Platform Technology Partners Incresed Positions in Q1 2025

Platform Technology Partners

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
81
+ 1.0%
$60.81 - $72.32 $4.93K - $5.86K
8.16K $584K
SPGI
S&P Global Inc.

Financial Services
82
+ 2.34%
$478.26 - $543.77 $39.2K - $44.6K
3.59K $1.82M
MO
Altria Group, Inc.

Consumer Defensive
261
+ 3.45%
$50.81 - $60.02 $13.3K - $15.7K
7.84K $470K
ETN
Eaton Corp PLC

Industrials
518
+ 44.62%
$271.83 - $371.23 $141K - $192K
1.68K $456K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.2K
+ 16.29%
$36.91 - $41.03 $44.3K - $49.2K
8.57K $340K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.41%
$1187.71 - $1432.58 $1.19K - $1.43K
243 $348K
FSIG
First Tr ETF Iv LTD Duration I
2.94K
+ 3.47%
$18.74 - $19.04 $55.1K - $56K
87.6K $1.66M
CI
Cigna Corp

Healthcare
1
+ 0.1%
$274.49 - $329.0 $274 - $329
1.05K $345K
TMUS
T Mobile Us, Inc.

Communication Services
20
+ 2.01%
$211.3 - $272.83 $4.23K - $5.46K
1.01K $270K
SO
Southern CO

Utilities
145
+ 3.89%
$80.96 - $92.96 $11.7K - $13.5K
3.87K $356K
VUG
Vanguard Growth ETF

ETFs
981
+ 12.25%
$369.1 - $427.61 $362K - $419K
8.99K $3.33M
ETR
Entergy Corp

Utilities
84
+ 2.06%
$75.26 - $87.89 $6.32K - $7.38K
4.15K $354K
MDLZ
Mondelez International, Inc.

Consumer Defensive
40
+ 0.81%
$56.12 - $68.15 $2.24K - $2.73K
4.99K $338K
FMNY
First Tr Exch Trad Fd Iii New
1.75K
+ 16.44%
$26.14 - $26.95 $45.8K - $47.2K
12.4K $326K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
460
+ 1.59%
$20.96 - $23.51 $9.64K - $10.8K
29.4K $657K
MRK
Merck & Co., Inc.

Healthcare
1.79K
+ 13.89%
$83.01 - $101.02 $149K - $181K
14.7K $1.32M
CSCO
Cisco Systems, Inc.

Technology
206
+ 2.34%
$58.74 - $64.87 $12.1K - $13.4K
9.01K $556K
SCHW
Schwab Charles Corp

Financial Services
45
+ 0.66%
$71.24 - $83.64 $3.21K - $3.76K
6.87K $537K
HDB
Hdfc Bank LTD

Financial Services
201
+ 2.7%
$58.06 - $66.85 $11.7K - $13.4K
7.64K $507K
PAGP
Plains Gp Holdings LP

Energy
25
+ 0.23%
$18.52 - $22.13 $463 - $553
10.9K $231K
RDVY
First Trust Rising Dividend Ac

ETFs
726
+ 3.71%
$57.22 - $63.39 $41.5K - $46K
20.3K $1.19M
ADP
Automatic Data Processing Inc

Industrials
25
+ 1.55%
$286.85 - $318.64 $7.17K - $7.97K
1.64K $501K
RSP
Invesco S&P 500 Equal Weight E

ETFs
180
+ 5.55%
$169.43 - $182.84 $30.5K - $32.9K
3.42K $592K
PCT
Pure Cycle Technologies, Inc.

Industrials
43.2K
+ 52.22%
$6.92 - $10.9 $299K - $470K
126K $870K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
407
+ 5.49%
$48.31 - $49.23 $19.7K - $20K
7.83K $384K
AKAM
Akamai Technologies Inc

Technology
211
+ 5.28%
N/A
4.21K $382K
UPS
United Parcel Service Inc

Industrials
554
+ 21.56%
$109.66 - $136.26 $60.8K - $75.5K
3.12K $343K
WFC
Wells Fargo & Company

Financial Services
18
+ 0.18%
$66.78 - $81.42 $1.2K - $1.47K
9.9K $711K
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.1%
$209.32 - $253.66 $209 - $254
1.02K $236K
ENB
Enbridge Inc

Energy
114
+ 2.18%
$41.54 - $45.45 $4.74K - $5.18K
5.35K $237K
SYK
Stryker Corp

Healthcare
12
+ 1.5%
$355.18 - $399.9 $4.26K - $4.8K
814 $303K
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
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.09%
$182.82 - $196.21 $366 - $392
2.21K $416K
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
Blackrock Inc
21
+ 4.93%
N/A
447 $0
Ab Active Etfs Inc
2.69K
+ 12.92%
N/A
23.5K $0
TAFI
Ab Active Etfs Inc Tax Aware S
1
+ 0.0%
N/A
73.8K $0
Federated Hermes ETF Trust
46.2K
+ 23.61%
N/A
242K $0
Morgan Stanley ETF Trust
22K
+ 15.97%
N/A
160K $0
First Tr Exchange Traded Fd
5.3K
+ 12.69%
N/A
47.1K $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
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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