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Lejeana Love

@Platform Technology Partners

Latest period2024 - Q3ReportedManaged Assets$318.035MTotal holdings224
Assets growth rate9.47%Assets growth rate (2-Q avg)11.19%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Platform Technology Partners's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 224 positions.

Assets under management

The assets under management (AUM) of Platform Technology Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 318.035M in assets, with a quarterly growth rate of 9.47% and a 2-quarter average growth rate of 11.19%. The portfolio is managed by Lejeana Love, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 1.28%
9.65%
$30.668M
133,028 shares@ $230.54 avg price
APOApollo Global Mgmt Inc
Recent Activity
Increased 3.59%
2.67%
$8.469M
67,804 shares@ $124.91 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 7.45%
2.24%
$7.12M
84,230 shares@ $84.53 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.54%
2.05%
$6.507M
14,138 shares@ $460.24 avg price
JSCPJ P Morgan Exchange Traded F
Recent Activity
Increased 33.17%
1.88%
$5.962M
125,470 shares@ $47.52 avg price
IVVIshares Tr
Recent Activity
Increased 8.69%
1.81%
$5.745M
9,961 shares@ $576.78 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.63%
1.28%
$4.062M
7,080 shares@ $573.71 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.28%
1.25%
$3.973M
23,957 shares@ $165.85 avg price
FTRBFederated Hermes Etf Trust
Recent Activity
Increased 52.92%
1.19%
$3.776M
146,344 shares@ $25.8 avg price
CVXChevron Corp New
Recent Activity
Increased 22.54%
1.07%
$3.379M
22,942 shares@ $147.27 avg price