Platform Technology Partners Reduced Holdings in Q2 2025

Platform Technology Partners

  • $355 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.45K
- 1.03%
$172.42 - $223.89 $249K - $324K
139K $28.6M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-9.92K
- 16.72%
$45.9 - $48.26 $455K - $479K
49.4K $2.31M
BMY
Bristol Myers Squibb CO

Healthcare
-273
- 1.16%
$44.12 - $59.6 $12K - $16.3K
23.3K $1.08M
MCD
Mcdonalds Corp

Consumer Cyclical
-388
- 4.5%
$285.55 - $321.23 $111K - $125K
8.23K $2.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-15
- 0.6%
$390.26 - $489.06 $5.85K - $7.34K
2.48K $1M
MRK
Merck & Co., Inc.

Healthcare
-110
- 0.75%
$73.47 - $87.12 $8.08K - $9.58K
14.6K $1.16M
OKE
Oneok Inc

Energy
-83
- 0.94%
$78.71 - $100.37 $6.53K - $8.33K
8.72K $711K
STZ
Constellation Brands, Inc.

Consumer Defensive
-98
- 1.48%
$160.0 - $195.62 $15.7K - $19.2K
6.53K $1.06M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-8.38K
- 11.93%
$17.99 - $18.99 $151K - $159K
61.8K $1.17M
CI
Cigna Corp

Healthcare
-391
- 37.24%
$301.89 - $340.04 $118K - $133K
659 $217K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.22K
- 5.38%
$82.21 - $83.12 $100K - $101K
21.4K $1.78M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-714
- 6.77%
$90.85 - $102.31 $64.9K - $73K
9.83K $990K
UPS
United Parcel Service Inc

Industrials
-521
- 16.68%
$91.92 - $110.2 $47.9K - $57.4K
2.6K $262K
ARCC
Ares Capital Corp

Financial Services
-3.48K
- 16.93%
$18.91 - $22.43 $65.8K - $78.1K
17.1K $375K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.03K
- 8.02%
$75.05 - $77.34 $77.4K - $79.7K
11.8K $914K
ACN
Accenture PLC

Technology
-138
- 6.97%
$279.23 - $323.21 $38.5K - $44.6K
1.84K $550K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-31
- 2.45%
$421.16 - $509.5 $13.1K - $15.8K
1.23K $549K
XLV
Select Sector Spdr Fund Health

ETFs
-7
- 0.12%
$128.77 - $144.3 $901 - $1.01K
5.68K $766K
TGT
Target Corp

Consumer Defensive
-319
- 8.22%
$88.76 - $105.77 $28.3K - $33.7K
3.56K $351K
YUM
Yum Brands Inc

Consumer Cyclical
-79
- 1.99%
$138.36 - $161.45 $10.9K - $12.8K
3.89K $576K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.97K
- 12.65%
$16.93 - $17.81 $50.2K - $52.9K
20.5K $364K
PAGP
Plains Gp Holdings LP

Energy
-730
- 6.73%
$17.24 - $21.61 $12.6K - $15.8K
10.1K $196K
ET
Energy Transfer LP

Energy
-222
- 0.33%
$15.65 - $18.93 $3.47K - $4.2K
67.9K $1.23M
FMNY
First Tr Exch Trad Fd Iii New
-1.18K
- 9.53%
$25.51 - $26.54 $30.2K - $31.4K
11.2K $291K
DVY
Ishares Tr

ETFs
-154
- 1.77%
$118.37 - $134.86 $18.2K - $20.8K
8.54K $1.13M
AEP
American Electric Power CO Inc

Utilities
-55
- 1.06%
$98.59 - $109.11 $5.42K - $6K
5.13K $532K
LMT
Lockheed Martin Corp

Industrials
-203
- 5.18%
$430.82 - $486.45 $87.5K - $98.7K
3.72K $1.72M
SO
Southern CO

Utilities
-210
- 5.42%
$84.91 - $92.56 $17.8K - $19.4K
3.66K $336K
PLD
Prologis, Inc.

Real Estate
-9
- 0.42%
$89.76 - $112.34 $808 - $1.01K
2.13K $223K
AMT
American Tower Corp

Real Estate
-101
- 4.19%
$203.96 - $228.19 $20.6K - $23K
2.31K $510K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-875
- 5.45%
$10.49 - $12.99 $9.18K - $11.4K
15.2K $193K
KO
Coca Cola CO

Consumer Defensive
-43
- 0.53%
$68.37 - $73.9 $2.94K - $3.18K
8.11K $573K
SPG
Simon Property Group Inc

Real Estate
-11
- 0.66%
$140.37 - $171.44 $1.54K - $1.89K
1.66K $267K
ADP
Automatic Data Processing Inc

Industrials
-36
- 2.19%
$276.76 - $326.81 $9.96K - $11.8K
1.61K $494K
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.17%
$335.24 - $380.78 $5.03K - $5.71K
8.95K $3.28M
FTNT
Fortinet, Inc.

Technology
-250
- 9.86%
$84.71 - $108.69 $21.2K - $27.2K
2.29K $241K
TJX
Tjx Companies Inc

Consumer Cyclical
-131
- 1.57%
$119.13 - $135.03 $15.6K - $17.7K
8.22K $1.02M
TXN
Texas Instruments Inc

Technology
-10
- 0.32%
N/A
3.14K $611K
ABT
Abbott Laboratories

Healthcare
-196
- 2.56%
$123.95 - $138.08 $24.3K - $27.1K
7.47K $1.02M
First Tr Exchange Traded Fd
-3.17K
- 6.74%
N/A
43.9K $0
Ge Vernova Inc
-9
- 0.33%
N/A
2.73K $0
Ab Active Etfs Inc
-184
- 0.78%
N/A
23.3K $0
Ge Healthcare Technologies I
-60
- 1.65%
N/A
3.59K $0
NLOK
Norton Life Lock Inc.

Technology
-25
- 0.2%
N/A
12.3K $264K
REKR
Rekor Systems, Inc.

Technology
-1.17K
- 6.26%
$0.68 - $1.6 $795 - $1.87K
17.5K $20K
UL
Unilever PLC

Consumer Defensive
-36
- 0.72%
$57.9 - $65.43 $2.08K - $2.36K
4.99K $304K
WRB
Berkley W R Corp

Financial Services
-48
- 1.1%
$64.28 - $75.17 $3.09K - $3.61K
4.31K $316K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-1.44K
- 4.9%
$19.16 - $23.81 $27.6K - $34.3K
27.9K $665K
WMB
Williams Companies, Inc.

Energy
-1.9K
- 4.44%
$54.33 - $62.87 $103K - $120K
40.9K $2.57M
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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