The Analysis of Platform Technology Partners's Holdings
Currently, Platform Technology Partners holds 260 types of securities in its portfolio with a total value $469.6M. In the most recent quarter, they have increased their positions in NVDA (+46.5K shares, valued at $8.7M), N/A (+275.9K shares, valued at $8.1M), FTRB (+136.5K shares, valued at $3.5M); decreased their positions in FMHI (-24.9K shares, valued at $1.2M), N/A (-7.5K shares, valued at $1.1M), N/A (-1.3K shares, valued at $404.4K); initiated new positions in N/A (+275.9K shares, valued at $8.1M), AIPO (+31.5K shares, valued at $697.7K), BXSL (+21.6K shares, valued at $567.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC143.1K shares3.15%2025-12-312026-02-13
NVDA NVIDIA CORPORATION117.2K shares65.82%2025-12-312026-02-13 MSFT MICROSOFT CORP38.7K shares8.57%2025-12-312026-02-13 AMZN AMAZON COM INC62.3K shares7.26%2025-12-312026-02-13 EVSD MORGAN STANLEY ETF TRUST249.4K shares27.16%2025-12-312026-02-13 FTRB FEDERATED HERMES ETF TRUST456.3K shares42.67%2025-12-312026-02-13 SCHD SCHWAB STRATEGIC TR350.7K shares8.65%2025-12-312026-02-13 JPM JPMORGAN CHASE & CO.29.1K shares1.21%2025-12-312026-02-13 IVV ISHARES TR12.3K shares0.75%2025-12-312026-02-13 ALPHABET INC ALPHABET INC26.7K shares2.10%2025-12-312026-02-13 META META PLATFORMS INC12.0K shares18.80%2025-12-312026-02-13 ALPHABET INC ALPHABET INC23.5K shares-1.24%2025-12-312026-02-13 TSLA TESLA INC15.9K shares-1.84%2025-12-312026-02-13 DFAS DIMENSIONAL ETF TRUST93.9K shares13.79%2025-12-312026-02-13 VUG VANGUARD INDEX FDS12.1K shares12.18%2025-12-312026-02-13 SPY SPDR S&P 500 ETF TR8.3K shares3.78%2025-12-312026-02-13 GS GOLDMAN SACHS GROUP INC5.5K shares0.76%2025-12-312026-02-13 JNJ JOHNSON & JOHNSON23.4K shares2.34%2025-12-312026-02-13 RTX RTX CORPORATION25.6K shares1.30%2025-12-312026-02-13 V VISA INC12.8K shares3.84%2025-12-312026-02-13 GLD SPDR GOLD TR10.3K shares13.34%2025-12-312026-02-13 CVX CHEVRON CORP NEW26.4K shares0.70%2025-12-312026-02-13 BA BOEING CO16.4K shares3.38%2025-12-312026-02-13 NEE NEXTERA ENERGY INC41.1K shares1.69%2025-12-312026-02-13 HD HOME DEPOT INC9.4K shares1.79%2025-12-312026-02-13 VYM VANGUARD WHITEHALL FDS21.9K shares0.00%2025-12-312026-02-13 CB CHUBB LIMITED9.9K shares0.95%2025-12-312026-02-13 PLD PROLOGIS INC.24.0K shares28.00%2025-12-312026-02-13 COST COSTCO WHSL CORP NEW3.5K shares-2.07%2025-12-312026-02-13 PFF ISHARES TR96.5K shares400.70%2025-12-312026-02-13 PEP PEPSICO INC19.5K shares2.62%2025-12-312026-02-13 MCD MCDONALDS CORP9.1K shares4.83%2025-12-312026-02-13 