Platform Technology Partners Top Holdings and 13F Report (2023) About Platform Technology PartnersInvestment ActivityPlatform Technology Partners has $382.97 million in total holdings as of June 30, 2023.Platform Technology Partners owns shares of 259 different stocks, but just 89 companies or ETFs make up 80% of its holdings.Approximately 6.54% of the portfolio was purchased this quarter.About 1.81% of the portfolio was sold this quarter.This quarter, Platform Technology Partners has purchased 235 new stocks and bought additional shares in 101 stocks.Platform Technology Partners sold shares of 77 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $28,555,660Microsoft $17,762,429Amazon.com $12,407,413NVIDIA $11,240,712Apollo Global Management $9,799,068 Largest New Holdings this Quarter 46438F101 - ISHARES BITCOIN TRUST ETF $2,034,095 Holding464288687 - iShares Preferred and Income Securities ETF $1,035,481 Holding375558103 - Gilead Sciences $612,668 Holding670682103 - Nuveen Municipal High Income Opportunity Fund $605,224 Holding46438R105 - ISHARES ETHEREUM TR $592,810 Holding Largest Purchases this Quarter ISHARES BITCOIN TRUST ETF 33,231 shares (about $2.03M)Apollo Global Management 8,961 shares (about $1.27M)iShares Preferred and Income Securities ETF 33,751 shares (about $1.04M)FEDERATED HERMES ETF TRUST 35,202 shares (about $883.57K)International Business Machines 2,850 shares (about $840.13K) Largest Sales this Quarter PURECYCLE TECHNOLOGIES INC 39,335 shares (about $538.89K)Evolv Technologies 79,264 shares (about $494.61K)First Trust Municipal High Income ETF 9,922 shares (about $463.35K)Microsoft 845 shares (about $420.31K)Apple 1,447 shares (about $296.88K) 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$28,555,660$296,882 ▼-1.0%139,1807.5%Computer and TechnologyMSFTMicrosoft$17,762,429$420,310 ▼-2.3%35,7104.6%Computer and TechnologyAMZNAmazon.com$12,407,413$250,325 ▲2.1%56,5543.2%Retail/WholesaleNVDANVIDIA$11,240,712$780,789 ▲7.5%71,1482.9%Computer and TechnologyAPOApollo Global Management$9,799,068$1,271,293 ▲14.9%69,0712.6%FinanceMORGAN STANLEY ETF TRUST$8,507,102$346,150 ▲4.2%166,3822.2%EATON VANCE SHORSCHDSchwab US Dividend Equity ETF$8,213,018$261,608 ▲3.3%309,9252.1%ETFJPMJPMorgan Chase & Co.$8,188,409$60,011 ▲0.7%28,2452.1%FinanceIVViShares Core S&P 500 ETF$7,568,821$166,402 ▼-2.2%12,1902.0%ETFMETAMeta Platforms$7,348,132$250,203 ▲3.5%9,9561.9%Computer and TechnologyBRK.BBerkshire Hathaway$7,207,289$33,518 ▲0.5%14,8371.9%FinanceFEDERATED HERMES ETF TRUST$6,955,019$883,571 ▲14.6%277,0921.8%HERMES TOTAL RETVOOVanguard S&P 500 ETF$5,675,616$212,438 ▲3.9%9,9921.5%ETFTSLATesla$4,850,592$99,744 ▲2.1%15,2701.3%Auto/Tires/TrucksGOOGLAlphabet$4,494,006$265,224 ▲6.3%25,5011.2%Computer and TechnologyVVisa$4,240,410$158,709 ▲3.9%11,9431.1%Business ServicesGOOGAlphabet$4,232,721$138,010 ▲3.4%23,8611.