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Platform Technology Partners

SEC CIK
0001830817
Latest filing
Jul 24, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 5, 2021. Long positions only.

Institution overview
Positions
262
No filing for Q1 2021
Portfolio value
$242.8M
No filing for Q1 2021
Filed
Aug 5, 2021
SEC

Platform Technology Partners did not file a 13F for Q1 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Platform Technology Partners in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BLKBlackRock, Inc.COM409$358.0K0.1%––History
ULUnilever PLCSPON ADR NEW6,190$362.0K0.1%––History
GDVGabelli Dividend & Income TrustCOM13,930$366.0K0.2%––History
STLSterling BancorpCOM15,092$374.0K0.2%––History
PNCPNC Financial Services Group, Inc.Stock1,977$377.0K0.2%––History
ETF Ser Solutions26922A172NATIONWIDE RSK13,414$378.0K0.2%–––
Invesco Actively Managed Exc46090A705S&P500 DOWNSID10,910$388.0K0.2%–––
UTGReaves Utility Income FundCOM SH BEN INT11,385$391.0K0.2%––History
UPSUnited Parcel Service IncStock1,931$402.0K0.2%––History
BABAAlibaba Group Holding LtdADR1,783$404.0K0.2%––History
EXASExact Sciences CorpCOM3,253$404.0K0.2%––History
ADBEAdobe Inc.Stock694$406.0K0.2%––History
PMPhilip Morris International Inc.Stock4,097$406.0K0.2%––History
AEPAmerican Electric Power Co IncStock4,818$408.0K0.2%––History
MHNBlackRock Muniholdings New York Quality Fund, Inc.COM27,908$412.0K0.2%––History
MDLZMondelez International, Inc.Stock6,649$415.0K0.2%––History
EXCExelon CorpStock9,466$419.0K0.2%––History
CPRICapri Holdings LtdSHS7,438$425.0K0.2%––History
VRSKVerisk Analytics, Inc.COM2,435$425.0K0.2%––History
INTCIntel CorpStock7,598$427.0K0.2%––History
First Tr Exchange Traded FD33738R118NASD TECH DIV7,487$429.0K0.2%–––
ABNBAirbnb, Inc.Stock2,837$434.0K0.2%––History
GEGeneral Electric CoCOM32,264$434.0K0.2%––History
CUENWCuentas Inc.*W EXP 99/99/999219,736$444.0K0.2%––History
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM54,885$454.0K0.2%––History
BKNGBooking Holdings Inc.Stock211$462.0K0.2%––History
First Tr Exchange-Traded FD33738D309SENIOR LN FD9,644$463.0K0.2%–––
First Tr Exch Traded FD III33739E108PFD SECS INC ETF22,735$468.0K0.2%–––
WFCWells Fargo & CompanyStock10,355$469.0K0.2%––History
IHRTiHeartMedia, Inc.COM CL A17,919$483.0K0.2%––History
CATCaterpillar IncStock2,222$484.0K0.2%––History
YUMYum Brands IncStock4,283$493.0K0.2%––History
CHWYChewy, Inc.CL A6,206$495.0K0.2%––History
MDYSPDR S&P Midcap 400 ETF TrustETF1,029$505.0K0.2%––History
iShares Core S&P Small Cap ETF464287804ETF4,483$507.0K0.2%–––
BKHBlack Hills CorpCOM7,720$507.0K0.2%––History
SRCLStericycle IncCOM7,120$509.0K0.2%––History
BIIBBiogen Inc.COM1,486$515.0K0.2%––History
NVONovo Nordisk A SADR6,173$517.0K0.2%––History
IFFInternational Flavors & Fragrances IncCOM3,526$527.0K0.2%––History
DUKDuke Energy CORPStock5,349$528.0K0.2%––History
CSXCSX CorpStock16,716$536.0K0.2%––History
COPConocoPhillipsStock8,946$545.0K0.2%––History
NCLHNorwegian Cruise Line Holdings Ltd.SHS18,785$552.0K0.2%––History
