Platform Technology Partners Top Holdings and 13F Report (2023) About Platform Technology PartnersInvestment ActivityPlatform Technology Partners has $632.31 million in total holdings as of June 30, 2023.Platform Technology Partners owns shares of 393 different stocks, but just 102 companies or ETFs make up 80% of its holdings.Approximately 6.12% of the portfolio was purchased this quarter.About 3.42% of the portfolio was sold this quarter.This quarter, Platform Technology Partners has purchased 393 new stocks and bought additional shares in 180 stocks.Platform Technology Partners sold shares of 115 stocks and completely divested from 44 stocks this quarter.Largest Holdings Apple $49,752,776NVIDIA $31,055,587Microsoft $22,966,868Amazon.com $16,883,222MORGAN STANLEY ETF TRUST $15,102,445 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $2,565,912 Holding464286392 - iShares MSCI World ETF $1,084,874 Holding30609A109 - ONEOK INC NEW $822,770 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $781,186 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $406,911 Holding Largest Purchases this Quarter ISHARES TR 42,944 shares (about $4.32M)EXXONMOBIL HOLDINGS CORP 15,766 shares (about $2.57M)Intuitive Surgical 2,734 shares (about $1.11M)iShares MSCI World ETF 5,261 shares (about $1.08M)Tesla 3,053 shares (about $1.08M) Largest Sales this Quarter Apple 3,038 shares (about $1.01M)Microsoft 983 shares (about $504.19K)ClearShares Ultra-Short Maturity ETF 4,451 shares (about $445.55K)McDonald's 1,561 shares (about $360.50K)10x Genomics 3,896 shares (about $352.04K) 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$49,752,776$1,011,713 ▼-2.0%149,3997.9%TechnologyNVDANVIDIA$31,055,587$722,595 ▲2.4%135,9824.9%TechnologyMSFTMicrosoft$22,966,868$504,186 ▼-2.1%44,7783.6%TechnologyAMZNAmazon.com$16,883,222$53,817 ▲0.3%67,7632.7%Consumer DiscretionaryMORGAN STANLEY ETF TRUST$15,102,445$670,750 ▲4.6%303,4452.4%EATO VA DURA ETFFEDERATED HERMES ETF TRUST$14,218,687$949,306 ▲7.2%593,6822.2%TOTA RETU BD ETFSCHDSchwab US Dividend Equity ETF$13,630,877$299,796 ▲2.2%419,0252.2%ETFIVViShares Core S&P 500 ETF$12,084,788$127,128 ▼-1.0%15,7801.9%ETFGOOGLAlphabet$10,410,688$282,486 ▲2.8%30,2571.6%Communication ServicesMETAMeta Platforms$10,181,220$146,482 ▲1.5%14,0401.6%Communication ServicesJPMJPMorgan Chase & Co.$10,104,460$12,241 ▲0.1%30,5431.6%FinanceSERIES PORTFOLIOS TR$9,239,443$161,466 ▼-1.7%300,7021.5%EQUAB EQUIT ETFDFASDimensional U.S. Small Cap ETF$9,020,142$399,101 ▲4.6%116,5091.4%ETFISHARES TR$8,831,945$4,323,599 ▲95.9%87,7231.4%0-3 MTH TREASURYGOOGAlphabet$8,752,965$21,807 ▼-0.2%25,6881.4%Communication ServicesBRK.BBerkshire Hathaway$8,521,359$249,471 ▲3.0%17,1131.3%FinanceVUGVanguard Growth ETF$8,489,799$781,524 ▲10.1%94,2161.3%ETFTSLATesla$8,108,736$1,083,223 ▲15.4%22,8541.