Platform Technology Partners

Platform Technology Partners as of March 31, 2025

Portfolio Holdings for Platform Technology Partners

Platform Technology Partners holds 235 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.1 $31M 141k 222.13
Microsoft Corporation (MSFT) 4.0 $14M 37k 375.39
Amazon (AMZN) 3.1 $11M 55k 190.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $8.4M 300k 27.96
Apollo Global Mgmt (APO) 2.4 $8.2M 60k 136.94
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) 2.4 $8.1M 160k 50.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $7.9M 15k 532.59
NVIDIA Corporation (NVDA) 2.1 $7.2M 66k 108.38
Ishares Tr Core S&p500 Etf (IVV) 2.0 $7.0M 13k 561.91
JPMorgan Chase & Co. (JPM) 2.0 $6.9M 28k 245.30
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 1.8 $6.1M 242k 25.05
Meta Platforms Cl A (META) 1.6 $5.5M 9.6k 576.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $4.9M 9.6k 513.90
Visa Com Cl A (V) 1.2 $4.0M 12k 350.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $4.0M 7.1k 559.35
Chevron Corporation (CVX) 1.2 $4.0M 24k 167.29
Tesla Motors (TSLA) 1.1 $3.9M 15k 259.15
Alphabet Cap Stk Cl A (GOOGL) 1.1 $3.7M 24k 154.64
Johnson & Johnson (JNJ) 1.1 $3.7M 22k 165.84
Alphabet Cap Stk Cl C (GOOG) 1.0 $3.6M 23k 156.23
Costco Wholesale Corporation (COST) 1.0 $3.5M 3.7k 945.88
Vanguard Index Fds Growth Etf (VUG) 1.0 $3.3M 9.0k 370.83
Raytheon Technologies Corp (RTX) 1.0 $3.3M 25k 132.46
Home Depot (HD) 1.0 $3.3M 9.0k 366.51
Blackstone Group Inc Com Cl A (BX) 0.9 $3.1M 22k 139.78
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.9 $3.0M 50k 59.75
Goldman Sachs (GS) 0.8 $2.9M 5.3k 546.26
Procter & Gamble Company (PG) 0.8 $2.9M 17k 170.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $2.8M 22k 128.96
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.8 $2.8M 59k 47.80
Boeing Company (BA) 0.8 $2.8M 16k 170.55
Chubb (CB) 0.8 $2.8M 9.1k 302.00
McDonald's Corporation (MCD) 0.8 $2.7M 8.6k 312.38
Nextera Energy (NEE) 0.8 $2.7M 38k 70.89
Williams Companies (WMB) 0.7 $2.6M 43k 59.76
Pepsi (PEP) 0.7 $2.5M 17k 149.94
Union Pacific Corporation (UNP) 0.7 $2.5M 10k 236.24
Ge Aerospace Com New (GE) 0.6 $2.2M 11k 200.15
Starbucks Corporation (SBUX) 0.6 $2.2M 22k 98.09
Wal-Mart Stores (WMT) 0.6 $2.2M 25k 87.79
UnitedHealth (UNH) 0.6 $2.1M 4.1k 523.81
Amgen (AMGN) 0.6 $2.1M 6.8k 311.54
Duke Energy Corp Com New (DUK) 0.6 $2.1M 17k 121.97
Abbvie (ABBV) 0.6 $2.1M 10k 209.53
Eli Lilly & Co. (LLY) 0.6 $2.1M 2.5k 825.84
Spdr Gold Tr Gold Shs (GLD) 0.6 $2.0M 7.0k 288.16
Medtronic SHS (MDT) 0.6 $1.9M 21k 89.86
Tri-Continental Corporation (TY) 0.5 $1.9M 62k 30.67
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.9M 23k 82.73
Ab Active Etfs Tax Aware Shrt (TAFI) 0.5 $1.9M 74k 25.09
S&p Global (SPGI) 0.5 $1.8M 3.6k 508.11
Exxon Mobil Corporation (XOM) 0.5 $1.8M 15k 118.93
salesforce (CRM) 0.5 $1.8M 6.7k 268.34
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) 0.5 $1.8M 28k 63.91
Mastercard Incorporated Cl A (MA) 0.5 $1.8M 3.2k 548.13
Lockheed Martin Corporation (LMT) 0.5 $1.8M 3.9k 446.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.7M 3.6k 468.97