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,198,744$202,647 ▼-4.6%6,7961.1%FinanceVUGVanguard Growth ETF$4,166,084$225,774 ▲5.7%9,5031.1%ETFGSThe Goldman Sachs Group$3,759,668$21,233 ▲0.6%5,3121.0%FinanceCOSTCostco Wholesale$3,623,857$2,970 ▼-0.1%3,6610.9%Retail/WholesaleRTXRTX$3,621,750$28,474 ▼-0.8%24,8030.9%AerospaceCVXChevron$3,602,591$214,924 ▲6.3%25,1600.9%EnergyDFASDimensional U.S. Small Cap ETF$3,491,139$297,273 ▲9.3%54,7970.9%ETFBXBlackstone$3,433,986$78,677 ▲2.3%22,9580.9%FinanceJNJJohnson & Johnson$3,401,253$32,535 ▲1.0%22,2670.9%MedicalHDHome Depot$3,279,582$5,500 ▼-0.2%8,9450.9%Retail/WholesaleBABoeing$3,191,231$236,356 ▼-6.9%15,2300.8%AerospaceVYMVanguard High Dividend Yield ETF$2,932,2870.0%21,9960.8%ETFGEGE Aerospace$2,841,474$257 ▲0.0%11,0400.7%AerospacePGProcter & Gamble$2,715,569$35,050 ▲1.3%17,0450.7%Consumer StaplesNEENextEra Energy$2,668,610$48,663 ▲1.9%38,4420.7%UtilitiesCBChubb$2,667,303$20,861 ▲0.8%9,2060.7%FinanceGLDSPDR Gold Shares$2,621,346$496,589 ▲23.4%8,5990.7%FinanceWMBWilliams Companies$2,571,234$119,401 ▼-4.4%40,9370.7%EnergyIBMInternational Business Machines$2,470,869$840,131 ▲51.5%8,3820.6%Computer and TechnologyMCDMcDonald's$2,404,191$113,358 ▼-4.5%8,2290.6%Retail/WholesaleUNPUnion Pacific$2,390,5410.0%10,3900.6%TransportationWMTWalmart$2,388,826$59,156 ▼-2.4%24,4310.6%Retail/WholesalePEPPepsiCo$2,374,512$158,186 ▲7.1%17,9830.6%Consumer StaplesORCLOracle$2,364,764$97,293 ▲4.3%10,8160.6%Computer and TechnologyFMHIFirst Trust Municipal High Income ETF$2,307,288$463,354 ▼-16.7%49,4070.6%ManufacturingLLYEli Lilly and Company$2,181,730$206,559 ▲10.5%2,7990.6%MedicalSBUXStarbucks$2,167,811$114,356 ▲5.6%23,6580.6%Retail/WholesaleDUKDuke Energy$2,138,140$98,765 ▲4.8%18,1200.6%UtilitiesQQQInvesco QQQ$2,104,508$105,915 ▲5.3%3,8150.5%FinanceLAM RESEARCH CORP$2,061,564$97,340 ▲5.0%21,1790.5%COM NEWISHARES BITCOIN TRUST ETF$2,034,095$2,034,095 ▲New Holding33,2310.5%SHS BEN INTTYTri Continental$1,995,277$48,187 ▲2.5%63,0220.5%FinanceNKENIKE$1,962,583$191,740 ▲10.8%27,6260.5%Consumer DiscretionarySPGIS&P Global$1,945,997$52,723 ▲2.8%3,6910.5%FinanceCRMSalesforce$1,941,502$118,344 ▲6.5%7,1200.5%Computer and TechnologyABBVAbbVie$1,905,669$38,607 ▲2.1%10,2670.5%MedicalMDTMedtronic$1,903,264$33,996 ▲1.8%21,8340.5%MedicalAMGNAmgen$1,899,353$9,772 ▲0.5%6,8030.5%MedicalTTACFCF US Quality ETF$1,873,712$87,317 ▼-4.5%26,4800.5%ETFTAFIAB Tax-Aware Short Duration Municipal ETF$1,852,0790.0%73,7590.5%ETFMAMastercard$1,799,9420.0%3,2030.5%Business ServicesHARBOR ETF TRUST$1,785,829$191,211 ▲12.0%73,5210.5%HARBOR COMMODITYSHYiShares 1-3 Year Treasury Bond ETF$1,776,676$101,089 ▼-5.4%21,4420.5%ManufacturingLMTLockheed Martin$1,721,689$94,028 ▼-5.2%3,7170.4%AerospaceNFLXNetflix$1,707,391$30,800 ▲1.8%1,2750.4%Consumer DiscretionaryFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$1,671,602$2,887 ▼-0.2%87,4270.4%ETFXOMExxon Mobil$1,656,169$15,308 ▲0.9%15,3630.4%EnergyCLColgate-Palmolive$1,624,226$123,717 ▲8.2%17,8680.4%Consumer StaplesVZVerizon Communications$1,614,935$251,357 ▲18.4%37,3220.4%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$1,551,086$679,807 ▲78.0%21,7670.4%ETFVEAVanguard FTSE Developed Markets ETF$1,469,498$45,893 ▲3.2%25,7760.4%ETFPMPhilip Morris International$1,455,875$14,570 ▼-1.0%7,9940.4%Consumer StaplesUNHUnitedHealth Group$1,452,238$174,705 ▲13.7%4,6550.4%MedicalGE VERNOVA INC$1,444,582$4,762 ▼-0.3%2,7300.4%COMCOPConocoPhillips$1,378,911$79,508 ▲6.1%15,3660.4%EnergyRDVYFirst Trust Rising Dividend Achievers ETF$1,344,597$70,709 ▲5.6%21,4310.4%ManufacturingEPDEnterprise Products Partners$1,299,846$899 ▲0.1%41,9170.3%EnergyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$1,297,773$68,792 ▲5.6%28,8070.3%FinanceCOFCapital One Financial$1,264,007$159,144 ▲14.4%5,9410.3%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$1,263,4450.0%39,7810.3%FinanceETEnergy Transfer$1,231,189$4,025 ▼-0.3%67,9090.3%EnergyHONHoneywell International$1,188,545$25,848 ▼-2.1%5,1040.3%Multi-Sector ConglomeratesPURECYCLE TECHNOLOGIES INC$1,184,873$538,890 ▼-31.3%86,4870.3%COMFPEIFirst Trust Institutional Preferred Securities and Income ETF$1,174,511$159,060 ▼-11.9%61,8490.3%ETFDDominion Energy$1,160,659$59,856 ▲5.4%20,5350.3%UtilitiesMRKMerck & Co., Inc.$1,155,877$8,707 ▼-0.7%14,6020.3%MedicalVTVVanguard Value ETF$1,148,9870.0%6,5010.3%ETFDVYiShares Select Dividend ETF$1,134,779$20,454 ▼-1.8%8,5440.3%ETFVOVanguard Mid-Cap ETF$1,126,931$22,947 ▲2.1%4,0270.3%ETFAXPAmerican Express$1,116,916$319 ▲0.0%3,5020.3%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$1,116,8580.0%13,5970.3%FinanceCSCOCisco Systems$1,103,565$478,239 ▲76.5%15,9060.3%Computer and TechnologyBMYBristol Myers Squibb$1,076,937$12,637 ▼-1.2%23,2650.3%MedicalSTZConstellation Brands$1,062,080$15,942 ▼-1.5%6,5290.3%Consumer StaplesPFFiShares Preferred and Income Securities ETF$1,035,481$1,035,481 ▲New Holding33,7510.3%ETFFIWFirst Trust Water ETF$1,025,810$215,960 ▲26.7%9,5000.3%ETFABTAbbott Laboratories$1,016,009$26,658 ▼-2.6%7,4700.3%MedicalTJXTJX Companies$1,015,320$16,177 ▼-1.6%8,2220.3%Retail/WholesaleTMOThermo Fisher Scientific$1,004,089$6,083 ▼-0.6%2,4760.3%MedicalCLXClorox$996,851$65,920 ▲7.1%8,3020.3%Consumer StaplesNOBLProShares S&P 500 Aristocrats ETF$990,123$71,903 ▼-6.8%9,8320.3%ETFTTTrane Technologies$967,114$219,580 ▼-18.5%2,2110.3%ConstructionXLEEnergy Select Sector SPDR Fund$930,705$36,383 ▲4.1%10,9740.2%ETFShowing 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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