test

Peter Platt

@Platt Investment Counsel, Llc

Latest period2024 - Q4ReportedManaged Assets$104.789MTotal holdings10
Assets growth rate-6.98%Assets growth rate (2-Q avg)0.68%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Platt Investment Counsel, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 10 positions.

Assets under management

The assets under management (AUM) of Platt Investment Counsel, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 104.789M in assets, with a quarterly growth rate of -6.98% and a 2-quarter average growth rate of 0.68%. The portfolio is managed by Peter Platt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ESGVVanguard World Fd
Recent Activity
Decreased -7.78%
37.96%
$39.771M
379,168 shares@ $104.89 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -13.65%
19.02%
$19.929M
38,982 shares@ $511.24 avg price
IWMIshares Tr
Recent Activity
Decreased -17.04%
15.45%
$16.186M
73,252 shares@ $220.96 avg price
IJHIshares Tr
Recent Activity
Decreased -2.01%
14.02%
$14.689M
235,742 shares@ $62.32 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -2.98%
6.28%
$6.571M
49,873 shares@ $131.76 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -3.19%
4.84%
$5.069M
17,492 shares@ $289.82 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 6.93%
1.13%
$1.176M
15,080 shares@ $78.02 avg price
TSLATesla Inc
Recent Activity
0.7%
$726,912
1,800 shares@ $403.84 avg price
AAPLApple Inc
Recent Activity
Decreased -7.53%
0.33%
$344,328
1,375 shares@ $250.43 avg price
ILCGIshares Tr
Recent Activity
Decreased -1.62%
0.32%
$326,144
3,640 shares@ $89.6 avg price