Platt Investment Counsel, LLC Portfolio Holdings

Platt Investment Counsel, LLC

  • $104 Million
  • Q2 2024

Platt Investment Counsel, LLC has filed its 13F form on July 16, 2024 for Q2 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 $39.3M, Invesco Qqq Trust, Series 1 with a value of $21.1M, Ishares Russell 2000 ETF with a value of $16.5M, Ishares Core S&P Mid Cap ETF with a value of $14M, and Industrial Sector Spdr with a value of $6.03M.

Examining the 13F form we can see an decrease of $940K in the current position value, from $105M 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: $356,000
Technology: $313,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.3 Million 37.91% of portfolio
406,441
Q2 2024 Added 2.79%
$0
$21.1 Million 20.42% of portfolio
44,144
Q2 2024 Added 1.63%
$0
$16.5 Million 15.92% of portfolio
81,269
Q2 2024 Added 4.88%
$0
$14 Million 13.48% of portfolio
238,683
Q2 2024 Added 2.97%
$0
$6.03 Million 5.82% of portfolio
49,517
Q2 2024 Added 4.77%
$0
$4.93 Million 4.76% of portfolio
18,445
Q2 2024 New
$0
$1.08 Million 1.04% of portfolio
13,988
Q2 2024 Added 1.38%
$694B
$356,000 0.34% of portfolio
1,800
Q3 2022 Added 200.0%
$3.5T
$313,000 0.3% of portfolio
1,487
Q1 2023 New
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 12.47%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $104 Million
  • Prior Value $105 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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