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$7,489,863$271,925 ▼-3.5%10,6871.2%ETFLAM RESEARCH CORP$7,088,260$28,580 ▲0.4%21,5771.1%COM NEWAPOApollo Global Management$6,966,038$248,717 ▼-3.4%60,0211.1%FinanceJNJJohnson & Johnson$6,680,330$155,400 ▲2.4%25,2341.1%HealthcareJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$6,019,701$266,579 ▲4.6%81,8121.0%ETFSPYSPDR S&P 500 ETF Trust$5,549,756$211,252 ▲4.0%7,2770.9%ETFCIFRCipher Mining$5,538,7500.0%350,0000.9%TechnologyVVisa$5,327,068$68,991 ▲1.3%14,8250.8%FinanceHGERHarbor Commodity All-Weather Strategy ETF$5,243,236$377,000 ▲7.7%148,7020.8%ETFCVXChevron$5,125,384$147,437 ▼-2.8%25,0990.8%EnergyGSThe Goldman Sachs Group$5,058,517$235,008 ▼-4.4%5,6180.8%FinanceRTXRTX$5,019,927$35,644 ▼-0.7%27,0400.8%IndustrialsGLDSPDR Gold Shares$4,523,713$215,941 ▲5.0%11,8780.7%ETFLLYEli Lilly and Company$4,256,026$518,407 ▲13.9%3,6780.7%HealthcareBXBlackstone$3,913,154$58,399 ▲1.5%34,9110.6%FinanceFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$3,738,739$5,459 ▲0.1%203,4130.6%ETFAMGNAmgen$3,589,463$6,744 ▲0.2%8,5160.6%HealthcareCOSTCostco Wholesale$3,541,678$63,716 ▲1.8%3,8910.6%Consumer StaplesSPHQInvesco S&P 500 Quality ETF$3,457,814$519,282 ▲17.7%41,1250.5%ETFCBChubb$3,451,685$27,647 ▲0.8%10,6120.5%FinanceHDHome Depot$3,344,080$59,172 ▲1.8%11,7550.5%Consumer DiscretionaryPLDPrologis$3,298,461$17,399 ▲0.5%25,4040.5%Real EstateBABoeing$3,283,502$56,189 ▲1.7%17,6480.5%IndustrialsPGProcter & Gamble$3,217,697$148,768 ▼-4.4%22,1480.5%Consumer StaplesNEENextEra Energy$3,215,075$137,165 ▼-4.1%42,4490.5%UtilitiesWMBWilliams Companies$3,200,631$25,013 ▲0.8%47,0890.5%EnergyVYMVanguard High Dividend Yield ETF$3,153,606$215,569 ▼-6.4%20,3200.5%ETFRDVYFirst Trust Rising Dividend Achievers ETF$3,152,254$220,072 ▲7.5%40,2640.5%ETFFIRST TR EXCHANGE-TRADED FD$3,114,669$228,793 ▼-6.8%158,0250.5%AAA CMBS ETFPEPPepsiCo$3,006,000$331,114 ▲12.4%23,7220.5%Consumer StaplesIHDGWisdomTree International Hedged Quality Dividend Growth Fund$2,863,947$257,009 ▲9.9%55,1820.5%ETFQQQInvesco QQQ$2,846,736$83,597 ▼-2.9%3,8480.5%ETFVEAVanguard FTSE Developed Markets ETF$2,840,996$331,797 ▲13.2%40,2350.4%ETFPFFiShares Preferred and Income Securities ETF$2,826,218$19,175 ▼-0.7%95,8040.4%ETFSBUXStarbucks$2,823,041$56,658 ▼-2.0%30,0450.4%Consumer DiscretionaryUNPUnion Pacific$2,731,172$17,961 ▼-0.7%10,0360.4%IndustrialsABBVAbbVie$2,713,734$68,537 ▼-2.5%10,3740.4%HealthcareUNHUnitedHealth Group$2,700,648$48,088 ▲1.8%7,3570.4%HealthcareMDTMedtronic$2,639,347$95,091 ▲3.7%30,5870.4%HealthcareCOPConocoPhillips$2,613,147$78,470 ▲3.1%20,8800.4%EnergyWALMART INC$2,599,085$19,641 ▼-0.8%25,0100.4%COMEXXONMOBIL HOLDINGS