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 98.71% of Platt Investment Counsel's stock portfolio.
- Added to shares of these 6 stocks: ESGV, QQQ, IWM, VSGX, IJH, GOEV.
- Started 1 new stock positions in GOEV.
- Reduced shares in these 2 stocks: , ILCG.
- Sold out of its positions in XLI.
- Platt Investment Counsel was a net buyer of stock by $8.1M.
- Platt Investment Counsel has $88M in assets under management (AUM), dropping by 17.81%.
- Central Index Key (CIK): 0001859195
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Portfolio Holdings for Platt Investment Counsel
Platt Investment Counsel holds 9 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Esg Us Stk Etf (ESGV) | 33.1 | $29M | +16% | 372k | 78.35 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.7 | $16M | +30% | 42k | 369.42 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 17.6 | $16M | +23% | 83k | 187.27 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 16.0 | $14M | +8% | 54k | 261.48 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 14.4 | $13M | +15% | 239k | 53.11 |
|
| Tesla Motors (TSLA) | 0.5 | $471k | 1.8k | 261.77 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.4 | $366k | -7% | 5.9k | 62.34 |
|
| Apple (AAPL) | 0.3 | $288k | 1.5k | 193.97 |
|
|
| Canoo Com Cl A (GOEV) | 0.0 | $6.8k | NEW | 14k | 0.48 |
|
Past Filings by Platt Investment Counsel
SEC 13F filings are viewable for Platt Investment Counsel going back to 2020
- 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