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
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.37K
+ 100.0%
$25.33 - $51.16 $60.1K - $121K
4.75K $122K
PWC
Invesco Exchange Traded Fd Tr
177
+ 19.67%
N/A
1.08K $0
FNDA
Schwab Fundamental U S Small C

ETFs
1.44K
+ 100.0%
$29.26 - $59.11 $42K - $84.9K
2.87K $85K
Astera Labs Inc Com
4
New
N/A
4 $0
Ishares Bitcoin Trust ETF
1.04K
New
N/A
1.04K $0
Fidelity Wise Origin Bitcoin Fund
626
+ 51.02%
N/A
1.85K $0
Net Lease Office Properties Com
9
New
N/A
9 $0
MCR
Mfs Charter Income Trust

Financial Services
122
New
$6.16 - $6.57 $752 - $802
122 $0
ENZL
Ishares Tr Msci New Zealand Et

ETFs
0
New
$44.17 - $49.45 $0 - $0
0 $0
Kenvue Inc Com
507
+ 28.26%
N/A
2.3K $0
Cava Group Inc Com
125
New
N/A
125 $0
Talen Energy Corp Com
5
New
N/A
5 $0
SYM
Symbotic Inc.

Financial Services
17
New
$22.73 - $38.78 $386 - $659
17 $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.34%
$84.34 - $95.14 $84.3 - $95.1
296 $25K
ALCC
Alt C Acquisition Corp.

Financial Services
500
New
N/A
500 $0
Canadian Pacific Kansas City Com
33
+ 7.1%
N/A
498 $0
CARR
Carrier Global Corp

Industrials
85
+ 16.9%
$66.69 - $82.65 $5.67K - $7.03K
588 $40K
EMLP
First Tr Exchange Traded Iv

ETFs
0
New
$33.69 - $38.24 $0 - $0
0 $0
Qxo Inc Com New
642
New
N/A
642 $0
SA
Seabridge Gold Inc

Basic Materials
37
New
$11.27 - $20.51 $417 - $759
37 $0
FTA
First Tr Large Cap Value

ETFs
0
New
$75.21 - $83.49 $0 - $0
0 $0
Grayscale Ethereum Mini Trust ETF
70
New
N/A
70 $0
Grayscale Bitcoin Mini Trust ETF
284
New
N/A
284 $0
NOA
North American Construction Group Ltd.

Energy
0
New
$16.8 - $21.61 $0 - $0
0 $0
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4
New
$100.16 - $100.7 $401 - $403
4 $0
Labcorp Holdings Inc Com Shs
24
New
N/A
24 $0
IDRV
Ishares Tr Self Driving Ev & T

ETFs
7
+ 1.31%
$28.98 - $32.34 $203 - $226
541 $15K
PRF
Invesco Exchange Traded Fd Tr

ETFs
175
+ 0.58%
$40.15 - $42.9 $7.03K - $7.51K
30.1K $1.21M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
8
+ 10.53%
$49.78 - $66.55 $398 - $532
84 $4K
TSN
Tyson Foods, Inc.

Consumer Defensive
6
+ 0.78%
$57.14 - $64.54 $343 - $387
771 $44K
TSCO
Tractor Supply CO

Consumer Cyclical
104
+ 416.0%
$52.59 - $303.74 $5.47K - $31.6K
129 $6K
FNDX
Schwab Fundamental U S Large C

ETFs
5.12K
+ 200.0%
$23.49 - $71.77 $120K - $368K
7.69K $182K
GIS
General Mills Inc

Consumer Defensive
85
+ 13.04%
$62.78 - $74.62 $5.34K - $6.34K
737 $46K
VT
Vanguard Total World Stk Index

ETFs
31
+ 1.19%
$117.09 - $123.07 $3.63K - $3.82K
2.64K $309K
CI
Cigna Corp

Healthcare
14
+ 14.43%
$265.59 - $358.58 $3.72K - $5.02K
111 $30K
VZ
Verizon Communications Inc

Communication Services
215
+ 9.25%
$39.6 - $45.21 $8.51K - $9.72K
2.54K $101K
MPC
Marathon Petroleum Corp

Energy
44
+ 11.37%
$131.65 - $174.84 $5.79K - $7.69K
431 $60K
EXPD
Expeditors International Of Washington Inc

Industrials
1
+ 0.62%
$110.5 - $128.26 $111 - $128
163 $18K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
241
+ 1.8%
$8.17 - $8.66 $1.97K - $2.09K
13.7K $111K
FANG
Diamondback Energy, Inc.

Energy
5
+ 0.49%
$153.06 - $199.5 $765 - $998
1.03K $168K
RTX
Raytheon Technologies Corp

Industrials
58
+ 1.95%
$114.45 - $127.21 $6.64K - $7.38K
3.03K $350K
EFG
Msci Eafe Growth ETF

ETFs
129
+ 6.51%
$96.83 - $106.88 $12.5K - $13.8K
2.11K $204K
CMCSA
Comcast Corp

Communication Services
231
+ 4.91%
$37.39 - $45.14 $8.64K - $10.4K
4.93K $185K
LHX
L3 Harris Technologies, Inc.

Industrials
11
+ 2.27%
$208.94 - $264.22 $2.3K - $2.91K
495 $104K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.33K
+ 100.0%
$18.41 - $40.87 $61.4K - $136K
6.67K $123K
IEFA
Ishares Tr

ETFs
216
+ 5.74%
$70.06 - $77.43 $15.1K - $16.7K
3.98K $279K
GD
General Dynamics Corp

Industrials
5
+ 1.13%
$260.28 - $314.03 $1.3K - $1.57K
446 $117K
NVO
Novo Nordisk A S

Healthcare
31
+ 5.25%
$85.0 - $120.04 $2.64K - $3.72K
621 $53K
ADBE
Adobe Inc.

Technology
36
+ 7.38%
$437.39 - $552.96 $15.7K - $19.9K
524 $233K
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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