Platform Technology Partners Top Holdings and 13F Report (2023)

About Platform Technology Partners

Investment Activity

Platform Technology Partners has $611.19 million in total holdings as of June 30, 2023.
Platform Technology Partners owns shares of 393 different stocks, but just 104 companies or ETFs make up 80% of its holdings.
Approximately 11.59% of the portfolio was purchased this quarter.
About 2.43% of the portfolio was sold this quarter.
This quarter, Platform Technology Partners has purchased 343 new stocks and bought additional shares in 174 stocks.
Platform Technology Partners sold shares of 94 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Apple: $44,109,175
NVIDIA: $26,575,488
Microsoft: $17,069,720
Amazon.com: $16,099,244
MORGAN STANLEY ETF TRUST: $14,746,341

Largest New Holdings this Quarter

17253J106 - Cipher Mining: $8,575,000 Holding
97785W106 - WOLFSPEED INC: $774,702 Holding
438516205 - HONEYWELL INTL INC: $558,854 Holding
43849R105 - HONEYWELL AEROSPACE INC: $551,816 Holding
N97284108 - Yandex: $464,488 Holding

Largest Purchases this Quarter

Cipher Mining: 350,000 shares (about $8.58M)
Vanguard Growth ETF: 72,678 shares (about $6.26M)
iShares 0-3 Month Treasury Bond ETF: 30,314 shares (about $3.05M)
First Trust Limited Duration Investment Grade Corporate ETF: 103,518 shares (about $1.95M)
FEDERATED HERMES ETF TRUST: 73,184 shares (about $1.84M)

