Platform Technology Partners

Platform Technology Partners as of March 31, 2023

Portfolio Holdings for Platform Technology Partners

Platform Technology Partners holds 210 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.2 $21M 125k 164.90
Microsoft Corporation (MSFT) 5.4 $11M 38k 288.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.6 $5.3M 73k 73.16
Amazon (AMZN) 2.5 $5.1M 49k 103.29
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.1 $4.3M 53k 82.16
Apollo Global Mgmt (APO) 2.0 $4.0M 63k 63.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $3.7M 12k 308.77
JPMorgan Chase & Co. (JPM) 1.6 $3.3M 25k 130.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.9M 7.1k 409.39
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $2.7M 36k 76.74
Johnson & Johnson (JNJ) 1.3 $2.7M 17k 155.00
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 1.3 $2.7M 57k 46.89
Pepsi (PEP) 1.3 $2.5M 14k 182.31
Pfizer (PFE) 1.2 $2.5M 61k 40.80
NVIDIA Corporation (NVDA) 1.2 $2.5M 8.9k 277.76
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.4M 23k 104.00
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.1 $2.3M 137k 16.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.2M 5.9k 376.09
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $2.2M 21k 105.50
Vanguard World Mega Grwth Ind (MGK) 1.1 $2.2M 11k 204.52
Meta Platforms Cl A (META) 1.1 $2.1M 10k 211.94
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.0M 19k 103.73
McDonald's Corporation (MCD) 1.0 $2.0M 7.1k 279.63
Visa Com Cl A (V) 1.0 $1.9M 8.6k 225.47
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.9M 4.7k 411.08
Raytheon Technologies Corp (RTX) 0.9 $1.9M 19k 97.93
Procter & Gamble Company (PG) 0.9 $1.8M 12k 148.70
Driven Brands Hldgs (DRVN) 0.9 $1.8M 60k 30.31
Union Pacific Corporation (UNP) 0.9 $1.8M 9.0k 201.26
Chevron Corporation (CVX) 0.9 $1.8M 11k 163.16
Ab Active Etfs Tax Aware Shrt (TAFI) 0.9 $1.8M 70k 25.15
Bristol Myers Squibb (BMY) 0.9 $1.7M 25k 69.31
Home Depot (HD) 0.8 $1.7M 5.7k 295.11
Mastercard Incorporated Cl A (MA) 0.8 $1.6M 4.5k 363.42
Costco Wholesale Corporation (COST) 0.8 $1.6M 3.2k 496.80
UnitedHealth (UNH) 0.8 $1.5M 3.3k 472.62
Boeing Company (BA) 0.7 $1.5M 7.0k 212.42
Blackstone Group Inc Com Cl A (BX) 0.7 $1.5M 17k 87.84
Starbucks Corporation (SBUX) 0.7 $1.5M 14k 104.13
Chubb (CB) 0.7 $1.5M 7.5k 194.19
Abbvie (ABBV) 0.7 $1.4M 8.9k 159.37
Goldman Sachs (GS) 0.7 $1.4M 4.3k 327.11
Merck & Co (MRK) 0.7 $1.3M 13k 106.39
Abbott Laboratories (ABT) 0.7 $1.3M 13k 101.26
Exxon Mobil Corporation (XOM) 0.7 $1.3M 12k 109.66
Amgen (AMGN) 0.6 $1.3M 5.3k 241.73
Nike CL B (NKE) 0.6 $1.3M 10k 122.64
Lockheed Martin Corporation (LMT) 0.6 $1.2M 2.6k 472.66
Walt Disney Company (DIS) 0.6 $1.2M 12k 100.13
Wal-Mart Stores (WMT) 0.6 $1.2M 8.1k 147.44
Honeywell International (HON) 0.6 $1.2M 6.2k 191.13
Trimtabs Etf Tr Fcf Us Qlty Etf 0.6 $1.2M 24k 48.89
Wisdomtree Tr Us Smallcap Divd (DES) 0.6 $1.1M 40k 28.56
Automatic Data Processing (ADP) 0.6 $1.1M 5.1k 222.63
Vanguard Index Fds Value Etf (VTV) 0.5 $1.1M 7.9k 138.11
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.5 $1.1M 23k 46.28
Williams Companies (WMB) 0.5 $1.1M 36k 29.86
Verizon Communications (VZ) 0.5 $1.1M 28k 38.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.1M 3.3k 320.92
TJX Companies (TJX) 0.5 $1.1M 14k 78.36
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $1.1M 17k 61.86
Tesla Motors (TSLA) 0.5 $1.0M 4.9k 207.46
Ishares Tr Select Divid Etf (DVY) 0.5 $1.0M 8.7k 117.18
Rumble Com Cl A (RUM) 0.5 $1.0M 101k 10.00
Oracle Corporation (ORCL) 0.5 $1.0M 11k 92.92
Constellation Brands Cl A (STZ) 0.5 $995k 4.4k 225.89
