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 |
|---|---|---|---|---|---|---|---|
| WMBWilliams Companies, Inc. | COM | 42,838 | $2.56M | 0.7% | +344+0.8% | Added | History |
| NEENextera Energy Inc | Stock | 37,741 | $2.68M | 0.8% | +4,615+13.9% | Added | History |
| MCDMcDonalds Corp | Stock | 8,617 | $2.69M | 0.8% | +35+0.4% | Added | History |
| CBChubb Ltd | Stock | 9,134 | $2.76M | 0.8% | +165+1.8% | Added | History |
| BABoeing Co | Stock | 16,358 | $2.79M | 0.8% | +238+1.5% | Added | History |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 59,329 | $2.84M | 0.8% | −1,000−1.7% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,996 | $2.84M | 0.8% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 16,825 | $2.87M | 0.8% | +1,561+10.2% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 5,282 | $2.89M | 0.8% | +16+0.3% | Added | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 50,131 | $3.00M | 0.9% | +2,829+6.0% | Added | – |
| BXBlackstone Inc. | COM | 22,432 | $3.14M | 0.9% | +3,465+18.3% | Added | History |
| HDHome Depot, Inc. | Stock | 8,960 | $3.28M | 1.0% | +154+1.7% | Added | History |
| RTXRTX Corp | Stock | 24,998 | $3.31M | 1.0% | −575−2.2% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,988 | $3.33M | 1.0% | +981+12.3% | Added | – |
| COSTCostco Wholesale Corp | Stock | 3,664 | $3.47M | 1.0% | −40−1.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 23,083 | $3.61M | 1.0% | +421+1.9% | Added | History |
| JNJJohnson & Johnson | Stock | 22,054 | $3.66M | 1.1% | −855−3.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 23,996 | $3.71M | 1.1% | −218−0.9% | Reduced | History |
| TSLATesla, Inc. | Stock | 14,956 | $3.88M | 1.1% | +3,657+32.4% | Added | History |
| CVXChevron Corp | Stock | 23,659 | $3.96M | 1.2% | +688+3.0% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,124 | $3.98M | 1.2% | −10.0% | Reduced | History |
| VVisa Inc. | Stock | 11,496 | $4.03M | 1.2% | +1,722+17.6% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 9,618 | $4.94M | 1.4% | +4,409+84.6% | Added | – |
| METAMeta Platforms, Inc. | Stock | 9,617 | $5.54M | 1.6% | +135+1.4% | Added | History |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 241,890 | $6.06M | 1.8% | +46,203+23.6% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 28,038 | $6.88M | 2.0% | +880+3.2% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 12,458 | $7.00M | 2.0% | −133−1.1% | Reduced | – |
| NVDANVIDIA Corp | Stock | 66,206 | $7.18M | 2.1% | −7,064−9.6% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,768 | $7.87M | 2.3% | +1,025+7.5% | Added | History |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 159,612 | $8.10M | 2.4% | +21,984+16.0% | Added | – |
| APOApollo Global Management, Inc. | COM | 60,110 | $8.23M | 2.4% | −1,868−3.0% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 300,053 | $8.39M | 2.4% | +21,671+7.8% | Added | – |
| AMZNAmazon Com Inc | Stock | 55,413 | $10.5M | 3.1% | +1,630+3.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 36,555 | $13.7M | 4.0% | −600−1.6% | Reduced | History |
| AAPLApple Inc. | Stock | 140,627 | $31.2M | 9.1% | +11,348+8.8% | Added | 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 |