Platform Technology Partners Purchases in Q1 2025

Platform Technology Partners

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
554
+ 21.56%
$109.66 - $136.26 $60.8K - $75.5K
3.12K $343K
AKAM
Akamai Technologies Inc

Technology
211
+ 5.28%
N/A
4.21K $382K
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.1%
$209.32 - $253.66 $209 - $254
1.02K $236K
WFC
Wells Fargo & Company

Financial Services
18
+ 0.18%
$66.78 - $81.42 $1.2K - $1.47K
9.9K $711K
REKR
Rekor Systems, Inc.

Technology
18.7K
New
$0.89 - $2.63 $16.6K - $49.1K
18.7K $16K
SYK
Stryker Corp

Healthcare
12
+ 1.5%
$355.18 - $399.9 $4.26K - $4.8K
814 $303K
ENB
Enbridge Inc

Energy
114
+ 2.18%
$41.54 - $45.45 $4.74K - $5.18K
5.35K $237K
TJX
Tjx Companies Inc

Consumer Cyclical
49
+ 0.59%
$112.81 - $126.16 $5.53K - $6.18K
8.35K $1.02M
CMCSA
Comcast Corp

Communication Services
429
+ 6.52%
$33.19 - $38.23 $14.2K - $16.4K
7.01K $258K
APD
Air Products & Chemicals, Inc.

Basic Materials
19
+ 2.12%
$283.24 - $338.07 $5.38K - $6.42K
915 $269K
WMT
Walmart Inc.

Consumer Defensive
751
+ 3.09%
$84.5 - $105.05 $63.5K - $78.9K
25K $2.2M
NLOK
Norton Life Lock Inc.

Technology
53
+ 0.43%
N/A
12.3K $264K
Federated Hermes ETF Trust
46.2K
+ 23.61%
N/A
242K $0
JGRO
J P Morgan Exchange Traded Fd
6.5K
New
N/A
6.5K $0
First Tr Exchange Traded Fd
5.3K
+ 12.69%
N/A
47.1K $0
Aspire Biopharma Hldgs Inc
37.6K
New
N/A
37.6K $0
Lam Research Corp
20.2K
New
N/A
20.2K $0
TAFI
Ab Active Etfs Inc Tax Aware S
1
+ 0.0%
N/A
73.8K $0
Ab Active Etfs Inc
2.69K
+ 12.92%
N/A
23.5K $0
Morgan Stanley ETF Trust
22K
+ 15.97%
N/A
160K $0
Blackrock Inc
21
+ 4.93%
N/A
447 $0
SPG
Simon Property Group Inc

Real Estate
11
+ 0.66%
$159.48 - $187.78 $1.75K - $2.07K
1.67K $277K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.05%
$105.04 - $122.33 $105 - $122
1.92K $213K
WBS
Webster Financial Corp

Financial Services
18
+ 0.46%
$47.55 - $61.41 $856 - $1.11K
3.92K $201K
SOFI
So Fi Technologies, Inc.

Financial Services
1.97K
+ 19.61%
$11.18 - $18.03 $22K - $35.5K
12K $139K
APH
Amphenol Corp

Technology
36
+ 0.75%
$61.62 - $78.55 $2.22K - $2.83K
4.82K $316K
NVO
Novo Nordisk A S

Healthcare
1.08K
+ 19.08%
$69.3 - $90.95 $75.1K - $98.5K
6.76K $469K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.41%
$472.29 - $575.13 $945 - $1.15K
484 $234K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
39.4K
+ 21.22%
$3.0 - $4.24 $118K - $167K
225K $701K
BAC
Bank Of America Corp

Financial Services
186
+ 1.05%
$39.61 - $47.74 $7.37K - $8.88K
18K $749K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 2.33%
$4295.4 - $5141.88 $12.9K - $15.4K
132 $608K
MGK
Vanguard Mega Cap Growth ETF

ETFs
39
+ 2.85%
$307.43 - $357.48 $12K - $13.9K
1.41K $434K
CSX
Csx Corp

Industrials
81
+ 0.57%
$29.11 - $33.67 $2.36K - $2.73K
14.3K $420K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2
+ 0.15%
$165.25 - $224.62 $331 - $449
1.3K $215K
HON
Honeywell International Inc

Industrials
109
+ 2.13%
$202.75 - $226.52 $22.1K - $24.7K
5.22K $1.1M
META
Meta Platforms, Inc.

Communication Services
135
+ 1.42%
$576.36 - $736.67 $77.8K - $99.5K
9.62K $5.54M
ET
Energy Transfer LP

Energy
832
+ 1.24%
$17.26 - $21.08 $14.4K - $17.5K
68.1K $1.27M
BA
Boeing CO

Industrials
238
+ 1.48%
$148.15 - $186.25 $35.3K - $44.3K
16.4K $2.79M
CLX
Clorox CO

Consumer Defensive
315
+ 4.24%
$141.76 - $162.89 $44.7K - $51.3K
7.75K $1.14M
CAT
Caterpillar Inc

Industrials
9
+ 0.39%
$326.75 - $407.63 $2.94K - $3.67K
2.3K $758K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.83K
+ 5.98%
$58.81 - $68.2 $166K - $193K
50.1K $3M
AXP
American Express CO

Financial Services
17
+ 0.49%
$255.39 - $325.87 $4.34K - $5.54K
3.5K $941K
STZ
Constellation Brands, Inc.

Consumer Defensive
566
+ 9.34%
$161.05 - $222.93 $91.2K - $126K
6.63K $1.22M
GS
Goldman Sachs Group Inc

Financial Services
16
+ 0.3%
$524.81 - $672.19 $8.4K - $10.8K
5.28K $2.89M
BX
Blackstone Inc.

Financial Services
3.47K
+ 18.27%
$136.53 - $186.74 $473K - $647K
22.4K $3.14M
HD
Home Depot, Inc.

Consumer Cyclical
154
+ 1.75%
$347.25 - $424.87 $53.5K - $65.4K
8.96K $3.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.14%
$468.34 - $539.52 $2.34K - $2.7K
3.62K $1.7M
CRM
Salesforce, Inc.

Technology
867
+ 14.9%
$268.36 - $359.95 $233K - $312K
6.69K $1.79M
NKE
Nike, Inc.

Consumer Cyclical
1.96K
+ 8.53%
$63.29 - $81.72 $124K - $160K
24.9K $1.58M
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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