The Analysis of Platform Technology Partners's Holdings
Currently, Platform Technology Partners holds 256 types of securities in its portfolio with a total value $417.2M. In the most recent quarter, they have increased their positions in PLD (+16.6K shares, valued at $1.9M), DFAS (+27.7K shares, valued at $1.9M), APD (+6.2K shares, valued at $1.7M); decreased their positions in GE (-7.5K shares, valued at $2.3M), CRM (-4.5K shares, valued at $1.1M), GEV (-1.2K shares, valued at $725.0K); initiated new positions in ARTY (+11.7K shares, valued at $535.1K), INOD (+5.1K shares, valued at $391.1K), DLR (+1.9K shares, valued at $321.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC138.8K shares-0.31%2025-09-302025-10-29
MSFT MICROSOFT CORP35.6K shares-0.26%2025-09-302025-10-29 NVDA NVIDIA CORPORATION70.7K shares-0.66%2025-09-302025-10-29 AMZN AMAZON COM INC58.1K shares2.67%2025-09-302025-10-29 EVSD MORGAN STANLEY ETF TRUST196.1K shares17.88%2025-09-302025-10-29 APO APOLLO GLOBAL MGMT INC70.0K shares1.29%2025-09-302025-10-29 JPM JPMORGAN CHASE & CO.28.8K shares1.80%2025-09-302025-10-29 SCHD SCHWAB STRATEGIC TR322.7K shares4.13%2025-09-302025-10-29 IVV ISHARES TR12.2K shares0.06%2025-09-302025-10-29 FTRB FEDERATED HERMES ETF TRUST319.9K shares15.43%2025-09-302025-10-29 BRK.B BERKSHIRE HATHAWAY INC DEL15.2K shares2.75%2025-09-302025-10-29 META META PLATFORMS INC10.1K shares1.69%2025-09-302025-10-29 TSLA TESLA INC16.2K shares5.97%2025-09-302025-10-29 GOOGL ALPHABET INC26.1K shares2.52%2025-09-302025-10-29 VOO VANGUARD INDEX FDS9.6K shares-3.70%2025-09-302025-10-29 GOOG ALPHABET INC23.8K shares-0.41%2025-09-302025-10-29 DFAS DIMENSIONAL ETF TRUST82.5K shares50.55%2025-09-302025-10-29 SPY SPDR S&P 500 ETF TR8.0K shares17.02%2025-09-302025-10-29 VUG VANGUARD INDEX FDS10.8K shares13.77%2025-09-302025-10-29 GS GOLDMAN SACHS GROUP INC5.5K shares3.69%2025-09-302025-10-29 JNJ JOHNSON & JOHNSON22.9K shares2.72%2025-09-302025-10-29 RTX RTX CORPORATION25.3K shares2.05%2025-09-302025-10-29 V VISA INC12.4K shares3.58%2025-09-302025-10-29 BX BLACKSTONE INC24.0K shares4.35%2025-09-302025-10-29 CVX CHEVRON CORP NEW26.2K shares4.15%2025-09-302025-10-29 HD HOME DEPOT INC9.2K shares3.22%2025-09-302025-10-29 BA BOEING CO15.8K shares3.87%2025-09-302025-10-29 COST COSTCO WHSL CORP NEW3.6K shares-1.04%2025-09-302025-10-29 GLD SPDR GOLD TR9.1K shares5.43%2025-09-302025-10-29 VYM VANGUARD WHITEHALL FDS21.9K shares-0.64%2025-09-302025-10-29 NEE NEXTERA ENERGY INC40.4K shares5.15%2025-09-302025-10-29 LRCX LAM RESEARCH CORP21.2K shares0.08%2025-09-302025-10-29 ORCL ORACLE CORP10.0K shares-7.17%2025-09-302025-10-29 CB CHUBB LIMITED9.8K shares6.58%2025-09-302025-10-29 WMB WILLIAMS COS INC43.5K