Platform Technology Partners Reduced Holdings in Q3 2025

Platform Technology Partners

  • $385 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-59
- 4.96%
$181.46 - $212.2 $10.7K - $12.5K
1.13K $224K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-244
- 11.95%
$108.46 - $120.63 $26.5K - $29.4K
1.8K $213K
CEG
Constellation Energy Corp

Utilities
-70
- 3.0%
$298.82 - $354.89 $20.9K - $24.8K
2.26K $743K
SO
Southern CO

Utilities
-175
- 4.78%
$90.83 - $96.0 $15.9K - $16.8K
3.49K $330K
EXC
Exelon Corp

Utilities
-395
- 4.68%
$42.73 - $45.54 $16.9K - $18K
8.04K $362K
VNQ
Vanguard Specialized Funds Van

ETFs
-143
- 3.14%
$88.47 - $93.24 $12.7K - $13.3K
4.41K $402K
WBS
Webster Financial Corp

Financial Services
-377
- 9.62%
$55.19 - $62.92 $20.8K - $23.7K
3.54K $210K
ILMN
Illumina, Inc.

Healthcare
-7
- 0.33%
$91.69 - $109.88 $642 - $769
2.14K $203K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-73
- 0.69%
$55.61 - $57.37 $4.06K - $4.19K
10.5K $596K
SCHW
Schwab Charles Corp

Financial Services
-325
- 4.53%
$91.03 - $98.69 $29.6K - $32.1K
6.85K $653K
Ge Vernova Inc
-1.18K
- 43.19%
N/A
1.55K $0
Canadian Pacific Kansas City
-105
- 1.39%
N/A
7.43K $0
TAFI
Ab Active Etfs Inc Tax Aware S
-1.61K
- 2.18%
N/A
72.1K $0
ED
Consolidated Edison Inc

Utilities
-8
- 0.1%
$95.57 - $105.36 $765 - $843
8.38K $842K
LYG
Lloyds Banking Group PLC

Financial Services
-1.56K
- 4.39%
$4.03 - $4.63 $6.27K - $7.2K
33.9K $153K
PFE
Pfizer Inc

Healthcare
-855
- 3.51%
$23.29 - $25.88 $19.9K - $22.1K
23.5K $598K
TSAT
Telesat Corp

Technology
-820
- 5.31%
$19.93 - $28.64 $16.3K - $23.5K
14.6K $385K
CVS
Cvs Health Corp

Healthcare
-248
- 5.81%
$58.75 - $76.5 $14.6K - $19K
4.02K $303K
TFC
Truist Financial Corp

Financial Services
-117
- 1.81%
$42.83 - $47.07 $5.01K - $5.51K
6.33K $289K
WULF
Terawulf Inc.

Financial Services
-14K
- 58.33%
$4.63 - $11.7 $64.8K - $164K
10K $117K
AXP
American Express CO

Financial Services
-98
- 2.8%
$294.27 - $342.31 $28.8K - $33.5K
3.4K $1.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
-36
- 1.59%
$192.76 - $203.86 $6.94K - $7.34K
2.23K $454K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-7
- 0.07%
$101.12 - $106.18 $708 - $743
9.83K $1.01M
ENB
Enbridge Inc

Energy
-98
- 1.83%
$43.79 - $50.46 $4.29K - $4.95K
5.25K $265K
XLE
Energy Sector Spdr

ETFs
-186
- 1.69%
$84.25 - $91.99 $15.7K - $17.1K
10.8K $963K
ETR
Entergy Corp

Utilities
-22
- 0.53%
$80.93 - $93.55 $1.78K - $2.06K
4.13K $384K
VTI
Vanguard Total Stock Market Et

ETFs
-12
- 0.64%
$303.93 - $329.86 $3.65K - $3.96K
1.88K $615K
SPG
Simon Property Group Inc

Real Estate
-15
- 0.9%
$159.93 - $187.67 $2.4K - $2.82K
1.65K $309K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-16
- 1.14%
$362.31 - $405.74 $5.8K - $6.49K
1.39K $559K
MO
Altria Group, Inc.

Consumer Defensive
-29
- 0.35%
$57.75 - $67.68 $1.67K - $1.96K
8.21K $542K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-9
- 0.46%
$284.45 - $324.95 $2.56K - $2.92K
1.94K $620K
WMT
Walmart Inc.

Consumer Defensive
-498
- 2.04%
$94.4 - $104.27 $47K - $51.9K
23.9K $2.47M
TJX
Tjx Companies Inc

Consumer Cyclical
-240
- 2.92%
$121.35 - $144.54 $29.1K - $34.7K
7.98K $1.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-141
- 0.64%
$132.9 - $142.03 $18.7K - $20K
21.9K $3.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-370
- 3.7%
$567.77 - $614.76 $210K - $227K
9.62K $5.89M
ABBV
Abb Vie Inc.

Healthcare
-241
- 2.35%
$184.85 - $231.54 $44.5K - $55.8K
10K $2.32M
ORCL
Oracle Corp

Technology
-775
- 7.17%
$218.96 - $328.33 $170K - $254K
10K $2.82M
MSFT
Microsoft Corp

Technology
-92
- 0.26%
$491.09 - $535.64 $45.2K - $49.3K
35.6K $18.4M
GOOG
Alphabet Inc.

Communication Services
-97
- 0.41%
$175.16 - $255.24 $17K - $24.8K
23.8K $5.79M
NVDA
Nvidia Corp

Technology
-467
- 0.66%
$153.3 - $186.58 $71.6K - $87.1K
70.7K $13.2M
AAPL
Apple Inc.

Technology
-425
- 0.31%
$202.38 - $256.87 $86K - $109K
139K $35.3M
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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