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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, VXF, VEA, VV, MUB, and represent 83.44% of Plante Moran Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$59M), VEA (+$10M), VXF (+$5.3M), IVV, JNJ, VBR, BHB, WM, SPDW, AEP.
Started 107 new stock positions in XEL, FNDE, SF, EOG, IBCP, CHPT, EQIX, BWXT, EXP, ITT.
Reduced shares in these 10 stocks: VV, CBSH, MSFT, MUB, BRK.B, VCIT, VTV, JPM, IWV, AAPL.
Sold out of its positions in PPLT, ADAP, LNT, AMX, AVDE, AVUS, COR, NLY, ANSS, ACLS.
Plante Moran Financial Advisors was a net buyer of stock by $62M.
Plante Moran Financial Advisors has $1.6B in assets under management (AUM), dropping by 11.84%.
Central Index Key (CIK): 0001424717

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Portfolio Holdings for Plante Moran Financial Advisors

Plante Moran Financial Advisors holds 786 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Plante Moran Financial Advisors has 786 total positions. Only the first 250 positions are shown.

Sign up to view all of the Plante Moran Financial Advisors Sept. 30, 2025 positions
Download the Plante Moran Financial Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	58.0	$924M	+6%	1.5M	612.38	View chart
Vanguard Extended Market Etf Etf (VXF)	9.6	$154M	+3%	733k	209.34	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	8.0	$127M	+8%	2.1M	59.92	View chart
Vanguard Large-cap Etf Etf (VV)	6.2	$98M	-3%	319k	307.86	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.6	$26M	-6%	243k	106.49	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.6	$25M	+2%	118k	208.71	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.2	$19M		29k	666.18	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	1.2	$19M		631k	29.64	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.0	$15M	+3%	358k	42.79	View chart
Apple Stock (AAPL)	1.0	$15M	-3%	60k	254.63	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$9.7M	+17%	15k	668.79	View chart
Microsoft Corp Stock (MSFT)	0.5	$8.6M	-18%	17k	517.94	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$6.4M		19k	328.17	View chart
Amazon Stock (AMZN)	0.3	$5.0M	-4%	23k	219.57	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$4.5M	-8%	9.4k	479.63	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$3.8M	-5%	16k	243.10	View chart
Pepsico Stock (PEP)	0.2	$3.8M		27k	140.44	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$3.4M	-29%	6.9k	502.74	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$3.3M	-17%	10k	315.44	View chart
Johnson & Johnson Stock (JNJ)	0.2	$3.0M	+65%	16k	185.42	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$2.9M	-2%	12k	243.55	View chart
Stryker Corporation Stock (SYK)	0.2	$2.9M	-7%	7.7k	369.68	View chart
Nvidia Corporation Stock (NVDA)	0.2	$2.8M		15k	186.58	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.5M	-3%	5.3k	468.41	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.4M		4.0k	600.37	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.9M	-3%	6.6k	293.80	View chart
Procter And Gamble Stock (PG)	0.1	$1.7M		11k	153.65	View chart
Oracle Corp Stock (ORCL)	0.1	$1.6M	-14%	5.9k	281.24	View chart
Dte Energy Stock (DTE)	0.1	$1.6M		12k	141.44	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.5M	-6%	2.1k	734.26	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.5M		16k	93.37	View chart
Home Depot Stock (HD)	0.1	$1.4M	-5%	3.5k	405.15	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.4M		12k	112.75	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$1.3M		4.6k	281.83	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$1.3M	-4%	28k	45.21	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.3M	-7%	4.1k	303.88	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.2M		4.2k	297.61	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.2M		4.2k	293.72	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.2M		1.6k	746.57	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.2M	-13%	1.3k	925.74	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.2M	-12%	1.5k	762.94	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.1M	-6%	4.4k	254.26	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.0M		8.6k	118.78	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.0M		9.6k	104.51	View chart
Chevron Corp Stock (CVX)	0.1	$963k	+23%	6.2k	155.29	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$962k	+15%	15k	65.24	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$961k	-11%	6.6k	145.65	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$950k	+3%	4.7k	203.58	View chart
Visa Inc Com Cl A Stock (V)	0.1	$927k	-9%	2.7k	341.42	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$926k		12k	79.95	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$917k		9.5k	96.55	View chart
Flexshares Morningstar Us Market Factor Tilt Index Fund Etf (TILT)	0.1	$857k		3.5k	242.29	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$846k		32k	26.34	View chart
