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Plante Moran Financial Advisors

Latest statistics and disclosures from Plante Moran Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VEA, PEP, MUB, VXF, and represent 66.43% of Plante Moran Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VBR (+$13M), VOO (+$13M), VEA (+$5.1M), VXF, SPY, PEP, AMGN, MSFT, EFA, VOT.
Started 167 new stock positions in BLDR, IR, UP, BANC, IDXX, ALGN, BBY, URI, DXCM, MBLY.
Reduced shares in these 10 stocks: SCHM, VV, LQD, FMB, MUB, CNI, VUG, TXRH, VEU, BRK.B.
Sold out of its positions in Activision Blizzard, NLY, ARCC, BOH, BNS, TCPC, BIPC, CME, CM, Canopy Gro.
Plante Moran Financial Advisors was a net buyer of stock by $48M.
Plante Moran Financial Advisors has $957M in assets under management (AUM), dropping by 14.91%.
Central Index Key (CIK): 0001424717

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Portfolio Holdings for Plante Moran Financial Advisors

Plante Moran Financial Advisors holds 842 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Plante Moran Financial Advisors has 842 total positions. Only the first 250 positions are shown.

Sign up to view all of the Plante Moran Financial Advisors Dec. 31, 2023 positions
Download the Plante Moran Financial Advisors December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	39.9	$382M	+3%	875k	436.80	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	9.0	$86M	+6%	1.8M	47.90	View chart
Pepsico Stock (PEP)	6.6	$63M	+3%	373k	169.84	View chart
Ishares National Muni Bond Etf Etf (MUB)	5.5	$53M		485k	108.41	View chart
Vanguard Extended Market Etf Etf (VXF)	5.4	$51M	+6%	311k	164.42	View chart
Vanguard Large-cap Etf Etf (VV)	3.9	$37M		169k	218.15	View chart
Stryker Corporation Stock (SYK)	3.3	$32M		105k	299.46	View chart
Yum Brands Stock (YUM)	2.0	$19M		147k	130.66	View chart
Apple Stock (AAPL)	1.9	$19M		97k	192.53	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.8	$18M		517k	34.01	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.7	$17M	+307%	93k	179.97	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.5	$15M	+18%	31k	475.39	View chart
Microsoft Corp Stock (MSFT)	1.0	$10M	+15%	27k	376.04	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$6.3M	+5%	13k	477.64	View chart
Yum China Hldgs Stock (YUMC)	0.6	$6.2M		146k	42.43	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$4.8M		13k	356.66	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$3.9M	+10%	16k	237.22	View chart
Northrop Grumman Corp Stock (NOC)	0.4	$3.4M		7.2k	468.14	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$3.3M	-3%	11k	310.88	View chart
Amazon Stock (AMZN)	0.3	$3.3M		21k	151.94	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.3	$3.2M	-13%	42k	75.32	View chart
Mcdonalds Corp Stock (MCD)	0.3	$2.9M	+2%	9.9k	296.51	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$2.9M	+10%	17k	170.10	View chart
Nvidia Corporation Stock (NVDA)	0.3	$2.9M	+17%	5.8k	495.22	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$2.4M	-2%	24k	99.98	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$2.4M	-3%	17k	139.69	View chart
Gentex Corp Stock (GNTX)	0.2	$2.3M		70k	32.66	View chart
Amgen Stock (AMGN)	0.2	$2.2M	+234%	7.5k	288.02	View chart
Procter And Gamble Stock (PG)	0.2	$2.2M		15k	146.54	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.0M		13k	156.74	View chart
Abbvie Stock (ABBV)	0.2	$2.0M		13k	154.97	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$2.0M	+3%	14k	140.93	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$1.8M	+10%	6.1k	303.17	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$1.7M	+79%	23k	75.35	View chart
Home Depot Stock (HD)	0.2	$1.6M	-2%	4.7k	346.53	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$1.6M		3.00	542625.00	View chart
Dte Energy Stock (DTE)	0.2	$1.6M		14k	110.26	View chart
Merck & Co Stock (MRK)	0.2	$1.6M		14k	109.02	View chart
Chevron Corp Stock (CVX)	0.2	$1.5M	+18%	10k	149.16	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.3M		2.5k	526.46	View chart
Abbott Labs Stock (ABT)	0.1	$1.3M		12k	110.07	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.2M	-5%	15k	77.73	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.1M	+30%	6.6k	165.24	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.1M	-3%	4.5k	241.77	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$1.1M	+18%	2.6k	409.52	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.1M	+96%	3.0k	353.96	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.0M	+14%	1.7k	582.88	View chart
