Platform Technology Partners

Platform Technology Partners as of Sept. 30, 2025

Portfolio Holdings for Platform Technology Partners

Platform Technology Partners holds 256 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.5 $35M 139k 254.63
Microsoft Corporation (MSFT) 4.4 $18M 36k 517.96
NVIDIA Corporation (NVDA) 3.2 $13M 71k 186.58
Amazon (AMZN) 3.1 $13M 58k 219.57
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) 2.4 $10M 196k 51.41
Apollo Global Mgmt (APO) 2.2 $9.3M 70k 133.27
JPMorgan Chase & Co. (JPM) 2.2 $9.1M 29k 315.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $8.8M 323k 27.30
Ishares Tr Core S&p500 Etf (IVV) 2.0 $8.2M 12k 669.30
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 1.9 $8.1M 320k 25.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $7.7M 15k 502.74
Meta Platforms Cl A (META) 1.8 $7.4M 10k 734.37
Tesla Motors (TSLA) 1.7 $7.2M 16k 444.72
Alphabet Cap Stk Cl A (GOOGL) 1.5 $6.4M 26k 243.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $5.9M 9.6k 612.40
Alphabet Cap Stk Cl C (GOOG) 1.4 $5.8M 24k 243.55
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.4 $5.6M 83k 68.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $5.3M 8.0k 666.18
Vanguard Index Fds Growth Etf (VUG) 1.2 $5.2M 11k 479.60
Goldman Sachs (GS) 1.1 $4.4M 5.5k 796.38
Johnson & Johnson (JNJ) 1.0 $4.2M 23k 185.42
Raytheon Technologies Corp (RTX) 1.0 $4.2M 25k 167.33
Visa Com Cl A (V) 1.0 $4.2M 12k 341.39
Blackstone Group Inc Com Cl A (BX) 1.0 $4.1M 24k 170.85
Chevron Corporation (CVX) 1.0 $4.1M 26k 155.29
Home Depot (HD) 0.9 $3.7M 9.2k 405.18
Boeing Company (BA) 0.8 $3.4M 16k 215.82
Costco Wholesale Corporation (COST) 0.8 $3.4M 3.6k 925.60
Spdr Gold Tr Gold Shs (GLD) 0.8 $3.2M 9.1k 355.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $3.1M 22k 140.95
Nextera Energy (NEE) 0.7 $3.1M 40k 75.49
Lam Research Corp Com New (LRCX) 0.7 $2.8M 21k 133.90
Oracle Corporation (ORCL) 0.7 $2.8M 10k 281.23
Chubb (CB) 0.7 $2.8M 9.8k 282.25
Williams Companies (WMB) 0.7 $2.8M 44k 63.35
Procter & Gamble Company (PG) 0.7 $2.7M 18k 153.65
Pepsi (PEP) 0.6 $2.7M 19k 140.44
McDonald's Corporation (MCD) 0.6 $2.6M 8.7k 303.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.5M 4.2k 600.38
Wal-Mart Stores (WMT) 0.6 $2.5M 24k 103.06
Duke Energy Corp Com New (DUK) 0.6 $2.4M 20k 123.75
Union Pacific Corporation (UNP) 0.6 $2.3M 9.9k 236.37
Abbvie (ABBV) 0.6 $2.3M 10k 231.53
Harbor Etf Trust Harbor Commodity (HGER) 0.6 $2.3M 90k 25.80
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $2.3M 36k 65.00
Medtronic SHS (MDT) 0.5 $2.2M 24k 95.24
Prologis (PLD) 0.5 $2.2M 19k 114.52
Tri-Continental Corporation (TY) 0.5 $2.1M 63k 34.00
Eli Lilly & Co. (LLY) 0.5 $2.1M 2.8k 763.12
Amgen (AMGN) 0.5 $2.1M 7.4k 282.22
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.5 $2.1M 44k 47.51
Lockheed Martin Corporation (LMT) 0.5 $2.1M 4.1k 499.24
Starbucks Corporation (SBUX) 0.5 $2.0M 23k 84.60
International Business Machines (IBM) 0.5 $2.0M 6.9k 282.17
Nike CL B (NKE) 0.5 $2.0M 28k 69.73
Air Products & Chemicals (APD) 0.5 $2.0M 7.2k 272.73
S&p Global (SPGI) 0.5 $1.9M 4.0k 486.77
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) 0.5 $1.9M 26k 71.97
First Tr Exchange-traded Limited Duration (FSIG) 0.4 $1.8M 96k 19.21
Ab Active Etfs Tax Aware Shrt (TAFI) 0.4 $1.8M 72k 25.34
UnitedHealth (UNH) 0.4 $1.8M 5.1k 345.28
Exxon Mobil Corporation (XOM) 0.4 $1.8M 16k 112.75
Mastercard Incorporated Cl A (MA) 0.4 $1.8M 3.1k 568.83
