Latest Platt Investment Counsel, LLC Stock Portfolio
About Platt Investment Counsel, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Platt Investment Counsel, LLC reported an equity portfolio of $112.7 Millions as of 30 Sep, 2024.
The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, IJR. The fund has invested 37.1% of it's portfolio in VANGUARD WORLD FD and 19.6% of portfolio in INVESCO QQQ TR.
They significantly reduced their stock positions in ISHARES TR (IJR) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), SELECT SECTOR SPDR TR (XLB) and INVESCO QQQ TR (QQQ).
The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, IJR. The fund has invested 37.1% of it's portfolio in VANGUARD WORLD FD and 19.6% of portfolio in INVESCO QQQ TR.
They significantly reduced their stock positions in ISHARES TR (IJR) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), SELECT SECTOR SPDR TR (XLB) and INVESCO QQQ TR (QQQ).
Platt Investment Counsel, LLC Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 8.66 |
| select sector spdr tr | 3.81 |
| invesco qqq tr | 2.27 |
| vanguard world fd | 1.17 |
| vanguard scottsdale fds | 0.82 |
| ishares tr | 0.8 |
Additions to existing portfolio by Platt Investment Counsel, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -22.79 |
| vanguard index fds | -2.04 |
Platt Investment Counsel, LLC reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 99.3 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 99.3 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 99.3 |
Platt Investment Counsel, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Platt Investment Counsel, LLC
Last Reported on: 24 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.31 | 1,487 | 346,471 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.99 | 14,103 | 1,120,060 | added | 0.82 | ||
| EDV | vanguard world fd | 37.10 | 411,198 | 41,798,300 | added | 1.17 | ||
| IJR | ishares tr | 17.31 | 88,308 | 19,506,300 | added | 8.66 | ||
| IJR | ishares tr | 13.31 | 240,585 | 14,993,300 | added | 0.8 | ||
| IJR | ishares tr | 0.28 | 3,700 | 310,948 | reduced | -22.79 | ||
| QQQ | invesco qqq tr | 19.56 | 45,146 | 22,034,200 | added | 2.27 | ||
| TSLA | tesla inc | 0.42 | 1,800 | 470,934 | unchanged | 0.00 | ||
| VB | vanguard index fds | 4.54 | 18,069 | 5,116,420 | reduced | -2.04 | ||
| XLB | select sector spdr tr | 6.18 | 51,406 | 6,962,460 | added | 3.81 | ||