Plante Moran Financial Advisors, LLC Incresed Positions in Q3 2024

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1K
+ 160.74%
$53.01 - $82.74 $53.2K - $83K
1.63K $105K
IAU
Ishares Gold Trust

ETFs
219
+ 3.16%
$44.06 - $50.5 $9.65K - $11.1K
7.14K $354K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
446
+ 15.45%
$68.79 - $76.02 $30.7K - $33.9K
3.33K $253K
COF
Capital One Financial Corp

Financial Services
329
+ 506.15%
$131.42 - $153.05 $43.2K - $50.4K
394 $58K
MA
Mastercard Inc

Financial Services
14
+ 1.78%
$429.6 - $500.99 $6.01K - $7.01K
800 $395K
DVY
Ishares Tr

ETFs
100
+ 3.96%
$119.99 - $135.74 $12K - $13.6K
2.62K $354K
KO
Coca Cola CO

Consumer Defensive
97
+ 2.07%
$62.69 - $73.01 $6.08K - $7.08K
4.78K $343K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
951
+ 337.23%
$41.9 - $48.26 $39.8K - $45.9K
1.23K $58K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
36
+ 1.03%
$127.29 - $141.5 $4.58K - $5.09K
3.54K $493K
MCK
Mckesson Corp

Healthcare
98
+ 171.93%
$479.06 - $630.38 $46.9K - $61.8K
155 $76K
CME
Cme Group Inc.

Financial Services
29
+ 1.97%
$193.43 - $220.62 $5.61K - $6.4K
1.5K $331K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
435
+ 334.62%
$83.76 - $91.82 $36.4K - $39.9K
565 $51K
T
At&T Inc.

Communication Services
1.26K
+ 30.07%
$18.21 - $22.28 $22.9K - $28K
5.43K $119K
NOW
Service Now, Inc.

Technology
8
+ 2.86%
$730.87 - $937.36 $5.85K - $7.5K
288 $257K
IYW
Ishares Dj Us Tech ETF

ETFs
218
+ 15.59%
$133.16 - $158.73 $29K - $34.6K
1.62K $245K
CMCSA
Comcast Corp

Communication Services
528
+ 12.65%
$37.33 - $41.78 $19.7K - $22.1K
4.7K $196K
DUK
Duke Energy Corp

Utilities
108
+ 9.69%
$99.35 - $117.71 $10.7K - $12.7K
1.22K $141K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
69
+ 0.96%
$60.84 - $67.51 $4.2K - $4.66K
7.28K $491K
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.18%
$434.77 - $502.96 $2.17K - $2.51K
2.82K $1.38M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
184
+ 8.37%
$64.57 - $71.76 $11.9K - $13.2K
2.38K $170K
BMY
Bristol Myers Squibb CO

Healthcare
89
+ 4.17%
$39.66 - $51.75 $3.53K - $4.61K
2.22K $115K
VT
Vanguard Total World Stk Index

ETFs
73
+ 2.88%
$107.72 - $119.96 $7.86K - $8.76K
2.61K $311K
XLF
Financial Sector Spdr

ETFs
431
+ 25.59%
$40.84 - $45.74 $17.6K - $19.7K
2.12K $95K
FITB
Fifth Third Bancorp

Financial Services
18
+ 0.51%
$36.01 - $43.64 $648 - $786
3.54K $151K
MSI
Motorola Solutions, Inc.

Technology
16
+ 6.67%
$385.65 - $450.49 $6.17K - $7.21K
256 $115K
HEI
Heico Corp

Industrials
3
+ 0.54%
$220.59 - $267.96 $662 - $804
560 $146K
TGT
Target Corp

Consumer Defensive
93
+ 11.18%
$133.47 - $159.25 $12.4K - $14.8K
925 $144K
IJS
Ishares S&P Smallcap 600 Value

ETFs
43
+ 2.88%
$95.81 - $109.03 $4.12K - $4.69K
1.54K $165K
OKE
Oneok Inc

Energy
7
+ 0.38%
$78.62 - $95.27 $550 - $667
1.87K $170K
AEP
American Electric Power CO Inc

Utilities
106
+ 19.67%
$87.11 - $104.95 $9.23K - $11.1K
645 $66K
ATO
Atmos Energy Corp

Utilities
27
+ 4.08%
$114.08 - $138.75 $3.08K - $3.75K
688 $95K
UPST
Upstart Holdings, Inc.

Financial Services
158
+ 22.22%
$22.9 - $44.11 $3.62K - $6.97K
869 $34K
DD
Du Pont De Nemours, Inc.

Basic Materials
13
+ 0.64%
$77.22 - $89.49 $1K - $1.16K
2.05K $182K
PRU
Prudential Financial Inc

Financial Services
134
+ 62.04%
$105.53 - $127.32 $14.1K - $17.1K
350 $42K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
267
+ 44.13%
$48.51 - $52.86 $13K - $14.1K
872 $46K
IJK
Ishares S&P Midcap 400 Growth

ETFs
59
+ 1.9%
$84.81 - $93.54 $5K - $5.52K
3.17K $291K
XLE
Energy Sector Spdr

ETFs
200
+ 32.0%
$84.35 - $93.39 $16.9K - $18.7K
825 $72K
TMUS
T Mobile Us, Inc.

Communication Services
31
+ 10.51%
$175.14 - $206.36 $5.43K - $6.4K
326 $67K
SIVR
Abrdn Silver ETF Trust

ETFs
447
+ 31.43%
$25.48 - $30.77 $11.4K - $13.8K
1.87K $55K
XLV
Select Sector Spdr Fund Health

ETFs
3
+ 0.15%
$143.3 - $157.24 $430 - $472
1.97K $302K
BX
Blackstone Inc.

Financial Services
4
+ 0.8%
$120.77 - $159.66 $483 - $639
504 $77K
VPU
Vanguard Utilities ETF

ETFs
72
+ 67.29%
$146.64 - $174.54 $10.6K - $12.6K
179 $31K
PEG
Public Service Enterprise Group Inc

Utilities
9
+ 1.02%
$73.58 - $89.21 $662 - $803
889 $79K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
138
+ 15.4%
$69.61 - $79.56 $9.61K - $11K
1.03K $81K
XLK
Technology Sector Spdr

ETFs
73
+ 1.64%
$197.34 - $237.68 $14.4K - $17.4K
4.53K $1.02M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
144
+ 95.36%
$77.23 - $87.97 $11.1K - $12.7K
295 $25K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
141
+ 14.61%
$65.06 - $71.72 $9.17K - $10.1K
1.11K $78K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
79
+ 4.78%
$58.03 - $65.37 $4.58K - $5.16K
1.73K $112K
EWJ
Ishares Msci Japan ETF

ETFs
166
+ 55.15%
$63.12 - $72.99 $10.5K - $12.1K
467 $33K
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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