Filling information for Platform Technology Partners as Treemap, investor disclosed 213 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 668771108 | 668771108 | GEN DIGITAL INC | COM | 231544 | 12349 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 394543 | 811 | |
| 96209A104 | 96209A104 | WEWORK INC | CL A | 6120 | 24000 | |
| 26210V102 | 26210V102 | DRIVEN BRANDS HLDGS INC | COM | 1356500 | 50000 | |
| 09075F107 | 09075F107 | BIONANO GENOMICS INC | COM | 37487 | 58200 | |
| 09247X101 | 09247X101 | BLACKROCK INC | COM | 364333 | 513 | |
| 30049H102 | 30049H102 | EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 534264 | 90400 | |
| 97717X594 | 97717X594 | WISDOMTREE TR | ITL HDG QTLY DIV | 412742 | 10575 | |
| 98212N107 | 98212N107 | WRAP TECHNOLOGIES INC | COM | 18385 | 11977 | |
| 33739P301 | 33739P301 | FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 2676498 | 57020 | |
| 464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 4371296 | 54027 | |
| 30063P105 | 30063P105 | EXACT SCIENCES CORP | COM | 251851 | 2643 | |
| 747906501 | 747906501 | QUANTUM CORP | COM NEW | 10988 | 10269 | |
| 86877M209 | 86877M209 | SURFACE ONCOLOGY INC | COM | 10890 | 11000 | |
| 229794300 | 229794300 | CUENTAS INC | COM | 273480 | 63600 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3192119 | 43596 | |
| 576810105 | 576810105 | MATINAS BIOPHARMA HLDGS INC | COM | 64071 | 162410 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 415300 | 5753 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 267362 | 902 | |
| 03769M106 | 03769M106 | APOLLO GLOBAL MGMT INC | COM | 4729176 | 60662 | |
| 670100205 | 670100205 | NOVO-NORDISK A S | ADR | 283185 | 1860 | |
| G8994E103 | G8994E103 | TRANE TECHNOLOGIES PLC | SHS | 292431 | 1508 | |
| 12514G108 | 12514G108 | CDW CORP | COM | 694237 | 3690 | |
| G29183103 | G29183103 | EATON CORP PLC | SHS | 345658 | 1703 | |
| 209115104 | 209115104 | CONSOLIDATED EDISON INC | COM | 699343 | 7557 | |
| 88339P101 | 88339P101 | THE REALREAL INC | COM | 97812 | 37050 | |
| M47364100 | M47364100 | GAMIDA CELL LTD | SHS | 126965 | 79353 | |
| 09354A100 | 09354A100 | BLINK CHARGING CO | COM | 650 | 15000 | |
| 81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 406658 | 5529 | |
| 985510106 | 985510106 | YELLOW CORP | COM | 14127 | 10702 | |
| 00971T101 | 00971T101 | AKAMAI TECHNOLOGIES INC | COM | 400136 | 4400 | |
| 464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 282568 | 3800 | |
| 66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 285938 | 2943 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 402757 | 2928 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 917399 | 2088 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 3018498 | 6822 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 1001443 | 18067 | |
| 559080106 | 559080106 | MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 200439 | 3159 | |
| 969457100 | 969457100 | WILLIAMS COS INC | COM | 1236663 | 36860 | |
| 70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 523153 | 7408 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 1095344 | 10195 | |
| 98978V103 | 98978V103 | ZOETIS INC | CL A | 633091 | 3721 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 313870 | 713 | |
| 904767704 | 904767704 | UNILEVER PLC | SPON ADR NEW | 337624 | 6611 | |
| 83012A109 | 83012A109 | SIXTH STREET SPECIALTY LENDI | COM | 522592 | 27665 | |
| G6095L109 | G6095L109 | APTIV PLC | SHS | 291624 | 2642 | |
| 025537101 | 025537101 | AMERICAN ELEC PWR CO INC | COM | 360664 | 4193 | |
| 293792107 | 293792107 | ENTERPRISE PRODS PARTNERS L | COM | 632723 | 23903 | |
| 756158101 | 756158101 | REAVES UTIL INCOME FD | COM SH BEN INT | 205215 | 7465 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 323034 | 640 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 2329367 | 8634 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 6248277 | 48519 | |