WMB WILLIAMS COS INC45.2K shares3.85%2025-12-312026-02-13 WMT WALMART INC24.2K shares1.09%2025-12-312026-02-13 LLY ELI LILLY & CO2.5K shares-11.75%2025-12-312026-02-13 HGER HARBOR ETF TRUST106.2K shares18.23%2025-12-312026-02-13 PG PROCTER AND GAMBLE CO18.0K shares1.62%2025-12-312026-02-13 AMGN AMGEN INC7.8K shares5.19%2025-12-312026-02-13 ABBV ABBVIE INC10.1K shares1.18%2025-12-312026-02-13 UNP UNION PAC CORP9.8K shares-0.70%2025-12-312026-02-13 SPGI S&P GLOBAL INC4.2K shares5.46%2025-12-312026-02-13 TY TRI CONTL CORP67.0K shares6.31%2025-12-312026-02-13 SPHQ INVESCO EXCHANGE TRADED FD T28.8K shares23.63%2025-12-312026-02-13 SBUX STARBUCKS CORP25.1K shares7.81%2025-12-312026-02-13 LMT LOCKHEED MARTIN CORP4.3K shares5.38%2025-12-312026-02-13 FSIG FIRST TR EXCHANGE-TRADED FD108.4K shares12.92%2025-12-312026-02-13 IBM INTERNATIONAL BUSINESS MACHS6.9K shares-0.63%2025-12-312026-02-13 VEA VANGUARD TAX-MANAGED FDS32.4K shares14.41%2025-12-312026-02-13 ORCL ORACLE CORP10.2K shares1.27%2025-12-312026-02-13 RDVY FIRST TR EXCHANGE TRADED FD28.0K shares22.24%2025-12-312026-02-13 XOM EXXON MOBIL CORP15.8K shares0.79%2025-12-312026-02-13 ABFL ABACUS FCF ETF TR26.2K shares-0.42%2025-12-312026-02-13 TAFI AB ACTIVE ETFS INC73.7K shares2.20%2025-12-312026-02-13 IHDG WISDOMTREE TR37.8K shares19.70%2025-12-312026-02-13 NKE NIKE INC27.9K shares-0.64%2025-12-312026-02-13 UNH UNITEDHEALTH GROUP INC5.3K shares3.99%2025-12-312026-02-13 PCT PURECYCLE TECHNOLOGIES INC204.4K shares109.04%2025-12-312026-02-13 MA MASTERCARD INCORPORATED3.0K shares-1.88%2025-12-312026-02-13 APD AIR PRODS & CHEMS INC6.8K shares-5.50%2025-12-312026-02-13 NMZ NUVEEN MUN HIGH INCOME OPPOR163.2K shares134.86%2025-12-312026-02-13 COP CONOCOPHILLIPS17.5K shares3.25%2025-12-312026-02-13 CL COLGATE PALMOLIVE CO20.1K shares0.94%2025-12-312026-02-13 DLR DIGITAL RLTY TR INC10.2K shares447.69%2025-12-312026-02-13 IBIT ISHARES BITCOIN TRUST ETF31.7K shares-10.70%2025-12-312026-02-13 VZ VERIZON COMMUNICATIONS INC37.7K shares3.56%2025-12-312026-02-13 D DOMINION ENERGY INC25.4K shares8.17%2025-12-312026-02-13 VO VANGUARD INDEX FDS5.1K shares9.59%2025-12-312026-02-13 COF CAPITAL ONE FINL CORP6.0K shares0.79%2025-12-312026-02-13 EPD ENTERPRISE PRODS PARTNERS L42.0K shares0.07%2025-12-312026-02-13 DES WISDOMTREE TR39.8K shares0.00%2025-12-312026-02-13 SHY ISHARES TR16.0K shares-16.81%2025-12-312026-02-13 PLTR PALANTIR TECHNOLOGIES INC7.4K shares5.30%2025-12-312026-02-13 TMO THERMO FISHER SCIENTIFIC INC2.2K shares-9.25%2025-12-312026-02-13 CAT CATERPILLAR INC2.2K