Plante Moran Financial Advisors, LLC New Holdings in Q4 2024

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
9.11K
New
$80.13 - $83.77 $730K - $763K
9.11K $731K
MGC
Vanguard Mega Cap ETF

ETFs
1.5K
New
$204.21 - $220.18 $306K - $330K
1.5K $318K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.33K
New
$25.79 - $80.4 $137K - $429K
5.33K $138K
PAUG
Innovator U.S. Equity Power Bu

ETFs
2.39K
New
$37.61 - $38.92 $90K - $93.1K
2.39K $92K
BND
Vanguard Bd Index Fd Inc Total

ETFs
964
New
$71.75 - $75.11 $69.2K - $72.4K
964 $69K
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
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
129
New
$225.16 - $265.16 $29K - $34.2K
129 $32K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
305
New
$99.2 - $108.47 $30.3K - $33.1K
305 $30K
HUM
Humana Inc

Healthcare
100
New
$233.89 - $304.18 $23.4K - $30.4K
100 $25K
MET
Metlife Inc

Financial Services
279
New
$78.15 - $88.25 $21.8K - $24.6K
279 $22K
MLPA
Global X Mlp ETF

ETFs
366
New
$47.44 - $52.61 $17.4K - $19.3K
366 $18K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
352
New
$49.03 - $53.35 $17.3K - $18.8K
352 $18K
VCR
Vanguard Consumer Discretionar

ETFs
44
New
$328.51 - $401.37 $14.5K - $17.7K
44 $16K
ABSI
Absci Corp

Healthcare
6.23K
New
$2.55 - $4.38 $15.9K - $27.3K
6.23K $16K
XAR
Spdr S&P Aerospace & Defense E

ETFs
88
New
$153.8 - $176.52 $13.5K - $15.5K
88 $14K
SMR
Nuscale Power Corp

Industrials
750
New
$11.69 - $30.21 $8.77K - $22.7K
750 $13K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
254
New
$53.38 - $60.64 $13.6K - $15.4K
254 $13K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
128
New
$99.04 - $109.59 $12.7K - $14K
128 $12K
IBKR
Interactive Brokers Group, Inc.

Financial Services
60
New
$138.3 - $192.95 $8.3K - $11.6K
60 $10K
VDC
Vanguard Consumer Staples ETF

ETFs
45
New
$210.96 - $223.62 $9.49K - $10.1K
45 $9K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
230
New
$40.26 - $42.88 $9.26K - $9.86K
230 $9K
ACWI
Ishares Msci Acwi ETF

ETFs
77
New
$117.05 - $123.03 $9.01K - $9.47K
77 $9K
DOX
Amdocs LTD

Technology
102
New
$82.94 - $92.86 $8.46K - $9.47K
102 $8K
BSY
Bentley Systems Inc

Technology
192
New
$46.59 - $51.09 $8.95K - $9.81K
192 $8K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
102
New
$79.6 - $95.17 $8.12K - $9.71K
102 $8K
ZBRA
Zebra Technologies Corp

Technology
21
New
$360.09 - $411.94 $7.56K - $8.65K
21 $8K
EFX
Equifax Inc

Industrials
30
New
$245.03 - $293.5 $7.35K - $8.81K
30 $7K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
317
New
$23.11 - $25.17 $7.33K - $7.98K
317 $7K
ZWS
Zurn Water Solutions Corp

Industrials
199
New
$35.79 - $40.92 $7.12K - $8.14K
199 $7K
WPC
W. P. Carey Inc.

Real Estate
132
New
$53.44 - $61.33 $7.05K - $8.1K
132 $7K
CHH
Choice Hotels International Inc

Consumer Cyclical
53
New
$128.7 - $152.73 $6.82K - $8.09K
53 $7K
AZPN
Aspen Technology, Inc.

Technology
30
New
$231.19 - $253.16 $6.94K - $7.59K
30 $7K
TER
Teradyne, Inc

Technology
63
New
$102.58 - $133.62 $6.46K - $8.42K
63 $7K
ERJ
Embraer S.A.

Industrials
211
New
$32.46 - $40.0 $6.85K - $8.44K
211 $7K
CTSH
Cognizant Technology Solutions Corp

Technology
103
New
$74.37 - $82.32 $7.66K - $8.48K
103 $7K
XHS
Spdr S&P Health Care Services

ETFs
85
New
$89.61 - $98.48 $7.62K - $8.37K
85 $7K
TXT
Textron Inc

Industrials
91
New
$75.82 - $90.32 $6.9K - $8.22K
91 $6K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
51
New
$120.76 - $140.58 $6.16K - $7.17K
51 $6K
NDSN
Nordson Corp

Industrials
31
New
$208.83 - $264.36 $6.47K - $8.2K
31 $6K
TDY
Teledyne Technologies Inc

Technology
13
New
$436.59 - $489.24 $5.68K - $6.36K
13 $6K
JKHY
Henry Jack & Associates Inc

Technology
38
New
$171.12 - $186.18 $6.5K - $7.07K
38 $6K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
97
New
$67.29 - $73.38 $6.53K - $7.12K
97 $6K
STT
State Street Corp

Financial Services
65
New
$85.96 - $100.78 $5.59K - $6.55K
65 $6K
IT
Gartner Inc

Technology
14
New
$481.22 - $551.8 $6.74K - $7.73K
14 $6K
GDV
Gabelli Dividend & Income Trust

Financial Services
216
New
$23.77 - $25.59 $5.13K - $5.53K
216 $5K
MU
Micron Technology Inc

Technology
62
New
$84.16 - $113.41 $5.22K - $7.03K
62 $5K
SAIA
Saia Inc

Industrials
13
New
$411.44 - $569.08 $5.35K - $7.4K
13 $5K
UBS
Ubs Group Ag

Financial Services
197
New
$29.78 - $33.08 $5.87K - $6.52K
197 $5K
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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