$291 Million is the total value of Platform Technology Partners's 227 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | New | APPLE INC | $27,666,338 | – | 131,357 | +100.0% | 9.52% | – |
| MSFT | New | MICROSOFT CORP | $16,497,589 | – | 36,911 | +100.0% | 5.68% | – |
| AMZN | New | AMAZON COM INC | $10,583,960 | – | 54,768 | +100.0% | 3.64% | – |
| NVDA | New | NVIDIA CORPORATION | $9,293,165 | – | 75,224 | +100.0% | 3.20% | – |
| New | APOLLO GLOBAL MGMT INC | $7,728,879 | – | 65,460 | +100.0% | 2.66% | – | |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $6,095,795 | – | 78,392 | +100.0% | 2.10% | – |
| JPM | New | JPMORGAN CHASE & CO | $5,775,903 | – | 28,557 | +100.0% | 1.99% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $5,664,283 | – | 13,924 | +100.0% | 1.95% | – |
| FB | New | META PLATFORMS INCcl a | $5,044,676 | – | 10,005 | +100.0% | 1.74% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $5,015,111 | – | 9,165 | +100.0% | 1.73% | – |
| JSCP | New | J P MORGAN EXCHANGE TRADED Fshort dura core | $4,370,843 | – | 94,223 | +100.0% | 1.50% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $4,361,822 | – | 23,781 | +100.0% | 1.50% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $4,308,693 | – | 23,655 | +100.0% | 1.48% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $3,829,201 | – | 7,036 | +100.0% | 1.32% | – |
| JNJ | New | JOHNSON & JOHNSON | $3,461,939 | – | 23,686 | +100.0% | 1.19% | – |
| COST | New | COSTCO WHSL CORP NEW | $3,192,266 | – | 3,756 | +100.0% | 1.10% | – |
| VOO | New | VANGUARD INDEX FDS | $3,021,703 | – | 6,042 | +100.0% | 1.04% | – |
| HD | New | HOME DEPOT INC | $3,018,678 | – | 8,769 | +100.0% | 1.04% | – |
| CVX | New | CHEVRON CORP NEW | $2,928,687 | – | 18,723 | +100.0% | 1.01% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $2,918,327 | – | 35,742 | +100.0% | 1.00% | – |
| PEP | New | PEPSICO INC | $2,877,227 | – | 17,445 | +100.0% | 0.99% | – |
| FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $2,824,273 | – | 58,449 | +100.0% | 0.97% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $2,608,726 | – | 21,996 | +100.0% | 0.90% | – |
| RTX | New | RTX CORPORATION | $2,584,079 | – | 25,740 | +100.0% | 0.89% | – |
| New | GE AEROSPACE | $2,525,941 | – | 15,889 | +100.0% | 0.87% | – | |
| PG | New | PROCTER AND GAMBLE CO | $2,518,344 | – | 15,270 | +100.0% | 0.87% | – |
| V | New | VISA INC | $2,510,094 | – | 9,563 | +100.0% | 0.86% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $2,369,967 | – | 5,240 | +100.0% | 0.82% | – |
| New | FEDERATED HERMES ETF TRUSThermes total ret | $2,371,508 | – | 95,703 | +100.0% | 0.82% | – | |
| NEE | New | NEXTERA ENERGY INC | $2,352,838 | – | 33,227 | +100.0% | 0.81% | – |
| CB | New | CHUBB LIMITED | $2,312,230 | – | 9,065 | +100.0% | 0.80% | – |
| TSLA | New | TESLA INC | $2,276,869 | – | 11,506 | +100.0% | 0.78% | – |
| BX | New | BLACKSTONE INC | $2,252,358 | – | 18,194 | +100.0% | 0.78% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $2,206,748 | – | 36,730 | +100.0% | 0.76% | – |
| MCD | New | MCDONALDS CORP | $2,182,368 | – | 8,564 | +100.0% | 0.75% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $2,085,801 | – | 4,096 | +100.0% | 0.72% | – |
| AMGN | New | AMGEN INC | $2,029,401 | – | 6,495 | +100.0% | 0.70% | – |