International Business Machs Stock (IBM)	0.1	$839k		3.0k	282.17	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$835k		14k	58.21	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$817k		18k	44.69	View chart
Disney Walt Stock (DIS)	0.1	$808k	-2%	7.1k	114.50	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$769k		3.6k	215.81	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.0	$754k		1.00	754200.00	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$700k	-9%	2.7k	260.41	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$698k	+547%	3.2k	220.83	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$685k		1.9k	365.48	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$683k		1.9k	356.58	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$682k	-6%	3.3k	206.51	View chart
Broadcom Stock (AVGO)	0.0	$681k	-9%	2.1k	329.92	View chart
Vanguard Value Etf Etf (VTV)	0.0	$677k	-53%	3.6k	186.50	View chart
Yum Brands Stock (YUM)	0.0	$658k		4.3k	152.01	View chart
Philip Morris Intl Stock (PM)	0.0	$623k		3.8k	162.20	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$619k	+3%	7.9k	78.34	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$609k		2.5k	241.96	View chart
Nextera Energy Stock (NEE)	0.0	$604k	-3%	8.0k	75.49	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$600k	NEW	20k	30.46	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$598k		19k	31.91	View chart
Tesla Stock (TSLA)	0.0	$594k	-27%	1.3k	444.77	View chart
Amgen Stock (AMGN)	0.0	$590k		2.1k	282.22	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$590k		4.9k	120.72	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$590k		989.00	596.03	View chart
Danaher Corporation Stock (DHR)	0.0	$588k	-4%	3.0k	198.26	View chart
Cisco Sys Stock (CSCO)	0.0	$575k	+10%	8.4k	68.42	View chart
Union Pac Corp Stock (UNP)	0.0	$566k	+55%	2.4k	236.37	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$551k		5.8k	95.47	View chart
Abbvie Stock (ABBV)	0.0	$543k	-8%	2.3k	231.51	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$540k		5.6k	95.89	View chart
Dt Midstream Stock (DTM)	0.0	$525k		4.6k	113.07	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$520k	+131%	22k	23.28	View chart
Tjx Cos Stock (TJX)	0.0	$515k		3.6k	144.54	View chart
Abbott Labs Stock (ABT)	0.0	$505k	+2%	3.8k	133.93	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$499k		8.0k	62.47	View chart
Cms Energy Corp Stock (CMS)	0.0	$495k		6.8k	73.26	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$494k		3.5k	141.50	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$477k	-4%	11k	42.96	View chart
Rtx Corporation Stock (RTX)	0.0	$470k	+3%	2.8k	167.33	View chart
Caterpillar Stock (CAT)	0.0	$466k		977.00	477.15	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.0	$465k		9.8k	47.72	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$449k	-8%	3.2k	140.05	View chart
Southern Stock (SO)	0.0	$430k	+4%	4.5k	94.77	View chart
Eaton Corp Stock (ETN)	0.0	$430k	+3%	1.1k	374.10	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$427k	-15%	3.0k	140.95	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$425k		2.4k	174.58	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$422k	+21%	2.2k	189.70	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$421k		740.00	568.94	View chart
Wells Fargo Stock (WFC)	0.0	$420k	+2%	5.0k	83.82	View chart
Qualcomm Stock (QCOM)	0.0	$418k		2.5k	166.36	View chart
Deere & Co Stock (DE)	0.0	$416k	+49%	909.00	457.27	View chart
Netflix Stock (NFLX)	0.0	$407k		339.00	1200.44	View chart
Proassurance Corp Stock (PRA)	0.0	$393k		16k	23.99	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$391k	+7%	2.0k	195.86	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$388k	+8%	4.4k	87.31	View chart
Unitedhealth Group Stock (UNH)	0.0	$385k	-13%	1.1k	345.29	View chart
Spdr Gold Shares Etf (GLD)	0.0	$378k		1.1k	355.47	View chart
First Solar Stock (FSLR)	0.0	$376k		1.7k	220.53	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$375k	+4%	5.5k	67.83	View chart
American Elec Pwr Stock (AEP)	0.0	$368k	+990%	3.3k	112.50	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$366k		1.5k	244.09	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$364k		14k	25.71	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$364k		1.9k	194.53	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$363k	+16%	3.1k	116.82	View chart
Ge Aerospace Stock (GE)	0.0	$360k	+7%	1.2k	300.85	View chart
Travelers Companies Stock (TRV)	0.0	$349k		1.3k	279.22	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$346k	-7%	13k	27.30	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$332k		1.9k	176.81	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$322k	NEW	6.4k	50.07	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$311k	-3%	2.2k	142.10	View chart
Bank America Corp Stock (BAC)	0.0	$310k	+7%	6.0k	51.59	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$309k	+117%	3.4k	89.77	View chart
Automatic Data Processing Stock (ADP)	0.0	$307k	-13%	1.0k	293.60	View chart
Ishares Gold Trust Etf (IAU)	0.0	$302k	+50%	4.1k	72.77	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$301k	-7%	7.8k	38.57	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$301k		5.9k	50.70	View chart
