Platform Technology Partners

Platform Technology Partners as of Dec. 31, 2024

Portfolio Holdings for Platform Technology Partners

Platform Technology Partners holds 218 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.8 $32M 129k 250.42
Microsoft Corporation (MSFT) 4.7 $16M 37k 421.51
Amazon (AMZN) 3.6 $12M 54k 219.39
Apollo Global Mgmt (APO) 3.1 $10M 62k 165.16
NVIDIA Corporation (NVDA) 3.0 $9.8M 73k 134.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $7.6M 278k 27.32
Ishares Tr Core S&p500 Etf (IVV) 2.2 $7.4M 13k 588.70
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) 2.1 $6.9M 138k 50.47
JPMorgan Chase & Co. (JPM) 2.0 $6.5M 27k 239.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $6.2M 14k 453.30
Meta Platforms Cl A (META) 1.7 $5.6M 9.5k 585.55
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 1.5 $4.8M 196k 24.68
Alphabet Cap Stk Cl A (GOOGL) 1.4 $4.6M 24k 189.30
Tesla Motors (TSLA) 1.4 $4.6M 11k 403.87
Alphabet Cap Stk Cl C (GOOG) 1.3 $4.3M 23k 190.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $4.2M 7.1k 586.14
Home Depot (HD) 1.0 $3.4M 8.8k 389.03
Costco Wholesale Corporation (COST) 1.0 $3.4M 3.7k 916.41
Chevron Corporation (CVX) 1.0 $3.3M 23k 144.84
Johnson & Johnson (JNJ) 1.0 $3.3M 23k 144.62
Vanguard Index Fds Growth Etf (VUG) 1.0 $3.3M 8.0k 410.46
Blackstone Group Inc Com Cl A (BX) 1.0 $3.3M 19k 172.42
Tri-Continental Corporation (TY) 0.9 $3.1M 98k 31.69
Visa Com Cl A (V) 0.9 $3.1M 9.8k 316.06
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.9 $3.1M 47k 65.08
Goldman Sachs (GS) 0.9 $3.0M 5.3k 572.69
Raytheon Technologies Corp (RTX) 0.9 $3.0M 26k 115.72
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.9 $2.9M 60k 48.29
Boeing Company (BA) 0.9 $2.9M 16k 177.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $2.8M 5.2k 538.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $2.8M 22k 127.59
Pepsi (PEP) 0.8 $2.6M 17k 152.06
Procter & Gamble Company (PG) 0.8 $2.6M 15k 167.66
McDonald's Corporation (MCD) 0.8 $2.5M 8.6k 289.89
Chubb (CB) 0.8 $2.5M 9.0k 276.31
Nextera Energy (NEE) 0.7 $2.4M 33k 71.69
Williams Companies (WMB) 0.7 $2.3M 43k 54.12
Wal-Mart Stores (WMT) 0.7 $2.2M 24k 90.35
Lockheed Martin Corporation (LMT) 0.6 $2.0M 4.2k 485.96
UnitedHealth (UNH) 0.6 $2.0M 4.0k 505.88
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $2.0M 24k 81.98
Starbucks Corporation (SBUX) 0.6 $2.0M 22k 91.25
Trimtabs Etf Tr Abacus Fcf Leade (ABFL) 0.6 $1.9M 29k 66.47
salesforce (CRM) 0.6 $1.9M 5.8k 334.35
Union Pacific Corporation (UNP) 0.6 $1.9M 8.4k 228.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.8M 3.6k 511.30
Ge Aerospace Com New (GE) 0.6 $1.8M 11k 166.80
Ab Active Etfs Tax Aware Shrt (TAFI) 0.6 $1.8M 74k 24.95
Duke Energy Corp Com New (DUK) 0.5 $1.8M 17k 107.74
Amgen (AMGN) 0.5 $1.8M 6.8k 260.64
S&p Global (SPGI) 0.5 $1.7M 3.5k 498.10
Nike CL B (NKE) 0.5 $1.7M 23k 75.67
Mastercard Incorporated Cl A (MA) 0.5 $1.7M 3.2k 526.58
