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 |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 9,563 | $2.51M | 0.9% | – | – | History |
| PGProcter & Gamble Co | Stock | 15,270 | $2.52M | 0.9% | – | – | History |
| GEGeneral Electric Co | Stock | 15,889 | $2.53M | 0.9% | – | – | History |
| RTXRTX Corp | Stock | 25,740 | $2.58M | 0.9% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,996 | $2.61M | 0.9% | – | – | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 58,449 | $2.82M | 1.0% | – | – | – |
| PEPPepsiCo Inc | Stock | 17,445 | $2.88M | 1.0% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 35,742 | $2.92M | 1.0% | – | – | – |
| CVXChevron Corp | Stock | 18,723 | $2.93M | 1.0% | – | – | History |
| HDHome Depot, Inc. | Stock | 8,769 | $3.02M | 1.0% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 6,042 | $3.02M | 1.0% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 3,756 | $3.19M | 1.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 23,686 | $3.46M | 1.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,036 | $3.83M | 1.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 23,655 | $4.31M | 1.5% | – | – | History |
| GOOGAlphabet Inc. | Stock | 23,781 | $4.36M | 1.5% | – | – | History |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 94,223 | $4.37M | 1.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,165 | $5.02M | 1.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 10,005 | $5.04M | 1.7% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 13,924 | $5.66M | 1.9% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 28,557 | $5.78M | 2.0% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 78,392 | $6.10M | 2.1% | – | – | – |
| APOApollo Global Management, Inc. | COM | 65,460 | $7.73M | 2.7% | – | – | History |
| NVDANVIDIA Corp | Stock | 75,224 | $9.29M | 3.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 54,768 | $10.6M | 3.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 36,911 | $16.5M | 5.7% | – | – | History |
| AAPLApple Inc. | Stock | 131,357 | $27.7M | 9.5% | – | – | History |