Plante Moran Financial Advisors, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.17 Billion distributed in 877 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $633M, Vanguard Ftse Developed Market with a value of $94.2M, Vanguard Extended Market ETF with a value of $93.8M, Vanguard Large Cap ETF with a value of $43.8M, and Ishares National Muni Bond ETF with a value of $40.9M.
Examining the 13F form we can see an increase of $171M in the current position value, from $997M to 1.17B.
Also it can be appreciated an additional of 154 stocks purchases and 1 closed positions.
Below you can find more details about Plante Moran Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.17 Billion
ETFs: $1.01 Billion
Technology: $48.8 Million
Financial Services: $23.8 Million
Healthcare: $19.2 Million
Consumer Defensive: $16.6 Million
Consumer Cyclical: $15.8 Million
Industrials: $9.04 Million
Communication Services: $8.41 Million
Other: $13.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