XMQualtrics International Inc.COM CL A14,555$557.0K0.2%––History
EMOClearBridge Energy Midstream Opportunity Fund Inc.COM24,288$560.0K0.2%––History
CSCOCisco Systems, Inc.Stock10,695$567.0K0.2%––History
IBMInternational Business Machines CorpStock3,865$567.0K0.2%––History
COFCapital One Financial CorpStock3,707$573.0K0.2%––History
GLDSPDR Gold TrustETF3,523$584.0K0.2%––History
KMBKimberly Clark CorpStock4,379$586.0K0.2%––History
DDominion Energy, IncStock8,104$596.0K0.2%––History
PENNPENN Entertainment, Inc.COM7,788$596.0K0.2%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF2,688$599.0K0.2%–––
iShares Tr464287739U.S. REAL ES ETF5,881$600.0K0.2%–––
DKNGDraftKings Inc.COM CL A11,542$602.0K0.2%––History
APHAmphenol CorpCL A8,811$603.0K0.2%––History
AKAMAkamai Technologies IncCOM5,316$620.0K0.3%––History
CLXClorox CoStock3,481$626.0K0.3%––History
XOMExxonMobil Holdings CorpCOM10,005$631.0K0.3%––History
ISBCInvestors Bancorp, Inc.COM44,361$633.0K0.3%––History
PRKSUnited Parks & Resorts Inc.COM12,694$634.0K0.3%––History
CMCSAComcast CorpStock11,149$636.0K0.3%––History
ACNAccenture plcStock2,205$650.0K0.3%––History
AMTAmerican Tower CorpREIT2,441$659.0K0.3%––History
CLColgate Palmolive CoStock8,224$669.0K0.3%––History
Advisorshares Tr00768Y453PURE US CANN ETF17,318$693.0K0.3%–––
HYFMHydrofarm Holdings Group, Inc.COM11,865$701.0K0.3%––History
AXPAmerican Express CoStock4,286$708.0K0.3%––History
TWTRTwitter, Inc.COM10,308$709.0K0.3%––History
BMEBlackRock Health Sciences TrustCOM14,800$718.0K0.3%––History
WisdomTree Tr97717W505US MIDCAP DIVID17,251$724.0K0.3%–––
APTVAptiv PLCSHS4,684$737.0K0.3%––History
SWKStanley Black & Decker, Inc.COM3,640$746.0K0.3%––History
Vanguard Real Estate ETF922908553ETF7,347$748.0K0.3%–––
CDWCDW CorpCOM4,296$750.0K0.3%––History
STZConstellation Brands, Inc.Stock3,238$757.0K0.3%––History
CRMSalesforce, Inc.Stock3,182$777.0K0.3%––History
MMM3M CoStock3,912$777.0K0.3%––History
PAGPPlains GP Holdings LPLTD PARTNR INT A67,119$801.0K0.3%––History
EDConsolidated Edison IncStock11,849$850.0K0.4%––History
PHASPhaseBio Pharmaceuticals IncCOM229,373$853.0K0.4%––History
IQVIQVIA Holdings Inc.Stock3,551$860.0K0.4%––History
NEENextera Energy IncStock11,735$860.0K0.4%––History
ProShares Tr74348A467S&P 500 DV ARIST9,494$860.0K0.4%–––
KSUKansas City SouthernCOM NEW3,186$903.0K0.4%––History
TJXTJX Companies IncStock13,790$930.0K0.4%––History
ORCLOracle CorpStock12,092$941.0K0.4%––History
ADPAutomatic Data Processing IncStock4,769$947.0K0.4%––History
ZTSZoetis Inc.Stock5,123$955.0K0.4%––History
PLTRPalantir Technologies Inc.Stock36,854$971.0K0.4%––History
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT19,249$980.0K0.4%–––
SPGIS&P Global Inc.Stock2,397$984.0K0.4%––History
CBChubb LtdStock6,251$993.0K0.4%––History
BABoeing CoStock4,257$1.02M0.4%––History
Vanguard Morningstar Value ETF922908744ETF7,422$1.02M0.4%–––
WisdomTree Tr97717W307US LARGECAP DIVD8,498$1.02M0.4%–––
iShares Select Dividend ETF464287168ETF8,807$1.03M0.4%–––
NVDANVIDIA CorpStock1,290$1.03M0.4%––History
SCHWSchwab Charles CorpStock14,491$1.05M0.4%––History