Plante Moran Financial Advisors, LLC Purchases in Q3 2024

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
202K
+ 20.19%
$475.2 - $527.7 $95.8M - $106M
1.2M $633M
VXF
Vanguard Extended Market ETF

ETFs
57.7K
+ 12.61%
$163.98 - $182.92 $9.46M - $10.6M
515K $93.8M
VEA
Vanguard Ftse Developed Market

ETFs
29.6K
+ 1.69%
$47.6 - $53.31 $1.41M - $1.58M
1.78M $94.2M
AAPL
Apple Inc.

Technology
2.89K
+ 2.93%
$207.23 - $234.82 $598K - $678K
101K $23.6M
JPM
Jpmorgan Chase & CO

Financial Services
8.13K
+ 53.47%
$194.9 - $224.8 $1.58M - $1.83M
23.3K $4.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.03%
$405.19 - $478.57 $1.62K - $1.91K
14.2K $6.55M
IVV
Ishares Core S&P 500 ETF

ETFs
213
+ 1.36%
$520.18 - $576.82 $111K - $123K
15.8K $9.14M
IBM
International Business Machines Corp

Technology
1.02K
+ 19.21%
$175.1 - $223.38 $178K - $227K
6.31K $1.4M
LOW
Lowes Companies Inc

Consumer Cyclical
1.56K
+ 751.92%
$213.3 - $270.78 $334K - $423K
1.77K $479K
JNJ
Johnson & Johnson

Healthcare
1.11K
+ 7.16%
$145.48 - $167.38 $161K - $185K
16.6K $2.68M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.59K
+ 3.88%
$75.47 - $83.18 $120K - $132K
42.6K $3.54M
DTE
Dte Energy CO

Utilities
600
+ 4.45%
$108.67 - $128.41 $65.2K - $77K
14.1K $1.81M
ABBV
Abb Vie Inc.

Healthcare
30
+ 0.26%
$163.84 - $199.33 $4.92K - $5.98K
11.5K $2.27M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.64K
+ 52.97%
$61.11 - $67.85 $223K - $247K
10.5K $713K
AYI
Acuity Brands Inc

Industrials
804
New
$222.88 - $275.47 $179K - $221K
804 $221K
XOM
Exxon Mobil Corp

Energy
1.39K
+ 5.96%
$109.72 - $119.0 $152K - $165K
24.6K $2.88M
EBC
Eastern Bankshares, Inc.

Financial Services
12.7K
New
$13.69 - $17.09 $174K - $217K
12.7K $208K
MFC
Manulife Financial Corp

Financial Services
6.8K
+ 712.47%
$24.13 - $29.63 $164K - $201K
7.75K $229K
ELV
Elevance Health, Inc.

Healthcare
383
+ 368.27%
$500.12 - $562.29 $192K - $215K
487 $253K
TSLA
Tesla, Inc.

Consumer Cyclical
334
+ 19.96%
$191.76 - $263.26 $64K - $87.9K
2.01K $525K
TECK
Teck Resources LTD

Basic Materials
3.47K
New
$43.48 - $53.4 $151K - $186K
3.47K $181K
NEE
Nextera Energy Inc

Utilities
456
+ 4.72%
$69.9 - $84.97 $31.9K - $38.7K
10.1K $854K
VMC
Vulcan Materials CO

Basic Materials
667
+ 1282.69%
$231.83 - $274.51 $155K - $183K
719 $179K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.32K
+ 24.47%
$92.63 - $105.69 $122K - $140K
6.71K $699K
KKR
Kkr & Co. Inc.

Financial Services
1.11K
New
$104.51 - $133.23 $116K - $147K
1.11K $144K
AXP
American Express CO

Financial Services
306
+ 22.84%
$225.92 - $271.17 $69.1K - $83K
1.65K $446K
ENTG
Entegris Inc

Technology
1.2K
+ 3762.5%
$98.09 - $146.48 $118K - $176K
1.24K $139K
AWI
Armstrong World Industries Inc

Industrials
1.02K
New
$111.43 - $132.72 $114K - $135K
1.02K $133K
AER
Aer Cap Holdings N.V.

Industrials
1.36K
New
$86.24 - $98.28 $117K - $133K
1.36K $128K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.33K
New
$74.21 - $96.5 $98.9K - $129K
1.33K $128K
PM
Philip Morris International Inc.

Consumer Defensive
103
+ 1.8%
$101.25 - $127.45 $10.4K - $13.1K
5.81K $705K
FIS
Fidelity National Information Services, Inc.

Technology
1.49K
New
$72.8 - $85.04 $108K - $127K
1.49K $124K
ITOT
Ishares Core S&P Total U.S. St

ETFs
700
+ 13.85%
$113.41 - $125.62 $79.4K - $87.9K
5.75K $722K
ABT
Abbott Laboratories

Healthcare
5
+ 0.04%
$100.07 - $118.13 $500 - $591
11.8K $1.35M
OTIS
Otis Worldwide Corp

Industrials
1.13K
+ 451.79%
$91.43 - $104.43 $104K - $118K
1.39K $143K
LII
Lennox International Inc

Industrials
196
New
$523.72 - $620.83 $103K - $122K
196 $118K
MTB
M&T Bank Corp

Financial Services
606
+ 195.48%
$146.49 - $179.85 $88.8K - $109K
916 $163K
IWD
Ishares Russell 1000 Val ETF

ETFs
216
+ 4.36%
$173.36 - $189.8 $37.4K - $41K
5.17K $980K
CHDN
Churchill Downs Inc

Consumer Cyclical
858
New
$130.35 - $145.0 $112K - $124K
858 $116K
NKE
Nike, Inc.

Consumer Cyclical
1.07K
+ 66.23%
$71.09 - $89.44 $76K - $95.6K
2.68K $237K
POST
Post Holdings, Inc.

Consumer Defensive
984
New
$103.64 - $118.23 $102K - $116K
984 $113K
CBRE
Cbre Group, Inc.

Real Estate
903
New
$85.97 - $124.48 $77.6K - $112K
903 $112K
STE
Steris PLC

Healthcare
455
New
$213.51 - $247.14 $97.1K - $112K
455 $110K
CSCO
Cisco Systems, Inc.

Technology
1.25K
+ 17.67%
$44.74 - $53.22 $56.1K - $66.7K
8.35K $444K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
955
+ 7.79%
$57.32 - $62.65 $54.7K - $59.8K
13.2K $823K
MC
Moelis & CO

Financial Services
1.55K
New
$57.14 - $70.62 $88.7K - $110K
1.55K $106K
CCI
Crown Castle International Corp

Real Estate
859
+ 1431.67%
$95.29 - $120.24 $81.9K - $103K
919 $109K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1.81K
+ 338.43%
$45.22 - $54.77 $82K - $99.4K
2.35K $128K
APH
Amphenol Corp

Technology
1.6K
+ 313.28%
$58.39 - $70.41 $93.7K - $113K
2.12K $137K
Activity Summary
Buys All Purchases 330 New Holdings 154 Increased Positions 176 Sells All Sells 138 Reductions 137 Sold out 1 Options Calls 0 Puts 0
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