Platform Technology Partners

Platform Technology Partners as of Dec. 31, 2025

Portfolio Holdings for Platform Technology Partners

Platform Technology Partners holds 260 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.3 $39M 143k 271.86
NVIDIA Corporation (NVDA) 4.7 $22M 117k 186.50
Microsoft Corporation (MSFT) 4.0 $19M 39k 483.62
Amazon (AMZN) 3.1 $14M 62k 230.82
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) 2.7 $13M 249k 51.44
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 2.5 $12M 456k 25.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $9.6M 351k 27.43
JPMorgan Chase & Co. (JPM) 2.0 $9.4M 29k 322.22
Apollo Global Mgmt (APO) 1.9 $9.0M 62k 144.76
Ishares Tr Core S&p500 Etf (IVV) 1.8 $8.4M 12k 684.93
Alphabet Cap Stk Cl A (GOOGL) 1.8 $8.4M 27k 313.00
Series Portfolios Tr Equable Shares H (HEDG) 1.7 $8.1M 276k 29.33
Meta Platforms Cl A (META) 1.7 $7.9M 12k 660.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $7.8M 16k 502.64
Alphabet Cap Stk Cl C (GOOG) 1.6 $7.4M 24k 313.80
Tesla Motors (TSLA) 1.5 $7.1M 16k 449.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $6.7M 11k 627.15
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.4 $6.5M 94k 69.67
Vanguard Index Fds Growth Etf (VUG) 1.3 $5.9M 12k 487.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $5.6M 8.3k 681.90
Goldman Sachs (GS) 1.0 $4.9M 5.6k 879.02
Johnson & Johnson (JNJ) 1.0 $4.8M 23k 206.95
Raytheon Technologies Corp (RTX) 1.0 $4.7M 26k 183.40
Visa Com Cl A (V) 1.0 $4.5M 13k 350.70
Spdr Gold Tr Gold Shs (GLD) 0.9 $4.1M 10k 396.32
Chevron Corporation (CVX) 0.9 $4.0M 26k 152.41
Blackstone Group Inc Com Cl A (BX) 0.8 $3.8M 25k 154.14
Lam Research Corp Com New (LRCX) 0.8 $3.6M 21k 171.18
Boeing Company (BA) 0.8 $3.6M 16k 217.12
Nextera Energy (NEE) 0.7 $3.3M 41k 80.28
Home Depot (HD) 0.7 $3.2M 9.4k 344.09
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $3.1M 22k 143.52
Chubb (CB) 0.7 $3.1M 9.9k 312.11
Prologis (PLD) 0.7 $3.1M 24k 127.66
Costco Wholesale Corporation (COST) 0.7 $3.1M 3.5k 862.37
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $3.0M 97k 30.96
Pepsi (PEP) 0.6 $2.8M 20k 143.52
McDonald's Corporation (MCD) 0.6 $2.8M 9.1k 305.62
Williams Companies (WMB) 0.6 $2.7M 45k 60.11
Wal-Mart Stores (WMT) 0.6 $2.7M 24k 111.41
Eli Lilly & Co. (LLY) 0.6 $2.7M 2.5k 1074.69
Harbor Etf Trust Harbor Commodity (HGER) 0.6 $2.6M 106k 24.82
Procter & Gamble Company (PG) 0.5 $2.6M 18k 143.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.6M 4.2k 614.34
Amgen (AMGN) 0.5 $2.5M 7.8k 327.30
Duke Energy Corp Com New (DUK) 0.5 $2.4M 21k 117.21
Medtronic SHS (MDT) 0.5 $2.4M 25k 96.06
Abbvie (ABBV) 0.5 $2.3M 10k 228.49
Union Pacific Corporation (UNP) 0.5 $2.3M 9.8k 231.32
S&p Global (SPGI) 0.5 $2.2M 4.2k 522.56
Tri-Continental Corporation (TY) 0.5 $2.2M 67k 32.66
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $2.2M 29k 75.05
Starbucks Corporation (SBUX) 0.4 $2.1M 25k 84.21
Lockheed Martin Corporation (LMT) 0.4 $2.1M 4.3k 483.63
First Tr Exchange-traded Limited Duration (FSIG) 0.4 $2.1M 108k 19.19
International Business Machines (IBM) 0.4 $2.0M 6.9k 296.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $2.0M 32k 62.47
Oracle Corporation (ORCL) 0.4 $2.0M 10k 194.90
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $1.9M 28k 69.47
Exxon Mobil Corporation (XOM) 0.4 $1.9M 16k 120.34
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) 0.4 $1.9M 26k 71.37
Ab Active Etfs Tax Aware Shrt (TAFI) 0.4 $1.9M 74k 25.21
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.4 $1.8M 38k 48.66
