0001830817-22-000004.txt : 20221024
0001830817-22-000004.hdr.sgml : 20221024
20221024125416
ACCESSION NUMBER: 0001830817-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221024
DATE AS OF CHANGE: 20221024
EFFECTIVENESS DATE: 20221024
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Platform Technology Partners
CENTRAL INDEX KEY: 0001830817
IRS NUMBER: 843342916
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20420
FILM NUMBER: 221325627
BUSINESS ADDRESS:
STREET 1: 400 WALL STREET
STREET 2: 17TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10005
BUSINESS PHONE: 212.444.2362
MAIL ADDRESS:
STREET 1: 400 WALL STREET
STREET 2: 17TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10005
13F-HR
1
primary_doc.xml
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0001830817
XXXXXXXX
09-30-2022
09-30-2022
Platform Technology Partners
400 WALL STREET
17TH FLOOR
NEW YORK
NY
10005
13F HOLDINGS REPORT
028-20420
N
Matthew Swendiman
Chief Compliance Officer
5135621675
Matthew Swendiman
Covington
KY
10-24-2022
0
194
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1905
9776
SH
SOLE
0
0
0
9776
UNITED PARCEL SERVICE INC
CL B
911312106
319
1973
SH
SOLE
0
0
0
1973
UNITEDHEALTH GROUP INC
COM
91324P102
1618
3203
SH
SOLE
0
0
0
3203
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
229
3207
SH
SOLE
0
0
0
3207
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
3434
46735
SH
SOLE
0
0
0
46735
VANGUARD INDEX FDS
SMALL CP ETF
922908751
294
1720
SH
SOLE
0
0
0
1720
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
493
2746
SH
SOLE
0
0
0
2746
VANGUARD INDEX FDS
MID CAP ETF
922908629
315
1675
SH
SOLE
0
0
0
1675
VANGUARD INDEX FDS
VALUE ETF
922908744
962
7793
SH
SOLE
0
0
0
7793
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
444
5533
SH
SOLE
0
0
0
5533
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1953
5948
SH
SOLE
0
0
0
5948
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
219
6017
SH
SOLE
0
0
0
6017
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
1991
20983
SH
SOLE
0
0
0
20983
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
2018
11577
SH
SOLE
0
0
0
11577
VERISK ANALYTICS INC
COM
92345Y106
393
2305
SH
SOLE
0
0
0
2305
VERIZON COMMUNICATIONS INC
COM
92343V104
1110
29235
SH
SOLE
0
0
0
29235
VERTEX PHARMACEUTICALS INC
COM
92532F100
457
1578
SH
SOLE
0
0
0
1578
VISA INC
COM CL A
92826C839
1726
9717
SH
SOLE
0
0
0
9717
WALMART INC
COM
931142103
1042
8034
SH
SOLE
0
0
0
8034
WEBSTER FINL CORP
COM
947890109
265
5854
SH
SOLE
0
0
0
5854
WELLS FARGO CO NEW
COM
949746101
441
10964
SH
SOLE
0
0
0
10964
WIDEPOINT CORP
COMMON
967590209
57
26753
SH
SOLE
0
0
0
26753
WILLIAMS COS INC
COM
969457100
1094
38196
SH
SOLE
0
0
0
38196
WISDOMTREE TR
US LARGECAP DIVD
97717W307
939
16996
SH
SOLE
0
0
0
16996
WISDOMTREE TR
US SMALLCAP DIVD
97717W604
1024
39781
SH
SOLE
0
0
0
39781
WISDOMTREE TR
US MIDCAP DIVID
97717W505
650
17251
SH
SOLE
0
0
0
17251
WRAP TECHNOLOGIES INC
COM
98212N107
20
11977
SH
SOLE
0
0
0
11977
YELLOW CORP
COM
985510106
54
10702
SH
SOLE
0
0
0
10702
YUM BRANDS INC
COM
988498101
425
3997
SH
SOLE
0
0
0
3997
ZOETIS INC
CL A
98978V103
591
3987
SH
SOLE
0
0
0
3987