Platt Investment Counsel, LLC Top Holdings and 13F Report (2024) About Platt Investment Counsel, LLCInvestment ActivityPlatt Investment Counsel, LLC has $101.35 million in total holdings as of September 30, 2024.Platt Investment Counsel, LLC owns shares of 10 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 20.70% of the portfolio was purchased this quarter.About 17.09% of the portfolio was sold this quarter.This quarter, Platt Investment Counsel, LLC has purchased 10 new stocks and bought additional shares in 4 stocks.Platt Investment Counsel, LLC sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard ESG US Stock ETF $38,589,555Invesco QQQ $18,615,771iShares Core S&P Mid-Cap ETF $14,372,685Vanguard Short-Term Corporate Bond ETF $13,195,137iShares Russell 2000 ETF $9,042,288 Largest New Holdings this Quarter 921937793 - Vanguard Long-Term Bond ETF $6,348,222 Holding922908363 - Vanguard S&P 500 ETF $226,634 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 152,074 shares (about $12.00M)Vanguard Long-Term Bond ETF 90,148 shares (about $6.35M)Vanguard ESG US Stock ETF 14,804 shares (about $1.45M)iShares Core S&P Mid-Cap ETF 10,577 shares (about $617.17K)Invesco QQQ 717 shares (about $336.22K) Largest Sales this Quarter iShares Russell 2000 ETF 27,925 shares (about $5.57M)Tesla 300 shares (about $77.75K)iShares Morningstar Growth ETF 364 shares (about $29.48K) 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$38,589,555$1,450,052 ▲3.9%393,97238.1%ETFQQQInvesco QQQ$18,615,771$336,218 ▲1.8%39,69918.4%FinanceIJHiShares Core S&P Mid-Cap ETF$14,372,685$617,167 ▲4.5%246,31914.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$13,195,137$12,004,722 ▲1,008.4%167,15413.0%ETFIWMiShares Russell 2000 ETF$9,042,288$5,570,761 ▼-38.1%45,3278.9%FinanceBLVVanguard Long-Term Bond ETF$6,348,222$6,348,222 ▲New Holding90,1486.3%ETFTSLATesla$388,740$77,748 ▼-16.7%1,5000.4%Auto/Tires/TrucksAAPLApple$305,4290.0%1,3750.3%Computer and TechnologyILCGiShares Morningstar Growth ETF$265,323$29,480 ▼-10.0%3,2760.3%ETFVOOVanguard S&P 500 ETF$226,634$226,634 ▲New Holding4410.2%ETFXLIIndustrial Select Sector SPDR Fund$0$6,571,235 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$5,069,357 ▼-100.0%00.0%ETFShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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 Log In 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.
