Platt Investment Counsel
Latest statistics and disclosures from Platt Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESGV, QQQ, IWM, IJH, VSGX, and represent 92.37% of Platt Investment Counsel's stock portfolio.
- Added to shares of these 4 stocks: IJH (+$11M), XLI, IWM, VCSH.
- Started 1 new stock position in VCSH.
- Reduced shares in these 4 stocks: VSGX, ESGV, QQQ, Canoo Inc Com Cl A.
- Sold out of its position in Canoo Inc Com Cl A.
- Platt Investment Counsel was a net buyer of stock by $12M.
- Platt Investment Counsel has $105M in assets under management (AUM), dropping by 8.79%.
- Central Index Key (CIK): 0001859195
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Portfolio Holdings for Platt Investment Counsel
Platt Investment Counsel holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Esg Us Stk Etf (ESGV) | 35.1 | $37M | 395k | 93.19 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 18.4 | $19M | -2% | 43k | 444.01 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 15.5 | $16M | +16% | 78k | 210.30 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 13.4 | $14M | +398% | 232k | 60.74 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 9.9 | $10M | -25% | 182k | 57.47 |
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| Select Sector Spdr Tr Indl (XLI) | 5.7 | $6.0M | +69% | 47k | 125.96 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.0 | $1.1M | NEW | 14k | 77.31 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.4 | $413k | 5.5k | 75.48 |
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| Tesla Motors (TSLA) | 0.3 | $316k | 1.8k | 175.79 |
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| Apple (AAPL) | 0.2 | $255k | 1.5k | 171.48 |
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Past Filings by Platt Investment Counsel
SEC 13F filings are viewable for Platt Investment Counsel going back to 2020
- Platt Investment Counsel 2024 Q1 filed April 19, 2024
- Platt Investment Counsel 2023 Q4 filed Jan. 9, 2024
- Platt Investment Counsel 2023 Q3 filed Oct. 10, 2023
- Platt Investment Counsel 2023 Q2 filed July 13, 2023
- Platt Investment Counsel 2023 Q1 filed April 6, 2023
- Platt Investment Counsel 2022 Q4 filed Jan. 17, 2023
- Platt Investment Counsel 2022 Q3 filed Oct. 12, 2022
- Platt Investment Counsel 2022 Q2 filed July 11, 2022
- Platt Investment Counsel 2022 Q1 filed April 18, 2022
- Platt Investment Counsel 2021 Q4 filed Jan. 13, 2022
- Platt Investment Counsel 2021 Q3 filed Oct. 8, 2021
- Platt Investment Counsel 2021 Q2 filed July 14, 2021
- Platt Investment Counsel 2021 Q1 filed May 12, 2021
- Platt Investment Counsel 2020 Q4 filed May 5, 2021