Plante Moran Financial Advisors, LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$1.2B
Holdings
911
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (911 positions)
| Stock | Value |
|---|---|
WMTWALMART INC COM | $396K |
SOSOUTHERN CO COM | $390K |
VOEVANGUARD MID-CAP VALUE ETF | $389K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $385K |
ETNEATON CORP PLC SHS | $380K |
EPDENTERPRISE PRODS PARTNERS L P COM | $370K |
ARMARM HOLDINGS PLC SPONSORED ADS | $365K |
CMECME GROUP INC COM | $362K |
NSCNORFOLK SOUTHN CORP COM | $358K |
CATCATERPILLAR INC COM | $354K |
EMREMERSON ELEC CO COM | $354K |
WFCWELLS FARGO CO NEW COM | $354K |
RTXRTX CORPORATION COM | $351K |
IAU*ISHARES GOLD TRUST | $348K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $347K |
QCOMQUALCOMM INC COM | $342K |
MRSHMARSH & MCLENNAN COS INC COM | $342K |
AQLTISHARES SELECT DIVIDEND ETF | $331K |
UNPUNION PAC CORP COM | $331K |
GQ9SPDR GOLD SHARES | $323K |
MGCVANGUARD MEGA CAP ETF | $319K |
NOWSERVICENOW INC COM | $317K |
AEEAMEREN CORP COM | $316K |
VTVANGUARD TOTAL WORLD STOCK ETF | $310K |
FSLRFIRST SOLAR INC COM | $308K |
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF | $307K |
CLXCLOROX CO DEL COM | $304K |
LDOSLEIDOS HOLDINGS INC COM | $303K |
IWNISHARES RUSSELL 2000 VALUE ETF | $301K |
GILDGILEAD SCIENCES INC COM | $298K |
EFVISHARES MSCI EAFE VALUE ETF | $295K |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $295K |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $293K |
MRKMERCK & CO INC COM | $290K |
KOCOCA COLA CO COM | $288K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $284K |
HONHONEYWELL INTL INC COM | $283K |
FTNTFORTINET INC COM | $281K |
AQLTISHARES CORE MSCI EAFE ETF | $280K |
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND | $278K |
IYWISHARES U.S. TECHNOLOGY ETF | $268K |
GWWGRAINGER W W INC COM | $264K |
BACBANK AMERICA CORP COM | $263K |
DOVDOVER CORP COM | $262K |
PRAPROASSURANCE CORP COM | $261K |
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $259K |
IMCVISHARES MORNINGSTAR MID-CAP VALUE ETF | $256K |
DEDEERE & CO COM | $256K |
JJACOBS SOLUTIONS INC COM | $251K |
PHPARKER-HANNIFIN CORP COM | $249K |
AXPAMERICAN EXPRESS CO COM | $249K |
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $248K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $242K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $239K |
ADMARCHER DANIELS MIDLAND CO COM | $238K |
MFCMANULIFE FINL CORP COM | $238K |
AYIACUITY BRANDS INC COM | $235K |
ADBEADOBE INC COM | $233K |
SCHBSCHWAB U.S. BROAD MARKET ETF | $232K |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $230K |
KELKELLANOVA COM | $230K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $225K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $223K |
EBCEASTERN BANKSHARES INC COM | $219K |
INTUINTUIT COM | $217K |
FFORD MTR CO COM | $217K |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $216K |
RPMRPM INTL INC COM | $212K |
EFGISHARES MSCI EAFE GROWTH ETF | $204K |
VHTVANGUARD HEALTH CARE ETF | $203K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $202K |
OKEONEOK INC NEW COM | $199K |
NFLXNETFLIX INC COM | $199K |
ALSALLSTATE CORP COM | $197K |
BLDTOPBUILD CORP COM | $196K |
GLWCORNING INC COM | $196K |
IYHISHARES U.S. HEALTHCARE ETF | $194K |
AFLAFLAC INC COM | $194K |
EWEDWARDS LIFESCIENCES CORP COM | $193K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $191K |
PFEPFIZER INC COM | $185K |
CMCSACOMCAST CORP NEW CL A | $185K |
LOWLOWES COS INC COM | $183K |
YUMYUM BRANDS INC COM | $183K |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $182K |
CACCCREDIT ACCEP CORP MICH COM | $182K |
DRIDARDEN RESTAURANTS INC COM | $181K |
ISRGINTUITIVE SURGICAL INC COM NEW | $177K |
DALDELTA AIR LINES INC DEL COM NEW | $172K |
FANGDIAMONDBACK ENERGY INC COM | $169K |
FISVFISERV INC COM | $167K |
IWOISHARES RUSSELL 2000 GROWTH ETF | $167K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $167K |
DUKDUKE ENERGY CORP NEW COM NEW | $165K |
IWVISHARES RUSSELL 3000 ETF | $165K |
CWSTCASELLA WASTE SYS INC CL A | $164K |
KKRKKR & CO INC COM | $164K |
ITWILLINOIS TOOL WKS INC COM | $164K |
GEGE AEROSPACE COM NEW | $162K |
PSAPUBLIC STORAGE OPER CO COM | $162K |