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $1.7M 23k 73.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.7M 28k 59.92
ConocoPhillips (COP) 0.4 $1.6M 17k 94.59
Verizon Communications (VZ) 0.4 $1.6M 36k 43.95
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.6M 19k 82.96
Colgate-Palmolive Company (CL) 0.4 $1.6M 20k 79.94
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $1.5M 23k 67.26
Netflix (NFLX) 0.4 $1.5M 1.3k 1198.92
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $1.5M 32k 46.08
Dominion Resources (D) 0.3 $1.4M 23k 61.17
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.4M 4.6k 293.73
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $1.3M 40k 33.68
Philip Morris International (PM) 0.3 $1.3M 8.1k 162.19
Enterprise Products Partners (EPD) 0.3 $1.3M 42k 31.27
Purecycle Technologies (PCT) 0.3 $1.3M 98k 13.15
Palantir Technologies Cl A (PLTR) 0.3 $1.3M 7.0k 182.43
Capital One Financial (COF) 0.3 $1.3M 5.9k 212.58
Vanguard Index Fds Value Etf (VTV) 0.3 $1.2M 6.5k 186.49
Thermo Fisher Scientific (TMO) 0.3 $1.2M 2.5k 485.10
Clorox Company (CLX) 0.3 $1.2M 9.7k 123.30
Wisdomtree Tr Us Largecap Divd (DLN) 0.3 $1.2M 14k 87.03
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $1.2M 68k 17.16
TJX Companies (TJX) 0.3 $1.2M 8.0k 144.55
American Express Company (AXP) 0.3 $1.1M 3.4k 332.13
Caterpillar (CAT) 0.3 $1.1M 2.3k 477.18
Wells Fargo & Company (WFC) 0.3 $1.1M 13k 83.82
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $1.1M 57k 19.34
Ishares Ethereum Tr SHS (ETHA) 0.3 $1.1M 35k 31.51
Merck & Co (MRK) 0.3 $1.1M 13k 83.93
Broadcom (AVGO) 0.3 $1.1M 3.2k 329.94
First Tr Exchange-traded Wtr Etf (FIW) 0.3 $1.1M 9.5k 112.35
Ge Aerospace Com New (GE) 0.3 $1.1M 3.5k 300.80
Honeywell International (HON) 0.3 $1.1M 5.0k 210.50
Ishares Tr Select Divid Etf (DVY) 0.3 $1.1M 7.4k 142.11
First Tr Exchange-traded Aaa Cmbs Etf (CAAA) 0.2 $1.0M 50k 20.51
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $1.0M 9.8k 103.07
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $1.0M 12k 87.21
Bristol Myers Squibb (BMY) 0.2 $992k 22k 45.10
Bank of America Corporation (BAC) 0.2 $986k 19k 51.59
Select Sector Spdr Tr Energy (XLE) 0.2 $964k 11k 89.34
Ge Vernova (GEV) 0.2 $954k 1.6k 614.90
Abbott Laboratories (ABT) 0.2 $949k 7.1k 133.94
Ab Active Etfs High Yield Etf (HYFI) 0.2 $946k 25k 37.95
Trane Technologies SHS (TT) 0.2 $933k 2.2k 421.96
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $902k 17k 52.30
Constellation Brands Cl A (STZ) 0.2 $863k 6.4k 134.67
Consolidated Edison (ED) 0.2 $842k 8.4k 100.52
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $841k 11k 78.09
Cisco Systems (CSCO) 0.2 $824k 12k 68.42
Ishares Tr Russell 2000 Etf (IWM) 0.2 $779k 3.2k 241.99
Zoetis Cl A (ZTS) 0.2 $746k 5.1k 146.32
Constellation Energy (CEG) 0.2 $744k 2.3k 329.03
Nuveen Mun High Income Opp F (NMZ) 0.2 $736k 70k 10.59
Select Sector Spdr Tr Technology (XLK) 0.2 $731k 2.6k 281.85
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $727k 5.2k 139.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $726k 3.8k 189.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $692k 13k 54.18
Walt Disney Company (DIS) 0.2 $683k 6.0k 114.51
Booking Holdings (BKNG) 0.2 $670k 124.00 5399.27
Eaton Corp SHS (ETN) 0.2 $656k 1.8k 374.25
Charles Schwab Corporation (SCHW) 0.2 $654k 6.8k 95.47
Sixth Street Specialty Lending (TSLX) 0.2 $639k 28k 22.86
Oneok (OKE) 0.2 $629k 8.6k 72.97
salesforce (CRM) 0.2 $628k 2.6k 237.04
