Platform Technology Partners
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Platform Technology Partners reported 235 stock positions worth $343.5 million. Its top holding was Apple (AAPL) at 9.1% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Amazon.com (AMZN, 3.1%). Compared with Q4 2024, it opened 28 new positions, sold out of 11, added to 128 and reduced 53. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +85%) and the biggest sale Nvidia (NVDA, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001830817
- Portfolio Value
- $343.5M (Q1 2025)
- SEC Filing
- 0001830817-25-000002 ↗ filed May 1, 2025
Holdings Value
Holdings 235 stocks · $343.5M
| AAPL Apple Inc. | 9.09% | 140,627 | $31.2M | Add +8.8% |
| MSFT Microsoft Corp. | 4.00% | 36,555 | $13.7M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 3.07% | 55,413 | $10.5M | Add +3.0% |
| SCHD Schwab US DVD Equity ETF | 2.44% | 300,053 | $8.4M | Add +7.8% |
| APO Apollo Global Management Inc. | 2.40% | 60,110 | $8.2M | Reduce -3.0% |
| EVSD Eaton Vance SHRT Dur Inc. | 2.36% | 159,612 | $8.1M | Add +16.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.29% | 14,768 | $7.9M | Add +7.5% |
| NVDA Nvidia Corp. | 2.09% | 66,206 | $7.2M | Reduce -9.6% |
| IVV iShares Core S&P 500 ETF | 2.04% | 12,458 | $7.0M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 2.00% | 28,038 | $6.9M | Add +3.2% |
| FTRB Fed Hermes TTL RTRN BND | 1.76% | 241,890 | $6.1M | Add +23.6% |
| META Meta Platforms Inc. Class A | 1.61% | 9,617 | $5.5M | Add +1.4% |
| VOO Vanguard S&P 500 ETF | 1.44% | 9,618 | $4.9M | Add +84.6% |
| V Visa Inc. Class A | 1.17% | 11,496 | $4.0M | Add +17.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.16% | 7,124 | $4.0M | Reduce -0.0% |
| CVX Chevron Corp. | 1.15% | 23,659 | $4.0M | Add +3.0% |
| TSLA Tesla Inc. | 1.13% | 14,956 | $3.9M | Add +32.4% |
| GOOGL Alphabet Inc. Class A | 1.08% | 23,996 | $3.7M | Reduce -0.9% |
| JNJ Johnson & Johnson | 1.06% | 22,054 | $3.7M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 1.05% | 23,083 | $3.6M | Add +1.9% |
| COST Costco Wholesale Corp. | 1.01% | 3,664 | $3.5M | Reduce -1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.97% | 8,988 | $3.3M | Add +12.3% |
| RTX RTX Corp. | 0.96% | 24,998 | $3.3M | Reduce -2.3% |
| HD Home Depot Inc. | 0.96% | 8,960 | $3.3M | Add +1.8% |
| BX Blackstone Inc. | 0.91% | 22,432 | $3.1M | Add +18.3% |
| DFAS Dimensional US Small Cap ETF | 0.87% | 50,131 | $3.0M | Add +6.0% |
| GS Goldman Sachs Group Inc. | 0.84% | 5,282 | $2.9M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.83% | 16,825 | $2.9M | Add +10.2% |
| VYM Vanguard High DVD Yield ETF | 0.83% | 21,996 | $2.8M | No change |
| FMHI First Trust Municipal High I | 0.83% | 59,329 | $2.8M | Reduce -1.7% |
| BA The Boeing Co. | 0.81% | 16,358 | $2.8M | Add +1.5% |
| CB Chubb Ltd. | 0.80% | 9,134 | $2.8M | Add +1.8% |
| MCD McDonald's Corp. | 0.78% | 8,617 | $2.7M | Add +0.4% |
| NEE Nextera Energy Inc. | 0.78% | 37,741 | $2.7M | Add +13.9% |
| WMB Williams Cos Inc. | 0.75% | 42,838 | $2.6M | Add +0.8% |
| PEP Pepsico Inc. | 0.73% | 16,785 | $2.5M | Reduce -2.4% |
| UNP Union Pacific Corp. | 0.71% | 10,390 | $2.5M | Add +24.4% |
| GE General Electric filed as GE AEROSPACE | 0.64% | 11,039 | $2.2M | Reduce -0.2% |
| SBUX Starbucks Corp. | 0.64% | 22,410 | $2.2M | Add +4.4% |
