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 Market Cap. of Under $50 Millions
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