IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Plante Moran Financial Advisors, LLC

Q4 2023 Holdings

Filed 2024-02-05 | 842 holdings | $956.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Wabtec COM(WAB)Stock929740108$2.9K230.0%
Bill Holdings Inc COM(BILL)Stock090043100$2.9K360.0%
Spdr Bloomberg Convertible Securities ETF(CWB)ETF78464A359$3.0K410.0%
Martin Marietta Matls Inc COM(MLM)Stock573284106$3.0K60.0%
Vanguard Russell 3000 ETF(VTHR)ETF92206C599$3.0K140.0%
First Finl Bankshares Inc COM(FFIN)Stock32020R109$3.0K1000.0%
Ameriprise Finl Inc COM(AMP)Stock03076C106$3.0K80.0%
Chicos FAS Inc COM(CHS1USD)Stock168615102$3.1K4040.0%
American Axle & MFG Hldgs Inc COM(DCH)Stock024061103$3.1K3500.0%
Freeport-Mcmoran Inc CL B(FCX)Stock35671D857$3.1K730.0%
MKS Instrs Inc COM(MKSI)Stock55306N104$3.2K310.0%
Tractor Supply Co COM(TSCO)Stock892356106$3.2K150.0%
American WTR WKS Co Inc New COM(AWK)Stock030420103$3.3K250.0%
Dexcom Inc COM(DXCM)Stock252131107$3.4K270.0%
Capital One Finl Corp COM(COF)Stock14040H105$3.4K260.0%
Ladder Cap Corp CL A(LADR)REIT505743104$3.5K3000.0%
Lucid Group Inc COM(CCIVGBP)Stock549498103$3.6K8500.0%
Pacer Developed Markets International Cash Cows 100 ETF(ICOW)ETF69374H873$3.6K1150.0%
Guidewire Software Inc COM(GWRE)Stock40171V100$3.6K330.0%
Soligenix Inc COM NewStock834223505$3.6K4,7780.0%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$3.7K470.0%
Rambus Inc del COM(RMBS)Stock750917106$3.7K540.0%
Infosys LTD Sponsored ADR(INFY)ADR456788108$3.7K2030.0%
Okta Inc CL A(OKTA)Stock679295105$3.8K420.0%
Rumble Inc COM CL A(RUM)Stock78137L105$3.9K8710.0%
Seagate Technology Hldngs PLC ORD SHS(STX)StockG7997R103$3.9K460.0%
RLI Corp COM(RLI)Stock749607107$4.0K300.0%
Synovus Finl Corp COM New(SYU1)Stock87161C501$4.0K1070.0%
Barrick Gold Corp COM(ABX)Stock067901108$4.0K2230.0%
Pioneer NAT RES Co COM(PXDEUR)Stock723787107$4.0K180.0%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$4.1K540.0%
Global X Cybersecurity ETF(BUG)ETF37954Y384$4.1K1410.0%
Pinterest Inc CL A(PINS)Stock72352L106$4.1K1120.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$4.2K240.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$4.2K220.0%
Fortrea Hldgs Inc Common Stock(FTRE)Stock34965K107$4.4K1250.0%
DBX ETF Trust - Xtrackers International Real Estate ETF(HAUZ)ETF233051846$4.4K2000.0%
Eton Pharmaceuticals Inc COM(ETON)Stock29772L108$4.4K1,0000.0%
GXO Logistics Incorporated Common Stock(GXO)Stock36262G101$4.4K720.0%
Xtrackers USD High Yield Corporate Bond ETF(HYLB)ETF233051432$4.4K1240.0%
Entegris Inc COM(ENTG)Stock29362U104$4.4K370.0%
Arista Networks Inc COM(ANETEUR)Stock040413106$4.5K190.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$4.5K2190.0%
APA Corporation COM(APA)Stock03743Q108$4.7K1300.0%
Kyndryl Hldgs Inc Common Stock(KD)Stock50155Q100$4.7K2250.0%
Invesco Msci Sustainable Future ETF(ERTH)ETF46137V407$4.7K1000.0%
Check Point Software Tech LTD ORD(CHKP)StockM22465104$4.9K320.0%
Ventas Inc COM(VTR)REIT92276F100$5.0K990.0%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$5.2K470.0%
Atlassian Corporation CL A(TEAM)Stock049468101$5.2K220.0%
PreviousPage 4 of 17Next