CORP$2,565,912$2,565,912 ▲New Holding15,7660.4%COM SHSDUKDuke Energy$2,497,688$31,124 ▼-1.2%21,9080.4%UtilitiesLMTLockheed Martin$2,439,728$54,997 ▲2.3%4,7910.4%IndustrialsAPDAir Products and Chemicals$2,424,023$29,772 ▲1.2%8,7120.4%MaterialsTYTri Continental$2,336,2880.0%68,0340.4%FinanceCATCaterpillar$2,264,098$181,647 ▲8.7%2,7920.4%IndustrialsNMZNuveen Municipal High Income Opportunity Fund$2,195,596$463,833 ▲26.8%245,0440.3%FinanceMAMastercard$2,167,122$19,300 ▲0.9%3,9300.3%FinanceMCDMcDonald's$2,130,924$360,504 ▼-14.5%9,2270.3%Consumer DiscretionaryAVGOBroadcom$2,114,762$172,075 ▲8.9%6,0220.3%TechnologyDLRDigital Realty Trust$2,084,074$46,867 ▲2.3%11,8730.3%Real EstateMRKMerck & Co., Inc.$2,044,451$90,961 ▲4.7%14,0700.3%HealthcareCLColgate-Palmolive$2,004,770$1,194 ▲0.1%23,4970.3%Consumer StaplesSPGIS&P Global$1,994,506$52,072 ▲2.7%5,0560.3%FinanceISRGIntuitive Surgical$1,987,880$1,111,651 ▲126.9%4,8890.3%HealthcareISHARES BITCOIN TRUST ETF$1,976,044$16,474 ▼-0.8%41,7420.3%SHS BEN INTPALANTIR TECHNOLOGIES INC$1,926,353$144,397 ▲8.1%10,2990.3%CL ADDominion Energy$1,913,664$258,907 ▲15.6%31,6200.3%UtilitiesVOVanguard Mid-Cap ETF$1,909,542$170,800 ▲9.8%24,3500.3%ETFTTACFCF US Quality ETF$1,829,021$42,018 ▼-2.2%22,7660.3%ETFTAFIAB Tax-Aware Short Duration Municipal ETF$1,762,747$23,597 ▼-1.3%71,7150.3%ETFGE VERNOVA INC$1,708,214$137,836 ▲8.8%1,7970.3%COMPMPhilip Morris International$1,669,600$6,297 ▲0.4%8,7500.3%Consumer StaplesVZVerizon Communications$1,653,402$74,631 ▼-4.3%36,0450.3%Communication ServicesIBMInternational Business Machines$1,647,344$40,909 ▲2.5%7,4900.3%TechnologyXLEEnergy Select Sector SPDR Fund$1,635,006$123 ▲0.0%26,5850.3%ETFDESWisdomTree U.S. SmallCap Dividend Fund$1,507,7000.0%39,7810.2%ETFCSCOCisco Systems$1,499,395$4,198 ▼-0.3%13,9310.2%TechnologyTMOThermo Fisher Scientific$1,485,413$37,811 ▲2.6%2,2000.2%HealthcareEPDEnterprise Products Partners$1,442,098$178 ▲0.0%40,4970.2%EnergyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,433,842$122,966 ▲9.4%18,3070.2%ETFVTVVanguard Value ETF$1,413,280$648 ▲0.0%6,5410.2%ETFENERGY TRANSFER L P$1,388,348$10,854 ▲0.8%70,2250.2%COM UT LTD PTNRSPInvesco S&P 500 Equal Weight ETF$1,371,204$193,034 ▲16.4%6,5920.2%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$1,321,6280.0%13,5970.2%ETFXLVHealth Care Select Sector SPDR Fund$1,314,613$2,189 ▼-0.2%7,8060.2%ETFDVYiShares Select Dividend ETF$1,303,407$76,036 ▼-5.5%8,5710.2%ETFORCLOracle$1,293,157$90,760 ▼-6.6%9,4180.2%TechnologyIWMiShares Russell 2000 ETF$1,273,3800.0%4,5820.2%ETFBMYBristol Myers Squibb$1,272,191$187 ▲0.0%20,3880.2%HealthcareCOFCapital One Financial$1,243,950$193 ▲0.0%6,4430.2%FinanceShowing largest 100 holdings. 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