Platt Investment Counsel, LLC Portfolio Holdings

Platt Investment Counsel, LLC

  • $101 Million
  • Q1 2025

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.

Portfolio value $101 Million
ETFs: $100 Million
Consumer Cyclical: $388,000
Technology: $305,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $101 Million
  • Prior Value $104 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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