| 931142103 | 931142103 | WALMART INC | COM | 1224345 | 7917 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 1403413 | 14022 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 1217154 | 10595 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4068591 | 11849 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 219055 | 1225 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 2660128 | 22599 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 682323 | 11850 | |
| 38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 1396335 | 4352 | |
| 216648402 | 216648402 | COOPER COS INC | COM NEW | 234466 | 613 | |
| 988498101 | 988498101 | YUM BRANDS INC | COM | 531865 | 3964 | |
| 126408103 | 126408103 | CSX CORP | COM | 529176 | 15670 | |
| 00039J202 | 00039J202 | AB ACTIVE ETFS INC | TAX AWARE SHRT | 1762148 | 70769 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 395656 | 4755 | |
| 97717W604 | 97717W604 | WISDOMTREE TR | US SMALLCAP DIVD | 1158025 | 39781 | |
| 803607100 | 803607100 | SAREPTA THERAPEUTICS INC | COM | 355338 | 3275 | |
| 74019P108 | 74019P108 | PRECISION BIOSCIENCES INC | COM | 16216 | 27000 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 3664318 | 24856 | |
| 345370860 | 345370860 | FORD MTR CO DEL | COM | 157355 | 10332 | |
| 25746U109 | 25746U109 | DOMINION ENERGY INC | COM | 443918 | 8539 | |
| 457642205 | 457642205 | INNODATA INC | COM NEW | 298148 | 27253 | |
| 33739E108 | 33739E108 | FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 378869 | 23635 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 470219 | 16203 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 765469 | 3461 | |
| 967590209 | 967590209 | WIDEPOINT CORP | COMMON | 53506 | 26753 | |
| 48661E108 | 48661E108 | KAYNE ANDERSON NEXTGEN ENRGY | COM | 72867 | 10023 | |
| 762831303 | 762831303 | RICEBRAN TECHNOLOGIES | COM | 18730 | 18363 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 1817625 | 4569 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 414860 | 3086 | |
| 13646K108 | 13646K108 | CANADIAN PACIFIC KANSAS CITY | COM | 599425 | 7669 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 1526784 | 24316 | |
| 92671V106 | 92671V106 | VIEW INC | COM CL A | 5698 | 35000 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 1848289 | 8938 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1885656 | 4238 | |
| 09857L108 | 09857L108 | BOOKING HOLDINGS INC | COM | 311741 | 112 | |
| 11133T103 | 11133T103 | BROADRIDGE FINL SOLUTIONS IN | COM | 526664 | 3166 | |
| 833445109 | 833445109 | SNOWFLAKE INC | CL A | 232095 | 1349 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 403648 | 5694 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 1046880 | 11993 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 1739475 | 11001 | |
| 69608A108 | 69608A108 | PALANTIR TECHNOLOGIES INC | CL A | 550106 | 33360 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 242683 | 3405 | |
| 87167T201 | 87167T201 | SYNAPTOGENIX INC | COM NEW | 21367 | 25138 | |
| 21036P108 | 21036P108 | CONSTELLATION BRANDS INC | CL A | 1150577 | 4557 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1364995 | 12557 | |
| 29385B109 | 29385B109 | ENTHUSIAST GAMING HLDGS INC | COM | 9470 | 16750 | |
| 71601V105 | 71601V105 | PETCO HEALTH & WELLNESS CO I | COM | 123262 | 13016 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 385842 | 2033 | |
| 31423L305 | 31423L305 | FEDERATED HERMES ETF TRUST | US STRATEGIC DIV | 685689 | 28650 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1920833 | 4150 | |
| 879512309 | 879512309 | TELESAT CORP | CL A & CL B SHS | 529048 | 54317 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 256430 | 2601 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 300254 | 19715 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1855832 | 5917 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 2132955 | 7237 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 328207 | 7813 | |