shares-2.60%2025-12-312026-02-13 PM PHILIP MORRIS INTL INC7.9K shares-2.52%2025-12-312026-02-13 AXP AMERICAN EXPRESS CO3.4K shares0.53%2025-12-312026-02-13 TJX TJX COS INC NEW8.2K shares2.79%2025-12-312026-02-13 NFLX NETFLIX INC13.4K shares950.47%2025-12-312026-02-13 FPEI FIRST TR EXCH TRADED FD III64.5K shares14.14%2025-12-312026-02-13 VTV VANGUARD INDEX FDS6.5K shares0.25%2025-12-312026-02-13 CAAA FIRST TR EXCHANGE-TRADED FD59.6K shares18.76%2025-12-312026-02-13 BROADCOM INC BROADCOM INC3.5K shares8.30%2025-12-312026-02-13 DLN WISDOMTREE TR13.6K shares0.00%2025-12-312026-02-13 HYFI AB ACTIVE ETFS INC30.2K shares21.19%2025-12-312026-02-13 ET ENERGY TRANSFER L P68.5K shares0.93%2025-12-312026-02-13 EVLV EVOLV TECHNOLOGIES HLDNGS IN153.0K shares131.54%2025-12-312026-02-13 BMY BRISTOL-MYERS SQUIBB CO20.2K shares-8.04%2025-12-312026-02-13 WFC WELLS FARGO CO NEW11.6K shares-11.47%2025-12-312026-02-13 ETHA ISHARES ETHEREUM TR47.9K shares38.86%2025-12-312026-02-13 DVY ISHARES TR7.4K shares0.01%2025-12-312026-02-13 FIW FIRST TR EXCHANGE-TRADED FD9.5K shares0.00%2025-12-312026-02-13 NOBL PROSHARES TR9.8K shares-0.74%2025-12-312026-02-13 XLE SELECT SECTOR SPDR TR22.4K shares107.98%2025-12-312026-02-13 GEV GE VERNOVA INC1.5K shares-1.42%2025-12-312026-02-13 XLU SELECT SECTOR SPDR TR23.4K shares102.08%2025-12-312026-02-13 CLX CLOROX CO DEL9.7K shares0.18%2025-12-312026-02-13 HON HONEYWELL INTL INC5.0K shares-1.71%2025-12-312026-02-13 BAC BANK AMERICA CORP17.5K shares-8.28%2025-12-312026-02-13 CSCO CISCO SYS INC12.4K shares2.68%2025-12-312026-02-13 FMHI FIRST TR EXCH TRADED FD III19.1K shares-56.60%2025-12-312026-02-13 STZ CONSTELLATION BRANDS INC6.5K shares2.09%2025-12-312026-02-13 ABT ABBOTT LABS7.1K shares0.34%2025-12-312026-02-13 DON WISDOMTREE TR17.3K shares0.00%2025-12-312026-02-13 TT TRANE TECHNOLOGIES PLC2.2K shares0.00%2025-12-312026-02-13 ED CONSOLIDATED EDISON INC8.5K shares1.34%2025-12-312026-02-13 IWM ISHARES TR3.3K shares2.33%2025-12-312026-02-13 VWO VANGUARD INTL EQUITY INDEX F15.0K shares17.74%2025-12-312026-02-13 XLV SELECT SECTOR SPDR TR5.1K shares-2.09%2025-12-312026-02-13 JEPI J P MORGAN EXCHANGE TRADED F13.6K shares30.32%2025-12-312026-02-13 BIV VANGUARD BD INDEX FDS9.8K shares-8.57%2025-12-312026-02-13 XLK SELECT SECTOR SPDR TR5.3K shares102.97%2025-12-312026-02-13 TSLX SIXTH STREET SPECIALTY LENDI34.4K shares23.26%2025-12-312026-02-13 DIS DISNEY WALT CO6.4K shares6.89%2025-12-312026-02-13 VTI VANGUARD INDEX FDS2.1K shares14.29%2025-12-312026-02-13 BKNG BOOKING HOLDINGS INC134 shares8.06%2025-12-312026-02-13 