Platform Technology Partners

Platform Technology Partners as of Dec. 31, 2023

Portfolio Holdings for Platform Technology Partners

Platform Technology Partners holds 205 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.1 $23M 124k 187.15
Microsoft Corporation (MSFT) 6.3 $16M 39k 415.26
Amazon (AMZN) 3.4 $8.7M 50k 172.34
Apollo Global Mgmt (APO) 3.0 $7.8M 72k 108.88
NVIDIA Corporation (NVDA) 2.4 $6.1M 8.4k 722.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $5.6M 14k 397.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $5.1M 67k 77.26
JPMorgan Chase & Co. (JPM) 1.9 $5.0M 28k 175.79
Meta Platforms Cl A (META) 1.8 $4.7M 10k 468.92
Johnson & Johnson (JNJ) 1.4 $3.6M 23k 157.85
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $3.5M 43k 81.82
Alphabet Cap Stk Cl C (GOOG) 1.3 $3.4M 23k 148.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.3M 6.6k 500.96
Alphabet Cap Stk Cl A (GOOGL) 1.3 $3.2M 22k 147.53
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.3 $3.2M 70k 46.35
Ishares Tr Core S&p500 Etf (IVV) 1.1 $2.9M 5.8k 503.38
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 1.1 $2.8M 58k 47.87
Home Depot (HD) 1.1 $2.8M 7.6k 365.46
Pepsi (PEP) 1.0 $2.6M 16k 170.61
Costco Wholesale Corporation (COST) 1.0 $2.6M 3.7k 722.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $2.6M 5.5k 460.46
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $2.5M 22k 113.66
Raytheon Technologies Corp (RTX) 0.9 $2.4M 26k 91.14
Visa Com Cl A (V) 0.9 $2.4M 8.8k 275.08
McDonald's Corporation (MCD) 0.9 $2.4M 8.2k 289.43
Blackstone Group Inc Com Cl A (BX) 0.9 $2.3M 18k 130.08
Chubb (CB) 0.9 $2.2M 9.0k 248.01
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $2.2M 29k 75.25
General Electric Com New (GE) 0.8 $2.2M 16k 140.17
Union Pacific Corporation (UNP) 0.8 $2.2M 8.7k 247.41
Procter & Gamble Company (PG) 0.8 $2.1M 14k 157.11
Mastercard Incorporated Cl A (MA) 0.8 $2.1M 4.6k 458.67
Tesla Motors (TSLA) 0.8 $2.1M 11k 188.13
Chevron Corporation (CVX) 0.8 $2.1M 14k 152.08
UnitedHealth (UNH) 0.8 $2.0M 3.9k 517.62
Goldman Sachs (GS) 0.8 $2.0M 5.1k 392.62
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.8 $1.9M 108k 18.01
Ab Active Etfs Tax Aware Shrt (TAFI) 0.7 $1.9M 75k 25.08
Amgen (AMGN) 0.7 $1.8M 6.3k 294.43
Nextera Energy (NEE) 0.7 $1.8M 32k 57.55
Medtronic SHS (MDT) 0.7 $1.8M 22k 85.07
Boeing Company (BA) 0.7 $1.8M 8.5k 209.32
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $1.7M 28k 60.00
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) 0.7 $1.7M 28k 59.43
Abbvie (ABBV) 0.6 $1.7M 9.6k 173.06
Starbucks Corporation (SBUX) 0.6 $1.6M 17k 95.47
Merck & Co (MRK) 0.6 $1.6M 13k 125.34
Lockheed Martin Corporation (LMT) 0.6 $1.6M 3.7k 428.11
Eli Lilly & Co. (LLY) 0.6 $1.5M 2.1k 737.31
salesforce (CRM) 0.6 $1.5M 5.3k 287.32
Williams Companies (WMB) 0.6 $1.5M 44k 34.55
Wal-Mart Stores (WMT) 0.6 $1.5M 8.8k 170.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.5M 3.4k 435.36
Abbott Laboratories (ABT) 0.6 $1.4M 13k 112.53
S&p Global (SPGI) 0.5 $1.4M 3.3k 429.52
Constellation Brands Cl A (STZ) 0.5 $1.4M 5.6k 247.07
ConocoPhillips (COP) 0.5 $1.4M 12k 111.10
Bristol Myers Squibb (BMY) 0.5 $1.3M 27k 49.75
Nike CL B (NKE) 0.5 $1.3M 12k 107.18
Duke Energy Corp Com New (DUK) 0.5 $1.3M 14k 92.65
TJX Companies (TJX) 0.5 $1.3M 13k 98.08
Wisdomtree Tr Us Smallcap Divd (DES) 0.5 $1.3M 40k 31.57
Colgate-Palmolive Company (CL) 0.5 $1.2M 15k 83.56
Vanguard Index Fds Value Etf (VTV) 0.5 $1.2M 8.0k 153.27
Oracle Corporation (ORCL) 0.5 $1.2M 10k 115.84
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $1.2M 17k 68.40
Exxon Mobil Corporation (XOM) 0.4 $1.1M 11k 103.17
