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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
JNJJohnson & Johnson Com
Recent Activity
Increased 7.16%
0.23%
$2.683M
16,554 shares@ $162.07 avg price
AMGNAmgen Inc Com
Recent Activity
Increased 0.24%
0.2%
$2.339M
7,261 shares@ $322.19 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 0.27%
0.2%
$2.267M
11,478 shares@ $197.48 avg price
GNTXGentex Corp Com
Recent Activity
Increased 0.02%
0.18%
$2.043M
68,813 shares@ $29.7 avg price
DTEDte Energy Co Com
Recent Activity
Increased 4.46%
0.16%
$1.807M
14,076 shares@ $128.41 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 0.07%
0.13%
$1.458M
1,646 shares@ $885.88 avg price
IBMInternational Business Machs Com
Recent Activity
Increased 19.22%
0.12%
$1.395M
6,310 shares@ $221.09 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Increased 0.18%
0.12%
$1.375M
2,818 shares@ $488.07 avg price
ABTAbbott Labs Com
Recent Activity
Increased 0.05%
0.12%
$1.346M
11,809 shares@ $114.01 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 2.33%
0.12%
$1.328M
1,498 shares@ $886.53 avg price