Platform Technology Partners

Platform Technology Partners as of March 31, 2022

Portfolio Holdings for Platform Technology Partners

Platform Technology Partners holds 217 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.8 $23M 129k 174.61
Microsoft Corporation (MSFT) 5.3 $11M 36k 308.32
Amazon (AMZN) 3.1 $6.5M 2.0k 3259.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $6.0M 76k 78.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $4.2M 9.4k 451.66
Apollo Global Mgmt (APO) 2.0 $4.2M 68k 61.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $4.2M 12k 352.92
JPMorgan Chase & Co. (JPM) 1.6 $3.3M 24k 136.31
Pfizer (PFE) 1.6 $3.2M 62k 51.77
Ishares Tr Core S&p500 Etf (IVV) 1.6 $3.2M 7.1k 453.70
Alphabet Cap Stk Cl C (GOOG) 1.5 $3.1M 1.1k 2792.61
Meta Platforms Cl A (META) 1.4 $2.9M 13k 222.36
Johnson & Johnson (JNJ) 1.4 $2.9M 16k 177.23
Union Pacific Corporation (UNP) 1.3 $2.7M 9.9k 273.23
Vanguard World Mega Grwth Ind (MGK) 1.2 $2.4M 10k 235.44
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $2.4M 21k 112.23
Visa Com Cl A (V) 1.1 $2.3M 11k 221.77
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.3M 823.00 2781.29
Pepsi (PEP) 1.0 $2.1M 12k 167.41
Blackstone Group Inc Com Cl A (BX) 0.9 $1.9M 15k 126.91
Raytheon Technologies Corp (RTX) 0.9 $1.9M 19k 99.05
Bristol Myers Squibb (BMY) 0.9 $1.9M 26k 73.03
Chevron Corporation (CVX) 0.9 $1.8M 11k 162.81
Tesla Motors (TSLA) 0.9 $1.8M 1.7k 1077.38
Procter & Gamble Company (PG) 0.9 $1.8M 12k 152.78
Driven Brands Hldgs (DRVN) 0.9 $1.8M 69k 26.29
McDonald's Corporation (MCD) 0.9 $1.8M 7.3k 247.23
Abbott Laboratories (ABT) 0.9 $1.8M 15k 118.38
Nike CL B (NKE) 0.8 $1.7M 13k 134.52
Mastercard Incorporated Cl A (MA) 0.8 $1.7M 4.7k 357.46
Abbvie (ABBV) 0.8 $1.7M 10k 162.15
Walt Disney Company (DIS) 0.8 $1.7M 12k 137.14
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.8 $1.6M 32k 51.19
UnitedHealth (UNH) 0.8 $1.6M 3.2k 509.88
Home Depot (HD) 0.8 $1.6M 5.4k 299.42
Costco Wholesale Corporation (COST) 0.8 $1.6M 2.7k 575.75
NVIDIA Corporation (NVDA) 0.8 $1.6M 5.7k 272.89
Chubb (CB) 0.7 $1.6M 7.3k 213.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.5M 3.6k 415.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.5M 4.1k 362.48
Verizon Communications (VZ) 0.7 $1.5M 29k 50.94
Goldman Sachs (GS) 0.6 $1.3M 4.1k 330.13
Williams Companies (WMB) 0.6 $1.3M 38k 33.41
Wisdomtree Tr Us Smallcap Divd (DES) 0.6 $1.3M 40k 31.87
Honeywell International (HON) 0.6 $1.2M 6.3k 194.57
Medtronic SHS (MDT) 0.6 $1.2M 11k 111.00
Automatic Data Processing (ADP) 0.6 $1.2M 5.1k 227.62
Wal-Mart Stores (WMT) 0.6 $1.2M 7.8k 148.93
Charles Schwab Corporation (SCHW) 0.5 $1.1M 14k 84.32
Ishares Tr Select Divid Etf (DVY) 0.5 $1.1M 8.8k 128.17
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $1.1M 17k 65.72
