Platform Technology Partners
CIK Number: 0001830817
Main Sectors:
Top Industries:
Filing Date: May 1, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 232.81 | -0.22% | 140.63K | +8.78% | 31.24M | 217.37 | 9.09% | Share |
| 2 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 36.55K | -1.61% | 13.72M | 456.11 | 4.00% | Share |
| 3 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 55.41K | +3.03% | 10.54M | 197 | 3.07% | Share |
| 4 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 300.05K | +7.78% | 8.39M | 26.23 | 2.44% | Share |
| 5 | APO | Apollo Global M... | 140.68 | -0.19% | 60.11K | -3.01% | 8.23M | 118.95 | 2.40% | Share |
| 6 | EVSD | Eaton Vance Sho... | 51.32 | -0.09% | 159.61K | +15.97% | 8.1M | 50.51 | 2.36% | Share |
| 7 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 14.77K | +7.46% | 7.87M | 414.81 | 2.29% | Share |
| 8 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 66.21K | -9.64% | 7.18M | 124.33 | 2.09% | Share |
| 9 | IVV | iShares Core S&... | 648.15 | +0.01% | 12.46K | -1.06% | 7M | 558.62 | 2.04% | Share |
| 10 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 28.04K | +3.24% | 6.88M | 206.7 | 2.00% | Share |
| 11 | FTRB | Federated Herme... | 25.21 | -0.06% | 241.89K | +23.61% | 6.06M | 24.94 | 1.76% | Share |
| 12 | META | Meta Platforms,... | 781.96 | +0.24% | 9.62K | +1.42% | 5.54M | 505.69 | 1.61% | Share |
| 13 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 9.62K | +84.64% | 4.94M | 507.53 | 1.44% | Share |
| 14 | V | Visa Inc. | 345.40 | +0.83% | 11.5K | +17.62% | 4.03M | 276.8 | 1.17% | Share |
| 15 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 7.12K | -0.01% | 3.98M | 545.77 | 1.16% | Share |
| 16 | CVX | Chevron Corpora... | 155.20 | -0.43% | 23.66K | +3.00% | 3.96M | 155.17 | 1.15% | Share |
| 17 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 14.96K | +32.37% | 3.88M | 221.91 | 1.13% | Share |
| 18 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 24K | -0.9% | 3.71M | 182.84 | 1.08% | Share |
| 19 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 22.05K | -3.73% | 3.66M | 146.44 | 1.06% | Share |
| 20 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 23.08K | +1.86% | 3.61M | 183.97 | 1.05% | Share |
| 21 | COST | Costco Wholesal... | 975.42 | -0.35% | 3.66K | -1.08% | 3.47M | 845.67 | 1.01% | Share |
| 22 | VUG | Vanguard Growth... | 463.54 | +0.15% | 8.99K | +12.25% | 3.33M | 383.52 | 0.97% | Share |
| 23 | RTX | RTX Corporation | 155.06 | -0.42% | 25K | -2.25% | 3.31M | 99.55 | 0.96% | Share |
| 24 | HD | The Home Depot,... | 400.32 | -1.68% | 8.96K | +1.75% | 3.28M | 337.09 | 0.96% | Share |
| 25 | BX | Blackstone Inc. | 174.53 | -1.17% | 22.43K | +18.27% | 3.14M | 126.02 | 0.91% | Share |
| 26 | DFAS | Dimensional U.S... | 66.72 | -1.28% | 50.13K | +5.98% | 3M | 60.68 | 0.87% | Share |
| 27 | GS | The Goldman Sac... | 746.99 | +0.31% | 5.28K | +0.30% | 2.89M | 465.02 | 0.84% | Share |
| 28 | PG | The Procter & G... | 153.70 | -1.1% | 16.82K | +10.23% | 2.87M | 163.45 | 0.83% | Share |
| 29 | VYM | Vanguard High D... | 137.35 | -0.17% | 22K | 0.00% | 2.84M | 118.34 | 0.83% | Share |
