Platform Technology Partners
CIK:0001830817
Investment Adviser
$937M AUM
259 holdings
New York, NY, USA
Platform Technology Partners provides investment supervisory and advisory services, including financial consultation, to clients such as individuals, pension plans, trusts, and corporations. The firm manages portfolios consisting of publicly traded securities, including stocks, bonds, and mutual funds.
Investment Strategy
Primarily manages portfolios of publicly traded securities, including common stocks, bonds, and mutual funds. The firm also considers switching holdings to lower-cost share classes.
Top Buys
N
NVDANVIDIA CORPORATION+$4.1M
M
MSFTMICROSOFT CORP+$4.0M
I
IBITISHARES BITCOIN TRUST ETF+$2.0M
A
AMZNAMAZON COM INC+$1.9M
M
METAMETA PLATFORMS INC+$1.8M
Top Sells
A
AAPLAPPLE INC-$2.7M
U
UNHUNITEDHEALTH GROUP INC-$692.8K
B
BRK-BBERKSHIRE HATHAWAY INC DEL-$657.9K
F
FMHIFIRST TR EXCH TRADED FD III-$528.9K
B
BMYBRISTOL-MYERS SQUIBB CO-$358.6K
Top Holdings
A
AAPLAPPLE INC+7.5%$28.6M
M
MSFTMICROSOFT CORP+4.6%$17.8M
A
AMZNAMAZON COM INC+3.2%$12.4M
N
NVDANVIDIA CORPORATION+2.9%$11.2M
A
APOAPOLLO GLOBAL MGMT INC+2.6%$9.8M
Equity Positions (256)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.46% | $28.6M | 139,180 | $217.37 | $205.17 | -$2.7M |
M MSFT | MICROSOFT CORP | 4.64% | $17.8M | 35,710 | $456.11 | $497.41 | +$4.0M |
A AMZN | AMAZON COM INC | 3.24% | $12.4M | 56,554 | $197.45 | $219.39 | +$1.9M |
N NVDA | NVIDIA CORPORATION | 2.94% | $11.2M | 71,148 | $126.67 | $157.99 | +$4.1M |
A APO | APOLLO GLOBAL MGMT INC | 2.56% | $9.8M | 69,071 | $121.93 | $141.87 | +$1.6M |
Industry Allocation
ELECTRONIC COMPUTERS
+7.5%
SERVICES-PREPACKAGED SOFTWARE
+6.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.3%
SEMICONDUCTORS & RELATED DEVICES
+3.7%
PHARMACEUTICAL PREPARATIONS
+3.6%