Platform Technology Partners Incresed Positions 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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.7K
+ 7.78%
$27.01 - $28.54 $585K - $618K
300K $8.39M
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
IBM
International Business Machines Corp

Technology
2.15K
+ 63.67%
$217.4 - $264.74 $468K - $570K
5.53K $1.38M
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
ABBV
Abb Vie Inc.

Healthcare
854
+ 9.28%
$169.2 - $216.66 $144K - $185K
10.1K $2.11M
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
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
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
AMGN
Amgen Inc

Healthcare
1
+ 0.01%
$258.59 - $327.36 $259 - $327
6.77K $2.11M
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
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
MDT
Medtronic PLC

Healthcare
492
+ 2.35%
$79.84 - $94.5 $39.3K - $46.5K
21.4K $1.93M
SBUX
Starbucks Corp

Consumer Cyclical
937
+ 4.36%
$91.75 - $115.81 $86K - $109K
22.4K $2.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.21K
+ 102.91%
$32.49 - $37.99 $234K - $274K
14.2K $476K
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 0.41%
$279.74 - $321.29 $9.79K - $11.2K
8.62K $2.69M
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.66K
+ 46.86%
$56.17 - $59.71 $149K - $159K
8.33K $476K
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
D
Dominion Energy, Inc

Utilities
1.15K
+ 6.25%
$52.85 - $57.43 $60.6K - $65.8K
19.5K $1.09M
CL
Colgate Palmolive CO

Consumer Defensive
656
+ 4.14%
$85.68 - $97.5 $56.2K - $64K
16.5K $1.55M
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
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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