Largest Sales this Quarter

Blackstone: 3,613 shares (about $425.14K)
Apollo Global Management: 2,713 shares (about $320.97K)
Walt Disney: 2,902 shares (about $279.34K)
SPDR Bloomberg 1-3 Month T-Bill ETF: 2,812 shares (about $257.72K)
JPMorgan Chase & Co.: 785 shares (about $256.96K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$44,109,175	$570,907 â–²	1.3%	152,437	7.2%	Computer and Technology
NVDA NVIDIA	$26,575,488	$431,393 â–²	1.7%	132,818	4.3%	Computer and Technology
MSFT Microsoft	$17,069,720	$1,181,351 â–²	7.4%	45,761	2.8%	Computer and Technology
AMZN Amazon.com	$16,099,244	$249,782 â–¼	-1.5%	67,547	2.6%	Retail/Wholesale
MORGAN STANLEY ETF TRUST	$14,746,341	$1,512,124 â–²	11.4%	289,968	2.4%	EATO VA DURA ETF
FEDERATED HERMES ETF TRUST	$13,903,772	$1,836,554 â–²	15.2%	554,045	2.3%	TOTA RETU BD ETF
SCHD Schwab US Dividend Equity ETF	$12,995,038	$894,951 â–²	7.4%	409,809	2.1%	ETF
IVV iShares Core S&P 500 ETF	$11,941,802	$260,614 â–²	2.2%	15,946	2.0%	ETF
GOOGL Alphabet	$10,519,662	$36,810 â–²	0.4%	29,436	1.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$9,985,631	$256,957 â–¼	-2.5%	30,506	1.6%	Finance
LAM RESEARCH CORP	$9,312,262	$5,633 â–²	0.1%	21,490	1.5%	COM NEW
SERIES PORTFOLIOS TR	$9,178,698	$790,199 â–²	9.4%	305,957	1.5%	EQUAB EQUIT ETF
DFAS Dimensional U.S. Small Cap ETF	$9,168,905	$930,855 â–²	11.3%	111,354	1.5%	ETF
GOOG Alphabet	$9,099,037	$40,633 â–²	0.4%	25,752	1.5%	Computer and Technology
CIFR Cipher Mining	$8,575,000	$8,575,000 â–²	New Holding	350,000	1.4%	Business Services
TSLA Tesla	$8,328,244	$326,383 â–²	4.1%	19,801	1.4%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$8,312,534	$100,579 â–²	1.2%	16,612	1.4%	Finance
META Meta Platforms	$7,794,958	$219,124 â–²	2.9%	13,838	1.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$7,606,563	$461,545 â–²	6.5%	11,075	1.2%	ETF
VUG Vanguard Growth ETF	$7,368,635	$6,260,450 â–²	564.9%	85,543	1.2%	ETF
APO Apollo Global Management	$7,354,619	$320,975 â–¼	-4.2%	62,164	1.2%	Finance
JNJ Johnson & Johnson	$6,259,662	$227,813 â–¼	-3.5%	24,647	1.0%	Medical
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF	$6,101,098	$1,832,304 â–²	42.9%	78,189	1.0%	ETF
GS The Goldman Sachs Group	$5,946,132	$41,468 â–²	0.7%	5,879	1.0%	Finance
SPY SPDR S&P 500 ETF Trust	$5,227,469	$118,738 â–¼	-2.2%	7,000	0.9%	Finance
RTX RTX	$5,166,754	$117,443 â–²	2.3%	27,232	0.8%	Aerospace
V Visa	$5,020,284	$322,152 â–²	6.9%	14,633	0.8%	Business Services
SGOV iShares 0-3 Month Treasury Bond ETF	$4,507,943	$3,051,738 â–²	209.6%	44,779	0.7%	ETF
CVX Chevron	$4,280,015	$129,954 â–¼	-2.9%	25,821	0.7%	Energy
GLD SPDR Gold Shares	$4,166,901	$116,412 â–¼	-2.7%	11,311	0.7%	Finance
HD Home Depot	$4,072,439	$452,493 â–²	12.5%	11,547	0.7%	Retail/Wholesale
HARBOR ETF TRUST	$4,049,224	$498,517 â–²	14.0%	138,010	0.7%	COMM ALL WEA ETF
BX Blackstone	$4,046,689	$425,144 â–¼	-9.5%	34,390	0.7%	Finance
NEE NextEra Energy	$3,884,660	$203,800 â–²	5.5%	44,260	0.6%	Utilities
LLY Eli Lilly and Company	$3,873,758	$767,556 â–²	24.7%	3,230	0.6%	Medical
FSIG First Trust Limited Duration Investment Grade Corporate ETF	$3,829,748	$1,951,830 â–²	103.9%	203,116	0.6%	ETF
BA Boeing	$3,754,804	$103,687 â–²	2.8%	17,346	0.6%	Aerospace
CB Chubb	$3,586,908	$100,517 â–²	2.9%	10,527	0.6%	Finance
COST Costco Wholesale	$3,574,315	$4,677 â–²	0.1%	3,821	0.6%	Retail/Wholesale
WMB Williams Companies	$3,473,269	$66,981 â–²	2.0%	46,721	0.6%	Energy
FIRST TR EXCHANGE-TRADED FD	$3,445,289	$1,529,890 â–²	79.9%	169,633	0.6%	AAA CMBS ETF
VYM Vanguard High Dividend Yield ETF	$3,430,660	$23,072 â–¼	-0.7%	21,709	0.6%	Financial Services
PLD Prologis	$3,423,336	$79,386 â–²	2.4%	25,270	0.6%	Finance
PG Procter & Gamble	$3,397,911	$346,800 â–²	11.4%	23,172	0.6%	Consumer Staples
SPHQ Invesco S&P 500 Quality ETF	$3,148,890	$403,916 â–²	14.7%	34,949	0.5%	ETF
SBUX Starbucks	$3,131,883	$114,349 â–²	3.8%	30,648	0.5%	Retail/Wholesale
AMGN Amgen	$3,078,085	$40,920 â–²	1.3%	8,500	0.5%	Medical
RDVY First Trust Rising Dividend Achievers ETF	$3,035,924	$468,686 â–²	18.3%	37,453	0.5%	Manufacturing
UNH UnitedHealth Group	$3,003,205	$138,398 â–²	4.8%	7,226	0.5%	Medical
PFF iShares Preferred and Income Securities ETF	$2,940,882		0.0%	96,454	0.5%	ETF
