Platt Investment Counsel, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $105 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $36.8M, Invesco Qqq Trust, Series 1 with a value of $19.3M, Ishares Russell 2000 ETF with a value of $16.3M, Ishares Core S&P Mid Cap ETF with a value of $14.1M, and Vanguard World Fd Esg Intl Stk with a value of $10.4M.

Examining the 13F form we can see an increase of $8.44M in the current position value, from $96.1M to 105M.

Below you can find more details about Platt Investment Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $105 Million
ETFs: $104 Million
Consumer Cyclical: $316,000
Technology: $254,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $105 Million
  • Prior Value $96.1 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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