| 30 | FMHI | First Trust Mun... | 46.32 | -0.2% | 59.33K | -1.66% | 2.84M | 48.29 | 0.83% | Share |
| 31 | BA | The Boeing Comp... | 233.18 | -0.08% | 16.36K | +1.48% | 2.79M | 178.27 | 0.81% | Share |
| 32 | CB | Chubb Limited | 275.69 | +0.24% | 9.13K | +1.84% | 2.76M | 255.67 | 0.80% | Share |
| 33 | MCD | McDonald's Corp... | 308.84 | +1.24% | 8.62K | +0.41% | 2.69M | 250.54 | 0.78% | Share |
| 34 | NEE | NextEra Energy,... | 72.22 | -0.1% | 37.74K | +13.93% | 2.68M | 70.02 | 0.78% | Share |
| 35 | WMB | The Williams Co... | 57.34 | -0.9% | 42.84K | +0.81% | 2.56M | 42.6 | 0.75% | Share |
| 36 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 16.79K | -2.41% | 2.52M | 162.89 | 0.73% | Share |
| 37 | UNP | Union Pacific C... | 221.35 | -0.82% | 10.39K | +24.36% | 2.45M | 227.09 | 0.71% | Share |
| 38 | GE | GE Aerospace | 269.72 | +0.32% | 11.04K | -0.16% | 2.21M | 158.97 | 0.64% | Share |
| 39 | SBUX | Starbucks Corpo... | 93.05 | -1.2% | 22.41K | +4.36% | 2.2M | 80.09 | 0.64% | Share |
| 40 | WMT | Walmart Inc. | 100.84 | -0.15% | 25.04K | +3.09% | 2.2M | 68.09 | 0.64% | Share |
| 41 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 4.09K | +3.02% | 2.15M | 495.5 | 0.62% | Share |
| 42 | AMGN | Amgen Inc. | 290.28 | +0.33% | 6.77K | +0.01% | 2.11M | 309.2 | 0.61% | Share |
| 43 | DUK | Duke Energy Cor... | 124.26 | -1.15% | 17.28K | +2.78% | 2.11M | 100.22 | 0.61% | Share |
| 44 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 10.06K | +9.28% | 2.11M | 173.69 | 0.61% | Share |
| 45 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 2.53K | +17.04% | 2.09M | 900.76 | 0.61% | Share |
| 46 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 6.97K | +24.22% | 2.01M | 232.12 | 0.58% | Share |
| 47 | MDT | Medtronic plc | 91.95 | -1.03% | 21.44K | +2.35% | 1.93M | 77.42 | 0.56% | Share |
| 48 | TY | Tri-Continental... | 33.17 | -0.15% | 61.5K | -36.94% | 1.89M | 32.49 | 0.55% | Share |
| 49 | SHY | iShares 1-3 Yea... | 82.70 | -0.11% | 22.66K | -6.82% | 1.87M | 81.31 | 0.55% | Share |
| 50 | TAFI | Alliance Bernst... | 25.21 | -0.04% | 73.76K | +0.00% | 1.85M | 24.89 | 0.54% | Share |
| 51 | SPGI | S&P Global Inc. | 564.10 | +0.27% | 3.59K | +2.34% | 1.82M | 449.12 | 0.53% | Share |
| 52 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 15.22K | +5.90% | 1.81M | 113.58 | 0.53% | Share |
| 53 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 6.69K | +14.90% | 1.79M | 257.79 | 0.52% | Share |
| 54 | MA | Mastercard Inco... | 583.65 | +0.99% | 3.2K | -0.96% | 1.76M | 437.61 | 0.51% | Share |
| 55 | LMT | Lockheed Martin... | 437.38 | -1.17% | 3.92K | -5.9% | 1.75M | 467.18 | 0.51% | Share |
| 56 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 3.62K | +0.14% | 1.7M | 482.75 | 0.49% | Share |
| 57 | FSIG | First Trust Lim... | 19.18 | -0.08% | 87.58K | +3.47% | 1.66M | 18.87 | 0.48% | Share |
| 58 | NKE | NIKE, Inc. | 76.39 | -1.04% | 24.93K | +8.53% | 1.58M | 75.7 | 0.46% | Share |
| 59 | HGER | Harbor All-Weat... | 24.34 | -0.04% | 65.65K | +22.02% | 1.58M | 22.81 | 0.46% | Share |
