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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Positions held by Platt Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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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
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Invesco Qqq Tr Unit Ser 1 (QQQ) 17.7 $16M +30% 42k 369.42
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Ishares Tr Russell 2000 Etf (IWM) 17.6 $16M +23% 83k 187.27
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Ishares Tr Core S&p Mcp Etf (IJH) 16.0 $14M +8% 54k 261.48
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Vanguard World Esg Intl Stk Etf (VSGX) 14.4 $13M +15% 239k 53.11
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Tesla Motors (TSLA) 0.5 $471k 1.8k 261.77
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Ishares Tr Morningstar Grwt (ILCG) 0.4 $366k -7% 5.9k 62.34
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Apple (AAPL) 0.3 $288k 1.5k 193.97
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Canoo Com Cl A (GOEV) 0.0 $6.8k NEW 14k 0.48
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Past Filings by Platt Investment Counsel

SEC 13F filings are viewable for Platt Investment Counsel going back to 2020