Platform Technology Partners Purchases in Q4 2024

Platform Technology Partners

  • $312 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
678
+ 17.7%
$87.85 - $98.6 $59.6K - $66.9K
4.51K $401K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
726
+ 11.56%
$35.45 - $40.33 $25.7K - $29.3K
7.01K $251K
CMI
Cummins Inc

Industrials
1
+ 0.12%
$324.93 - $383.42 $325 - $383
822 $286K
UPS
United Parcel Service Inc

Industrials
323
+ 14.37%
$122.65 - $138.35 $39.6K - $44.7K
2.57K $324K
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.44%
$280.04 - $302.45 $2.8K - $3.02K
2.28K $659K
VB
Vanguard Small Cap ETF

ETFs
31
+ 1.71%
$233.76 - $261.58 $7.25K - $8.11K
1.85K $443K
JEPI
J P Morgan Exchange Traded Fd

ETFs
315
+ 5.88%
$57.53 - $60.83 $18.1K - $19.2K
5.67K $326K
TXN
Texas Instruments Inc

Technology
31
+ 2.8%
N/A
1.14K $221K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
5.43K
+ 3.02%
$2.15 - $4.48 $11.7K - $24.3K
185K $732K
NVO
Novo Nordisk A S

Healthcare
1.58K
+ 38.7%
$85.0 - $120.04 $135K - $190K
5.68K $488K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.12%
$563.99 - $620.12 $564 - $620
841 $479K
Atlassian Corporation
1K
New
N/A
1K $0
Blackrock Inc
426
New
N/A
426 $0
Morgan Stanley ETF Trust
138K
New
N/A
138K $0
Federated Hermes ETF Trust
49.3K
+ 33.72%
N/A
196K $0
First Tr Exchange Traded Fd
41.8K
New
N/A
41.8K $0
PAGP
Plains Gp Holdings LP

Energy
22
+ 0.2%
$17.2 - $20.02 $378 - $440
10.8K $199K
Ab Active Etfs Inc
7.47K
+ 56.14%
N/A
20.8K $0
CEG
Constellation Energy Corp

Utilities
291
+ 14.81%
$224.28 - $285.52 $65.3K - $83.1K
2.26K $507K
SO
Southern CO

Utilities
299
+ 8.72%
$81.5 - $94.15 $24.4K - $28.2K
3.73K $306K
IBM
International Business Machines Corp

Technology
1
+ 0.03%
$204.9 - $238.04 $205 - $238
3.38K $743K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.05%
$183.23 - $199.79 $183 - $200
2.21K $409K
ORCL
Oracle Corp

Technology
147
+ 1.46%
$165.41 - $192.43 $24.3K - $28.3K
10.2K $1.7M
D
Dominion Energy, Inc

Utilities
905
+ 5.19%
$52.63 - $60.92 $47.6K - $55.1K
18.3K $987K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
831
+ 1.4%
$47.98 - $49.47 $39.9K - $41.1K
60.3K $2.91M
ADBE
Adobe Inc.

Technology
38
+ 5.99%
$437.39 - $552.96 $16.6K - $21K
672 $298K
SPGI
S&P Global Inc.

Financial Services
61
+ 1.77%
$480.36 - $529.17 $29.3K - $32.3K
3.51K $1.75M
COP
Conocophillips

Energy
483
+ 3.6%
$95.12 - $114.72 $45.9K - $55.4K
13.9K $1.38M
ZTS
Zoetis Inc.

Healthcare
178
+ 8.15%
$162.24 - $194.42 $28.9K - $34.6K
2.36K $385K
MSFT
Microsoft Corp

Technology
650
+ 1.78%
$406.35 - $454.46 $264K - $295K
37.2K $15.7M
CVX
Chevron Corp

Energy
29
+ 0.13%
$141.15 - $162.53 $4.09K - $4.71K
23K $3.33M
IQV
Iqvia Holdings Inc.

Healthcare
10
+ 0.75%
$190.97 - $236.63 $1.91K - $2.37K
1.35K $265K
AMT
American Tower Corp

Real Estate
235
+ 10.71%
$179.4 - $232.01 $42.2K - $54.5K
2.43K $445K
PG
Procter & Gamble CO

Consumer Defensive
59
+ 0.39%
$161.05 - $179.7 $9.5K - $10.6K
15.3K $2.56M
KO
Coca Cola CO

Consumer Defensive
2
+ 0.02%
$61.74 - $71.71 $123 - $143
8.08K $502K
MRK
Merck & Co., Inc.

Healthcare
901
+ 7.5%
$96.31 - $114.76 $86.8K - $103K
12.9K $1.29M
DUK
Duke Energy Corp

Utilities
265
+ 1.6%
$105.76 - $120.76 $28K - $32K
16.8K $1.81M
AMAT
Applied Materials Inc

Technology
33
+ 1.16%
$161.44 - $213.89 $5.33K - $7.06K
2.87K $467K
HD
Home Depot, Inc.

Consumer Cyclical
65
+ 0.74%
$385.02 - $431.37 $25K - $28K
8.81K $3.43M
NU
Nu Holdings Ltd.

Financial Services
21
+ 0.06%
$10.24 - $15.89 $215 - $334
35.7K $369K
ED
Consolidated Edison Inc

Utilities
18
+ 0.22%
$88.87 - $107.38 $1.6K - $1.93K
8.35K $745K
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.01%
$87.44 - $102.5 $262 - $308
21.5K $1.96M
CL
Colgate Palmolive CO

Consumer Defensive
432
+ 2.8%
$90.22 - $102.31 $39K - $44.2K
15.9K $1.44M
STZ
Constellation Brands, Inc.

Consumer Defensive
214
+ 3.66%
$219.66 - $257.62 $47K - $55.1K
6.06K $1.34M
MDT
Medtronic PLC

Healthcare
47
+ 0.22%
$79.61 - $92.24 $3.74K - $4.34K
21K $1.67M
LLY
Eli Lilly & CO

Healthcare
13
+ 0.6%
$727.2 - $932.06 $9.45K - $12.1K
2.17K $1.67M
AMGN
Amgen Inc

Healthcare
248
+ 3.8%
$258.78 - $328.31 $64.2K - $81.4K
6.77K $1.76M
LMT
Lockheed Martin Corp

Industrials
44
+ 1.07%
$479.66 - $614.62 $21.1K - $27K
4.17K $2.02M
NEE
Nextera Energy Inc

Utilities
72
+ 0.22%
$69.77 - $85.43 $5.02K - $6.15K
33.1K $2.37M
Activity Summary
Buys All Purchases 100 New Holdings 13 Increased Positions 87 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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