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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Platt Investment Counsel

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
Vanguard World Esg Us Stk Etf (ESGV) 35.5 $34M +9% 403k 85.06
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 18.9 $18M +6% 45k 409.52
 View chart
Vanguard World Esg Intl Stk Etf (VSGX) 13.9 $13M 243k 55.28
 View chart
Ishares Tr Russell 2000 Etf (IWM) 13.9 $13M -18% 67k 200.71
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 13.4 $13M -13% 47k 277.15
 View chart
Select Sector Spdr Tr Indl (XLI) 3.3 $3.2M NEW 28k 113.99
 View chart
Tesla Motors (TSLA) 0.5 $447k 1.8k 248.48
 View chart
Ishares Tr Morningstar Grwt (ILCG) 0.4 $371k 5.5k 67.82
 View chart
Apple (AAPL) 0.3 $286k 1.5k 192.53
 View chart
Canoo Com Cl A (GOEV) 0.0 $5.0k 19k 0.26
 View chart

Past Filings by Platt Investment Counsel

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