| 60 | CL | Colgate-Palmoli... | 84.62 | -1.99% | 16.51K | +4.14% | 1.55M | 95.35 | 0.45% | Share |
| 61 | COP | ConocoPhillips | 95.63 | -0.26% | 14.48K | +4.12% | 1.52M | 113.25 | 0.44% | Share |
| 62 | LRCX | Lam Research Co... | 107.35 | +0.57% | 20.18K | +100.00% | 1.47M | 72.7 | 0.43% | Share |
| 63 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 10.37K | +1.59% | 1.45M | 143.37 | 0.42% | Share |
| 64 | BMY | Bristol-Myers S... | 47.81 | -0.08% | 23.54K | -2.7% | 1.44M | 41.34 | 0.42% | Share |
| 65 | EPD | Enterprise Prod... | 31.93 | +0.57% | 41.89K | +69.19% | 1.43M | 31.1 | 0.42% | Share |
| 66 | VZ | Verizon Communi... | 43.49 | -0.49% | 31.51K | +0.79% | 1.43M | 42.12 | 0.42% | Share |
| 67 | IBM | International B... | 237.04 | -1.26% | 5.53K | +63.67% | 1.38M | 203.72 | 0.40% | Share |
| 68 | MRK | Merck & Co., In... | 82.74 | +0.04% | 14.71K | +13.89% | 1.32M | 121.51 | 0.38% | Share |
| 69 | FPEI | First Trust Ins... | 19.20 | -0.03% | 70.22K | +7.29% | 1.31M | 18.38 | 0.38% | Share |
| 70 | PM | Philip Morris I... | 165.25 | -0.38% | 8.07K | +0.89% | 1.28M | 104.59 | 0.37% | Share |
| 71 | DES | WisdomTree U.S.... | 33.22 | -0.94% | 39.78K | 0.00% | 1.27M | 30.89 | 0.37% | Share |
| 72 | VEA | Vanguard Develo... | 58.60 | -0.18% | 24.97K | +0.90% | 1.27M | 49.26 | 0.37% | Share |
| 73 | ET | Energy Transfer... | 17.38 | -0.66% | 68.13K | +1.24% | 1.27M | 16.41 | 0.37% | Share |
| 74 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 2.49K | +453.56% | 1.24M | 505.57 | 0.36% | Share |
| 75 | STZ | Constellation B... | 169.54 | -0.49% | 6.63K | +9.34% | 1.22M | 248.93 | 0.35% | Share |
| 76 | RDVY | First Trust Ris... | 65.38 | -0.29% | 20.3K | +3.71% | 1.19M | 56.31 | 0.35% | Share |
| 77 | IHDG | WisdomTree Inte... | 45.23 | +0.30% | 27.28K | +4.40% | 1.18M | 45.08 | 0.34% | Share |
| 78 | DVY | iShares Select ... | 138.75 | -0.41% | 8.7K | 0.00% | 1.17M | 120.31 | 0.34% | Share |
| 79 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 1.25K | -11.27% | 1.17M | 673.61 | 0.34% | Share |
| 80 | CLX | The Clorox Comp... | 121.58 | -1.07% | 7.75K | +4.24% | 1.14M | 136.4 | 0.33% | Share |
| 81 | VTV | Vanguard Value ... | 180.44 | -0.2% | 6.5K | 0.00% | 1.12M | 159.75 | 0.33% | Share |
| 82 | HON | Honeywell Inter... | 218.15 | -0.73% | 5.21K | +2.13% | 1.1M | 210.97 | 0.32% | Share |
| 83 | D | Dominion Energy... | 61.16 | -1.51% | 19.48K | +6.25% | 1.09M | 49.19 | 0.32% | Share |
| 84 | DLN | WisdomTree U.S.... | 84.89 | -0.09% | 13.6K | 0.00% | 1.08M | 72.69 | 0.31% | Share |
| 85 | NOBL | ProShares S&P 5... | 104.33 | -0.96% | 10.55K | -3.19% | 1.08M | 95.1 | 0.31% | Share |
| 86 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 3.94K | -1.1% | 1.02M | 244.9 | 0.30% | Share |
| 87 | TJX | The TJX Compani... | 132.95 | -0.86% | 8.35K | +0.59% | 1.02M | 110.7 | 0.30% | Share |
| 88 | ABT | Abbott Laborato... | 129.32 | -0.06% | 7.67K | +1.15% | 1.02M | 103.53 | 0.30% | Share |
| 89 | XLE | Energy Select S... | 85.55 | -0.11% | 10.54K | +1.20% | 985.41K | 89.66 | 0.29% | Share |
| 90 | BIV | Vanguard Interm... | 77.31 | -0.3% | 12.86K | -20.64% | 984.28K | 74.26 | 0.29% | Share |
