Platt Investment Counsel, LLC Portfolio Holdings by Sector
Platt Investment Counsel, LLC
- $104 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ESGV QQQ IWM IJH XLI VCSH 6 stocks |
$98,319
94.12% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,069
4.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$726
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$344
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|