Vanguard Index Fds Value Etf (VTV) 0.5 $1.1M 7.4k 147.80
Starbucks Corporation (SBUX) 0.5 $1.1M 12k 90.93
Amgen (AMGN) 0.5 $1.1M 4.5k 241.81
S&p Global (SPGI) 0.5 $1.1M 2.6k 410.19
Merck & Co (MRK) 0.5 $1.0M 13k 82.04
ConocoPhillips (COP) 0.5 $992k 9.9k 100.00
Target Corporation (TGT) 0.5 $974k 4.6k 212.25
Oracle Corporation (ORCL) 0.5 $945k 11k 82.73
Zoetis Cl A (ZTS) 0.4 $929k 4.9k 188.63
Bank of America Corporation (BAC) 0.4 $892k 22k 41.24
Boeing Company (BA) 0.4 $863k 4.5k 191.56
Colgate-Palmolive Company (CL) 0.4 $861k 11k 75.81
Paypal Holdings (PYPL) 0.4 $826k 7.1k 115.62
Natixis Etf Tr Loomis Sayles (LSST) 0.4 $822k 34k 24.22
TJX Companies (TJX) 0.4 $815k 13k 60.61
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $801k 8.4k 94.89
Constellation Brands Cl A (STZ) 0.4 $793k 3.4k 230.46
Exxon Mobil Corporation (XOM) 0.4 $792k 9.6k 82.62
J P Morgan Exchange-traded F Short Dura Core (JSCP) 0.4 $770k 16k 47.81
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $766k 17k 44.40
Canadian Pacific Railway 0.4 $763k 9.2k 82.57
CSX Corporation (CSX) 0.4 $753k 20k 37.43
Telesat Corp Cl A & Cl B Shs (TSAT) 0.4 $753k 46k 16.51
Select Sector Spdr Tr Energy (XLE) 0.4 $738k 9.7k 76.43
American Express Company (AXP) 0.4 $729k 3.9k 187.12
Consolidated Edison (ED) 0.4 $729k 7.7k 94.72
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $726k 65k 11.19
Cdw (CDW) 0.3 $719k 4.0k 178.99
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $701k 1.4k 490.21
Iqvia Holdings (IQV) 0.3 $701k 3.0k 231.12
salesforce (CRM) 0.3 $691k 3.3k 212.22
Exelon Corporation (EXC) 0.3 $691k 15k 47.61
3M Company (MMM) 0.3 $691k 4.6k 148.79
Enterprise Products Partners (EPD) 0.3 $688k 27k 25.81
Amphenol Corp Cl A (APH) 0.3 $662k 8.8k 75.31
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $639k 5.9k 108.36
Accenture Plc Ireland Shs Class A (ACN) 0.3 $635k 1.9k 337.23
Kimberly-Clark Corporation (KMB) 0.3 $633k 5.1k 123.13
Airbnb Com Cl A (ABNB) 0.3 $631k 3.7k 171.79
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $628k 13k 47.02
Spdr Gold Tr Gold Shs (GLD) 0.3 $628k 3.5k 180.77
Dominion Resources (D) 0.3 $604k 7.1k 85.03
Caterpillar (CAT) 0.3 $595k 2.7k 222.93
Paramount Global Class B Com (PARA) 0.3 $585k 16k 37.81
Black Hills Corporation (BKH) 0.3 $575k 7.5k 76.97
Stanley Black & Decker (SWK) 0.3 $574k 4.1k 139.86
Clorox Company (CLX) 0.3 $573k 4.1k 138.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $565k 2.5k 227.55
Cisco Systems (CSCO) 0.3 $557k 10k 55.76
Broadridge Financial Solutions (BR) 0.3 $551k 3.5k 155.65
American Tower Reit (AMT) 0.3 $541k 2.2k 251.28
Akamai Technologies (AKAM) 0.3 $525k 4.4k 119.32
Eli Lilly & Co. (LLY) 0.3 $523k 1.8k 286.58
ClearBridge Energy MLP Fund (EMO) 0.3 $521k 19k 28.18
