Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Platform Technology Partners
  City: NEW YORK
  State: NY
  Zip: 10005
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $257,309,000
  Total Value Change : $43,616,000
  Securities Held Change : -3
   
All Securities Held : 203
  New Positions : 18
  Closed Positions : 22
  Increased Positions : 85
  Unchanged Positions : 27
  Decreased Positions : 73

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 27     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 22 - $121.20 $2,500,000 21,996 0.97% 227,000 0 0.007    Closed - End Fund - Debt
   (DES)1 Year Chart         DES WisdomTree SmallCap Dividend 62 - $32.46 $1,256,000 39,781 0.49% 134,000 0 0.067    Closed - End Fund - E...
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 66 - $70.09 $1,163,000 16,996 0.45% 118,000 0 0.007    Closed - End Fund - E...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 72 - $125.53 $1,006,000 8,697 0.39% 70,000 0 0.006    Closed - End Fund - E...
   (APH)1 Year Chart         APH Amphenol Corp 76 - $131.71 $875,000 8,327 0.34% 176,000 0 0.001    Diversified Electronics
   (DON)1 Year Chart         DON Wisdom Tree Trust MidCap Di... 80 - $46.58 $784,000 17,251 0.3% 77,000 0 0.022    Closed - End Fund - E...
   (DRVN)1 Year Chart         DRVN Driven Brands Holdings Inc. 90 - $0.00 $684,000 50,000 0.27% 54,000 0 0.03    N/A
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 95 - $204.03 $626,000 3,166 0.24% 59,000 0 0.003    Business Services
   (IQV)1 Year Chart         IQV IQVIA Holdings Inc 102 - $235.00 $595,000 2,733 0.23% 57,000 0 0.001    Medical Laboratories ...
   (CSX)1 Year Chart         CSX CSX Corp 106 - $33.93 $559,000 15,170 0.22% 93,000 0 0.001    Railroads
   (CEG)1 Year Chart         CEG Constellation Energy Corp 118 - $216.34 $462,000 3,593 0.18% 70,000 0 0.001    N/A
   (LSST)1 Year Chart         LSST Natixis Loomis Sayles Short... 120 - $0.00 $436,000 18,215 0.17% 8,000 0 0.202    N/A
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 124 - $3,735.01 $425,000 112 0.17% 80,000 0 0    Internet Software & S...
   (ANTM)1 Year Chart         ANTM Anthem Inc 138 - $543.89 $378,000 748 0.15% 52,000 0 0    N/A
   (LMBS)1 Year Chart         LMBS First Trust Low Duration Mo... 142 - $0.00 $358,000 7,420 0.14% 7,000 0 0.006    N/A
   (BKH)1 Year Chart         BKH Black Hills Corp 149 - $56.93 $335,000 6,340 0.13% 14,000 0 0.01    Electric Utilities
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc 154 - $230.04 $315,000 1,289 0.12% -16,000 0 0.001    Biotechnology
   (UL)1 Year Chart         UL Unilever Plc (ADR) 155 - $54.07 $309,000 6,111 0.12% 7,000 0 0.001    Food - Major Diversified
   (FMNY)1 Year Chart         FMNY First Trust New York Munici... 161 - $0.00 $288,000 10,662 0.11% 17,000 0 0.968    N/A
   (IYR)1 Year Chart         IYR iShares Dow Jones US Real E... 167 - $88.33 $275,000 3,162 0.11% 28,000 0 0    Closed - End Fund - E...
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 168 - $29.71 $273,000 3,138 0.11% 56,000 0 0.001    Medical Appliances & ...
   (NLOK)1 Year Chart         NLOK Nortonlifelock Ord Shs 171 - $0.00 $270,000 12,349 0.1% 52,000 0 0    N/A
   (WRTC)1 Year Chart         WRTC Wrap Technologies, Inc. 195 - $1.57 $53,000 11,977 0.02% 35,000 0 0.032    N/A
   (HYFM)1 Year Chart         HYFM Hydrofarm Holdings Group, Inc. 199 - $0.00 $30,000 32,974 0.01% -10,000 0 0.1    N/A
   (GSAT)1 Year Chart         GSAT Globalstar, Inc. 201 - $1.23 $21,000 12,000 0.01% 5,000 0 0.001    Wireless Communications
   (ATER)1 Year Chart         ATER Aterian, Inc 202 - $3.00 $417 916 0% 1,000 0 0.032    N/A
   (SNPX)1 Year Chart         SNPX Synaptogenix, Inc. 203 - $0.00 $4,000 25,138 0% -7,000 0 0.416    N/A

      27 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results