Visa Inc Com Cl A Stock (V)	0.1	$987k	-3%	3.8k	260.37	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.1	$985k		28k	35.20	View chart
Costco Whsl Corp Stock (COST)	0.1	$961k	+4%	1.5k	660.15	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$946k	+122%	4.3k	219.57	View chart
Oracle Corp Stock (ORCL)	0.1	$850k	+7%	8.1k	105.43	View chart
Brown Forman Corp Cl B Stock (BF.B)	0.1	$837k	-9%	15k	57.10	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$803k		4.6k	173.89	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$800k	+40%	7.4k	108.25	View chart
Brown Forman Corp Cl A Stock (BF.A)	0.1	$799k		13k	59.59	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$782k	-3%	11k	72.43	View chart
International Business Machs Stock (IBM)	0.1	$768k		4.7k	163.54	View chart
Automatic Data Processing Stock (ADP)	0.1	$758k	-5%	3.3k	233.00	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$748k		12k	64.62	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$747k	+13%	1.5k	508.68	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$741k	+20%	3.3k	225.49	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$732k	-2%	14k	52.33	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$712k	-5%	11k	65.06	View chart
Danaher Corporation Stock (DHR)	0.1	$668k		2.9k	231.34	View chart
Applied Matls Stock (AMAT)	0.1	$657k	+3%	4.1k	162.07	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$651k		18k	37.22	View chart
Flexshares Morningstar Us Market Factor Tilt Index Fund Etf (TILT)	0.1	$646k		3.5k	182.48	View chart
Boeing Stock (BA)	0.1	$644k	+2%	2.5k	260.70	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$630k	-11%	3.1k	200.73	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$624k	+27%	2.3k	277.15	View chart
Disney Walt Stock (DIS)	0.1	$610k	+4%	6.8k	90.29	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$605k		3.6k	170.38	View chart
Cintas Corp Stock (CTAS)	0.1	$590k	-2%	979.00	602.66	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$583k	-4%	3.0k	192.48	View chart
Honeywell Intl Stock (HON)	0.1	$570k	+10%	2.7k	209.68	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$568k	+4%	1.3k	426.56	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$566k		1.9k	290.96	View chart
Philip Morris Intl Stock (PM)	0.1	$559k		5.9k	94.08	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$551k		5.5k	99.44	View chart
Olo Inc Cl A Stock (OLO)	0.1	$539k	-5%	94k	5.72	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$539k		5.1k	105.23	View chart
Cms Energy Corp Stock (CMS)	0.1	$513k		8.8k	58.07	View chart
Nextera Energy Stock (NEE)	0.1	$508k	-5%	8.4k	60.74	View chart
Ford Mtr Co Del Stock (F)	0.1	$496k	-7%	41k	12.19	View chart
Vanguard Value Etf Etf (VTV)	0.0	$476k	+7%	3.2k	149.50	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$472k		6.9k	68.80	View chart
Pfizer Stock (PFE)	0.0	$471k	-16%	16k	28.79	View chart
Illinois Tool Wks Stock (ITW)	0.0	$456k	+7%	1.7k	261.94	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$452k	+107%	3.6k	125.14	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$449k	+24245%	8.0k	55.90	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$448k		2.2k	205.80	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$447k	+144%	6.0k	75.10	View chart
Adobe Stock (ADBE)	0.0	$443k	+38%	742.00	596.89	View chart
Conocophillips Stock (COP)	0.0	$413k		3.6k	116.07	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$410k	-9%	3.3k	124.97	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$408k	-3%	3.7k	111.63	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$402k		1.5k	262.26	View chart
Intel Corp Stock (INTC)	0.0	$397k	+8%	7.9k	50.25	View chart
Darden Restaurants Stock (DRI)	0.0	$388k		2.4k	164.30	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$387k	+8%	6.9k	56.40	View chart
Travelers Companies Stock (TRV)	0.0	$383k		2.0k	190.49	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$379k		5.0k	75.55	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$375k	NEW	4.1k	91.40	View chart
Cisco Sys Stock (CSCO)	0.0	$375k	+32%	7.4k	50.52	View chart
Starbucks Corp Stock (SBUX)	0.0	$368k	-19%	3.8k	96.01	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$367k		1.6k	236.32	View chart
Tesla Stock (TSLA)	0.0	$354k	+15%	1.4k	248.48	View chart
Archer Daniels Midland Stock (ADM)	0.0	$348k	-5%	4.8k	72.22	View chart
Union Pac Corp Stock (UNP)	0.0	$348k		1.4k	245.62	View chart
Caterpillar Stock (CAT)	0.0	$342k	+24%	1.2k	295.67	View chart
Wells Fargo Stock (WFC)	0.0	$334k	-5%	6.8k	49.22	View chart
Comerica Stock (CMA)	0.0	$332k	+16%	5.9k	55.81	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$332k		2.3k	145.01	View chart
