Platform Technology Partners Purchases in Q4 2024

Platform Technology Partners

  • $312 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.63K
+ 26.4%
$570.51 - $610.59 $1.5M - $1.61M
12.6K $7.41M
TY
Tri Continental Corp

Financial Services
39.8K
+ 69.0%
$31.01 - $34.67 $1.23M - $1.38M
97.5K $3.09M
BA
Boeing CO

Industrials
3.87K
+ 31.54%
$138.14 - $180.72 $534K - $698K
16.1K $2.85M
NVDA
Nvidia Corp

Technology
213
+ 0.29%
$117.0 - $148.88 $24.9K - $31.7K
73.3K $9.84M
VUG
Vanguard Growth ETF

ETFs
1.72K
+ 27.32%
$378.79 - $428.11 $651K - $735K
8.01K $3.29M
GOOGL
Alphabet Inc.

Communication Services
257
+ 1.07%
$161.86 - $196.66 $41.6K - $50.5K
24.2K $4.58M
NKE
Nike, Inc.

Consumer Cyclical
9.63K
+ 72.25%
$73.36 - $89.13 $707K - $859K
23K $1.74M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
194K
+ 230.5%
$26.93 - $84.95 $5.23M - $16.5M
278K $7.61M
GS
Goldman Sachs Group Inc

Financial Services
54
+ 1.04%
$486.1 - $608.57 $26.2K - $32.9K
5.27K $3.02M
V
Visa Inc.

Financial Services
78
+ 0.8%
$273.87 - $320.91 $21.4K - $25K
9.77K $3.09M
WMB
Williams Companies, Inc.

Energy
246
+ 0.58%
$46.37 - $59.74 $11.4K - $14.7K
42.5K $2.3M
FSIG
First Tr ETF Iv LTD Duration I
17.9K
+ 26.9%
$18.8 - $19.23 $337K - $345K
84.6K $1.6M
XPO
Xpo Logistics, Inc.

Industrials
2.16K
New
$105.35 - $158.2 $228K - $342K
2.16K $283K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.16K
+ 9.65%
$63.58 - $71.15 $265K - $296K
47.3K $3.08M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
870
+ 43.96%
$278.19 - $315.36 $242K - $274K
2.85K $819K
XOM
Exxon Mobil Corp

Energy
3.36K
+ 30.49%
$105.51 - $125.37 $354K - $421K
14.4K $1.55M
ET
Energy Transfer LP

Energy
553
+ 0.83%
$16.05 - $19.86 $8.88K - $11K
67.3K $1.32M
RDVY
First Trust Rising Dividend Ac

ETFs
4.11K
+ 26.59%
$58.65 - $64.37 $241K - $265K
19.6K $1.16M
XLE
Energy Sector Spdr

ETFs
2.98K
+ 40.02%
$83.32 - $97.27 $248K - $290K
10.4K $892K
IWM
Ishares Russell 2000 ETF

ETFs
1.08K
+ 100.47%
$216.13 - $242.4 $232K - $261K
2.15K $473K
VBR
Vanguard Small Cap Value ETF

ETFs
1.17K
New
$197.36 - $217.3 $231K - $255K
1.17K $232K
HGER
Harbor ETF Tr All Weather Infl
11.1K
+ 25.88%
$21.78 - $23.27 $241K - $257K
53.8K $1.19M
LNG
Cheniere Energy, Inc.

Energy
1.02K
New
$181.07 - $225.92 $185K - $230K
1.02K $219K
WBS
Webster Financial Corp

Financial Services
3.9K
New
$44.33 - $62.82 $173K - $245K
3.9K $215K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.83K
New
$113.92 - $127.38 $209K - $233K
1.83K $211K
SRE
Sempra Energy

Utilities
2.36K
New
$80.81 - $94.77 $190K - $223K
2.36K $206K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.26K
New
$91.29 - $91.8 $206K - $207K
2.26K $206K
AVGO
Broadcom Inc.

Technology
239
+ 9.41%
$159.67 - $250.0 $38.2K - $59.8K
2.78K $644K
IHDG
Wisdomtree Tr

ETFs
5.39K
+ 25.98%
$43.38 - $46.0 $234K - $248K
26.1K $1.14M
VEA
Vanguard Ftse Developed Market

ETFs
5.14K
+ 26.18%
$47.57 - $52.44 $244K - $269K
24.7K $1.18M
VO
Vanguard Mid Cap ETF

ETFs
498
+ 14.27%
$261.5 - $284.63 $130K - $142K
3.99K $1.05M
BMY
Bristol Myers Squibb CO

Healthcare
67
+ 0.28%
$51.92 - $59.94 $3.48K - $4.02K
24.2K $1.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
117
+ 2.3%
$521.84 - $558.82 $61.1K - $65.4K
5.21K $2.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
71
+ 2.0%
$481.22 - $538.17 $34.2K - $38.2K
3.62K $1.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
45
+ 0.64%
$567.81 - $607.81 $25.6K - $27.4K
7.13K $4.18M
RSP
Invesco S&P 500 Equal Weight E

ETFs
615
+ 23.4%
$174.22 - $187.62 $107K - $115K
3.24K $568K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.15K
+ 9.94%
$66.77 - $71.52 $76.7K - $82.1K
12.7K $875K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.94K
+ 33.24%
$44.04 - $49.49 $129K - $145K
11.8K $518K
PM
Philip Morris International Inc.

Consumer Defensive
627
+ 8.5%
$118.38 - $133.06 $74.2K - $83.4K
8K $963K
CTOS
Custom Truck One Source, Inc.

Industrials
13.8K
New
$3.11 - $6.0 $42.9K - $82.7K
13.8K $66K
EPD
Enterprise Products Partners L.P.

Energy
29
+ 0.12%
$28.66 - $34.43 $831 - $998
24.8K $776K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.02%
$52.45 - $60.02 $105 - $120
8.81K $521K
ARCC
Ares Capital Corp

Financial Services
867
+ 3.26%
$20.74 - $22.27 $18K - $19.3K
27.5K $600K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
980
+ 3.51%
$19.79 - $21.6 $19.4K - $21.2K
28.9K $616K
HDB
Hdfc Bank LTD

Financial Services
518
+ 7.48%
$59.45 - $68.01 $30.8K - $35.2K
7.44K $475K
ETR
Entergy Corp

Utilities
2.03K
+ 100.0%
$73.19 - $156.4 $149K - $318K
4.07K $308K
IWF
Ishares Russell 1000 Gr ETF

ETFs
21
+ 1.88%
$370.24 - $418.94 $7.78K - $8.8K
1.14K $456K
XLU
Utilities Sector Spdr

ETFs
1.08K
+ 11.3%
$74.89 - $82.93 $81.1K - $89.8K
10.7K $807K
CLX
Clorox CO

Consumer Defensive
208
+ 2.88%
$156.51 - $169.74 $32.6K - $35.3K
7.44K $1.21M
Activity Summary
Buys All Purchases 100 New Holdings 13 Increased Positions 87 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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