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
AEE
Ameren Corp

Utilities
400
+ 12.7%
$85.81 - $94.98 $34.3K - $38K
3.55K $316K
KMI
Kinder Morgan, Inc.

Energy
1.47K
+ 1051.43%
$22.59 - $28.54 $33.3K - $42K
1.61K $44K
DFAT
Dimensional ETF Tr U S Target

ETFs
693
+ 4.95%
$54.54 - $61.04 $37.8K - $42.3K
14.7K $817K
MA
Mastercard Inc

Financial Services
21
+ 2.63%
$491.3 - $536.15 $10.3K - $11.3K
821 $432K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
180
New
$198.04 - $221.51 $35.6K - $39.9K
180 $37K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
752
New
$48.33 - $49.08 $36.3K - $36.9K
752 $36K
IJS
Ishares S&P Smallcap 600 Value

ETFs
319
+ 20.75%
$104.59 - $118.05 $33.4K - $37.7K
1.86K $201K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
69
+ 7.68%
$172.07 - $207.36 $11.9K - $14.3K
968 $191K
VOE
Vanguard Mid Cap Value Index F

ETFs
278
+ 13.06%
$160.89 - $176.18 $44.7K - $49K
2.41K $389K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
129
New
$225.16 - $265.16 $29K - $34.2K
129 $32K
BR
Broadridge Financial Solutions, Inc.

Technology
22
+ 0.96%
$209.64 - $236.44 $4.61K - $5.2K
2.32K $525K
CME
Cme Group Inc.

Financial Services
53
+ 3.52%
$221.17 - $246.02 $11.7K - $13K
1.56K $361K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
305
New
$99.2 - $108.47 $30.3K - $33.1K
305 $30K
ETN
Eaton Corp PLC

Industrials
85
+ 8.03%
$326.96 - $377.52 $27.8K - $32.1K
1.14K $379K
OKE
Oneok Inc

Energy
114
+ 6.1%
$92.28 - $117.05 $10.5K - $13.3K
1.98K $198K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
567
+ 51.27%
$63.27 - $70.31 $35.9K - $39.9K
1.67K $106K
VLO
Valero Energy Corp

Energy
263
+ 76.68%
$118.59 - $144.02 $31.2K - $37.9K
606 $74K
HUM
Humana Inc

Healthcare
100
New
$233.89 - $304.18 $23.4K - $30.4K
100 $25K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
25
+ 6.78%
$173.13 - $258.09 $4.33K - $6.45K
394 $90K
DUK
Duke Energy Corp

Utilities
313
+ 25.59%
$105.76 - $120.76 $33.1K - $37.8K
1.54K $165K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
500
New
$47.77 - $51.75 $23.9K - $25.9K
500 $24K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
203
+ 5.65%
$126.68 - $134.74 $25.7K - $27.4K
3.8K $484K
SPTL
Spdr Portfolio Long Term Treas

ETFs
892
+ 2410.81%
$26.05 - $29.17 $23.2K - $26K
929 $24K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 7.94%
$471.27 - $550.62 $11.8K - $13.8K
340 $177K
PLTR
Palantir Technologies Inc.

Technology
8
+ 1.43%
$36.46 - $82.38 $292 - $659
568 $42K
TMUS
T Mobile Us, Inc.

Communication Services
80
+ 24.54%
$206.1 - $246.94 $16.5K - $19.8K
406 $89K
MET
Metlife Inc

Financial Services
279
New
$78.15 - $88.25 $21.8K - $24.6K
279 $22K
IYW
Ishares Dj Us Tech ETF

ETFs
62
+ 3.84%
$148.14 - $166.23 $9.18K - $10.3K
1.68K $267K
IWB
Ishares Tr Russell 1000 ETF

ETFs
32
+ 2.2%
$311.11 - $335.64 $9.96K - $10.7K
1.49K $479K
VNQ
Vanguard Specialized Funds Van

ETFs
256
+ 122.49%
$87.85 - $98.6 $22.5K - $25.2K
465 $41K
MCK
Mckesson Corp

Healthcare
15
+ 9.68%
$482.27 - $628.5 $7.23K - $9.43K
170 $96K
BA
Boeing CO

Industrials
10
+ 1.38%
$138.14 - $180.72 $1.38K - $1.81K
733 $129K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
142
+ 1.95%
$66.77 - $71.52 $9.48K - $10.2K
7.42K $511K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
352
New
$49.03 - $53.35 $17.3K - $18.8K
352 $18K
CHKP
Check Point Software Technologies LTD

Technology
100
+ 312.5%
$170.18 - $209.01 $17K - $20.9K
132 $24K
MLPA
Global X Mlp ETF

ETFs
366
New
$47.44 - $52.61 $17.4K - $19.3K
366 $18K
SO
Southern CO

Utilities
602
+ 14.56%
$81.5 - $94.15 $49.1K - $56.7K
4.74K $390K
PNC
Pnc Financial Services Group, Inc.

Financial Services
69
+ 16.91%
$178.39 - $215.0 $12.3K - $14.8K
477 $91K
OEF
Ishares S&P 100 ETF

ETFs
60
+ 13.3%
N/A
511 $135K
ABSI
Absci Corp

Healthcare
6.23K
New
$2.55 - $4.38 $15.9K - $27.3K
6.23K $16K
VCR
Vanguard Consumer Discretionar

ETFs
44
New
$328.51 - $401.37 $14.5K - $17.7K
44 $16K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
108
+ 80.6%
$124.61 - $133.96 $13.5K - $14.5K
242 $31K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
33
+ 22.3%
$340.59 - $380.5 $11.2K - $12.6K
181 $66K
INTU
Intuit Inc

Technology
20
+ 6.13%
$602.01 - $706.25 $12K - $14.1K
346 $217K
LPLA
Lpl Financial Holdings Inc.

Financial Services
30
+ 62.5%
$229.85 - $335.91 $6.9K - $10.1K
78 $25K
XAR
Spdr S&P Aerospace & Defense E

ETFs
88
New
$153.8 - $176.52 $13.5K - $15.5K
88 $14K
SONY
Sony Group Corp

Technology
5.66K
+ 400.0%
$17.53 - $96.8 $99.2K - $548K
7.08K $149K
IWS
Ishares Russell Midcap Value E

ETFs
139
+ 8.14%
$128.08 - $140.32 $17.8K - $19.5K
1.85K $238K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
254
New
$53.38 - $60.64 $13.6K - $15.4K
254 $13K
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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