Platform Technology Partners

Platform Technology Partners as of June 30, 2025

Portfolio Holdings for Platform Technology Partners

Platform Technology Partners holds 259 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.5 $29M 139k 205.17
Microsoft Corporation (MSFT) 4.6 $18M 36k 497.41
Amazon (AMZN) 3.2 $12M 57k 219.39
NVIDIA Corporation (NVDA) 2.9 $11M 71k 157.99
Apollo Global Mgmt (APO) 2.6 $9.8M 69k 141.87
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) 2.2 $8.5M 166k 51.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $8.2M 310k 26.50
JPMorgan Chase & Co. (JPM) 2.1 $8.2M 28k 289.91
Ishares Tr Core S&p500 Etf (IVV) 2.0 $7.6M 12k 620.90
Meta Platforms Cl A (META) 1.9 $7.3M 10k 738.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $7.2M 15k 485.76
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 1.8 $7.0M 277k 25.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $5.7M 10k 568.02
Tesla Motors (TSLA) 1.3 $4.9M 15k 317.65
Alphabet Cap Stk Cl A (GOOGL) 1.2 $4.5M 26k 176.23
Visa Com Cl A (V) 1.1 $4.2M 12k 355.05
Alphabet Cap Stk Cl C (GOOG) 1.1 $4.2M 24k 177.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $4.2M 6.8k 617.83
Vanguard Index Fds Growth Etf (VUG) 1.1 $4.2M 9.5k 438.40
Goldman Sachs (GS) 1.0 $3.8M 5.3k 707.77
Costco Wholesale Corporation (COST) 0.9 $3.6M 3.7k 989.85
Raytheon Technologies Corp (RTX) 0.9 $3.6M 25k 146.02
Chevron Corporation (CVX) 0.9 $3.6M 25k 143.19
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.9 $3.5M 55k 63.71
Blackstone Group Inc Com Cl A (BX) 0.9 $3.4M 23k 149.58
Johnson & Johnson (JNJ) 0.9 $3.4M 22k 152.75
Home Depot (HD) 0.9 $3.3M 8.9k 366.64
Boeing Company (BA) 0.8 $3.2M 15k 209.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $2.9M 22k 133.31
Ge Aerospace Com New (GE) 0.7 $2.8M 11k 257.38
Procter & Gamble Company (PG) 0.7 $2.7M 17k 159.32
Nextera Energy (NEE) 0.7 $2.7M 38k 69.42
Chubb (CB) 0.7 $2.7M 9.2k 289.74
Spdr Gold Tr Gold Shs (GLD) 0.7 $2.6M 8.6k 304.84
Williams Companies (WMB) 0.7 $2.6M 41k 62.81
International Business Machines (IBM) 0.6 $2.5M 8.4k 294.78
McDonald's Corporation (MCD) 0.6 $2.4M 8.2k 292.16
Union Pacific Corporation (UNP) 0.6 $2.4M 10k 230.08
Wal-Mart Stores (WMT) 0.6 $2.4M 24k 97.78
Pepsi (PEP) 0.6 $2.4M 18k 132.04
Oracle Corporation (ORCL) 0.6 $2.4M 11k 218.64
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.6 $2.3M 49k 46.70
Eli Lilly & Co. (LLY) 0.6 $2.2M 2.8k 779.47
Starbucks Corporation (SBUX) 0.6 $2.2M 24k 91.63
Duke Energy Corp Com New (DUK) 0.6 $2.1M 18k 118.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.1M 3.8k 551.64
Lam Research Corp Com New (LRCX) 0.5 $2.1M 21k 97.34
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $2.0M 33k 61.21
Tri-Continental Corporation (TY) 0.5 $2.0M 63k 31.66
Nike CL B (NKE) 0.5 $2.0M 28k 71.04
S&p Global (SPGI) 0.5 $1.9M 3.7k 527.23
salesforce (CRM) 0.5 $1.9M 7.1k 272.68
Abbvie (ABBV) 0.5 $1.9M 10k 185.61
Medtronic SHS (MDT) 0.5 $1.9M 22k 87.17
Amgen (AMGN) 0.5 $1.9M 6.8k 279.19
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) 0.5 $1.9M 27k 70.76
Ab Active Etfs Tax Aware Shrt (TAFI) 0.5 $1.9M 74k 25.11
Mastercard Incorporated Cl A (MA) 0.5 $1.8M 3.2k 561.96
Harbor Etf Trust Harbor Commodity (HGER) 0.5 $1.8M 74k 24.29
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.8M 21k 82.86
Lockheed Martin Corporation (LMT) 0.4 $1.7M 3.7k 463.19
Netflix (NFLX) 0.4 $1.7M 1.3k 1339.13
First Tr Exchange-traded Limited Duration (FSIG) 0.4 $1.7M 87k 19.12
Exxon Mobil Corporation (XOM) 0.4 $1.7M 15k 107.80
