Top 50 Platform Technology Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.37% | 150.5K | $38.2M | +5.13%(+7.34K) | $114.66(+160.65%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.4% | 130.7K | $22.8M | +11.48%(+13.46K) | $102.13(+121.13%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.04% | 42.6K | $15.8M | +10.14%(+3.92K) | $232.07(+74.60%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.76% | 68.6K | $14.3M | +10.14%(+6.31K) | $142.21(+89.95%) | 2026-03-31 | |
| EVSD | MORGAN STANLEY ETF TRUST | 2.56% | 260.2K | $13.3M | +4.34%(+10.83K) | $50.94(+0.10%) | 2026-03-31 | |
| FTRB | FEDERATED HERMES ETF TRUST | 2.33% | 480.9K | $12.1M | +5.37%(+24.52K) | $25.15(-0.29%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.26% | 381.6K | $11.7M | +8.82%(+30.93K) | $25.03(+26.85%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.97% | 15.6K | $10.2M | +26.93%(+3.31K) | $451.15(+65.30%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.78% | 31.3K | $9.2M | +7.52%(+2.19K) | $143.13(+109.78%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.63% | 29.3K | $8.4M | +9.89%(+2.64K) | $143.54(+180.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.29% | +49.29% |
| Top 20 Holdings Unweighted | +13.36% | +45.66% |
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