PT
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Platform Technology Partners13F | |
| Platform Technology Partners | |
| Last update 2025-05-01 | 235 Stocks (29 new) |
| Value $343.00 Mil | Turnover 10 % |
Platform Technology Partners Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 140,627 | 31,237.4 | +8.78% | 9.090 | +0.73% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 36,555 | 13,722.5 | -1.61% | 4.000 | -0.08% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 55,413 | 10,542.8 | +3.03% | 3.070 | +0.09% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
SCHD | Schwab US Dividend Equity ETF | 300,053 | 8,389.5 | +7.78% | 2.440 | +0.18% | 0.010 | +6.29% | -1.10% | 70,469.5 | ||
APO | Apollo Global Management Inc | 60,110 | 8,231.5 | -3.01% | 2.400 | -0.09% | 0.010 | +20.32% | -7.38% | 86,867.1 | Asset Management | |
EVSD |
Eaton Vance Short Duration Income ETF
Eaton Vance Short Duration Income ETF
| 159,612 | 8,101.9 | +15.97% | 2.360 | +0.33% | 3.290 | +0.65% | +1.29% | 248.1 | ||
BRK.B | Berkshire Hathaway Inc | 14,768 | 7,865.2 | +7.46% | 2.290 | +0.16% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
NVDA | NVIDIA Corp | 66,206 | 7,175.4 | -9.64% | 2.090 | -0.29% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 12,458 | 7,000.3 | -1.06% | 2.040 | -0.02% | 0.000 | +19.29% | +7.13% | 634,518.9 | ||
JPM | JPMorgan Chase & Co | 28,038 | 6,877.7 | +3.24% | 2.000 | +0.06% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks |
Platform Technology Partners's Historical Top Holdings Breakdowns
Platform Technology Partners's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.73% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Add 8.78% | 140,627 | 11,348 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.66% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 84.64% | 9,618 | 4,409 | |
FSIG |
First Trust Limited Duration Investment Grade Corporate ETF
First Trust Limited Duration Investment Grade Corporate ETF
| 2025-03-31 | New Buy New Buy | +0.48% | 18.74 ($18.92) 19.04 | $19.11 | 1.00% | New holding | 87,578 | 87,578 | |
LRCX | Lam Research Corp | 2025-03-31 | New Buy New Buy | +0.43% | 72.44 ($78.75) 89.02 | $100.66 | 27.82% | New holding | 20,179 | 20,179 | |
TY | Tri-Continental Corp | 2025-03-31 | Reduce Reduce | -0.35% | 30.4 ($31.84) 32.91 | $32.17 | 1.04% | Reduce -36.94% | 61,500 | -36,031 | |
FTRB |
Federated Hermes Total Return Bond ETF
Federated Hermes Total Return Bond ETF
| 2025-03-31 | Add Add | +0.34% | 24.39 ($24.86) 25.22 | $24.93 | 0.30% | Add 23.61% | 241,890 | 46,203 | |
EVSD |
Eaton Vance Short Duration Income ETF
Eaton Vance Short Duration Income ETF
| 2025-03-31 | Add Add | +0.33% | 50.36 ($50.72) 50.99 | $51.12 | 0.79% | Add 15.97% | 159,612 | 21,984 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.29% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -9.64% | 66,206 | -7,064 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | Add Add | +0.29% | 497.6 ($541.6) 606.74 | $414.75 | -23.42% | Add 453.56% | 2,491 | 2,041 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +0.28% | 222.15 ($333.26) 428.22 | $329.65 | -1.08% | Add 32.37% | 14,956 | 3,657 |
Platform Technology Partners Total Holding History ($B)
Platform Technology Partners's Asset Allocation
Platform Technology Partners Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Platform Technology Partners's Hypothetical Growth since 2025-03-31
Platform Technology Partners's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Platform Technology Partners's Holdings Heat Map
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Platform Technology Partners's Holdings Bubble Chart
Platform Technology Partners News
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