Colgate-Palmolive Company (CL) 0.4 $1.6M 18k 90.90
Verizon Communications (VZ) 0.4 $1.6M 37k 43.27
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $1.6M 22k 71.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.5M 26k 57.01
Philip Morris International (PM) 0.4 $1.5M 8.0k 182.12
UnitedHealth (UNH) 0.4 $1.5M 4.7k 311.97
Ge Vernova (GEV) 0.4 $1.4M 2.7k 529.15
ConocoPhillips (COP) 0.4 $1.4M 15k 89.74
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $1.3M 21k 62.74
Enterprise Products Partners (EPD) 0.3 $1.3M 42k 31.01
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $1.3M 29k 45.05
Capital One Financial (COF) 0.3 $1.3M 5.9k 212.76
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $1.3M 40k 31.76
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $1.2M 68k 18.13
Honeywell International (HON) 0.3 $1.2M 5.1k 232.87
Purecycle Technologies (PCT) 0.3 $1.2M 87k 13.70
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $1.2M 62k 18.99
Dominion Resources (D) 0.3 $1.2M 21k 56.52
Merck & Co (MRK) 0.3 $1.2M 15k 79.16
Vanguard Index Fds Value Etf (VTV) 0.3 $1.1M 6.5k 176.74
Ishares Tr Select Divid Etf (DVY) 0.3 $1.1M 8.5k 132.82
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.1M 4.0k 279.84
American Express Company (AXP) 0.3 $1.1M 3.5k 318.94
Wisdomtree Tr Us Largecap Divd (DLN) 0.3 $1.1M 14k 82.14
Cisco Systems (CSCO) 0.3 $1.1M 16k 69.38
Bristol Myers Squibb (BMY) 0.3 $1.1M 23k 46.29
Constellation Brands Cl A (STZ) 0.3 $1.1M 6.5k 162.67
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $1.0M 34k 30.68
First Tr Exchange-traded Wtr Etf (FIW) 0.3 $1.0M 9.5k 107.98
Abbott Laboratories (ABT) 0.3 $1.0M 7.5k 136.01
TJX Companies (TJX) 0.3 $1.0M 8.2k 123.49
Thermo Fisher Scientific (TMO) 0.3 $1.0M 2.5k 405.53
Clorox Company (CLX) 0.3 $997k 8.3k 120.07
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $990k 9.8k 100.70
Trane Technologies SHS (TT) 0.3 $967k 2.2k 437.41
Select Sector Spdr Tr Energy (XLE) 0.2 $931k 11k 84.81
Palantir Technologies Cl A (PLTR) 0.2 $929k 6.8k 136.31
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $914k 12k 77.34
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.2 $908k 146k 6.24
Spdr Series Trust Portfolio S&p500 (SPYM) 0.2 $904k 12k 72.69
Bank of America Corporation (BAC) 0.2 $903k 19k 47.32
First Tr Exchange-traded Coml Mtg Opportu (CAAA) 0.2 $899k 44k 20.48
Caterpillar (CAT) 0.2 $893k 2.3k 388.19
Zoetis Cl A (ZTS) 0.2 $891k 5.7k 155.95
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $889k 11k 81.66
Ab Active Etfs High Yield Etf (HYFI) 0.2 $873k 23k 37.47
Broadcom (AVGO) 0.2 $868k 3.2k 275.63
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $865k 17k 50.12
Consolidated Edison (ED) 0.2 $842k 8.4k 100.35
Wells Fargo & Company (WFC) 0.2 $790k 9.9k 80.12
Walt Disney Company (DIS) 0.2 $777k 6.3k 124.01
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $766k 5.7k 134.78
Booking Holdings (BKNG) 0.2 $764k 132.00 5789.24
Constellation Energy (CEG) 0.2 $752k 2.3k 322.82
Oneok (OKE) 0.2 $712k 8.7k 81.63
Ishares Tr Russell 2000 Etf (IWM) 0.2 $670k 3.1k 215.82
Sixth Street Specialty Lending (TSLX) 0.2 $665k 28k 23.81
Select Sector Spdr Tr Technology (XLK) 0.2 $656k 2.6k 253.28
Charles Schwab Corporation (SCHW) 0.2 $654k 7.2k 91.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $653k 3.6k 181.75
Texas Instruments Incorporated (TXN) 0.2 $653k 3.1k 207.62
Pacer Fds Tr Us Small Cap Cas (CALF) 0.2 $641k 16k 39.81
At&t (T) 0.2 $636k 22k 28.94
Eaton Corp SHS (ETN) 0.2 $626k 1.8k 356.99
