Platt Investment Counsel, LLC Portfolio Holdings

Platt Investment Counsel, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $101 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 $38.4M, Invesco Qqq Trust, Series 1 with a value of $18.6M, Ishares Core S&P Mid Cap ETF with a value of $14.3M, Vanguard Sht Term Corp Bd ETF with a value of $13.2M, and Ishares Russell 2000 ETF with a value of $9.09M.

Examining the 13F form we can see an decrease of $3.58M in the current position value, from $104M to 101M.

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