Oracle Corporation (ORCL) 0.5 $1.7M 10k 166.64
Medtronic SHS (MDT) 0.5 $1.7M 21k 79.88
Eli Lilly & Co. (LLY) 0.5 $1.7M 2.2k 772.28
Abbvie (ABBV) 0.5 $1.6M 9.2k 177.70
First Tr Exchange-traded Limited Duration (FSIG) 0.5 $1.6M 85k 18.87
Exxon Mobil Corporation (XOM) 0.5 $1.5M 14k 107.57
Colgate-Palmolive Company (CL) 0.4 $1.4M 16k 90.91
ConocoPhillips (COP) 0.4 $1.4M 14k 99.17
Bristol Myers Squibb (BMY) 0.4 $1.4M 24k 56.56
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $1.4M 40k 34.35
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.4M 5.6k 242.15
Constellation Brands Cl A (STZ) 0.4 $1.3M 6.1k 221.00
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $1.3M 67k 19.59
Merck & Co (MRK) 0.4 $1.3M 13k 99.48
Netflix (NFLX) 0.4 $1.3M 1.4k 891.32
Verizon Communications (VZ) 0.4 $1.3M 31k 39.99
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.4 $1.2M 66k 18.70
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $1.2M 16k 74.73
Clorox Company (CLX) 0.4 $1.2M 7.4k 162.43
Harbor Etf Trust Harbor Commodity (HGER) 0.4 $1.2M 54k 22.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.2M 25k 47.82
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $1.2M 20k 59.14
Honeywell International (HON) 0.3 $1.2M 5.1k 225.93
Ishares Tr Select Divid Etf (DVY) 0.3 $1.1M 8.7k 131.29
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $1.1M 26k 43.47
Vanguard Index Fds Value Etf (VTV) 0.3 $1.1M 6.5k 169.30
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $1.1M 11k 99.56
Wisdomtree Tr Us Largecap Divd (DLN) 0.3 $1.1M 14k 77.79
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.1M 4.0k 264.16
American Express Company (AXP) 0.3 $1.0M 3.5k 296.80
TJX Companies (TJX) 0.3 $1.0M 8.3k 120.82
Dominion Resources (D) 0.3 $987k 18k 53.86
Philip Morris International (PM) 0.3 $963k 8.0k 120.36
Ge Vernova (GEV) 0.3 $903k 2.7k 328.93
Select Sector Spdr Tr Energy (XLE) 0.3 $893k 10k 85.66
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $879k 17k 50.97
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $875k 13k 68.94
Abbott Laboratories (ABT) 0.3 $857k 7.6k 113.11
Purecycle Technologies (PCT) 0.3 $847k 83k 10.25
First Tr Exchange-traded Coml Mtg Opportu (CAAA) 0.3 $843k 42k 20.18
Caterpillar (CAT) 0.3 $832k 2.3k 362.80
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $820k 2.8k 287.82
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $808k 11k 75.69
Bank of America Corporation (BAC) 0.2 $781k 18k 43.95
Enterprise Products Partners (EPD) 0.2 $776k 25k 31.36
Ab Active Etfs High Yield Etf (HYFI) 0.2 $767k 21k 36.89
Consolidated Edison (ED) 0.2 $745k 8.4k 89.23
International Business Machines (IBM) 0.2 $743k 3.4k 219.88
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.2 $733k 186k 3.95
Accenture Plc Ireland Shs Class A (ACN) 0.2 $710k 2.0k 351.91
Wells Fargo & Company (WFC) 0.2 $694k 9.9k 70.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $660k 2.3k 289.85
Broadcom (AVGO) 0.2 $644k 2.8k 231.88
