PLATT INVESTMENT COUNSEL, LLC Top 13F Holdings

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 …

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$130521835
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PLATT INVESTMENT COUNSEL, LLC Top 13F Holdings

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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 …

whalewisdom.com

$113
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Platt Investment Counsel, LLC Q3 2024 13F Top Portfolio Holdings

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Jul 16, 2024 · Platt Investment Counsel, LLC reported 10 holdings with total value $113 M as of Q3 2024. Top holdings included ESGV, QQQ, IWM, IJH, and XLI. Platt Investment Counsel, …

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$104
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$104Million Platt Investment Counsel, LLC Q2 2024 13F Holdings …

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Platt Investment Counsel, LLC reported 10 stock holdings with total value $104M as of Q2 2024. Top holdings included ESGV, QQQ, IWM, IJH, and XLI. Open main menu. PortfolioSavvy …

portfoliosavvy.com

$82
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Platt Investment Counsel 13F Annual Report (2024) - Wallmine

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$82.8 billion Assets Under Management (AUM) As of 9th July 2024, Platt Investment Counsel’s top holding is 406,441 shares of Vanguard World Fd currently worth over $39.3 billion and …

wallmine.com

$105
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Platt Investment Counsel, LLC Q1 2024 13F Top Portfolio Holdings

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Apr 19, 2024 · Platt Investment Counsel, LLC reported 10 holdings with total value $105 M as of Q1 2024. Top holdings included ESGV, QQQ, IWM, IJH, and VSGX. Platt Investment …

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71%
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Platt Investment Counsel 13F Filings And Top Holdings And Stakes

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May 5, 2021 · Latest statistics and disclosures from Platt Investment Counsel's latest quarterly 13F-HR filing: Top 5 stock holdings are ESGV, QQQ, IWM, IJH, VSGX, and represent 98.71% …

stockzoa.com

$104948054.03
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Platt Investment Counsel, LLC | Form 13F - Radient

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SEC Form 13F for Platt Investment Counsel, LLC, CIK: 1859195 as on 31 Mar 2024. Quarterly holdings report, AUM: $104,948,054.03 ... 13F Holdings Manager holdings insights from 13Fs …

radientanalytics.com

$117
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Platt Investment Counsel, LLC Q4 2021 13F Top Portfolio Holdings

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Platt Investment Counsel, LLC reported 15 holdings with total value $117 M as of Q4 2021. Top holdings included VSGX, ESGV, IJH, IWM, and XLI. Platt Investment Counsel, LLC Q4 2021 …

13f.info

$116
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Platt Investment Counsel, LLC Q2 2021 13F Top Portfolio Holdings

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Platt Investment Counsel, LLC reported 16 holdings with total value $116 M as of Q2 2021. Top holdings included VSGX, ESGV, IJH, IWM, and XLI. Platt Investment Counsel, LLC Q2 2021 …

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$106
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Platt Investment Counsel, LLC Q4 2020 13F Top Portfolio Holdings

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Platt Investment Counsel, LLC reported 14 holdings with total value $106 M as of Q4 2020. Top holdings included VSGX, IJH, QQQ, ESGV, and XLI. Platt Investment Counsel, LLC Q4 2020 …

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