Platform Technology Partners Reduced Holdings in Q4 2023

Platform Technology Partners

  • $243 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-8.79K
- 17.01%
$80.62 - $82.04 $709K - $721K
42.9K $3.52M
PFE
Pfizer Inc

Healthcare
-15.8K
- 39.29%
$26.13 - $33.94 $412K - $536K
24.4K $702K
UNH
Unitedhealth Group Inc

Healthcare
-1.26K
- 24.14%
$509.47 - $552.97 $640K - $695K
3.95K $2.08M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-8.45K
- 22.48%
$70.49 - $76.74 $596K - $648K
29.1K $2.23M
TSAT
Telesat Corp

Technology
-10.5K
- 20.05%
$9.95 - $13.53 $104K - $142K
41.7K $435K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-22.8K
- 17.42%
$16.46 - $17.9 $375K - $408K
108K $1.93M
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.95K
- 57.04%
$114.09 - $147.5 $222K - $287K
1.47K $199K
XOM
Exxon Mobil Corp

Energy
-464
- 4.1%
$98.05 - $115.83 $45.5K - $53.7K
10.9K $1.09M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-988
- 31.62%
$67.31 - $124.76 $66.5K - $123K
2.14K $206K
APO
Apollo Global Management, Inc.

Financial Services
-4.35K
- 5.71%
$77.44 - $94.76 $337K - $412K
71.8K $6.69M
PLTR
Palantir Technologies Inc.

Technology
-10.3K
- 29.59%
$14.69 - $21.34 $151K - $219K
24.5K $419K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.14K
- 27.28%
$50.39 - $63.08 $108K - $135K
5.69K $349K
TDIV
First Trust Nasdaq Technology

ETFs
-2.18K
- 40.86%
$53.99 - $64.39 $118K - $140K
3.15K $201K
AXP
American Express CO

Financial Services
-1.5K
- 29.19%
$141.31 - $187.8 $211K - $281K
3.63K $679K
XLE
Energy Sector Spdr

ETFs
-398
- 8.52%
$81.2 - $91.96 $32.3K - $36.6K
4.28K $358K
CSCO
Cisco Systems, Inc.

Technology
-491
- 5.51%
$47.7 - $54.39 $23.4K - $26.7K
8.41K $425K
WMT
Walmart Inc.

Consumer Defensive
-126
- 1.41%
$150.86 - $169.78 $19K - $21.4K
8.81K $1.39M
CMCSA
Comcast Corp

Communication Services
-662
- 8.09%
$39.15 - $44.7 $25.9K - $29.6K
7.52K $329K
CAT
Caterpillar Inc

Industrials
-281
- 12.64%
$226.05 - $298.12 $63.5K - $83.8K
1.94K $574K
ORCL
Oracle Corp

Technology
-243
- 2.32%
$100.31 - $117.16 $24.4K - $28.5K
10.2K $1.08M
NVS
Novartis Ag

Healthcare
-260
- 8.83%
$92.27 - $101.54 $24K - $26.4K
2.68K $270K
REAL
The Real Real, Inc.

Consumer Cyclical
-7.51K
- 15.02%
$1.28 - $2.48 $9.62K - $18.6K
42.5K $85K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-429
- 7.53%
$61.04 - $73.11 $26.2K - $31.4K
5.27K $381K
V
Visa Inc.

Financial Services
-1.21K
- 12.18%
$228.81 - $262.38 $278K - $319K
8.76K $2.28M
NOK
Nokia Corp

Technology
-7
- 0.04%
$3.0 - $3.72 $21 - $26
19.7K $67K
SYK
Stryker Corp

Healthcare
-97
- 10.73%
$253.85 - $299.46 $24.6K - $29K
807 $241K
IBM
International Business Machines Corp

Technology
-483
- 15.06%
$136.38 - $164.71 $65.9K - $79.6K
2.73K $445K
BLK
Black Rock Inc.

Financial Services
-114
- 20.8%
$598.08 - $819.0 $68.2K - $93.4K
434 $352K
Ge Healthcare Technologies I
-170
- 3.19%
N/A
5.16K $0
Canadian Pacific Kansas City
-100
- 1.3%
N/A
7.57K $0
FDV
Federated Hermes ETF Tr U S St
-22.1K
- 71.83%
N/A
8.66K $0
PLBY
Plby Group, Inc.

Consumer Cyclical
-12.1K
- 19.46%
$0.44 - $1.07 $5.31K - $12.9K
50K $49K
Atlassian Corporation
-47
- 4.19%
N/A
1.07K $0
NFLX
Netflix Inc

Communication Services
-158
- 20.93%
$346.19 - $495.02 $54.7K - $78.2K
597 $290K
KO
Coca Cola CO

Consumer Defensive
-258
- 3.22%
$52.38 - $59.93 $13.5K - $15.5K
7.75K $456K
MTNB
Matinas Bio Pharma Holdings, Inc.

Healthcare
-6.16K
- 3.79%
$0.12 - $0.64 $739 - $3.94K
156K $34K
TJX
Tjx Companies Inc

Consumer Cyclical
-546
- 4.02%
$87.19 - $93.81 $47.6K - $51.2K
13K $1.22M
COF
Capital One Financial Corp

Financial Services
-838
- 22.66%
$88.97 - $132.02 $74.6K - $111K
2.86K $375K
ABBV
Abb Vie Inc.

Healthcare
-233
- 2.37%
$137.6 - $154.97 $32.1K - $36.1K
9.59K $1.49M
ETN
Eaton Corp PLC

Industrials
-93
- 5.62%
$193.99 - $240.82 $18K - $22.4K
1.56K $376K
DIS
Walt Disney CO

Communication Services
-432
- 6.26%
$79.32 - $96.06 $34.3K - $41.5K
6.47K $583K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-58
- 0.78%
$32.36 - $37.66 $1.88K - $2.18K
7.37K $276K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-25
- 3.08%
$425.08 - $512.6 $10.6K - $12.8K
786 $398K
ED
Consolidated Edison Inc

Utilities
-134
- 1.77%
$81.62 - $94.01 $10.9K - $12.6K
7.45K $677K
WRB
Berkley W R Corp

Financial Services
-5
- 0.12%
$62.44 - $73.65 $312 - $368
4.26K $300K
ADBE
Adobe Inc.

Technology
-40
- 6.41%
$507.03 - $633.66 $20.3K - $25.3K
584 $348K
VNQ
Vanguard Specialized Funds Van

ETFs
-270
- 6.27%
$71.05 - $89.54 $19.2K - $24.2K
4.03K $356K
AKAM
Akamai Technologies Inc

Technology
-100
- 2.27%
$101.85 - $120.18 $10.2K - $12K
4.3K $508K
NVO
Novo Nordisk A S

Healthcare
-33
- 0.78%
$87.78 - $105.45 $2.9K - $3.48K
4.18K $431K
Activity Summary
Buys All Purchases 103 New Holdings 20 Increased Positions 83 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 3 Puts 0
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