Platform Technology Partners [Rocket]

Holdings

Platform Technology Partners

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Apple Inc.	AAPL	Common	124,266	-767	23,371,943,000	2,753,931,000	11.00		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	37,037	-887	12,313,550,000	1,380,112,000	5.80	0.00	Hist	06/30/2023
AMAZON COM INC	AMZN	Common	48,519	-492	6,248,277,000	1,185,931,000	2.94		Hist	06/30/2023
Apollo Global Management, Inc.	APO	LP	60,662	-2,210	4,729,176,000	758,186,000	2.23	0.01	Hist	06/30/2023
iSHARES TRUST	SHY	1-3 YR TRS BD	54,027	1,155	4,371,296,000	27,369,000	2.06		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	11,849	-133	4,068,591,000	368,909,000	1.91		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	8,705	-217	3,691,409,000	1,213,232,000	1.74	0.00	Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	24,856	-430	3,664,318,000	369,268,000	1.72		Hist	06/30/2023
Schwab US Dividend Equity ETF	SCHD	common	43,596	-29,467	3,192,119,000	-2,153,163,000	1.50		Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	10,371	331	3,093,566,000	965,688,000	1.46		Hist	06/30/2023
SPDR S&P 500 ETF TRUST	SPY	Common	6,822	-238	3,018,498,000	128,208,000	1.42		Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BIV	Common	37,995	2,279	2,827,242,000	86,412,000	1.33		Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	17,476	143	2,772,259,000	85,690,000	1.30		Hist	06/30/2023
FIRST TR EXCH TRADED FD III	FMHI	Common	57,020	182	2,676,498,000	11,363,000	1.26		Hist	06/30/2023
Alphabet Inc.	GOOG	COM	22,599	-282	2,660,128,000	280,504,000	1.25		Hist	06/30/2023
PEPSICO INC	PEP	Common	13,896	0	2,556,626,000	23,299,000	1.20		Hist	06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	5,786	-111	2,352,202,000	134,425,000	1.11		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	19,974	648	2,339,754,000	335,068,000	1.10		Hist	06/30/2023
Tesla, Inc.	TSLA	COM	8,634	3,686	2,329,367,000	1,302,855,000	1.10		Hist	06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND III	FPEI	Common	136,449	-602	2,308,723,000	13,124,000	1.09		Hist	06/30/2023
VANGUARD WHITEHALL FUNDS	VYM	Common	20,746	-237	2,210,901,000	-2,806,000	1.04		Hist	06/30/2023
MCDONALDS CORP	MCD	Common	7,237	89	2,132,955,000	134,166,000	1.00	0.00	Hist	06/30/2023
VISA INC.	V	CL A	8,309	-305	1,998,802,000	56,604,000	0.94		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	4,150	899	1,920,833,000	384,349,000	0.90	0.00	Hist	06/30/2023
RAYTHEON TECHNOLOGIES CORP	RTX	COM	19,257	171	1,887,774,000	18,691,000	0.89		Hist	06/30/2023
iSHARES TRUST	IVV	Common	4,238	-486	1,885,656,000	-56,286,000	0.89		Hist	06/30/2023
HOME DEPOT, INC.	HD	Common	5,917	168	1,855,832,000	159,245,000	0.87	0.00	Hist	06/30/2023
UNION PACIFIC CORP	UNP	Common	8,938	-36	1,848,289,000	42,182,000	0.87	0.00	Hist	06/30/2023
PROCTER & GAMBLE Co	PG	Common	12,471	146	1,846,652,000	13,974,000	0.87	0.00	Hist	06/30/2023
Mastercard Inc	MA	CL A	4,569	45	1,817,625,000	173,497,000	0.86		Hist	06/30/2023
Blackstone Inc.	BX	Stock	17,848	1,037	1,757,490,000	280,784,000	0.83		Hist	06/30/2023
CHEVRON CORP	CVX	Common	11,001	129	1,739,475,000	-34,383,000	0.82	0.00	Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	3,245	29	1,718,559,000	120,855,000	0.81		Hist	06/30/2023
BOEING CO	BA	Common	7,170	197	1,568,420,000	87,232,000	0.74	0.00	Hist	06/30/2023
BRISTOL MYERS SQUIBB CO	BMY	Common	24,316	-693	1,526,784,000	-206,620,000	0.72		Hist	06/30/2023
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