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.
- Positions
- 262
- No filing for Q1 2021
- Portfolio value
- $242.8M
- No filing for Q1 2021
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.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 4,617 | $1.06M | 0.4% | – | – | History |
| WMTWalmart Inc. | Stock | 7,557 | $1.07M | 0.4% | – | – | History |
| AMGNAmgen Inc | Stock | 4,410 | $1.07M | 0.4% | – | – | History |
| TGTTarget Corp | Stock | 4,488 | $1.08M | 0.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 2,758 | $1.09M | 0.4% | – | – | History |
| SOSouthern Co | Stock | 18,047 | $1.09M | 0.4% | – | – | History |
| GABGabelli Equity Trust Inc | COM | 159,187 | $1.10M | 0.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 3,011 | $1.21M | 0.5% | – | – | History |
| MDTMedtronic plc | Stock | 10,186 | $1.26M | 0.5% | – | – | History |
| SBUXStarbucks Corp | Stock | 11,587 | $1.30M | 0.5% | – | – | History |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 40,781 | $1.30M | 0.5% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 16,812 | $1.31M | 0.5% | – | – | History |
| TSLATesla, Inc. | Stock | 1,957 | $1.33M | 0.5% | – | – | History |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 23,675 | $1.33M | 0.5% | – | – | – |
| CVXChevron Corp | Stock | 12,994 | $1.36M | 0.6% | – | – | History |
| Paramount Global92556H206 | CL B | 30,205 | $1.36M | 0.6% | – | – | – |
| BXBlackstone Inc. | COM | 14,102 | $1.37M | 0.6% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 3,651 | $1.39M | 0.6% | – | – | History |
| HONHoneywell International Inc | COM | 6,412 | $1.41M | 0.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | 12,525 | $1.41M | 0.6% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 61,563 | $1.49M | 0.6% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 145,220 | $1.54M | 0.6% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,934 | $1.55M | 0.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,375 | $1.55M | 0.6% | – | – | – |
| WMBWilliams Companies, Inc. | COM | 58,850 | $1.56M | 0.6% | – | – | History |
| Natixis ETF Tr63873X208 | LOOMIS SAYLES | 63,212 | $1.59M | 0.7% | – | – | – |
| PGProcter & Gamble Co | Stock | 12,001 | $1.62M | 0.7% | – | – | History |
| RTXRTX Corp | Stock | 19,021 | $1.62M | 0.7% | – | – | History |
| VVisa Inc. | Stock | 7,053 | $1.65M | 0.7% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,661 | $1.65M | 0.7% | – | – | History |
| MCDMcDonalds Corp | Stock | 7,249 | $1.67M | 0.7% | – | – | History |
| ABTAbbott Laboratories | Stock | 14,553 | $1.69M | 0.7% | – | – | History |
| FEFirstenergy Corp | COM | 45,463 | $1.69M | 0.7% | – | – | History |
| HDHome Depot, Inc. | Stock | 5,402 | $1.72M | 0.7% | – | – | History |
| TAT&T Inc. | Stock | 60,290 | $1.74M | 0.7% | – | – | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 7,598 | $1.76M | 0.7% | – | – | – |
| MAMastercard Inc | Stock | 5,018 | $1.83M | 0.8% | – | – | History |
| NKENIKE, Inc. | Stock | 11,907 | $1.84M | 0.8% | – | – | History |
| WRAPWrap Technologies, Inc. | COM | 234,607 | $1.84M | 0.8% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 11,699 | $1.89M | 0.8% | – | – | History |
| VZVerizon Communications Inc | Stock | 34,159 | $1.91M | 0.8% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 28,681 | $1.92M | 0.8% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 785 | $1.92M | 0.8% | – | – | History |
| PEPPepsiCo Inc | Stock | 13,487 | $2.00M | 0.8% | – | – | History |
| DISWalt Disney Co | Stock | 11,412 | $2.01M | 0.8% | – | – | History |
| LORLLoral Space & Communications Inc. | COM | 52,319 | $2.03M | 0.8% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,034 | $2.20M | 0.9% | – | – | – |
| UNPUnion Pacific Corp | Stock | 10,102 | $2.22M | 0.9% | – | – | History |
| BACBank of America Corp | Stock | 55,704 | $2.30M | 0.9% | – | – | History |
| JNJJohnson & Johnson | Stock | 16,177 | $2.67M | 1.1% | – | – | History |
| PFEPfizer Inc | Stock | 73,603 | $2.88M | 1.2% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 7,006 | $3.01M | 1.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,302 | $3.26M | 1.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 12,558 | $3.49M | 1.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 28,005 | $4.36M | 1.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 13,327 | $4.63M | 1.9% | – | – | History |
| APOApollo Global Management, Inc. | COM CL A | 77,078 | $4.79M | 2.0% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 64,215 | $4.86M | 2.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,812 | $6.23M | 2.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 40,742 | $11.0M | 4.5% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,442 | $13.0M | 5.4% | – | – | History |
| AAPLApple Inc. | Stock | 134,719 | $18.5M | 7.6% | – | – | History |