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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
LIILennox Intl Inc Com
Recent Activity
New Position
0.02%
$118,441
196 shares@ $604.3 avg price
CHDNChurchill Downs Inc Com
Recent Activity
New Position
0.01%
$116,010
858 shares@ $135.21 avg price
POSTPost Hldgs Inc Com
Recent Activity
New Position
0.01%
$113,898
984 shares@ $115.75 avg price
CBRECbre Group Inc Cl A
Recent Activity
New Position
0.01%
$112,405
903 shares@ $124.48 avg price
STESteris Plc Shs Usd
Recent Activity
New Position
0.01%
$110,356
455 shares@ $242.55 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.01%
$107,295
113 shares@ $949.52 avg price
MCMoelis & Co Cl A
Recent Activity
New Position
0.01%
$106,396
1,553 shares@ $68.51 avg price
POOLPool Corp Com
Recent Activity
New Position
0.01%
$102,113
271 shares@ $376.81 avg price
ATRAptargroup Inc Com
Recent Activity
New Position
0.01%
$90,507
565 shares@ $160.19 avg price
WATWaters Corp Com
Recent Activity
New Position
0.01%
$85,654
238 shares@ $359.9 avg price