Platt Investment Counsel, LLC Portfolio Holdings by Sector
Platt Investment Counsel, LLC
- $104 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ESGV QQQ IWM IJH XLI VCSH 6 stocks |
$97,988
94.59% of portfolio
|
  6  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,934
4.76% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$356
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$313
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|