PT

Platform Technology Partners

13F
Platform Technology Partners
Last update 2025-05-01 235 Stocks (29 new)
Value $343.00 Mil Turnover 10 %
Countries:
Top Holdings: AAPL(9.09%)MSFT(4.00%)AMZN(3.07%)SCHD(2.44%)APO(2.40%)
Summary Stock Picks Current Portfolio
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
-17.89%
-19.40%
3,007,477.9
Hardware
MSFT 		Microsoft Corp
36,555
13,722.5
-1.61%
4.000
-0.08%
0.000
+11.63%
+8.33%
3,380,766.9
Software
AMZN 		Amazon.com Inc
55,413
10,542.8
+3.03%
3.070
+0.09%
0.000
-6.22%
-7.43%
2,156,181.2
Retail - Cyclical
SCHD 		Schwab US Dividend Equity ETF
300,053
8,389.5
+7.78%
2.440
+0.18%
0.010
-7.98%
-4.98%
67,492.1
 
APO 		Apollo Global Management Inc
60,110
8,231.5
-3.01%
2.400
-0.09%
0.010
-12.80%
-20.29%
74,757.2
Asset Management
EVSD 		Eaton Vance Short Duration Income ETF
159,612
8,101.9
+15.97%
2.360
+0.33%
3.290
+0.14%
+0.77%
246.9
 
BRK.B 		Berkshire Hathaway Inc
14,768
7,865.2
+7.46%
2.290
+0.16%
0.000
+5.19%
+11.09%
1,086,855.2
Insurance
NVDA 		NVIDIA Corp
66,206
7,175.4
-9.64%
2.090
-0.29%
0.000
-1.18%
-1.08%
3,239,399.2
Semiconductors
IVV 		iShares Core S&P 500 ETF
12,458
7,000.3
-1.06%
2.040
-0.02%
0.000
-2.84%
-0.50%
583,384.2
 
JPM 		JPMorgan Chase & Co
28,038
6,877.7
+3.24%
2.000
+0.06%
0.000
-0.74%
+9.98%
724,426.6
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 Inc2025-03-31Add
+0.73%
●
209.68 ($231.67) 247.1
$201.36
-13.08%
Add 8.78%
140,627
11,348
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.66%
●
507.05 ($540.58) 563.67
$536.02
-0.84%
Add 84.64%
9,618
4,409
FSIG 		First Trust Limited Duration Investment Grade Corporate ETF2025-03-31New Buy
+0.48%
●
18.74 ($18.92) 19.04
$18.91
-0.05%
New holding
87,578
87,578
LRCX 		Lam Research Corp2025-03-31New Buy
+0.43%
●
72.44 ($78.75) 89.02
$82.56
4.84%
New holding
20,179
20,179
TY 		Tri-Continental Corp2025-03-31Reduce
-0.35%
●
30.4 ($31.84) 32.91
$30.97
-2.73%
Reduce -36.94%
61,500
-36,031
FTRB 		Federated Hermes Total Return Bond ETF2025-03-31Add
+0.34%
●
24.39 ($24.86) 25.22
$24.71
-0.60%
Add 23.61%
241,890
46,203
EVSD 		Eaton Vance Short Duration Income ETF2025-03-31Add
+0.33%
●
50.36 ($50.72) 50.99
$50.85
0.26%
Add 15.97%
159,612
21,984
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.29%
●
106.98 ($126.74) 149.43
$132.83
4.81%
Reduce -9.64%
66,206
-7,064
TMO 		Thermo Fisher Scientific Inc2025-03-31Add
+0.29%
●
497.6 ($541.6) 606.74
$400.48
-26.06%
Add 453.56%
2,491
2,041
TSLA 		Tesla Inc2025-03-31Add
+0.28%
●
222.15 ($333.26) 428.22
$341.04
2.33%
Add 32.37%
14,956
3,657

Platform Technology Partners Total Holding History ($B)

To

Platform Technology Partners's Asset Allocation

To

Platform Technology Partners Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Platform Technology Partners's Holdings Bubble Chart

Platform Technology Partners News

  • 1

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