shares6.36%2025-09-302025-10-29 PG PROCTER AND GAMBLE CO17.7K shares4.04%2025-09-302025-10-29 PEP PEPSICO INC19.0K shares5.83%2025-09-302025-10-29 MCD MCDONALDS CORP8.7K shares5.46%2025-09-302025-10-29 QQQ INVESCO QQQ TR4.2K shares10.41%2025-09-302025-10-29 WMT WALMART INC23.9K shares-2.04%2025-09-302025-10-29 DUK DUKE ENERGY CORP NEW19.5K shares7.35%2025-09-302025-10-29 UNP UNION PAC CORP9.9K shares-4.91%2025-09-302025-10-29 ABBV ABBVIE INC10.0K shares-2.35%2025-09-302025-10-29 HGER HARBOR ETF TRUST89.8K shares22.17%2025-09-302025-10-29 IBIT ISHARES BITCOIN TRUST ETF35.5K shares6.77%2025-09-302025-10-29 MDT MEDTRONIC PLC23.5K shares7.76%2025-09-302025-10-29 PLD PROLOGIS INC.18.8K shares782.65%2025-09-302025-10-29 TY TRI CONTL CORP63.0K shares0.00%2025-09-302025-10-29 LLY ELI LILLY & CO2.8K shares0.07%2025-09-302025-10-29 AMGN AMGEN INC7.4K shares8.78%2025-09-302025-10-29 FMHI FIRST TR EXCH TRADED FD III43.9K shares-11.10%2025-09-302025-10-29 LMT LOCKHEED MARTIN CORP4.1K shares10.60%2025-09-302025-10-29 SBUX STARBUCKS CORP23.3K shares-1.65%2025-09-302025-10-29 IBM INTERNATIONAL BUSINESS MACHS6.9K shares-17.18%2025-09-302025-10-29 NKE NIKE INC28.0K shares1.46%2025-09-302025-10-29 APD AIR PRODS & CHEMS INC7.2K shares682.95%2025-09-302025-10-29 SPGI S&P GLOBAL INC4.0K shares8.10%2025-09-302025-10-29 ABFL ABACUS FCF ETF TR26.3K shares-0.69%2025-09-302025-10-29 FSIG FIRST TR EXCHANGE-TRADED FD96.0K shares9.76%2025-09-302025-10-29 TAFI AB ACTIVE ETFS INC72.1K shares-2.18%2025-09-302025-10-29 UNH UNITEDHEALTH GROUP INC5.1K shares10.35%2025-09-302025-10-29 XOM EXXON MOBIL CORP15.6K shares1.80%2025-09-302025-10-29 MA MASTERCARD INCORPORATED3.1K shares-3.72%2025-09-302025-10-29 SPHQ INVESCO EXCHANGE TRADED FD T23.3K shares7.09%2025-09-302025-10-29 VEA VANGUARD TAX-MANAGED FDS28.3K shares9.76%2025-09-302025-10-29 COP CONOCOPHILLIPS17.0K shares10.56%2025-09-302025-10-29 VZ VERIZON COMMUNICATIONS INC36.4K shares-2.37%2025-09-302025-10-29 SHY ISHARES TR19.3K shares-10.09%2025-09-302025-10-29 CL COLGATE PALMOLIVE CO20.0K shares11.67%2025-09-302025-10-29 RDVY FIRST TR EXCHANGE TRADED FD22.9K shares6.93%2025-09-302025-10-29 NFLX NETFLIX INC1.3K shares0.08%2025-09-302025-10-29 IHDG WISDOMTREE TR31.6K shares9.64%2025-09-302025-10-29 D DOMINION ENERGY INC23.4K shares14.19%2025-09-302025-10-29 VO VANGUARD INDEX FDS4.6K shares14.75%2025-09-302025-10-29 DES WISDOMTREE TR39.8K shares0.00%2025-09-302025-10-29 PM PHILIP MORRIS INTL INC8.1K shares1.89%2025-09-302025-10-29 EPD ENTERPRISE PRODS PARTNERS L41.9K shares0.07%2025-09-302025-10-29 PCT PURECYCLE TECHNOLOGIES INC97.8K shares13.08%2025-09-302025-10-29 PLTR PALANTIR TECHNOLOGIES INC7.0K shares3.24%2025-09-302025-10-29 COF CAPITAL