ConocoPhillips (COP) 0.5 $994k 10k 99.21
S&p Global (SPGI) 0.5 $982k 2.8k 344.76
Medtronic SHS (MDT) 0.5 $935k 12k 80.62
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $891k 17k 52.70
Colgate-Palmolive Company (CL) 0.4 $867k 12k 75.15
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $836k 9.2k 91.24
Cdw (CDW) 0.4 $787k 4.0k 194.89
Kimberly-Clark Corporation (KMB) 0.4 $771k 5.7k 134.22
Spdr Gold Tr Gold Shs (GLD) 0.4 $768k 4.2k 183.22
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $740k 59k 12.47
Amphenol Corp Cl A (APH) 0.4 $727k 8.9k 81.72
Consolidated Edison (ED) 0.4 $724k 7.6k 95.67
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $707k 17k 40.98
Eli Lilly & Co. (LLY) 0.3 $702k 2.0k 343.35
Clorox Company (CLX) 0.3 $693k 4.4k 158.25
Target Corporation (TGT) 0.3 $692k 4.2k 165.61
salesforce (CRM) 0.3 $689k 3.4k 199.78
Exelon Corporation (EXC) 0.3 $668k 16k 41.89
Zoetis Cl A (ZTS) 0.3 $630k 3.8k 166.44
Enterprise Products Partners (EPD) 0.3 $627k 24k 25.90
Charles Schwab Corporation (SCHW) 0.3 $623k 12k 52.38
Natixis Etf Tr Loomis Sayles 0.3 $612k 26k 23.75
American Express Company (AXP) 0.3 $604k 3.7k 164.93
Canadian Pacific Railway 0.3 $590k 7.7k 76.94
Accenture Plc Ireland Shs Class A (ACN) 0.3 $562k 2.0k 285.77
Iqvia Holdings (IQV) 0.3 $557k 2.8k 198.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $539k 12k 45.17
Yum! Brands (YUM) 0.3 $524k 4.0k 132.07
Caterpillar (CAT) 0.3 $517k 2.3k 228.84
Bank of America Corporation (BAC) 0.3 $513k 18k 28.60
Paypal Holdings (PYPL) 0.3 $508k 6.7k 75.94
Cisco Systems (CSCO) 0.2 $482k 9.2k 52.27
Nextera Energy (NEE) 0.2 $474k 6.1k 77.08
Telesat Corp Cl A & Cl B Shs (TSAT) 0.2 $470k 55k 8.60
CSX Corporation (CSX) 0.2 $469k 16k 29.94
Broadridge Financial Solutions (BR) 0.2 $464k 3.2k 146.57
At&t (T) 0.2 $461k 24k 19.25
Select Sector Spdr Tr Energy (XLE) 0.2 $459k 5.5k 82.84
Dominion Resources (D) 0.2 $458k 8.2k 55.91
Sixth Street Specialty Lending (TSLX) 0.2 $458k 25k 18.30
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $456k 1.4k 315.07
Sarepta Therapeutics (SRPT) 0.2 $450k 3.3k 137.83
Verisk Analytics (VRSK) 0.2 $442k 2.3k 191.86
Wells Fargo & Company (WFC) 0.2 $434k 12k 37.38
Airbnb Com Cl A (ABNB) 0.2 $427k 3.4k 124.40
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $417k 8.7k 47.87
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.2 $412k 132k 3.12
Constellation Energy (CEG) 0.2 $410k 5.2k 78.49
International Business Machines (IBM) 0.2 $404k 3.1k 131.10
Black Hills Corporation (BKH) 0.2 $404k 6.4k 63.10
BlackRock 0.2 $398k 595.00 669.12
Mondelez Intl Cl A (MDLZ) 0.2 $397k 5.7k 69.72
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $393k 1.9k 210.90
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $393k 4.7k 83.03
Coca-Cola Company (KO) 0.2 $385k 6.2k 62.03
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $382k 5.1k 74.71
American Electric Power Company (AEP) 0.2 $381k 4.2k 91.00
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $377k 24k 15.96
Duke Energy Corp Com New (DUK) 0.2 $373k 3.9k 96.46
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $372k 811.00 458.41
United Parcel Service CL B (UPS) 0.2 $368k 1.9k 193.95
Iridium Communications (IRDM) 0.2 $365k 5.9k 61.93
Capital One Financial (COF) 0.2 $362k 3.8k 96.16
Ishares Tr Russell 2000 Etf (IWM) 0.2 $361k 2.0k 178.36
Applied Materials (AMAT) 0.2 $360k 2.9k 122.81
Biogen Idec (BIIB) 0.2 $357k 1.3k 278.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $352k 1.7k 204.15
Novo-nordisk A S Adr (NVO) 0.2 $348k 2.2k 159.14
Cuentas (CUEN) 0.2 $348k 64k 5.47
Akamai Technologies (AKAM) 0.2 $345k 4.4k 78.30
