Platform Technology Partners Purchases in Q1 2025

Platform Technology Partners

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.41K
+ 84.64%
$507.05 - $563.67 $2.24M - $2.49M
9.62K $4.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.03K
+ 7.46%
$442.66 - $534.52 $454K - $548K
14.8K $7.87M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.04K
+ 453.56%
$497.6 - $606.74 $1.02M - $1.24M
2.49K $1.24M
V
Visa Inc.

Financial Services
1.72K
+ 17.62%
$306.92 - $362.71 $529K - $625K
11.5K $4.03M
OKE
Oneok Inc

Energy
8.8K
New
$89.57 - $109.85 $788K - $967K
8.8K $873K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.7K
+ 7.78%
$27.01 - $28.54 $585K - $618K
300K $8.39M
FIW
First Trust Water ETF

ETFs
7.5K
New
$99.48 - $106.74 $746K - $801K
7.5K $755K
EPD
Enterprise Products Partners L.P.

Energy
17.1K
+ 69.19%
$31.75 - $34.14 $544K - $585K
41.9K $1.43M
GLD
Spdr Gold Trust

ETFs
1.36K
+ 24.22%
$243.19 - $288.14 $330K - $392K
6.97K $2.01M
DIS
Walt Disney CO

Communication Services
6.55K
New
$96.87 - $114.0 $634K - $746K
6.55K $646K
CVX
Chevron Corp

Energy
688
+ 3.0%
$146.71 - $167.97 $101K - $116K
23.7K $3.96M
UNP
Union Pacific Corp

Industrials
2.04K
+ 24.36%
$225.21 - $254.42 $458K - $518K
10.4K $2.45M
ZTS
Zoetis Inc.

Healthcare
2.95K
+ 124.84%
$156.48 - $175.67 $462K - $518K
5.31K $874K
ABBV
Abb Vie Inc.

Healthcare
854
+ 9.28%
$169.2 - $216.66 $144K - $185K
10.1K $2.11M
XLK
Technology Sector Spdr

ETFs
2.16K
New
$206.38 - $242.18 $446K - $523K
2.16K $445K
COF
Capital One Financial Corp

Financial Services
2.39K
+ 84.94%
$163.87 - $209.82 $391K - $500K
5.19K $931K
LLY
Eli Lilly & CO

Healthcare
369
+ 17.04%
$725.72 - $929.72 $268K - $343K
2.53K $2.09M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.98K
+ 95.63%
$65.27 - $71.18 $390K - $425K
12.2K $811K
TXN
Texas Instruments Inc

Technology
2.01K
+ 176.67%
N/A
3.15K $613K
EQR
Equity Residential

Real Estate
5.42K
New
$66.98 - $75.02 $363K - $407K
5.42K $388K
HGER
Harbor ETF Tr All Weather Infl
11.8K
+ 22.02%
$22.23 - $24.05 $263K - $285K
65.6K $1.58M
JPM
Jpmorgan Chase & CO

Financial Services
880
+ 3.24%
$225.19 - $279.95 $198K - $246K
28K $6.88M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.7K
New
$36.64 - $45.76 $355K - $444K
9.7K $363K
ISRG
Intuitive Surgical Inc

Healthcare
726
New
$476.63 - $610.45 $346K - $443K
726 $359K
TT
Trane Technologies PLC

Industrials
1.21K
+ 80.15%
$332.0 - $400.86 $401K - $484K
2.71K $914K
XLV
Select Sector Spdr Fund Health

ETFs
2.25K
+ 65.31%
$137.61 - $149.68 $309K - $336K
5.69K $830K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.93K
New
$175.5 - $209.86 $338K - $404K
1.93K $349K
AMGN
Amgen Inc

Healthcare
1
+ 0.01%
$258.59 - $327.36 $259 - $327
6.77K $2.11M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7K
New
$34.58 - $45.97 $242K - $322K
7K $321K
PM
Philip Morris International Inc.

Consumer Defensive
71
+ 0.89%
$117.15 - $158.79 $8.32K - $11.3K
8.07K $1.28M
PG
Procter & Gamble CO

Consumer Defensive
1.56K
+ 10.23%
$158.56 - $176.26 $248K - $275K
16.8K $2.87M
NEE
Nextera Energy Inc

Utilities
4.62K
+ 13.93%
$66.96 - $76.16 $309K - $351K
37.7K $2.68M
DUK
Duke Energy Corp

Utilities
467
+ 2.78%
$105.87 - $121.97 $49.4K - $57K
17.3K $2.11M
ORI
Old Republic International Corp

Financial Services
7.5K
New
$33.46 - $39.22 $251K - $294K
7.5K $294K
NSC
Norfolk Southern Corp

Industrials
1.18K
New
$227.69 - $259.76 $269K - $307K
1.18K $280K
CB
Chubb LTD

Financial Services
165
+ 1.84%
$257.71 - $301.99 $42.5K - $49.8K
9.13K $2.76M
XOM
Exxon Mobil Corp

Energy
848
+ 5.9%
$105.44 - $118.93 $89.4K - $101K
15.2K $1.81M
WMB
Williams Companies, Inc.

Energy
344
+ 0.81%
$54.02 - $61.09 $18.6K - $21K
42.8K $2.56M
OSTK
Overstock.Com, Inc

Consumer Cyclical
10.2K
New
N/A
10.2K $259K
MDT
Medtronic PLC

Healthcare
492
+ 2.35%
$79.84 - $94.5 $39.3K - $46.5K
21.4K $1.93M
ON
On Semiconductor Corp

Technology
6K
New
$40.69 - $64.51 $244K - $387K
6K $244K
SBUX
Starbucks Corp

Consumer Cyclical
937
+ 4.36%
$91.75 - $115.81 $86K - $109K
22.4K $2.2M
PLD
Prologis, Inc.

Real Estate
2.14K
New
$103.59 - $124.04 $221K - $265K
2.14K $238K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.5K
New
$87.68 - $94.52 $219K - $236K
2.5K $234K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.21K
+ 102.91%
$32.49 - $37.99 $234K - $274K
14.2K $476K
INTC
Intel Corp

Technology
9.74K
New
$19.1 - $27.39 $186K - $267K
9.74K $221K
DHR
Danaher Corp

Healthcare
1.08K
New
$201.62 - $250.59 $217K - $269K
1.08K $220K
PGR
Progressive Corp

Financial Services
758
New
$235.61 - $291.22 $179K - $221K
758 $214K
SNAP
Snap Inc

Communication Services
24.5K
New
$8.37 - $12.57 $205K - $308K
24.5K $213K
Activity Summary
Buys All Purchases 156 New Holdings 28 Increased Positions 128 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Platform Technology Partners Portfolio

Follow Platform Technology Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Platform Technology Partners, based on Form 13F filings with the SEC.

News

Stay updated on Platform Technology Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email