Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PLATFORM TECHNOLOGY PARTNERS 02-13-2024 12-31-2023 207 257,341,324
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $23,254,291 124,255 0.01 0.01 -3,696 -2.89 12-31-2023
MICROSOFT CORP COM 2 $16,293,506 39,237 0.01 0.01 1,671 4.45 12-31-2023
AMAZON COM INC COM 3 $8,682,546 50,380 0.00 0.00 -1,561 -3.01 12-31-2023
APOLLO GLOBAL MGMT INC COM 4 $7,812,498 71,753 0.00 0.00 -4,346 -5.71 12-31-2023
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