| LLY | New | ELI LILLY & CO | $2,027,400 | – | 2,239 | +100.0% | 0.70% | – |
| TTAC | New | TRIMTABS ETF TRfcf us qlty etf | $1,930,379 | – | 31,821 | +100.0% | 0.66% | – |
| UNP | New | UNION PAC CORP | $1,925,398 | – | 8,510 | +100.0% | 0.66% | – |
| LMT | New | LOCKHEED MARTIN CORP | $1,916,688 | – | 4,103 | +100.0% | 0.66% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,879,623 | – | 5,026 | +100.0% | 0.65% | – |
| WMB | New | WILLIAMS COS INC | $1,881,143 | – | 44,262 | +100.0% | 0.65% | – |
| New | AB ACTIVE ETFS INCtax aware shrt | $1,841,753 | – | 73,759 | +100.0% | 0.63% | – | |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $1,812,391 | – | 24,201 | +100.0% | 0.62% | – |
| ABBV | New | ABBVIE INC | $1,792,194 | – | 10,449 | +100.0% | 0.62% | – |
| WMT | New | WALMART INC | $1,726,062 | – | 25,492 | +100.0% | 0.59% | – |
| BA | New | BOEING CO | $1,723,014 | – | 9,467 | +100.0% | 0.59% | – |
| FPEI | New | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $1,649,910 | – | 89,815 | +100.0% | 0.57% | – |
| MDT | New | MEDTRONIC PLC | $1,648,062 | – | 20,938 | +100.0% | 0.57% | – |
| DUK | New | DUKE ENERGY CORP NEW | $1,644,894 | – | 16,411 | +100.0% | 0.57% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $1,622,860 | – | 3,387 | +100.0% | 0.56% | – |
| CRM | New | SALESFORCE INC | $1,568,945 | – | 6,102 | +100.0% | 0.54% | – |
| SPGI | New | S&P GLOBAL INC | $1,526,364 | – | 3,422 | +100.0% | 0.52% | – |
| CL | New | COLGATE PALMOLIVE CO | $1,514,889 | – | 15,611 | +100.0% | 0.52% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $1,513,436 | – | 5,882 | +100.0% | 0.52% | – |
| MRK | New | MERCK & CO INC | $1,505,179 | – | 12,158 | +100.0% | 0.52% | – |
| COP | New | CONOCOPHILLIPS | $1,492,537 | – | 13,049 | +100.0% | 0.51% | – |
| SBUX | New | STARBUCKS CORP | $1,492,658 | – | 19,174 | +100.0% | 0.51% | – |
| ORCL | New | ORACLE CORP | $1,481,697 | – | 10,494 | +100.0% | 0.51% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $1,464,191 | – | 3,319 | +100.0% | 0.50% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $1,283,120 | – | 7,999 | +100.0% | 0.44% | – |
| XOM | New | EXXON MOBIL CORP | $1,242,936 | – | 10,797 | +100.0% | 0.43% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $1,239,178 | – | 39,781 | +100.0% | 0.43% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $1,236,459 | – | 16,996 | +100.0% | 0.43% | – |
| GLD | New | SPDR GOLD TR | $1,217,943 | – | 5,665 | +100.0% | 0.42% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $1,186,979 | – | 28,782 | +100.0% | 0.41% | – |
| HON | New | HONEYWELL INTL INC | $1,157,814 | – | 5,422 | +100.0% | 0.40% | – |
| ET | New | ENERGY TRANSFER L P | $1,130,794 | – | 69,716 | +100.0% | 0.39% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $1,093,030 | – | 11,370 | +100.0% | 0.38% | – |
| DVY | New | ISHARES TRselect divid etf | $1,052,248 | – | 8,698 | +100.0% | 0.36% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $1,048,047 | – | 25,236 | +100.0% | 0.36% | – |
| NFLX | New | NETFLIX INC | $979,926 | – | 1,452 | +100.0% | 0.34% | – |
| CLX | New | CLOROX CO DEL | $954,138 | – | 6,992 | +100.0% | 0.33% | – |
| NKE | New | NIKE INCcl b | $945,569 | – | 12,546 | +100.0% | 0.32% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $924,824 | – | 18,714 | +100.0% | 0.32% | – |
