Platform Technology Partners Top Holdings and 13F Report (2023) About Platform Technology PartnersInvestment ActivityPlatform Technology Partners has $330.12 million in total holdings as of June 30, 2023.Platform Technology Partners owns shares of 218 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 8.32% of the portfolio was purchased this quarter.About 5.85% of the portfolio was sold this quarter.This quarter, Platform Technology Partners has purchased 224 new stocks and bought additional shares in 87 stocks.Platform Technology Partners sold shares of 80 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $32,374,049Microsoft $15,661,194Amazon.com $11,799,554Apollo Global Management $10,236,290NVIDIA $9,839,516 Largest New Holdings this Quarter MORGAN STANLEY ETF TRUST $6,946,100 HoldingFIRST TR EXCHANGE-TRADED FD $843,006 HoldingBLACKROCK INC $436,696 HoldingInvesco S&P 500 Quality ETF $418,937 HoldingXPO $283,521 Holding Largest Purchases this Quarter MORGAN STANLEY ETF TRUST 137,628 shares (about $6.95M)Schwab US Dividend Equity ETF 194,152 shares (about $5.30M)iShares Core S&P 500 ETF 2,630 shares (about $1.55M)Tri-Continental 39,819 shares (about $1.26M)FEDERATED HERMES ETF TRUST 49,343 shares (about $1.22M) Largest Sales this Quarter Apollo Global Management 5,826 shares (about $962.22K)Apple 3,749 shares (about $938.82K)General Electric 4,528 shares (about $755.29K)iShares 1-3 Year Treasury Bond ETF 6,771 shares (about $555.10K)Driven Brands 31,000 shares (about $500.34K) 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$32,374,049$938,825 ▼-2.8%129,2799.8%Computer and TechnologyMSFTMicrosoft$15,661,194$273,981 ▲1.8%37,1554.7%Computer and TechnologyAMZNAmazon.com$11,799,554$107,721 ▼-0.9%53,7833.6%Retail/WholesaleAPOApollo Global Management$10,236,290$962,222 ▼-8.6%61,9783.1%FinanceNVDANVIDIA$9,839,516$28,604 ▲0.3%73,2703.0%Computer and TechnologySCHDSchwab US Dividend Equity ETF$7,605,405$5,304,239 ▲230.5%278,3822.3%ETFIVViShares Core S&P 500 ETF$7,412,345$1,548,286 ▲26.4%12,5912.2%ETFMORGAN STANLEY ETF TRUST$6,946,100$6,946,100 ▲New Holding137,6282.1%EATON VANCE SHORJPMJPMorgan Chase & Co.$6,510,265$229,650 ▼-3.4%27,1582.0%FinanceBRK.BBerkshire Hathaway$6,229,706$179,054 ▼-2.8%13,7431.9%FinanceMETAMeta Platforms$5,552,223$1,171 ▼0.0%9,4821.7%Computer and TechnologyFEDERATED HERMES ETF TRUST$4,829,557$1,217,786 ▲33.7%195,6871.5%HERMES TOTAL RETGOOGLAlphabet$4,583,772$48,651 ▲1.1%24,2141.4%Computer and TechnologyTSLATesla$4,563,280$36,752 ▼-0.8%11,2991.4%Auto/Tires/TrucksGOOGAlphabet$4,315,878$16,569 ▼-0.4%22,6621.