First Tr Exchange-traded Limited Duration (FSIG) 0.5 $1.7M 88k 18.94
Nike CL B (NKE) 0.5 $1.6M 25k 63.48
Harbor Etf Trust Harbor Commodity (HGER) 0.5 $1.6M 66k 24.05
Colgate-Palmolive Company (CL) 0.5 $1.5M 17k 93.70
ConocoPhillips (COP) 0.4 $1.5M 15k 105.02
Lam Research Corp Com New (LRCX) 0.4 $1.5M 20k 72.70
Oracle Corporation (ORCL) 0.4 $1.5M 10k 139.81
Bristol Myers Squibb (BMY) 0.4 $1.4M 24k 60.99
Enterprise Products Partners (EPD) 0.4 $1.4M 42k 34.14
Verizon Communications (VZ) 0.4 $1.4M 32k 45.36
International Business Machines (IBM) 0.4 $1.4M 5.5k 248.67
Merck & Co (MRK) 0.4 $1.3M 15k 89.76
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.4 $1.3M 70k 18.70
Philip Morris International (PM) 0.4 $1.3M 8.1k 158.74
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $1.3M 40k 31.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.3M 25k 50.83
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $1.3M 68k 18.59
Thermo Fisher Scientific (TMO) 0.4 $1.2M 2.5k 497.68
Constellation Brands Cl A (STZ) 0.4 $1.2M 6.6k 183.51
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $1.2M 20k 58.54
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $1.2M 27k 43.40
Ishares Tr Select Divid Etf (DVY) 0.3 $1.2M 8.7k 134.29
Netflix (NFLX) 0.3 $1.2M 1.3k 932.53
Clorox Company (CLX) 0.3 $1.1M 7.8k 147.24
Vanguard Index Fds Value Etf (VTV) 0.3 $1.1M 6.5k 172.74
Honeywell International (HON) 0.3 $1.1M 5.2k 211.76
Dominion Resources (D) 0.3 $1.1M 20k 56.07
Wisdomtree Tr Us Largecap Divd (DLN) 0.3 $1.1M 14k 79.37
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $1.1M 11k 102.18
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.0M 3.9k 258.61
TJX Companies (TJX) 0.3 $1.0M 8.4k 121.81
Abbott Laboratories (ABT) 0.3 $1.0M 7.7k 132.65
Select Sector Spdr Tr Energy (XLE) 0.3 $985k 11k 93.45
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $984k 13k 76.57
First Tr Exchange-traded Coml Mtg Opportu (CAAA) 0.3 $958k 47k 20.34
American Express Company (AXP) 0.3 $942k 3.5k 269.07
Capital One Financial (COF) 0.3 $931k 5.2k 179.30
Consolidated Edison (ED) 0.3 $926k 8.4k 110.59
Trane Technologies SHS (TT) 0.3 $914k 2.7k 336.92
Zoetis Cl A (ZTS) 0.3 $875k 5.3k 164.65
Oneok (OKE) 0.3 $873k 8.8k 99.22
Purecycle Technologies (PCT) 0.3 $871k 126k 6.92
Ab Active Etfs High Yield Etf (HYFI) 0.3 $865k 24k 36.84
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $854k 17k 49.52
Ge Vernova (GEV) 0.2 $836k 2.7k 305.28
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $831k 5.7k 146.01
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $831k 11k 78.85
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $811k 12k 66.34
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.2 $797k 12k 65.76
Caterpillar (CAT) 0.2 $759k 2.3k 329.74
First Tr Exchange-traded Wtr Etf (FIW) 0.2 $755k 7.5k 100.71
Bank of America Corporation (BAC) 0.2 $750k 18k 41.73
Wells Fargo & Company (WFC) 0.2 $711k 9.9k 71.79
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.2 $701k 225k 3.12
Sixth Street Specialty Lending (TSLX) 0.2 $658k 29k 22.38
Walt Disney Company (DIS) 0.2 $646k 6.5k 98.70
Yum! Brands (YUM) 0.2 $624k 4.0k 157.34
Accenture Plc Ireland Shs Class A (ACN) 0.2 $618k 2.0k 312.06
