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CIK: 0001830817
Total reported value
$611.2M
$611.2M
218 檔
13.1%
According to the latest 13F quarterly dataset, Platform Technology Partners managed an equity portfolio of $611.2M at the end of Q4 2024, spanning 218 distinct U.S. exchange-listed positions.
In Q4 2024, Platform Technology Partners adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 218 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.81% | -0.14% | -2.82% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | -0.25% | +1.78% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.57% | -0.12% | -0.90% | |
| 4 | APO | Apollo Global Management Inc | Stock-Financials | 3.10% | -0.19% | -8.59% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | -0.04% | +0.29% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.30% | -0.13% | +230.50% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.25% | -0.01% | +26.40% | |
| 8 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 2.10% | -0.15% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | -0.14% | -3.41% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | -0.16% | -2.79% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | -0.20% | -0.02% | |
| 12 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 1.46% | -0.06% | +33.72% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +0.09% | +1.07% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.38% | — | -0.80% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.07% | -0.38% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | -0.04% | +0.64% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.04% | +0.02% | +0.74% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.15% | -1.12% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.36% | +0.13% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.18% | -2.03% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.00% | +0.13% | +27.32% | |
| 22 | BX | Blackstone Inc | Stock-Financials | 0.99% | -0.18% | -0.07% | |
| 23 | TY | Tri-continental CORP | Stock-Other | 0.94% | -0.03% | +69.00% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.02% | +0.80% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.93% | +0.13% | +9.65% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.91% | +0.02% | +1.04% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.90% | -0.14% | -0.28% | |
| 28 | FMHI | First Trust Municipal High I | ETF-Other | 0.88% | -0.02% | +1.40% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.86% | -0.04% | +31.54% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.04% | +2.30% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.85% | -0.06% | — | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.16% | -0.03% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.02% | +0.39% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.12% | -0.34% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.75% | -0.05% | -0.54% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.11% | +0.22% | |
| 37 | WMB | Williams Cos Inc | Stock-Energy | 0.70% | -0.07% | +0.58% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.16% | -4.75% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.13% | +1.07% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.13% | -2.74% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.60% | -0.04% | -21.78% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.59% | — | +0.01% | |
| 43 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 0.59% | -0.01% | -2.17% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.59% | -0.04% | -0.41% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | -0.03% | -1.35% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.04% | +2.00% | |
| 47 | GE | General Electric | Stock-Industrials | 0.56% | +0.04% | -29.05% | |
| 48 | TAFI | AB Tax Aware Short Dur Muni | ETF-Other | 0.56% | -0.06% | -0.00% | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.55% | -0.07% | +1.60% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.53% | -0.07% | +3.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EVSD | Eaton Vance Shrt Dur Inc | +2.1% | NEW | New buy |
| 2 | APO | Apollo Global Management Inc | +0.4% | -8.59% | Trim |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.4% | +26.40% | Add |
| 4 | TSLA | Tesla Inc | +0.4% | -0.80% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.4% | -0.90% | Trim |
| 6 | BA | Boeing Co/the | +0.4% | +31.54% | Add |
| 7 | TY | Tri-continental CORP | +0.3% | +69.00% | Add |
| 8 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.3% | +33.72% | Add |
| 9 | CAAA | First Trust Aaa Cmbs Etf-usd | +0.3% | NEW | New buy |
| 10 | VUG | Vanguard Growth ETF | +0.2% | +27.32% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | +0.29% | Add |
| 12 | AAPL | Apple Inc | +0.2% | -2.82% | Trim |
| 13 | NKE | Nike Inc -cl B | +0.2% | +72.25% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.07% | Add |
| 15 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -3.41% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -0.38% | Trim |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +1.04% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | +0.80% | Add |
| 21 | WMB | Williams Cos Inc | +0.1% | +0.58% | Add |
| 22 | CRM | Salesforce Inc | +0.1% | -0.41% | Trim |
| 23 | XPO | Xpo Inc | +0.1% | NEW | New buy |
| 24 | BX | Blackstone Inc | +0.1% | -0.07% | Trim |
| 25 | FSIG | Ft LTD Duration Inv Grade | +0.1% | +26.90% | Add |
| 26 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +230.50% | Add |
| 27 | DFAS | Dimensional US Small Cap ETF | +0.1% | +9.65% | Add |
| 28 | VKTX | Viking Therapeutics Inc | -0.1% | EXIT | Sold out |
| 29 | BIIB | Biogen Inc | -0.1% | EXIT | Sold out |
| 30 | CRMT | America's Car-mart Inc | -0.1% | EXIT | Sold out |
| 31 | DLN | Wisdomtree US Largecap Divid | -0.1% | -20.00% | Trim |
| 32 | VTV | Vanguard Value ETF | -0.1% | -18.57% | Trim |
| 33 | GDX | Vaneck Gold Miners ETF | -0.1% | EXIT | Sold out |
| 34 | DRVN | Driven Brands Holdings Inc | -0.1% | -62.00% | Trim |
| 35 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 36 | ABBV | Abbvie Inc | -0.1% | -9.48% | Trim |
| 37 | AMGN | Amgen Inc | -0.1% | +3.80% | Add |
| 38 | PEP | Pepsico Inc | -0.1% | -0.03% | Trim |
| 39 | RUM | Rum Group Inc | -0.1% | EXIT | Sold out |
| 40 | BIV | Vanguard Intermediate-term B | -0.1% | -21.01% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -2.74% | Trim |
| 42 | FPEI | First Trust Institutional Pr | -0.2% | -24.58% | Trim |
| 43 | LMT | Lockheed Martin CORP | -0.2% | +1.07% | Add |
| 44 | NEE | Nextera Energy Inc | -0.2% | +0.22% | Add |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -2.79% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.2% | -2.03% | Trim |
| 47 | DIS | Walt Disney Co/the | -0.2% | EXIT | Sold out |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -21.78% | Trim |
| 49 | GE | General Electric | -0.4% | -29.05% | Trim |
| 50 | JSCP | Jpmorgan Short Duration Core | -1.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Platform Technology Partners reported a total U.S. public equity portfolio value of $611.2M across 218 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 13.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
EVSD
市值: $6.9M
Top Position Liquidated / Trimmed
JSCP
前期市值: $6.0M
During Q4 2024, Platform Technology Partners's top holdings by market value included AAPL (9.8%)、MSFT (4.7%)、AMZN (3.6%). The largest single position, AAPL, represented 9.8% of total portfolio value.
In Q4 2024, Platform Technology Partners made 50 total portfolio adjustments, initiating 5 new buys, adding to 17 positions, trimming 20 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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