Nike CL B (NKE) 0.4 $1.8M 28k 63.71
UnitedHealth (UNH) 0.4 $1.8M 5.3k 330.14
Purecycle Technologies (PCT) 0.4 $1.8M 204k 8.59
Mastercard Incorporated Cl A (MA) 0.4 $1.7M 3.0k 570.90
Air Products & Chemicals (APD) 0.4 $1.7M 6.8k 247.02
Nuveen Mun High Income Opp F (NMZ) 0.4 $1.7M 163k 10.19
ConocoPhillips (COP) 0.3 $1.6M 18k 93.61
Colgate-Palmolive Company (CL) 0.3 $1.6M 20k 79.02
Digital Realty Trust (DLR) 0.3 $1.6M 10k 154.71
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $1.6M 32k 49.65
Verizon Communications (VZ) 0.3 $1.5M 38k 40.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.5M 7.8k 191.57
Dominion Resources (D) 0.3 $1.5M 25k 58.59
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.5M 5.1k 290.24
Capital One Financial (COF) 0.3 $1.5M 6.0k 242.36
Enterprise Products Partners (EPD) 0.3 $1.3M 42k 32.06
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $1.3M 40k 33.45
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.3M 16k 82.82
Palantir Technologies Cl A (PLTR) 0.3 $1.3M 7.4k 177.76
Merck & Co (MRK) 0.3 $1.3M 13k 105.26
Thermo Fisher Scientific (TMO) 0.3 $1.3M 2.2k 579.56
Caterpillar (CAT) 0.3 $1.3M 2.2k 572.95
Philip Morris International (PM) 0.3 $1.3M 7.9k 160.39
American Express Company (AXP) 0.3 $1.3M 3.4k 369.94
TJX Companies (TJX) 0.3 $1.3M 8.2k 153.60
Netflix (NFLX) 0.3 $1.3M 13k 93.76
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $1.3M 65k 19.39
Vanguard Index Fds Value Etf (VTV) 0.3 $1.2M 6.5k 191.00
First Tr Exchange-traded Aaa Cmbs Etf (CAAA) 0.3 $1.2M 60k 20.50
Broadcom (AVGO) 0.3 $1.2M 3.5k 346.13
Wisdomtree Tr Us Largecap Divd (DLN) 0.3 $1.2M 14k 88.08
Ab Active Etfs High Yield Etf (HYFI) 0.2 $1.1M 30k 37.58
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $1.1M 69k 16.49
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.2 $1.1M 153k 7.16
Bristol Myers Squibb (BMY) 0.2 $1.1M 20k 53.94
Wells Fargo & Company (WFC) 0.2 $1.1M 12k 93.20
Ishares Ethereum Tr SHS (ETHA) 0.2 $1.1M 48k 22.43
Ishares Tr Select Divid Etf (DVY) 0.2 $1.0M 7.4k 141.13
First Tr Exchange-traded Wtr Etf (FIW) 0.2 $1.0M 9.5k 108.64
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $1.0M 9.8k 104.08
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $1.0M 22k 44.71
Ge Vernova (GEV) 0.2 $999k 1.5k 653.57
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $999k 23k 42.69
Clorox Company (CLX) 0.2 $979k 9.7k 100.82
Honeywell International (HON) 0.2 $966k 5.0k 195.07
Bank of America Corporation (BAC) 0.2 $964k 18k 55.00
Cisco Systems (CSCO) 0.2 $952k 12k 77.03
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $914k 19k 47.93
Constellation Brands Cl A (STZ) 0.2 $902k 6.5k 137.96
Abbott Laboratories (ABT) 0.2 $890k 7.1k 125.29
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $890k 17k 51.60
Trane Technologies SHS (TT) 0.2 $861k 2.2k 389.20
Consolidated Edison (ED) 0.2 $843k 8.5k 99.32
Ishares Tr Russell 2000 Etf (IWM) 0.2 $811k 3.3k 246.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $809k 15k 53.76
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $792k 5.1k 154.80
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $780k 14k 57.24
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $767k 9.8k 77.88
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $757k 5.3k 143.96
Sixth Street Specialty Lending (TSLX) 0.2 $748k 34k 21.72
Walt Disney Company (DIS) 0.2 $726k 6.4k 113.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $719k 2.1k 335.26
Booking Holdings (BKNG) 0.2 $718k 134.00 5355.33
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $708k 1.5k 473.22
