Plante Moran Financial Advisors, LLC Reduced Holdings in Q3 2024

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-21.5K
- 5.39%
$106.13 - $108.7 $2.28M - $2.33M
377K $40.9M
MRK
Merck & Co., Inc.

Healthcare
-11.5K
- 80.44%
$111.15 - $128.97 $1.28M - $1.48M
2.79K $317K
NVDA
Nvidia Corp

Technology
-10.7K
- 25.17%
$98.91 - $134.91 $1.06M - $1.44M
31.8K $3.86M
V
Visa Inc.

Financial Services
-2.64K
- 39.51%
$253.74 - $291.56 $670K - $769K
4.04K $1.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.67K
- 8.75%
$517.38 - $573.86 $1.38M - $1.53M
27.8K $16M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.82K
- 82.41%
$96.25 - $101.98 $560K - $594K
1.24K $125K
MMM
3 M CO

Industrials
-3.77K
- 68.91%
$99.69 - $139.42 $376K - $525K
1.7K $232K
META
Meta Platforms, Inc.

Communication Services
-1K
- 27.29%
$453.41 - $572.44 $453K - $572K
2.67K $1.53M
GOOGL
Alphabet Inc.

Communication Services
-9
- 0.05%
$148.65 - $191.18 $1.34K - $1.72K
18.8K $3.11M
GOOG
Alphabet Inc.

Communication Services
-274
- 1.9%
$149.54 - $192.66 $41K - $52.8K
14.1K $2.36M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-565
- 34.02%
$523.84 - $572.02 $296K - $323K
1.1K $624K
CMA
Comerica Inc

Financial Services
-6.11K
- 41.45%
$49.93 - $61.49 $305K - $376K
8.64K $517K
AMZN
Amazon Com Inc

Consumer Cyclical
-189
- 0.82%
$161.02 - $200.0 $30.4K - $37.8K
22.9K $4.26M
CVX
Chevron Corp

Energy
-668
- 6.52%
$137.88 - $161.97 $92.1K - $108K
9.58K $1.41M
WFC
Wells Fargo & Company

Financial Services
-1.88K
- 27.97%
$51.58 - $60.97 $97K - $115K
4.84K $273K
AMAT
Applied Materials Inc

Technology
-25
- 0.81%
$174.88 - $254.97 $4.37K - $6.37K
3.07K $619K
TT
Trane Technologies PLC

Industrials
-382
- 57.53%
$314.21 - $388.71 $120K - $148K
282 $109K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-465
- 42.27%
$233.81 - $287.01 $109K - $133K
635 $174K
IWV
Ishares Russell 3000 ETF

ETFs
-300
- 35.17%
$294.75 - $326.73 $88.4K - $98K
553 $180K
SCHW
Schwab Charles Corp

Financial Services
-298
- 4.24%
$61.74 - $76.08 $18.4K - $22.7K
6.73K $435K
EW
Edwards Lifesciences Corp

Healthcare
-120
- 4.27%
$59.7 - $93.78 $7.16K - $11.3K
2.69K $177K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.41K
- 16.31%
$105.53 - $118.34 $148K - $167K
7.22K $844K
IWP
Ishares Russell Mid Cap Growth

ETFs
-558
- 73.61%
$103.87 - $117.59 $58K - $65.6K
200 $23K
SBUX
Starbucks Corp

Consumer Cyclical
-1.18K
- 42.25%
$72.51 - $98.6 $85.6K - $116K
1.61K $157K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.87K
- 9.95%
$75.32 - $84.37 $141K - $158K
16.9K $1.41M
F
Ford Motor CO

Consumer Cyclical
-380
- 1.45%
$9.71 - $14.55 $3.69K - $5.53K
25.8K $272K
OXY
Occidental Petroleum Corp

Energy
-600
- 37.5%
$49.91 - $63.73 $29.9K - $38.2K
1K $51K
RSG
Republic Services, Inc.

Industrials
-240
- 47.9%
$189.34 - $208.21 $45.4K - $50K
261 $52K
CVS
Cvs Health Corp

Healthcare
-886
- 23.45%
$55.81 - $63.18 $49.4K - $56K
2.89K $181K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-689
- 18.9%
$75.63 - $84.89 $52.1K - $58.5K
2.96K $248K
GS
Goldman Sachs Group Inc

Financial Services
-90
- 48.39%
$459.02 - $510.25 $41.3K - $45.9K
96 $47K
ADBE
Adobe Inc.

Technology
-31
- 5.97%
$508.13 - $586.55 $15.8K - $18.2K
488 $252K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-683
- 19.63%
$77.02 - $85.06 $52.6K - $58.1K
2.8K $236K
IWM
Ishares Russell 2000 ETF

ETFs
-359
- 14.02%
$200.87 - $224.6 $72.1K - $80.6K
2.2K $486K
CRM
Salesforce, Inc.

Technology
-143
- 30.82%
$238.42 - $276.53 $34.1K - $39.5K
321 $87K
DIS
Walt Disney CO

Communication Services
-95
- 1.34%
$85.6 - $98.61 $8.13K - $9.37K
6.97K $670K
ADI
Analog Devices Inc

Technology
-134
- 25.52%
$200.56 - $243.33 $26.9K - $32.6K
391 $89K
INTU
Intuit Inc

Technology
-24
- 6.86%
$602.97 - $670.49 $14.5K - $16.1K
326 $202K
DVN
Devon Energy Corp

Energy
-486
- 91.7%
$37.87 - $48.65 $18.4K - $23.6K
44 $1K
IWS
Ishares Russell Midcap Value E

ETFs
-360
- 17.41%
$119.52 - $132.25 $43K - $47.6K
1.71K $225K
GLD
Spdr Gold Trust

ETFs
-308
- 16.73%
$215.56 - $246.98 $66.4K - $76.1K
1.53K $372K
OGN
Organon & Co.

Healthcare
-1.1K
- 89.17%
$18.65 - $23.03 $20.6K - $25.4K
134 $2K
CRWD
Crowd Strike Holdings, Inc.

Technology
-26
- 18.44%
$217.89 - $392.15 $5.67K - $10.2K
115 $32K
BAC
Bank Of America Corp

Financial Services
-518
- 8.77%
$36.65 - $44.13 $19K - $22.9K
5.39K $213K
AMD
Advanced Micro Devices Inc

Technology
-118
- 22.43%
$128.67 - $183.96 $15.2K - $21.7K
408 $66K
HON
Honeywell International Inc

Industrials
-10
- 0.51%
$196.73 - $220.21 $1.97K - $2.2K
1.97K $406K
PFE
Pfizer Inc

Healthcare
-875
- 9.02%
$27.7 - $31.39 $24.2K - $27.5K
8.82K $255K
CARR
Carrier Global Corp

Industrials
-400
- 44.3%
$61.9 - $80.88 $24.8K - $32.4K
503 $40K
SNPS
Synopsys Inc

Technology
-24
- 57.14%
$463.97 - $621.3 $11.1K - $14.9K
18 $9K
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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