| WMT Walmart Inc. | 0.64% | 25,036 | $2.2M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.62% | 4,095 | $2.1M | Add +3.0% |
| AMGN Amgen Inc. | 0.61% | 6,768 | $2.1M | Add +0.0% |
| DUK Duke Energy Corp. | 0.61% | 17,283 | $2.1M | Add +2.8% |
| ABBV Abbvie Inc. | 0.61% | 10,059 | $2.1M | Add +9.3% |
| LLY Eli Lilly & Co. | 0.61% | 2,534 | $2.1M | Add +17.0% |
| GLD SPDR Gold Shares | 0.58% | 6,970 | $2.0M | Add +24.2% |
| MDT Medtronic PLC | 0.56% | 21,444 | $1.9M | Add +2.4% |
| TY Tri-Continental Corp. | 0.55% | 61,500 | $1.9M | Reduce -36.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.55% | 22,662 | $1.9M | Reduce -6.8% |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.54% | 73,759 | $1.9M | Add +0.0% |
| SPGI S&P Global Inc. | 0.53% | 3,591 | $1.8M | Add +2.3% |
| XOM Exxon Mobil Corp. | 0.53% | 15,221 | $1.8M | Add +5.9% |
| CRM Salesforce Inc. | 0.52% | 6,686 | $1.8M | Add +14.9% |
| ABFL Abacus FCF Leaders ETF | 0.52% | 27,714 | $1.8M | Reduce -5.3% |
| MA Mastercard Inc. Class A | 0.51% | 3,203 | $1.8M | Reduce -1.0% |
| LMT Lockheed Martin Corp. | 0.51% | 3,920 | $1.8M | Reduce -5.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.49% | 3,623 | $1.7M | Add +0.1% |
| FSIG FT Ltd. Duration Inv Grade | 0.48% | 87,578 | $1.7M | Add +3.5% |
| NKE Nike Inc. Class B | 0.46% | 24,927 | $1.6M | Add +8.5% |
| HGER Harbor Commodity All Weather | 0.46% | 65,649 | $1.6M | Add +22.0% |
| CL Colgate-Palmolive Co. | 0.45% | 16,507 | $1.5M | Add +4.1% |
| COP Conocophillips | 0.44% | 14,480 | $1.5M | Add +4.1% |
| LRCX Lam Research Corp. | 0.43% | 20,179 | $1.5M | New |
| ORCL Oracle Corp. | 0.42% | 10,371 | $1.5M | Add +1.6% |
| BMY Bristol-Myers Squibb Co. | 0.42% | 23,538 | $1.4M | Reduce -2.7% |
| EPD Enterprise Products Partners | 0.42% | 41,888 | $1.4M | Add +69.2% |
| VZ Verizon Communications Inc. | 0.42% | 31,513 | $1.4M | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 5,532 | $1.4M | Add +63.7% |
| MRK Merck & Co. Inc. | 0.38% | 14,712 | $1.3M | Add +13.9% |
| FPEI First Trust Institutional PR | 0.38% | 70,225 | $1.3M | Add +7.3% |
| PM Philip Morris International | 0.37% | 8,074 | $1.3M | Add +0.9% |
| DES Wisdomtree US Smallcap Divid | 0.37% | 39,781 | $1.3M | No change |
| VEA Vanguard Ftse Developed ETF | 0.37% | 24,971 | $1.3M | Add +0.9% |
| ET Energy Transfer LP | 0.37% | 68,131 | $1.3M | Add +1.2% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 2,491 | $1.2M | Add +453.6% |
| STZ Constellation Brands Inc. Class A | 0.35% | 6,627 | $1.2M | Add +9.3% |
| RDVY First Trust Rising Dividend | 0.35% | 20,304 | $1.2M | Add +3.7% |
| IHDG Wisdomtree International Hed | 0.34% | 27,280 | $1.2M | Add +4.4% |
| DVY iShares Select Dividend ETF | 0.34% | 8,698 | $1.2M | No change |
| NFLX Netflix Inc. | 0.34% | 1,252 | $1.2M | Reduce -11.3% |
| CLX Clorox Company | 0.33% | 7,753 | $1.1M | Add +4.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.33% | 6,501 | $1.1M | No change |
| HON Honeywell International Inc. | 0.32% | 5,215 | $1.1M | Add +2.1% |
| D Dominion Energy Inc. | 0.32% | 19,476 | $1.1M | Add +6.3% |
| DLN Wisdomtree US Largecap Divid | 0.31% | 13,597 | $1.1M | No change |
| NOBL Proshares S&P 500 Dividend A | 0.31% | 10,546 | $1.1M | Reduce -3.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 3,945 | $1.0M | Reduce -1.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 8,353 | $1.0M | Add +0.6% |
