0001942548-23-000004.txt : 20230712
0001942548-23-000004.hdr.sgml : 20230712
20230712105905
ACCESSION NUMBER: 0001942548-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230712
DATE AS OF CHANGE: 20230712
EFFECTIVENESS DATE: 20230712
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: 231083520
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
X0202
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0001830817
XXXXXXXX
06-30-2023
06-30-2023
Platform Technology Partners
400 WALL STREET
17TH FLOOR
NEW YORK
NY
10005
13F HOLDINGS REPORT
028-20420
N
Roseann Higgins
Chief Compliance Officer
5132783639
Roseann Higgins
Covington
KY
07-12-2023
0
214
212459960
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SOLE
0
0
0
27665
SNOWFLAKE INC
CL A
833445109
232095
1349
SH
SOLE
0
0
0
1349
SOUTHERN CO
COM
842587107
340090
4808
SH
SOLE
0
0
0
4808
SPDR GOLD TR
GOLD SHS
78463V107
960058
5350
SH
SOLE
0
0
0
5350
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3018498
6822
SH
SOLE
0
0
0
6822
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
394543
811
SH
SOLE
0
0
0
811
STARBUCKS CORP
COM
855244109
1403413
14022
SH
SOLE
0
0
0
14022
STRYKER CORPORATION
COM
863667101
267362
902
SH
SOLE
0
0
0
902
SURFACE ONCOLOGY INC
COM
86877M209
10890
11000
SH
SOLE
0
0
0
11000
SYNAPTOGENIX INC
COM NEW
87167T201
21367
25138
SH
SOLE
0
0
0
25138
T-MOBILE US INC
COM
872590104
255957
1828
SH
SOLE
0
0
0
1828
TARGET CORP
COM
87612E106
585475
4389
SH
SOLE
0
0
0
4389
TECK RESOURCES LTD
CL B
878742204
218332
5227
SH
SOLE
0
0
0
5227
TELESAT CORP
CL A & CL B SHS
879512309
529048
54317
SH
SOLE
0
0
0
54317
TESLA INC
COM
88160R101
2329367
8634
SH
SOLE
0
0
0
8634
TEXAS INSTRS INC
COM
882508104
219055
1225
SH
SOLE
0
0
0
1225
THE CIGNA GROUP
COM
125523100
265078
941
SH
SOLE
0
0
0
941
THE REALREAL INC
COM
88339P101
97812
37050
SH
SOLE
0
0
0
37050
TJX COS INC NEW
COM
872540109
1148269
13550
SH
SOLE
0
0
0
13550
TRANE TECHNOLOGIES PLC
SHS
G8994E103
292431
1508
SH
SOLE
0
0
0
1508
TRIMTABS ETF TR
FCF US QLTY ETF
89628W302
1342522
25566
SH
SOLE
0
0
0
25566
UNILEVER PLC
SPON ADR NEW
904767704
337624
6611
SH
SOLE
0
0
0
6611
UNION PAC CORP
COM
907818108
1848289
8938
SH
SOLE
0
0
0
8938
UNITED PARCEL SERVICE INC
CL B
911312106
350063
1890
SH
SOLE
0
0
0
1890
UNITEDHEALTH GROUP INC
COM
91324P102
1920833
4150
SH
SOLE
0
0
0
4150
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
2827242
37995
SH
SOLE
0
0
0
37995
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2352202
5786
SH
SOLE
0
0
0
5786
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
386021
1749
SH
SOLE
0
0
0
1749
VANGUARD INDEX FDS
SMALL CP ETF
922908751
220977
1092
SH
SOLE
0
0
0
1092
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
372752
4370
SH
SOLE
0
0
0
4370
VANGUARD INDEX FDS
MID CAP ETF
922908629
414457
1851
SH
SOLE
0
0
0
1851
VANGUARD INDEX FDS
VALUE ETF
922908744
1135826
7964
SH
SOLE
0
0
0
7964
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
209003
5104
SH
SOLE
0
0
0
5104
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
606025
13206
SH
SOLE
0
0
0
13206
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
2210901
20746
SH
SOLE
0
0
0
20746
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
376426
1613
SH
SOLE
0
0
0
1613
VERISK ANALYTICS INC
COM
92345Y106
523143
2305
SH
SOLE
0
0
0
2305
VERIZON COMMUNICATIONS INC
COM
92343V104
983514
28108
SH
SOLE
0
0
0
28108
VERTEX PHARMACEUTICALS INC
COM
92532F100
487663
1427
SH
SOLE
0
0
0
1427
VIEW INC
COM CL A
92671V106
5698
35000
SH
SOLE
0
0
0
35000
VISA INC
COM CL A
92826C839
1998802
8309
SH
SOLE
0
0
0
8309
WALMART INC
COM
931142103
1224345
7917
SH
SOLE
0
0
0
7917
WELLS FARGO CO NEW
COM
949746101
483037
11302
SH
SOLE
0
0
0
11302
WEWORK INC
CL A
96209A104
6120
24000
SH
SOLE
0
0
0
24000
WIDEPOINT CORP
COMMON
967590209
53506
26753
SH
SOLE
0
0
0
26753
WILLIAMS COS INC
COM
969457100
1236663
36860
SH
SOLE
0
0
0
36860
WISDOMTREE TR
US LARGECAP DIVD
97717W307
1080436
16996
SH
SOLE
0
0
0
16996
WISDOMTREE TR
US SMALLCAP DIVD
97717W604
1158025
39781
SH
SOLE
0
0
0
39781
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
412742
10575
SH
SOLE
0
0
0
10575
WISDOMTREE TR
US MIDCAP DIVID
97717W505
741066
17343
SH
SOLE
0
0
0
17343
WRAP TECHNOLOGIES INC
COM
98212N107
18385
11977
SH
SOLE
0
0
0
11977
YELLOW CORP
COM
985510106
14127
10702
SH
SOLE
0
0
0
10702
YUM BRANDS INC
COM
988498101
531865
3964
SH
SOLE
0
0
0
3964
YUM CHINA HLDGS INC
COM
98850P109
220432
3873
SH
SOLE
0
0
0
3873
ZOETIS INC
CL A
98978V103
633091
3721
SH
SOLE
0
0
0
3721