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Plante Moran Financial Advisors, LLC

13F
Plante Moran Financial Advisors, LLC
Last update 2024-10-30 876 Stocks (148 new)
Value $1.17 Bil Turnover 11 %
Countries:
Top Holdings: VOO(53.99%)VEA(8.04%)VXF(8.00%)VV(3.73%)MUB(3.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
Plante Moran Financial Advisor... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
1,199,671
633026.150
+20.19%
53.990
+9.07%
0.130
+1.14%
-0.91%
528294.358
 
VEA 		Vanguard FTSE Developed Markets ETF
1,784,071
94217.420
+1.69%
8.040
+0.13%
0.070
-6.74%
-0.61%
135974.140
 
VXF 		Vanguard Extended Market Index ETF
515,262
93772.230
+12.61%
8.000
+0.90%
0.470
+4.46%
-0.54%
19697.569
 
VV 		Vanguard Large Cap ETF
166,289
43782.350
-0.59%
3.730
-0.02%
0.120
+1.43%
-0.83%
37229.012
 
MUB 		iShares National Muni Bond ETF
376,580
40907.860
-5.39%
3.490
-0.23%
0.100
-1.51%
-0.84%
40103.892
 
AAPL 		Apple Inc
101,307
23604.580
+2.93%
2.010
+0.06%
0.000
+3.52%
-5.42%
3580182.678
Hardware
VBR 		Vanguard Small Cap Value ETF
79,518
15965.550
-3.61%
1.360
-0.05%
0.050
-0.75%
-1.50%
29821.979
 
SPY 		S&P 500 ETF TRUST ETF
27,797
15948.920
-8.75%
1.360
-0.15%
0.000
+1.10%
-0.95%
620239.104
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
420,962
15811.340
-4.64%
1.350
-0.07%
0.070
-6.65%
-0.62%
20114.828
 
MSFT 		Microsoft Corp
26,664
11473.360
+1.11%
0.980
+0.01%
0.000
+0.95%
-0.60%
3114843.301
Software

Plante Moran Financial Advisors, LLC's Historical Top Holdings Breakdowns

Plante Moran Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+9.07%
●
475.2 ($508.3) 527.7
$533.89
5.03%
Add 20.19%
1,199,671
201,526
VOO 		Vanguard S&P 500 ETF2023-06-30Add
+8.63%
●
369.99 ($384.18) 407.28
$533.89
38.97%
Add 29.22%
791,631
178,994
PEP 		PepsiCo Inc2024-03-31Reduce
-5.75%
●
162.04 ($168.35) 175.01
$142.64
-15.27%
Reduce -86.69%
49,661
-323,562
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+3.96%
●
455.1 ($481.2) 504.28
$533.89
10.95%
Add 8.63%
998,145
79,256
VOO 		Vanguard S&P 500 ETF2023-03-31Add
+3.73%
●
347.23 ($365.38) 381.37
$533.89
46.12%
Add 13.46%
612,637
72,680
SYK 		Stryker Corp2024-03-31Reduce
-3.00%
●
293.94 ($336.44) 358.71
$365.66
8.69%
Reduce -91.32%
9,123
-95,965
VOO 		Vanguard S&P 500 ETF2023-09-30Add
+2.56%
●
392.7 ($408.89) 420.68
$533.89
30.57%
Add 6.86%
845,948
54,317
VOO 		Vanguard S&P 500 ETF2024-03-31Add
+2.28%
●
429.43 ($457.68) 481.35
$533.89
16.65%
Add 5.04%
918,889
44,102
VXF 		Vanguard Extended Market Index ETF2024-06-30Add
+2.15%
●
161.82 ($168.77) 174.44
$188.96
11.96%
Add 38.52%
457,576
127,234
YUM 		Yum Brands Inc2024-03-31Reduce
-1.99%
●
126.33 ($133.53) 140.74
$123.25
-7.70%
Reduce -99.07%
1,363
-145,845

Plante Moran Financial Advisors, LLC Total Holding History ($B)

To

Plante Moran Financial Advisors, LLC's Asset Allocation

To

Plante Moran Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Plante Moran Financial Advisors, LLC's Hypothetical Growth since 2024-09-30

Plante Moran Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Plante Moran Financial Advisors, LLC's Holdings Heat Map

Size field:

Plante Moran Financial Advisors, LLC's Holdings Bubble Chart

Plante Moran Financial Advisors, LLC News

  • 1

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