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $621k 1.9k 320.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $615k 1.9k 328.10
J P Morgan Exchange Traded F Active Growth (JGRO) 0.1 $609k 6.5k 93.75
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $609k 19k 31.62
At&t (T) 0.1 $601k 21k 28.24
Pfizer (PFE) 0.1 $599k 24k 25.48
Amphenol Corp Cl A (APH) 0.1 $597k 4.8k 123.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $597k 11k 57.10
Yum! Brands (YUM) 0.1 $591k 3.9k 151.98
Texas Instruments Incorporated (TXN) 0.1 $578k 3.1k 183.73
American Electric Power Company (AEP) 0.1 $578k 5.1k 112.50
Vanguard Index Fds Small Cp Etf (VB) 0.1 $568k 2.2k 254.24
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $567k 3.8k 148.61
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $560k 15k 38.02
Vanguard World Mega Grwth Ind (MGK) 0.1 $560k 1.4k 402.38
Canadian Pacific Kansas City (CP) 0.1 $553k 7.4k 74.51
Altria (MO) 0.1 $542k 8.2k 66.06
America's Car-Mart (CRMT) 0.1 $540k 19k 29.21
Ishares Tr Future Ai & Tech (ARTY) 0.1 $535k 12k 45.78
Coca-Cola Company (KO) 0.1 $532k 8.0k 66.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $531k 1.1k 468.21
Blackrock (BLK) 0.1 $521k 447.00 1164.58
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $501k 841.00 596.03
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.1 $499k 66k 7.55
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $488k 6.2k 78.37
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $483k 1.2k 391.63
Automatic Data Processing (ADP) 0.1 $472k 1.6k 293.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $469k 7.2k 65.26
PNC Financial Services (PNC) 0.1 $466k 2.3k 200.93
Accenture Plc Ireland Shs Class A (ACN) 0.1 $462k 1.9k 246.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $455k 2.2k 203.56
CSX Corporation (CSX) 0.1 $445k 13k 35.51
Vertiv Holdings Com Cl A (VRT) 0.1 $418k 2.8k 150.84
Novo-nordisk A S Adr (NVO) 0.1 $409k 7.4k 55.49
Hdfc Bank Sponsored Ads (HDB) 0.1 $408k 12k 34.16
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $403k 4.4k 91.42
Applied Materials (AMAT) 0.1 $400k 2.0k 204.78
O'reilly Automotive (ORLY) 0.1 $393k 3.6k 107.80
Innodata Com New (INOD) 0.1 $391k 5.1k 77.07
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $390k 7.8k 49.79
Telesat Corp Cl A & Cl B Shs (TSAT) 0.1 $388k 15k 26.50
Entergy Corporation (ETR) 0.1 $385k 4.1k 93.18
Wabtec Corporation (WAB) 0.1 $384k 1.9k 200.47
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $380k 8.6k 44.19
Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $377k 15k 24.93
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $374k 21k 18.24
Novartis Sponsored Adr (NVS) 0.1 $368k 2.9k 128.23
Principal Exchange Traded Spectrum Pfd (PREF) 0.1 $364k 19k 19.14
Intuitive Surgical Com New (ISRG) 0.1 $363k 812.00 447.05
Exelon Corporation (EXC) 0.1 $362k 8.0k 45.01
ON Semiconductor (ON) 0.1 $357k 7.2k 49.31
Norfolk Southern (NSC) 0.1 $353k 1.2k 300.51
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $352k 1.3k 279.33
Nortonlifelock (GEN) 0.1 $351k 12k 28.39
Ares Capital Corporation (ARCC) 0.1 $349k 17k 20.41
Equity Residential Sh Ben Int (EQR) 0.1 $348k 5.4k 64.73
Southern Company (SO) 0.1 $331k 3.5k 94.77
United Parcel Service CL B (UPS) 0.1 $323k 3.9k 83.53
Akamai Technologies (AKAM) 0.1 $322k 4.3k 75.76
Digital Realty Trust (DLR) 0.1 $322k 1.9k 172.84
Target Corporation (TGT) 0.1 $321k 3.6k 89.70
Old Republic International Corporation (ORI) 0.1 $319k 7.5k 42.47
