Platform Technology Partners

Platform Technology Partners as of Dec. 31, 2022

Portfolio Holdings for Platform Technology Partners

Platform Technology Partners holds 207 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.4 $16M 125k 129.93
Microsoft Corporation (MSFT) 4.8 $9.2M 38k 239.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.0 $5.8M 77k 75.54
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.3 $4.5M 55k 81.17
Amazon (AMZN) 2.2 $4.2M 50k 84.00
Apollo Global Mgmt (APO) 2.1 $4.1M 64k 63.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $3.7M 12k 308.90
JPMorgan Chase & Co. (JPM) 1.8 $3.4M 25k 134.10
Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $3.3M 45k 74.32
Pfizer (PFE) 1.7 $3.2M 63k 51.24
Johnson & Johnson (JNJ) 1.6 $3.1M 18k 176.65
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.4 $2.8M 155k 17.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.7M 7.2k 382.44
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 1.4 $2.6M 57k 46.29
Pepsi (PEP) 1.2 $2.4M 13k 180.66
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $2.3M 21k 108.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.1M 6.0k 351.33
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.0M 23k 88.73
Chevron Corporation (CVX) 1.0 $2.0M 11k 179.49
Union Pacific Corporation (UNP) 1.0 $2.0M 9.6k 207.07
Vanguard World Mega Grwth Ind (MGK) 1.0 $2.0M 11k 172.07
Raytheon Technologies Corp (RTX) 1.0 $2.0M 20k 100.92
Visa Com Cl A (V) 1.0 $1.9M 9.1k 207.77
McDonald's Corporation (MCD) 1.0 $1.9M 7.1k 263.52
Procter & Gamble Company (PG) 1.0 $1.9M 12k 151.56
Bristol Myers Squibb (BMY) 0.9 $1.8M 25k 71.95
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.8M 4.6k 384.21
Ab Active Etfs Tax Aware Shrt (TAFI) 0.9 $1.8M 70k 24.99
Home Depot (HD) 0.9 $1.7M 5.5k 315.85
UnitedHealth (UNH) 0.9 $1.7M 3.2k 530.15
Chubb (CB) 0.9 $1.6M 7.5k 220.61
Mastercard Incorporated Cl A (MA) 0.8 $1.6M 4.7k 347.74
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.6M 19k 88.23
Driven Brands Hldgs (DRVN) 0.8 $1.6M 60k 27.31
Abbvie (ABBV) 0.8 $1.6M 9.7k 161.61
Costco Wholesale Corporation (COST) 0.8 $1.5M 3.2k 456.55
Abbott Laboratories (ABT) 0.8 $1.5M 13k 109.79
Goldman Sachs (GS) 0.7 $1.4M 4.2k 343.41
Honeywell International (HON) 0.7 $1.4M 6.7k 214.30
Merck & Co (MRK) 0.7 $1.4M 13k 110.95
Meta Platforms Cl A (META) 0.7 $1.4M 12k 120.34
Amgen (AMGN) 0.7 $1.4M 5.3k 262.65
Starbucks Corporation (SBUX) 0.7 $1.4M 14k 99.20
Exxon Mobil Corporation (XOM) 0.7 $1.4M 13k 110.30
NVIDIA Corporation (NVDA) 0.6 $1.3M 8.6k 146.13
Blackstone Group Inc Com Cl A (BX) 0.6 $1.2M 17k 74.19
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) 0.6 $1.2M 26k 46.53
Williams Companies (WMB) 0.6 $1.2M 37k 32.90
Automatic Data Processing (ADP) 0.6 $1.2M 5.1k 238.85
Nike CL B (NKE) 0.6 $1.2M 10k 117.01
ConocoPhillips (COP) 0.6 $1.2M 10k 118.00
Verizon Communications (VZ) 0.6 $1.2M 30k 39.40
Wal-Mart Stores (WMT) 0.6 $1.1M 8.1k 141.79
Wisdomtree Tr Us Smallcap Divd (DES) 0.6 $1.1M 40k 28.44
Lockheed Martin Corporation (LMT) 0.6 $1.1M 2.3k 486.54
Vanguard Index Fds Value Etf (VTV) 0.6 $1.1M 7.9k 140.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.1M 4.1k 266.27
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.6 $1.1M 24k 45.70
TJX Companies (TJX) 0.6 $1.1M 14k 79.60
Ishares Tr Select Divid Etf (DVY) 0.6 $1.1M 8.8k 120.60
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $1.1M 17k 61.95
Constellation Brands Cl A (STZ) 0.5 $1.0M 4.4k 231.74
Charles Schwab Corporation (SCHW) 0.5 $1.0M 12k 83.26
Walt Disney Company (DIS) 0.5 $988k 11k 86.88
Boeing Company (BA) 0.5 $966k 5.1k 190.47