ONE FINL CORP5.9K shares0.02%2025-09-302025-10-29 VTV VANGUARD INDEX FDS6.5K shares0.00%2025-09-302025-10-29 TMO THERMO FISHER SCIENTIFIC INC2.5K shares0.00%2025-09-302025-10-29 CLX CLOROX CO DEL9.7K shares16.78%2025-09-302025-10-29 DLN WISDOMTREE TR13.6K shares0.00%2025-09-302025-10-29 ET ENERGY TRANSFER L P67.9K shares-0.02%2025-09-302025-10-29 TJX TJX COS INC NEW8.0K shares-2.92%2025-09-302025-10-29 AXP AMERICAN EXPRESS CO3.4K shares-2.80%2025-09-302025-10-29 CAT CATERPILLAR INC2.3K shares0.35%2025-09-302025-10-29 WFC WELLS FARGO CO NEW13.1K shares32.81%2025-09-302025-10-29 FPEI FIRST TR EXCH TRADED FD III56.5K shares-8.60%2025-09-302025-10-29 ETHA ISHARES ETHEREUM TR34.5K shares10.92%2025-09-302025-10-29 MRK MERCK & CO INC12.8K shares-12.07%2025-09-302025-10-29 AVGO BROADCOM INC3.2K shares2.89%2025-09-302025-10-29 FIW FIRST TR EXCHANGE-TRADED FD9.5K shares0.00%2025-09-302025-10-29 GE GE AEROSPACE3.5K shares-67.93%2025-09-302025-10-29 HON HONEYWELL INTL INC5.0K shares-1.29%2025-09-302025-10-29 DVY ISHARES TR7.4K shares-12.97%2025-09-302025-10-29 CAAA FIRST TR EXCHANGE-TRADED FD50.2K shares14.22%2025-09-302025-10-29 NOBL PROSHARES TR9.8K shares-0.07%2025-09-302025-10-29 XLU SELECT SECTOR SPDR TR11.6K shares6.36%2025-09-302025-10-29 BMY BRISTOL-MYERS SQUIBB CO22.0K shares-5.48%2025-09-302025-10-29 BAC BANK AMERICA CORP19.1K shares0.25%2025-09-302025-10-29 XLE SELECT SECTOR SPDR TR10.8K shares-1.69%2025-09-302025-10-29 GEV GE VERNOVA INC1.6K shares-43.19%2025-09-302025-10-29 ABT ABBOTT LABS7.1K shares-5.18%2025-09-302025-10-29 HYFI AB ACTIVE ETFS INC24.9K shares7.06%2025-09-302025-10-29 TT TRANE TECHNOLOGIES PLC2.2K shares0.00%2025-09-302025-10-29 DON WISDOMTREE TR17.3K shares0.00%2025-09-302025-10-29 STZ CONSTELLATION BRANDS INC6.4K shares-1.87%2025-09-302025-10-29 ED CONSOLIDATED EDISON INC8.4K shares-0.10%2025-09-302025-10-29 BIV VANGUARD BD INDEX FDS10.8K shares-8.93%2025-09-302025-10-29 CSCO CISCO SYS INC12.0K shares-24.33%2025-09-302025-10-29 IWM ISHARES TR3.2K shares3.70%2025-09-302025-10-29 ZTS ZOETIS INC5.1K shares-10.73%2025-09-302025-10-29 CEG CONSTELLATION ENERGY CORP2.3K shares-3.00%2025-09-302025-10-29 NMZ NUVEEN MUN HIGH INCOME OPPOR69.5K shares19.09%2025-09-302025-10-29 XLK SELECT SECTOR SPDR TR2.6K shares0.04%2025-09-302025-10-29 XLV SELECT SECTOR SPDR TR5.2K shares-8.02%2025-09-302025-10-29 RSP INVESCO EXCHANGE TRADED FD T3.8K shares6.54%2025-09-302025-10-29 VWO VANGUARD INTL EQUITY INDEX F12.8K shares10.17%2025-09-302025-10-29 DIS DISNEY WALT CO6.0K shares-4.76%2025-09-302025-10-29 BKNG BOOKING HOLDINGS INC124 shares-6.06%2025-09-302025-10-29 ETN EATON CORP PLC1.8K shares0.00%2025-09-302025-10-29 SCHW SCHWAB CHARLES CORP6.8K