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CIK: 0001424717
Total reported value
$2.1B
$2.1B
877 檔
42.1%
As reported in its official Q3 2024 Form 13F filing, Plante Moran Financial Advisors, LLC's tracked investment portfolio stood at $2.1B with 877 total positions.
During Q3 2024, Plante Moran Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, VXF) accounted for 42.1% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 877 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 53.99% | -9.18% | +20.19% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.04% | -1.73% | +1.69% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.00% | +0.42% | +12.61% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 3.73% | -1.21% | -0.59% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 3.49% | -0.37% | -5.39% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.01% | -0.21% | +2.93% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.36% | -0.53% | -3.61% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | -0.25% | -8.75% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.35% | -0.22% | -4.64% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.12% | +1.11% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -0.09% | +1.36% | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.04% | -0.36% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | — | +0.03% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.06% | +53.47% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | -0.04% | -0.82% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | -0.02% | -5.29% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.02% | -25.17% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | -0.02% | -0.68% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.30% | -0.24% | +3.88% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 0.28% | -0.02% | -0.66% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | -0.02% | -0.05% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.10% | EXIT | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.10% | +7.16% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.23% | -0.01% | -9.75% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.01% | -2.01% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | -0.02% | -1.90% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.20% | -0.01% | +0.23% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | -0.02% | -0.11% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | -0.01% | +0.26% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.18% | -0.02% | — | |
| 31 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.17% | — | +0.02% | |
| 32 | DTE | Dte Energy Company | Stock-Utilities | 0.15% | -0.03% | +4.45% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | -0.02% | -27.29% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | -0.01% | +0.06% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.12% | -0.01% | -9.95% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.02% | -6.52% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | -0.01% | +19.21% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | — | -2.62% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | -0.02% | -9.81% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | +0.01% | +0.18% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.11% | -0.02% | +0.04% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.04% | +2.32% | |
| 43 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.10% | -0.02% | — | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.10% | -0.02% | -8.16% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.10% | -0.02% | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | -0.01% | -39.51% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.09% | -0.01% | +1.64% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | -0.01% | +4.36% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.08% | — | -0.76% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.07% | -0.02% | — |
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 877 disclosed positions in Q3 2024.
During Q3 2024, Plante Moran Financial Advisors, LLC's top holdings by market value included VOO (54.0%)、VEA (8.0%)、VXF (8.0%). The largest single position, VOO, represented 54.0% of total portfolio value.
In Q3 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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