Platform Technology Partners Portfolio Holdings

Platform Technology Partners

  • $321 Million
  • Q1 2025

Platform Technology Partners has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $321 Million distributed in 235 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.2M, Microsoft Corp with a value of $13.7M, Amazon Com Inc with a value of $10.5M, Schwab Strategic Tr Us Dividen with a value of $8.39M, and Apollo Global Management, Inc. with a value of $8.23M.

Examining the 13F form we can see an increase of $9.41M in the current position value, from $312M to 321M.

Below you can find more details about Platform Technology Partners portfolio as well as his latest detailed transactions.

Portfolio value $321 Million
ETFs: $72.9 Million
Technology: $62.5 Million
Financial Services: $50.3 Million
Consumer Cyclical: $27.6 Million
Healthcare: $23.6 Million
Industrials: $20.1 Million
Consumer Defensive: $18.3 Million
Communication Services: $17.5 Million
Other: $25.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$31.2 Million 9.72% of portfolio
140,627
Q1 2025 Added 8.78%
$3.77T
$13.7 Million 4.27% of portfolio
36,555
Q1 2025 Reduced 1.61%
$2.32T
$10.5 Million 3.28% of portfolio
55,413
Q1 2025 Added 3.03%
$89.8B
$8.23 Million 2.56% of portfolio
60,110
Q1 2025 Reduced 3.01%
$622B
$7.87 Million 2.45% of portfolio
14,768
Q1 2025 Added 7.46%
$416B
$7.18 Million 2.23% of portfolio
66,206
Q1 2025 Reduced 9.64%
$855B
$6.88 Million 2.14% of portfolio
28,038
Q1 2025 Added 3.24%
$1.58T
$5.54 Million 1.72% of portfolio
9,617
Q1 2025 Added 1.42%
$575B
$4.03 Million 1.25% of portfolio
11,496
Q1 2025 Added 17.62%
$294B
$3.96 Million 1.23% of portfolio
23,659
Q1 2025 Added 3.0%
$1.05T
$3.88 Million 1.21% of portfolio
14,956
Q1 2025 Added 32.37%
$1.14T
$3.71 Million 1.15% of portfolio
23,996
Q1 2025 Reduced 0.9%
$439B
$3.66 Million 1.14% of portfolio
22,054
Q1 2025 Reduced 3.73%
$1.17T
$3.61 Million 1.12% of portfolio
23,083
Q1 2025 Added 1.86%
$417B
$3.47 Million 1.08% of portfolio
3,664
Q1 2025 Reduced 1.08%
$219B
$3.31 Million 1.03% of portfolio
24,998
Q1 2025 Reduced 2.25%
$120B
$3.14 Million 0.98% of portfolio
22,432
Q1 2025 Added 18.27%
$239B
$2.89 Million 0.9% of portfolio
5,282
Q1 2025 Added 0.3%
$375B
$2.87 Million 0.89% of portfolio
16,825
Q1 2025 Added 10.23%
$136B
$2.79 Million 0.87% of portfolio
16,358
Q1 2025 Added 1.48%
$116B
$2.76 Million 0.86% of portfolio
9,134
Q1 2025 Added 1.84%
$220B
$2.69 Million 0.84% of portfolio
8,617
Q1 2025 Added 0.41%
$152B
$2.68 Million 0.83% of portfolio
37,741
Q1 2025 Added 13.93%
$69.9B
$2.56 Million 0.8% of portfolio
42,838
Q1 2025 Added 0.81%
$201B
$2.52 Million 0.78% of portfolio
16,785
Q1 2025 Reduced 2.41%
$141B
$2.45 Million 0.76% of portfolio
10,390
Q1 2025 Added 24.36%
$283B
$2.21 Million 0.69% of portfolio
11,039
Q1 2025 Reduced 0.16%
$111B
$2.2 Million 0.68% of portfolio
22,410
Q1 2025 Added 4.36%
$260B
$2.2 Million 0.68% of portfolio
25,036
Q1 2025 Added 3.09%
$267B
$2.14 Million 0.67% of portfolio
4,095
Q1 2025 Added 3.02%
$331B
$2.11 Million 0.66% of portfolio
10,059
Q1 2025 Added 9.28%
$93B
$2.11 Million 0.66% of portfolio
17,283
Q1 2025 Added 2.78%
$164B
$2.11 Million 0.66% of portfolio
6,768
Q1 2025 Added 0.01%
$738B
$2.09 Million 0.65% of portfolio
2,534
Q1 2025 Added 17.04%
$122B
$1.93 Million 0.6% of portfolio
21,444
Q1 2025 Added 2.35%
$0
$1.89 Million 0.59% of portfolio
61,500
Q1 2025 Reduced 36.94%
$169B
$1.82 Million 0.57% of portfolio
3,591
Q1 2025 Added 2.34%
$264B
$1.79 Million 0.56% of portfolio
6,686
Q1 2025 Added 14.9%
$452B
$1.81 Million 0.56% of portfolio
15,221
Q1 2025 Added 5.9%
$533B
$1.76 Million 0.55% of portfolio
3,203
Q1 2025 Reduced 0.96%
$108B
$1.75 Million 0.54% of portfolio
3,920
Q1 2025 Reduced 5.9%
$95B
$1.58 Million 0.49% of portfolio
24,927
Q1 2025 Added 8.53%
$74B
$1.55 Million 0.48% of portfolio
16,507
Q1 2025 Added 4.14%
$118B
$1.52 Million 0.47% of portfolio
14,480
Q1 2025 Added 4.12%
$642B
$1.45 Million 0.45% of portfolio
10,371
Q1 2025 Added 1.59%
$102B
$1.44 Million 0.45% of portfolio
23,538
Q1 2025 Reduced 2.7%
$68.2B
$1.43 Million 0.44% of portfolio
41,888
Q1 2025 Added 69.19%
$180B
$1.43 Million 0.44% of portfolio
31,513
Q1 2025 Added 0.79%
$253B
$1.38 Million 0.43% of portfolio
5,532
Q1 2025 Added 63.67%

Summary

  • Portfolio
  • No. of Stocks 235
  • Current Value $321 Million
  • Prior Value $312 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 28 stocks
  • Additional Purchases 128 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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