Platform Technology Partners Top Holdings and 13F Report (2023) About Platform Technology PartnersInvestment ActivityPlatform Technology Partners has $343.46 million in total holdings as of June 30, 2023.Platform Technology Partners owns shares of 235 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 9.36% of the portfolio was purchased this quarter.About 2.19% of the portfolio was sold this quarter.This quarter, Platform Technology Partners has purchased 218 new stocks and bought additional shares in 128 stocks.Platform Technology Partners sold shares of 53 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $31,237,417Microsoft $13,722,461Amazon.com $10,542,814Schwab US Dividend Equity ETF $8,389,485Apollo Global Management $8,231,476 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORP $1,467,013 Holding682680103 - ONEOK $873,037 Holding33733B100 - First Trust Water ETF $755,325 Holding254687106 - Walt Disney $646,080 Holding46654Q609 - JPMorgan Active Growth ETF $479,635 Holding Largest Purchases this Quarter Apple 11,348 shares (about $2.52M)Vanguard S&P 500 ETF 4,409 shares (about $2.27M)LAM RESEARCH CORP 20,179 shares (about $1.47M)FEDERATED HERMES ETF TRUST 46,203 shares (about $1.16M)MORGAN STANLEY ETF TRUST 21,984 shares (about $1.12M) Largest Sales this Quarter Tri-Continental 36,031 shares (about $1.11M)NVIDIA 7,064 shares (about $765.59K)Vanguard Intermediate-Term Bond ETF 3,344 shares (about $256.04K)Apollo Global Management 1,868 shares (about $255.80K)Microsoft 600 shares (about $225.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlatform Technology Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$31,237,417$2,520,727 ▲8.8%140,6279.1%Computer and TechnologyMSFTMicrosoft$13,722,461$225,235 ▼-1.6%36,5554.0%Computer and TechnologyAMZNAmazon.com$10,542,814$310,122 ▲3.0%55,4133.1%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$8,389,485$605,921 ▲7.8%300,0532.4%ETFAPOApollo Global Management$8,231,476$255,804 ▼-3.0%60,1102.4%FinanceMORGAN STANLEY ETF TRUST$8,101,924$1,115,910 ▲16.0%159,6122.4%EATON VANCE SHORBRK.BBerkshire Hathaway$7,865,226$545,900 ▲7.5%14,7682.3%FinanceNVDANVIDIA$7,175,386$765,594 ▼-9.6%66,2062.1%Computer and TechnologyIVViShares Core S&P 500 ETF$7,000,316$74,734 ▼-1.1%12,4582.0%ETFJPMJPMorgan Chase & Co.$6,877,737$215,864 ▲3.2%28,0382.0%FinanceFEDERATED HERMES ETF TRUST$6,059,337$1,157,384 ▲23.6%241,8901.8%HERMES TOTAL RETMETAMeta Platforms$5,542,738$77,807 ▲1.4%9,6171.6%Computer and TechnologyVOOVanguard S&P 500 ETF$4,942,693$2,265,786 ▲84.6%9,6181.4%ETFVVisa$4,028,964$603,503 ▲17.6%11,4961.2%Business ServicesSPYSPDR S&P 500 ETF Trust$3,984,833$559 ▼0.0%7,1241.2%FinanceCVXChevron$3,957,851$115,094 ▲3.0%23,6591.2%EnergyTSLATesla$3,875,869$947,717 ▲32.4%14,9561.1%Auto/Tires/TrucksGOOGLAlphabet$3,710,732$33,711 ▼-0.9%23,9961.1%Computer and TechnologyJNJJohnson & Johnson$3,657,466$141,794 ▼-3.7%22,0541.1%MedicalGOOGAlphabet$3,606,323$65,774 ▲1.9%23,0831.0%Computer and TechnologyCOSTCostco Wholesale$3,465,700$37,835 ▼-1.1%3,6641.0%Retail/WholesaleVUGVanguard Growth ETF$3,332,988$363,781 ▲12.3%8,9881.0%ETFRTXRTX$3,311,301$76,166 ▼-2.2%24,9981.0%AerospaceHDHome Depot$3,283,915$56,442 ▲1.7%8,9601.0%Retail/WholesaleBXBlackstone$3,135,561$484,340 ▲18.3%22,4320.9%FinanceDFASDimensional U.S. Small Cap ETF$2,995,348$169,034 ▲6.0%50,1310.9%ETFGSThe Goldman Sachs Group$2,885,321$8,740 ▲0.3%5,2820.8%FinancePGProcter & Gamble$2,867,364$266,030 ▲10.2%16,8250.8%Consumer StaplesVYMVanguard High Dividend Yield ETF$2,836,6040.0%21,9960.8%ETFFMHIFirst Trust Municipal High Income ETF$2,836,216$47,805 ▼-1.7%59,3290.8%ManufacturingBABoeing$2,789,905$40,592 ▲1.5%16,3580.8%AerospaceCBChubb$2,758,441$49,830 ▲1.8%9,1340.8%FinanceMCDMcDonald's$2,691,786$10,933 ▲0.4%8,6170.8%Retail/WholesaleNEENextEra Energy$2,675,424$327,153 ▲13.9%37,7410.8%UtilitiesWMBWilliams Companies$2,560,024$20,558 ▲0.8%42,8380.7%EnergyPEPPepsiCo$2,516,802$62,227 ▼-2.4%16,7850.7%Consumer StaplesUNPUnion Pacific$2,454,543$480,750 ▲24.4%10,3900.7%TransportationGEGE Aerospace$2,209,503$3,603 ▼-0.2%11,0390.6%IndustrialsSBUXStarbucks$2,198,172$91,909 ▲4.4%22,4100.6%Retail/WholesaleWMTWalmart$2,197,867$65,929 ▲3.1%25,0360.6%Retail/WholesaleUNHUnitedHealth Group$2,145,014$62,858 ▲3.0%4,0950.6%MedicalAMGNAmgen$2,108,484$312 ▲0.0%6,7680.6%MedicalDUKDuke Energy$2,108,018$56,960 ▲2.8%17,2830.6%UtilitiesABBVAbbVie$2,107,613$178,934 ▲9.3%10,0590.6%MedicalLLYEli Lilly and Company$2,092,671$304,734 ▲17.0%2,5340.6%MedicalGLDSPDR Gold Shares$2,008,443$391,603 ▲24.2%6,9700.6%FinanceMDTMedtronic$1,926,982$44,212 ▲2.3%21,4440.6%MedicalTYTri-Continental$1,886,205$1,105,071 ▼-36.9%61,5000.5%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,874,788$137,163 ▼-6.8%22,6620.5%ManufacturingTAFIAB Tax-Aware Short Duration Municipal ETF$1,850,604$25 ▲0.0%73,7590.5%ETFSPGIS&P Global$1,824,605$41,665 ▲2.3%3,5910.5%Business ServicesXOMExxon Mobil$1,810,232$100,853 ▲5.9%15,2210.5%EnergyCRMSalesforce$1,794,124$232,651 ▲14.9%6,6860.5%Computer and TechnologyTTACFCF US Quality ETF$1,771,208$99,508 ▼-5.3%27,7140.5%ETFMAMastercard$1,755,664$16,992 ▼-1.0%3,2030.5%Business ServicesLMTLockheed Martin$1,750,907$109,878 ▼-5.9%3,9200.5%AerospaceQQQInvesco QQQ$1,699,093$2,345 ▲0.1%3,6230.5%FinanceFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$1,658,725$55,665 ▲3.5%87,5780.5%ETFNKENIKE$1,582,354$124,356 ▲8.5%24,9270.5%Consumer DiscretionaryHARBOR ETF TRUST$1,578,865$284,873 ▲22.0%65,6490.5%HARBOR COMMODITYCLColgate-Palmolive$1,546,697$61,467 ▲4.1%16,5070.5%Consumer