$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JUPW | Exit | JUPITER WELLNESS INC | $0 | – | -37,839 | -100.0% | -0.02% | – |
| PHAS | Exit | PHASEBIO PHARMACEUTICALS INC | $0 | – | -231,900 | -100.0% | -0.02% | – |
| BNY | Exit | BLACKROCK N Y MUN INCOME TRUsh ben int | $0 | – | -13,595 | -100.0% | -0.08% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -600 | -100.0% | -0.12% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -3,207 | -100.0% | -0.13% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -1,120 | -100.0% | -0.13% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,132 | -100.0% | -0.14% | – |
| CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -7,966 | -100.0% | -0.16% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -7,030 | -100.0% | -0.18% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -4,666 | -100.0% | -0.20% | – |
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.