IWF ISHARES TR1.5K shares31.72%2025-12-312026-02-13 AIPO TIDAL TRUST II31.5K sharesnew addition2025-12-312026-02-13 SCHW SCHWAB CHARLES CORP7.0K shares1.88%2025-12-312026-02-13 GE AEROSPACE GE AEROSPACE2.2K shares-37.09%2025-12-312026-02-13 APH AMPHENOL CORP NEW4.9K shares1.41%2025-12-312026-02-13 OKE ONEOK INC NEW8.7K shares0.66%2025-12-312026-02-13 IWO ISHARES TR1.9K shares0.00%2025-12-312026-02-13 CRM SALESFORCE INC2.3K shares-11.52%2025-12-312026-02-13 ARTY ISHARES TR12.6K shares7.58%2025-12-312026-02-13 SHOP SHOPIFY INC3.8K shares-1.34%2025-12-312026-02-13 JGRO J P MORGAN EXCHANGE TRADED F6.5K shares0.00%2025-12-312026-02-13 SDVY FIRST TR EXCHANGE-TRADED FD15.7K shares6.54%2025-12-312026-02-13 XLP SELECT SECTOR SPDR TR7.7K shares23.14%2025-12-312026-02-13 AEP AMERICAN ELEC PWR CO INC5.2K shares0.56%2025-12-312026-02-13 VRTX VERTEX PHARMACEUTICALS INC1.3K shares5.67%2025-12-312026-02-13 YUM YUM BRANDS INC3.9K shares0.31%2025-12-312026-02-13 PFE PFIZER INC23.6K shares0.46%2025-12-312026-02-13 ZTS ZOETIS INC4.6K shares-9.20%2025-12-312026-02-13 VB VANGUARD INDEX FDS2.2K shares0.67%2025-12-312026-02-13 MGK VANGUARD WORLD FD1.4K shares0.00%2025-12-312026-02-13 BXSL BLACKSTONE SECD LENDING FD21.6K sharesnew addition2025-12-312026-02-13 KO COCA COLA CO8.1K shares0.40%2025-12-312026-02-13 TXN TEXAS INSTRS INC3.2K shares1.91%2025-12-312026-02-13 T AT&T INC22.3K shares4.61%2025-12-312026-02-13 CRWV COREWEAVE INC7.7K sharesnew addition2025-12-312026-02-13 AMAT APPLIED MATLS INC2.0K shares2.97%2025-12-312026-02-13 CRMT AMERICAS CAR-MART INC20.4K shares10.27%2025-12-312026-02-13 MDY SPDR S&P MIDCAP 400 ETF TR841 shares0.00%2025-12-312026-02-13 CEG CONSTELLATION ENERGY CORP1.4K shares-37.88%2025-12-312026-02-13 MO ALTRIA GROUP INC8.5K shares3.36%2025-12-312026-02-13 PNC PNC FINL SVCS GROUP INC2.3K shares0.13%2025-12-312026-02-13 INOD INNODATA INC9.3K shares83.45%2025-12-312026-02-13 IJH ISHARES TR7.1K shares-0.65%2025-12-312026-02-13 IWD ISHARES TR2.2K shares0.04%2025-12-312026-02-13 VRT VERTIV HOLDINGS CO2.9K shares4.66%2025-12-312026-02-13 ISRG INTUITIVE SURGICAL INC818 shares0.74%2025-12-312026-02-13 UPS UNITED PARCEL SERVICE INC4.6K shares19.75%2025-12-312026-02-13 CSX CSX CORP12.1K shares-3.55%2025-12-312026-02-13 HDB HDFC BANK LTD11.8K shares-0.94%2025-12-312026-02-13 NVS NOVARTIS AG3.0K shares3.86%2025-12-312026-02-13 WAB WABTEC1.9K shares0.10%2025-12-312026-02-13 ADP AUTOMATIC DATA PROCESSING IN1.6K shares-1.49%2025-12-312026-02-13 NVO NOVO-NORDISK A S7.9K shares6.56%2025-12-312026-02-13 ON ON SEMICONDUCTOR CORP7.4K