| 125523100 | 125523100 | THE CIGNA GROUP | COM | 265078 | 941 | |
| 009066101 | 009066101 | AIRBNB INC | COM CL A | 472175 | 3433 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 483037 | 11302 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 372752 | 4370 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1846652 | 12471 | |
| 097023105 | 097023105 | BOEING CO | COM | 1568420 | 7170 | |
| 031162100 | 031162100 | AMGEN INC | COM | 1215152 | 5428 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 999443 | 8712 | |
| 33738D804 | 33738D804 | FIRST TR EXCHANGE-TRADED FD | LIMITED DURATION | 330700 | 17770 | |
| 78137L105 | 78137L105 | RUMBLE INC | COM CL A | 692402 | 81555 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 350174 | 3853 | |
| 21037T109 | 21037T109 | CONSTELLATION ENERGY CORP | COM | 339077 | 3593 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 2339754 | 19974 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 386021 | 1749 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 1198169 | 8838 | |
| 33739Q200 | 33739Q200 | FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 383648 | 8070 | |
| 67103H107 | 67103H107 | OREILLY AUTOMOTIVE INC | COM | 234150 | 242 | |
| 33739P822 | 33739P822 | FIRST TR EXCH TRADED FD III | NEW YORK MUNI | 282810 | 10662 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 960058 | 5350 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 472416 | 9064 | |
| 01675A109 | 01675A109 | ALLBIRDS INC | COM CL A | 52080 | 42000 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 1718559 | 3245 | |
| 89628W302 | 89628W302 | TRIMTABS ETF TR | FCF US QLTY ETF | 1342522 | 25566 | |
| 372460105 | 372460105 | GENUINE PARTS CO | COM | 200969 | 1191 | |
| 33739P855 | 33739P855 | FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 2308723 | 136449 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 1887774 | 19257 | |
| 46269C102 | 46269C102 | IRIDIUM COMMUNICATIONS INC | COM | 359959 | 5900 | |
| 092113109 | 092113109 | BLACK HILLS CORP | COM | 368988 | 6340 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 1148057 | 5071 | |
| 037833100 | 037833100 | APPLE INC | COM | 23371943 | 124266 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 606025 | 13206 | |
| 44888K209 | 44888K209 | HYDROFARM HLDGS GROUP INC | COM | 30333 | 32974 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 2772259 | 17476 | |
| 92532F100 | 92532F100 | VERTEX PHARMACEUTICALS INC | COM | 487663 | 1427 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 585475 | 4389 | |
| 378973408 | 378973408 | GLOBALSTAR INC | COM | 12960 | 12000 | |
| 921910816 | 921910816 | VANGUARD WORLD FD | MEGA GRWTH IND | 376426 | 1613 | |
| 09255C106 | 09255C106 | BLACKROCK MUNIHLDGS NY QLTY | COM | 156680 | 15182 | |
| 74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 878392 | 9283 | |
| 29273V100 | 29273V100 | ENERGY TRANSFER L P | COM UT LTD PTN | 765577 | 59118 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 571434 | 2260 | |
| 72814P109 | 72814P109 | PLBY GROUP INC | COM | 98795 | 55503 | |
| 33738R118 | 33738R118 | FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 312087 | 5349 | |
| 92345Y106 | 92345Y106 | VERISK ANALYTICS INC | COM | 523143 | 2305 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2210901 | 20746 | |
| 72651A207 | 72651A207 | PLAINS GP HLDGS L P | LTD PARTNR INT A | 194253 | 12688 | |
| 31788K108 | 31788K108 | FINGERMOTION INC | COM | 30000 | 10000 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 12313550 | 37037 | |
| H1467J104 | H1467J104 | CHUBB LIMITED | COM | 1459670 | 7598 | |
| 46266C105 | 46266C105 | IQVIA HLDGS INC | COM | 605989 | 2802 | |