Verisk Analytics (VRSK) 0.2 $518k 2.4k 214.76
Wrap Technologies (WRAP) 0.2 $508k 188k 2.70
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $504k 10k 48.98
Capital One Financial (COF) 0.2 $496k 3.8k 131.39
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $488k 26k 19.04
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.2 $481k 8.2k 58.95
Wells Fargo & Company (WFC) 0.2 $480k 9.9k 48.49
Yum! Brands (YUM) 0.2 $475k 4.0k 118.57
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $469k 4.3k 107.87
Palantir Technologies Cl A (PLTR) 0.2 $451k 33k 13.73
Nextera Energy (NEE) 0.2 $434k 5.1k 84.70
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $431k 1.7k 260.90
Plby Group Ord (PLBY) 0.2 $427k 33k 13.10
American Electric Power Company (AEP) 0.2 $413k 4.1k 99.66
International Business Machines (IBM) 0.2 $409k 3.1k 129.92
At&t (T) 0.2 $407k 17k 23.63
Investors Ban 0.2 $396k 27k 14.95
Invesco Actively Managed Etf S&p500 Downsid (PHDG) 0.2 $394k 11k 36.11
PNC Financial Services (PNC) 0.2 $391k 2.1k 184.43
Twitter 0.2 $389k 10k 38.68
Comcast Corp Cl A (CMCSA) 0.2 $386k 8.2k 46.81
Lockheed Martin Corporation (LMT) 0.2 $379k 858.00 441.72
Mondelez Intl Cl A (MDLZ) 0.2 $375k 6.0k 62.71
Booking Holdings (BKNG) 0.2 $366k 156.00 2346.15
Aptiv SHS (APTV) 0.2 $357k 3.0k 119.80
Southern Company (SO) 0.2 $355k 4.9k 72.51
General Electric Com New (GE) 0.2 $349k 3.8k 91.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $347k 1.2k 277.82
Webster Financial Corporation (WBS) 0.2 $347k 6.2k 56.19
United Parcel Service CL B (UPS) 0.2 $344k 1.6k 214.73
Adobe Systems Incorporated (ADBE) 0.2 $344k 755.00 455.63
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $342k 3.2k 108.16
Intel Corporation (INTC) 0.2 $341k 6.9k 49.51
SVB Financial (SIVBQ) 0.2 $339k 606.00 559.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $333k 2.0k 166.08
Nortonlifelock (GEN) 0.2 $327k 12k 26.53
Stericycle (SRCL) 0.2 $325k 5.5k 58.83
Phasebio Pharmaceuticals (PHASQ) 0.2 $320k 243k 1.32
Coca-Cola Company (KO) 0.2 $318k 5.1k 61.95
Etf Ser Solutions Nationwide Nasdq (NUSI) 0.2 $318k 13k 24.55
Duke Energy Corp Com New (DUK) 0.1 $291k 2.6k 111.49
Penn National Gaming (PENN) 0.1 $290k 6.8k 42.39
Expedia Group Com New (EXPE) 0.1 $280k 1.4k 195.67
Qualtrics Intl Com Cl A 0.1 $279k 9.8k 28.58
Edwards Lifesciences (EW) 0.1 $277k 2.4k 117.72
Biogen Idec (BIIB) 0.1 $277k 1.3k 210.65
Constellation Energy (CEG) 0.1 $272k 4.8k 56.23
Unilever Spon Adr New (UL) 0.1 $269k 5.9k 45.52
Novartis Sponsored Adr (NVS) 0.1 $269k 3.1k 87.71
BlackRock (BLK) 0.1 $267k 349.00 765.04
Sarepta Therapeutics (SRPT) 0.1 $266k 3.4k 78.12
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $250k 4.2k 60.10
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $250k 11k 21.91
Cooper Cos Com New 0.1 $248k 595.00 416.81