shares1.88%2025-12-312026-02-13 FBTC FIDELITY WISE ORIGIN BITCOIN5.1K shares69.94%2025-12-312026-02-13 IQLT ISHARES TR8.6K shares0.00%2025-12-312026-02-13 KKR & CO INC KKR & CO INC3.0K shares71.09%2025-12-312026-02-13 CMI CUMMINS INC757 shares4.41%2025-12-312026-02-13 HYMB SPDR SERIES TRUST15.3K shares1.15%2025-12-312026-02-13 ETR ENTERGY CORP NEW4.1K shares-0.31%2025-12-312026-02-13 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares-1.75%2025-12-312026-02-13 AKAM AKAMAI TECHNOLOGIES INC4.2K shares-0.94%2025-12-312026-02-13 PREF PRINCIPAL EXCHANGE TRADED FD19.0K shares0.00%2025-12-312026-02-13 LMBS FIRST TR EXCHANGE-TRADED FD7.2K shares-7.68%2025-12-312026-02-13 GNRC GENERAC HLDGS INC2.6K sharesnew addition2025-12-312026-02-13 VNQ VANGUARD INDEX FDS4.0K shares-8.12%2025-12-312026-02-13 EXC EXELON CORP8.1K shares1.16%2025-12-312026-02-13 TGT TARGET CORP3.6K shares0.64%2025-12-312026-02-13 ORI OLD REP INTL CORP7.6K shares0.93%2025-12-312026-02-13 BKH BLACK HILLS CORP4.9K shares0.00%2025-12-312026-02-13 SPYM SPDR SERIES TRUST4.2K shares10.14%2025-12-312026-02-13 NSC NORFOLK SOUTHN CORP1.2K shares-0.26%2025-12-312026-02-13 EQR EQUITY RESIDENTIAL5.3K shares-0.78%2025-12-312026-02-13 GILD GILEAD SCIENCES INC2.7K shares2.01%2025-12-312026-02-13 CVS CVS HEALTH CORP4.1K shares2.98%2025-12-312026-02-13 ORLY OREILLY AUTOMOTIVE INC3.5K shares-3.49%2025-12-312026-02-13 ITA ISHARES TR1.5K sharesnew addition2025-12-312026-02-13 TFC TRUIST FINL CORP6.3K shares-0.14%2025-12-312026-02-13 SPG SIMON PPTY GROUP INC NEW1.7K shares0.61%2025-12-312026-02-13 AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2025-12-312026-02-13 NU NU HLDGS LTD18.0K shares-4.60%2025-12-312026-02-13 FMNY FIRST TR EXCH TRADED FD III11.2K shares0.00%2025-12-312026-02-13 ILMN ILLUMINA INC2.2K shares2.71%2025-12-312026-02-13 CALF PACER FDS TR6.4K shares0.00%2025-12-312026-02-13 DRVN DRIVEN BRANDS HLDGS INC19.0K shares-0.38%2025-12-312026-02-13 SO SOUTHERN CO3.2K shares-8.03%2025-12-312026-02-13 UNILEVER PLC UNILEVER PLC4.3K sharesnew addition2025-12-312026-02-13 TDIV FIRST TR EXCHANGE TRADED FD2.9K shares-0.35%2025-12-312026-02-13 SYK STRYKER CORPORATION769 shares-5.53%2025-12-312026-02-13 SMH VANECK ETF TRUST747 sharesnew addition2025-12-312026-02-13 DHR DANAHER CORPORATION1.1K shares1.33%2025-12-312026-02-13 REGN REGENERON PHARMACEUTICALS335 sharesnew addition2025-12-312026-02-13 IBB ISHARES TR1.5K sharesnew addition2025-12-312026-02-13 ENB ENBRIDGE INC5.3K shares0.00%2025-12-312026-02-13 IVW ISHARES TR2.0K shares0.00%2025-12-312026-02-13 KMI