S&p Global (SPGI) 0.5 $903k 2.7k 335.00
Colgate-Palmolive Company (CL) 0.5 $892k 11k 78.79
Oracle Corporation (ORCL) 0.5 $885k 11k 81.74
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $873k 17k 51.15
Medtronic SHS (MDT) 0.4 $856k 11k 77.72
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $826k 9.2k 89.99
Kimberly-Clark Corporation (KMB) 0.4 $768k 5.7k 135.75
Select Sector Spdr Tr Energy (XLE) 0.4 $753k 8.6k 87.47
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $737k 62k 11.87
Consolidated Edison (ED) 0.4 $725k 7.6k 95.31
Cdw (CDW) 0.4 $721k 4.0k 178.58
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $710k 17k 41.14
Canadian Pacific Railway 0.4 $689k 9.2k 74.59
Exelon Corporation (EXC) 0.4 $683k 16k 43.23
Enterprise Products Partners (EPD) 0.4 $681k 28k 24.12
Eli Lilly & Co. (LLY) 0.4 $681k 1.9k 365.87
Amphenol Corp Cl A (APH) 0.4 $678k 8.9k 76.14
Natixis Etf Tr Loomis Sayles 0.3 $671k 29k 23.59
Target Corporation (TGT) 0.3 $659k 4.4k 149.05
Clorox Company (CLX) 0.3 $619k 4.4k 140.32
Bank of America Corporation (BAC) 0.3 $611k 18k 33.12
Caterpillar (CAT) 0.3 $600k 2.5k 239.59
Rumble Com Cl A (RUM) 0.3 $599k 101k 5.95
Iqvia Holdings (IQV) 0.3 $574k 2.8k 204.89
3M Company (MMM) 0.3 $569k 4.7k 119.93
Zoetis Cl A (ZTS) 0.3 $548k 3.7k 146.55
Tesla Motors (TSLA) 0.3 $541k 4.4k 123.18
American Express Company (AXP) 0.3 $541k 3.7k 147.77
Accenture Plc Ireland Shs Class A (ACN) 0.3 $526k 2.0k 266.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $526k 2.8k 191.18
Black Hills Corporation (BKH) 0.3 $520k 7.4k 70.34
Yum! Brands (YUM) 0.3 $508k 4.0k 128.09
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $502k 12k 41.97
Paypal Holdings (PYPL) 0.3 $498k 7.0k 71.22
CSX Corporation (CSX) 0.3 $486k 16k 30.98
Broadridge Financial Solutions (BR) 0.2 $478k 3.6k 134.13
Spdr Gold Tr Gold Shs (GLD) 0.2 $470k 2.8k 169.64
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $465k 6.2k 74.55
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $460k 9.7k 47.41
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $456k 1.6k 288.78
Constellation Energy (CEG) 0.2 $449k 5.2k 86.21
Cisco Systems (CSCO) 0.2 $446k 9.4k 47.64
Nextera Energy (NEE) 0.2 $443k 5.3k 83.60
Dominion Resources (D) 0.2 $441k 7.2k 61.32
Wells Fargo & Company (WFC) 0.2 $440k 11k 41.29
International Business Machines (IBM) 0.2 $436k 3.1k 140.89
salesforce (CRM) 0.2 $435k 3.3k 132.59
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $431k 26k 16.80
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $428k 5.2k 82.48
Verisk Analytics (VRSK) 0.2 $407k 2.3k 176.42
American Electric Power Company (AEP) 0.2 $399k 4.2k 94.95
Duke Energy Corp Com New (DUK) 0.2 $398k 3.9k 102.99
Sarepta Therapeutics (SRPT) 0.2 $396k 3.1k 129.58
Mondelez Intl Cl A (MDLZ) 0.2 $392k 5.9k 66.65
Sixth Street Specialty Lending (TSLX) 0.2 $374k 21k 17.80
Akamai Technologies (AKAM) 0.2 $371k 4.4k 84.30
Coca-Cola Company (KO) 0.2 $369k 5.8k 63.61
BlackRock (BLK) 0.2 $365k 515.00 708.63
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $365k 1.8k 203.87
Biogen Idec (BIIB) 0.2 $360k 1.3k 276.92
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $359k 811.00 442.79
Ishares Tr Russell 2000 Etf (IWM) 0.2 $352k 2.0k 174.38
Capital One Financial (COF) 0.2 $349k 3.8k 92.96
At&t (T) 0.2 $346k 19k 18.41
Comcast Corp Cl A (CMCSA) 0.2 $342k 9.8k 34.97
United Parcel Service CL B (UPS) 0.2 $336k 1.9k 173.80
Unilever Spon Adr New (UL) 0.2 $333k 6.6k 50.35
Telesat Corp Cl A & Cl B Shs (TSAT) 0.2 $331k 44k 7.50
Southern Company (SO) 0.2 $331k 4.6k 71.41
CVS Caremark Corporation (CVS) 0.2 $319k 3.4k 93.18