| 229794110 | 229794110 | CUENTAS INC | *W EXP 02/04/202 | 11600 | 331429 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 220977 | 1092 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 1757490 | 17848 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 2556626 | 13896 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 983514 | 28108 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 1208673 | 3283 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 1121847 | 12536 | |
| 09062X103 | 09062X103 | BIOGEN INC | COM | 360714 | 1289 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 350063 | 1890 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 2352202 | 5786 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 1148269 | 13550 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 3691409 | 8705 | |
| 34959E109 | 34959E109 | FORTINET INC | COM | 203632 | 2600 | |
| 78409V104 | 78409V104 | S&P GLOBAL INC | COM | 1110473 | 2801 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 319099 | 2869 | |
| 28176E108 | 28176E108 | EDWARDS LIFESCIENCES CORP | COM | 290077 | 3138 | |
| 486606106 | 486606106 | KAYNE ANDERSON ENERGY INFRST | COM | 144121 | 16975 | |
| 032095101 | 032095101 | AMPHENOL CORP NEW | CL A | 724195 | 8535 | |
| 63873X208 | 63873X208 | NATIXIS ETF TR | LOOMIS SAYLES | 458697 | 19490 | |
| 483104204 | 483104204 | KAIVAL BRNDS INNOVATNS GRP I | COM NEW | 12324 | 15986 | |
| 194162103 | 194162103 | COLGATE PALMOLIVE CO | COM | 885914 | 11751 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 209003 | 5104 | |
| 46641Q274 | 46641Q274 | J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 1197155 | 26239 | |
| 872590104 | 872590104 | T-MOBILE US INC | COM | 255957 | 1828 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1235505 | 11659 | |
| 97717W505 | 97717W505 | WISDOMTREE TR | US MIDCAP DIVID | 741066 | 17343 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 1279890 | 6132 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 368088 | 6184 | |
| 921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 2827242 | 37995 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 3093566 | 10371 | |
| 878742204 | 878742204 | TECK RESOURCES LTD | CL B | 218332 | 5227 | |
| 46434V456 | 46434V456 | ISHARES TR | MSCI INTL QUALTY | 260430 | 7426 | |
| 30161N101 | 30161N101 | EXELON CORP | COM | 459678 | 11021 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 206305 | 1586 | |
| 539439109 | 539439109 | LLOYDS BANKING GROUP PLC | SPONSORED ADR | 85297 | 38596 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 580161 | 1873 | |
| 362397101 | 362397101 | GABELLI EQUITY TR INC | COM | 82762 | 14469 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 340090 | 4808 | |
| 654106103 | 654106103 | NIKE INC | CL B | 1110651 | 10342 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 414457 | 1851 | |
| 717081103 | 717081103 | PFIZER INC | COM | 1500762 | 41665 | |
| 97717W307 | 97717W307 | WISDOMTREE TR | US LARGECAP DIVD | 1080436 | 16996 | |
| 494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 800733 | 5922 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 636546 | 3645 | |
| 464287739 | 464287739 | ISHARES TR | U.S. REAL ES ETF | 278825 | 3162 | |
| 189054109 | 189054109 | CLOROX CO DEL | COM | 702013 | 4534 | |
| 98850P109 | 98850P109 | YUM CHINA HLDGS INC | COM | 220432 | 3873 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 261651 | 5733 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 1998802 | 8309 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 1402198 | 13044 | |
| 14040H105 | 14040H105 | CAPITAL ONE FINL CORP | COM | 423555 | 3775 | |
| 02156U101 | 02156U101 | ATERIAN INC | COM | 7749 | 10992 | |
| 654902204 | 654902204 | NOKIA CORP | SPONSORED ADR | 82790 | 19712 | |
| 51818V106 | 51818V106 | LATCH INC | COM | 192406 | 133615 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 1135826 | 7964 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 1377954 | 2955 |