Walmart Stock (WMT)	0.0	$330k	-13%	2.1k	157.64	View chart
Broadcom Stock (AVGO)	0.0	$329k	+65%	295.00	1116.25	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$327k	+56%	6.3k	52.10	View chart
Servicenow Stock (NOW)	0.0	$322k	+65%	456.00	706.49	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$316k	+134%	653.00	483.69	View chart
R1 RCM Stock (RCM)	0.0	$311k		29k	10.57	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$311k		12k	26.35	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$309k		1.6k	189.48	View chart
Blackstone Stock (BX)	0.0	$308k	+370%	2.4k	130.92	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$297k	-24%	5.3k	56.14	View chart
Southern Stock (SO)	0.0	$297k		4.2k	70.12	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$296k		2.5k	117.22	View chart
First Solar Stock (FSLR)	0.0	$296k		1.7k	172.28	View chart
Gilead Sciences Stock (GILD)	0.0	$294k	+339%	3.6k	81.01	View chart
Leidos Holdings Stock (LDOS)	0.0	$291k		2.7k	108.24	View chart
Emerson Elec Stock (EMR)	0.0	$287k	-9%	3.0k	97.33	View chart
Ishares Gold Trust Etf (IAU)	0.0	$275k		7.0k	39.03	View chart
Altria Group Stock (MO)	0.0	$269k	-4%	6.7k	40.34	View chart
Clorox Co Del Stock (CLX)	0.0	$267k	-9%	1.9k	142.59	View chart
Tjx Cos Stock (TJX)	0.0	$263k	+5%	2.8k	93.81	View chart
3M Stock (MMM)	0.0	$261k	-19%	2.4k	109.32	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$256k	-9%	1.1k	232.64	View chart
Eaton Corp Stock (ETN)	0.0	$256k	-18%	1.1k	240.71	View chart
American Express Stock (AXP)	0.0	$252k	+7%	1.3k	187.34	View chart
Dt Midstream Stock (DTM)	0.0	$250k	+7%	4.6k	54.80	View chart
Rtx Corporation Stock (RTX)	0.0	$247k	+2%	2.9k	84.14	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$245k	+688%	3.1k	79.22	View chart
Jacobs Solutions Stock (J)	0.0	$244k		1.9k	129.80	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$243k		11k	22.44	View chart
Halliburton Stock (HAL)	0.0	$242k	+17%	6.7k	36.15	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$241k		2.7k	90.16	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.0	$237k	NEW	2.4k	99.13	View chart
Topbuild Corp Stock (BLD)	0.0	$235k		629.00	374.26	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$235k		3.8k	62.66	View chart
Intuit Stock (INTU)	0.0	$233k	+5%	373.00	625.03	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$228k	+47%	2.2k	102.88	View chart
Ameren Corp Stock (AEE)	0.0	$228k		3.2k	72.34	View chart
Proassurance Corp Stock (PRA)	0.0	$226k		16k	13.79	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$224k	+65%	3.8k	58.45	View chart
Dover Corp Stock (DOV)	0.0	$224k	+4%	1.5k	153.81	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$224k		3.3k	67.72	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$223k	+4%	2.3k	96.85	View chart
Cambridge Bancorp Stock (CATC)	0.0	$220k	-18%	3.2k	69.40	View chart
Citigroup Stock (C)	0.0	$218k	+1887%	4.2k	51.44	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$215k	+1107%	1.8k	116.29	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$211k		1.2k	178.81	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$211k	NEW	1.1k	191.41	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$208k	-15%	3.7k	55.67	View chart
Cvs Health Corp Stock (CVS)	0.0	$207k	+8%	2.6k	78.96	View chart
Coca Cola Stock (KO)	0.0	$206k	+6%	3.5k	58.93	View chart
Credit Accep Corp Mich Stock (CACC)	0.0	$206k		387.00	532.73	View chart
General Electric Stock (GE)	0.0	$205k	+9%	1.6k	127.63	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$204k	-4%	1.5k	136.38	View chart
Spdr Gold Shares Etf (GLD)	0.0	$201k	+21%	1.1k	191.17	View chart
Bank America Corp Stock (BAC)	0.0	$201k		6.0k	33.67	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$197k	+197%	2.5k	77.90	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$197k		2.6k	76.25	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$193k		2.9k	67.12	View chart
Rpm Intl Stock (RPM)	0.0	$192k		1.7k	111.61	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$191k	+20%	1.2k	157.23	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$191k		667.00	286.24	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$189k	+9%	2.7k	70.35	View chart
Arm Holdings Adr (ARM)	0.0	$188k		2.5k	75.15	View chart
Fortinet Stock (FTNT)	0.0	$188k		3.2k	58.53	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$186k	+8%	743.00	250.70	View chart
Verizon Communications Stock (VZ)	0.0	$181k	-7%	4.8k	37.70	View chart
Lululemon Athletica Stock (LULU)	0.0	$179k		350.00	511.29	View chart
Parker-hannifin Corp Stock (PH)	0.0	$179k		388.00	460.70	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$178k	-13%	6.1k	29.23	View chart