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,176,269$26,376 ▲0.6%7,1251.3%FinanceHDHome Depot$3,425,829$25,287 ▲0.7%8,8061.0%Retail/WholesaleCOSTCostco Wholesale$3,394,394$38,489 ▼-1.1%3,7041.0%Retail/WholesaleCVXChevron$3,327,125$4,200 ▲0.1%22,9711.0%Oils/EnergyJNJJohnson & Johnson$3,313,165$68,551 ▼-2.0%22,9091.0%MedicalVUGVanguard Growth ETF$3,286,583$705,177 ▲27.3%8,0071.0%ETFBXBlackstone$3,270,361$2,414 ▼-0.1%18,9671.0%FinanceTYTri-Continental$3,090,757$1,261,864 ▲69.0%97,5310.9%FinanceVVisa$3,089,199$24,653 ▲0.8%9,7740.9%Business ServicesDFASDimensional U.S. Small Cap ETF$3,078,428$270,929 ▲9.7%47,3020.9%ETFGSThe Goldman Sachs Group$3,015,802$30,925 ▲1.0%5,2660.9%FinanceRTXRTX$2,959,340$8,448 ▼-0.3%25,5730.9%AerospaceFMHIFirst Trust Municipal High Income ETF$2,913,295$40,129 ▲1.4%60,3290.9%ManufacturingBABoeing$2,853,309$684,122 ▲31.5%16,1200.9%AerospaceVOOVanguard S&P 500 ETF$2,807,045$63,049 ▲2.3%5,2090.9%ETFVYMVanguard High Dividend Yield ETF$2,806,4690.0%21,9960.9%ETFPEPPepsiCo$2,615,496$912 ▼0.0%17,2000.8%Consumer StaplesPGProcter & Gamble$2,559,150$9,892 ▲0.4%15,2640.8%Consumer StaplesMCDMcDonald's$2,487,858$8,407 ▼-0.3%8,5820.8%Retail/WholesaleCBChubb$2,478,207$13,539 ▼-0.5%8,9690.8%FinanceNEENextEra Energy$2,374,870$5,162 ▲0.2%33,1260.7%UtilitiesWMBWilliams Companies$2,299,780$13,314 ▲0.6%42,4940.7%Oils/EnergyWMTWalmart$2,194,176$109,506 ▼-4.8%24,2850.7%Retail/WholesaleLMTLockheed Martin$2,024,503$21,382 ▲1.1%4,1660.6%AerospaceUNHUnitedHealth Group$2,010,869$56,658 ▼-2.7%3,9750.6%MedicalSHYiShares 1-3 Year Treasury Bond ETF$1,993,816$555,104 ▼-21.8%24,3200.6%ManufacturingSBUXStarbucks$1,959,458$274 ▲0.0%21,4730.6%Retail/WholesaleTTACFCF US Quality ETF$1,945,587$43,071 ▼-2.2%29,2710.6%ETFCRMSalesforce$1,945,580$8,024 ▼-0.4%5,8190.6%Computer and TechnologyUNPUnion Pacific$1,905,283$25,997 ▼-1.3%8,3550.6%TransportationQQQInvesco QQQ$1,849,896$36,303 ▲2.0%3,6180.6%FinanceGEGeneral Electric$1,844,361$755,292 ▼-29.1%11,0570.6%TransportationTAFIAB Tax-Aware Short Duration Municipal ETF$1,840,277$25 ▼0.0%73,7580.6%ETFDUKDuke Energy$1,811,835$28,552 ▲1.6%16,8160.5%UtilitiesAMGNAmgen$1,763,760$64,639 ▲3.8%6,7670.5%MedicalSPGIS&P Global$1,747,824$30,384 ▲1.8%3,5090.5%Business ServicesNKENIKE$1,738,038$729,026 ▲72.3%22,9680.5%Consumer DiscretionaryMAMastercard$1,702,9490.0%3,2340.5%Business ServicesORCLOracle$1,701,274$24,497 ▲1.5%10,2090.5%Computer and TechnologyMDTMedtronic$1,673,676$3,754 ▲0.2%20,9520.5%MedicalLLYEli Lilly and Company$1,671,979$10,040 ▲0.6%2,1650.5%MedicalABBVAbbVie$1,635,727$171,303 ▼-9.5%9,2050.5%MedicalFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$1,597,154$338,512 ▲26.9%84,6390.5%ETFXOMExxon Mobil$1,546,109$361,221 ▲30.5%14,3730.5%Oils/EnergyCLColgate-Palmolive$1,441,089$39,275 ▲2.8%15,8510.4%Consumer StaplesCOPConocoPhillips$1,379,211$47,901 ▲3.6%13,9070.4%Oils/EnergyBMYBristol-Myers Squibb$1,368,233$3,790 ▲0.3%24,1900.4%MedicalDESWisdomTree U.S. SmallCap Dividend Fund$1,366,4770.0%39,7810.4%FinanceGLDSPDR Gold Shares$1,358,681$179,672 ▼-11.7%5,6110.4%FinanceSTZConstellation Brands$1,339,510$47,295 ▲3.7%6,0610.4%Consumer StaplesETEnergy Transfer$1,318,406$10,833 ▲0.8%67,2990.4%Oils/EnergyMRKMerck & Co., Inc.