StaplesCOPConocoPhillips$1,520,665$60,175 ▲4.1%14,4800.4%EnergyLAM RESEARCH CORP$1,467,013$1,467,013 ▲New Holding20,1790.4%COM NEWORCLOracle$1,450,009$22,650 ▲1.6%10,3710.4%Computer and TechnologyBMYBristol-Myers Squibb$1,435,554$39,765 ▼-2.7%23,5380.4%MedicalEPDEnterprise Products Partners$1,430,056$584,818 ▲69.2%41,8880.4%EnergyVZVerizon Communications$1,429,430$11,159 ▲0.8%31,5130.4%Computer and TechnologyIBMInternational Business Machines$1,375,663$535,146 ▲63.7%5,5320.4%Computer and TechnologyMRKMerck & Co., Inc.$1,320,586$161,034 ▲13.9%14,7120.4%MedicalFPEIFirst Trust Institutional Preferred Securities and Income ETF$1,313,201$89,199 ▲7.3%70,2250.4%ETFPMPhilip Morris International$1,281,636$11,270 ▲0.9%8,0740.4%Consumer StaplesDESWisdomTree U.S. SmallCap Dividend Fund$1,271,4010.0%39,7810.4%FinanceVEAVanguard FTSE Developed Markets ETF$1,269,253$11,284 ▲0.9%24,9710.4%ETFETEnergy Transfer$1,266,564$15,467 ▲1.2%68,1310.4%EnergyTMOThermo Fisher Scientific$1,239,727$1,015,770 ▲453.6%2,4910.4%MedicalSTZConstellation Brands$1,216,114$103,866 ▲9.3%6,6270.4%Consumer StaplesRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,188,605$42,500 ▲3.7%20,3040.3%ManufacturingIHDGWisdomTree International Hedged Quality Dividend Growth Fund$1,183,971$49,867 ▲4.4%27,2800.3%FinanceDVYiShares Select Dividend ETF$1,168,0860.0%8,6980.3%ETFNFLXNetflix$1,167,528$148,272 ▼-11.3%1,2520.3%Consumer DiscretionaryCLXClorox$1,141,577$46,382 ▲4.2%7,7530.3%Consumer StaplesVTVVanguard Value ETF$1,122,9830.0%6,5010.3%ETFHONHoneywell International$1,104,340$23,082 ▲2.1%5,2150.3%Multi-Sector ConglomeratesDDominion Energy$1,091,992$64,255 ▲6.3%19,4760.3%UtilitiesDLNWisdomTree U.S. LargeCap Dividend Fund$1,079,1940.0%13,5970.3%FinanceNOBLProShares S&P 500 Aristocrats ETF$1,077,595$35,457 ▼-3.2%10,5460.3%ETFVOVanguard Mid-Cap ETF$1,020,221$11,379 ▼-1.1%3,9450.3%ETFTJXTJX Companies$1,017,444$5,968 ▲0.6%8,3530.3%Retail/WholesaleABTAbbott Laboratories$1,016,910$11,541 ▲1.1%7,6660.3%MedicalXLEEnergy Select Sector SPDR Fund$985,414$11,681 ▲1.2%10,5450.3%ETFBIVVanguard Intermediate-Term Bond ETF$984,276$256,042 ▼-20.6%12,8550.3%ETFFIRST TR EXCHANGE-TRADED FD$957,983$107,889 ▲12.7%47,0870.3%COML MTG OPPORTUAXPAmerican Express$942,031$4,574 ▲0.5%3,5010.3%FinanceCOFCapital One Financial$931,105$427,631 ▲84.9%5,1930.3%FinanceEDConsolidated Edison$925,491$1,991 ▲0.2%8,3690.3%UtilitiesTTTrane Technologies$914,064$406,662 ▲80.1%2,7130.3%ConstructionZTSZoetis$874,785$485,717 ▲124.8%5,3130.3%MedicalOKEONEOK$873,037$873,037 ▲New Holding8,7990.3%EnergyPURECYCLE TECHNOLOGIES INC$870,689$298,688 ▲52.2%125,8220.3%COMHYFIAB High Yield ETF$864,708$98,915 ▲12.9%23,4720.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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