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PLATT INVESTMENT COUNSEL, LLC

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LAKE MARY FL Investment Advisor
13F Summary
Platt Investment Counsel is based out of Lake Mary. Platt Investment Counsel is a large advisory firm with 145 clients and discretionary assets under management (AUM) of $130,521,835 (Form ADV from 2024-01-19). Their last reported 13F filing for Q4 2023 included $96,465,990 in managed 13F securities and a top 10 holdings concentration of 100.0%. Platt Investment Counsel's largest holding is VANGUARD ESG U.S. STOCK ETF-ETF Shares with shares held of 402,904. Whalewisdom has at least 13 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
IWM iShares Russell 2000 3.42%
IJH iShares Core S&P Mid 2.57%

2023-12-31

13F Holdings Summary

Name $ Change
ESGV VANGUARD ESG U.S. ST 35.53%
QQQ Invesco QQQ Trust, S 18.88%
VSGX VANGUARD ESG INTERNA 13.9%
IWM iShares Russell 2000 13.89%
IJH iShares Core S&P Mid 13.35%

2023-12-31

13F Activity

Market Value $96.5m, Prior: $83.8m
New Purchases 1 stocks
Added To 3 stocks
Sold out of 0 stocks
Reduced holdings in 2 stocks
Top 10 Holdings % 100%
Turnover %[1] 10%
Turnover Alt %[2] 4.62%
Time Held Top 20 8.9 quarters
Time Held Top 10 7.6 quarters
Time Held All 9.4 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance