CPER) | 0.1 | $416k | +85% | 12k | 34.43 |
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| Altria (MO) | 0.1 | $409k | -26% | 6.2k | 65.99 |
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| Old Republic International Corporation (ORI) | 0.1 | $402k | +32% | 10k | 39.90 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $397k | 8.6k | 46.23 |
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| First Tr Exch Traded Fd Iii New York Muni (FMNY) | 0.1 | $395k | +33% | 15k | 26.43 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $393k | +15% | 1.6k | 244.18 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $379k | 15k | 24.80 |
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| Southern Company (SO) | 0.1 | $377k | +21% | 3.9k | 96.52 |
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| Kkr & Co (KKR) | 0.1 | $374k | +32% | 4.0k | 92.50 |
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| Micron Technology (MU) | 0.1 | $373k | NEW | 1.1k | 337.84 |
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| Advanced Micro Devices (AMD) | 0.1 | $369k | +28% | 1.8k | 203.40 |
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| Sherwin-Williams Company (SHW) | 0.1 | $367k | NEW | 1.1k | 320.64 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $366k | +21% | 6.2k | 59.03 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $366k | +37% | 6.3k | 57.64 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $363k | NEW | 5.3k | 68.14 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $360k | 7.2k | 49.81 |
|
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.1 | $358k | 19k | 18.82 |
|
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| Constellation Energy (CEG) | 0.1 | $356k | -9% | 1.3k | 279.33 |
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| Truist Financial Corp equities (TFC) | 0.1 | $353k | +21% | 7.7k | 45.97 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $352k | +80% | 901.00 | 390.47 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $348k | NEW | 4.7k | 73.64 |
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| Danaher Corporation (DHR) | 0.1 | $343k | +58% | 1.8k | 189.60 |
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| Black Hills Corporation (BKH) | 0.1 | $343k | 4.9k | 69.41 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $340k | NEW | 2.1k | 161.69 |
|
| Cigna Corp (CI) | 0.1 | $336k | NEW | 1.3k | 266.75 |
|
| Southstate Bk Corp (SSB) | 0.1 | $336k | NEW | 3.6k | 92.52 |
|
| PPG Industries (PPG) | 0.1 | $334k | NEW | 3.1k | 106.88 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $334k | -6% | 3.8k | 88.70 |
|
| General Dynamics Corporation (GD) | 0.1 | $333k | NEW | 970.00 | 343.18 |
|
| Automatic Data Processing (ADP) | 0.1 | $328k | 1.6k | 203.19 |
|
|
| Kinder Morgan (KMI) | 0.1 | $328k | +7% | 9.8k | 33.53 |
|
| Norfolk Southern (NSC) | 0.1 | $327k | -2% | 1.1k | 286.88 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $327k | NEW | 3.5k | 94.24 |
|
| Monster Beverage Corp (MNST) | 0.1 | $326k | NEW | 4.5k | 72.46 |
|
| Kraft Heinz (KHC) | 0.1 | $326k | NEW | 15k | 22.49 |
|
| Metropcs Communications (TMUS) | 0.1 | $326k | +44% | 1.6k | 210.03 |
|
| America's Car-Mart (CRMT) | 0.1 | $323k | +24% | 25k | 12.73 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $322k | -21% | 1.6k | 198.28 |
|
| Illumina (ILMN) | 0.1 | $317k | +16% | 2.6k | 123.26 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $316k | 1.4k | 218.78 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $314k | NEW | 2.5k | 126.28 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $312k | -3% | 4.1k | 76.53 |
|
| Simon Property (SPG) | 0.1 | $311k | 1.7k | 186.53 |
|
|
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.1 | $310k | 8.6k | 36.20 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $309k | NEW | 20k | 15.65 |
|
| Regions Financial Corporation (RF) | 0.1 | $309k | NEW | 12k | 26.12 |
|
| Ameris Ban (ABCB) | 0.1 | $307k | NEW | 3.9k | 77.99 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $300k | 12k | 24.88 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $297k | -5% | 5.0k | 59.15 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $290k | NEW | 1.0k | 283.74 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $289k | 7.9k | 36.75 |
|
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $287k | 6.4k | 44.87 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $287k | 747.00 | 383.54 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $286k | +89% | 1.2k | 243.14 |
|
| Clean Harbors (CLH) | 0.1 | $284k | NEW | 989.00 | 286.73 |
|
| Enbridge (ENB) | 0.1 | $284k | 5.2k | 54.04 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $283k | +52% | 1.0k | 277.87 |
|
| Qualcomm (QCOM) | 0.1 | $283k | NEW | 2.2k | 128.78 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $283k | +5% | 3.0k | 93.66 |
|
| Ross Stores (ROST) | 0.1 | $281k | NEW | 1.3k | 216.59 |
|
| Cardinal Health (CAH) | 0.1 | $281k | NEW | 1.3k | 211.31 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $275k | +19% | 2.4k | 113.09 |
|
| Marvell Technology (MRVL) | 0.1 | $274k | +7% | 2.8k | 99.03 |
|
| Stryker Corporation (SYK) | 0.1 | $274k | +8% | 833.00 | 328.73 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $274k | NEW | 2.2k | 126.66 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $269k | NEW | 9.4k | 28.71 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $267k | NEW | 616.00 | 433.97 |
|
| Nortonlifelock (GEN) | 0.1 | $266k | +11% | 14k | 18.83 |
|
| Servicenow (NOW) | 0.1 | $266k | NEW | 2.5k | 104.55 |
|
| Skyworks Solutions (SWKS) | 0.1 | $266k | NEW | 5.0k | 53.55 |
|
| 10x Genomics Cl A Com (TXG) | 0.1 | $265k | NEW | 13k | 21.23 |
|
| Us Bancorp Com New (USB) | 0.1 | $265k | NEW | 5.1k | 52.01 |
|
| Essex Property Trust (ESS) | 0.1 | $264k | NEW | 1.1k | 242.00 |
|
| CF Industries Holdings (CF) | 0.1 | $262k | NEW | 2.0k | 129.84 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $259k | 18k | 14.37 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $259k | +19% | 582.00 | 444.40 |
|
| Fingermotion (FNGR) | 0.0 | $258k | +54% | 260k | 0.99 |
|
| Prudential Financial (PRU) | 0.0 | $258k | +36% | 2.6k | 97.69 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $258k | NEW | 936.00 | 275.18 |
|
| Mid-America Apartment (MAA) | 0.0 | $255k | NEW | 2.1k | 122.12 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $255k | NEW | 4.3k | 59.19 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $252k | 1.5k | 168.90 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $250k | NEW | 3.6k | 69.75 |
|
| Dollar Tree (DLTR) | 0.0 | $246k | NEW | 2.2k | 109.51 |
|
| Intel Corporation (INTC) | 0.0 | $246k | -2% | 5.6k | 44.13 |
|
| Kroger (KR) | 0.0 | $246k | NEW | 3.4k | 72.36 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $246k | NEW | 2.1k | 118.61 |
|
| Nucor Corporation (NUE) | 0.0 | $245k | NEW | 1.5k | 169.14 |
|
| Ingredion Incorporated (INGR) | 0.0 | $245k | NEW | 2.2k | 112.66 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $245k | NEW | 2.7k | 90.54 |
|
| Edwards Lifesciences (EW) | 0.0 | $244k | NEW | 3.0k | 80.08 |
|
| Driven Brands Hldgs (DRVN) | 0.0 | $240k | 19k | 12.61 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $239k | 2.5k | 94.56 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $239k | NEW | 9.8k | 24.28 |
|
| Iqvia Holdings (IQV) | 0.0 | $239k | +33% | 1.4k | 170.54 |
|
| Unilever Spon Adr New (UL) | 0.0 | $238k | -2% | 4.2k | 56.97 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $235k | NEW | 1.9k | 120.81 |
|
| Edison International (EIX) | 0.0 | $232k | NEW | 3.2k | 73.18 |
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $232k | NEW | 24k | 9.60 |
|
| Cintas Corporation (CTAS) | 0.0 | $232k | NEW | 1.4k | 169.14 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $231k | NEW | 175.00 | 1320.83 |
|
| Synopsys (SNPS) | 0.0 | $230k | NEW | 581.00 | 396.48 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $229k | +6% | 1.8k | 124.31 |
|
| Dillards Cl A (DDS) | 0.0 | $229k | 400.00 | 572.11 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $227k | NEW | 1.4k | 164.53 |
|