Ishares Tr Russell 2000 Etf (IWM) 0.2 $614k 3.1k 199.52
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $613k 1.3k 484.92
Booking Holdings (BKNG) 0.2 $608k 132.00 4606.91
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $593k 3.4k 173.24
Palantir Technologies Cl A (PLTR) 0.2 $592k 7.0k 84.39
Coca-Cola Company (KO) 0.2 $584k 8.2k 71.62
Pfizer (PFE) 0.2 $579k 23k 25.34
American Electric Power Company (AEP) 0.2 $567k 5.2k 109.26
Texas Instruments Incorporated (TXN) 0.2 $567k 3.2k 179.70
Cisco Systems (CSCO) 0.2 $556k 9.0k 61.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $551k 2.0k 274.88
Charles Schwab Corporation (SCHW) 0.2 $538k 6.9k 78.28
Canadian Pacific Kansas City (CP) 0.2 $528k 7.5k 70.18
American Tower Reit (AMT) 0.2 $525k 2.4k 217.63
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $518k 6.3k 81.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $514k 11k 45.26
Hdfc Bank Sponsored Ads (HDB) 0.1 $508k 7.6k 66.44
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $503k 2.0k 255.53
Automatic Data Processing (ADP) 0.1 $501k 1.6k 305.47
Broadcom (AVGO) 0.1 $482k 2.9k 167.42
J P Morgan Exchange Traded F Active Growth (JGRO) 0.1 $480k 6.5k 73.79
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $476k 14k 33.50
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $476k 8.3k 57.14
Altria (MO) 0.1 $470k 7.8k 60.02
Novo-nordisk A S Adr (NVO) 0.1 $469k 6.8k 69.44
Eaton Corp SHS (ETN) 0.1 $456k 1.7k 271.83
Ares Capital Corporation (ARCC) 0.1 $456k 21k 22.16
PNC Financial Services (PNC) 0.1 $454k 2.6k 175.77
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $449k 841.00 533.48
Select Sector Spdr Tr Technology (XLK) 0.1 $446k 2.2k 206.52
At&t (T) 0.1 $446k 16k 28.28
Constellation Energy (CEG) 0.1 $436k 2.2k 201.65
Vanguard World Mega Grwth Ind (MGK) 0.1 $435k 1.4k 308.85
Blackrock (BLK) 0.1 $423k 447.00 945.43
CSX Corporation (CSX) 0.1 $420k 14k 29.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $416k 2.2k 188.13
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $413k 24k 17.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $410k 1.1k 361.12
Target Corporation (TGT) 0.1 $405k 3.9k 104.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $397k 4.4k 90.55
Equity Residential Sh Ben Int (EQR) 0.1 $388k 5.4k 71.58
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $385k 7.8k 49.16
Vanguard Index Fds Small Cp Etf (VB) 0.1 $377k 1.7k 221.73
Shopify Cl A (SHOP) 0.1 $375k 3.9k 95.48
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $374k 15k 25.22
Exelon Corporation (EXC) 0.1 $366k 7.9k 46.08
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $364k 9.7k 37.50
Nu Hldgs Ord Shs Cl A (NU) 0.1 $360k 35k 10.24
Intuitive Surgical Com New (ISRG) 0.1 $359k 726.00 495.05
Southern Company (SO) 0.1 $356k 3.9k 91.95
Entergy Corporation (ETR) 0.1 $355k 4.2k 85.48
Wabtec Corporation (WAB) 0.1 $350k 1.9k 181.35
Watsco, Incorporated (WSO) 0.1 $348k 685.00 508.30
O'reilly Automotive (ORLY) 0.1 $348k 243.00 1430.63
Cigna Corp (CI) 0.1 $345k 1.1k 328.94
United Parcel Service CL B (UPS) 0.1 $344k 3.1k 110.01
3M Company (MMM) 0.1 $342k 2.3k 146.86
