Plante Moran Financial Advisors, LLC New Holdings in Q4 2024

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
61
New
$83.95 - $99.75 $5.12K - $6.08K
61 $5K
ALLE
Allegion PLC

Industrials
43
New
$130.63 - $153.36 $5.62K - $6.59K
43 $5K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
106
New
$51.94 - $55.55 $5.51K - $5.89K
106 $5K
ROL
Rollins Inc

Consumer Cyclical
121
New
$46.35 - $51.59 $5.61K - $6.24K
121 $5K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
49
New
$104.0 - $138.19 $5.1K - $6.77K
49 $5K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
340
New
$14.38 - $15.35 $4.89K - $5.22K
340 $5K
CAH
Cardinal Health Inc

Healthcare
46
New
$107.89 - $125.33 $4.96K - $5.77K
46 $5K
AZN
Astrazeneca PLC

Healthcare
91
New
$63.2 - $79.58 $5.75K - $7.24K
91 $5K
JNK
Spdr Bloomberg High Yield Bond

ETFs
43
New
$94.77 - $97.36 $4.08K - $4.19K
43 $4K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
349
New
$13.54 - $14.25 $4.73K - $4.97K
349 $4K
OMF
One Main Holdings, Inc.

Financial Services
89
New
$45.27 - $57.43 $4.03K - $5.11K
89 $4K
SAP
Sap Se

Technology
18
New
$218.13 - $255.54 $3.93K - $4.6K
18 $4K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
60
New
$74.68 - $81.45 $4.48K - $4.89K
60 $4K
SHW
Sherwin Williams CO

Basic Materials
13
New
$338.75 - $399.71 $4.4K - $5.2K
13 $4K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
52
New
$82.28 - $117.52 $4.28K - $6.11K
52 $4K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
90
New
$50.14 - $52.56 $4.51K - $4.73K
90 $4K
DFIS
Dimensional ETF Tr Dimensional

ETFs
171
New
$24.25 - $26.7 $4.15K - $4.57K
171 $4K
SITE
Site One Landscape Supply, Inc.

Industrials
35
New
$131.3 - $156.31 $4.6K - $5.47K
35 $4K
EXPO
Exponent Inc

Industrials
52
New
$88.94 - $114.63 $4.62K - $5.96K
52 $4K
THO
Thor Industries Inc

Consumer Cyclical
46
New
$94.35 - $115.54 $4.34K - $5.31K
46 $4K
CHE
Chemed Corp

Healthcare
9
New
$517.44 - $613.19 $4.66K - $5.52K
9 $4K
FLEX
Flex Ltd.

Technology
101
New
$32.52 - $41.3 $3.28K - $4.17K
101 $3K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
286
New
$10.56 - $11.31 $3.02K - $3.23K
286 $3K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
163
New
$23.75 - $25.68 $3.87K - $4.19K
163 $3K
ED
Consolidated Edison Inc

Utilities
36
New
$88.87 - $107.38 $3.2K - $3.87K
36 $3K
SMG
Scotts Miracle Gro CO

Basic Materials
60
New
$65.14 - $93.47 $3.91K - $5.61K
60 $3K
IDV
Ishares Tr

ETFs
146
New
$27.03 - $29.92 $3.95K - $4.37K
146 $3K
INGR
Ingredion Inc

Consumer Defensive
22
New
$132.76 - $154.86 $2.92K - $3.41K
22 $3K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
165
New
$21.45 - $24.97 $3.54K - $4.12K
165 $3K
VONG
Vanguard Russell 1000 Growth E

ETFs
34
New
$95.27 - $107.82 $3.24K - $3.67K
34 $3K
VONV
Vanguard Russell 1000 Value Et

ETFs
37
New
$80.87 - $87.69 $2.99K - $3.24K
37 $3K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
39
New
$77.02 - $78.58 $3K - $3.06K
39 $3K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
306
New
$12.1 - $13.52 $3.7K - $4.14K
306 $3K
SNN
Smith & Nephew PLC

Healthcare
115
New
$24.29 - $30.81 $2.79K - $3.54K
115 $2K
WPP
Wpp PLC

Communication Services
53
New
$49.35 - $56.55 $2.62K - $3K
53 $2K
MHK
Mohawk Industries Inc

Consumer Cyclical
24
New
$116.82 - $161.27 $2.8K - $3.87K
24 $2K
BLW
Blackrock LTD Duration Income Trust

Financial Services
142
New
$13.98 - $14.51 $1.99K - $2.06K
142 $2K
GTES
Gates Industrial Corp PLC

Industrials
105
New
$17.3 - $22.93 $1.82K - $2.41K
105 $2K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
45
New
$55.73 - $61.23 $2.51K - $2.76K
45 $2K
SSNC
Ss&C Technologies Holdings Inc

Technology
36
New
$69.93 - $77.36 $2.52K - $2.78K
36 $2K
NMAI
Nuveen Multi Asset Income Fund

ETFs
205
New
$11.86 - $13.16 $2.43K - $2.7K
205 $2K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
33
New
$45.17 - $47.23 $1.49K - $1.56K
33 $1K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
86
New
$20.55 - $23.26 $1.77K - $2K
86 $1K
UBER
Uber Technologies, Inc

Technology
17
New
$59.93 - $86.34 $1.02K - $1.47K
17 $1K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
230
New
$8.21 - $8.88 $1.89K - $2.04K
230 $1K
GRFS
Grifols Sa

Healthcare
259
New
$6.99 - $9.55 $1.81K - $2.47K
259 $1K
VBF
Invesco Bond Fund

Financial Services
74
New
$15.36 - $17.05 $1.14K - $1.26K
74 $1K
PFF
Ishares Trust Ishares Pfd And

ETFs
34
New
$31.23 - $33.51 $1.06K - $1.14K
34 $1K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
68
New
$27.67 - $31.93 $1.88K - $2.17K
68 $1K
Activity Summary
Buys All Purchases 309 New Holdings 135 Increased Positions 174 Sells All Sells 182 Reductions 179 Sold out 3 Options Calls 0 Puts 0
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