| TJX | New | TJX COS INC NEW | $911,391 | – | 8,278 | +100.0% | 0.31% | – |
| AXP | New | AMERICAN EXPRESS CO | $877,993 | – | 3,792 | +100.0% | 0.30% | – |
| BAC | New | BANK AMERICA CORP | $871,404 | – | 21,911 | +100.0% | 0.30% | – |
| New | FIRST TR EXCHANGE-TRADED FDlimited duration | $851,988 | – | 45,464 | +100.0% | 0.29% | – | |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $831,206 | – | 18,232 | +100.0% | 0.29% | – |
| ABT | New | ABBOTT LABS | $812,616 | – | 7,820 | +100.0% | 0.28% | – |
| D | New | DOMINION ENERGY INC | $811,770 | – | 16,567 | +100.0% | 0.28% | – |
| DON | New | WISDOMTREE TRus midcap divid | $806,829 | – | 17,251 | +100.0% | 0.28% | – |
| CAT | New | CATERPILLAR INC | $796,871 | – | 2,392 | +100.0% | 0.27% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $776,759 | – | 3,208 | +100.0% | 0.27% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $776,811 | – | 26,805 | +100.0% | 0.27% | – |
| ED | New | CONSOLIDATED EDISON INC | $747,657 | – | 8,361 | +100.0% | 0.26% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $695,920 | – | 7,635 | +100.0% | 0.24% | – |
| New | HARBOR ETF TRUST | $693,296 | – | 30,820 | +100.0% | 0.24% | – | |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $694,811 | – | 12,691 | +100.0% | 0.24% | – |
| PM | New | PHILIP MORRIS INTL INC | $692,637 | – | 6,835 | +100.0% | 0.24% | – |
| WFC | New | WELLS FARGO CO NEW | $676,729 | – | 11,395 | +100.0% | 0.23% | – |
| DIS | New | DISNEY WALT CO | $670,152 | – | 6,749 | +100.0% | 0.23% | – |
| AMAT | New | APPLIED MATLS INC | $667,142 | – | 2,827 | +100.0% | 0.23% | – |
| PCT | New | PURECYCLE TECHNOLOGIES INC | $665,496 | – | 112,415 | +100.0% | 0.23% | – |
| New | GE VERNOVA INC | $664,773 | – | 3,876 | +100.0% | 0.23% | – | |
| TGT | New | TARGET CORP | $649,345 | – | 4,386 | +100.0% | 0.22% | – |
| DRVN | New | DRIVEN BRANDS HLDGS INC | $636,500 | – | 50,000 | +100.0% | 0.22% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $635,584 | – | 1,356 | +100.0% | 0.22% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $621,338 | – | 3,154 | +100.0% | 0.21% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $605,334 | – | 8,884 | +100.0% | 0.21% | – |
| New | CANADIAN PACIFIC KANSAS CITY | $605,712 | – | 7,692 | +100.0% | 0.21% | – | |
| ACN | New | ACCENTURE PLC IRELAND | $604,943 | – | 1,994 | +100.0% | 0.21% | – |
| TSLX | New | SIXTH STREET SPECIALTY LENDI | $599,786 | – | 28,093 | +100.0% | 0.21% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $596,545 | – | 3,449 | +100.0% | 0.20% | – |
| NVO | New | NOVO-NORDISK A Sadr | $584,235 | – | 4,093 | +100.0% | 0.20% | – |
| New | NU HLDGS LTD | $575,783 | – | 44,669 | +100.0% | 0.20% | – | |
| SPLG | New | SPDR SER TRportfolio s&p500 | $558,858 | – | 8,732 | +100.0% | 0.19% | – |
| ARCC | New | ARES CAPITAL CORP | $550,226 | – | 26,402 | +100.0% | 0.19% | – |
| BKNG | New | BOOKING HOLDINGS INC | $542,726 | – | 137 | +100.0% | 0.19% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $543,736 | – | 2,033 | +100.0% | 0.19% | – |
| PFE | New | PFIZER INC | $540,628 | – | 19,322 | +100.0% | 0.19% | – |
| KO | New | COCA COLA CO | $531,518 | – | 8,351 | +100.0% | 0.18% | – |
| YUM | New | YUM BRANDS INC | $525,271 | – | 3,966 | +100.0% | 0.18% | – |
| SCHW | New | SCHWAB CHARLES CORP | $503,082 | – | 6,827 | +100.0% | 0.17% | – |
