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CIK: 0001424717
Total reported value
$2.1B
$2.1B
846 檔
31.8%
According to the latest 13F quarterly dataset, Plante Moran Financial Advisors, LLC managed an equity portfolio of $2.1B at the end of Q1 2024, spanning 846 distinct U.S. exchange-listed positions.
During Q1 2024, Plante Moran Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 846 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 47.46% | -9.18% | +5.04% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.46% | -1.73% | +7.78% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.22% | +0.42% | +6.10% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 4.91% | -0.37% | -12.40% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 4.29% | -1.21% | -1.59% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.94% | -0.22% | -2.51% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | -0.25% | +1.45% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.71% | -0.53% | -10.67% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.70% | -0.21% | -4.39% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.12% | -3.89% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.93% | -0.04% | -86.69% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.09% | +14.44% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | — | +5.02% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | -0.02% | -5.02% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | -0.02% | -24.91% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.04% | -3.14% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | -0.02% | -9.70% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.35% | -0.24% | -3.53% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 0.35% | -0.02% | -91.32% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.06% | -13.56% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.01% | -4.05% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.10% | EXIT | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | -0.02% | -2.66% | |
| 24 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.27% | — | -1.57% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.01% | +0.83% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | -0.02% | +8.42% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.10% | +5.37% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.02% | -2.73% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | -0.01% | -11.11% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.22% | -0.01% | -3.12% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.20% | -0.02% | — | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.20% | — | -0.28% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.20% | -0.01% | -1.16% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.17% | -0.02% | +0.78% | |
| 35 | DTE | Dte Energy Company | Stock-Utilities | 0.17% | -0.03% | -0.61% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | -0.02% | -21.07% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.14% | -0.02% | +0.65% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.13% | -0.01% | -3.32% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | -0.02% | -14.54% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | -0.01% | -11.49% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.13% | — | -2.80% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.13% | -0.01% | — | |
| 43 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.12% | -0.02% | +6.95% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.12% | -0.02% | -2.17% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.12% | -0.01% | +73.98% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.04% | -0.27% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | -0.01% | -0.95% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.11% | -0.01% | +12.79% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.11% | -0.02% | -1.49% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.01% | -15.34% |
According to official SEC Form 13F filings, Plante Moran Financial Advisors, LLC reported a total U.S. public equity portfolio value of $2.1B across 846 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, VXF) accounted for 31.8% of total reported equity market value during Q1 2024.
During Q1 2024, Plante Moran Financial Advisors, LLC's top holdings by market value included VOO (47.5%)、VEA (10.5%)、VXF (6.2%). The largest single position, VOO, represented 47.5% of total portfolio value.
In Q1 2024, Plante Moran Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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