Plante Moran Financial Advisors, LLC Sells in Q4 2024

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-28
- 0.79%
$134.53 - $150.65 $3.77K - $4.22K
3.51K $474K
XLE
Energy Sector Spdr

ETFs
-200
- 24.24%
$83.32 - $97.27 $16.7K - $19.5K
625 $53K
PM
Philip Morris International Inc.

Consumer Defensive
-98
- 1.69%
$118.38 - $133.06 $11.6K - $13K
5.71K $687K
AEP
American Electric Power CO Inc

Utilities
-100
- 15.5%
$90.91 - $102.21 $9.09K - $10.2K
545 $50K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-364
- 49.06%
$33.93 - $38.37 $12.4K - $14K
378 $12K
IWV
Ishares Russell 3000 ETF

ETFs
-58
- 10.49%
$323.08 - $349.08 $18.7K - $20.2K
495 $165K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-279
- 47.77%
$54.65 - $61.96 $15.2K - $17.3K
305 $17K
IP
International Paper CO

Consumer Cyclical
-322
- 94.15%
$46.64 - $59.57 $15K - $19.2K
20 $1K
HBAN
Huntington Bancshares Inc

Financial Services
-1.91K
- 17.76%
$14.18 - $18.2 $27.1K - $34.8K
8.85K $144K
VTWO
Vanguard Russell 2000 ETF

ETFs
-155
- 83.78%
$87.42 - $98.06 $13.6K - $15.2K
30 $2K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.52%
$396.64 - $516.74 $397 - $517
191 $76K
HAL
Halliburton CO

Energy
-434
- 55.22%
$25.77 - $31.99 $11.2K - $13.9K
352 $9K
NOC
Northrop Grumman Corp

Industrials
-17
- 25.37%
$466.52 - $543.88 $7.93K - $9.25K
50 $23K
IEV
Ishares Tr Europe ETF

ETFs
-195
- 70.91%
$52.03 - $57.63 $10.1K - $11.2K
80 $4K
KHC
Kraft Heinz CO

Consumer Defensive
-254
- 24.9%
$30.1 - $36.02 $7.65K - $9.15K
766 $23K
TT
Trane Technologies PLC

Industrials
-12
- 4.26%
$369.35 - $419.14 $4.43K - $5.03K
270 $99K
EWJ
Ishares Msci Japan ETF

ETFs
-111
- 23.77%
$66.18 - $71.84 $7.35K - $7.97K
356 $23K
JCI
Johnson Controls International PLC

Industrials
-122
- 64.21%
$74.23 - $86.6 $9.06K - $10.6K
68 $5K
HLN
Haleon PLC

Healthcare
-810
- 68.47%
$9.23 - $10.71 $7.48K - $8.68K
373 $3K
ICLN
Ishares

ETFs
-554
- 54.74%
$11.35 - $14.51 $6.29K - $8.04K
458 $5K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-184
- 13.6%
$40.82 - $45.39 $7.51K - $8.35K
1.17K $48K
NET
Cloudflare, Inc.

Technology
-95
- 95.0%
$78.11 - $117.56 $7.42K - $11.2K
5 $0
K
Kellogg CO

Consumer Defensive
-100
- 3.41%
$80.34 - $81.29 $8.03K - $8.13K
2.84K $229K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-47
- 1.48%
$90.66 - $99.46 $4.26K - $4.67K
3.13K $284K
KSS
Kohls Corp

Consumer Cyclical
-164
- 24.55%
$13.86 - $20.95 $2.27K - $3.44K
504 $7K
XLF
Financial Sector Spdr

ETFs
-274
- 12.96%
$44.89 - $51.34 $12.3K - $14.1K
1.84K $88K
IAU
Ishares Gold Trust

ETFs
-107
- 1.5%
$48.37 - $52.65 $5.18K - $5.63K
7.03K $348K
OHI
Omega Healthcare Investors Inc

Real Estate
-85
- 18.76%
$37.51 - $42.56 $3.19K - $3.62K
368 $13K
BIIB
Biogen Inc.

Healthcare
-20
- 54.05%
$146.47 - $191.55 $2.93K - $3.83K
17 $2K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-54
- 9.71%
$56.08 - $68.53 $3.03K - $3.7K
502 $28K
MSI
Motorola Solutions, Inc.

Technology
-16
- 6.25%
$449.08 - $504.6 $7.19K - $8.07K
240 $110K
XLB
Select Sector Spdr Fd Material

ETFs
-2
- 0.48%
$83.8 - $97.58 $168 - $195
412 $34K
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 16.67%
$1666.0 - $2117.3 $1.67K - $2.12K
5 $8K
EMB
Ishares Tr

ETFs
-38
- 38.78%
$88.94 - $93.46 $3.38K - $3.55K
60 $5K
IXN
Ishares Global Information Tec

ETFs
-60
- 10.91%
$80.67 - $87.84 $4.84K - $5.27K
490 $41K
CB
Chubb LTD

Financial Services
-14
- 63.64%
$271.57 - $301.89 $3.8K - $4.23K
8 $2K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-374
Closed
$11.44 - $13.22 $4.28K - $4.94K
0 $0
PRU
Prudential Financial Inc

Financial Services
-21
- 6.0%
$114.59 - $129.52 $2.41K - $2.72K
329 $38K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-33
- 6.02%
$121.89 - $135.52 $4.02K - $4.47K
515 $64K
NVS
Novartis Ag

Healthcare
-25
- 67.57%
$96.78 - $117.18 $2.42K - $2.93K
12 $1K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-401
- 51.68%
$7.33 - $12.37 $2.94K - $4.96K
375 $3K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-64
Closed
$38.7 - $51.36 $2.48K - $3.29K
0 $0
BEN
Franklin Resources Inc

Financial Services
-125
- 86.21%
$19.35 - $22.76 $2.42K - $2.85K
20 $0
TFLO
Ishares Treasury Floating Rate

ETFs
-42
- 24.42%
$50.37 - $50.63 $2.12K - $2.13K
130 $6K
MO
Altria Group, Inc.

Consumer Defensive
-80
- 4.28%
$49.06 - $57.74 $3.92K - $4.62K
1.79K $93K
SYY
Sysco Corp

Consumer Defensive
-5
- 0.37%
$73.63 - $81.77 $368 - $409
1.36K $104K
WEC
Wec Energy Group, Inc.

Utilities
-4
- 1.52%
$92.94 - $101.82 $372 - $407
260 $24K
AWK
American Water Works Company, Inc.

Utilities
-3
- 10.71%
$123.83 - $146.07 $371 - $438
25 $3K
USB
Us Bancorp \De\

Financial Services
-56
- 9.17%
$43.98 - $53.66 $2.46K - $3K
555 $26K
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