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $1.1M 12k 95.56
Verizon Communications (VZ) 0.4 $1.1M 27k 40.10
Honeywell International (HON) 0.4 $1.0M 5.2k 197.34
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.0M 5.4k 187.11
Ishares Tr Select Divid Etf (DVY) 0.4 $1.0M 8.7k 115.62
Vanguard Index Fds Growth Etf (VUG) 0.4 $980k 2.9k 335.75
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $978k 69k 14.09
Clorox Company (CLX) 0.4 $969k 6.3k 153.74
Amphenol Corp Cl A (APH) 0.3 $875k 8.3k 105.03
Cdw (CDW) 0.3 $870k 3.6k 242.00
First Tr Exchange-traded Limited Duration (FSIG) 0.3 $792k 42k 18.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $785k 16k 47.76
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $784k 17k 45.42
American Express Company (AXP) 0.3 $770k 3.6k 212.24
Automatic Data Processing (ADP) 0.3 $770k 3.1k 250.07
Accenture Plc Ireland Shs Class A (ACN) 0.3 $733k 2.0k 367.37
Charles Schwab Corporation (SCHW) 0.3 $729k 11k 64.50
Enterprise Products Partners (EPD) 0.3 $722k 27k 26.51
Zoetis Cl A (ZTS) 0.3 $714k 3.6k 196.69
Walt Disney Company (DIS) 0.3 $707k 6.5k 109.28
Bank of America Corporation (BAC) 0.3 $698k 21k 33.62
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $696k 3.0k 235.41
Driven Brands Hldgs (DRVN) 0.3 $684k 50k 13.67
Target Corporation (TGT) 0.3 $676k 4.5k 149.38
Pfizer (PFE) 0.3 $675k 24k 27.66
Consolidated Edison (ED) 0.3 $666k 7.4k 89.45
Canadian Pacific Kansas City (CP) 0.2 $639k 7.6k 84.40
Broadridge Financial Solutions (BR) 0.2 $626k 3.2k 197.63
Caterpillar (CAT) 0.2 $625k 1.9k 321.58
Dominion Resources (D) 0.2 $614k 14k 45.22
Palantir Technologies Cl A (PLTR) 0.2 $613k 25k 25.05
Rumble Com Cl A (RUM) 0.2 $612k 83k 7.42
Sixth Street Specialty Lending (TSLX) 0.2 $609k 28k 21.68
Iqvia Holdings (IQV) 0.2 $596k 2.7k 217.88
Purecycle Technologies (PCT) 0.2 $589k 131k 4.51
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $576k 1.4k 418.53
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $560k 13k 43.32
CSX Corporation (CSX) 0.2 $559k 15k 36.87
Akamai Technologies (AKAM) 0.2 $551k 4.3k 128.15
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $547k 9.0k 60.97
Applied Materials (AMAT) 0.2 $529k 2.9k 185.54
Wells Fargo & Company (WFC) 0.2 $523k 11k 48.92
Yum! Brands (YUM) 0.2 $521k 4.0k 131.35
International Business Machines (IBM) 0.2 $507k 2.7k 186.19
Novo-nordisk A S Adr (NVO) 0.2 $503k 4.2k 120.53
Tempur-Pedic International (TPX) 0.2 $503k 9.7k 52.00
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $494k 8.4k 58.92
Vanguard World Mega Grwth Ind (MGK) 0.2 $478k 1.7k 281.13
Coca-Cola Company (KO) 0.2 $463k 7.8k 59.70
Constellation Energy (CEG) 0.2 $462k 3.6k 128.53
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.2 $449k 79k 5.65
Natixis Etf Tr Loomis Sayles 0.2 $436k 18k 23.93
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $429k 5.2k 83.17
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $429k 5.8k 73.63
Eaton Corp SHS (ETN) 0.2 $428k 1.6k 274.05
Booking Holdings (BKNG) 0.2 $425k 112.00 3790.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $422k 1.7k 249.16
Cisco Systems (CSCO) 0.2 $421k 8.4k 49.99
Telesat Corp Cl A & Cl B Shs (TSAT) 0.2 $416k 42k 9.97
Trane Technologies SHS (TT) 0.2 $411k 1.5k 272.02
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $407k 786.00 517.76
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $406k 24k 17.12
Ares Capital Corporation (ARCC) 0.2 $402k 20k 20.19
Snowflake Cl A (SNOW) 0.2 $399k 1.7k 232.16
Cigna Corp (CI) 0.2 $397k 1.2k 337.39
Capital One Financial (COF) 0.2 $393k 2.9k 137.48
American Electric Power Company (AEP) 0.2 $391k 5.0k 77.59