Tidal Trust Ii Defiance Ai & Pw (AIPO) 0.1 $698k 32k 22.12
Charles Schwab Corporation (SCHW) 0.1 $697k 7.0k 99.91
Ge Aerospace Com New (GE) 0.1 $686k 2.2k 308.03
Amphenol Corp Cl A (APH) 0.1 $661k 4.9k 135.14
Oneok (OKE) 0.1 $638k 8.7k 73.50
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $627k 1.9k 323.01
salesforce (CRM) 0.1 $621k 2.3k 264.88
Ishares Tr Future Ai & Tech (ARTY) 0.1 $606k 13k 48.18
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $606k 3.8k 160.97
J P Morgan Exchange Traded F Active Growth (JGRO) 0.1 $603k 6.5k 92.80
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $601k 16k 38.32
Select Sector Spdr Tr State Street Con (XLP) 0.1 $596k 7.7k 77.68
American Electric Power Company (AEP) 0.1 $596k 5.2k 115.30
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $591k 1.3k 453.35
Yum! Brands (YUM) 0.1 $590k 3.9k 151.27
Pfizer (PFE) 0.1 $588k 24k 24.90
Zoetis Cl A (ZTS) 0.1 $583k 4.6k 125.82
Vanguard Index Fds Small Cp Etf (VB) 0.1 $580k 2.2k 257.90
Vanguard World Mega Grwth Ind (MGK) 0.1 $574k 1.4k 412.74
Blackstone Secd Lending Common Stock (BXSL) 0.1 $568k 22k 26.33
Coca-Cola Company (KO) 0.1 $564k 8.1k 69.91
Accenture Plc Ireland Shs Class A (ACN) 0.1 $557k 2.1k 268.31
Texas Instruments Incorporated (TXN) 0.1 $556k 3.2k 173.49
At&t (T) 0.1 $553k 22k 24.84
Coreweave Com Cl A (CRWV) 0.1 $549k 7.7k 71.61
Eaton Corp SHS (ETN) 0.1 $545k 1.7k 318.51
Canadian Pacific Kansas City (CP) 0.1 $545k 7.4k 73.73
Applied Materials (AMAT) 0.1 $516k 2.0k 256.93
America's Car-Mart (CRMT) 0.1 $515k 20k 25.26
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $507k 841.00 603.28
Constellation Energy (CEG) 0.1 $496k 1.4k 353.18
Altria (MO) 0.1 $489k 8.5k 57.66
PNC Financial Services (PNC) 0.1 $485k 2.3k 208.73
Blackrock (BLK) 0.1 $478k 447.00 1069.16
Innodata Com New (INOD) 0.1 $474k 9.3k 50.95
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $471k 7.1k 66.00
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $470k 2.2k 210.37
Vertiv Holdings Com Cl A (VRT) 0.1 $469k 2.9k 161.99
Intuitive Surgical Com New (ISRG) 0.1 $463k 818.00 566.13
United Parcel Service CL B (UPS) 0.1 $459k 4.6k 99.20
CSX Corporation (CSX) 0.1 $438k 12k 36.25
Hdfc Bank Sponsored Ads (HDB) 0.1 $433k 12k 36.54
Novartis Sponsored Adr (NVS) 0.1 $411k 3.0k 137.86
Wabtec Corporation (WAB) 0.1 $409k 1.9k 213.45
Automatic Data Processing (ADP) 0.1 $407k 1.6k 257.16
Novo-nordisk A S Adr (NVO) 0.1 $400k 7.9k 50.88
ON Semiconductor (ON) 0.1 $399k 7.4k 54.15
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $391k 5.1k 76.23
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $391k 8.6k 45.45
Kkr & Co (KKR) 0.1 $388k 3.0k 127.48
Cummins (CMI) 0.1 $387k 757.00 510.73
Spdr Series Trust State Street Spd (HYMB) 0.1 $381k 15k 24.94
Entergy Corporation (ETR) 0.1 $381k 4.1k 92.42
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $376k 1.2k 304.00
Akamai Technologies (AKAM) 0.1 $367k 4.2k 87.25
Principal Exchange Traded Spectrum Pfd (PREF) 0.1 $362k 19k 19.07
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $361k 7.2k 49.99
Generac Holdings (GNRC) 0.1 $359k 2.6k 136.39
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $358k 4.0k 88.49
Exelon Corporation (EXC) 0.1 $355k 8.1k 43.59
Target Corporation (TGT) 0.1 $352k 3.6k 97.74
Old Republic International Corporation (ORI) 0.1 $346k 7.6k 45.64
Nortonlifelock (GEN) 0.1 $344k 13k 27.19
Black Hills Corporation (BKH) 0.1 $343k 4.9k 69.42
Spdr Series Trust State Street Spd (SPYM) 0.1 $340k 4.2k 80.22
Norfolk Southern (NSC) 0.1 $339k 1.2k 288.83