| ABT Abbott Laboratories | 0.30% | 7,666 | $1.0M | Add +1.1% |
| XLE SS Energy Select Sector | 0.29% | 10,545 | $985K | Add +1.2% |
| BIV Vanguard Intermediate-Term B | 0.29% | 12,855 | $984K | Reduce -20.6% |
| CAAA First Trust Aaa CMBS ETF-Usd | 0.28% | 47,087 | $958K | Add +12.7% |
| AXP American Express Co. | 0.27% | 3,501 | $942K | Add +0.5% |
| COF Capital One Financial Corp. | 0.27% | 5,193 | $931K | Add +84.9% |
| ED Consolidated Edison Inc. | 0.27% | 8,369 | $925K | Add +0.2% |
| TT Trane Technologies PLC | 0.27% | 2,713 | $914K | Add +80.2% |
| ZTS Zoetis Inc. | 0.25% | 5,313 | $875K | Add +124.8% |
| OKE Oneok Inc. | 0.25% | 8,799 | $873K | New |
| PCT Purecycle Technologies Inc. | 0.25% | 125,822 | $871K | Add +52.2% |
| HYFI AB High Yield ETF filed as AB ACTIVE ETFS INC | 0.25% | 23,472 | $865K | Add +12.9% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -9.6% | 2.09% | −0.89 |
| MSFT Microsoft Corp. | Reduce -1.6% | 4.00% | −0.75 |
| APO Apollo Global Management Inc. | Reduce -3.0% | 2.40% | −0.70 |
| TY Tri-Continental Corp. | Reduce -36.9% | 0.55% | −0.39 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 1.08% | −0.31 |
| IVV iShares Core S&P 500 ETF | Reduce -1.1% | 2.04% | −0.21 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 1.16% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -5.9% | 0.51% | −0.10 |
| IWO iShares Russell 2000 Growth | Reduce -30.9% | 0.15% | −0.10 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.09 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.09 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.09 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −0.08 |
| BIV Vanguard Intermediate-Term B | Reduce -20.6% | 0.29% | −0.08 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.07 |
| ABFL Abacus FCF Leaders ETF | Reduce -5.3% | 0.52% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.07 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.06 |
| SRE Sempra | Sold out | 0.00% | −0.06 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.73% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -6.8% | 0.55% | −0.06 |
| AMAT Applied Materials Inc. | Reduce -30.1% | 0.08% | −0.06 |
| FMHI First Trust Municipal High I | Reduce -1.7% | 0.83% | −0.06 |
| ARCC Ares Capital Corp. | Reduce -25.1% | 0.13% | −0.05 |
| TGT Target Corp. | Reduce -2.5% | 0.12% | −0.04 |
| NFLX Netflix Inc. | Reduce -11.3% | 0.34% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.0% | 0.16% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -16.7% | 0.06% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -13.5% | 0.11% | −0.04 |
| ACN Accenture PLC Class A | Reduce -1.9% | 0.18% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -4.5% | 0.23% | −0.03 |
| GEV GE Vernova Inc. | Reduce -0.2% | 0.24% | −0.03 |
| CEG Constellation Energy | Reduce -4.1% | 0.13% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.0% | 0.11% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.1% | 0.30% | −0.02 |
| CMI Cummins Inc. | Reduce -12.7% | 0.07% | −0.02 |
| CTOS Custom Truck One Source Inc. | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 1.01% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.12% | −0.02 |
| BKH Black Hills Corp. | Reduce -16.3% | 0.09% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.2% | 0.31% | −0.01 |
