Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Platt Wealth Management Llc > Profile

Instuitional Investor - Platt Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Platt Wealth Management Llc
Portfolio Value	$100,866

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Capital Group Dividend Value		420,280	$18,341	18.18%
2.	Microsoft Corp	MSFT	15,626	$7,556	7.49%
3.	Monster Beverage Corp	MNST	96,834	$7,424	7.36%
4.	American Centy Etf Tr		59,715	$6,089	6.04%
5.	Jpmorgan Chase & Co	JPM	17,955	$5,785	5.74%