Plante Moran Financial Advisors, LLC Reduced Holdings in Q4 2024

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-37.5K
- 9.95%
$105.78 - $108.7 $3.96M - $4.07M
339K $36.1M
PEP
Pepsico Inc

Consumer Defensive
-22.4K
- 45.25%
$151.29 - $176.1 $3.38M - $3.94M
27K $4.11M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-24K
- 5.71%
$34.13 - $37.35 $820K - $897K
397K $13.5M
ABBV
Abb Vie Inc.

Healthcare
-8.23K
- 71.66%
$164.99 - $203.87 $1.36M - $1.68M
3.25K $578K
JPM
Jpmorgan Chase & CO

Financial Services
-9.58K
- 41.04%
$205.18 - $250.29 $1.97M - $2.4M
13.8K $3.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.03K
- 19.12%
$570.51 - $610.59 $1.73M - $1.85M
12.8K $7.54M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 66.67%
$664750.0 - $724132.5 $1.33M - $1.45M
1 $680K
ABT
Abbott Laboratories

Healthcare
-7.58K
- 64.19%
$111.93 - $119.39 $848K - $905K
4.23K $478K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.51K
- 10.61%
$442.29 - $483.08 $668K - $729K
12.7K $5.76M
MSFT
Microsoft Corp

Technology
-1.04K
- 3.91%
$406.35 - $454.46 $423K - $474K
25.6K $10.8M
CVX
Chevron Corp

Energy
-3.96K
- 41.37%
$141.15 - $162.53 $559K - $644K
5.62K $813K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.77K
- 2.23%
$197.36 - $217.3 $350K - $385K
77.7K $15.4M
JNJ
Johnson & Johnson

Healthcare
-1.66K
- 10.0%
$143.34 - $165.86 $237K - $275K
14.9K $2.15M
LLY
Eli Lilly & CO

Healthcare
-348
- 21.14%
$727.2 - $932.06 $253K - $324K
1.3K $1M
AMGN
Amgen Inc

Healthcare
-17
- 0.23%
$258.78 - $328.31 $4.4K - $5.58K
7.24K $1.89M
VV
Vanguard Large Cap ETF

ETFs
-5.53K
- 3.33%
$260.27 - $280.65 $1.44M - $1.55M
161K $43.4M
UNH
Unitedhealth Group Inc

Healthcare
-249
- 10.47%
$485.52 - $625.25 $121K - $156K
2.13K $1.08M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.03K
- 58.07%
$244.52 - $284.07 $252K - $292K
743 $183K
ITW
Illinois Tool Works Inc

Industrials
-1.08K
- 62.52%
$253.56 - $278.5 $273K - $300K
645 $163K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.97K
- 17.82%
$59.25 - $72.99 $117K - $144K
9.1K $543K
ELV
Elevance Health, Inc.

Healthcare
-433
- 88.91%
$365.96 - $514.62 $158K - $223K
54 $19K
COP
Conocophillips

Energy
-1.85K
- 54.11%
$95.12 - $114.72 $176K - $212K
1.57K $155K
COST
Costco Wholesale Corp

Consumer Defensive
-268
- 17.89%
$873.59 - $994.69 $234K - $267K
1.23K $1.13M
AXP
American Express CO

Financial Services
-806
- 48.97%
$267.35 - $305.57 $215K - $246K
840 $249K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-231
- 1.37%
$75.1 - $82.99 $17.3K - $19.2K
16.7K $1.26M
MDT
Medtronic PLC

Healthcare
-1.53K
- 72.41%
$79.61 - $92.24 $121K - $141K
581 $46K
NEE
Nextera Energy Inc

Utilities
-135
- 1.34%
$69.77 - $85.43 $9.42K - $11.5K
9.97K $714K
AVGO
Broadcom Inc.

Technology
-1.51K
- 42.37%
$159.67 - $250.0 $240K - $377K
2.05K $474K
GE
General Electric CO

Industrials
-601
- 38.21%
$159.95 - $194.23 $96.1K - $117K
972 $162K
NKE
Nike, Inc.

Consumer Cyclical
-1.26K
- 46.78%
$73.36 - $89.13 $92.1K - $112K
1.43K $108K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-1.66K
- 49.74%
$75.22 - $82.17 $125K - $136K
1.68K $127K
HON
Honeywell International Inc

Industrials
-715
- 36.35%
$202.84 - $236.0 $145K - $169K
1.25K $282K
OTIS
Otis Worldwide Corp

Industrials
-1.1K
- 79.57%
$92.57 - $106.01 $102K - $117K
283 $26K
ORCL
Oracle Corp

Technology
-517
- 7.29%
$165.41 - $192.43 $85.5K - $99.5K
6.57K $1.1M
LII
Lennox International Inc

Industrials
-177
- 90.31%
$589.36 - $678.43 $104K - $120K
19 $11K
MTB
M&T Bank Corp

Financial Services
-606
- 66.16%
$172.48 - $221.95 $105K - $135K
310 $58K
CCI
Crown Castle International Corp

Real Estate
-859
- 93.47%
$89.78 - $119.11 $77.1K - $102K
60 $5K
APH
Amphenol Corp

Technology
-1.61K
- 76.28%
$62.07 - $75.35 $100K - $122K
502 $34K
IBM
International Business Machines Corp

Technology
-414
- 6.56%
$204.9 - $238.04 $84.8K - $98.5K
5.9K $1.3M
PG
Procter & Gamble CO

Consumer Defensive
-130
- 0.94%
$161.05 - $179.7 $20.9K - $23.4K
13.7K $2.3M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-1.81K
- 77.19%
$47.66 - $57.86 $86.5K - $105K
536 $30K
VMC
Vulcan Materials CO

Basic Materials
-397
- 55.22%
$237.95 - $292.31 $94.5K - $116K
322 $82K
MMM
3 M CO

Industrials
-650
- 38.24%
$124.74 - $137.12 $81.1K - $89.1K
1.05K $135K
CVS
Cvs Health Corp

Healthcare
-1.01K
- 34.92%
$43.78 - $67.46 $44.2K - $68.1K
1.88K $84K
POOL
Pool Corp

Industrials
-248
- 91.51%
$339.32 - $390.03 $84.2K - $96.7K
23 $7K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.91K
- 97.35%
$48.48 - $49.47 $92.7K - $94.6K
52 $2K
SWKS
Skyworks Solutions, Inc.

Technology
-944
- 87.33%
$83.18 - $99.15 $78.5K - $93.6K
137 $12K
CPRT
Copart Inc

Consumer Cyclical
-1.86K
- 63.85%
$51.36 - $63.8 $95.4K - $119K
1.05K $60K
KEYS
Keysight Technologies, Inc.

Technology
-561
- 63.32%
$149.01 - $172.53 $83.6K - $96.8K
325 $52K
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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