$1,285,104$89,633 ▲7.5%12,9180.4%MedicalNFLXNetflix$1,257,652$36,544 ▼-2.8%1,4110.4%Consumer DiscretionaryVZVerizon Communications$1,250,397$47,709 ▼-3.7%31,2670.4%Computer and TechnologyFPEIFirst Trust Institutional Preferred Securities and Income ETF$1,224,016$398,948 ▼-24.6%65,4550.4%ETFBIVVanguard Intermediate-Term Bond ETF$1,210,616$321,954 ▼-21.0%16,1990.4%ETFCLXClorox$1,208,126$33,785 ▲2.9%7,4380.4%Consumer StaplesHARBOR ETF TRUST$1,190,978$244,885 ▲25.9%53,8040.4%HARBOR COMMODITYVEAVanguard FTSE Developed Markets ETF$1,183,517$245,560 ▲26.2%24,7490.4%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,157,869$243,189 ▲26.6%19,5780.4%ManufacturingHONHoneywell International$1,153,592$28,919 ▼-2.4%5,1060.3%Multi-Sector ConglomeratesDVYiShares Select Dividend ETF$1,141,9720.0%8,6980.3%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$1,135,936$234,264 ▲26.0%26,1310.3%FinanceVTVVanguard Value ETF$1,100,619$251,072 ▼-18.6%6,5010.3%ETFNOBLProShares S&P 500 Aristocrats ETF$1,084,489$45,996 ▼-4.1%10,8930.3%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$1,057,710$264,408 ▼-20.0%13,5970.3%FinanceVOVanguard Mid-Cap ETF$1,053,727$131,551 ▲14.3%3,9890.3%ETFAXPAmerican Express$1,034,068$32,352 ▼-3.0%3,4840.3%FinanceTJXTJX Companies$1,003,321$5,316 ▼-0.5%8,3040.3%Retail/WholesaleDDominion Energy$987,306$48,746 ▲5.2%18,3300.3%UtilitiesPMPhilip Morris International$963,204$75,463 ▲8.5%8,0030.3%Consumer StaplesGE VERNOVA INC$902,583$372,348 ▼-29.2%2,7440.3%COMXLEEnergy Select Sector SPDR Fund$892,585$255,098 ▲40.0%10,4200.3%ETFDONWisdomTree U.S. MidCap Dividend Fund$879,2830.0%17,2510.3%FinanceSPLGSPDR Portfolio S&P 500 ETF$875,406$79,144 ▲9.9%12,6980.3%ETFABTAbbott Laboratories$857,273$19,342 ▼-2.2%7,5790.3%MedicalPURECYCLE TECHNOLOGIES INC$847,255$252,355 ▼-22.9%82,6590.3%COMFIRST TR EXCHANGE-TRADED FD$843,006$843,006 ▲New Holding41,7840.3%COML MTG OPPORTUCATCaterpillar$831,5450.0%2,2920.3%Industrial ProductsIWOiShares Russell 2000 Growth ETF$819,999$250,403 ▲44.0%2,8490.2%ETFXLUUtilities Select Sector SPDR Fund$807,616$81,973 ▲11.3%10,6700.2%ETFBACBank of America$781,281$85,310 ▼-9.8%17,7760.2%FinanceEPDEnterprise Products Partners$776,410$909 ▲0.1%24,7580.2%Oils/EnergyHYFIAB High Yield ETF$766,934$275,752 ▲56.1%20,7870.2%ETFEDConsolidated Edison$745,163$1,606 ▲0.2%8,3510.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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