Nike Inc Cl B Stock (NKE)	0.0	$176k	+5%	1.6k	108.58	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$174k	+568%	1.1k	155.33	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$172k		5.0k	34.49	View chart
Grainger W W Stock (GWW)	0.0	$169k	+2%	204.00	828.69	View chart
Dupont De Nemours Stock (DD)	0.0	$168k	+6%	2.2k	76.93	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$167k		1.6k	103.07	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$167k	+13%	3.8k	43.85	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$166k	NEW	4.1k	40.21	View chart
Deere & Co Stock (DE)	0.0	$166k	-6%	415.00	399.87	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$166k		605.00	273.74	View chart
Kellanova Stock (K)	0.0	$164k	-10%	2.9k	55.91	View chart
Trane Technologies Stock (TT)	0.0	$163k		667.00	243.90	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$160k		2.7k	59.24	View chart
Diamondback Energy Stock (FANG)	0.0	$159k		1.0k	155.11	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.0	$159k	+31%	2.6k	61.94	View chart
Andersons Stock (ANDE)	0.0	$158k		2.8k	57.54	View chart
Netflix Stock (NFLX)	0.0	$153k	+28%	314.00	486.88	View chart
Wintrust Finl Corp Stock (WTFC)	0.0	$151k	-24%	1.6k	92.77	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.0	$151k	+273%	2.6k	58.73	View chart
Millerknoll Stock (MLKN)	0.0	$151k		5.7k	26.68	View chart
Neogen Corp Stock (NEOG)	0.0	$151k		7.5k	20.11	View chart
Canadian Natl Ry Stock (CNI)	0.0	$150k	-49%	1.2k	125.63	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$149k	-25%	2.0k	76.11	View chart
Nucor Corp Stock (NUE)	0.0	$143k	-35%	824.00	174.04	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$142k	-32%	1.2k	122.75	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$142k	NEW	617.00	229.68	View chart
Mgm Resorts International Stock (MGM)	0.0	$141k		3.2k	44.68	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$141k		1.7k	82.96	View chart
Allstate Corp Stock (ALL)	0.0	$140k	+7%	999.00	139.91	View chart
Stellar Bancorp Stock (STEL)	0.0	$139k		5.0k	27.84	View chart
Oneok Stock (OKE)	0.0	$138k		2.0k	70.22	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$137k	+5%	2.4k	57.97	View chart
Huntington Bancshares Stock (HBAN)	0.0	$136k		11k	12.72	View chart
Sony Group Corp Adr (SONY)	0.0	$134k		1.4k	94.69	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$132k		1.5k	85.46	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	0.0	$131k	-3%	3.9k	33.73	View chart
Aflac Stock (AFL)	0.0	$130k	-25%	1.6k	82.51	View chart
Corning Stock (GLW)	0.0	$130k		4.3k	30.45	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$128k	+13%	1.2k	104.00	View chart
General Dynamics Corp Stock (GD)	0.0	$126k		486.00	259.67	View chart
Nbt Bancorp Stock (NBTB)	0.0	$125k		3.0k	41.91	View chart
Jpmorgan Betabuilders Europe Etf Etf (BBEU)	0.0	$124k	NEW	2.2k	56.59	View chart
Target Corp Stock (TGT)	0.0	$122k		858.00	142.43	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$121k		322.00	376.87	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$120k	+340%	1.4k	84.87	View chart
Motorola Solutions Stock (MSI)	0.0	$120k	+17%	384.00	313.09	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$118k	-39%	1.5k	81.28	View chart
Dow Stock (DOW)	0.0	$118k		2.2k	54.84	View chart
Kla Corp Stock (KLAC)	0.0	$116k		199.00	581.30	View chart
Csx Corp Stock (CSX)	0.0	$116k	-34%	3.3k	34.67	View chart
General Mtrs Stock (GM)	0.0	$112k	+8%	3.1k	35.92	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$112k	-10%	2.2k	51.31	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$111k	-5%	2.8k	40.23	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$111k	-25%	1.1k	103.46	View chart
Corteva Stock (CTVA)	0.0	$111k		2.3k	47.92	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$110k	+520%	2.2k	51.05	View chart
Schwab Fundamental Us Small Co. Index Etf Etf (FNDA)	0.0	$108k	+35%	2.0k	55.35	View chart
Intuitive Surgical Stock (ISRG)	0.0	$108k		320.00	337.36	View chart
L3harris Technologies Stock (LHX)	0.0	$105k		500.00	210.62	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$105k	+138%	5.2k	20.04	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.0	$104k		13k	7.72	View chart
Keysight Technologies Stock (KEYS)	0.0	$103k	NEW	650.00	159.09	View chart
Pulte Group Stock (PHM)	0.0	$103k	NEW	1.0k	103.22	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$101k	+6%	451.00	223.34	View chart
Medtronic Stock (MDT)	0.0	$98k	-2%	1.2k	82.38	View chart
Texas Instrs Stock (TXN)	0.0	$98k	-8%	576.00	170.46	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$97k		1.8k	55.34	View chart