Equity Residential Sh Ben Int (EQR) 0.1 $336k 5.3k 63.04
Gilead Sciences (GILD) 0.1 $330k 2.7k 122.74
CVS Caremark Corporation (CVS) 0.1 $329k 4.1k 79.36
O'reilly Automotive (ORLY) 0.1 $321k 3.5k 91.20
Ishares Tr Us Aer Def Etf (ITA) 0.1 $315k 1.5k 214.76
Truist Financial Corp equities (TFC) 0.1 $311k 6.3k 49.21
Simon Property (SPG) 0.1 $307k 1.7k 185.11
Advanced Micro Devices (AMD) 0.1 $303k 1.4k 214.12
Nu Hldgs Ord Shs Cl A (NU) 0.1 $302k 18k 16.74
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.1 $300k 11k 26.70
Illumina (ILMN) 0.1 $289k 2.2k 131.16
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $284k 6.4k 44.37
Driven Brands Hldgs (DRVN) 0.1 $282k 19k 14.82
Southern Company (SO) 0.1 $280k 3.2k 87.20
Unilever Spon Adr New (UL) 0.1 $280k 4.3k 65.40
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $277k 2.9k 96.85
Stryker Corporation (SYK) 0.1 $270k 769.00 351.59
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $269k 747.00 360.26
Danaher Corporation (DHR) 0.1 $262k 1.1k 228.92
Regeneron Pharmaceuticals (REGN) 0.1 $259k 335.00 772.27
Ishares Tr Ishares Biotech (IBB) 0.1 $252k 1.5k 168.82
Enbridge (ENB) 0.1 $252k 5.3k 47.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $251k 2.0k 123.24
Kinder Morgan (KMI) 0.1 $250k 9.1k 27.49
Mondelez Intl Cl A (MDLZ) 0.1 $249k 4.6k 53.83
Telesat Corp Cl A & Cl B Shs (TSAT) 0.1 $249k 8.6k 29.10
Ares Capital Corporation (ARCC) 0.1 $244k 12k 20.23
Dillards Cl A (DDS) 0.1 $243k 400.00 606.34
3M Company (MMM) 0.1 $241k 1.5k 160.10
Ameriprise Financial (AMP) 0.1 $239k 488.00 490.34
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $238k 2.5k 93.89
Iqvia Holdings (IQV) 0.1 $236k 1.0k 225.41
Crowdstrike Hldgs Cl A (CRWD) 0.0 $234k 500.00 468.76
Tempur-Pedic International (SGI) 0.0 $234k 2.6k 89.28
G-III Apparel (GIII) 0.0 $232k 8.0k 28.96
American Tower Reit (AMT) 0.0 $231k 1.3k 175.58
Citigroup Com New (C) 0.0 $230k 2.0k 116.68
United Sts Commodity Index F Cm Rep Copp Fd (CPER) 0.0 $227k 6.5k 34.96
BlackRock MuniHoldings New York Insured (MHN) 0.0 $226k 22k 10.23
Marathon Petroleum Corp (MPC) 0.0 $226k 1.4k 162.63
Webster Financial Corporation (WBS) 0.0 $223k 3.5k 62.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $222k 9.2k 24.04
Prudential Financial (PRU) 0.0 $219k 1.9k 112.90
Marvell Technology (MRVL) 0.0 $218k 2.6k 85.00
Metropcs Communications (TMUS) 0.0 $218k 1.1k 203.04
EXACT Sciences Corporation (EXAS) 0.0 $217k 2.1k 101.56
Adobe Systems Incorporated (ADBE) 0.0 $217k 620.00 350.15
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $215k 3.9k 54.77
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $214k 7.0k 30.45
Intel Corporation (INTC) 0.0 $210k 5.7k 36.90
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $209k 1.7k 120.15
Cadence Design Systems (CDNS) 0.0 $209k 667.00 312.58
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $208k 432.00 480.57
Fingermotion (FNGR) 0.0 $206k 168k 1.23
Kayne Anderson MLP Investment (KYN) 0.0 $178k 14k 12.38
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $178k 34k 5.30
Terawulf (WULF) 0.0 $120k 10k 11.49
Blaize Hldgs (BZAI) 0.0 $116k 59k 1.95
Putnam Etf Trust Franklin Ny Muni (FTNY) 0.0 $92k 12k 7.84
Compugen Ord (CGEN) 0.0 $77k 50k 1.53
Enovix Corp (ENVX) 0.0 $73k 10k 7.31
Microalgo Shs Cl A (MLGO) 0.0 $65k 15k 4.42
Nextdecade Corp (NEXT) 0.0 $55k 11k 5.27
Microvast Holdings (MVST) 0.0 $42k 15k 2.80
Wimi Hologram Cloud Ord Shs Cl B New (WIMI) 0.0 $24k 10k 2.37
Geron Corporation (GERN) 0.0 $13k 10k 1.32
Aspire Biopharma Hldgs (ASBP) 0.0 $5.0k 38k 0.13