test

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
TSLATesla Inc
Recent Activity
Decreased -1%
0.94%
$2.98M
11,390 shares@ $261.62 avg price
FMHIFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 1.8%
0.93%
$2.939M
59,498 shares@ $49.4 avg price
GEGe Aerospace
Recent Activity
Decreased -1.91%
0.93%
$2.939M
15,585 shares@ $188.58 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.37%
0.92%
$2.926M
17,206 shares@ $170.05 avg price
BXBlackstone Inc
Recent Activity
Increased 4.33%
0.92%
$2.907M
18,981 shares@ $153.13 avg price
VYMVanguard Whitehall Fds
Recent Activity
0.89%
$2.82M
21,996 shares@ $128.21 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 17.45%
0.88%
$2.798M
43,139 shares@ $64.86 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.52%
0.88%
$2.794M
33,054 shares@ $84.53 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -15.72%
0.85%
$2.686M
5,092 shares@ $527.58 avg price
VVisa Inc
Recent Activity
Increased 1.4%
0.84%
$2.666M
9,696 shares@ $274.94 avg price