Platt Investment Counsel
Latest statistics and disclosures from Platt Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESGV, QQQ, VSGX, IWM, IJH, and represent 95.55% of Platt Investment Counsel's stock portfolio.
- Added to shares of these 4 stocks: XLI, ESGV, QQQ, VSGX.
- Started 1 new stock position in XLI.
- Reduced shares in these 2 stocks: IWM, IJH.
- Platt Investment Counsel was a net buyer of stock by $2.2M.
- Platt Investment Counsel has $97M in assets under management (AUM), dropping by 15.11%.
- Central Index Key (CIK): 0001859195
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Platt Investment Counsel holds 10 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard World Esg Us Stk Etf (ESGV) | 35.5 | $34M | +9% | 403k | 85.06 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 18.9 | $18M | +6% | 45k | 409.52 |
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Vanguard World Esg Intl Stk Etf (VSGX) | 13.9 | $13M | 243k | 55.28 |
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Ishares Tr Russell 2000 Etf (IWM) | 13.9 | $13M | -18% | 67k | 200.71 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 13.4 | $13M | -13% | 47k | 277.15 |
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Select Sector Spdr Tr Indl (XLI) | 3.3 | $3.2M | NEW | 28k | 113.99 |
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Tesla Motors (TSLA) | 0.5 | $447k | 1.8k | 248.48 |
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Ishares Tr Morningstar Grwt (ILCG) | 0.4 | $371k | 5.5k | 67.82 |
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Apple (AAPL) | 0.3 | $286k | 1.5k | 192.53 |
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Canoo Com Cl A (GOEV) | 0.0 | $5.0k | 19k | 0.26 |
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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 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