Platform Technology Partners
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), Platform Technology Partners reported 227 stock positions worth $290.5 million. Its top holding was Apple (AAPL) at 9.5% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Amazon.com (AMZN, 3.6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001830817
- Portfolio Value
- $290.5M (Q2 2024)
- SEC Filing
- 0001830817-24-000002 ↗ filed Jul 30, 2024
Holdings Value
Holdings 227 stocks · $290.5M
| AAPL Apple Inc. | 9.52% | 131,357 | $27.7M | — |
| MSFT Microsoft Corp. | 5.68% | 36,911 | $16.5M | — |
| AMZN Amazon.com Inc. | 3.64% | 54,768 | $10.6M | — |
| NVDA Nvidia Corp. | 3.20% | 75,224 | $9.3M | — |
| APO Apollo Global Management Inc. | 2.66% | 65,460 | $7.7M | — |
| SCHD Schwab US DVD Equity ETF | 2.10% | 78,392 | $6.1M | — |
| JPM JPMorgan Chase & Co. | 1.99% | 28,557 | $5.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.95% | 13,924 | $5.7M | — |
| META Meta Platforms Inc. Class A | 1.74% | 10,005 | $5.0M | — |
| IVV iShares Core S&P 500 ETF | 1.73% | 9,165 | $5.0M | — |
| JSCP JPMorgan Short Duration Core | 1.50% | 94,223 | $4.4M | — |
| GOOG Alphabet Inc. Class C | 1.50% | 23,781 | $4.4M | — |
| GOOGL Alphabet Inc. Class A | 1.48% | 23,655 | $4.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.32% | 7,036 | $3.8M | — |
| JNJ Johnson & Johnson | 1.19% | 23,686 | $3.5M | — |
| COST Costco Wholesale Corp. | 1.10% | 3,756 | $3.2M | — |
| VOO Vanguard S&P 500 ETF | 1.04% | 6,042 | $3.0M | — |
| HD Home Depot Inc. | 1.04% | 8,769 | $3.0M | — |
| CVX Chevron Corp. | 1.01% | 18,723 | $2.9M | — |
| SHY iShares 1-3 Year Treasury Bo | 1.00% | 35,742 | $2.9M | — |
| PEP Pepsico Inc. | 0.99% | 17,445 | $2.9M | — |
| FMHI First Trust Municipal High I | 0.97% | 58,449 | $2.8M | — |
| VYM Vanguard High DVD Yield ETF | 0.90% | 21,996 | $2.6M | — |
| RTX RTX Corp. | 0.89% | 25,740 | $2.6M | — |
| GE General Electric filed as GE AEROSPACE | 0.87% | 15,889 | $2.5M | — |
| PG The Procter & Gamble Co. | 0.87% | 15,270 | $2.5M | — |
| V Visa Inc. Class A | 0.86% | 9,563 | $2.5M | — |
| FTRB Fed Hermes TTL RTRN BND | 0.82% | 95,703 | $2.4M | — |
| GS Goldman Sachs Group Inc. | 0.82% | 5,240 | $2.4M | — |
| NEE Nextera Energy Inc. | 0.81% | 33,227 | $2.4M | — |
| CB Chubb Ltd. | 0.80% | 9,065 | $2.3M | — |
| TSLA Tesla Inc. | 0.78% | 11,506 | $2.3M | — |
| BX Blackstone Inc. | 0.78% | 18,194 | $2.3M | — |
| DFAS Dimensional US Small Cap ETF | 0.76% | 36,730 | $2.2M | — |
| MCD McDonald's Corp. | 0.75% | 8,564 | $2.2M | — |
| UNH Unitedhealth Group Inc. | 0.72% | 4,096 | $2.1M | — |
| AMGN Amgen Inc. | 0.70% | 6,495 | $2.0M | — |
| LLY Eli Lilly & Co. | 0.70% | 2,239 | $2.0M | — |
| ABFL Abacus FCF Leaders ETF | 0.66% | 31,821 | $1.9M | — |
| UNP Union Pacific Corp. | 0.66% | 8,510 | $1.9M | — |
| LMT Lockheed Martin Corp. | 0.66% | 4,103 | $1.9M | — |
| WMB Williams Cos Inc. | 0.65% | 44,262 | $1.9M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.65% | 5,026 | $1.9M | — |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.63% | 73,759 | $1.8M | — |
| BIV Vanguard Intermediate-Term B | 0.62% | 24,201 | $1.8M | — |
| ABBV Abbvie Inc. | 0.62% | 10,449 | $1.8M | — |
| WMT Walmart Inc. | 0.59% | 25,492 | $1.7M | — |
| BA The Boeing Co. | 0.59% | 9,467 | $1.7M | — |
| FPEI First Trust Institutional PR | 0.57% | 89,815 | $1.6M | — |
| MDT Medtronic PLC | 0.57% | 20,938 | $1.6M | — |
| DUK Duke Energy Corp. | 0.57% | 16,411 | $1.6M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 3,387 | $1.6M | — |
