Platform Technology Partners Reduced Holdings in Q3 2025

Platform Technology Partners

  • $385 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
-7.5K
- 67.93%
$244.75 - $305.63 $1.84M - $2.29M
3.54K $1.06M
CRM
Salesforce, Inc.

Technology
-4.47K
- 62.81%
$231.66 - $273.65 $1.04M - $1.22M
2.65K $627K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.59K
- 69.08%
$72.65 - $78.68 $624K - $676K
3.85K $301K
IBM
International Business Machines Corp

Technology
-1.44K
- 17.18%
$234.77 - $292.47 $338K - $421K
6.94K $1.96M
PFF
Ishares Trust Ishares Pfd And

ETFs
-14.5K
- 42.92%
$30.67 - $32.13 $444K - $465K
19.3K $609K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-79.5K
- 54.6%
$5.54 - $8.76 $440K - $696K
66.1K $498K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-9.7K
- 60.25%
$39.37 - $44.24 $382K - $429K
6.4K $280K
GILD
Gilead Sciences, Inc.

Healthcare
-2.89K
- 52.33%
$108.22 - $120.47 $313K - $348K
2.63K $292K
CSCO
Cisco Systems, Inc.

Technology
-3.87K
- 24.33%
$66.2 - $71.79 $256K - $278K
12K $823K
COST
Costco Wholesale Corp

Consumer Defensive
-38
- 1.04%
$915.95 - $994.57 $34.8K - $37.8K
3.62K $3.35M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-5.49K
- 11.1%
$45.92 - $47.76 $252K - $262K
43.9K $2.09M
KMI
Kinder Morgan, Inc.

Energy
-7.06K
- 42.98%
$26.23 - $28.5 $185K - $201K
9.37K $265K
AMT
American Tower Corp

Real Estate
-744
- 32.19%
$192.32 - $232.35 $143K - $173K
1.57K $301K
STZ
Constellation Brands, Inc.

Consumer Defensive
-122
- 1.87%
$131.78 - $176.09 $16.1K - $21.5K
6.41K $862K
SBUX
Starbucks Corp

Consumer Cyclical
-391
- 1.65%
$81.9 - $96.86 $32K - $37.9K
23.3K $1.97M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.16K
- 10.09%
$82.38 - $83.0 $178K - $180K
19.3K $1.6M
ZTS
Zoetis Inc.

Healthcare
-613
- 10.73%
$141.13 - $159.19 $86.5K - $97.6K
5.1K $746K
HON
Honeywell International Inc

Industrials
-66
- 1.29%
$207.7 - $240.4 $13.7K - $15.9K
5.04K $1.06M
MMM
3 M CO

Industrials
-841
- 36.11%
$144.41 - $160.2 $121K - $135K
1.49K $230K
NVO
Novo Nordisk A S

Healthcare
-182
- 2.41%
$45.38 - $71.7 $8.26K - $13K
7.38K $409K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-8
- 6.06%
$5364.25 - $5815.92 $42.9K - $46.5K
124 $669K
DIS
Walt Disney CO

Communication Services
-298
- 4.76%
$112.25 - $124.0 $33.5K - $37K
5.97K $683K
BMY
Bristol Myers Squibb CO

Healthcare
-1.27K
- 5.48%
$43.31 - $48.98 $55.2K - $62.4K
22K $991K
OKE
Oneok Inc

Energy
-100
- 1.15%
$71.36 - $83.47 $7.14K - $8.35K
8.62K $628K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-5.32K
- 8.6%
$18.93 - $19.47 $101K - $104K
56.5K $1.09M
DVY
Ishares Tr

ETFs
-1.11K
- 12.97%
$133.88 - $142.57 $148K - $158K
7.44K $1.06M
MRK
Merck & Co., Inc.

Healthcare
-1.76K
- 12.07%
$77.6 - $87.37 $137K - $154K
12.8K $1.08M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.06K
- 8.93%
$76.16 - $78.59 $80.4K - $83K
10.8K $840K
ABT
Abbott Laboratories

Healthcare
-387
- 5.18%
$120.51 - $136.62 $46.6K - $52.9K
7.08K $948K
ET
Energy Transfer LP

Energy
-14
- 0.02%
$17.11 - $18.16 $240 - $254
67.9K $1.17M
UNP
Union Pacific Corp

Industrials
-510
- 4.91%
$214.91 - $237.16 $110K - $121K
9.88K $2.34M
MA
Mastercard Inc

Financial Services
-119
- 3.72%
$550.18 - $598.96 $65.5K - $71.3K
3.08K $1.75M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-317
- 6.36%
$60.9 - $70.75 $19.3K - $22.4K
4.67K $291K
KO
Coca Cola CO

Consumer Defensive
-85
- 1.05%
$65.67 - $71.67 $5.58K - $6.09K
8.03K $532K
XLV
Select Sector Spdr Fund Health

ETFs
-456
- 8.02%
$129.01 - $139.72 $58.8K - $63.7K
5.23K $727K
NVS
Novartis Ag

Healthcare
-491
- 14.6%
$113.5 - $129.73 $55.7K - $63.7K
2.87K $368K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.24K
- 19.5%
$21.69 - $23.34 $48.5K - $52.2K
9.24K $215K
T
At&T Inc.

Communication Services
-690
- 3.14%
$26.94 - $29.62 $18.6K - $20.4K
21.3K $601K
TTAC
Fcf Us Quality ETF

ETFs
-183
- 0.69%
$69.96 - $71.12 $12.8K - $13K
26.3K $1.84M
INTC
Intel Corp

Technology
-5.62K
- 40.34%
$19.31 - $35.5 $108K - $199K
8.31K $278K
UL
Unilever PLC

Consumer Defensive
-310
- 6.22%
$58.43 - $65.01 $18.1K - $20.2K
4.68K $277K
CSX
Csx Corp

Industrials
-1.74K
- 12.16%
$32.05 - $36.52 $55.6K - $63.4K
12.5K $445K
EQR
Equity Residential

Real Estate
-52
- 0.96%
$62.3 - $68.34 $3.24K - $3.55K
5.37K $347K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-1.01K
- 6.65%
$12.11 - $12.64 $12.2K - $12.8K
14.2K $175K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-199
- 7.37%
$92.18 - $95.14 $18.3K - $18.9K
2.5K $237K
ENVX
Enovix Corp

Industrials
-1K
- 9.09%
$8.0 - $15.93 $8K - $15.9K
10K $99K
VZ
Verizon Communications Inc

Communication Services
-884
- 2.37%
$40.84 - $45.06 $36.1K - $39.8K
36.4K $1.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-245
- 9.55%
$185.88 - $207.44 $45.5K - $50.8K
2.32K $466K
XLP
Consumer Staples Sector Spdr

ETFs
-152
- 2.38%
N/A
6.23K $473K
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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