KINDER MORGAN INC DEL9.1K shares-2.91%2025-12-312026-02-13 MDLZ MONDELEZ INTL INC4.6K shares-0.92%2025-12-312026-02-13 TSAT TELESAT CORP8.6K shares-41.53%2025-12-312026-02-13 ARCC ARES CAPITAL CORP12.1K shares-29.42%2025-12-312026-02-13 DDS DILLARDS INC400 shares0.00%2025-12-312026-02-13 MMM 3M CO1.5K shares1.14%2025-12-312026-02-13 AMP AMERIPRISE FINL INC488 shares1.24%2025-12-312026-02-13 IYR ISHARES TR2.5K shares0.00%2025-12-312026-02-13 IQV IQVIA HLDGS INC1.0K shares-20.61%2025-12-312026-02-13 CRWD CROWDSTRIKE HLDGS INC500 shares12.87%2025-12-312026-02-13 SGI SOMNIGROUP INTERNATIONAL INC2.6K shares-10.29%2025-12-312026-02-13 GIII G III APPAREL GROUP LTD8.0K shares0.00%2025-12-312026-02-13 AMT AMERICAN TOWER CORP NEW1.3K shares-15.95%2025-12-312026-02-13 CITIGROUP INC CITIGROUP INC2.0K sharesnew addition2025-12-312026-02-13 CPER UNITED STS COMMODITY INDEX F6.5K shares-15.86%2025-12-312026-02-13 MHN BLACKROCK MUNIHLDGS NY QLTY22.1K shares1.45%2025-12-312026-02-13 MPC MARATHON PETE CORP1.4K shares0.00%2025-12-312026-02-13 WBS WEBSTER FINL CORP3.5K shares0.00%2025-12-312026-02-13 SCHF SCHWAB STRATEGIC TR9.2K shares0.00%2025-12-312026-02-13 PRU PRUDENTIAL FINL INC1.9K sharesnew addition2025-12-312026-02-13 TMUS T-MOBILE US INC1.1K shares5.51%2025-12-312026-02-13 EXAS EXACT SCIENCES CORP2.1K sharesnew addition2025-12-312026-02-13 ADBE ADOBE INC620 sharesnew addition2025-12-312026-02-13 XLF SELECT SECTOR SPDR TR3.9K sharesnew addition2025-12-312026-02-13 ILF ISHARES TR7.0K sharesnew addition2025-12-312026-02-13 INTC INTEL CORP5.7K shares-31.56%2025-12-312026-02-13 IJR ISHARES TR1.7K shares-3.39%2025-12-312026-02-13 CDNS CADENCE DESIGN SYSTEM INC667 shares0.00%2025-12-312026-02-13 DIA SPDR DOW JONES INDL AVERAGE432 shares0.00%2025-12-312026-02-13 FNGR FINGERMOTION INC167.6K shares0.00%2025-12-312026-02-13 KYN KAYNE ANDERSON ENERGY INFRST14.4K shares1.72%2025-12-312026-02-13 LYG LLOYDS BANKING GROUP PLC33.6K shares-0.77%2025-12-312026-02-13 WULF TERAWULF INC10.4K shares4.00%2025-12-312026-02-13 BZAI BLAIZE HLDGS INC59.3K shares-13.17%2025-12-312026-02-13 CGEN COMPUGEN LTD50.0K shares400.00%2025-12-312026-02-13 ENVX ENOVIX CORPORATION10.0K shares0.00%2025-12-312026-02-13 MLGO MICROALGO INC14.8K shares0.00%2025-12-312026-02-13 NEXT NEXTDECADE CORP10.4K shares-38.89%2025-12-312026-02-13 MVST MICROVAST HOLDINGS INC15.0K sharesnew addition2025-12-312026-02-13 GERN GERON CORP10.1K shares0.00%2025-12-312026-02-13 ASBP ASPIRE BIOPHARMA HLDGS INC37.6K shares0.00%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available