Platform Technology Partners Incresed Positions in Q3 2024

Platform Technology Partners

  • $311 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.67K
+ 1.27%
$207.23 - $234.82 $346K - $392K
133K $31M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
31.2K
+ 33.16%
$46.16 - $47.63 $1.44M - $1.49M
125K $5.96M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
31K
+ 516.67%
$33.89 - $41.64 $1.05M - $1.29M
37K $1.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.84K
+ 7.45%
$77.02 - $85.06 $450K - $497K
84.2K $7.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
214
+ 1.54%
$405.19 - $478.57 $86.7K - $102K
14.1K $6.51M
APO
Apollo Global Management, Inc.

Financial Services
2.34K
+ 3.58%
$99.16 - $125.81 $232K - $295K
67.8K $8.47M
IVV
Ishares Core S&P 500 ETF

ETFs
796
+ 8.69%
$520.18 - $576.82 $414K - $459K
9.96K $5.75M
BX
Blackstone Inc.

Financial Services
787
+ 4.33%
$120.77 - $159.66 $95K - $126K
19K $2.91M
SBUX
Starbucks Corp

Consumer Cyclical
2.3K
+ 11.97%
$72.51 - $98.6 $166K - $226K
21.5K $2.09M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.41K
+ 17.45%
$59.25 - $65.33 $380K - $419K
43.1K $2.8M
LMT
Lockheed Martin Corp

Industrials
19
+ 0.46%
$460.3 - $584.56 $8.75K - $11.1K
4.12K $2.41M
CVX
Chevron Corp

Energy
4.22K
+ 22.53%
$137.88 - $161.97 $582K - $683K
22.9K $3.38M
MCD
Mcdonalds Corp

Consumer Cyclical
47
+ 0.55%
$245.82 - $304.51 $11.6K - $14.3K
8.61K $2.62M
FSIG
First Tr ETF Iv LTD Duration I
21.2K
+ 46.71%
$18.72 - $19.32 $398K - $410K
66.7K $1.28M
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.02%
$66.91 - $81.4 $335 - $407
25.5K $2.06M
GLD
Spdr Gold Trust

ETFs
688
+ 12.14%
$215.56 - $246.98 $148K - $170K
6.35K $1.54M
SLV
I Shares Silver Trust

ETFs
9.38K
+ 107.77%
$24.33 - $29.38 $228K - $275K
18.1K $513K
HGER
Harbor ETF Tr All Weather Infl
11.9K
+ 38.68%
$21.29 - $22.98 $254K - $274K
42.7K $966K
VZ
Verizon Communications Inc

Communication Services
3.68K
+ 12.78%
$38.89 - $45.0 $143K - $166K
32.5K $1.46M
DUK
Duke Energy Corp

Utilities
140
+ 0.85%
$99.35 - $117.71 $13.9K - $16.5K
16.6K $1.91M
SPGI
S&P Global Inc.

Financial Services
26
+ 0.76%
$446.32 - $527.38 $11.6K - $13.7K
3.45K $1.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
44
+ 0.63%
$517.38 - $573.86 $22.8K - $25.2K
7.08K $4.06M
NKE
Nike, Inc.

Consumer Cyclical
788
+ 6.28%
$71.09 - $89.44 $56K - $70.5K
13.3K $1.18M
CLX
Clorox CO

Consumer Defensive
238
+ 3.4%
$131.73 - $166.97 $31.4K - $39.7K
7.23K $1.18M
RDVY
First Trust Rising Dividend Ac

ETFs
2.78K
+ 21.87%
$53.68 - $59.24 $149K - $164K
15.5K $915K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.82K
+ 32.27%
$60.84 - $67.51 $171K - $190K
11.6K $779K
PM
Philip Morris International Inc.

Consumer Defensive
541
+ 7.92%
$101.25 - $127.45 $54.8K - $69K
7.38K $895K
D
Dominion Energy, Inc

Utilities
858
+ 5.18%
$48.01 - $58.53 $41.2K - $50.2K
17.4K $1.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
502
+ 81.89%
$332.02 - $382.76 $167K - $192K
1.12K $418K
DIS
Walt Disney CO

Communication Services
2.14K
+ 31.65%
$85.6 - $98.61 $183K - $211K
8.89K $854K
XLU
Utilities Sector Spdr

ETFs
703
+ 7.91%
$67.67 - $80.78 $47.6K - $56.8K
9.59K $774K
IWD
Ishares Russell 1000 Val ETF

ETFs
756
+ 51.99%
$173.36 - $189.8 $131K - $143K
2.21K $419K
V
Visa Inc.

Financial Services
133
+ 1.39%
$253.74 - $291.56 $33.7K - $38.8K
9.7K $2.67M
XLV
Select Sector Spdr Fund Health

ETFs
818
+ 26.07%
$143.3 - $157.24 $117K - $129K
3.96K $609K
VO
Vanguard Mid Cap ETF

ETFs
283
+ 8.82%
$237.84 - $263.83 $67.3K - $74.7K
3.49K $921K
BA
Boeing CO

Industrials
2.79K
+ 29.45%
$152.04 - $190.6 $424K - $531K
12.3K $1.86M
SHOP
Shopify Inc.

Technology
916
+ 22.97%
$52.26 - $80.75 $47.9K - $74K
4.9K $393K
RSP
Invesco S&P 500 Equal Weight E

ETFs
551
+ 26.53%
$162.83 - $179.16 $89.7K - $98.7K
2.63K $470K
CEG
Constellation Energy Corp

Utilities
1
+ 0.05%
$167.08 - $262.86 $167 - $263
1.97K $510K
IHDG
Wisdomtree Tr

ETFs
2.51K
+ 13.77%
$42.42 - $46.78 $106K - $117K
20.7K $947K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.05K
+ 1.79%
$48.27 - $49.43 $50.6K - $51.9K
59.5K $2.94M
ACN
Accenture PLC

Technology
35
+ 1.76%
$295.44 - $355.81 $10.3K - $12.5K
2.03K $717K
PFE
Pfizer Inc

Healthcare
3.27K
+ 16.91%
$27.7 - $31.39 $90.5K - $103K
22.6K $653K
VEA
Vanguard Ftse Developed Market

ETFs
900
+ 4.81%
$47.6 - $53.31 $42.8K - $48K
19.6K $1.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
160
+ 4.72%
$434.77 - $502.96 $69.6K - $80.5K
3.55K $1.73M
ILMN
Illumina, Inc.

Healthcare
141
+ 4.18%
$105.28 - $135.9 $14.8K - $19.2K
3.51K $457K
VTI
Vanguard Total Stock Market Et

ETFs
234
+ 11.51%
$255.18 - $283.2 $59.7K - $66.3K
2.27K $641K
VB
Vanguard Small Cap ETF

ETFs
287
+ 18.78%
$214.77 - $237.72 $61.6K - $68.2K
1.82K $430K
AMGN
Amgen Inc

Healthcare
24
+ 0.37%
$309.38 - $337.38 $7.43K - $8.1K
6.52K $2.1M
Activity Summary
Buys All Purchases 92 New Holdings 19 Increased Positions 73 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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