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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
PGProcter And Gamble Co
Recent Activity
Decreased -0.42%
0.83%
$2.633M
15,205 shares@ $173.2 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.55%
0.83%
$2.622M
8,611 shares@ $304.49 avg price
CBChubb Limited
Recent Activity
Decreased -0.51%
0.82%
$2.601M
9,018 shares@ $288.39 avg price
SHYIshares Tr
Recent Activity
Decreased -13.01%
0.82%
$2.585M
31,091 shares@ $83.15 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -0.53%
0.82%
$2.58M
5,212 shares@ $495.05 avg price
VUGVanguard Index Fds
Recent Activity
Increased 25.13%
0.76%
$2.414M
6,289 shares@ $383.92 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 0.47%
0.76%
$2.409M
4,122 shares@ $584.55 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.21%
0.76%
$2.389M
4,087 shares@ $584.58 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.37%
0.67%
$2.1M
6,519 shares@ $322.18 avg price
SBUXStarbucks Corp
Recent Activity
Increased 11.98%
0.66%
$2.093M
21,470 shares@ $97.49 avg price