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.2 $319k 123k 2.59
Cigna Corp (CI) 0.2 $312k 943.00 331.29
Metropcs Communications (TMUS) 0.2 $306k 2.2k 140.00
Iridium Communications (IRDM) 0.2 $303k 5.9k 51.40
Applied Materials (AMAT) 0.2 $295k 3.0k 97.39
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.1 $282k 11k 26.43
General Electric Com New (GE) 0.1 $277k 3.3k 83.79
Webster Financial Corporation (WBS) 0.1 $277k 5.9k 47.34
Vanguard Index Fds Small Cp Etf (VB) 0.1 $276k 1.5k 183.60
Airbnb Com Cl A (ABNB) 0.1 $274k 3.2k 85.50
PNC Financial Services (PNC) 0.1 $269k 1.7k 157.94
Novartis Sponsored Adr (NVS) 0.1 $267k 2.9k 90.71
Eaton Corp SHS (ETN) 0.1 $266k 1.7k 156.95
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $266k 3.2k 84.19
Snowflake Cl A (SNOW) 0.1 $265k 1.8k 143.54
Nortonlifelock (GEN) 0.1 $264k 12k 21.43
Philip Morris International (PM) 0.1 $261k 2.6k 101.22
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $259k 8.0k 32.39
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $257k 5.4k 47.78
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $256k 3.8k 67.45
First Tr Exchange-traded Limited Duration (FSIG) 0.1 $256k 14k 18.67
Trane Technologies SHS (TT) 0.1 $254k 1.5k 168.09
Novo-nordisk A S Adr (NVO) 0.1 $247k 1.8k 135.34
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $245k 4.1k 60.04
Aptiv SHS (APTV) 0.1 $241k 2.6k 93.13
Adobe Systems Incorporated (ADBE) 0.1 $235k 697.00 336.53
Edwards Lifesciences (EW) 0.1 $234k 3.1k 74.61
Air Products & Chemicals (APD) 0.1 $233k 755.00 308.26
Booking Holdings (BKNG) 0.1 $230k 114.00 2015.28
Stryker Corporation (SYK) 0.1 $221k 902.00 244.49
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $215k 1.6k 135.88
Palantir Technologies Cl A (PLTR) 0.1 $214k 33k 6.42
ClearBridge Energy MLP Fund (EMO) 0.1 $214k 7.5k 28.60
Yum China Holdings (YUMC) 0.1 $212k 3.9k 54.66
Genuine Parts Company (GPC) 0.1 $209k 1.2k 173.51
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $206k 4.6k 44.59
BlackRock MuniHoldings New York Insured (MHN) 0.1 $205k 20k 10.27
O'reilly Automotive (ORLY) 0.1 $204k 242.00 844.03
Texas Instruments Incorporated (TXN) 0.1 $204k 1.2k 165.22
Cooper Cos Com New 0.1 $203k 613.00 330.67
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $162k 13k 12.44
Kayne Anderson MLP Investment (KYN) 0.1 $147k 17k 8.56
Bk Technologies Corporation 0.1 $132k 40k 3.32
Plby Group Ord (PLBY) 0.1 $120k 44k 2.75
Ford Motor Company (F) 0.1 $117k 10k 11.63
Nokia Corp Sponsored Adr (NOK) 0.0 $92k 20k 4.64
Cuentas Com New 0.0 $91k 500k 0.18
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $89k 40k 2.20
Gamida Cell SHS 0.0 $87k 67k 1.29
Bionano Genomics 0.0 $84k 57k 1.46
Matinas Biopharma Holdings, In (MTNB) 0.0 $81k 162k 0.50
Innodata Com New (INOD) 0.0 $81k 27k 2.96
Terawulf (WULF) 0.0 $80k 120k 0.67
Kayne Anderson Mdstm Energy 0.0 $75k 10k 7.51
Pitney Bowes (PBI) 0.0 $68k 18k 3.80
Pimco High Income Com Shs (PHK) 0.0 $58k 12k 4.73
Lantronix Com New (LTRX) 0.0 $49k 11k 4.32
Widepoint Corp Common (WYY) 0.0 $49k 27k 1.82
Nuveen Senior Income Fund 0.0 $47k 10k 4.59
Rover Group Com Cl A 0.0 $40k 11k 3.67
Precision Biosciences Ord 0.0 $31k 26k 1.19
Synaptogenix Com New 0.0 $29k 25k 1.16
Yellow Corp (YELLQ) 0.0 $27k 11k 2.51
Wrap Technologies (WRAP) 0.0 $20k 12k 1.69
Crown Electrokinetics Corp Com New 0.0 $19k 100k 0.19
Cuentas *w Exp 02/04/202 (CUENW) 0.0 $17k 331k 0.05
Globalstar (GSAT) 0.0 $16k 12k 1.33
Kaival Brnds Innovatns Grp I Com New 0.0 $14k 16k 0.90
Surface Oncology 0.0 $9.0k 11k 0.82
Enthusiast Gaming Hldgs (EGLXF) 0.0 $8.6k 16k 0.55
Aterian 0.0 $8.5k 11k 0.77
Latch (LTCH) 0.0 $8.2k 12k 0.71