Platform Technology Partners Incresed Positions in Q2 2025

Platform Technology Partners

  • $355 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
4.19K
+ 43.02%
$18.13 - $22.69 $75.9K - $95K
13.9K $311K
LLY
Eli Lilly & CO

Healthcare
265
+ 10.46%
$713.71 - $898.95 $189K - $238K
2.8K $2.18M
CL
Colgate Palmolive CO

Consumer Defensive
1.36K
+ 8.24%
$87.57 - $96.0 $119K - $131K
17.9K $1.62M
ISRG
Intuitive Surgical Inc

Healthcare
80
+ 11.02%
$451.58 - $565.94 $36.1K - $45.3K
806 $437K
D
Dominion Energy, Inc

Utilities
1.06K
+ 5.44%
$49.66 - $58.0 $52.6K - $61.4K
20.5K $1.16M
WULF
Terawulf Inc.

Financial Services
9.85K
+ 69.61%
$2.24 - $4.53 $22.1K - $44.6K
24K $105K
RSP
Invesco S&P 500 Equal Weight E

ETFs
169
+ 4.94%
$152.93 - $181.74 $25.8K - $30.7K
3.59K $652K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
245
+ 2.16%
$39.89 - $49.46 $9.77K - $12.1K
11.6K $573K
XLU
Utilities Sector Spdr

ETFs
351
+ 3.33%
$73.09 - $82.77 $25.7K - $29.1K
10.9K $889K
IWM
Ishares Russell 2000 ETF

ETFs
30
+ 0.98%
$174.82 - $215.79 $5.24K - $6.47K
3.11K $670K
TDIV
First Trust Nasdaq Technology

ETFs
1
+ 0.03%
$64.41 - $90.17 $64.4 - $90.2
2.87K $258K
VB
Vanguard Small Cap ETF

ETFs
55
+ 3.24%
$193.73 - $237.37 $10.7K - $13.1K
1.75K $415K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
287
+ 2.02%
$29.52 - $35.31 $8.47K - $10.1K
14.5K $511K
IQLT
Ishares Msci Intl Quality Fact

ETFs
24
+ 0.28%
$35.9 - $43.76 $862 - $1.05K
8.59K $371K
DUK
Duke Energy Corp

Utilities
837
+ 4.84%
$112.46 - $124.05 $94.1K - $104K
18.1K $2.14M
IWD
Ishares Russell 1000 Val ETF

ETFs
56
+ 2.53%
$166.82 - $194.23 $9.34K - $10.9K
2.27K $440K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
199
+ 7.96%
$85.42 - $94.39 $17K - $18.8K
2.7K $253K
ZTS
Zoetis Inc.

Healthcare
400
+ 7.53%
$144.41 - $170.3 $57.8K - $68.1K
5.71K $890K
DHR
Danaher Corp

Healthcare
115
+ 10.7%
$174.64 - $205.16 $20.1K - $23.6K
1.19K $235K
MO
Altria Group, Inc.

Consumer Defensive
401
+ 5.12%
$55.56 - $60.91 $22.3K - $24.4K
8.24K $482K
PFE
Pfizer Inc

Healthcare
1.49K
+ 6.5%
$21.59 - $24.84 $32.1K - $36.9K
24.3K $590K
CMI
Cummins Inc

Industrials
1
+ 0.14%
$267.12 - $336.65 $267 - $337
719 $235K
VNQ
Vanguard Specialized Funds Van

ETFs
166
+ 3.79%
$79.79 - $91.42 $13.2K - $15.2K
4.55K $405K
XLP
Consumer Staples Sector Spdr

ETFs
42
+ 0.66%
N/A
6.38K $485K
EXC
Exelon Corp

Utilities
500
+ 6.3%
$42.2 - $47.37 $21.1K - $23.7K
8.44K $366K
Lam Research Corp
1K
+ 4.96%
N/A
21.2K $0
Morgan Stanley ETF Trust
6.77K
+ 4.24%
N/A
166K $0
Federated Hermes ETF Trust
35.2K
+ 14.55%
N/A
277K $0
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
115
+ 0.78%
$24.14 - $25.43 $2.78K - $2.92K
14.9K $370K
NEE
Nextera Energy Inc

Utilities
701
+ 1.86%
$64.11 - $75.0 $44.9K - $52.6K
38.4K $2.67M
CMCSA
Comcast Corp

Communication Services
3
+ 0.04%
$32.84 - $36.72 $98.5 - $110
7.01K $250K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.4K
+ 1397.94%
$87.84 - $1441.89 $298K - $4.9M
3.64K $328K
MDT
Medtronic PLC

Healthcare
390
+ 1.82%
$80.68 - $88.86 $31.5K - $34.7K
21.8K $1.9M
SBUX
Starbucks Corp

Consumer Cyclical
1.25K
+ 5.57%
$79.69 - $99.41 $99.5K - $124K
23.7K $2.17M
XLE
Energy Sector Spdr

ETFs
429
+ 4.07%
$76.44 - $94.13 $32.8K - $40.4K
11K $930K
ED
Consolidated Edison Inc

Utilities
17
+ 0.2%
$98.05 - $113.3 $1.67K - $1.93K
8.39K $841K
CB
Chubb LTD

Financial Services
72
+ 0.79%
$274.32 - $302.46 $19.8K - $21.8K
9.21K $2.67M
EPD
Enterprise Products Partners L.P.

Energy
29
+ 0.07%
$28.95 - $34.22 $840 - $992
41.9K $1.3M
PEP
Pepsico Inc

Consumer Defensive
1.2K
+ 7.14%
$128.02 - $151.37 $153K - $181K
18K $2.37M
COP
Conocophillips

Energy
886
+ 6.12%
$82.66 - $106.1 $73.2K - $94K
15.4K $1.38M
CLX
Clorox CO

Consumer Defensive
549
+ 7.08%
$118.01 - $148.69 $64.8K - $81.6K
8.3K $996K
PG
Procter & Gamble CO

Consumer Defensive
220
+ 1.31%
$157.66 - $172.39 $34.7K - $37.9K
17K $2.72M
XOM
Exxon Mobil Corp

Energy
142
+ 0.93%
$99.93 - $119.04 $14.2K - $16.9K
15.4K $1.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.87K
+ 3.29%
$24.32 - $27.87 $240K - $275K
310K $8.21M
ABBV
Abb Vie Inc.

Healthcare
208
+ 2.07%
$170.16 - $206.27 $35.4K - $42.9K
10.3K $1.91M
AMGN
Amgen Inc

Healthcare
35
+ 0.52%
$262.28 - $309.85 $9.18K - $10.8K
6.8K $1.9M
JNJ
Johnson & Johnson

Healthcare
213
+ 0.97%
$146.36 - $159.82 $31.2K - $34K
22.3K $3.4M
CVX
Chevron Corp

Energy
1.5K
+ 6.34%
$133.73 - $168.51 $201K - $253K
25.2K $3.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
69
+ 0.47%
$483.48 - $539.8 $33.4K - $37.2K
14.8K $7.21M
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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