Platform Technology Partners Incresed Positions in Q2 2025

Platform Technology Partners

  • $355 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
4.94K
+ 7.46%
$94.31 - $157.99 $466K - $781K
71.1K $11.2M
AMZN
Amazon Com Inc

Consumer Cyclical
1.14K
+ 2.06%
$167.32 - $223.3 $191K - $255K
56.6K $12.4M
META
Meta Platforms, Inc.

Communication Services
339
+ 3.53%
$484.66 - $738.09 $164K - $250K
9.96K $7.35M
APO
Apollo Global Management, Inc.

Financial Services
8.96K
+ 14.91%
$108.68 - $145.07 $974K - $1.3M
69.1K $9.8M
JPM
Jpmorgan Chase & CO

Financial Services
207
+ 0.74%
$210.28 - $289.91 $43.5K - $60K
28.2K $8.19M
IBM
International Business Machines Corp

Technology
2.85K
+ 51.52%
$221.03 - $294.78 $630K - $840K
8.38K $2.47M
TSLA
Tesla, Inc.

Consumer Cyclical
314
+ 2.1%
$221.86 - $362.89 $69.7K - $114K
15.3K $4.85M
ORCL
Oracle Corp

Technology
445
+ 4.29%
$122.82 - $218.63 $54.7K - $97.3K
10.8K $2.36M
GS
Goldman Sachs Group Inc

Financial Services
30
+ 0.57%
$462.22 - $707.75 $13.9K - $21.2K
5.31K $3.76M
VUG
Vanguard Growth ETF

ETFs
515
+ 5.73%
$329.49 - $438.4 $170K - $226K
9.5K $4.17M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.54K
+ 78.02%
$59.24 - $71.39 $565K - $681K
21.8K $1.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
374
+ 3.89%
$456.74 - $568.03 $171K - $212K
9.99K $5.68M
GE
General Electric CO

Industrials
1
+ 0.01%
$166.81 - $257.39 $167 - $257
11K $2.84M
GOOG
Alphabet Inc.

Communication Services
778
+ 3.37%
$146.58 - $180.01 $114K - $140K
23.9K $4.23M
GLD
Spdr Gold Trust

ETFs
1.63K
+ 23.37%
$273.71 - $316.29 $446K - $515K
8.6K $2.62M
CSCO
Cisco Systems, Inc.

Technology
6.89K
+ 76.48%
$53.19 - $69.38 $367K - $478K
15.9K $1.1M
NFLX
Netflix Inc

Communication Services
23
+ 1.84%
$855.86 - $1339.13 $19.7K - $30.8K
1.28K $1.71M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.67K
+ 9.31%
$52.31 - $63.72 $244K - $297K
54.8K $3.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
192
+ 5.3%
$416.06 - $551.64 $79.9K - $106K
3.82K $2.1M
AVGO
Broadcom Inc.

Technology
270
+ 9.38%
$146.29 - $275.65 $39.5K - $74.4K
3.15K $868K
NKE
Nike, Inc.

Consumer Cyclical
2.7K
+ 10.83%
$53.27 - $72.04 $144K - $194K
27.6K $1.96M
COF
Capital One Financial Corp

Financial Services
748
+ 14.4%
$150.57 - $212.76 $113K - $159K
5.94K $1.26M
CEG
Constellation Energy Corp

Utilities
166
+ 7.67%
$170.96 - $322.76 $28.4K - $53.6K
2.33K $752K
BX
Blackstone Inc.

Financial Services
526
+ 2.34%
$120.07 - $151.11 $63.2K - $79.5K
23K $3.43M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.4K
+ 65.98%
$32.0 - $39.87 $205K - $255K
16.1K $641K
FIW
First Trust Water ETF

ETFs
2K
+ 26.67%
$90.26 - $108.05 $181K - $216K
9.5K $1.03M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.74K
+ 122.0%
$91.43 - $91.74 $250K - $251K
4.98K $457K
V
Visa Inc.

Financial Services
447
+ 3.89%
$308.27 - $373.31 $138K - $167K
11.9K $4.24M
XLK
Technology Sector Spdr

ETFs
431
+ 19.95%
$179.73 - $253.23 $77.5K - $109K
2.59K $656K
HGER
Harbor ETF Tr All Weather Infl
7.87K
+ 11.99%
$22.13 - $25.39 $174K - $200K
73.5K $1.79M
VEA
Vanguard Ftse Developed Market

ETFs
805
+ 3.22%
$45.65 - $57.01 $36.7K - $45.9K
25.8K $1.47M
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
PREF
Principal Spectrum Pfd Secs Ac

ETFs
8K
+ 72.73%
$18.21 - $18.97 $146K - $152K
19K $360K
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
SPGI
S&P Global Inc.

Financial Services
100
+ 2.78%
$438.31 - $527.29 $43.8K - $52.7K
3.69K $1.95M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.19K
+ 26.29%
$51.14 - $57.0 $112K - $125K
10.5K $598K
SCHW
Schwab Charles Corp

Financial Services
300
+ 4.37%
$69.06 - $91.24 $20.7K - $27.4K
7.17K $654K
IHDG
Wisdomtree Tr

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