Platform Technology Partners Reduced Holdings in Q1 2025

Platform Technology Partners

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-7.06K
- 9.64%
$106.98 - $149.43 $756K - $1.06M
66.2K $7.18M
APO
Apollo Global Management, Inc.

Financial Services
-1.87K
- 3.01%
$126.01 - $172.06 $235K - $321K
60.1K $8.23M
MSFT
Microsoft Corp

Technology
-600
- 1.61%
$375.39 - $447.2 $225K - $268K
36.6K $13.7M
TY
Tri Continental Corp

Financial Services
-36K
- 36.94%
$30.4 - $32.91 $1.1M - $1.19M
61.5K $1.89M
GOOGL
Alphabet Inc.

Communication Services
-218
- 0.9%
$154.33 - $206.19 $33.6K - $44.9K
24K $3.71M
IVV
Ishares Core S&P 500 ETF

ETFs
-133
- 1.06%
$554.06 - $615.85 $73.7K - $81.9K
12.5K $7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-880
- 30.89%
$254.58 - $302.92 $224K - $267K
1.97K $503K
LMT
Lockheed Martin Corp

Industrials
-246
- 5.9%
$423.19 - $506.29 $104K - $125K
3.92K $1.75M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.34K
- 20.64%
$73.78 - $76.59 $247K - $256K
12.9K $984K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.01%
$551.42 - $612.93 $551 - $613
7.12K $3.99M
ARCC
Ares Capital Corp

Financial Services
-6.89K
- 25.09%
$21.28 - $23.81 $147K - $164K
20.6K $455K
TGT
Target Corp

Consumer Defensive
-98
- 2.46%
$103.65 - $142.5 $10.2K - $14K
3.88K $405K
TTAC
Fcf Us Quality ETF

ETFs
-1.56K
- 5.32%
$65.72 - $67.39 $102K - $105K
27.7K $1.82M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.66K
- 6.82%
$81.83 - $82.73 $136K - $137K
22.7K $1.87M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-616
- 16.69%
$65.15 - $91.81 $40.1K - $56.6K
3.08K $200K
VTI
Vanguard Total Stock Market Et

ETFs
-274
- 12.03%
$271.18 - $303.12 $74.3K - $83.1K
2K $550K
SHOP
Shopify Inc.

Technology
-612
- 13.5%
$90.59 - $129.31 $55.4K - $79.1K
3.92K $374K
PEP
Pepsico Inc

Consumer Defensive
-415
- 2.41%
$142.64 - $156.42 $59.2K - $64.9K
16.8K $2.52M
ACN
Accenture PLC

Technology
-39
- 1.93%
$300.91 - $398.25 $11.7K - $15.5K
1.98K $617K
NFLX
Netflix Inc

Communication Services
-159
- 11.27%
$828.4 - $1058.6 $132K - $168K
1.25K $1.17M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-574
- 4.52%
$64.88 - $72.1 $37.2K - $41.4K
12.1K $797K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1K
- 1.66%
$47.47 - $48.84 $47.5K - $48.8K
59.3K $2.84M
CEG
Constellation Energy Corp

Utilities
-92
- 4.08%
$201.63 - $347.44 $18.5K - $32K
2.16K $436K
VB
Vanguard Small Cap ETF

ETFs
-148
- 8.02%
$217.89 - $252.64 $32.2K - $37.4K
1.7K $376K
CMI
Cummins Inc

Industrials
-104
- 12.65%
$312.92 - $386.07 $32.5K - $40.2K
718 $225K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2
- 0.18%
$360.07 - $417.26 $720 - $835
1.13K $409K
BKH
Black Hills Corp

Utilities
-963
- 16.3%
$55.74 - $61.86 $53.7K - $59.6K
4.95K $299K
VO
Vanguard Mid Cap ETF

ETFs
-44
- 1.1%
$251.87 - $277.95 $11.1K - $12.2K
3.95K $1.02M
IQV
Iqvia Holdings Inc.

Healthcare
-30
- 2.22%
$176.3 - $209.96 $5.29K - $6.3K
1.32K $232K
NU
Nu Holdings Ltd.

Financial Services
-544
- 1.52%
$10.12 - $13.95 $5.51K - $7.59K
35.1K $359K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-347
- 3.19%
$97.38 - $104.52 $33.8K - $36.3K
10.5K $1.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-415
- 3.53%
$42.5 - $46.71 $17.6K - $19.4K
11.3K $513K
VNQ
Vanguard Specialized Funds Van

ETFs
-124
- 2.75%
$85.55 - $94.34 $10.6K - $11.7K
4.38K $396K
XLP
Consumer Staples Sector Spdr

ETFs
-52
- 0.81%
N/A
6.34K $481K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-320
- 1.95%
$11.96 - $13.56 $3.83K - $4.34K
16.1K $205K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-10
- 0.44%
$91.45 - $91.75 $915 - $918
2.25K $205K
Ge Healthcare Technologies I
-9
- 0.25%
N/A
3.65K $0
Cooper Cos Inc
-11
- 0.42%
N/A
2.59K $0
Ge Vernova Inc
-5
- 0.18%
N/A
2.74K $0
MMM
3 M CO

Industrials
-282
- 10.8%
$129.7 - $155.12 $36.6K - $43.7K
2.33K $342K
TSAT
Telesat Corp

Technology
-1K
- 5.99%
$14.71 - $23.39 $14.7K - $23.4K
15.7K $295K
XLU
Utilities Sector Spdr

ETFs
-133
- 1.25%
$74.7 - $80.27 $9.94K - $10.7K
10.5K $830K
NVS
Novartis Ag

Healthcare
-100
- 3.81%
$97.14 - $115.57 $9.71K - $11.6K
2.53K $281K
ELV
Elevance Health, Inc.

Healthcare
-17
- 3.13%
$365.9 - $436.25 $6.22K - $7.42K
526 $228K
LYG
Lloyds Banking Group PLC

Financial Services
-400
- 1.12%
$2.58 - $3.9 $1.03K - $1.56K
35.5K $135K
MA
Mastercard Inc

Financial Services
-31
- 0.96%
$504.67 - $576.31 $15.6K - $17.9K
3.2K $1.76M
BMY
Bristol Myers Squibb CO

Healthcare
-652
- 2.7%
$53.9 - $63.11 $35.1K - $41.1K
23.5K $1.44M
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 1.08%
$890.62 - $1076.86 $35.6K - $43.1K
3.66K $3.47M
AMT
American Tower Corp

Real Estate
-17
- 0.7%
$173.46 - $217.6 $2.95K - $3.7K
2.41K $524K
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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