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David T. Doyle

@Plante Moran Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.173BTotal holdings877
Assets growth rate17.24%Assets growth rate (2-Q avg)12.36%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Plante Moran Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 877 positions.

Assets under management

The assets under management (AUM) of Plante Moran Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.173B in assets, with a quarterly growth rate of 17.24% and a 2-quarter average growth rate of 12.36%. The portfolio is managed by David T. Doyle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EVRGEvergy Inc Com
Recent Activity
New Position
0.04%
$363,379
5,860 shares@ $62.02 avg price
FTRBFederated Hermes Total Return Bond Etf
Recent Activity
New Position
0.03%
$315,468
12,227 shares@ $25.81 avg price
AYIAcuity Brands Inc Com
Recent Activity
New Position
0.02%
$221,414
804 shares@ $275.4 avg price
EBCEastern Bankshares Inc Com
Recent Activity
New Position
0.02%
$208,514
12,722 shares@ $16.4 avg price
TECKTeck Resources Ltd Cl B
Recent Activity
New Position
0.02%
$181,482
3,474 shares@ $52.25 avg price
KKRKkr & Co Inc Com
Recent Activity
New Position
0.02%
$144,581
1,107 shares@ $130.61 avg price
AWIArmstrong World Inds Inc New Com
Recent Activity
New Position
0.02%
$133,927
1,019 shares@ $131.43 avg price
AERAercap Holdings Nv Shs
Recent Activity
New Position
0.02%
$128,440
1,356 shares@ $94.72 avg price
ALSNAllison Transmission Hldgs Inc Com
Recent Activity
New Position
0.02%
$128,061
1,333 shares@ $96.07 avg price
FISFidelity Natl Information Svcs Com
Recent Activity
New Position
0.02%
$124,704
1,489 shares@ $83.76 avg price