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 Market Cap. of $50 Millions to $300 Millions

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

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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