test

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
VOOVanguard S&p 500 Etf
Recent Activity
Increased 20.2%
53.99%
$633.026M
1.2M shares@ $527.67 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Increased 1.69%
8.04%
$94.217M
1.784M shares@ $52.82 avg price
VXFVanguard Extended Market Etf
Recent Activity
Increased 12.61%
8%
$93.772M
515,262 shares@ $181.99 avg price
AAPLApple Inc Com
Recent Activity
Increased 2.94%
2.02%
$23.605M
101,307 shares@ $233.01 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 1.12%
0.98%
$11.473M
26,664 shares@ $430.3 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 1.37%
0.78%
$9.137M
15,840 shares@ $576.82 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 0.03%
0.56%
$6.548M
14,227 shares@ $460.26 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 53.47%
0.42%
$4.92M
23,333 shares@ $210.86 avg price
SCHMSchwab U.s. Mid-cap Etf
Recent Activity
Increased 3.88%
0.31%
$3.536M
42,556 shares@ $83.1 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 5.97%
0.25%
$2.884M
24,610 shares@ $117.19 avg price