Platform Technology Partners
- SEC CIK
- 0001830817
- Latest filing
- Jul 24, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 30, 2024. Long positions only.
- Positions
- 227
- No filing for Q1 2024
- Portfolio value
- $290.5M
- No filing for Q1 2024
Platform Technology Partners did not file a 13F for Q1 2024, 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 |
|---|---|---|---|---|---|---|---|
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 825 | $441.4K | 0.2% | – | – | History |
| RUMRUM Group Inc. | Stock | 80,880 | $448.9K | 0.2% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 5,124 | $449.5K | 0.2% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,138 | $457.4K | 0.2% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,457 | $457.8K | 0.2% | – | – | – |
| AMTAmerican Tower Corp | REIT | 2,358 | $458.3K | 0.2% | – | – | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,263 | $467.2K | 0.2% | – | – | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,369 | $487.7K | 0.2% | – | – | – |
| CSXCSX Corp | Stock | 14,670 | $490.7K | 0.2% | – | – | History |
| TTTrane Technologies plc | SHS | 1,512 | $497.3K | 0.2% | – | – | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 195,412 | $498.3K | 0.2% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 6,827 | $503.1K | 0.2% | – | – | History |
| YUMYum Brands Inc | Stock | 3,966 | $525.3K | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 8,351 | $531.5K | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 19,322 | $540.6K | 0.2% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 137 | $542.7K | 0.2% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,033 | $543.7K | 0.2% | – | – | – |
| ARCCAres Capital Corp | CEF | 26,402 | $550.2K | 0.2% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 8,732 | $558.9K | 0.2% | – | – | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 44,669 | $575.8K | 0.2% | – | – | History |
| NVONovo Nordisk A S | ADR | 4,093 | $584.2K | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 3,449 | $596.5K | 0.2% | – | – | History |
| TSLXSixth Street Specialty Lending, Inc. | COM | 28,093 | $599.8K | 0.2% | – | – | History |
| ACNAccenture plc | Stock | 1,994 | $604.9K | 0.2% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,884 | $605.3K | 0.2% | – | – | – |
| CPCanadian Pacific Kansas City Ltd | COM | 7,692 | $605.7K | 0.2% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,154 | $621.3K | 0.2% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,356 | $635.6K | 0.2% | – | – | History |
| DRVNDriven Brands Holdings Inc. | COM | 50,000 | $636.5K | 0.2% | – | – | History |
| TGTTarget Corp | Stock | 4,386 | $649.3K | 0.2% | – | – | History |
| GEVGE Vernova Inc. | Stock | 3,876 | $664.8K | 0.2% | – | – | History |
| PCTPureCycle Technologies, Inc. | COM | 112,415 | $665.5K | 0.2% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,827 | $667.1K | 0.2% | – | – | History |
| DISWalt Disney Co | Stock | 6,749 | $670.2K | 0.2% | – | – | History |
| WFCWells Fargo & Company | Stock | 11,395 | $676.7K | 0.2% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 6,835 | $692.6K | 0.2% | – | – | History |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 30,820 | $693.3K | 0.2% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 12,691 | $694.8K | 0.2% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,635 | $695.9K | 0.2% | – | – | – |
| EDConsolidated Edison Inc | Stock | 8,361 | $747.7K | 0.3% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,208 | $776.8K | 0.3% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 26,805 | $776.8K | 0.3% | – | – | History |
| CATCaterpillar Inc | Stock | 2,392 | $796.9K | 0.3% | – | – | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $806.8K | 0.3% | – | – | – |
| DDominion Energy, Inc | Stock | 16,567 | $811.8K | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 7,820 | $812.6K | 0.3% | – | – | History |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 18,232 | $831.2K | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 45,464 | $852.0K | 0.3% | – | – | – |
