Platt Investment Counsel, LLC Portfolio Holdings

Platt Investment Counsel, LLC

  • $104 Million
  • Q4 2024

Platt Investment Counsel, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $104 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 $39.8M, Invesco Qqq Trust, Series 1 with a value of $19.9M, Ishares Russell 2000 ETF with a value of $16.2M, Ishares Core S&P Mid Cap ETF with a value of $14.7M, and Industrial Sector Spdr with a value of $6.57M.

Examining the 13F form we can see an decrease of $7.89M in the current position value, from $112M to 104M.

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

Portfolio value $104 Million
ETFs: $103 Million
Consumer Cyclical: $726,000
Technology: $344,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.8 Million 38.07% of portfolio
379,168
Q4 2024 Reduced 7.79%
$0
$19.9 Million 19.08% of portfolio
38,982
Q4 2024 Reduced 13.65%
$0
$16.2 Million 15.49% of portfolio
73,252
Q4 2024 Reduced 17.05%
$0
$14.7 Million 14.06% of portfolio
235,742
Q4 2024 Reduced 2.01%
$0
$6.57 Million 6.29% of portfolio
49,873
Q4 2024 Reduced 2.98%
$0
$5.07 Million 4.85% of portfolio
17,492
Q4 2024 Reduced 3.19%
$0
$1.18 Million 1.13% of portfolio
15,080
Q4 2024 Added 6.93%
$1.26T
$726,000 0.7% of portfolio
1,800
Q3 2022 Added 200.0%
$3.83T
$344,000 0.33% of portfolio
1,375
Q4 2024 Reduced 7.53%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.62%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $104 Million
  • Prior Value $112 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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