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $340k 8.6k 39.69
Akamai Technologies (AKAM) 0.1 $339k 4.2k 80.50
Mondelez Intl Cl A (MDLZ) 0.1 $338k 5.0k 67.85
Nortonlifelock (GEN) 0.1 $327k 12k 26.54
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.1 $326k 12k 26.29
Driven Brands Hldgs (DRVN) 0.1 $326k 19k 17.14
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $322k 7.0k 45.97
Amphenol Corp Cl A (APH) 0.1 $316k 4.8k 65.59
W.R. Berkley Corporation (WRB) 0.1 $310k 4.4k 71.16
Stryker Corporation (SYK) 0.1 $303k 814.00 372.25
Black Hills Corporation (BKH) 0.1 $300k 4.9k 60.65
Unilever Spon Adr New 0.1 $299k 5.0k 59.55
Telesat Corp Cl A & Cl B Shs (TSAT) 0.1 $296k 16k 18.83
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $294k 3.6k 80.71
Old Republic International Corporation (ORI) 0.1 $294k 7.5k 39.22
Applied Materials (AMAT) 0.1 $292k 2.0k 145.10
Novartis Sponsored Adr (NVS) 0.1 $282k 2.5k 111.50
Norfolk Southern (NSC) 0.1 $280k 1.2k 236.90
Simon Property (SPG) 0.1 $278k 1.7k 166.08
Metropcs Communications (TMUS) 0.1 $270k 1.0k 266.71
Air Products & Chemicals (APD) 0.1 $270k 915.00 294.88
Comcast Corp Cl A (CMCSA) 0.1 $259k 7.0k 36.90
ON Semiconductor (ON) 0.1 $244k 6.0k 40.69
Fortinet (FTNT) 0.1 $244k 2.5k 96.27
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $242k 2.5k 95.75
Prologis (PLD) 0.1 $239k 2.1k 111.82
Enbridge (ENB) 0.1 $237k 5.4k 44.26
Cheniere Energy Com New (LNG) 0.1 $236k 1.0k 231.34
Ameriprise Financial (AMP) 0.1 $234k 484.00 484.11
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $234k 2.5k 93.66
Iqvia Holdings (IQV) 0.1 $233k 1.3k 176.30
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $232k 11k 21.36
Anthem (ELV) 0.1 $229k 526.00 434.96
Cummins (CMI) 0.1 $225k 718.00 313.24
Intel Corporation (INTC) 0.1 $221k 9.7k 22.71
Danaher Corporation (DHR) 0.1 $220k 1.1k 205.02
G-III Apparel (GIII) 0.1 $219k 8.0k 27.35
Cooper Cos (COO) 0.1 $219k 2.6k 84.35
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $215k 1.3k 165.98
Progressive Corporation (PGR) 0.1 $215k 758.00 283.01
Prudential Financial (PRU) 0.1 $214k 1.9k 111.66
Snap Cl A (SNAP) 0.1 $214k 25k 8.71
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $211k 2.9k 73.62
Ishares Silver Tr Ishares (SLV) 0.1 $210k 6.8k 30.99
Arthur J. Gallagher & Co. (AJG) 0.1 $209k 605.00 345.24
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $206k 2.2k 91.73
Kayne Anderson MLP Investment (KYN) 0.1 $206k 16k 12.83
Principal Exchange Traded Spectrum Pfd (PREF) 0.1 $206k 11k 18.70
Kkr & Co (KKR) 0.1 $206k 1.8k 115.61
Marathon Petroleum Corp (MPC) 0.1 $202k 1.4k 145.69
Webster Financial Corporation (WBS) 0.1 $202k 3.9k 51.54
Paypal Holdings (PYPL) 0.1 $201k 3.1k 65.25
Fingermotion (FNGR) 0.1 $195k 143k 1.37
Sofi Technologies (SOFI) 0.0 $140k 12k 11.63
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $135k 36k 3.82
Nuveen Floating Rate Income Fund (JFR) 0.0 $119k 14k 8.47
Overstock (BBBY) 0.0 $59k 10k 5.80
Terawulf (WULF) 0.0 $39k 14k 2.73
Tilray 0.0 $33k 50k 0.66
Purple Innovatio (PRPL) 0.0 $27k 35k 0.76
Aspire Biopharma Hldgs (ASBP) 0.0 $22k 38k 0.58
Rekor Systems (REKR) 0.0 $17k 19k 0.89
Geron Corporation (GERN) 0.0 $16k 10k 1.59