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CIK: 0001424717
Total reported value
$2.1B
$2.1B
911 檔
44.3%
The Q4 2024 SEC filing reveals that Plante Moran Financial Advisors, LLC held a total portfolio value of $2.1B, covering 911 public equity positions.
During Q4 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 911 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 56.37% | -9.18% | +5.01% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.61% | +0.42% | +5.85% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.61% | -1.73% | +7.34% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 3.60% | -1.21% | -3.33% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 3.00% | -0.37% | -9.95% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.99% | -0.21% | -5.68% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | -0.25% | +2.62% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.28% | -0.53% | -2.23% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.13% | -0.22% | -5.71% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | -0.12% | -3.91% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.09% | -19.12% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | — | -10.61% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.04% | +4.15% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.02% | +13.94% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | -0.02% | -0.50% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.34% | -0.04% | -45.25% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | -0.02% | -1.27% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | -0.02% | +2.30% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.29% | -0.24% | +195.35% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.06% | -41.04% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.24% | -0.01% | +14.67% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.02% | +4.07% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.10% | EXIT | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 0.22% | -0.02% | -18.61% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | -0.02% | — | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.01% | -0.94% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.10% | -10.00% | |
| 28 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.16% | — | -0.02% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.01% | +36.27% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.16% | -0.01% | -0.23% | |
| 31 | DTE | Dte Energy Company | Stock-Utilities | 0.14% | -0.03% | +2.28% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | -0.02% | +0.04% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | -0.02% | +1.22% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | -0.01% | +24.47% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.11% | -0.01% | -6.56% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | -0.01% | +0.79% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | -0.01% | -1.37% | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.10% | -0.02% | +0.53% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.10% | -0.02% | +0.58% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.04% | -17.89% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.09% | -0.02% | -7.29% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.09% | — | -10.47% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | +0.02% | +170.90% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.08% | — | +67.73% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | -0.01% | -21.14% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | -0.01% | -1.94% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.08% | +0.01% | +283.61% | |
| 48 | FMB | First Trust Managed Municipa | ETF-Other | 0.08% | -0.01% | +256.79% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | -0.01% | +12.61% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.08% | -0.02% | +22.49% |
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 911 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VXF, VEA) accounted for 44.3% of total reported equity market value during Q4 2024.
During Q4 2024, Plante Moran Financial Advisors, LLC's top holdings by market value included VOO (56.4%)、VXF (8.6%)、VEA (7.6%). The largest single position, VOO, represented 56.4% of total portfolio value.
In Q4 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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