Platform Technology Partners Incresed Positions in Q3 2025

Platform Technology Partners

  • $385 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
912
+ 5.97%
$293.94 - $444.72 $268K - $406K
16.2K $7.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
27.7K
+ 50.55%
$63.41 - $69.69 $1.76M - $1.93M
82.5K $5.65M
PLD
Prologis, Inc.

Real Estate
16.6K
+ 782.65%
$104.08 - $115.35 $1.73M - $1.92M
18.8K $2.15M
GOOGL
Alphabet Inc.

Communication Services
642
+ 2.52%
$174.36 - $254.72 $112K - $164K
26.1K $6.36M
APD
Air Products & Chemicals, Inc.

Basic Materials
6.25K
+ 682.95%
$265.78 - $299.3 $1.66M - $1.87M
7.16K $1.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.16K
+ 17.02%
$617.65 - $666.84 $715K - $772K
7.95K $5.3M
VUG
Vanguard Growth ETF

ETFs
1.31K
+ 13.77%
$433.97 - $484.08 $568K - $634K
10.8K $5.19M
JPM
Jpmorgan Chase & CO

Financial Services
508
+ 1.8%
$282.78 - $316.06 $144K - $161K
28.8K $9.07M
JNJ
Johnson & Johnson

Healthcare
606
+ 2.72%
$155.17 - $185.42 $94K - $112K
22.9K $4.24M
BX
Blackstone Inc.

Financial Services
998
+ 4.35%
$152.77 - $188.68 $152K - $188K
24K $4.09M
RTX
Raytheon Technologies Corp

Industrials
509
+ 2.05%
$144.19 - $167.33 $73.4K - $85.2K
25.3K $4.24M
GLD
Spdr Gold Trust

ETFs
467
+ 5.43%
$300.96 - $355.47 $141K - $166K
9.07K $3.22M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.8K
+ 4.13%
$26.38 - $27.95 $338K - $358K
323K $8.81M
IVV
Ishares Core S&P 500 ETF

ETFs
7
+ 0.06%
$620.67 - $670.08 $4.34K - $4.69K
12.2K $8.16M
HGER
Harbor ETF Tr All Weather Infl
16.3K
+ 22.17%
$24.26 - $25.91 $395K - $422K
89.8K $2.32M
CVX
Chevron Corp

Energy
1.05K
+ 4.15%
$145.57 - $161.83 $152K - $169K
26.2K $4.07M
HD
Home Depot, Inc.

Consumer Cyclical
288
+ 3.22%
$357.4 - $423.42 $103K - $122K
9.23K $3.74M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
408
+ 2.75%
$459.11 - $506.91 $187K - $207K
15.2K $7.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
397
+ 10.41%
$546.99 - $602.2 $217K - $239K
4.21K $2.53M
NEE
Nextera Energy Inc

Utilities
1.98K
+ 5.15%
$69.77 - $77.54 $138K - $153K
40.4K $3.05M
PLTR
Palantir Technologies Inc.

Technology
221
+ 3.24%
$130.68 - $186.97 $28.9K - $41.3K
7.04K $1.28M
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 2.67%
$211.65 - $238.24 $320K - $360K
58.1K $12.7M
MDT
Medtronic PLC

Healthcare
1.7K
+ 7.76%
$87.67 - $95.74 $149K - $162K
23.5K $2.24M
LMT
Lockheed Martin Corp

Industrials
394
+ 10.6%
$410.74 - $499.21 $162K - $197K
4.11K $2.05M
UNH
Unitedhealth Group Inc

Healthcare
482
+ 10.35%
$237.77 - $353.61 $115K - $170K
5.14K $1.77M
WFC
Wells Fargo & Company

Financial Services
3.24K
+ 32.81%
$77.05 - $85.16 $249K - $276K
13.1K $1.1M
PEP
Pepsico Inc

Consumer Defensive
1.05K
+ 5.83%
$133.81 - $152.16 $140K - $159K
19K $2.67M
CRMT
Americas Carmart Inc

Consumer Cyclical
14K
+ 311.11%
$29.21 - $62.05 $409K - $869K
18.5K $540K
D
Dominion Energy, Inc

Utilities
2.91K
+ 14.19%
$56.32 - $62.1 $164K - $181K
23.4K $1.43M
DUK
Duke Energy Corp

Utilities
1.33K
+ 7.35%
$116.31 - $125.93 $155K - $168K
19.5K $2.41M
MCD
Mcdonalds Corp

Consumer Cyclical
449
+ 5.46%
$291.67 - $316.99 $131K - $142K
8.68K $2.64M
VO
Vanguard Mid Cap ETF

ETFs
594
+ 14.75%
$279.83 - $293.74 $166K - $174K
4.62K $1.36M
COP
Conocophillips

Energy
1.62K
+ 10.56%
$91.0 - $98.99 $148K - $161K
17K $1.61M
VEA
Vanguard Ftse Developed Market

ETFs
2.52K
+ 9.76%
$56.02 - $60.3 $141K - $152K
28.3K $1.7M
BA
Boeing CO

Industrials
589
+ 3.87%
$209.79 - $237.38 $124K - $140K
15.8K $3.41M
CAT
Caterpillar Inc

Industrials
8
+ 0.35%
$390.92 - $477.15 $3.13K - $3.82K
2.31K $1.1M
AVGO
Broadcom Inc.

Technology
91
+ 2.89%
$264.74 - $369.57 $24.1K - $33.6K
3.24K $1.07M
CLX
Clorox CO

Consumer Defensive
1.39K
+ 16.78%
$117.67 - $131.43 $164K - $183K
9.7K $1.2M
RDVY
First Trust Rising Dividend Ac

ETFs
1.49K
+ 6.93%
$62.38 - $67.29 $92.7K - $100K
22.9K $1.54M
AMGN
Amgen Inc

Healthcare
597
+ 8.78%
$271.18 - $309.22 $162K - $185K
7.4K $2.09M
WMB
Williams Companies, Inc.

Energy
2.6K
+ 6.36%
$56.52 - $64.01 $147K - $167K
43.5K $2.76M
FSIG
First Tr ETF Iv LTD Duration I
8.54K
+ 9.76%
$19.03 - $19.33 $162K - $165K
96K $1.84M
IHDG
Wisdomtree Tr

ETFs
2.78K
+ 9.64%
$43.81 - $46.31 $122K - $129K
31.6K $1.46M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.54K
+ 7.09%
$70.77 - $73.59 $109K - $114K
23.3K $1.71M
VB
Vanguard Small Cap ETF

ETFs
481
+ 27.44%
$237.58 - $259.17 $114K - $125K
2.23K $568K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
11.1K
+ 19.09%
$9.87 - $10.65 $110K - $119K
69.5K $736K
APH
Amphenol Corp

Technology
1
+ 0.02%
$97.39 - $125.4 $97.4 - $125
4.83K $597K
XLU
Utilities Sector Spdr

ETFs
692
+ 6.36%
$81.14 - $87.32 $56.1K - $60.4K
11.6K $1.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.18K
+ 10.17%
$49.43 - $54.52 $58.3K - $64.3K
12.8K $692K
Activity Summary
Buys All Purchases 117 New Holdings 17 Increased Positions 100 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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