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
QUAL
Ishares Msci Usa Quality Facto

ETFs
40
+ 2.09%
$176.42 - $186.91 $7.06K - $7.48K
1.95K $347K
UBS
Ubs Group Ag

Financial Services
197
New
$29.78 - $33.08 $5.87K - $6.52K
197 $5K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
340
New
$14.38 - $15.35 $4.89K - $5.22K
340 $5K
PANW
Palo Alto Networks Inc

Technology
216
+ 100.0%
$181.96 - $405.9 $39.3K - $87.7K
432 $78K
ALLE
Allegion PLC

Industrials
43
New
$130.63 - $153.36 $5.62K - $6.59K
43 $5K
PGR
Progressive Corp

Financial Services
33
+ 18.03%
$239.6 - $268.88 $7.91K - $8.87K
216 $51K
ETR
Entergy Corp

Utilities
147
+ 130.09%
$73.19 - $156.4 $10.8K - $23K
260 $19K
MU
Micron Technology Inc

Technology
62
New
$84.16 - $113.41 $5.22K - $7.03K
62 $5K
GDV
Gabelli Dividend & Income Trust

Financial Services
216
New
$23.77 - $25.59 $5.13K - $5.53K
216 $5K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
61
New
$83.95 - $99.75 $5.12K - $6.08K
61 $5K
SAIA
Saia Inc

Industrials
13
New
$411.44 - $569.08 $5.35K - $7.4K
13 $5K
ROL
Rollins Inc

Consumer Cyclical
121
New
$46.35 - $51.59 $5.61K - $6.24K
121 $5K
AZN
Astrazeneca PLC

Healthcare
91
New
$63.2 - $79.58 $5.75K - $7.24K
91 $5K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
106
New
$51.94 - $55.55 $5.51K - $5.89K
106 $5K
FISV
Fiserv Inc

Technology
36
+ 4.62%
N/A
815 $102K
JNK
Spdr Bloomberg High Yield Bond

ETFs
43
New
$94.77 - $97.36 $4.08K - $4.19K
43 $4K
DFIS
Dimensional ETF Tr Dimensional

ETFs
171
New
$24.25 - $26.7 $4.15K - $4.57K
171 $4K
SITE
Site One Landscape Supply, Inc.

Industrials
35
New
$131.3 - $156.31 $4.6K - $5.47K
35 $4K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
7
+ 0.64%
$563.99 - $620.12 $3.95K - $4.34K
1.1K $628K
SAP
Sap Se

Technology
18
New
$218.13 - $255.54 $3.93K - $4.6K
18 $4K
SHEL
Shell PLC

Energy
54
+ 180.0%
$60.63 - $70.23 $3.27K - $3.79K
84 $5K
SHW
Sherwin Williams CO

Basic Materials
13
New
$338.75 - $399.71 $4.4K - $5.2K
13 $4K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
349
New
$13.54 - $14.25 $4.73K - $4.97K
349 $4K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
90
New
$50.14 - $52.56 $4.51K - $4.73K
90 $4K
EXPO
Exponent Inc

Industrials
52
New
$88.94 - $114.63 $4.62K - $5.96K
52 $4K
CHE
Chemed Corp

Healthcare
9
New
$517.44 - $613.19 $4.66K - $5.52K
9 $4K
THO
Thor Industries Inc

Consumer Cyclical
46
New
$94.35 - $115.54 $4.34K - $5.31K
46 $4K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
60
New
$74.68 - $81.45 $4.48K - $4.89K
60 $4K
OMF
One Main Holdings, Inc.

Financial Services
89
New
$45.27 - $57.43 $4.03K - $5.11K
89 $4K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
52
New
$82.28 - $117.52 $4.28K - $6.11K
52 $4K
SNV
Synovus Financial Corp

Financial Services
53
+ 49.53%
$42.5 - $58.73 $2.25K - $3.11K
160 $8K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
395
New
$11.42 - $12.5 $4.51K - $4.94K
395 $4K
SMG
Scotts Miracle Gro CO

Basic Materials
60
New
$65.14 - $93.47 $3.91K - $5.61K
60 $3K
ICE
Intercontinental Exchange, Inc.

Financial Services
21
+ 56.76%
$148.29 - $166.93 $3.11K - $3.51K
58 $8K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
86
+ 36.6%
$47.66 - $51.84 $4.1K - $4.46K
321 $15K
GL
Globe Life Inc.

Financial Services
1
+ 0.19%
$103.49 - $116.02 $103 - $116
527 $58K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
39
New
$77.02 - $78.58 $3K - $3.06K
39 $3K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
306
New
$12.1 - $13.52 $3.7K - $4.14K
306 $3K
OMC
Omnicom Group Inc.

Communication Services
37
+ 616.67%
$85.82 - $105.47 $3.18K - $3.9K
43 $3K
FLEX
Flex Ltd.

Technology
101
New
$32.52 - $41.3 $3.28K - $4.17K
101 $3K
ED
Consolidated Edison Inc

Utilities
36
New
$88.87 - $107.38 $3.2K - $3.87K
36 $3K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
165
New
$21.45 - $24.97 $3.54K - $4.12K
165 $3K
VONG
Vanguard Russell 1000 Growth E

ETFs
34
New
$95.27 - $107.82 $3.24K - $3.67K
34 $3K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
163
New
$23.75 - $25.68 $3.87K - $4.19K
163 $3K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
286
New
$10.56 - $11.31 $3.02K - $3.23K
286 $3K
INGR
Ingredion Inc

Consumer Defensive
22
New
$132.76 - $154.86 $2.92K - $3.41K
22 $3K
AZO
Autozone Inc

Consumer Cyclical
1
+ 12.5%
$2981.19 - $3370.27 $2.98K - $3.37K
9 $28K
VONV
Vanguard Russell 1000 Value Et

ETFs
37
New
$80.87 - $87.69 $2.99K - $3.24K
37 $3K
IDV
Ishares Tr

ETFs
146
New
$27.03 - $29.92 $3.95K - $4.37K
146 $3K
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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email