Gilead Sciences (GILD) 0.2 $613k 5.5k 110.87
Nuveen Mun High Income Opp F (NMZ) 0.2 $605k 58k 10.37
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $598k 11k 56.85
Canadian Pacific Kansas City (CP) 0.2 $597k 7.5k 79.29
Ishares Ethereum Tr SHS (ETHA) 0.2 $593k 31k 19.07
Pfizer (PFE) 0.2 $590k 24k 24.24
Hdfc Bank Sponsored Ads (HDB) 0.2 $586k 7.6k 76.67
Yum! Brands (YUM) 0.2 $576k 3.9k 148.19
Coca-Cola Company (KO) 0.1 $574k 8.1k 70.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $574k 12k 49.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $573k 1.9k 303.85
J P Morgan Exchange Traded F Active Growth (JGRO) 0.1 $560k 6.5k 86.07
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $557k 1.9k 285.86
Accenture Plc Ireland Shs Class A (ACN) 0.1 $550k 1.8k 298.94
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $549k 1.2k 445.19
American Electric Power Company (AEP) 0.1 $533k 5.1k 103.75
Novo-nordisk A S Adr (NVO) 0.1 $522k 7.6k 69.02
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $517k 6.4k 80.97
Vanguard World Mega Grwth Ind (MGK) 0.1 $515k 1.4k 366.13
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $512k 15k 35.28
American Tower Reit (AMT) 0.1 $511k 2.3k 221.02
Automatic Data Processing (ADP) 0.1 $495k 1.6k 308.37
Kinder Morgan (KMI) 0.1 $483k 16k 29.40
Altria (MO) 0.1 $483k 8.2k 58.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $482k 1.1k 424.70
PNC Financial Services (PNC) 0.1 $478k 2.6k 186.42
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $476k 841.00 566.48
Amphenol Corp Cl A (APH) 0.1 $476k 4.8k 98.75
Blackrock (BLK) 0.1 $469k 447.00 1048.09
CSX Corporation (CSX) 0.1 $466k 14k 32.63
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $457k 5.0k 91.73
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $445k 7.2k 62.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $441k 2.3k 194.24
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $440k 3.8k 115.35
Intuitive Surgical Com New (ISRG) 0.1 $438k 806.00 543.19
Vanguard Index Fds Small Cp Etf (VB) 0.1 $415k 1.8k 236.92
Novartis Sponsored Adr (NVS) 0.1 $407k 3.4k 121.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $405k 4.6k 89.06
Wabtec Corporation (WAB) 0.1 $401k 1.9k 209.35
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $386k 7.8k 49.26
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $382k 7.5k 50.92
Telesat Corp Cl A & Cl B Shs (TSAT) 0.1 $378k 15k 24.44
ON Semiconductor (ON) 0.1 $377k 7.2k 52.41
Ares Capital Corporation (ARCC) 0.1 $375k 17k 21.96
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $371k 8.6k 43.22
Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $370k 15k 24.78
Exelon Corporation (EXC) 0.1 $366k 8.4k 43.42
Equity Residential Sh Ben Int (EQR) 0.1 $366k 5.4k 67.49
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $365k 21k 17.80
Nortonlifelock (GEN) 0.1 $362k 12k 29.40
Principal Exchange Traded Spectrum Pfd (PREF) 0.1 $360k 19k 18.97
Vertiv Holdings Com Cl A (VRT) 0.1 $356k 2.8k 128.39
Applied Materials (AMAT) 0.1 $355k 1.9k 183.07
3M Company (MMM) 0.1 $355k 2.3k 152.24
Target Corporation (TGT) 0.1 $352k 3.6k 98.64
Entergy Corporation (ETR) 0.1 $345k 4.2k 83.11
Fingermotion (FNGR) 0.1 $340k 168k 2.03
Southern Company (SO) 0.1 $336k 3.7k 91.83
Mondelez Intl Cl A (MDLZ) 0.1 $336k 5.0k 67.44
Akamai Technologies (AKAM) 0.1 $336k 4.2k 79.76
Driven Brands Hldgs (DRVN) 0.1 $334k 19k 17.56
O'reilly Automotive (ORLY) 0.1 $328k 3.6k 90.12
Stryker Corporation (SYK) 0.1 $322k 814.00 395.67
W.R. Berkley Corporation (WRB) 0.1 $317k 4.3k 73.47