| IQV Iqvia Holdings Inc. | Reduce -2.2% | 0.07% | −0.01 |
| COO The Cooper Cos Inc. | Reduce -0.4% | 0.06% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.5% | 0.15% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -1.5% | 0.10% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -2.8% | 0.12% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 0.51% | −0.00 |
| KYN Kayne Anderson Energy Infra | Reduce -1.9% | 0.06% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Add +84.6% | 1.44% | +0.59 |
| LRCX Lam Research Corp. | New | 0.43% | +0.43 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.5% | 2.29% | +0.40 |
| FTRB Fed Hermes TTL RTRN BND | Add +23.6% | 1.76% | +0.30 |
| TMO Thermo Fisher Scientific Inc. | Add +453.6% | 0.36% | +0.29 |
| EVSD Eaton Vance SHRT Dur Inc. | Add +16.0% | 2.36% | +0.25 |
| OKE Oneok Inc. | New | 0.25% | +0.25 |
| V Visa Inc. Class A | Add +17.6% | 1.17% | +0.24 |
| FIW First Trust Water ETF | New | 0.22% | +0.22 |
| DIS The Walt Disney Co. | New | 0.19% | +0.19 |
| EPD Enterprise Products Partners | Add +69.2% | 0.42% | +0.18 |
| IBM Intl Business Machines Corp. | Add +63.7% | 0.40% | +0.18 |
| GLD SPDR Gold Shares | Add +24.2% | 0.58% | +0.17 |
| CVX Chevron Corp. | Add +3.0% | 1.15% | +0.14 |
| JGRO JPMorgan Active Growth ETF | New | 0.14% | +0.14 |
| SCHD Schwab US DVD Equity ETF | Add +7.8% | 2.44% | +0.14 |
| ZTS Zoetis Inc. | Add +124.8% | 0.25% | +0.14 |
| UNP Union Pacific Corp. | Add +24.4% | 0.71% | +0.14 |
| XLK SS Technology Select Sector | New | 0.13% | +0.13 |
| COF Capital One Financial Corp. | Add +84.9% | 0.27% | +0.12 |
| ABBV Abbvie Inc. | Add +9.3% | 0.61% | +0.12 |
| VMRK Vivmark Residential | New | 0.11% | +0.11 |
| SPHQ Invesco S&P 500 Quality ETF | Add +95.6% | 0.24% | +0.11 |
| CALF PCR US SM CP CSH CWS ETF-Usd | New | 0.11% | +0.11 |
| ISRG Intuitive Surgical Inc. | New | 0.10% | +0.10 |
| LLY Eli Lilly & Co. | Add +17.0% | 0.61% | +0.10 |
| WAB Wabtec Corp. | New | 0.10% | +0.10 |
| TXN Texas Instruments Inc. | Add +176.7% | 0.17% | +0.10 |
| HGER Harbor Commodity All Weather | Add +22.0% | 0.46% | +0.10 |
| XLV SS Health Care Select Sector | Add +65.3% | 0.24% | +0.10 |
| TT Trane Technologies PLC | Add +80.2% | 0.27% | +0.10 |
| GDX Vaneck Gold Miners ETF | New | 0.09% | +0.09 |
| ORI Old Republic Intl Corp. | New | 0.09% | +0.09 |
| NSC Norfolk Southern Corp. | New | 0.08% | +0.08 |
| PM Philip Morris International | Add +0.9% | 0.37% | +0.08 |
| AMGN Amgen Inc. | Add +0.0% | 0.61% | +0.08 |
| ON On Semiconductor | New | 0.07% | +0.07 |
| PLD Prologis Inc. | New | 0.07% | +0.07 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.07% | +0.07 |
| DUK Duke Energy Corp. | Add +2.8% | 0.61% | +0.06 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
| DHR Danaher Corp. | New | 0.06% | +0.06 |
| SDVY First Trust Smid Cap Rising | Add +102.9% | 0.14% | +0.06 |
| PGR Progressive Corp. | New | 0.06% | +0.06 |
| SNAP Snap Inc. Class A | New | 0.06% | +0.06 |
| SLV iShares Silver Trust | New | 0.06% | +0.06 |
| AJG Arthur J Gallagher & Co. | New | 0.06% | +0.06 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | New | 0.06% | +0.06 |
| NEE Nextera Energy Inc. | Add +13.9% | 0.78% | +0.06 |
| PG The Procter & Gamble Co. | Add +10.2% | 0.83% | +0.06 |
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 |