Simon Property (SPG) 0.1 $309k 1.6k 187.67
Driven Brands Hldgs (DRVN) 0.1 $307k 19k 16.11
Cummins (CMI) 0.1 $306k 725.00 422.15
Black Hills Corporation (BKH) 0.1 $305k 4.9k 61.59
CVS Caremark Corporation (CVS) 0.1 $303k 4.0k 75.38
Nu Hldgs Ord Shs Cl A (NU) 0.1 $303k 19k 16.01
American Tower Reit (AMT) 0.1 $301k 1.6k 192.33
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $301k 3.8k 78.33
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $301k 3.0k 99.79
Stryker Corporation (SYK) 0.1 $301k 814.00 369.75
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.1 $298k 11k 26.49
Gilead Sciences (GILD) 0.1 $292k 2.6k 111.00
Mondelez Intl Cl A (MDLZ) 0.1 $292k 4.7k 62.47
Truist Financial Corp equities (TFC) 0.1 $289k 6.3k 45.72
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $283k 2.9k 98.59
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $280k 6.4k 43.78
Intel Corporation (INTC) 0.1 $279k 8.3k 33.55
Unilever Spon Adr New (UL) 0.1 $277k 4.7k 59.28
Marathon Petroleum Corp (MPC) 0.1 $268k 1.4k 192.74
Kinder Morgan (KMI) 0.1 $265k 9.4k 28.31
Enbridge (ENB) 0.1 $265k 5.3k 50.47
Fingermotion (FNGR) 0.1 $265k 168k 1.58
Iqvia Holdings (IQV) 0.1 $251k 1.3k 189.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $246k 2.0k 120.70
Tempur-Pedic International (SGI) 0.1 $246k 2.9k 84.33
Dillards Cl A (DDS) 0.1 $246k 400.00 614.48
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $246k 2.5k 97.08
Metropcs Communications (TMUS) 0.1 $243k 1.0k 239.38
Cheniere Energy Com New (LNG) 0.1 $240k 1.0k 234.94
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $238k 2.5k 95.14
Ameriprise Financial (AMP) 0.1 $237k 482.00 491.25
Blaize Hldgs (BZAI) 0.1 $236k 68k 3.45
Cadence Design Systems (CDNS) 0.1 $234k 667.00 351.26
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $232k 2.5k 91.75
United Sts Commodity Index F Cm Rep Copp Fd (CPER) 0.1 $232k 7.7k 30.00
Kkr & Co (KKR) 0.1 $231k 1.8k 129.95
3M Company (MMM) 0.1 $231k 1.5k 155.18
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $225k 1.3k 178.78
Danaher Corporation (DHR) 0.1 $224k 1.1k 198.26
BlackRock MuniHoldings New York Insured (MHN) 0.1 $223k 22k 10.22
Crowdstrike Hldgs Cl A (CRWD) 0.1 $217k 443.00 490.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $215k 9.2k 23.28
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $214k 1.8k 118.80
G-III Apparel (GIII) 0.1 $213k 8.0k 26.61
Marvell Technology (MRVL) 0.1 $212k 2.5k 84.08
Webster Financial Corporation (WBS) 0.1 $211k 3.5k 59.44
Ferrari Nv Ord (RACE) 0.1 $209k 432.00 483.50
Illumina (ILMN) 0.0 $204k 2.1k 94.97
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $200k 432.00 463.74
Dell Technologies CL C (DELL) 0.0 $200k 1.4k 141.77
Ingersoll Rand (IR) 0.0 $200k 2.4k 82.62
Kayne Anderson MLP Investment (KYN) 0.0 $175k 14k 12.37
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $154k 34k 4.54
Microalgo Shs Cl A (MLGO) 0.0 $135k 15k 9.15
Nextdecade Corp (NEXT) 0.0 $116k 17k 6.79
Nuveen Floating Rate Income Fund (JFR) 0.0 $115k 14k 8.18
Terawulf (WULF) 0.0 $114k 10k 11.42
Enovix Corp (ENVX) 0.0 $100k 10k 9.97
Tilray (TLRY) 0.0 $87k 50k 1.73
Babcock & Wilcox Enterpr (BW) 0.0 $54k 19k 2.90
Wimi Hologram Cloud Ord Shs Cl B New (WIMI) 0.0 $46k 10k 4.56
Energy Vault Holdings (NRGV) 0.0 $40k 14k 2.97
Purple Innovatio (PRPL) 0.0 $33k 35k 0.93
Rekor Systems (REKR) 0.0 $20k 13k 1.57
Compugen Ord (CGEN) 0.0 $15k 10k 1.47
Geron Corporation (GERN) 0.0 $14k 10k 1.37
Aspire Biopharma Hldgs (ASBP) 0.0 $7.7k 38k 0.21