Intel Corporation (INTC) 0.1 $312k 14k 22.40
Unilever Spon Adr New 0.1 $305k 5.0k 61.17
Watsco, Incorporated (WSO) 0.1 $303k 685.00 441.62
Norfolk Southern (NSC) 0.1 $301k 1.2k 256.04
CVS Caremark Corporation (CVS) 0.1 $295k 4.3k 68.98
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.1 $292k 11k 25.97
Old Republic International Corporation (ORI) 0.1 $288k 7.5k 38.44
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $285k 1.3k 226.50
Black Hills Corporation (BKH) 0.1 $277k 4.9k 56.10
Truist Financial Corp equities (TFC) 0.1 $277k 6.4k 42.99
Simon Property (SPG) 0.1 $267k 1.7k 160.76
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $266k 3.6k 74.07
United Parcel Service CL B (UPS) 0.1 $263k 2.6k 100.95
Nu Hldgs Ord Shs Cl A (NU) 0.1 $259k 19k 13.72
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $259k 2.9k 90.16
Air Products & Chemicals (APD) 0.1 $258k 915.00 282.03
Ameriprise Financial (AMP) 0.1 $257k 482.00 533.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $254k 12k 22.10
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $253k 2.7k 93.87
America's Car-Mart (CRMT) 0.1 $252k 4.5k 56.04
Comcast Corp Cl A (CMCSA) 0.1 $250k 7.0k 35.69
Cheniere Energy Com New (LNG) 0.1 $249k 1.0k 243.46
Viking Therapeutics (VKTX) 0.1 $245k 9.3k 26.50
CMS Energy Corporation (CMS) 0.1 $244k 3.5k 69.28
Enbridge (ENB) 0.1 $242k 5.4k 45.26
Fortinet (FTNT) 0.1 $242k 2.3k 105.73
Metropcs Communications (TMUS) 0.1 $242k 1.0k 238.26
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $240k 2.5k 94.77
Kkr & Co (KKR) 0.1 $237k 1.8k 133.03
Cummins (CMI) 0.1 $235k 719.00 327.33
Danaher Corporation (DHR) 0.1 $235k 1.2k 197.56
Marathon Petroleum Corp (MPC) 0.1 $231k 1.4k 166.11
Super Micro Computer Com New (SMCI) 0.1 $230k 4.7k 49.01
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $230k 2.4k 93.97
Paypal Holdings (PYPL) 0.1 $229k 3.1k 74.32
Crowdstrike Hldgs Cl A (CRWD) 0.1 $226k 443.00 509.31
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $225k 2.0k 110.08
Prologis (PLD) 0.1 $224k 2.1k 105.10
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $223k 2.0k 109.28
Cigna Corp (CI) 0.1 $218k 659.00 330.58
Webster Financial Corporation (WBS) 0.1 $214k 3.9k 54.59
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $214k 2.0k 106.34
Ferrari Nv Ord (RACE) 0.1 $211k 432.00 488.28
Iqvia Holdings (IQV) 0.1 $208k 1.3k 157.59
Asml Holding N V N Y Registry Shs (ASML) 0.1 $206k 257.00 801.39
Cadence Design Systems (CDNS) 0.1 $206k 667.00 308.15
Illumina (ILMN) 0.1 $205k 2.2k 95.41
Anthem (ELV) 0.1 $205k 526.00 388.96
Progressive Corporation (PGR) 0.1 $202k 758.00 266.86
Ingersoll Rand (IR) 0.1 $202k 2.4k 83.18
Spdr Series Trust Bloomberg Invt (FLRN) 0.1 $200k 6.5k 30.83
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $197k 10k 19.43
Kayne Anderson MLP Investment (KYN) 0.1 $193k 15k 12.72
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $151k 36k 4.25
Microalgo Ord Shs 0.0 $122k 240k 0.51
Nuveen Floating Rate Income Fund (JFR) 0.0 $119k 14k 8.47
BlackRock MuniHoldings New York Insured (MHN) 0.0 $117k 12k 9.82
Enovix Corp (ENVX) 0.0 $114k 11k 10.34
Terawulf (WULF) 0.0 $105k 24k 4.38
Custom Truck One Source Com Cl A (CTOS) 0.0 $99k 20k 4.94
Overstock (BBBY) 0.0 $70k 10k 6.88
Wimi Hologram Cloud Ord Shs Cl B New (WIMI) 0.0 $28k 10k 2.77
Purple Innovatio (PRPL) 0.0 $26k 35k 0.73
Tilray 0.0 $21k 50k 0.41
Rekor Systems (REKR) 0.0 $20k 18k 1.16
Geron Corporation (GERN) 0.0 $14k 10k 1.41
Aspire Biopharma Hldgs (ASBP) 0.0 $10k 38k 0.27