| 91 | AXP | American Expres... | 307.72 | +0.28% | 3.5K | +0.49% | 942.03K | 233.98 | 0.27% | Share |
| 92 | COF | Capital One Fin... | 221.13 | +1.92% | 5.19K | +84.94% | 931.11K | 157.89 | 0.27% | Share |
| 93 | ED | Consolidated Ed... | 102.86 | -0.78% | 8.37K | +0.22% | 925.49K | 88.86 | 0.27% | Share |
| 94 | TT | Trane Technolog... | 428.66 | -1.43% | 2.71K | +80.15% | 914.06K | 328.28 | 0.27% | Share |
| 95 | ZTS | Zoetis Inc. | 153.05 | +0.40% | 5.31K | +124.84% | 874.78K | 167.85 | 0.25% | Share |
| 96 | OKE | ONEOK, Inc. | 74.80 | -0.7% | 8.8K | +100.00% | 873.04K | 99.22 | 0.25% | Share |
| 97 | PCT | PureCycle Techn... | 13.35 | -1.62% | 125.82K | +52.22% | 870.69K | 6.2 | 0.25% | Share |
| 98 | HYFI | Ab Active ETFs ... | 37.55 | -0.33% | 23.47K | +12.92% | 864.71K | 36.63 | 0.25% | Share |
| 99 | DON | WisdomTree U.S.... | 51.95 | -0.99% | 17.25K | 0.00% | 854.27K | 46.41 | 0.25% | Share |
| 100 | GEV | GE Vernova Inc. | 625.14 | -1.45% | 2.74K | -0.18% | 836.16K | 167.52 | 0.24% | Share |
| 101 | XLV | Health Care Sel... | 133.94 | +0.49% | 5.69K | +65.31% | 830.81K | 146.49 | 0.24% | Share |
| 102 | XLU | Utilities Selec... | 85.85 | -0.72% | 10.54K | -1.25% | 830.8K | 69.35 | 0.24% | Share |
| 103 | SPHQ | Invesco S&P 500... | 72.51 | -0.6% | 12.23K | +95.63% | 811.16K | 66.69 | 0.24% | Share |
| 104 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 12.12K | -4.52% | 797.26K | 65.32 | 0.23% | Share |
| 105 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 2.3K | +0.39% | 758.73K | 329.08 | 0.22% | Share |
| 106 | FIW | First Trust Wat... | 113.07 | -1.38% | 7.5K | +100.00% | 755.33K | 100.71 | 0.22% | Share |
| 107 | BAC | Bank of America... | 47.70 | +0.97% | 17.96K | +1.05% | 749.54K | 40.03 | 0.22% | Share |
| 108 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 9.9K | +0.18% | 711.03K | 60.61 | 0.21% | Share |
| 109 | EVLV | Evolv Technolog... | 7.37 | -1.67% | 224.8K | +21.22% | 701.38K | 2.58 | 0.20% | Share |
| 110 | TSLX | Sixth Street Sp... | 24.20 | -0.45% | 29.39K | +1.59% | 657.64K | 21.41 | 0.19% | Share |
| 111 | DIS | The Walt Disney... | 116.33 | -0.27% | 6.55K | +100.00% | 646.08K | 98.7 | 0.19% | Share |
| 112 | YUM | Yum! Brands, In... | 146.79 | +1.38% | 3.97K | +0.03% | 624.18K | 129.71 | 0.18% | Share |
| 113 | ACN | Accenture plc | 246.13 | +0.18% | 1.98K | -1.93% | 617.56K | 303.43 | 0.18% | Share |
| 114 | IWM | iShares Russell... | 228.20 | -1.31% | 3.08K | +43.36% | 613.52K | 214.44 | 0.18% | Share |
| 115 | VRTX | Vertex Pharmace... | 390.30 | -1.42% | 1.26K | 0.00% | 613.43K | 471.25 | 0.18% | Share |
| 116 | BKNG | Booking Holding... | 5485.75 | +0.69% | 132 | +2.33% | 608.11K | 3901.27 | 0.18% | Share |
| 117 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 3.42K | +5.55% | 593.02K | 168.31 | 0.17% | Share |
| 118 | PLTR | Palantir Techno... | 181.00 | -1.83% | 7.01K | +30.44% | 591.94K | 39.54 | 0.17% | Share |
| 119 | KO | The Coca-Cola C... | 69.52 | -1.33% | 8.16K | +1.00% | 584.15K | 63.36 | 0.17% | Share |
| 120 | PFE | Pfizer Inc. | 25.11 | -0.22% | 22.86K | +28.64% | 579.23K | 27.66 | 0.17% | Share |
