$194 Thousand is the total value of Platform Technology Partners's 207 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHY | New | ISHARES TR1 3 yr treas bd | $4,470,300 | – | 55,073 | +100.0% | 2.31% | – |
| New | RUMBLE INC | $599,165 | – | 100,700 | +100.0% | 0.31% | – | |
| TSLX | New | SIXTH STREET SPECIALTY LENDI | $373,800 | – | 21,000 | +100.0% | 0.19% | – |
| FMNY | New | FIRST TR EXCH TRADED FD IIInew york muni | $281,850 | – | 10,662 | +100.0% | 0.15% | – |
| ETN | New | EATON CORP PLC | $266,344 | – | 1,697 | +100.0% | 0.14% | – |
| IQLT | New | ISHARES TRmsci intl qualty | $258,569 | – | 7,983 | +100.0% | 0.13% | – |
| NVO | New | NOVO-NORDISK A Sadr | $247,131 | – | 1,826 | +100.0% | 0.13% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $244,968 | – | 4,080 | +100.0% | 0.13% | – |
| APD | New | AIR PRODS & CHEMS INC | $232,736 | – | 755 | +100.0% | 0.12% | – |
| BKNG | New | BOOKING HOLDINGS INC | $229,742 | – | 114 | +100.0% | 0.12% | – |
| SYK | New | STRYKER CORPORATION | $220,530 | – | 902 | +100.0% | 0.11% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $215,372 | – | 1,585 | +100.0% | 0.11% | – |
| YUMC | New | YUM CHINA HLDGS INC | $211,625 | – | 3,872 | +100.0% | 0.11% | – |
| GPC | New | GENUINE PARTS CO | $208,906 | – | 1,204 | +100.0% | 0.11% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $204,255 | – | 242 | +100.0% | 0.11% | – |
| TXN | New | TEXAS INSTRS INC | $204,047 | – | 1,235 | +100.0% | 0.10% | – |
| COO | New | COOPER COS INC | $202,701 | – | 613 | +100.0% | 0.10% | – |
| F | New | FORD MTR CO DEL | $116,669 | – | 10,032 | +100.0% | 0.06% | – |
| CUEN | New | CUENTAS INC | $90,850 | – | 500,000 | +100.0% | 0.05% | – |
| New | TERAWULF INC | $79,872 | – | 120,000 | +100.0% | 0.04% | – | |
| PHK | New | PIMCO HIGH INCOME FD | $58,195 | – | 12,303 | +100.0% | 0.03% | – |
| New | ROVER GROUP INC | $39,820 | – | 10,850 | +100.0% | 0.02% | – | |
| CRKN | New | CROWN ELECTROKINETICS CORP | $18,920 | – | 100,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q3 2023 | 11.0% |
| MICROSOFT CORP | 15 | Q3 2023 | 5.8% |
| SPDR S&P 500 ETF TR | 15 | Q3 2023 | 6.8% |
| AMAZON COM INC | 15 | Q3 2023 | 3.1% |
| JPMORGAN CHASE & CO | 15 | Q3 2023 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 2.2% |
| META PLATFORMS INC | 15 | Q3 2023 | 2.6% |
| ALPHABET INC | 15 | Q3 2023 | 2.0% |
| PFIZER INC | 15 | Q3 2023 | 2.3% |
| JOHNSON & JOHNSON | 15 | Q3 2023 | 1.9% |
View Platform Technology Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2021-11-04 |
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.