Platform Technology Partners
- SEC CIK
- 0001830817
- Latest filing
- Jul 24, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 1, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 235
- +17 vs. Q4 2024
- Portfolio value
- $343.5M
- +$13.3M (+4.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 2,880 | $482.2K | 0.1% | +102+3.7% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 1,641 | $501.3K | 0.1% | +25+1.5% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,969 | $503.1K | 0.1% | −880−30.9% | Reduced | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,644 | $507.9K | 0.1% | +201+2.7% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,349 | $513.7K | 0.1% | −415−3.5% | Reduced | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,338 | $517.6K | 0.2% | −52−0.8% | Reduced | – |
| AMTAmerican Tower Corp | REIT | 2,412 | $524.9K | 0.2% | −17−0.7% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 7,530 | $528.4K | 0.2% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 6,872 | $537.9K | 0.2% | +45+0.7% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,003 | $550.6K | 0.2% | −274−12.0% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 9,013 | $556.2K | 0.2% | +206+2.3% | Added | History |
| TXNTexas Instruments Inc | Stock | 3,154 | $566.8K | 0.2% | +2,014+176.7% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 5,188 | $566.9K | 0.2% | +158+3.1% | Added | History |
| PFEPfizer Inc | Stock | 22,858 | $579.2K | 0.2% | +5,089+28.6% | Added | History |
| KOCoca Cola Co | Stock | 8,156 | $584.2K | 0.2% | +81+1.0% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 7,014 | $591.9K | 0.2% | +1,637+30.4% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,423 | $593.0K | 0.2% | +180+5.6% | Added | – |
| BKNGBooking Holdings Inc. | Stock | 132 | $608.1K | 0.2% | +3+2.3% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,265 | $613.4K | 0.2% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 3,075 | $613.5K | 0.2% | +930+43.4% | Added | – |
| ACNAccenture plc | Stock | 1,979 | $617.6K | 0.2% | −39−1.9% | Reduced | History |
| YUMYum Brands Inc | Stock | 3,967 | $624.2K | 0.2% | +10.0% | Added | History |
| DISWalt Disney Co | Stock | 6,546 | $646.1K | 0.2% | +6,546 | New | History |
| TSLXSixth Street Specialty Lending, Inc. | COM | 29,385 | $657.6K | 0.2% | +460+1.6% | Added | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 224,802 | $701.4K | 0.2% | +39,351+21.2% | Added | History |
| WFCWells Fargo & Company | Stock | 9,904 | $711.0K | 0.2% | +18+0.2% | Added | History |
| BACBank of America Corp | Stock | 17,962 | $749.5K | 0.2% | +186+1.0% | Added | History |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 7,500 | $755.3K | 0.2% | +7,500 | New | – |
| CATCaterpillar Inc | Stock | 2,301 | $758.7K | 0.2% | +9+0.4% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 12,124 | $797.3K | 0.2% | −574−4.5% | Reduced | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 12,227 | $811.2K | 0.2% | +5,977+95.6% | Added | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,537 | $830.8K | 0.2% | −133−1.2% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,690 | $830.8K | 0.2% | +2,248+65.3% | Added | – |
| GEVGE Vernova Inc. | Stock | 2,739 | $836.2K | 0.2% | −5−0.2% | Reduced | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $854.3K | 0.2% | 00.0% | Unchanged | – |
| AB Active ETFs Inc00039J608 | HIGH YIELD ETF | 23,472 | $864.7K | 0.3% | +2,685+12.9% | Added | – |
| PCTPureCycle Technologies, Inc. | COM | 125,822 | $870.7K | 0.3% | +43,163+52.2% | Added | History |
| OKEONEOK Inc | COM | 8,799 | $873.0K | 0.3% | +8,799 | New | History |
| ZTSZoetis Inc. | Stock | 5,313 | $874.8K | 0.3% | +2,950+124.8% | Added | History |
| TTTrane Technologies plc | SHS | 2,713 | $914.1K | 0.3% | +1,207+80.1% | Added | History |
| EDConsolidated Edison Inc | Stock | 8,369 | $925.5K | 0.3% | +18+0.2% | Added | History |
| COFCapital One Financial Corp | Stock | 5,193 | $931.1K | 0.3% | +2,385+84.9% | Added | History |
| AXPAmerican Express Co | Stock | 3,501 | $942.0K | 0.3% | +17+0.5% | Added | History |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 47,087 | $958.0K | 0.3% | +5,303+12.7% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,855 | $984.3K | 0.3% | −3,344−20.6% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,545 | $985.4K | 0.3% | +125+1.2% | Added | – |
| ABTAbbott Laboratories | Stock | 7,666 | $1.02M | 0.3% | +87+1.1% | Added | History |
| TJXTJX Companies Inc | Stock | 8,353 | $1.02M | 0.3% | +49+0.6% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,945 | $1.02M | 0.3% | −44−1.1% | Reduced | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,546 | $1.08M | 0.3% | −347−3.2% | Reduced | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $1.08M | 0.3% | 00.0% | Unchanged | – |
| DDominion Energy, Inc | Stock | 19,476 | $1.09M | 0.3% | +1,146+6.3% | Added | History |
| HONHoneywell International Inc | COM | 5,215 | $1.10M | 0.3% | +109+2.1% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,501 | $1.12M | 0.3% | 00.0% | Unchanged | – |
