Plante Moran Financial Advisors, LLC Purchases in Q4 2024

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60.1K
+ 5.01%
$521.84 - $558.82 $31.3M - $33.6M
1.26M $679M
VXF
Vanguard Extended Market ETF

ETFs
30.2K
+ 5.85%
$179.17 - $207.15 $5.4M - $6.25M
545K $104M
AMZN
Amazon Com Inc

Consumer Cyclical
950
+ 4.15%
$180.88 - $232.93 $172K - $221K
23.8K $5.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
729
+ 2.62%
$567.81 - $607.81 $414K - $443K
28.5K $16.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.11K
New
$80.13 - $83.77 $730K - $763K
9.11K $731K
VTI
Vanguard Total Stock Market Et

ETFs
2.1K
+ 13.94%
$280.04 - $302.45 $587K - $634K
17.1K $4.97M
FMB
First Tr Exchange Traded Fd Ii

ETFs
13K
+ 256.79%
$50.62 - $52.07 $656K - $675K
18K $918K
VTV
Vanguard Value ETF

ETFs
3.8K
+ 170.9%
$168.32 - $181.87 $639K - $691K
6.02K $1.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.02K
+ 36.27%
$481.22 - $538.17 $492K - $550K
3.84K $1.96M
GOOGL
Alphabet Inc.

Communication Services
431
+ 2.3%
$161.86 - $196.66 $69.8K - $84.8K
19.2K $3.64M
GOOG
Alphabet Inc.

Communication Services
575
+ 4.07%
$163.08 - $198.16 $93.8K - $114K
14.7K $2.8M
TSLA
Tesla, Inc.

Consumer Cyclical
253
+ 12.61%
$213.65 - $479.86 $54.1K - $121K
2.26K $912K
VB
Vanguard Small Cap ETF

ETFs
1.46K
+ 90.48%
$233.76 - $261.58 $342K - $383K
3.08K $740K
VO
Vanguard Mid Cap ETF

ETFs
1.33K
+ 81.54%
$261.5 - $284.63 $349K - $380K
2.97K $784K
MGC
Vanguard Mega Cap ETF

ETFs
1.5K
New
$204.21 - $220.18 $306K - $330K
1.5K $318K
XLK
Technology Sector Spdr

ETFs
1.11K
+ 24.47%
$220.26 - $241.44 $244K - $268K
5.64K $1.31M
QCOM
Qualcomm Inc

Technology
1.75K
+ 367.09%
$150.4 - $178.04 $263K - $312K
2.23K $342K
MCD
Mcdonalds Corp

Consumer Cyclical
1.28K
+ 14.67%
$288.47 - $316.54 $368K - $404K
9.97K $2.89M
SCHX
Schwab Strategic Tr Us Large C

ETFs
29.8K
+ 283.61%
$22.4 - $68.28 $668K - $2.04M
40.4K $935K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.29K
+ 22.49%
$124.26 - $134.12 $161K - $174K
7.05K $906K
V
Visa Inc.

Financial Services
32
+ 0.79%
$273.87 - $320.91 $8.76K - $10.3K
4.07K $1.29M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.3K
+ 403.93%
$26.93 - $84.95 $304K - $960K
14.1K $385K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
505
+ 664.47%
$278.19 - $315.36 $140K - $159K
581 $167K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.33K
New
$25.79 - $80.4 $137K - $429K
5.33K $138K
DTM
Dt Midstream, Inc.

Energy
260
+ 5.27%
$78.85 - $108.56 $20.5K - $28.2K
5.2K $516K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.34K
+ 49.67%
$70.54 - $79.61 $94.6K - $107K
4.04K $307K
IWN
Ishares Russell2000 Val ETF

ETFs
710
+ 63.22%
$162.69 - $181.35 $116K - $129K
1.83K $300K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
247
+ 76.71%
$417.69 - $450.94 $103K - $111K
569 $242K
PAUG
Innovator U.S. Equity Power Bu

ETFs
2.39K
New
$37.61 - $38.92 $90K - $93.1K
2.39K $92K
FNDF
Schwab Fundamental Intl Large

ETFs
3.26K
+ 77.45%
$32.92 - $37.15 $107K - $121K
7.48K $248K
CEG
Constellation Energy Corp

Utilities
426
+ 284.0%
$224.28 - $285.52 $95.5K - $122K
576 $129K
IWM
Ishares Russell 2000 ETF

ETFs
399
+ 18.13%
$216.13 - $242.4 $86.2K - $96.7K
2.6K $574K
MAR
Marriott International Inc

Consumer Cyclical
18
+ 0.66%
$246.06 - $292.59 $4.43K - $5.27K
2.74K $765K
VIG
Vanguard Dividend Appreciation

ETFs
468
+ 14.74%
N/A
3.64K $663K
WFC
Wells Fargo & Company

Financial Services
194
+ 4.01%
$54.98 - $77.35 $10.7K - $15K
5.04K $353K
NFLX
Netflix Inc

Communication Services
40
+ 21.86%
$687.65 - $936.56 $27.5K - $37.5K
223 $198K
BND
Vanguard Bd Index Fd Inc Total

ETFs
964
New
$71.75 - $75.11 $69.2K - $72.4K
964 $69K
SCHW
Schwab Charles Corp

Financial Services
64
+ 0.95%
$63.31 - $82.85 $4.05K - $5.3K
6.79K $502K
BX
Blackstone Inc.

Financial Services
324
+ 64.29%
$148.45 - $199.05 $48.1K - $64.5K
828 $142K
VBK
Vanguard Small Cap Growth ETF

ETFs
23
+ 0.53%
$264.18 - $304.19 $6.08K - $7K
4.35K $1.22M
NOW
Service Now, Inc.

Technology
11
+ 3.82%
$867.18 - $1148.42 $9.54K - $12.6K
299 $316K
ACN
Accenture PLC

Technology
144
+ 167.44%
$343.9 - $376.86 $49.5K - $54.3K
230 $80K
BAC
Bank Of America Corp

Financial Services
589
+ 10.93%
$39.22 - $47.77 $23.1K - $28.1K
5.98K $262K
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.1K
+ 299.99%
$25.93 - $105.3 $522K - $2.12M
26.9K $748K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.04%
$554.08 - $632.68 $554 - $633
2.67K $1.57M
EMR
Emerson Electric CO

Industrials
49
+ 1.75%
$108.13 - $134.33 $5.3K - $6.58K
2.86K $353K
ADP
Automatic Data Processing Inc

Industrials
21
+ 0.84%
$280.08 - $307.97 $5.88K - $6.47K
2.52K $738K
DE
Deere & CO

Industrials
100
+ 19.84%
$389.45 - $466.0 $38.9K - $46.6K
604 $255K
IVW
Ishares S&P 500 Growth ETF

ETFs
127
+ 2.56%
$94.43 - $105.47 $12K - $13.4K
5.08K $516K
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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