Unilever Spon Adr New (UL) 0.2 $343k 6.6k 51.93
Southern Company (SO) 0.2 $336k 4.8k 69.58
Terawulf (WULF) 0.2 $318k 339k 0.94
General Electric Com New (GE) 0.2 $316k 3.3k 95.60
Metropcs Communications (TMUS) 0.2 $315k 2.2k 144.84
First Tr Exchange-traded Limited Duration (FSIG) 0.2 $305k 16k 18.83
Booking Holdings (BKNG) 0.1 $297k 112.00 2652.41
Comcast Corp Cl A (CMCSA) 0.1 $294k 7.7k 37.91
Eaton Corp SHS (ETN) 0.1 $291k 1.7k 171.34
Aptiv SHS (APTV) 0.1 $290k 2.6k 112.19
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $288k 5.3k 54.09
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.1 $286k 11k 26.79
Shopify Cl A (SHOP) 0.1 $282k 5.9k 47.94
Palantir Technologies Cl A (PLTR) 0.1 $282k 33k 8.45
Trane Technologies SHS (TT) 0.1 $277k 1.5k 183.98
Vanguard Index Fds Small Cp Etf (VB) 0.1 $275k 1.5k 189.51
Novartis Sponsored Adr (NVS) 0.1 $271k 2.9k 92.00
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $269k 3.2k 84.90
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $266k 3.8k 69.92
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $263k 7.5k 35.30
Edwards Lifesciences (EW) 0.1 $260k 3.1k 82.73
Stryker Corporation (SYK) 0.1 $258k 902.00 285.47
Adobe Systems Incorporated (ADBE) 0.1 $252k 653.00 385.37
CVS Caremark Corporation (CVS) 0.1 $251k 3.4k 74.30
Philip Morris International (PM) 0.1 $251k 2.6k 97.24
Snowflake Cl A (SNOW) 0.1 $250k 1.6k 154.29
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $246k 3.7k 66.73
Yum China Holdings (YUMC) 0.1 $246k 3.9k 63.38
Cigna Corp (CI) 0.1 $238k 930.00 255.49
Innodata Com New (INOD) 0.1 $233k 27k 8.54
Texas Instruments Incorporated (TXN) 0.1 $230k 1.2k 186.01
Cooper Cos Com New 0.1 $229k 613.00 373.36
BlackRock MuniHoldings New York Insured (MHN) 0.1 $212k 20k 10.64
Illumina (ILMN) 0.1 $212k 912.00 232.55
Netflix (NFLX) 0.1 $212k 613.00 345.48
Nortonlifelock (GEN) 0.1 $212k 12k 17.16
Reaves Util Income Com Sh Ben Int (UTG) 0.1 $210k 7.4k 28.38
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $207k 2.1k 99.12
Altria (MO) 0.1 $207k 4.6k 44.62
O'reilly Automotive (ORLY) 0.1 $206k 242.00 848.98
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $205k 1.6k 129.45
PNC Financial Services (PNC) 0.1 $204k 1.6k 127.10
Genuine Parts Company (GPC) 0.1 $201k 1.2k 167.31
Rover Group Com Cl A 0.1 $185k 41k 4.53
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $171k 13k 13.12
Kayne Anderson MLP Investment (KYN) 0.1 $147k 17k 8.64
Ford Motor Company (F) 0.1 $130k 10k 12.60
Bk Technologies Corporation 0.1 $113k 40k 2.85
Plby Group Ord (PLBY) 0.0 $99k 50k 1.98
Nokia Corp Sponsored Adr (NOK) 0.0 $97k 20k 4.91
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $93k 40k 2.32
Kayne Anderson Mdstm Energy 0.0 $77k 10k 7.68
Matinas Biopharma Holdings, In 0.0 $76k 162k 0.47
Bionano Genomics 0.0 $64k 57k 1.11
Gamida Cell SHS 0.0 $59k 73k 0.81
Pimco High Income Com Shs (PHK) 0.0 $59k 12k 4.77
Realreal (REAL) 0.0 $58k 46k 1.26
Lantronix Com New (LTRX) 0.0 $50k 11k 4.34
Widepoint Corp Common (WYY) 0.0 $48k 27k 1.81
Fingermotion (FNGR) 0.0 $38k 25k 1.50
Latch (LTCH) 0.0 $24k 32k 0.76
Yellow Corp (YELLQ) 0.0 $22k 11k 2.03
Wrap Technologies (WRAP) 0.0 $21k 12k 1.72
Synaptogenix Com New 0.0 $20k 25k 0.80
Cuentas *w Exp 02/04/202 (CUENW) 0.0 $20k 331k 0.06
Precision Biosciences Ord 0.0 $20k 26k 0.75
View Com Cl A 0.0 $18k 35k 0.50
Globalstar (GSAT) 0.0 $14k 12k 1.16
Kaival Brnds Innovatns Grp I Com New 0.0 $12k 16k 0.72
Wework Cl A 0.0 $11k 14k 0.78
Enthusiast Gaming Hldgs (EGLXF) 0.0 $10k 17k 0.60
Aterian 0.0 $9.5k 11k 0.86
Surface Oncology 0.0 $7.7k 11k 0.70
Blink Charging Call Option (BLNK) 0.0 $3.6k 15k 0.24