Booking Holdings (BKNG) 0.2 $641k 129.00 4968.42
Sixth Street Specialty Lending (TSLX) 0.2 $616k 29k 21.30
Ares Capital Corporation (ARCC) 0.2 $601k 28k 21.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $568k 3.2k 175.26
Trane Technologies SHS (TT) 0.2 $556k 1.5k 369.35
Canadian Pacific Kansas City (CP) 0.2 $545k 7.5k 72.38
Target Corporation (TGT) 0.2 $538k 4.0k 135.19
Yum! Brands (YUM) 0.2 $532k 4.0k 134.17
Cisco Systems (CSCO) 0.2 $521k 8.8k 59.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $518k 12k 44.04
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $510k 1.3k 402.78
Charles Schwab Corporation (SCHW) 0.2 $505k 6.8k 74.01
Constellation Energy (CEG) 0.2 $505k 2.3k 223.79
Coca-Cola Company (KO) 0.2 $503k 8.1k 62.26
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $502k 6.4k 78.62
Capital One Financial (COF) 0.2 $501k 2.8k 178.32
Novo-nordisk A S Adr (NVO) 0.1 $488k 5.7k 86.02
Shopify Cl A (SHOP) 0.1 $482k 4.5k 106.33
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $479k 841.00 569.58
Hdfc Bank Sponsored Ads (HDB) 0.1 $475k 7.4k 63.87
Ishares Tr Russell 2000 Etf (IWM) 0.1 $474k 2.1k 221.02
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $474k 3.4k 137.59
Automatic Data Processing (ADP) 0.1 $473k 1.6k 292.80
Pfizer (PFE) 0.1 $471k 18k 26.53
Vanguard World Mega Grwth Ind (MGK) 0.1 $470k 1.4k 343.55
Illumina (ILMN) 0.1 $469k 3.5k 133.63
Applied Materials (AMAT) 0.1 $468k 2.9k 162.66
American Electric Power Company (AEP) 0.1 $464k 5.0k 92.25
CSX Corporation (CSX) 0.1 $458k 14k 32.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $456k 1.1k 401.76
American Tower Reit (AMT) 0.1 $446k 2.4k 183.43
Vanguard Index Fds Small Cp Etf (VB) 0.1 $444k 1.8k 240.30
Blackrock (BLK) 0.1 $437k 426.00 1025.11
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $419k 6.3k 67.03
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $415k 24k 17.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $409k 2.2k 185.15
Palantir Technologies Cl A (PLTR) 0.1 $407k 5.4k 75.63
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $402k 4.5k 89.09
Altria (MO) 0.1 $396k 7.6k 52.29
Eaton Corp SHS (ETN) 0.1 $385k 1.2k 331.87
Zoetis Cl A (ZTS) 0.1 $385k 2.4k 162.93
Akamai Technologies (AKAM) 0.1 $383k 4.0k 95.65
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $379k 15k 25.58
Nu Hldgs Ord Shs Cl A (NU) 0.1 $370k 36k 10.36
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $361k 7.4k 48.67
At&t (T) 0.1 $358k 16k 22.77
Black Hills Corporation (BKH) 0.1 $346k 5.9k 58.53
3M Company (MMM) 0.1 $337k 2.6k 129.09
Nortonlifelock (GEN) 0.1 $336k 12k 27.38
Amphenol Corp Cl A (APH) 0.1 $333k 4.8k 69.45
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $326k 5.7k 57.53
Watsco, Incorporated (WSO) 0.1 $325k 685.00 473.89
United Parcel Service CL B (UPS) 0.1 $324k 2.6k 126.11
Paypal Holdings (PYPL) 0.1 $315k 3.7k 85.35
Marvell Technology (MRVL) 0.1 $310k 2.8k 110.46
Entergy Corporation (ETR) 0.1 $308k 4.1k 75.82