| New | EVOLV TECHNOLOGIES HLDNGS IN | $498,300 | – | 195,412 | +100.0% | 0.17% | – | |
| TT | New | TRANE TECHNOLOGIES PLC | $497,342 | – | 1,512 | +100.0% | 0.17% | – |
| CSX | New | CSX CORP | $490,712 | – | 14,670 | +100.0% | 0.17% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $487,702 | – | 6,369 | +100.0% | 0.17% | – |
| HDB | New | HDFC BANK LTDsponsored ads | $467,229 | – | 7,263 | +100.0% | 0.16% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $458,261 | – | 2,358 | +100.0% | 0.16% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $457,785 | – | 1,457 | +100.0% | 0.16% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $457,428 | – | 3,138 | +100.0% | 0.16% | – |
| New | RUMBLE INC | $448,884 | – | 80,880 | +100.0% | 0.16% | – | |
| AEP | New | AMERICAN ELEC PWR CO INC | $449,543 | – | 5,124 | +100.0% | 0.16% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $441,441 | – | 825 | +100.0% | 0.15% | – |
| LSST | New | NATIXIS ETF TRloomis sayles | $434,790 | – | 18,215 | +100.0% | 0.15% | – |
| CSCO | New | CISCO SYS INC | $427,751 | – | 9,003 | +100.0% | 0.15% | – |
| AVGO | New | BROADCOM INC | $424,936 | – | 265 | +100.0% | 0.15% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $425,444 | – | 5,460 | +100.0% | 0.15% | – | |
| INOD | New | INNODATA INC | $425,043 | – | 28,661 | +100.0% | 0.15% | – |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $409,476 | – | 23,587 | +100.0% | 0.14% | – |
| ANTM | New | ELEVANCE HEALTH INC | $405,311 | – | 748 | +100.0% | 0.14% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $393,774 | – | 1,650 | +100.0% | 0.14% | – |
| New | AB ACTIVE ETFS INChigh yield etf | $394,430 | – | 10,833 | +100.0% | 0.14% | – | |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $395,148 | – | 15,600 | +100.0% | 0.14% | – |
| ZTS | New | ZOETIS INCcl a | $395,954 | – | 2,284 | +100.0% | 0.14% | – |
| New | CONSTELLATION ENERGY CORP | $393,375 | – | 1,964 | +100.0% | 0.14% | – | |
| COF | New | CAPITAL ONE FINL CORP | $393,336 | – | 2,841 | +100.0% | 0.14% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $387,344 | – | 4,300 | +100.0% | 0.13% | – |
| MO | New | ALTRIA GROUP INC | $370,823 | – | 8,141 | +100.0% | 0.13% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $371,283 | – | 671 | +100.0% | 0.13% | – |
| ETN | New | EATON CORP PLC | $371,557 | – | 1,185 | +100.0% | 0.13% | – |
| FNGR | New | FINGERMOTION INC | $363,668 | – | 142,615 | +100.0% | 0.12% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $360,488 | – | 8,238 | +100.0% | 0.12% | – |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $356,531 | – | 7,420 | +100.0% | 0.12% | – |
| ILMN | New | ILLUMINA INC | $351,865 | – | 3,371 | +100.0% | 0.12% | – |
| BKH | New | BLACK HILLS CORP | $344,769 | – | 6,340 | +100.0% | 0.12% | – |
| CI | New | THE CIGNA GROUP | $346,345 | – | 1,048 | +100.0% | 0.12% | – |
| BLK | New | BLACKROCK INC | $339,335 | – | 431 | +100.0% | 0.12% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $341,182 | – | 2,077 | +100.0% | 0.12% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $338,652 | – | 5,175 | +100.0% | 0.12% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC | $337,646 | – | 2,137 | +100.0% | 0.12% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $333,222 | – | 1,528 | +100.0% | 0.12% | – |
