Platform Technology Partners New Holdings in Q2 2025

Platform Technology Partners

  • $355 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
33.8K
New
$29.0 - $30.68 $979K - $1.04M
33.8K $1.04M
GILD
Gilead Sciences, Inc.

Healthcare
5.53K
New
$96.91 - $113.0 $536K - $624K
5.53K $612K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
58.4K
New
$9.75 - $10.96 $569K - $640K
58.4K $605K
KMI
Kinder Morgan, Inc.

Energy
16.4K
New
$25.21 - $29.4 $414K - $483K
16.4K $482K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.18K
New
$51.16 - $62.02 $367K - $445K
7.18K $445K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.5K
New
$50.52 - $50.92 $379K - $382K
7.5K $381K
CVS
Cvs Health Corp

Healthcare
4.27K
New
$60.04 - $70.18 $256K - $300K
4.27K $294K
TFC
Truist Financial Corp

Financial Services
6.45K
New
$34.79 - $42.99 $224K - $277K
6.45K $277K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.5K
New
$17.76 - $22.1 $204K - $254K
11.5K $253K
CRMT
Americas Carmart Inc

Consumer Cyclical
4.5K
New
$43.5 - $57.74 $196K - $260K
4.5K $252K
CMS
Cms Energy Corp

Utilities
3.52K
New
$68.57 - $75.51 $241K - $266K
3.52K $243K
VRT
Vertiv Holdings CO

Industrials
2.77K
New
N/A
2.77K $239K
CRWD
Crowd Strike Holdings, Inc.

Technology
443
New
$321.63 - $509.31 $142K - $226K
443 $225K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.04K
New
$82.96 - $110.1 $169K - $225K
2.04K $224K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.04K
New
$90.56 - $109.49 $185K - $224K
2.04K $223K
SUB
Ishares Short Term National Mu

ETFs
2.01K
New
$104.77 - $106.34 $211K - $214K
2.01K $213K
RACE
Ferrari N.V.

Consumer Cyclical
432
New
$397.86 - $499.02 $172K - $216K
432 $211K
ASML
Asml Holding Nv

Technology
257
New
$595.37 - $815.24 $153K - $210K
257 $205K
ILMN
Illumina, Inc.

Healthcare
2.15K
New
$70.3 - $95.41 $151K - $205K
2.15K $205K
CDNS
Cadence Design Systems Inc

Technology
667
New
$231.64 - $323.08 $155K - $215K
667 $205K
IR
Ingersoll Rand Inc.

Industrials
2.42K
New
$66.75 - $84.94 $162K - $206K
2.42K $201K
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.5K
New
$30.29 - $30.83 $197K - $200K
6.5K $200K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
11.9K
New
$9.54 - $10.33 $113K - $123K
11.9K $116K
ENVX
Enovix Corp

Industrials
11K
New
$5.46 - $10.53 $60.1K - $116K
11K $113K
CTOS
Custom Truck One Source, Inc.

Industrials
20K
New
$3.39 - $5.07 $67.8K - $101K
20K $98K
Super Micro Computer Inc
4.7K
New
N/A
4.7K $0
Ishares Ethereum Tr
31.1K
New
N/A
31.1K $0
Microalgo Inc
240K
New
N/A
240K $0
Fidelity Wise Origin Bitcoin
2.44K
New
N/A
2.44K $0
Ishares Bitcoin Trust ETF
33.2K
New
N/A
33.2K $0
Wimi Hologram Cloud Inc
10K
New
N/A
10K $0
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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