| BACBank of America Corp | Stock | 21,911 | $871.4K | 0.3% | – | – | History |
| AXPAmerican Express Co | Stock | 3,792 | $878.0K | 0.3% | – | – | History |
| TJXTJX Companies Inc | Stock | 8,278 | $911.4K | 0.3% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,714 | $924.8K | 0.3% | – | – | – |
| NKENIKE, Inc. | Stock | 12,546 | $945.6K | 0.3% | – | – | History |
| CLXClorox Co | Stock | 6,992 | $954.1K | 0.3% | – | – | History |
| NFLXNetflix Inc | Stock | 1,452 | $979.9K | 0.3% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 25,236 | $1.05M | 0.4% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 8,698 | $1.05M | 0.4% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 11,370 | $1.09M | 0.4% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 69,716 | $1.13M | 0.4% | – | – | History |
| HONHoneywell International Inc | COM | 5,422 | $1.16M | 0.4% | – | – | History |
| VZVerizon Communications Inc | Stock | 28,782 | $1.19M | 0.4% | – | – | History |
| GLDSPDR Gold Trust | ETF | 5,665 | $1.22M | 0.4% | – | – | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $1.24M | 0.4% | – | – | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $1.24M | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 10,797 | $1.24M | 0.4% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,999 | $1.28M | 0.4% | – | – | – |
| MAMastercard Inc | Stock | 3,319 | $1.46M | 0.5% | – | – | History |
| ORCLOracle Corp | Stock | 10,494 | $1.48M | 0.5% | – | – | History |
| COPConocoPhillips | Stock | 13,049 | $1.49M | 0.5% | – | – | History |
| SBUXStarbucks Corp | Stock | 19,174 | $1.49M | 0.5% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 12,158 | $1.51M | 0.5% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 5,882 | $1.51M | 0.5% | – | – | History |
| CLColgate Palmolive Co | Stock | 15,611 | $1.51M | 0.5% | – | – | History |
| SPGIS&P Global Inc. | Stock | 3,422 | $1.53M | 0.5% | – | – | History |
| CRMSalesforce, Inc. | Stock | 6,102 | $1.57M | 0.5% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,387 | $1.62M | 0.6% | – | – | – |
| DUKDuke Energy CORP | Stock | 16,411 | $1.64M | 0.6% | – | – | History |
| MDTMedtronic plc | Stock | 20,938 | $1.65M | 0.6% | – | – | History |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 89,815 | $1.65M | 0.6% | – | – | – |
| BABoeing Co | Stock | 9,467 | $1.72M | 0.6% | – | – | History |
| WMTWalmart Inc. | Stock | 25,492 | $1.73M | 0.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | 10,449 | $1.79M | 0.6% | – | – | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 24,201 | $1.81M | 0.6% | – | – | – |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 73,759 | $1.84M | 0.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,026 | $1.88M | 0.6% | – | – | – |
| WMBWilliams Companies, Inc. | COM | 44,262 | $1.88M | 0.6% | – | – | History |
| LMTLockheed Martin Corp | Stock | 4,103 | $1.92M | 0.7% | – | – | History |
| UNPUnion Pacific Corp | Stock | 8,510 | $1.93M | 0.7% | – | – | History |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 31,821 | $1.93M | 0.7% | – | – | – |
| LLYEli Lilly & Co | Stock | 2,239 | $2.03M | 0.7% | – | – | History |
| AMGNAmgen Inc | Stock | 6,495 | $2.03M | 0.7% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 4,096 | $2.09M | 0.7% | – | – | History |
| MCDMcDonalds Corp | Stock | 8,564 | $2.18M | 0.8% | – | – | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 36,730 | $2.21M | 0.8% | – | – | – |
| BXBlackstone Inc. | COM | 18,194 | $2.25M | 0.8% | – | – | History |
| TSLATesla, Inc. | Stock | 11,506 | $2.28M | 0.8% | – | – | History |
| CBChubb Ltd | Stock | 9,065 | $2.31M | 0.8% | – | – | History |
| NEENextera Energy Inc | Stock | 33,227 | $2.35M | 0.8% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 5,240 | $2.37M | 0.8% | – | – | History |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 95,703 | $2.37M | 0.8% | – | – | – |