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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
UNPUnion Pac Corp
Recent Activity
Decreased -0.48%
0.66%
$2.087M
8,469 shares@ $246.48 avg price
WMTWalmart Inc
Recent Activity
Increased 0.02%
0.65%
$2.059M
25,497 shares@ $80.75 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.67%
0.64%
$2.008M
10,169 shares@ $197.47 avg price
TTACTrimtabs Etf Tr
Recent Activity
Decreased -5.97%
0.62%
$1.95M
29,919 shares@ $65.19 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -4.55%
0.61%
$1.929M
42,248 shares@ $45.65 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 0.86%
0.61%
$1.908M
16,551 shares@ $115.3 avg price
TYTri Contl Corp
Recent Activity
New Position
0.6%
$1.907M
57,712 shares@ $33.05 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -3.88%
0.6%
$1.906M
2,152 shares@ $885.81 avg price
MDTMedtronic Plc
Recent Activity
Decreased -0.15%
0.6%
$1.882M
20,905 shares@ $90.03 avg price
TAFIAb Active Etfs Inc
Recent Activity
0.59%
$1.868M
73,759 shares@ $25.32 avg price