Southern Company (SO) 0.1 $307k 3.7k 82.32
Driven Brands Hldgs (DRVN) 0.1 $307k 19k 16.14
PNC Financial Services (PNC) 0.1 $301k 1.6k 192.85
Adobe Systems Incorporated (ADBE) 0.1 $299k 672.00 445.03
Exelon Corporation (EXC) 0.1 $299k 7.9k 37.64
Mondelez Intl Cl A (MDLZ) 0.1 $295k 4.9k 59.73
Cigna Corp (CI) 0.1 $290k 1.0k 276.16
Stryker Corporation (SYK) 0.1 $289k 802.00 360.05
O'reilly Automotive (ORLY) 0.1 $288k 242.00 1189.08
Cummins (CMI) 0.1 $287k 822.00 348.80
Simon Property (SPG) 0.1 $286k 1.7k 172.21
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $286k 3.7k 78.18
Unilever Spon Adr New (UL) 0.1 $285k 5.0k 56.70
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.1 $284k 11k 26.65
Xpo Logistics Inc equity (XPO) 0.1 $284k 2.2k 131.20
Sarepta Therapeutics (SRPT) 0.1 $275k 2.3k 121.59
Telesat Corp Cl A & Cl B Shs (TSAT) 0.1 $275k 17k 16.44
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $274k 7.4k 37.12
Iqvia Holdings (IQV) 0.1 $265k 1.4k 196.51
Kkr & Co (KKR) 0.1 $263k 1.8k 147.91
G-III Apparel (GIII) 0.1 $261k 8.0k 32.62
Air Products & Chemicals (APD) 0.1 $260k 896.00 290.04
Ameriprise Financial (AMP) 0.1 $257k 482.00 532.43
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $256k 1.3k 197.60
Novartis Sponsored Adr (NVS) 0.1 $256k 2.6k 97.32
W.R. Berkley Corporation (WRB) 0.1 $255k 4.4k 58.52
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $251k 7.0k 35.85
Comcast Corp Cl A (CMCSA) 0.1 $247k 6.6k 37.53
Atlassian Corporation Cl A (TEAM) 0.1 $243k 1.0k 243.38
Fortinet (FTNT) 0.1 $240k 2.5k 94.49
Cooper Cos (COO) 0.1 $239k 2.6k 91.93
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $235k 2.5k 93.06
Thermo Fisher Scientific (TMO) 0.1 $234k 450.00 520.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $232k 1.2k 198.29
Edwards Lifesciences (EW) 0.1 $229k 3.1k 74.03
Prudential Financial (PRU) 0.1 $227k 1.9k 118.55
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $225k 2.9k 78.46
Enbridge (ENB) 0.1 $222k 5.2k 42.43
Metropcs Communications (TMUS) 0.1 $219k 994.00 220.73
Cheniere Energy Com New (LNG) 0.1 $219k 1.0k 215.01
Webster Financial Corporation (WBS) 0.1 $215k 3.9k 55.23
Texas Instruments Incorporated (TXN) 0.1 $214k 1.1k 187.51
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $211k 1.8k 115.27
Kayne Anderson MLP Investment (KYN) 0.1 $208k 16k 12.71
Sempra Energy (SRE) 0.1 $207k 2.4k 87.75
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $206k 2.3k 91.43
Anthem (ELV) 0.1 $200k 543.00 368.90
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $199k 11k 18.38
Fingermotion (FNGR) 0.1 $171k 143k 1.20
Sofi Technologies (SOFI) 0.0 $155k 10k 15.40
Nuveen Floating Rate Income Fund (JFR) 0.0 $125k 14k 8.92
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $98k 36k 2.72
Tilray (TLRY) 0.0 $67k 50k 1.33
Custom Truck One Source Com Cl A (CTOS) 0.0 $66k 14k 4.81
Geron Corporation (GERN) 0.0 $36k 10k 3.54
Purple Innovatio (PRPL) 0.0 $27k 35k 0.78