| 121 | AEP | American Electr... | 112.87 | -0.21% | 5.19K | +3.14% | 566.86K | 87.95 | 0.17% | Share |
| 122 | TXN | Texas Instrumen... | 193.71 | +0.22% | 3.15K | +176.67% | 566.77K | 185.02 | 0.17% | Share |
| 123 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 9.01K | +2.34% | 556.2K | 47.85 | 0.16% | Share |
| 124 | VTI | Vanguard Total ... | 317.25 | -0.13% | 2K | -12.03% | 550.59K | 269.7 | 0.16% | Share |
| 125 | SCHW | The Charles Sch... | 97.75 | +2.26% | 6.87K | +0.66% | 537.94K | 73.45 | 0.16% | Share |
| 126 | CP | Canadian Pacifi... | 73.87 | -2.33% | 7.53K | 0.00% | 528.42K | 77.5 | 0.15% | Share |
| 127 | AMT | American Tower ... | 203.48 | -0.33% | 2.41K | -0.7% | 524.92K | 192.99 | 0.15% | Share |
| 128 | XLP | Consumer Staple... | 81.89 | -0.9% | 6.34K | -0.81% | 517.6K | 76.05 | 0.15% | Share |
| 129 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 11.35K | -3.53% | 513.66K | 44.11 | 0.15% | Share |
| 130 | HDB | HDFC Bank Limit... | 73.83 | -0.23% | 7.64K | +2.70% | 507.87K | 64.15 | 0.15% | Share |
| 131 | IWO | iShares Russell... | 300.39 | -1.45% | 1.97K | -30.89% | 503.14K | 285.17 | 0.15% | Share |
| 132 | ADP | Automatic Data ... | 301.52 | -1.12% | 1.64K | +1.55% | 501.27K | 236.73 | 0.15% | Share |
| 133 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 2.88K | +3.67% | 482.17K | 169.82 | 0.14% | Share |
| 134 | JGRO | Jpmorgan Active... | 89.85 | +0.07% | 6.5K | +100.00% | 479.63K | 73.79 | 0.14% | Share |
| 135 | SDVY | First Trust SMI... | 37.27 | -1.27% | 14.21K | +102.91% | 476.15K | 34.89 | 0.14% | Share |
| 136 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 8.33K | +46.86% | 476.15K | 56.87 | 0.14% | Share |
| 137 | MO | Altria Group, I... | 65.54 | +0.06% | 7.83K | +3.45% | 470.27K | 46.5 | 0.14% | Share |
| 138 | NVO | Novo Nordisk A/... | 50.92 | +0.04% | 6.76K | +19.08% | 469.42K | 119.33 | 0.14% | Share |
| 139 | ETN | Eaton Corporati... | 355.05 | -0.68% | 1.68K | +44.62% | 456.4K | 299.86 | 0.13% | Share |
| 140 | ARCC | Ares Capital Co... | 22.65 | -0.18% | 20.56K | -25.09% | 455.68K | 20.75 | 0.13% | Share |
| 141 | PNC | The PNC Financi... | 194.55 | +0.59% | 2.58K | +65.79% | 454.01K | 163.93 | 0.13% | Share |
| 142 | MDY | SPDR S&P MIDCAP... | 583.00 | -1.34% | 841 | 0.00% | 448.66K | 530.41 | 0.13% | Share |
| 143 | XLK | Technology Sele... | 267.74 | -0.21% | 2.16K | +100.00% | 446.07K | 206.48 | 0.13% | Share |
| 144 | T | AT&T Inc. | 28.75 | +1.27% | 15.76K | +0.34% | 445.78K | 19.01 | 0.13% | Share |
| 145 | CEG | Constellation E... | 326.16 | -0.45% | 2.16K | -4.08% | 436.37K | 207.48 | 0.13% | Share |
| 146 | MGK | Vanguard Mega C... | 389.58 | +0.29% | 1.41K | +2.85% | 434.55K | 316.66 | 0.13% | Share |
| 147 | BLK | BlackRock, Inc. | 1160.35 | +0.03% | 447 | +4.93% | 422.61K | 1021.41 | 0.12% | Share |
| 148 | CSX | CSX Corporation | 36.35 | +0.75% | 14.28K | +0.57% | 420.14K | 33.57 | 0.12% | Share |
| 149 | IWD | iShares Russell... | 198.66 | -0.29% | 2.21K | +0.09% | 416.33K | 178.99 | 0.12% | Share |
| 150 | FPE | First Trust Pre... | 18.11 | +0.03% | 23.47K | 0.00% | 412.79K | 17.36 | 0.12% | Share |