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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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