Platt Investment Counsel, LLC Top Holdings and 13F Report (2024) → Biden FINISHED On June 13th? (From Paradigm Press) (Ad) About Platt Investment Counsel, LLCInvestment ActivityPlatt Investment Counsel, LLC has $104.95 million in total holdings as of March 31, 2024.Platt Investment Counsel, LLC owns shares of 10 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 16.22% of the portfolio was purchased this quarter.About 4.45% of the portfolio was sold this quarter.This quarter, Platt Investment Counsel, LLC has purchased 10 new stocks and bought additional shares in 3 stocks.Platt Investment Counsel, LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard ESG US Stock ETF $36,849,094Invesco QQQ $19,285,874iShares Russell 2000 ETF $16,295,254iShares Core S&P Mid-Cap ETF $14,079,659Vanguard ESG International Stock ETF $10,433,444 Largest New Holdings this Quarter Vanguard Short-Term Corporate Bond ETF $1,066,646 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 185,326 shares (about $11.26M)Industrial Select Sector SPDR Fund 19,369 shares (about $2.44M)iShares Russell 2000 ETF 10,731 shares (about $2.26M)Vanguard Short-Term Corporate Bond ETF 13,797 shares (about $1.07M) Largest Sales this Quarter Vanguard ESG International Stock ETF 61,054 shares (about $3.51M)Vanguard ESG US Stock ETF 7,485 shares (about $697.53K)Invesco QQQ 1,044 shares (about $463.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlatt Investment Counsel, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESGVVanguard ESG US Stock ETF$36,849,094$697,527 ▼-1.9%395,41935.1%ETFQQQInvesco QQQ$19,285,874$463,543 ▼-2.3%43,43618.4%FinanceIWMiShares Russell 2000 ETF$16,295,254$2,256,722 ▲16.1%77,48615.5%FinanceIJHiShares Core S&P Mid-Cap ETF$14,079,659$11,256,706 ▲398.8%231,80213.4%ETFVSGXVanguard ESG International Stock ETF$10,433,444$3,508,772 ▼-25.2%181,5469.9%ETFXLIIndustrial Select Sector SPDR Fund$5,953,415$2,439,736 ▲69.4%47,2645.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,066,646$1,066,646 ▲New Holding13,7971.0%ETFILCGiShares Morningstar Growth ETF$413,2530.0%5,4750.4%ETFTSLATesla$316,4220.0%1,8000.3%Auto/Tires/TrucksAAPLApple$254,9910.0%1,4870.2%Computer and TechnologyCANOO INC$0$4,951 ▼-100.0%00.0%COM CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