| T | New | AT&T INC | $329,848 | – | 17,261 | +100.0% | 0.11% | – |
| BIIB | New | BIOGEN INC | $329,648 | – | 1,422 | +100.0% | 0.11% | – |
| APH | New | AMPHENOL CORP NEWcl a | $322,568 | – | 4,788 | +100.0% | 0.11% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $322,050 | – | 3,845 | +100.0% | 0.11% | – |
| UL | New | UNILEVER PLCspon adr new | $322,241 | – | 5,860 | +100.0% | 0.11% | – |
| WRB | New | BERKLEY W R CORP | $320,764 | – | 4,082 | +100.0% | 0.11% | – |
| WSO | New | WATSCO INC | $317,319 | – | 685 | +100.0% | 0.11% | – |
| TPX | New | TEMPUR SEALY INTL INC | $310,787 | – | 6,565 | +100.0% | 0.11% | – |
| NLOK | New | GEN DIGITAL INC | $308,478 | – | 12,349 | +100.0% | 0.11% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $289,857 | – | 3,138 | +100.0% | 0.10% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $291,456 | – | 1,920 | +100.0% | 0.10% | – |
| IQLT | New | ISHARES TRmsci intl qualty | $287,720 | – | 7,368 | +100.0% | 0.10% | – |
| ADBE | New | ADOBE INC | $286,659 | – | 516 | +100.0% | 0.10% | – |
| IQV | New | IQVIA HLDGS INC | $283,330 | – | 1,340 | +100.0% | 0.10% | – |
| SNOW | New | SNOWFLAKE INCcl a | $284,770 | – | 2,108 | +100.0% | 0.10% | – |
| NVS | New | NOVARTIS AGsponsored adr | $285,675 | – | 2,683 | +100.0% | 0.10% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $284,758 | – | 7,272 | +100.0% | 0.10% | – |
| FMNY | New | FIRST TR EXCH TRADED FD IIInew york muni | $285,635 | – | 10,662 | +100.0% | 0.10% | – |
| PYPL | New | PAYPAL HLDGS INC | $281,620 | – | 4,853 | +100.0% | 0.10% | – |
| QCOM | New | QUALCOMM INC | $276,807 | – | 1,390 | +100.0% | 0.10% | – |
| SYK | New | STRYKER CORPORATION | $274,582 | – | 807 | +100.0% | 0.10% | – |
| IYR | New | ISHARES TRus real es etf | $277,434 | – | 3,162 | +100.0% | 0.10% | – |
| SO | New | SOUTHERN CO | $270,297 | – | 3,485 | +100.0% | 0.09% | – |
| EXC | New | EXELON CORP | $269,315 | – | 7,781 | +100.0% | 0.09% | – |
| MMM | New | 3M CO | $266,818 | – | 2,611 | +100.0% | 0.09% | – |
| SHOP | New | SHOPIFY INCcl a | $263,407 | – | 3,988 | +100.0% | 0.09% | – |
| PRU | New | PRUDENTIAL FINL INC | $263,919 | – | 2,252 | +100.0% | 0.09% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $263,606 | – | 1,926 | +100.0% | 0.09% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $256,274 | – | 243 | +100.0% | 0.09% | – |
| New | TELESAT CORP | $251,743 | – | 27,664 | +100.0% | 0.09% | – | |
| IWD | New | ISHARES TRrus 1000 val etf | $253,623 | – | 1,454 | +100.0% | 0.09% | – |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $251,092 | – | 4,430 | +100.0% | 0.09% | – |
| INTC | New | INTEL CORP | $249,534 | – | 8,057 | +100.0% | 0.09% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $243,334 | – | 1,400 | +100.0% | 0.08% | – |
| CDW | New | CDW CORP | $244,881 | – | 1,094 | +100.0% | 0.08% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $242,238 | – | 1,558 | +100.0% | 0.08% | – |
| TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $239,632 | – | 3,167 | +100.0% | 0.08% | – |
| SLV | New | ISHARES SILVER TRishares | $231,159 | – | 8,700 | +100.0% | 0.08% | – |
| New | COOPER COS INC | $227,155 | – | 2,602 | +100.0% | 0.08% | – | |
| CMI | New | CUMMINS INC | $226,834 | – | 819 | +100.0% | 0.08% | – |
