Platt Investment Counsel, LLC Top Holdings and 13F Report (2024) About Platt Investment Counsel, LLCInvestment ActivityPlatt Investment Counsel, LLC has $112.66 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 2.58% of the portfolio was purchased this quarter.About 0.18% of the portfolio was sold this quarter.This quarter, Platt Investment Counsel, LLC has purchased 10 new stocks and bought additional shares in 6 stocks.Platt Investment Counsel, LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard ESG US Stock ETF $41,798,274Invesco QQQ $22,034,249iShares Russell 2000 ETF $19,506,299iShares Core S&P Mid-Cap ETF $14,993,264Industrial Select Sector SPDR Fund $6,962,465 Largest Purchases this Quarter iShares Russell 2000 ETF 7,039 shares (about $1.55M)Invesco QQQ 1,002 shares (about $489.04K)Vanguard ESG US Stock ETF 4,757 shares (about $483.55K)Industrial Select Sector SPDR Fund 1,889 shares (about $255.85K)iShares Core S&P Mid-Cap ETF 1,902 shares (about $118.53K) Largest Sales this Quarter Vanguard Total Stock Market ETF 376 shares (about $106.47K)iShares Morningstar Growth ETF 1,092 shares (about $91.77K) 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$41,798,274$483,549 ▲1.2%411,19837.1%ETFQQQInvesco QQQ$22,034,249$489,043 ▲2.3%45,14619.6%FinanceIWMiShares Russell 2000 ETF$19,506,299$1,554,840 ▲8.7%88,30817.3%FinanceIJHiShares Core S&P Mid-Cap ETF$14,993,264$118,533 ▲0.8%240,58513.3%ETFXLIIndustrial Select Sector SPDR Fund$6,962,465$255,847 ▲3.8%51,4066.2%ETFVTIVanguard Total Stock Market ETF$5,116,418$106,468 ▼-2.0%18,0694.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,120,060$9,133 ▲0.8%14,1031.0%ETFTSLATesla$470,9340.0%1,8000.4%Auto/Tires/TrucksAAPLApple$346,4710.0%1,4870.3%Computer and TechnologyILCGiShares Morningstar Growth ETF$310,948$91,772 ▼-22.8%3,7000.3%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.
