Platt Investment Counsel
Latest statistics and disclosures from Platt Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESGV, QQQ, IJH, VCSH, IWM, and represent 92.57% of Platt Investment Counsel's stock portfolio.
- Added to shares of these 6 stocks: VCSH (+$12M), BLV (+$6.3M), ESGV, IJH, QQQ, VOO.
- Started 2 new stock positions in VOO, BLV.
- Reduced shares in these 5 stocks: , IWM (-$5.6M), VTI (-$5.1M), TSLA, ILCG.
- Sold out of its positions in XLI, VTI.
- Platt Investment Counsel was a net buyer of stock by $3.7M.
- Platt Investment Counsel has $101M in assets under management (AUM), dropping by -3.28%.
- 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 March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Esg Us Stk Etf (ESGV) | 38.1 | $39M | +3% | 394k | 97.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 18.4 | $19M | 40k | 468.92 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 14.2 | $14M | +4% | 246k | 58.35 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 13.0 | $13M | +1008% | 167k | 78.94 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 8.9 | $9.0M | -38% | 45k | 199.49 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 6.3 | $6.3M | NEW | 90k | 70.42 |
|
| Tesla Motors (TSLA) | 0.4 | $389k | -16% | 1.5k | 259.16 |
|
| Apple (AAPL) | 0.3 | $305k | 1.4k | 222.13 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $265k | -10% | 3.3k | 80.99 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $227k | NEW | 441.00 | 513.91 |
|
Past Filings by Platt Investment Counsel
SEC 13F filings are viewable for Platt Investment Counsel going back to 2020
- Platt Investment Counsel 2025 Q1 filed April 10, 2025
- Platt Investment Counsel 2024 Q4 filed Jan. 15, 2025
- 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