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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
CATCCambridge Bancorp Com
Recent Activity
Exited
0%
$218,385
3,165 shares@ $69.0 avg price
BLKBlackrock Inc Com
Recent Activity
Exited
0%
$92,904
118 shares@ $787.33 avg price
BBEUJpmorgan Betabuilders Europe Etf
Recent Activity
Exited
0%
$84,081
1,428 shares@ $58.89 avg price
MCBCMacatawa Bk Corp Com
Recent Activity
Exited
0%
$73,000
5,000 shares@ $14.6 avg price
CABOCable One Inc Com
Recent Activity
Exited
0%
$66,906
189 shares@ $354.0 avg price
PIIPolaris Inc Com
Recent Activity
Exited
0%
$62,648
800 shares@ $78.31 avg price
DFAXDimensional World Ex U.s. Core Equity 2 Etf
Recent Activity
Exited
0%
$53,026
2,086 shares@ $25.42 avg price
METMetlife Inc Com
Recent Activity
Exited
0%
$52,643
750 shares@ $70.2 avg price
VONGVanguard Russell 1000 Growth Etf
Recent Activity
Exited
0%
$42,496
453 shares@ $93.82 avg price
QGROAmerican Century U.s. Quality Growth Etf
Recent Activity
Exited
0%
$27,424
319 shares@ $85.97 avg price