QQQ Invesco QQQ	$2,917,245	$22,095 â–²	0.8%	3,961	0.5%	Finance
MCD McDonald's	$2,916,149	$211,386 â–²	7.8%	10,788	0.5%	Retail/Wholesale
PEP PepsiCo	$2,858,108	$13,404 â–¼	-0.5%	21,109	0.5%	Consumer Staples
WALMART INC	$2,854,000	$141,573 â–¼	-4.7%	25,199	0.5%	COM
DUK Duke Energy	$2,807,683	$125,948 â–²	4.7%	22,181	0.5%	Utilities
UNP Union Pacific	$2,747,735	$25,840 â–¼	-0.9%	10,102	0.4%	Transportation
CAT Caterpillar	$2,735,152	$43,669 â–²	1.6%	2,568	0.4%	Industrials
ABBV AbbVie	$2,676,501	$52,342 â–¼	-1.9%	10,636	0.4%	Medical
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$2,631,040	$337,431 â–²	14.7%	50,230	0.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$2,531,971	$130,247 â–²	5.4%	35,536	0.4%	ETF
APD Air Products and Chemicals	$2,522,920	$143,371 â–²	6.0%	8,605	0.4%	Basic Materials
LMT Lockheed Martin	$2,385,823	$100,874 â–²	4.4%	4,683	0.4%	Aerospace
TY Tri Continental	$2,341,730	$35,728 â–²	1.5%	68,034	0.4%	Finance
MDT Medtronic	$2,306,582	$250,176 â–²	12.2%	29,485	0.4%	Medical
XOM ExxonMobil	$2,164,605	$183,893 â–¼	-7.8%	15,832	0.4%	Energy
CL Colgate-Palmolive	$2,152,914	$85,079 â–²	4.1%	23,483	0.4%	Consumer Staples
COP ConocoPhillips	$2,105,547	$31,916 â–²	1.5%	20,253	0.3%	Energy
AVGO Broadcom	$2,089,601	$30,974 â–¼	-1.5%	5,532	0.3%	Computer and Technology
DLR Digital Realty Trust	$2,084,146	$127,319 â–²	6.5%	11,606	0.3%	Finance
IBM International Business Machines	$2,054,008	$72,273 â–²	3.6%	7,304	0.3%	Computer and Technology
NMZ Nuveen Municipal High Income Opportunity Fund	$2,042,938	$211,844 â–²	11.6%	193,277	0.3%	Financial Services
SPGI S&P Global	$2,005,185	$148,231 â–²	8.0%	4,924	0.3%	Finance
MA Mastercard	$2,000,538	$251,672 â–²	14.4%	3,895	0.3%	Business Services
TTAC FCF US Quality ETF	$1,999,624	$114,797 â–¼	-5.4%	23,289	0.3%	ETF
GE VERNOVA INC	$1,940,881	$38,771 â–²	2.0%	1,652	0.3%	COM
D Dominion Energy	$1,867,178	$39,949 â–²	2.2%	27,342	0.3%	Utilities
TAFI AB Tax-Aware Short Duration Municipal ETF	$1,832,855	$26,733 â–¼	-1.4%	72,675	0.3%	ETF
VO Vanguard Mid-Cap ETF	$1,786,373	$1,350,657 â–²	310.0%	22,172	0.3%	ETF
MRK Merck & Co., Inc.	$1,727,553	$126,958 â–¼	-6.8%	13,444	0.3%	Medical
CSCO Cisco Systems	$1,640,932	$9,279 â–²	0.6%	13,970	0.3%	Computer and Technology
DES WisdomTree U.S. SmallCap Dividend Fund	$1,618,291		0.0%	39,781	0.3%	Finance
VZ Verizon Communications	$1,595,030	$80,361 â–²	5.3%	37,672	0.3%	Computer and Technology
PM Philip Morris International	$1,576,921	$6,332 â–¼	-0.4%	8,717	0.3%	Consumer Staples
EPD Enterprise Products Partners	$1,488,486	$184 â–²	0.0%	40,492	0.2%	Energy
ORCL Oracle	$1,477,147	$24,915 â–¼	-1.7%	10,079	0.2%	Computer and Technology
TJX TJX Companies	$1,443,124	$52,871 â–²	3.8%	9,526	0.2%	Retail/Wholesale
VTV Vanguard Value ETF	$1,424,881	$2,397 â–²	0.2%	6,538	0.2%	ETF
DVY iShares Select Dividend ETF	$1,417,788	$78,149 â–²	5.8%	9,071	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$1,411,832	$45,409 â–¼	-3.1%	26,583	0.2%	ETF
OPER ClearShares Ultra-Short Maturity ETF	$1,405,353	$382,086 â–²	37.3%	14,043	0.2%	ETF
ISHARES BITCOIN TRUST ETF	$1,401,183	$51,467 â–¼	-3.5%	42,090	0.2%	SHS BEN INT
NKE NIKE	$1,391,817	$120,319 â–²	9.5%	33,905	0.2%	Consumer Discretionary
PURECYCLE TECHNOLOGIES INC	$1,376,921	$122,809 â–²	9.8%	169,781	0.2%	COM
IWM iShares Russell 2000 ETF	$1,376,747	$1,502 â–²	0.1%	4,582	0.2%	Finance
AMAT Applied Materials	$1,372,106	$31,809 â–²	2.4%	1,898	0.2%	Computer and Technology
ET Energy Transfer	$1,332,213	$10,726 â–²	0.8%	69,676	0.2%	Energy
CLX Clorox	$1,323,207	$57,265 â–²	4.5%	13,864	0.2%	Consumer Staples
TXN Texas Instruments	$1,310,912	$191,063 â–²	17.1%	4,398	0.2%	Computer and Technology
DLN WisdomTree U.S. LargeCap Dividend Fund	$1,309,663		0.0%	13,597	0.2%	Finance
COF Capital One Financial	$1,292,394	$62,393 â–¼	-4.6%	6,442	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Platform Technology Partners Top Holdings and 13F Report (2023)

About Platform Technology Partners

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Platform Technology Partners Top Holdings and 13F Report (2023)

About Platform Technology Partners

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPlatform Technology Partners

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools