Platform Technology Partners Purchases in Q1 2025

Platform Technology Partners

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
6.78K
New
$26.93 - $31.32 $182K - $212K
6.78K $209K
AJG
Arthur J. Gallagher & Co.

Financial Services
605
New
$275.89 - $345.24 $167K - $209K
605 $208K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
11K
New
$18.55 - $18.81 $204K - $207K
11K $205K
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 0.41%
$279.74 - $321.29 $9.79K - $11.2K
8.62K $2.69M
MPC
Marathon Petroleum Corp

Energy
1.39K
New
$134.72 - $159.03 $187K - $221K
1.39K $202K
PLTR
Palantir Technologies Inc.

Technology
1.64K
+ 30.44%
$64.98 - $124.62 $106K - $204K
7.01K $591K
ED
Consolidated Edison Inc

Utilities
18
+ 0.22%
$88.0 - $110.59 $1.58K - $1.99K
8.37K $925K
VZ
Verizon Communications Inc

Communication Services
246
+ 0.79%
$37.81 - $46.49 $9.3K - $11.4K
31.5K $1.43M
ABT
Abbott Laboratories

Healthcare
87
+ 1.15%
$111.1 - $140.22 $9.67K - $12.2K
7.67K $1.02M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.03K
+ 65.79%
$168.84 - $202.89 $173K - $208K
2.58K $454K
COP
Conocophillips

Energy
573
+ 4.12%
$88.6 - $105.85 $50.8K - $60.7K
14.5K $1.52M
IWM
Ishares Russell 2000 ETF

ETFs
930
+ 43.36%
$198.1 - $229.79 $184K - $214K
3.08K $613K
UNH
Unitedhealth Group Inc

Healthcare
120
+ 3.02%
$461.52 - $548.18 $55.4K - $65.8K
4.1K $2.14M
PFE
Pfizer Inc

Healthcare
5.09K
+ 28.64%
$25.01 - $27.13 $127K - $138K
22.9K $579K
CL
Colgate Palmolive CO

Consumer Defensive
656
+ 4.14%
$85.68 - $97.5 $56.2K - $64K
16.5K $1.55M
D
Dominion Energy, Inc

Utilities
1.15K
+ 6.25%
$52.85 - $57.43 $60.6K - $65.8K
19.5K $1.09M
AEP
American Electric Power CO Inc

Utilities
158
+ 3.14%
$90.32 - $109.27 $14.3K - $17.3K
5.19K $566K
XLE
Energy Sector Spdr

ETFs
125
+ 1.2%
$85.7 - $93.96 $10.7K - $11.7K
10.5K $985K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.03%
$123.25 - $162.53 $123 - $163
3.97K $624K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
4.77K
+ 7.29%
$18.54 - $18.88 $88.4K - $90.1K
70.2K $1.31M
T
At&T Inc.

Communication Services
53
+ 0.34%
$21.56 - $28.28 $1.14K - $1.5K
15.8K $445K
VEA
Vanguard Ftse Developed Market

ETFs
222
+ 0.9%
$47.4 - $52.99 $10.5K - $11.8K
25K $1.27M
KO
Coca Cola CO

Consumer Defensive
81
+ 1.0%
$60.81 - $72.32 $4.93K - $5.86K
8.16K $584K
SPGI
S&P Global Inc.

Financial Services
82
+ 2.34%
$478.26 - $543.77 $39.2K - $44.6K
3.59K $1.82M
MO
Altria Group, Inc.

Consumer Defensive
261
+ 3.45%
$50.81 - $60.02 $13.3K - $15.7K
7.84K $470K
ETN
Eaton Corp PLC

Industrials
518
+ 44.62%
$271.83 - $371.23 $141K - $192K
1.68K $456K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.2K
+ 16.29%
$36.91 - $41.03 $44.3K - $49.2K
8.57K $340K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.41%
$1187.71 - $1432.58 $1.19K - $1.43K
243 $348K
FSIG
First Tr ETF Iv LTD Duration I
2.94K
+ 3.47%
$18.74 - $19.04 $55.1K - $56K
87.6K $1.66M
CI
Cigna Corp

Healthcare
1
+ 0.1%
$274.49 - $329.0 $274 - $329
1.05K $345K
TMUS
T Mobile Us, Inc.

Communication Services
20
+ 2.01%
$211.3 - $272.83 $4.23K - $5.46K
1.01K $270K
SO
Southern CO

Utilities
145
+ 3.89%
$80.96 - $92.96 $11.7K - $13.5K
3.87K $356K
IHDG
Wisdomtree Tr

ETFs
1.15K
+ 4.4%
$43.4 - $47.51 $49.9K - $54.6K
27.3K $1.18M
ETR
Entergy Corp

Utilities
84
+ 2.06%
$75.26 - $87.89 $6.32K - $7.38K
4.15K $354K
VUG
Vanguard Growth ETF

ETFs
981
+ 12.25%
$369.1 - $427.61 $362K - $419K
8.99K $3.33M
MDLZ
Mondelez International, Inc.

Consumer Defensive
40
+ 0.81%
$56.12 - $68.15 $2.24K - $2.73K
4.99K $338K
FMNY
First Tr Exch Trad Fd Iii New
1.75K
+ 16.44%
$26.14 - $26.95 $45.8K - $47.2K
12.4K $326K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
460
+ 1.59%
$20.96 - $23.51 $9.64K - $10.8K
29.4K $657K
WULF
Terawulf Inc.

Financial Services
14.2K
New
$2.73 - $6.82 $38.6K - $96.5K
14.2K $38K
MRK
Merck & Co., Inc.

Healthcare
1.79K
+ 13.89%
$83.01 - $101.02 $149K - $181K
14.7K $1.32M
CSCO
Cisco Systems, Inc.

Technology
206
+ 2.34%
$58.74 - $64.87 $12.1K - $13.4K
9.01K $556K
SCHW
Schwab Charles Corp

Financial Services
45
+ 0.66%
$71.24 - $83.64 $3.21K - $3.76K
6.87K $537K
HDB
Hdfc Bank LTD

Financial Services
201
+ 2.7%
$58.06 - $66.85 $11.7K - $13.4K
7.64K $507K
PAGP
Plains Gp Holdings LP

Energy
25
+ 0.23%
$18.52 - $22.13 $463 - $553
10.9K $231K
RDVY
First Trust Rising Dividend Ac

ETFs
726
+ 3.71%
$57.22 - $63.39 $41.5K - $46K
20.3K $1.19M
ADP
Automatic Data Processing Inc

Industrials
25
+ 1.55%
$286.85 - $318.64 $7.17K - $7.97K
1.64K $501K
RSP
Invesco S&P 500 Equal Weight E

ETFs
180
+ 5.55%
$169.43 - $182.84 $30.5K - $32.9K
3.42K $592K
PCT
Pure Cycle Technologies, Inc.

Industrials
43.2K
+ 52.22%
$6.92 - $10.9 $299K - $470K
126K $870K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
407
+ 5.49%
$48.31 - $49.23 $19.7K - $20K
7.83K $384K
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
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