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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
SYKStryker Corporation Com
Recent Activity
Decreased -0.66%
0.29%
$3.294M
9,118 shares@ $361.26 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -0.04%
0.27%
$3.114M
18,777 shares@ $165.85 avg price
MCDMcdonalds Corp Com
Recent Activity
Decreased -9.75%
0.23%
$2.647M
8,691 shares@ $304.52 avg price
PGProcter And Gamble Co Com
Recent Activity
Decreased -2%
0.21%
$2.404M
13,878 shares@ $173.21 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -1.9%
0.21%
$2.362M
14,126 shares@ $167.2 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Decreased -0.11%
0.2%
$2.292M
6,107 shares@ $375.39 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -27.28%
0.14%
$1.526M
2,665 shares@ $572.46 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Decreased -9.95%
0.13%
$1.413M
16,900 shares@ $83.63 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -6.52%
0.13%
$1.41M
9,577 shares@ $147.27 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Decreased -2.61%
0.12%
$1.391M
2,379 shares@ $584.67 avg price