| TXN | New | TEXAS INSTRS INC | $222,542 | – | 1,144 | +100.0% | 0.08% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $223,393 | – | 613 | +100.0% | 0.08% | – |
| APD | New | AIR PRODS & CHEMS INC | $225,020 | – | 872 | +100.0% | 0.08% | – |
| PAGP | New | PLAINS GP HLDGS L Pltd partnr int a | $223,331 | – | 11,867 | +100.0% | 0.08% | – |
| ETR | New | ENTERGY CORP NEW | $217,638 | – | 2,034 | +100.0% | 0.08% | – |
| GIII | New | G III APPAREL GROUP LTD | $216,560 | – | 8,000 | +100.0% | 0.08% | – |
| KR | New | KROGER CO | $209,706 | – | 4,200 | +100.0% | 0.07% | – |
| AMP | New | AMERIPRISE FINL INC | $205,906 | – | 482 | +100.0% | 0.07% | – |
| MU | New | MICRON TECHNOLOGY INC | $204,135 | – | 1,552 | +100.0% | 0.07% | – |
| GDX | New | VANECK ETF TRUSTgold miners etf | $203,580 | – | 6,000 | +100.0% | 0.07% | – |
| WYY | New | WIDEPOINT CORP | $195,895 | – | 46,753 | +100.0% | 0.07% | – |
| KYN | New | KAYNE ANDERSON ENERGY INFRST | $180,403 | – | 17,464 | +100.0% | 0.06% | – |
| TLRY | New | TILRAY BRANDS INC | $166,000 | – | 100,000 | +100.0% | 0.06% | – |
| OSTK | New | BEYOND INC | $130,800 | – | 10,000 | +100.0% | 0.04% | – |
| JFR | New | NUVEEN FLOATING RATE INCOME | $121,541 | – | 14,051 | +100.0% | 0.04% | – |
| INSE | New | INSPIRED ENTMT INC | $109,800 | – | 12,000 | +100.0% | 0.04% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $97,890 | – | 35,857 | +100.0% | 0.03% | – |
| NOK | New | NOKIA CORPsponsored adr | $75,052 | – | 19,855 | +100.0% | 0.03% | – |
| REAL | New | THE REALREAL INC | $73,598 | – | 23,071 | +100.0% | 0.02% | – |
| UFI | New | UNIFI INC | $58,900 | – | 10,000 | +100.0% | 0.02% | – |
| GERN | New | GERON CORP | $42,824 | – | 10,100 | +100.0% | 0.02% | – |
| New | TC BIOPHARM HOLDINGS PLCsponsored adr | $41,215 | – | 50,000 | +100.0% | 0.01% | – | |
| NYCB | New | NEW YORK CMNTY BANCORP INC | $41,904 | – | 13,014 | +100.0% | 0.01% | – |
| SAVE | New | SPIRIT AIRLS INC | $39,206 | – | 10,712 | +100.0% | 0.01% | – |
| PRPL | New | PURPLE INNOVATION INC | $36,400 | – | 35,000 | +100.0% | 0.01% | – |
| MTNB | New | MATINAS BIOPHARMA HLDGS INC | $24,734 | – | 156,250 | +100.0% | 0.01% | – |
| New | TIZIANA LIFE SCIENCES LTD | $27,570 | – | 30,000 | +100.0% | 0.01% | – | |
| New | GD CULTURE GROUP LTD | $23,000 | – | 20,000 | +100.0% | 0.01% | – | |
| WRAP | New | WRAP TECHNOLOGIES INC | $23,954 | – | 11,977 | +100.0% | 0.01% | – |
| HYFM | New | HYDROFARM HLDGS GROUP INC | $22,752 | – | 32,974 | +100.0% | 0.01% | – |
| GSAT | New | GLOBALSTAR INC | $13,440 | – | 12,000 | +100.0% | 0.01% | – |
| TCS | New | CONTAINER STORE GROUP INC | $10,033 | – | 18,580 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 17 | Q2 2024 | 11.0% |
| MICROSOFT CORP | 17 | Q2 2024 | 6.3% |
| SPDR S&P 500 ETF TR | 17 | Q2 2024 | 6.8% |
| AMAZON COM INC | 17 | Q2 2024 | 3.6% |
| JPMORGAN CHASE & CO | 17 | Q2 2024 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 17 | Q2 2024 | 2.2% |
| META PLATFORMS INC | 17 | Q2 2024 | 2.6% |
| ALPHABET INC | 17 | Q2 2024 | 2.0% |
| JOHNSON & JOHNSON | 17 | Q2 2024 | 1.9% |
| PFIZER INC | 17 | Q2 2024 | 2.3% |
View Platform Technology Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-04 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-01 |
View Platform Technology Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.