Iridium Communications (IRDM) 0.1 $238k 5.9k 40.34
Metropcs Communications (TMUS) 0.1 $234k 1.8k 128.08
Gamida Cell SHS (GMDA) 0.1 $231k 56k 4.15
Trane Technologies SHS (TT) 0.1 $229k 1.5k 152.67
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $229k 962.00 238.05
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $228k 11k 20.88
CVS Caremark Corporation (CVS) 0.1 $227k 2.2k 101.34
Vanguard Index Fds Small Cp Etf (VB) 0.1 $220k 1.0k 212.15
EXACT Sciences Corporation (EXAS) 0.1 $220k 3.1k 70.00
Sempra Energy (SRE) 0.1 $219k 1.3k 168.33
Blackrock N Y Mun Income Tru Sh Ben Int (BNY) 0.1 $217k 18k 12.15
Cigna Corp (CI) 0.1 $213k 888.00 239.86
Intuitive Surgical Com New (ISRG) 0.1 $213k 706.00 301.70
Chewy Cl A (CHWY) 0.1 $212k 5.2k 40.78
Pet Acquisition LLC -Class A (WOOF) 0.1 $211k 11k 19.53
FirstEnergy (FE) 0.1 $209k 4.6k 45.79
Skyworks Solutions (SWKS) 0.1 $208k 1.6k 132.99
Snowflake Cl A (SNOW) 0.1 $207k 904.00 228.98
Etf Managers Tr Prime Junir Slvr 0.1 $204k 15k 14.06
Citigroup Com New (C) 0.1 $201k 3.8k 53.51
Novo-nordisk A S Adr (NVO) 0.1 $201k 1.8k 110.99
Philip Morris International (PM) 0.1 $200k 2.1k 93.94
Kayne Anderson MLP Investment (KYN) 0.1 $191k 21k 9.24
BlackRock MuniHoldings New York Insured (MHN) 0.1 $182k 14k 12.80
Ford Motor Company (F) 0.1 $172k 10k 16.89
Blade Air Mobility Cl A Com (BLDE) 0.1 $166k 20k 8.50
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $134k 12k 11.57
Cuentas Com New 0.1 $129k 100k 1.29
Innodata Com New (INOD) 0.1 $129k 18k 7.01
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.1 $127k 48k 2.64
Synaptogenix Com New (SNPX) 0.1 $124k 16k 7.73
Matinas Biopharma Holdings, In (MTNB) 0.1 $115k 142k 0.81
Nokia Corp Sponsored Adr (NOK) 0.1 $108k 20k 5.48
Kayne Anderson Mdstm Energy 0.0 $103k 12k 8.57
Cuentas *w Exp 02/04/202 (CUENW) 0.0 $98k 327k 0.30
Pitney Bowes (PBI) 0.0 $96k 19k 5.20
Bionano Genomics 0.0 $81k 32k 2.58
Opko Health (OPK) 0.0 $68k 20k 3.44
Bk Technologies Corporation 0.0 $68k 27k 2.57
Rover Group Com Cl A 0.0 $63k 11k 5.81
Aterian 0.0 $61k 25k 2.43
Nuveen Senior Income Fund 0.0 $57k 10k 5.63
Saba Capital Income & Oprnt Shares 0.0 $54k 12k 4.50
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $49k 20k 2.42
Widepoint Corp Common (WYY) 0.0 $48k 13k 3.78
Nano Dimension Sponsord Ads New (NNDM) 0.0 $45k 13k 3.60
Ouster 0.0 $45k 10k 4.50
Surface Oncology 0.0 $32k 11k 2.91
Vinco Ventures 0.0 $32k 10k 3.20
Emagin Corp Com New 0.0 $30k 26k 1.15
Enthusiast Gaming Hldgs (EGLXF) 0.0 $28k 12k 2.38
Therapeuticsmd 0.0 $27k 70k 0.39
Kaival Brnds Innovatns Grp I Com New 0.0 $23k 16k 1.44
Globalstar (GSAT) 0.0 $18k 13k 1.44
Corbus Pharmaceuticals Hldgs 0.0 $18k 34k 0.53
Xpresspa Group 0.0 $13k 11k 1.16
Exicure 0.0 $6.0k 30k 0.20
Evofem Biosciences 0.0 $4.0k 13k 0.31