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Size ($ in 1000's)
At 12/31/2023: $250,889
At 09/30/2023: $215,355
Platform Technology Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Platform Technology Partners 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Platform Technology Partners top holdings by largest position size, as per the latest 13f filing made by Platform Technology Partners.
In the Platform Technology Partners-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Platform Technology Partners in that top holding, then the share count change between reporting periods, and finally the Platform Technology Partners top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
124,255 |
-3,696 |
$23,254 | | AAPL | 124,255 | -3,696 | $23,254 | | MICROSOFT CORP |
39,237 |
+1,671 |
$16,294 | | MSFT | 39,237 | +1,671 | $16,294 | | AMAZON COM INC |
50,380 |
-1,561 |
$7,655 | | AMZN | 50,380 | -1,561 | $7,655 | | APOLLO GLOBAL MGMT INC |
71,753 |
-4,346 |
$6,687 | | APO | 71,753 | -4,346 | $6,687 |  BERKSHIRE HATHAWAY INC DEL |
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$5,554 | | BRK.B | 13,966 | +623 | $5,554 | | SCHWAB STRATEGIC TR |
66,478 |
+21,940 |
$5,136 | | SCHD | 66,478 | +21,940 | $5,136 | | JPMORGAN CHASE & CO |
28,249 |
+953 |
$4,966 | | JPM | 28,249 | +953 | $4,966 | | NVIDIA CORPORATION |
8,415 |
-625 |
$4,167 | | NVDA | 8,415 | -625 | $4,167 | | JOHNSON & JOHNSON |
22,889 |
+4,414 |
$3,613 | | JNJ | 22,889 | +4,414 | $3,613 | | META PLATFORMS INC |
10,108 |
-340 |
$3,578 | | META | 10,108 | -340 | $3,578 | | ISHARES TR (SHY) |
42,882 |
-8,789 |
$3,509 | | SHY | 42,882 | -8,789 | $3,509 | | ALPHABET INC |
22,880 |
+1,161 |
$3,403 | | GOOG | 22,880 | +1,161 | $3,403 | | SPDR S&P 500 ETF TR (SPY) |
6,562 |
+179 |
$3,287 | | SPY | 6,562 | +179 | $3,287 | | ALPHABET INC |
22,023 |
+1,254 |
$3,249 | | GOOGL | 22,023 | +1,254 | $3,249 | | J P MORGAN EXCHANGE TRADED F (JSCP) |
69,670 |
+42,276 |
$3,229 | | JSCP | 69,670 | +42,276 | $3,229 | | ISHARES TR (IVV) |
5,784 |
+1,096 |
$2,912 | | IVV | 5,784 | +1,096 | $2,912 | | FIRST TR EXCH TRADED FD III (FMHI) |
58,402 |
+593 |
$2,796 | | FMHI | 58,402 | +593 | $2,796 | | HOME DEPOT INC |
7,643 |
+482 |
$2,793 | | HD | 7,643 | +482 | $2,793 | | TESLA INC |
11,097 |
+725 |
$2,757 | | TSLA | 11,097 | +725 | $2,757 | | PEPSICO INC |
15,501 |
+1,711 |
$2,645 | | PEP | 15,501 | +1,711 | $2,645 | | COSTCO WHSL CORP NEW |
3,656 |
-23 |
$2,641 | | COST | 3,656 | -23 | $2,641 | | VANGUARD INDEX FDS (VOO) |
5,547 |
+127 |
$2,554 | | VOO | 5,547 | +127 | $2,554 | | VANGUARD WHITEHALL FDS (VYM) |
21,996 |
UNCH |
$2,500 | | VYM | 21,996 | UNCH | $2,500 | | RTX CORPORATION |
26,437 |
+3,544 |
$2,409 | | RTX | 26,437 | +3,544 | $2,409 | | VISA INC |
8,755 |
-1,214 |
$2,408 | | V | 8,755 | -1,214 | $2,408 | | MCDONALDS CORP |
8,166 |
+549 |
$2,364 | | MCD | 8,166 | +549 | $2,364 | | BLACKSTONE INC |
17,535 |
-881 |
$2,281 | | BX | 17,535 | -881 | $2,281 | | CHUBB LIMITED |
8,992 |
+564 |
$2,230 | | CB | 8,992 | +564 | $2,230 | | BOEING CO |
8,538 |
+42 |
$2,226 | | BA | 8,538 | +42 | $2,226 | | VANGUARD BD INDEX FDS (BIV) |
29,135 |
-8,449 |
$2,192 | | BIV | 29,135 | -8,449 | $2,192 | | GENERAL ELECTRIC CO |
15,543 |
-536 |
$2,179 | | GE | 15,543 | -536 | $2,179 | | UNION PAC CORP |
8,696 |
-460 |
$2,151 | | UNP | 8,696 | -460 | $2,151 | | PROCTER AND GAMBLE CO |
13,514 |
+688 |
$2,123 | | PG | 13,514 | +688 | $2,123 | | MASTERCARD INCORPORATED |
4,580 |
+71 |
$2,101 | | MA | 4,580 | +71 | $2,101 | | CHEVRON CORP NEW |
13,575 |
+1,903 |
$2,064 | | CVX | 13,575 | +1,903 | $2,064 | | UNITEDHEALTH GROUP INC |
3,947 |
-1,256 |
$2,043 | | UNH | 3,947 | -1,256 | $2,043 | | GOLDMAN SACHS GROUP INC |
5,113 |
+556 |
$2,007 | | GS | 5,113 | +556 | $2,007 | | FIRST TR EXCH TRADED FD III (FPEI) |
107,968 |
-22,772 |
$1,945 | | FPEI | 107,968 | -22,772 | $1,945 | | AB ACTIVE ETFS INC (TAFI) |
75,162 |
+4,393 |
$1,885 | | TAFI | 75,162 | +4,393 | $1,885 | | AMGEN INC |
6,267 |
+437 |
$1,845 | | AMGN | 6,267 | +437 | $1,845 | | NEXTERA ENERGY INC |
31,960 |
+17,571 |
$1,839 | | NEE | 31,960 | +17,571 | $1,839 | | MEDTRONIC PLC |
21,451 |
+8,430 |
$1,825 | | MDT | 21,451 | +8,430 | $1,825 | | DIMENSIONAL ETF TRUST (DFAS) |
28,195 |
+8,582 |
$1,692 | | DFAS | 28,195 | +8,582 | $1,692 | | TRIMTABS ETF TR (TTAC) |
28,163 |
+756 |
$1,674 | | TTAC | 28,163 | +756 | $1,674 | | STARBUCKS CORP |
16,938 |
+2,303 |
$1,617 | | SBUX | 16,938 | +2,303 | $1,617 | | LOCKHEED MARTIN CORP |
3,676 |
+416 |
$1,574 | | LMT | 3,676 | +416 | $1,574 | | SALESFORCE INC |
5,332 |
+859 |
$1,532 | | CRM | 5,332 | +859 | $1,532 | | WILLIAMS COS INC |
43,462 |
+4,944 |
$1,502 | | WMB | 43,462 | +4,944 | $1,502 | | WALMART INC |
8,805 |
-126 |
$1,500 | | WMT | 8,805 | -126 | $1,500 | | ABBVIE INC |
9,593 |
-233 |
$1,487 | | ABBV | 9,593 | -233 | $1,487 |
See Full List: All Stocks Held By Platform Technology Partners
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Platform Technology Partners
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