| Match Group (MTCH) | 0.0 | $226k | NEW | 7.4k | 30.71 |
|
| WESCO International (WCC) | 0.0 | $226k | NEW | 826.00 | 273.62 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $226k | NEW | 3.8k | 58.78 |
|
| American Tower Reit (AMT) | 0.0 | $225k | 1.3k | 172.59 |
|
|
| Webster Financial Corporation (WBS) | 0.0 | $223k | -9% | 3.2k | 69.42 |
|
| Cirrus Logic (CRUS) | 0.0 | $223k | NEW | 1.5k | 144.62 |
|
| FedEx Corporation (FDX) | 0.0 | $223k | NEW | 626.00 | 355.91 |
|
| Illinois Tool Works (ITW) | 0.0 | $223k | NEW | 855.00 | 260.29 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.0 | $222k | NEW | 4.8k | 46.19 |
|
| G-III Apparel (GIII) | 0.0 | $222k | 8.0k | 27.70 |
|
|
| Ab Active Etfs Emerging Mkts Op (EMOP) | 0.0 | $222k | NEW | 5.1k | 43.82 |
|
| Biogen Idec (BIIB) | 0.0 | $220k | NEW | 1.2k | 183.33 |
|
| Masco Corporation (MAS) | 0.0 | $220k | NEW | 3.6k | 60.37 |
|
| Dell Technologies CL C (DELL) | 0.0 | $219k | NEW | 1.3k | 164.13 |
|
| Itt (ITT) | 0.0 | $219k | NEW | 1.1k | 190.53 |
|
| News Corp Cl A (NWSA) | 0.0 | $217k | NEW | 8.7k | 24.93 |
|
| Iron Mountain (IRM) | 0.0 | $217k | NEW | 2.1k | 102.14 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $213k | NEW | 4.9k | 43.82 |
|
| Crown Holdings (CCK) | 0.0 | $212k | NEW | 2.1k | 100.25 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $211k | NEW | 2.0k | 106.21 |
|
| EastGroup Properties (EGP) | 0.0 | $210k | NEW | 1.1k | 185.09 |
|
| Genuine Parts Company (GPC) | 0.0 | $210k | NEW | 2.0k | 105.77 |
|
| Anthem (ELV) | 0.0 | $209k | NEW | 715.00 | 292.75 |
|
| Autodesk (ADSK) | 0.0 | $208k | NEW | 870.00 | 239.40 |
|
| Progressive Corporation (PGR) | 0.0 | $207k | NEW | 1.0k | 198.24 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $205k | NEW | 597.00 | 343.99 |
|
| Tempur-Pedic International (SGI) | 0.0 | $205k | +5% | 2.8k | 73.92 |
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $205k | NEW | 1.5k | 138.94 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $204k | NEW | 2.8k | 72.55 |
|
| Curtiss-Wright (CW) | 0.0 | $204k | NEW | 300.00 | 681.12 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $204k | 14k | 14.28 |
|
|
| Dollar General (DG) | 0.0 | $203k | NEW | 1.7k | 118.71 |
|
| Eversource Energy (ES) | 0.0 | $203k | NEW | 2.9k | 69.28 |
|
| Dynatrace Com New (DT) | 0.0 | $203k | NEW | 5.5k | 36.98 |
|
| L3harris Technologies (LHX) | 0.0 | $202k | NEW | 586.00 | 345.16 |
|
| National Retail Properties (NNN) | 0.0 | $202k | NEW | 4.8k | 42.03 |
|
| Lowe's Companies (LOW) | 0.0 | $202k | NEW | 854.00 | 236.28 |
|
| Fortinet (FTNT) | 0.0 | $202k | NEW | 2.5k | 81.73 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $201k | NEW | 3.1k | 64.07 |
|
| eBay (EBAY) | 0.0 | $201k | NEW | 2.2k | 91.02 |
|
| Fox Corp Cl B Com (FOX) | 0.0 | $201k | NEW | 3.8k | 53.10 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $200k | 432.00 | 463.19 |
|
|
| Quantum Biopharma Cl B Sub Vtg Shs (QNTM) | 0.0 | $199k | NEW | 41k | 4.83 |
|
| ConAgra Foods (CAG) | 0.0 | $174k | NEW | 11k | 15.72 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $168k | 34k | 5.03 |
|
|
| Terawulf (WULF) | 0.0 | $151k | 11k | 14.43 |
|
|
| Ford Motor Company (F) | 0.0 | $124k | NEW | 11k | 11.54 |
|
| Compugen Ord (CGEN) | 0.0 | $117k | +10% | 55k | 2.13 |
|
| Flowers Foods (FLO) | 0.0 | $112k | NEW | 14k | 8.15 |
|
| Blaize Hldgs (BZAI) | 0.0 | $108k | 59k | 1.82 |
|
|
| Putnam Etf Trust Franklin Ny Muni (FTNY) | 0.0 | $82k | -11% | 11k | 7.80 |
|
| Enovix Corp (ENVX) | 0.0 | $52k | 10k | 5.18 |
|
|
| Microalgo Shs Cl A (MLGO) | 0.0 | $52k | 15k | 3.48 |
|
|
| D Fluidigm Corp Del (LAB) | 0.0 | $23k | NEW | 25k | 0.92 |
|
| Microvast Holdings (MVST) | 0.0 | $23k | 15k | 1.50 |
|
|
| Wimi Hologram Cloud Ord Shs Cl B New (WIMI) | 0.0 | $19k | 10k | 1.92 |
|
|
| Geron Corporation (GERN) | 0.0 | $15k | 10k | 1.49 |
|
Past Filings by Platform Technology Partners
SEC 13F filings are viewable for Platform Technology Partners going back to 2020
- 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
- Platform Technology Partners 2022 Q1 filed May 3, 2022