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CIK: 0001830817
Total reported value
$611.2M
$611.2M
235 檔
11.8%
As reported in its official Q1 2025 Form 13F filing, Platform Technology Partners's tracked investment portfolio stood at $611.2M with 235 total positions.
In Q1 2025, Platform Technology Partners displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.09% | -0.14% | +8.78% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.00% | -0.25% | -1.61% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.07% | -0.12% | +3.03% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.44% | -0.13% | +7.78% | |
| 5 | APO | Apollo Global Management Inc | Stock-Financials | 2.40% | -0.19% | -3.01% | |
| 6 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 2.36% | -0.15% | +15.97% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.29% | -0.16% | +7.46% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | -0.04% | -9.64% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | -0.01% | -1.06% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | -0.14% | +3.24% | |
| 11 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 1.76% | -0.06% | +23.61% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.20% | +1.42% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.04% | +84.64% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | +0.02% | +17.62% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | -0.04% | -0.01% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.15% | -0.36% | +3.00% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | — | +32.37% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.09% | -0.90% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.18% | -3.73% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | +0.07% | +1.86% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.15% | -1.08% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.97% | +0.13% | +12.25% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -0.14% | -2.25% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | +0.02% | +1.75% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.91% | -0.18% | +18.27% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.87% | +0.13% | +5.98% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.84% | +0.02% | +0.30% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.02% | +10.23% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.06% | — | |
| 30 | FMHI | First Trust Municipal High I | ETF-Other | 0.83% | -0.02% | -1.66% | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.81% | -0.04% | +1.48% | |
| 32 | CB | Chubb Limited | Stock-Financials | 0.80% | -0.05% | +1.84% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | -0.12% | +0.41% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.78% | -0.11% | +13.93% | |
| 35 | WMB | Williams Cos Inc | Stock-Energy | 0.75% | -0.07% | +0.81% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.16% | -2.41% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.71% | -0.03% | +24.36% | |
| 38 | GE | General Electric | Stock-Industrials | 0.64% | +0.04% | -0.16% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.64% | — | +4.36% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.16% | +3.09% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.13% | +3.02% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.61% | -0.07% | +0.01% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.61% | -0.07% | +2.78% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.01% | +9.28% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.17% | +17.04% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.28% | +24.22% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 0.56% | -0.06% | +2.35% | |
| 48 | TY | Tri-continental CORP | Stock-Other | 0.55% | -0.03% | -36.94% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.04% | -6.82% | |
| 50 | TAFI | AB Tax Aware Short Dur Muni | ETF-Other | 0.54% | -0.06% | +0.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 5 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 6 | EVSD | Eaton Vance Shrt Dur Inc | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 11 | FTRB | Fed Hermes Ttl Rtrn Bnd | — | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 13 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 16 | CVX | Chevron CORP | — | NEW | New buy |
| 17 | TSLA | Tesla Inc | — | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 19 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 20 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 21 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 22 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 23 | RTX | Rtx CORP | — | NEW | New buy |
| 24 | HD | Home Depot Inc | — | NEW | New buy |
| 25 | BX | Blackstone Inc | — | NEW | New buy |
| 26 | DFAS | Dimensional US Small Cap ETF | — | NEW | New buy |
| 27 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 28 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 29 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 30 | FMHI | First Trust Municipal High I | — | NEW | New buy |
| 31 | BA | Boeing Co/the | — | NEW | New buy |
| 32 | CB | Chubb Limited | — | NEW | New buy |
| 33 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 34 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 35 | WMB | Williams Cos Inc | — | NEW | New buy |
| 36 | PEP | Pepsico Inc | — | NEW | New buy |
| 37 | UNP | Union Pacific CORP | — | NEW | New buy |
| 38 | GE | General Electric | — | NEW | New buy |
| 39 | SBUX | Starbucks CORP | — | NEW | New buy |
| 40 | WMT | Walmart Inc | — | NEW | New buy |
| 41 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 42 | AMGN | Amgen Inc | — | NEW | New buy |
| 43 | DUK | Duke Energy CORP | — | NEW | New buy |
| 44 | ABBV | Abbvie Inc | — | NEW | New buy |
| 45 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 46 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 47 | MDT | Medtronic plc | — | NEW | New buy |
| 48 | TY | Tri-continental CORP | — | NEW | New buy |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 50 | TAFI | AB Tax Aware Short Dur Muni | — | NEW | New buy |
According to official SEC Form 13F filings, Platform Technology Partners reported a total U.S. public equity portfolio value of $611.2M across 235 disclosed positions in Q1 2025.
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 11.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $31.2M
During Q1 2025, Platform Technology Partners's top holdings by market value included AAPL (9.1%)、MSFT (4.0%)、AMZN (3.1%). The largest single position, AAPL, represented 9.1% of total portfolio value.
In Q1 2025, Platform Technology Partners made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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