Platt Investment Counsel, LLC Portfolio Holdings

Platt Investment Counsel, LLC

  • $112 Million
  • Q3 2024

Platt Investment Counsel, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $112 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 $41.8M, Invesco Qqq Trust, Series 1 with a value of $22M, Ishares Russell 2000 ETF with a value of $19.5M, Ishares Core S&P Mid Cap ETF with a value of $15M, and Industrial Sector Spdr with a value of $6.96M.

Examining the 13F form we can see an increase of $8.75M in the current position value, from $104M to 112M.

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

Portfolio value $112 Million
ETFs: $112 Million
Consumer Cyclical: $470,000
Technology: $346,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.8 Million 37.21% of portfolio
411,198
Q3 2024 Added 1.17%
$0
$22 Million 19.61% of portfolio
45,146
Q3 2024 Added 2.27%
$0
$19.5 Million 17.36% of portfolio
88,308
Q3 2024 Added 8.66%
$0
$15 Million 13.35% of portfolio
240,585
Q3 2024 Added 0.8%
$0
$6.96 Million 6.2% of portfolio
51,406
Q3 2024 Added 3.81%
$0
$5.12 Million 4.55% of portfolio
18,069
Q3 2024 Reduced 2.04%
$0
$1.12 Million 1.0% of portfolio
14,103
Q3 2024 Added 0.82%
$1.01T
$470,000 0.42% of portfolio
1,800
Q3 2022 Added 200.0%
$3.62T
$346,000 0.31% of portfolio
1,487
Q1 2023 New
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 22.79%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $112 Million
  • Prior Value $104 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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