| CLXClorox Co | Stock | 7,753 | $1.14M | 0.3% | +315+4.2% | Added | History |
| NFLXNetflix Inc | Stock | 1,252 | $1.17M | 0.3% | −159−11.3% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 8,698 | $1.17M | 0.3% | 00.0% | Unchanged | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 27,280 | $1.18M | 0.3% | +1,149+4.4% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 20,304 | $1.19M | 0.3% | +726+3.7% | Added | – |
| STZConstellation Brands, Inc. | Stock | 6,627 | $1.22M | 0.4% | +566+9.3% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,491 | $1.24M | 0.4% | +2,041+453.6% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 68,131 | $1.27M | 0.4% | +832+1.2% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 24,971 | $1.27M | 0.4% | +222+0.9% | Added | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $1.27M | 0.4% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 8,074 | $1.28M | 0.4% | +71+0.9% | Added | History |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 70,225 | $1.31M | 0.4% | +4,770+7.3% | Added | – |
| MRKMerck & Co., Inc. | Stock | 14,712 | $1.32M | 0.4% | +1,794+13.9% | Added | History |
| IBMInternational Business Machines Corp | Stock | 5,532 | $1.38M | 0.4% | +2,152+63.7% | Added | History |
| VZVerizon Communications Inc | Stock | 31,513 | $1.43M | 0.4% | +246+0.8% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 41,888 | $1.43M | 0.4% | +17,130+69.2% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 23,538 | $1.44M | 0.4% | −652−2.7% | Reduced | History |
| ORCLOracle Corp | Stock | 10,371 | $1.45M | 0.4% | +162+1.6% | Added | History |
| LRCXLam Research Corp | Stock | 20,179 | $1.47M | 0.4% | +20,179 | New | History |
| COPConocoPhillips | Stock | 14,480 | $1.52M | 0.4% | +573+4.1% | Added | History |
| CLColgate Palmolive Co | Stock | 16,507 | $1.55M | 0.5% | +656+4.1% | Added | History |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 65,649 | $1.58M | 0.5% | +11,845+22.0% | Added | – |
| NKENIKE, Inc. | Stock | 24,927 | $1.58M | 0.5% | +1,959+8.5% | Added | History |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 87,578 | $1.66M | 0.5% | +2,939+3.5% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,623 | $1.70M | 0.5% | +5+0.1% | Added | – |
| LMTLockheed Martin Corp | Stock | 3,920 | $1.75M | 0.5% | −246−5.9% | Reduced | History |
| MAMastercard Inc | Stock | 3,203 | $1.76M | 0.5% | −31−1.0% | Reduced | History |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 27,714 | $1.77M | 0.5% | −1,557−5.3% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 6,686 | $1.79M | 0.5% | +867+14.9% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 15,221 | $1.81M | 0.5% | +848+5.9% | Added | History |
| SPGIS&P Global Inc. | Stock | 3,591 | $1.82M | 0.5% | +82+2.3% | Added | History |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 73,759 | $1.85M | 0.5% | +10.0% | Added | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 22,662 | $1.87M | 0.5% | −1,658−6.8% | Reduced | – |
| TYTRI-CONTINENTAL Corp | COM | 61,500 | $1.89M | 0.5% | −36,031−36.9% | Reduced | History |
| MDTMedtronic plc | Stock | 21,444 | $1.93M | 0.6% | +492+2.3% | Added | History |
| GLDSPDR Gold Trust | ETF | 6,970 | $2.01M | 0.6% | +1,359+24.2% | Added | History |
| LLYEli Lilly & Co | Stock | 2,534 | $2.09M | 0.6% | +369+17.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 10,059 | $2.11M | 0.6% | +854+9.3% | Added | History |
| DUKDuke Energy CORP | Stock | 17,283 | $2.11M | 0.6% | +467+2.8% | Added | History |
| AMGNAmgen Inc | Stock | 6,768 | $2.11M | 0.6% | +10.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 4,095 | $2.15M | 0.6% | +120+3.0% | Added | History |
| WMTWalmart Inc. | Stock | 25,036 | $2.20M | 0.6% | +751+3.1% | Added | History |
| SBUXStarbucks Corp | Stock | 22,410 | $2.20M | 0.6% | +937+4.4% | Added | History |
| GEGeneral Electric Co | Stock | 11,039 | $2.21M | 0.6% | −18−0.2% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 10,390 | $2.45M | 0.7% | +2,035+24.4% | Added | History |
| PEPPepsiCo Inc | Stock | 16,785 | $2.52M | 0.7% | −415−2.4% | Reduced | History |
Sold out since Q4 2024 (11)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| ILMNIllumina, Inc. | COM | 3,512 | $469.3K | 0.1% | History |
| MRVLMarvell Technology, Inc. | COM | 2,805 | $309.8K | 0.1% | History |
| ADBEAdobe Inc. | Stock | 672 | $299.1K | 0.1% | History |
| XPOXPO, Inc. | COM | 2,161 | $283.5K | 0.1% | History |
| SRPTSarepta Therapeutics, Inc. | COM | 2,262 | $275.0K | 0.1% | History |
| TEAMAtlassian Corp | CL A | 1,000 | $243.4K | 0.1% | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,172 | $232.4K | 0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 3,090 | $228.8K | 0.1% | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,832 | $211.2K | 0.1% | – |
| SRESempra | Stock | 2,357 | $206.8K | 0.1% | History |
| CTOSCustom Truck One Source, Inc. | COM CL A | 13,791 | $66.3K | <0.1% | History |