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 | 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 | |
| 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 | 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 | 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 | 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 |
