Platform Technology Partners Purchases in Q3 2024

Platform Technology Partners

  • $311 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.67K
+ 1.27%
$207.23 - $234.82 $346K - $392K
133K $31M
TY
Tri Continental Corp

Financial Services
57.7K
New
$29.86 - $32.92 $1.72M - $1.9M
57.7K $1.9M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
31.2K
+ 33.16%
$46.16 - $47.63 $1.44M - $1.49M
125K $5.96M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
31K
+ 516.67%
$33.89 - $41.64 $1.05M - $1.29M
37K $1.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.84K
+ 7.45%
$77.02 - $85.06 $450K - $497K
84.2K $7.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
214
+ 1.54%
$405.19 - $478.57 $86.7K - $102K
14.1K $6.51M
APO
Apollo Global Management, Inc.

Financial Services
2.34K
+ 3.58%
$99.16 - $125.81 $232K - $295K
67.8K $8.47M
IVV
Ishares Core S&P 500 ETF

ETFs
796
+ 8.69%
$520.18 - $576.82 $414K - $459K
9.96K $5.75M
BX
Blackstone Inc.

Financial Services
787
+ 4.33%
$120.77 - $159.66 $95K - $126K
19K $2.91M
SBUX
Starbucks Corp

Consumer Cyclical
2.3K
+ 11.97%
$72.51 - $98.6 $166K - $226K
21.5K $2.09M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.98K
New
$256.4 - $289.78 $507K - $573K
1.98K $562K
VUG
Vanguard Growth ETF

ETFs
1.26K
+ 25.13%
$341.08 - $391.94 $431K - $495K
6.29K $2.41M
LMT
Lockheed Martin Corp

Industrials
19
+ 0.46%
$460.3 - $584.56 $8.75K - $11.1K
4.12K $2.41M
CVX
Chevron Corp

Energy
4.22K
+ 22.53%
$137.88 - $161.97 $582K - $683K
22.9K $3.38M
MCD
Mcdonalds Corp

Consumer Cyclical
47
+ 0.55%
$245.82 - $304.51 $11.6K - $14.3K
8.61K $2.62M
FSIG
First Tr ETF Iv LTD Duration I
21.2K
+ 46.71%
$18.72 - $19.32 $398K - $410K
66.7K $1.28M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
14.8K
New
$25.38 - $26.27 $376K - $389K
14.8K $389K
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.02%
$66.91 - $81.4 $335 - $407
25.5K $2.06M
GLD
Spdr Gold Trust

ETFs
688
+ 12.14%
$215.56 - $246.98 $148K - $170K
6.35K $1.54M
CRMT
Americas Carmart Inc

Consumer Cyclical
7.45K
New
$41.92 - $70.15 $312K - $523K
7.45K $312K
VKTX
Viking Therapeutics, Inc.

Healthcare
4.56K
New
$49.84 - $70.47 $227K - $321K
4.56K $288K
SLV
I Shares Silver Trust

ETFs
9.38K
+ 107.77%
$24.33 - $29.38 $228K - $275K
18.1K $513K
HGER
Harbor ETF Tr All Weather Infl
11.9K
+ 38.68%
$21.29 - $22.98 $254K - $274K
42.7K $966K
VZ
Verizon Communications Inc

Communication Services
3.68K
+ 12.78%
$38.89 - $45.0 $143K - $166K
32.5K $1.46M
DUK
Duke Energy Corp

Utilities
140
+ 0.85%
$99.35 - $117.71 $13.9K - $16.5K
16.6K $1.91M
SPGI
S&P Global Inc.

Financial Services
26
+ 0.76%
$446.32 - $527.38 $11.6K - $13.7K
3.45K $1.78M
MELI
Mercadolibre Inc

Consumer Cyclical
122
New
$1591.44 - $2140.1 $194K - $261K
122 $250K
IWM
Ishares Russell 2000 ETF

ETFs
1.07K
New
$200.87 - $224.6 $215K - $240K
1.07K $236K
SPY
Spdr S&P 500 ETF Trust

ETFs
44
+ 0.63%
$517.38 - $573.86 $22.8K - $25.2K
7.08K $4.06M
NKE
Nike, Inc.

Consumer Cyclical
788
+ 6.28%
$71.09 - $89.44 $56K - $70.5K
13.3K $1.18M
KKR
Kkr & Co. Inc.

Financial Services
1.78K
New
$104.51 - $133.23 $186K - $237K
1.78K $232K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.28K
New
$32.65 - $36.69 $205K - $230K
6.28K $228K
MPC
Marathon Petroleum Corp

Energy
1.39K
New
$158.61 - $180.75 $220K - $251K
1.39K $226K
CLX
Clorox CO

Consumer Defensive
238
+ 3.4%
$131.73 - $166.97 $31.4K - $39.7K
7.23K $1.18M
RDVY
First Trust Rising Dividend Ac

ETFs
2.78K
+ 21.87%
$53.68 - $59.24 $149K - $164K
15.5K $915K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.82K
+ 32.27%
$60.84 - $67.51 $171K - $190K
11.6K $779K
ENB
Enbridge Inc

Energy
5.24K
New
$35.27 - $41.18 $185K - $216K
5.24K $212K
EIX
Edison International

Utilities
2.43K
New
$71.19 - $87.72 $173K - $213K
2.43K $211K
IT
Gartner Inc

Technology
414
New
$441.32 - $516.47 $183K - $214K
414 $209K
TMUS
T Mobile Us, Inc.

Communication Services
994
New
$175.14 - $206.36 $174K - $205K
994 $205K
PM
Philip Morris International Inc.

Consumer Defensive
541
+ 7.92%
$101.25 - $127.45 $54.8K - $69K
7.38K $895K
RACE
Ferrari N.V.

Consumer Cyclical
432
New
$405.92 - $496.79 $175K - $215K
432 $203K
MRVL
Marvell Technology, Inc.

Technology
2.81K
New
$56.15 - $76.24 $158K - $214K
2.81K $202K
FTNT
Fortinet, Inc.

Technology
2.6K
New
$55.39 - $77.55 $144K - $202K
2.6K $201K
IWF
Ishares Russell 1000 Gr ETF

ETFs
502
+ 81.89%
$332.02 - $382.76 $167K - $192K
1.12K $418K
D
Dominion Energy, Inc

Utilities
858
+ 5.18%
$48.01 - $58.53 $41.2K - $50.2K
17.4K $1.01M
DIS
Walt Disney CO

Communication Services
2.14K
+ 31.65%
$85.6 - $98.61 $183K - $211K
8.89K $854K
XLU
Utilities Sector Spdr

ETFs
703
+ 7.91%
$67.67 - $80.78 $47.6K - $56.8K
9.59K $774K
IWD
Ishares Russell 1000 Val ETF

ETFs
756
+ 51.99%
$173.36 - $189.8 $131K - $143K
2.21K $419K
Activity Summary
Buys All Purchases 92 New Holdings 19 Increased Positions 73 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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