Platform Technology Partners Purchases in Q2 2025

Platform Technology Partners

  • $355 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CDNS
Cadence Design Systems Inc

Technology
667
New
$231.64 - $323.08 $155K - $215K
667 $205K
ASML
Asml Holding Nv

Technology
257
New
$595.37 - $815.24 $153K - $210K
257 $205K
IR
Ingersoll Rand Inc.

Industrials
2.42K
New
$66.75 - $84.94 $162K - $206K
2.42K $201K
VEA
Vanguard Ftse Developed Market

ETFs
805
+ 3.22%
$45.65 - $57.01 $36.7K - $45.9K
25.8K $1.47M
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.5K
New
$30.29 - $30.83 $197K - $200K
6.5K $200K
T
At&T Inc.

Communication Services
6.22K
+ 39.48%
$26.33 - $28.94 $164K - $180K
22K $636K
VZ
Verizon Communications Inc

Communication Services
5.81K
+ 18.43%
$41.67 - $45.62 $242K - $265K
37.3K $1.61M
AXP
American Express CO

Financial Services
1
+ 0.03%
$231.39 - $318.98 $231 - $319
3.5K $1.12M
ETN
Eaton Corp PLC

Industrials
74
+ 4.41%
$246.52 - $356.99 $18.2K - $26.4K
1.75K $625K
RDVY
First Trust Rising Dividend Ac

ETFs
1.13K
+ 5.55%
$51.6 - $62.74 $58.2K - $70.7K
21.4K $1.34M
BAC
Bank Of America Corp

Financial Services
1.11K
+ 6.18%
$34.39 - $47.46 $38.2K - $52.7K
19.1K $902K
CRM
Salesforce, Inc.

Technology
434
+ 6.49%
$236.26 - $291.15 $103K - $126K
7.12K $1.94M
FNGR
Finger Motion, Inc.

Communication Services
25K
+ 17.53%
$1.23 - $4.57 $30.8K - $114K
168K $340K
ON
On Semiconductor Corp

Technology
1.2K
+ 20.0%
$31.95 - $54.21 $38.3K - $65.1K
7.2K $377K
NVS
Novartis Ag

Healthcare
836
+ 33.07%
$101.96 - $121.01 $85.2K - $101K
3.36K $407K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.19K
+ 26.29%
$51.14 - $57.0 $112K - $125K
10.5K $598K
SPGI
S&P Global Inc.

Financial Services
100
+ 2.78%
$438.31 - $527.29 $43.8K - $52.7K
3.69K $1.95M
SCHW
Schwab Charles Corp

Financial Services
300
+ 4.37%
$69.06 - $91.24 $20.7K - $27.4K
7.17K $654K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
11.9K
New
$9.54 - $10.33 $113K - $123K
11.9K $116K
IHDG
Wisdomtree Tr

ETFs
1.53K
+ 5.6%
$38.54 - $46.0 $58.9K - $70.2K
28.8K $1.3M
ENVX
Enovix Corp

Industrials
11K
New
$5.46 - $10.53 $60.1K - $116K
11K $113K
TY
Tri Continental Corp

Financial Services
1.52K
+ 2.47%
$27.37 - $31.84 $41.7K - $48.5K
63K $2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
313
+ 2.58%
$58.41 - $72.69 $18.3K - $22.8K
12.4K $904K
VO
Vanguard Mid Cap ETF

ETFs
82
+ 2.08%
$228.54 - $279.83 $18.7K - $22.9K
4.03K $1.13M
CTOS
Custom Truck One Source, Inc.

Industrials
20K
New
$3.39 - $5.07 $67.8K - $101K
20K $98K
INTC
Intel Corp

Technology
4.19K
+ 43.02%
$18.13 - $22.69 $75.9K - $95K
13.9K $311K
LLY
Eli Lilly & CO

Healthcare
265
+ 10.46%
$713.71 - $898.95 $189K - $238K
2.8K $2.18M
ISRG
Intuitive Surgical Inc

Healthcare
80
+ 11.02%
$451.58 - $565.94 $36.1K - $45.3K
806 $437K
CL
Colgate Palmolive CO

Consumer Defensive
1.36K
+ 8.24%
$87.57 - $96.0 $119K - $131K
17.9K $1.62M
D
Dominion Energy, Inc

Utilities
1.06K
+ 5.44%
$49.66 - $58.0 $52.6K - $61.4K
20.5K $1.16M
WULF
Terawulf Inc.

Financial Services
9.85K
+ 69.61%
$2.24 - $4.53 $22.1K - $44.6K
24K $105K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
245
+ 2.16%
$39.89 - $49.46 $9.77K - $12.1K
11.6K $573K
RSP
Invesco S&P 500 Equal Weight E

ETFs
169
+ 4.94%
$152.93 - $181.74 $25.8K - $30.7K
3.59K $652K
XLU
Utilities Sector Spdr

ETFs
351
+ 3.33%
$73.09 - $82.77 $25.7K - $29.1K
10.9K $889K
IWM
Ishares Russell 2000 ETF

ETFs
30
+ 0.98%
$174.82 - $215.79 $5.24K - $6.47K
3.11K $670K
NVO
Novo Nordisk A S

Healthcare
800
+ 11.83%
$58.08 - $81.05 $46.5K - $64.8K
7.56K $521K
TDIV
First Trust Nasdaq Technology

ETFs
1
+ 0.03%
$64.41 - $90.17 $64.4 - $90.2
2.87K $258K
VB
Vanguard Small Cap ETF

ETFs
55
+ 3.24%
$193.73 - $237.37 $10.7K - $13.1K
1.75K $415K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
287
+ 2.02%
$29.52 - $35.31 $8.47K - $10.1K
14.5K $511K
IQLT
Ishares Msci Intl Quality Fact

ETFs
24
+ 0.28%
$35.9 - $43.76 $862 - $1.05K
8.59K $371K
DUK
Duke Energy Corp

Utilities
837
+ 4.84%
$112.46 - $124.05 $94.1K - $104K
18.1K $2.14M
IWD
Ishares Russell 1000 Val ETF

ETFs
56
+ 2.53%
$166.82 - $194.23 $9.34K - $10.9K
2.27K $440K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
199
+ 7.96%
$85.42 - $94.39 $17K - $18.8K
2.7K $253K
ZTS
Zoetis Inc.

Healthcare
400
+ 7.53%
$144.41 - $170.3 $57.8K - $68.1K
5.71K $890K
DHR
Danaher Corp

Healthcare
115
+ 10.7%
$174.64 - $205.16 $20.1K - $23.6K
1.19K $235K
MO
Altria Group, Inc.

Consumer Defensive
401
+ 5.12%
$55.56 - $60.91 $22.3K - $24.4K
8.24K $482K
PFE
Pfizer Inc

Healthcare
1.49K
+ 6.5%
$21.59 - $24.84 $32.1K - $36.9K
24.3K $590K
CMI
Cummins Inc

Industrials
1
+ 0.14%
$267.12 - $336.65 $267 - $337
719 $235K
VNQ
Vanguard Specialized Funds Van

ETFs
166
+ 3.79%
$79.79 - $91.42 $13.2K - $15.2K
4.55K $405K
Activity Summary
Buys All Purchases 133 New Holdings 32 Increased Positions 101 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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