Past Filings by Plante Moran Financial Advisors

SEC 13F filings are viewable for Plante Moran Financial Advisors going back to 2011

Plante Moran Financial Advisors 2023 Q4 filed Feb. 5, 2024
Plante Moran Financial Advisors 2023 Q3 filed Nov. 7, 2023
Plante Moran Financial Advisors 2023 Q2 filed Aug. 7, 2023
Plante Moran Financial Advisors 2023 Q1 filed May 8, 2023
Plante Moran Financial Advisors 2022 Q4 filed Feb. 9, 2023
Plante Moran Financial Advisors 2022 Q3 filed Nov. 2, 2022
Plante Moran Financial Advisors 2022 Q2 filed Aug. 2, 2022
Plante Moran Financial Advisors 2022 Q1 filed May 6, 2022
Plante Moran Financial Advisors 2021 Q4 filed Feb. 9, 2022
Plante Moran Financial Advisors 2021 Q3 filed Nov. 8, 2021
Plante Moran Financial Advisors 2021 Q2 filed Aug. 10, 2021
Plante Moran Financial Advisors 2021 Q1 filed May 13, 2021
Plante Moran Financial Advisors 2020 Q4 filed Feb. 9, 2021
Plante Moran Financial Advisors 2020 Q3 filed Nov. 12, 2020
Plante Moran Financial Advisors 2020 Q2 filed Aug. 10, 2020
Plante Moran Financial Advisors 2020 Q1 filed May 7, 2020

View all past filings

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