Latest Platt Investment Counsel, LLC Stock Portfolio
$104Million
Equity Portfolio Value
Last Reported on: 19 Apr, 2024
About Platt Investment Counsel, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Platt Investment Counsel, LLC reported an equity portfolio of $104.9 Millions as of 31 Mar, 2024.
The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, AGG. The fund has invested 35.1% of it's portfolio in VANGUARD WORLD FD and 18.4% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off CANOO INC (GOEV) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV) and INVESCO QQQ TR (QQQ). Platt Investment Counsel, LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG) and SELECT SECTOR SPDR TR (XLB).
The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, AGG. The fund has invested 35.1% of it's portfolio in VANGUARD WORLD FD and 18.4% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off CANOO INC (GOEV) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV) and INVESCO QQQ TR (QQQ). Platt Investment Counsel, LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG) and SELECT SECTOR SPDR TR (XLB).
New Buys
| Ticker | $ Bought |
|---|---|
| VANGUARD SCOTTSDALE FDS | 1,066,650 |
New stocks bought by Platt Investment Counsel, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 398 |
| SELECT SECTOR SPDR TR | 69.44 |
| ISHARES TR | 16.08 |
Additions to existing portfolio by Platt Investment Counsel, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD WORLD FD | -25.17 |
| INVESCO QQQ TR | -2.35 |
| VANGUARD WORLD FD | -1.86 |
Platt Investment Counsel, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| CANOO INC | -4,951 |
Platt Investment Counsel, LLC got rid off the above stocks
Current Stock Holdings of Platt Investment Counsel, LLC
Last Reported on: 19 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.24 | 1,487 | 254,991 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 15.53 | 77,486 | 16,295,300 | ADDED | 16.08 | |
| AGG | ISHARES TR | 13.42 | 231,802 | 14,079,700 | ADDED | 398 | |
| AGG | ISHARES TR | 0.39 | 5,475 | 413,253 | UNCHANGED | 0.00 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 1.02 | 13,797 | 1,066,650 | NEW | ||
| EDV | VANGUARD WORLD FD | 35.11 | 395,419 | 36,849,100 | REDUCED | -1.86 | |
| EDV | VANGUARD WORLD FD | 9.94 | 181,546 | 10,433,400 | REDUCED | -25.17 | |
| GOEV | CANOO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QQQ | INVESCO QQQ TR | 18.38 | 43,436 | 19,285,900 | REDUCED | -2.35 | |
| TSLA | TESLA INC | 0.30 | 1,800 | 316,422 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 5.67 | 47,264 | 5,953,420 | ADDED | 69.44 |