shares-4.53%2025-09-302025-10-29 TSLX SIXTH STREET SPECIALTY LENDI27.9K shares0.00%2025-09-302025-10-29 OKE ONEOK INC NEW8.6K shares-1.15%2025-09-302025-10-29 CRM SALESFORCE INC2.6K shares-62.81%2025-09-302025-10-29 IWO ISHARES TR1.9K shares-0.46%2025-09-302025-10-29 VTI VANGUARD INDEX FDS1.9K shares-0.64%2025-09-302025-10-29 JGRO J P MORGAN EXCHANGE TRADED F6.5K shares0.00%2025-09-302025-10-29 PFF ISHARES TR19.3K shares-42.92%2025-09-302025-10-29 T AT&T INC21.3K shares-3.14%2025-09-302025-10-29 PFE PFIZER INC23.5K shares-3.51%2025-09-302025-10-29 APH AMPHENOL CORP NEW4.8K shares0.02%2025-09-302025-10-29 JEPI J P MORGAN EXCHANGE TRADED F10.5K shares-0.69%2025-09-302025-10-29 YUM YUM BRANDS INC3.9K shares0.08%2025-09-302025-10-29 TXN TEXAS INSTRS INC3.1K shares0.10%2025-09-302025-10-29 AEP AMERICAN ELEC PWR CO INC5.1K shares0.08%2025-09-302025-10-29 VB VANGUARD INDEX FDS2.2K shares27.44%2025-09-302025-10-29 SHOP SHOPIFY INC3.8K shares0.00%2025-09-302025-10-29 SDVY FIRST TR EXCHANGE-TRADED FD14.7K shares1.58%2025-09-302025-10-29 MGK VANGUARD WORLD FD1.4K shares-1.14%2025-09-302025-10-29 CP CANADIAN PACIFIC KANSAS CITY7.4K shares-1.39%2025-09-302025-10-29 MO ALTRIA GROUP INC8.2K shares-0.35%2025-09-302025-10-29 CRMT AMERICAS CAR-MART INC18.5K shares311.11%2025-09-302025-10-29 ARTY ISHARES TR11.7K sharesnew addition2025-09-302025-10-29 KO COCA COLA CO8.0K shares-1.05%2025-09-302025-10-29 IWF ISHARES TR1.1K shares0.09%2025-09-302025-10-29 BLK BLACKROCK INC447 shares0.00%2025-09-302025-10-29 MDY SPDR S&P MIDCAP 400 ETF TR841 shares0.00%2025-09-302025-10-29 EVLV EVOLV TECHNOLOGIES HLDNGS IN66.1K shares-54.60%2025-09-302025-10-29 XLP SELECT SECTOR SPDR TR6.2K shares-2.38%2025-09-302025-10-29 VRTX VERTEX PHARMACEUTICALS INC1.2K shares0.00%2025-09-302025-10-29 ADP AUTOMATIC DATA PROCESSING IN1.6K shares0.12%2025-09-302025-10-29 IJH ISHARES TR7.2K shares0.01%2025-09-302025-10-29 PNC PNC FINL SVCS GROUP INC2.3K shares-9.55%2025-09-302025-10-29 ACN ACCENTURE PLC IRELAND1.9K shares1.85%2025-09-302025-10-29 IWD ISHARES TR2.2K shares-1.59%2025-09-302025-10-29 CSX CSX CORP12.5K shares-12.16%2025-09-302025-10-29 VRT VERTIV HOLDINGS CO2.8K shares0.00%2025-09-302025-10-29 NVO NOVO-NORDISK A S7.4K shares-2.41%2025-09-302025-10-29 HDB HDFC BANK LTD12.0K shares56.40%2025-09-302025-10-29 VNQ VANGUARD INDEX FDS4.4K shares-3.14%2025-09-302025-10-29 AMAT APPLIED MATLS INC2.0K shares0.62%2025-09-302025-10-29 ORLY OREILLY AUTOMOTIVE INC3.6K shares0.08%2025-09-302025-10-29 INOD INNODATA INC5.1K sharesnew addition2025-09-302025-10-29 LMBS FIRST TR EXCHANGE-TRADED FD7.8K shares0.00%2025-09-302025-10-29 TSAT TELESAT CORP14.6K shares-5.31%2025-09-302025-10-29 ETR ENTERGY CORP NEW4.1K shares-0.53%2025-09-302025-10-29 