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, XLI, and represent 93.46% of Platt Investment Counsel's stock portfolio.
- Added to shares of these 6 stocks: IWM, QQQ, ESGV, XLI, IJH, VCSH.
- Reduced shares in these 2 stocks: VTI, ILCG.
- Platt Investment Counsel was a net buyer of stock by $2.7M.
- Platt Investment Counsel has $113M in assets under management (AUM), dropping by 8.34%.
- 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 September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Esg Us Stk Etf (ESGV) | 37.1 | $42M | 411k | 101.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 19.6 | $22M | +2% | 45k | 488.07 |
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| Ishares Tr Russell 2000 Etf (IWM) | 17.3 | $20M | +8% | 88k | 220.89 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 13.3 | $15M | 241k | 62.32 |
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| Select Sector Spdr Tr Indl (XLI) | 6.2 | $7.0M | +3% | 51k | 135.44 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 4.5 | $5.1M | -2% | 18k | 283.16 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.0 | $1.1M | 14k | 79.42 |
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| Tesla Motors (TSLA) | 0.4 | $471k | 1.8k | 261.63 |
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| Apple (AAPL) | 0.3 | $347k | 1.5k | 233.00 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $311k | -22% | 3.7k | 84.04 |
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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 Q3 filed Oct. 24, 2024
- Platt Investment Counsel 2024 Q2 filed July 16, 2024
- 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