Plante Moran Financial Advisors, LLC Portfolio Holdings

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024

Plante Moran Financial Advisors, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.2 Billion distributed in 911 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 $679M, Vanguard Extended Market ETF with a value of $104M, Vanguard Ftse Developed Market with a value of $91.6M, Vanguard Large Cap ETF with a value of $43.4M, and Ishares National Muni Bond ETF with a value of $36.1M.

Examining the 13F form we can see an increase of $32.3M in the current position value, from $1.17B to 1.2B. Also it can be appreciated an additional of 135 stocks purchases and 3 closed positions.

Below you can find more details about Plante Moran Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.2 Billion
ETFs: $1.06 Billion
Technology: $48.3 Million
Financial Services: $19.9 Million
Consumer Cyclical: $16.3 Million
Healthcare: $12.8 Million
Consumer Defensive: $11.2 Million
Communication Services: $9.53 Million
Industrials: $7.51 Million
Other: $12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$817,000 0.07% of portfolio
14,679
Q4 2024 Added 4.95%
$0
$869,000 0.07% of portfolio
9,887
Q4 2024 Reduced 11.47%
$0
$830,000 0.07% of portfolio
4,349
Q4 2024 Reduced 0.14%
$0
$784,000 0.07% of portfolio
2,970
Q4 2024 Added 81.54%
$0
$789,000 0.07% of portfolio
8,934
Q4 2024 Reduced 5.49%
$299B
$813,000 0.07% of portfolio
5,615
Q4 2024 Reduced 41.37%
$0
$801,000 0.07% of portfolio
12,870
Q4 2024 Reduced 2.57%
$0
$804,000 0.07% of portfolio
6,982
Q4 2024 Reduced 3.31%
$0
$740,000 0.06% of portfolio
3,080
Q4 2024 Added 90.48%
$134B
$714,000 0.06% of portfolio
9,973
Q4 2024 Reduced 1.34%
$0
$748,000 0.06% of portfolio
26,855
Q4 2024 Added 299.99%
$0
$764,000 0.06% of portfolio
3,538
Q4 2022 New
$80B
$680,000 0.06% of portfolio
1,895
Q3 2024 Reduced 2.02%
$202B
$720,000 0.06% of portfolio
6,470
Q4 2024 Reduced 7.2%
$224B
$687,000 0.06% of portfolio
5,713
Q4 2024 Reduced 1.69%
$0
$715,000 0.06% of portfolio
17,487
Q2 2023 Reduced 7.97%
$127B
$738,000 0.06% of portfolio
2,522
Q4 2024 Added 0.84%
$0
$731,000 0.06% of portfolio
9,108
Q4 2024 New
$98.7B
$765,000 0.06% of portfolio
2,744
Q4 2024 Added 0.66%
$0
$663,000 0.06% of portfolio
3,642
Q4 2024 Added 14.74%
$105B
$616,000 0.05% of portfolio
11,578
Q4 2023 Reduced 0.71%
$0
$574,000 0.05% of portfolio
2,600
Q4 2024 Added 18.13%
$151B
$647,000 0.05% of portfolio
2,820
Q3 2024 Reduced 5.02%
$0
$628,000 0.05% of portfolio
1,103
Q4 2024 Added 0.64%
$19.9B
$582,000 0.05% of portfolio
8,737
Q4 2024 Reduced 1.61%
$80.1B
$543,000 0.05% of portfolio
9,103
Q4 2024 Reduced 17.82%
$337B
$578,000 0.05% of portfolio
3,253
Q4 2024 Reduced 71.66%
$256B
$425,000 0.04% of portfolio
7,192
Q4 2024 Reduced 13.86%
$0
$483,000 0.04% of portfolio
1,904
Q2 2024 Reduced 1.4%
$0
$484,000 0.04% of portfolio
3,798
Q4 2024 Added 5.65%
$0
$474,000 0.04% of portfolio
3,507
Q4 2024 Reduced 0.79%
$145B
$427,000 0.04% of portfolio
3,541
Q4 2024 Reduced 0.65%
$0
$511,000 0.04% of portfolio
7,421
Q4 2024 Added 1.95%
$0
$516,000 0.04% of portfolio
5,084
Q4 2024 Added 2.56%
$37.1B
$525,000 0.04% of portfolio
2,323
Q4 2024 Added 0.96%
$155B
$499,000 0.04% of portfolio
3,072
Q4 2024 Added 0.16%
$0
$433,000 0.04% of portfolio
3,281
Q2 2024 Reduced 4.26%
$537B
$432,000 0.04% of portfolio
821
Q4 2024 Added 2.63%
$744M
$501,000 0.04% of portfolio
65,284
Q4 2024 Reduced 21.14%
$226B
$478,000 0.04% of portfolio
4,229
Q4 2024 Reduced 64.19%
$151B
$502,000 0.04% of portfolio
6,790
Q4 2024 Added 0.95%
$0
$479,000 0.04% of portfolio
1,489
Q4 2024 Added 2.2%
$9.85B
$516,000 0.04% of portfolio
5,198
Q4 2024 Added 5.27%
$91.1B
$474,000 0.04% of portfolio
2,048
Q4 2024 Reduced 42.37%
$57.5B
$486,000 0.04% of portfolio
2,019
Q4 2024 Reduced 0.2%
$8.85B
$534,000 0.04% of portfolio
8,638
Q3 2024 Reduced 41.45%
$204B
$316,000 0.03% of portfolio
299
Q4 2024 Added 3.82%
$57.7B
$357,000 0.03% of portfolio
1,524
Q1 2024 Reduced 1.8%
$73.5B
$353,000 0.03% of portfolio
2,856
Q4 2024 Added 1.75%

Summary

  • Portfolio
  • No. of Stocks 911
  • Current Value $1.2 Billion
  • Prior Value $1.17 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 135 stocks
  • Additional Purchases 174 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 179 stocks
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