WAB WABTEC1.9K shares0.00%2025-09-302025-10-29 IQLT ISHARES TR8.6K shares0.00%2025-09-302025-10-29 HYMB SPDR SERIES TRUST15.1K shares1.17%2025-09-302025-10-29 FPE FIRST TR EXCH TRADED FD III20.5K shares0.00%2025-09-302025-10-29 NVS NOVARTIS AG2.9K shares-14.60%2025-09-302025-10-29 PREF PRINCIPAL EXCHANGE TRADED FD19.0K shares0.00%2025-09-302025-10-29 ISRG INTUITIVE SURGICAL INC812 shares0.74%2025-09-302025-10-29 EXC EXELON CORP8.0K shares-4.68%2025-09-302025-10-29 ON ON SEMICONDUCTOR CORP7.2K shares0.42%2025-09-302025-10-29 NSC NORFOLK SOUTHN CORP1.2K shares0.00%2025-09-302025-10-29 TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares0.00%2025-09-302025-10-29 GEN GEN DIGITAL INC12.4K shares0.44%2025-09-302025-10-29 ARCC ARES CAPITAL CORP17.1K shares0.00%2025-09-302025-10-29 EQR EQUITY RESIDENTIAL5.4K shares-0.96%2025-09-302025-10-29 SO SOUTHERN CO3.5K shares-4.78%2025-09-302025-10-29 UPS UNITED PARCEL SERVICE INC3.9K shares48.41%2025-09-302025-10-29 AKAM AKAMAI TECHNOLOGIES INC4.3K shares0.95%2025-09-302025-10-29 DLR DIGITAL RLTY TR INC1.9K sharesnew addition2025-09-302025-10-29 TGT TARGET CORP3.6K shares0.34%2025-09-302025-10-29 ORI OLD REP INTL CORP7.5K shares0.13%2025-09-302025-10-29 SPG SIMON PPTY GROUP INC NEW1.6K shares-0.90%2025-09-302025-10-29 DRVN DRIVEN BRANDS HLDGS INC19.1K shares0.38%2025-09-302025-10-29 CMI CUMMINS INC725 shares0.83%2025-09-302025-10-29 BKH BLACK HILLS CORP4.9K shares0.00%2025-09-302025-10-29 CVS CVS HEALTH CORP4.0K shares-5.81%2025-09-302025-10-29 NU NU HLDGS LTD18.9K shares0.00%2025-09-302025-10-29 AMT AMERICAN TOWER CORP NEW1.6K shares-32.19%2025-09-302025-10-29 SPYM SPDR SERIES TRUST3.8K shares-69.08%2025-09-302025-10-29 FBTC FIDELITY WISE ORIGIN BITCOIN3.0K shares23.50%2025-09-302025-10-29 SYK STRYKER CORPORATION814 shares0.00%2025-09-302025-10-29 FMNY FIRST TR EXCH TRADED FD III11.2K shares0.00%2025-09-302025-10-29 GILD GILEAD SCIENCES INC2.6K shares-52.33%2025-09-302025-10-29 MDLZ MONDELEZ INTL INC4.7K shares-6.36%2025-09-302025-10-29 TFC TRUIST FINL CORP6.3K shares-1.81%2025-09-302025-10-29 TDIV FIRST TR EXCHANGE TRADED FD2.9K shares0.00%2025-09-302025-10-29 CALF PACER FDS TR6.4K shares-60.25%2025-09-302025-10-29 INTC INTEL CORP8.3K shares-40.34%2025-09-302025-10-29 UL UNILEVER PLC4.7K shares-6.22%2025-09-302025-10-29 MPC MARATHON PETE CORP1.4K shares0.00%2025-09-302025-10-29 KMI KINDER MORGAN INC DEL9.4K shares-42.98%2025-09-302025-10-29 ENB ENBRIDGE INC5.3K shares-1.83%2025-09-302025-10-29 FNGR FINGERMOTION INC167.6K shares0.00%2025-09-302025-10-29 IQV IQVIA HLDGS INC1.3K shares0.00%2025-09-302025-10-29 IVW ISHARES TR2.0K shares0.00%2025-09-302025-10-29 SGI SOMNIGROUP INTERNATIONAL INC2.9K sharesnew