Platform Technology Partners 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PT Platform Technology Partners | Institutional Filer | ▲ 10.25% | $517.7M | 342 |
Current Portfolio Holdings
Showing all 342 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 150K | $38.2M | 7.38% |
| 2 | NVDA | NVIDIA Corporation | Technology | 131K | $22.8M | 4.40% |
| 3 | MSFT | Microsoft Corporation | Technology | 43K | $15.8M | 3.05% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 69K | $14.3M | 2.76% |
| 5 | EVSD | MORGAN STANLEY ETF TRUST | — | 260K | $13.3M | 2.56% |
| 6 | FTRB | FEDERATED HERMES ETF TRUST | — | 481K | $12.1M | 2.34% |
| 7 | SCHD | SCHWAB STRATEGIC TR | — | 382K | $11.7M | 2.26% |
| 8 | IVV | ISHARES TR | — | 16K | $10.2M | 1.97% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 31K | $9.2M | 1.78% |
| 10 | GOOGL | Alphabet Inc. | Technology | 29K | $8.4M | 1.63% |
| 11 | HEDG | SERIES PORTFOLIOS TR | — | 280K | $8.1M | 1.57% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 16K | $7.9M | 1.52% |
| 13 | META | Meta Platforms, Inc. | Technology | 13K | $7.7M | 1.49% |
| 14 | GOOG | Alphabet Inc. | Technology | 26K | $7.4M | 1.42% |
| 15 | APO | Apollo Global Management, Inc. | Financial Services | 65K | $7.2M | 1.40% |
Showing 1 to 15 of 342 holdings