Mondelez Intl Cl A (MDLZ) 0.2 $387k 5.3k 73.50
Ab Active Etfs High Yield Etf (HYFI) 0.2 $386k 11k 36.46
Anthem (ELV) 0.1 $378k 748.00 505.24
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $373k 2.6k 144.22
Select Sector Spdr Tr Energy (XLE) 0.1 $360k 4.3k 84.22
Illumina (ILMN) 0.1 $359k 2.6k 139.96
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $358k 7.4k 48.26
Adobe Systems Incorporated (ADBE) 0.1 $357k 584.00 611.84
BlackRock (BLK) 0.1 $348k 434.00 801.76
W.R. Berkley Corporation (WRB) 0.1 $343k 4.3k 80.71
Paypal Holdings (PYPL) 0.1 $342k 5.7k 60.09
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $340k 4.0k 84.40
At&t (T) 0.1 $337k 20k 17.02
Black Hills Corporation (BKH) 0.1 $335k 6.3k 52.82
Innodata Com New (INOD) 0.1 $333k 29k 11.62
Netflix (NFLX) 0.1 $333k 597.00 557.85
Comcast Corp Cl A (CMCSA) 0.1 $321k 7.5k 42.61
Vanguard Index Fds Small Cp Etf (VB) 0.1 $319k 1.5k 216.52
Biogen Idec (BIIB) 0.1 $316k 1.3k 244.74
Unilever Spon Adr New (UL) 0.1 $309k 6.1k 50.59
Thermo Fisher Scientific (TMO) 0.1 $306k 560.00 546.60
Harbor Etf Trust Harbor Commodity (HGER) 0.1 $306k 15k 21.04
Broadcom (AVGO) 0.1 $304k 240.00 1266.74
Intel Corporation (INTC) 0.1 $295k 6.7k 44.03
Advanced Micro Devices (AMD) 0.1 $290k 1.7k 171.94
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.1 $288k 11k 27.03
United Parcel Service CL B (UPS) 0.1 $282k 1.9k 147.43
Nu Hldgs Ord Shs Cl A (NU) 0.1 $280k 28k 9.88
Altria (MO) 0.1 $279k 6.9k 40.55
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $278k 7.4k 37.76
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $275k 3.2k 87.09
Stryker Corporation (SYK) 0.1 $275k 807.00 341.09
Edwards Lifesciences (EW) 0.1 $273k 3.1k 87.12
Sarepta Therapeutics (SRPT) 0.1 $272k 2.1k 127.32
Nortonlifelock (GEN) 0.1 $270k 12k 21.90
Novartis Sponsored Adr (NVS) 0.1 $270k 2.7k 100.53
Exelon Corporation (EXC) 0.1 $268k 7.8k 34.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $266k 6.5k 40.81
O'reilly Automotive (ORLY) 0.1 $250k 243.00 1027.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $244k 1.5k 168.06
Philip Morris International (PM) 0.1 $240k 2.7k 89.99
PNC Financial Services (PNC) 0.1 $232k 1.6k 149.14
Atlassian Corporation Cl A (TEAM) 0.1 $232k 1.1k 216.17
Airbnb Com Cl A (ABNB) 0.1 $226k 1.5k 153.80
Kayne Anderson MLP Investment (KYN) 0.1 $216k 25k 8.71
Webster Financial Corporation (WBS) 0.1 $215k 4.5k 47.48
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $212k 3.2k 67.20
Southern Company (SO) 0.1 $210k 3.1k 68.30
Cummins (CMI) 0.1 $209k 815.00 256.94
Federated Hermes Etf Trust Us Strategic Div (FDV) 0.1 $206k 8.7k 23.75
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $205k 12k 16.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $203k 618.00 328.14
Ross Stores (ROST) 0.1 $201k 1.4k 145.46
Terawulf Call Option (WULF) 0.1 $139k 330k 0.42
Widepoint Corp Common (WYY) 0.1 $138k 47k 2.96
Inspired Entmt (INSE) 0.0 $117k 12k 9.71
Realreal (REAL) 0.0 $83k 43k 1.95
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $75k 37k 2.05
Nokia Corp Sponsored Adr (NOK) 0.0 $71k 20k 3.62
Plby Group Ord (PLBY) 0.0 $66k 50k 1.31
Wrap Technologies (WRAP) 0.0 $53k 12k 4.42
Purple Innovatio (PRPL) 0.0 $43k 30k 1.44
Gamida Cell SHS 0.0 $33k 87k 0.38
Matinas Biopharma Holdings, In (MTNB) 0.0 $33k 156k 0.21
Hydrofarm Holdings Group Ord (HYFM) 0.0 $30k 33k 0.91
Geron Corporation (GERN) 0.0 $24k 10k 2.37
Globalstar (GSAT) 0.0 $21k 12k 1.71
Aterian 0.0 $4.6k 11k 0.41
Synaptogenix Com New 0.0 $4.3k 25k 0.17
Vaneck Etf Trust Gold Miners Etf Call Option (GDX) 0.0 $1.5k 10k 0.15
Fingermotion Call Option (FNGR) 0.0 $600.000000 15k 0.04