addition2025-09-302025-10-29 DDS DILLARDS INC400 sharesnew addition2025-09-302025-10-29 IYR ISHARES TR2.5K shares0.00%2025-09-302025-10-29 TMUS T-MOBILE US INC1.0K shares0.30%2025-09-302025-10-29 LNG CHENIERE ENERGY INC1.0K shares0.00%2025-09-302025-10-29 USMV ISHARES TR2.5K shares-7.37%2025-09-302025-10-29 AMP AMERIPRISE FINL INC482 shares0.00%2025-09-302025-10-29 BZAI BLAIZE HLDGS INC68.3K sharesnew addition2025-09-302025-10-29 CDNS CADENCE DESIGN SYSTEM INC667 shares0.00%2025-09-302025-10-29 BIL SPDR SERIES TRUST2.5K shares-49.28%2025-09-302025-10-29 CPER UNITED STS COMMODITY INDEX F7.7K sharesnew addition2025-09-302025-10-29 KKR KKR & CO INC1.8K shares0.00%2025-09-302025-10-29 MMM 3M CO1.5K shares-36.11%2025-09-302025-10-29 BABA ALIBABA GROUP HLDG LTD1.3K sharesnew addition2025-09-302025-10-29 DHR DANAHER CORPORATION1.1K shares-4.96%2025-09-302025-10-29 MHN BLACKROCK MUNIHLDGS NY QLTY21.8K shares83.42%2025-09-302025-10-29 CRWD CROWDSTRIKE HLDGS INC443 shares0.00%2025-09-302025-10-29 SCHF SCHWAB STRATEGIC TR9.2K shares-19.50%2025-09-302025-10-29 IJR ISHARES TR1.8K shares-11.95%2025-09-302025-10-29 GIII G III APPAREL GROUP LTD8.0K sharesnew addition2025-09-302025-10-29 MRVL MARVELL TECHNOLOGY INC2.5K sharesnew addition2025-09-302025-10-29 WBS WEBSTER FINL CORP3.5K shares-9.62%2025-09-302025-10-29 RACE FERRARI N V432 shares0.00%2025-09-302025-10-29 ILMN ILLUMINA INC2.1K shares-0.33%2025-09-302025-10-29 DIA SPDR DOW JONES INDL AVERAGE432 sharesnew addition2025-09-302025-10-29 DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-10-29 IR INGERSOLL RAND INC2.4K shares0.00%2025-09-302025-10-29 KYN KAYNE ANDERSON ENERGY INFRST14.2K shares-6.65%2025-09-302025-10-29 LYG LLOYDS BANKING GROUP PLC33.9K shares-4.39%2025-09-302025-10-29 MLGO MICROALGO INC14.8K sharesnew addition2025-09-302025-10-29 NEXT NEXTDECADE CORP17.1K sharesnew addition2025-09-302025-10-29 JFR NUVEEN FLOATING RATE INCOME14.1K shares0.00%2025-09-302025-10-29 WULF TERAWULF INC10.0K shares-58.33%2025-09-302025-10-29 ENVX ENOVIX CORPORATION10.0K shares-9.09%2025-09-302025-10-29 TLRY TILRAY BRANDS INC50.0K shares0.00%2025-09-302025-10-29 BW BABCOCK & WILCOX ENTERPRISES18.5K sharesnew addition2025-09-302025-10-29 WIMI WIMI HOLOGRAM CLOUD INC10.0K shares0.00%2025-09-302025-10-29 NRGV ENERGY VAULT HOLDINGS INC13.5K sharesnew addition2025-09-302025-10-29 PRPL PURPLE INNOVATION INC35.0K shares0.00%2025-09-302025-10-29 REKR REKOR SYSTEMS INC12.5K shares-28.57%2025-09-302025-10-29 CGEN COMPUGEN LTD10.0K sharesnew addition2025-09-302025-10-29 GERN GERON CORP10.1K shares0.00%2025-09-302025-10-29 ASBP ASPIRE BIOPHARMA HLDGS INC37.6K shares0.00%2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available