| CRM Salesforce Inc. | 0.54% | 6,102 | $1.6M | — |
| SPGI S&P Global Inc. | 0.53% | 3,422 | $1.5M | — |
| CL Colgate-Palmolive Co. | 0.52% | 15,611 | $1.5M | — |
| STZ Constellation Brands Inc. Class A | 0.52% | 5,882 | $1.5M | — |
| MRK Merck & Co. Inc. | 0.52% | 12,158 | $1.5M | — |
| SBUX Starbucks Corp. | 0.51% | 19,174 | $1.5M | — |
| COP Conocophillips | 0.51% | 13,049 | $1.5M | — |
| ORCL Oracle Corp. | 0.51% | 10,494 | $1.5M | — |
| MA Mastercard Inc. Class A | 0.50% | 3,319 | $1.5M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.44% | 7,999 | $1.3M | — |
| XOM Exxon Mobil Corp. | 0.43% | 10,797 | $1.2M | — |
| DES Wisdomtree US Smallcap Divid | 0.43% | 39,781 | $1.2M | — |
| DLN Wisdomtree US Largecap Divid | 0.43% | 16,996 | $1.2M | — |
| GLD SPDR Gold Shares | 0.42% | 5,665 | $1.2M | — |
| VZ Verizon Communications Inc. | 0.41% | 28,782 | $1.2M | — |
| HON Honeywell International Inc. | 0.40% | 5,422 | $1.2M | — |
| ET Energy Transfer LP | 0.39% | 69,716 | $1.1M | — |
| NOBL Proshares S&P 500 Dividend A | 0.38% | 11,370 | $1.1M | — |
| DVY iShares Select Dividend ETF | 0.36% | 8,698 | $1.1M | — |
| BMY Bristol-Myers Squibb Co. | 0.36% | 25,236 | $1.0M | — |
| NFLX Netflix Inc. | 0.34% | 1,452 | $980K | — |
| CLX Clorox Company | 0.33% | 6,992 | $954K | — |
| NKE Nike Inc. Class B | 0.33% | 12,546 | $946K | — |
| VEA Vanguard Ftse Developed ETF | 0.32% | 18,714 | $925K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 8,278 | $911K | — |
| AXP American Express Co. | 0.30% | 3,792 | $878K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 21,911 | $871K | — |
| FSIG FT Ltd. Duration Inv Grade | 0.29% | 45,464 | $852K | — |
| IHDG Wisdomtree International Hed | 0.29% | 18,232 | $831K | — |
| ABT Abbott Laboratories | 0.28% | 7,820 | $813K | — |
| D Dominion Energy Inc. | 0.28% | 16,567 | $812K | — |
| DON Wisdomtree US Midcap Dividen | 0.28% | 17,251 | $807K | — |
| CAT Caterpillar Inc. | 0.27% | 2,392 | $797K | — |
| EPD Enterprise Products Partners | 0.27% | 26,805 | $777K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 3,208 | $777K | — |
| ED Consolidated Edison Inc. | 0.26% | 8,361 | $748K | — |
| XLE SS Energy Select Sector | 0.24% | 7,635 | $696K | — |
| RDVY First Trust Rising Dividend | 0.24% | 12,691 | $695K | — |
| HGER Harbor Commodity All Weather | 0.24% | 30,820 | $693K | — |
| PM Philip Morris International | 0.24% | 6,835 | $693K | — |
| WFC Wells Fargo & Co. | 0.23% | 11,395 | $677K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 6,749 | $670K | — |
| AMAT Applied Materials Inc. | 0.23% | 2,827 | $667K | — |
| PCT Purecycle Technologies Inc. | 0.23% | 112,415 | $665K | — |
| GEV GE Vernova Inc. | 0.23% | 3,876 | $665K | — |
| TGT Target Corp. | 0.22% | 4,386 | $649K | — |
| DRVN Driven Brands Holdings Inc. | 0.22% | 50,000 | $637K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.22% | 1,356 | $636K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 393 | $610.8M | AAPL, NVDA, MSFT, AMZN, EVSD |
| Q1 2026 | 343 | $518.4M | AAPL, NVDA, MSFT, AMZN, EVSD |
| Q4 2025 | 260 | $469.6M | AAPL, NVDA, MSFT, AMZN, EVSD |
| Q3 2025 | 256 | $417.2M | AAPL, MSFT, NVDA, AMZN, EVSD |
| Q2 2025 | 259 | $383.0M | AAPL, MSFT, AMZN, NVDA, APO |
| Q1 2025 | 235 | $343.5M | AAPL, MSFT, AMZN, SCHD, APO |
| Q4 2024 | 218 | $330.1M | AAPL, MSFT, AMZN, APO, NVDA |
| Q3 2024 | 224 | $318.0M | AAPL, MSFT, AMZN, NVDA, APO |
| Q2 2024 | 227 | $290.5M | AAPL, MSFT, AMZN, NVDA, APO |