Parker-hannifin Corp Stock (PH)	0.0	$300k	-15%	395.00	758.15	View chart
Yum China Hldgs Stock (YUMC)	0.0	$292k		6.8k	42.92	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$291k	-50%	637.00	456.00	View chart
Ford Mtr Stock (F)	0.0	$289k	-5%	24k	11.96	View chart
Corning Stock (GLW)	0.0	$288k	-14%	3.5k	82.03	View chart
American Express Stock (AXP)	0.0	$288k	+3%	866.00	332.16	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$285k	-5%	1.2k	239.64	View chart
Walmart Stock (WMT)	0.0	$283k	-45%	2.7k	103.06	View chart
Jacobs Solutions Stock (J)	0.0	$281k		1.9k	149.86	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$281k		11k	25.90	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$278k	+89%	8.8k	31.42	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$277k		3.5k	80.35	View chart
Comerica Stock (CMA)	0.0	$269k		3.9k	68.52	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$266k		573.00	463.74	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$262k	+5%	3.7k	71.37	View chart
Leidos Holdings Stock (LDOS)	0.0	$260k	-4%	1.4k	188.96	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$258k	+30%	2.9k	88.96	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$258k	-6%	2.8k	92.97	View chart
Merck & Co Stock (MRK)	0.0	$257k		3.1k	83.93	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$257k		1.8k	139.67	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$252k		2.8k	89.13	View chart
Topbuild Corp Stock (BLD)	0.0	$246k		629.00	390.86	View chart
Grainger W W Stock (GWW)	0.0	$243k	+2%	255.00	952.96	View chart
Fortinet Stock (FTNT)	0.0	$241k		2.9k	84.08	View chart
Honeywell Intl Stock (HON)	0.0	$234k	-20%	1.1k	210.50	View chart
Wesbanco Stock (WSBC)	0.0	$230k	NEW	7.2k	31.93	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$224k	+4%	803.00	279.23	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$223k	-17%	459.00	485.02	View chart
Kla Corp Stock (KLAC)	0.0	$221k	+4%	205.00	1078.71	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$220k	+74%	3.4k	65.00	View chart
Allstate Corp Stock (ALL)	0.0	$219k	-15%	1.0k	214.55	View chart
Boeing Stock (BA)	0.0	$214k	+5%	992.00	215.86	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$211k		1.9k	113.88	View chart
Sony Group Corp Adr (SONY)	0.0	$211k	+3%	7.3k	28.79	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$208k	+10%	3.1k	68.08	View chart
Manulife Finl Corp Stock (MFC)	0.0	$208k	-9%	6.7k	31.15	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$206k		1.5k	137.77	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$205k		1.9k	110.59	View chart
Rpm Intl Stock (RPM)	0.0	$203k		1.7k	117.86	View chart
Aflac Stock (AFL)	0.0	$200k		1.8k	111.73	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$196k		3.3k	58.72	View chart
Darden Restaurants Stock (DRI)	0.0	$195k		1.0k	190.36	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$188k	-75%	495.00	378.94	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$186k		581.00	320.04	View chart
Kellanova Stock (K)	0.0	$186k	-10%	2.3k	82.02	View chart
Ge Vernova Stock (GEV)	0.0	$183k	+6%	297.00	615.93	View chart
Credit Accep Corp Mich Stock (CACC)	0.0	$181k		387.00	466.93	View chart
Lowes Cos Stock (LOW)	0.0	$179k	+85%	712.00	251.33	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$175k		674.00	259.60	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$174k	-9%	1.2k	148.61	View chart
Adobe Stock (ADBE)	0.0	$173k	-6%	491.00	352.75	View chart
Axon Enterprise Stock (AXON)	0.0	$172k		240.00	717.64	View chart
Conocophillips Stock (COP)	0.0	$171k		1.8k	94.61	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$167k		1.2k	139.17	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$166k		1.4k	118.37	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$163k	-8%	659.00	246.60	View chart
Illinois Tool Wks Stock (ITW)	0.0	$160k	+12%	613.00	260.76	View chart
Public Storage Oper Reit (PSA)	0.0	$157k		542.00	288.85	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$154k		5.9k	26.30	View chart
Diamondback Energy Stock (FANG)	0.0	$153k	+2%	1.1k	143.05	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$151k		453.00	332.76	View chart
Huntington Bancshares Stock (HBAN)	0.0	$151k	-3%	8.7k	17.27	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$149k	-40%	1.5k	99.81	View chart
L3harris Technologies Stock (LHX)	0.0	$148k		484.00	305.41	View chart
Intuitive Surgical Stock (ISRG)	0.0	$147k	+2%	329.00	447.23	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$147k	+2%	1.5k	94.88	View chart
Booking Holdings Stock (BKNG)	0.0	$146k		27.00	5399.26	View chart
Republic Svcs Stock (RSG)	0.0	$145k		633.00	229.48	View chart
Pfizer Stock (PFE)	0.0	$144k	-18%	5.6k	25.48	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$143k		5.1k	27.90	View chart
Oneok Stock (OKE)	0.0	$142k		1.9k	72.97	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$139k		1.7k	83.05	View chart
Arrow Finl Corp Stock (AROW)	0.0	$139k	NEW	4.9k	28.30	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$136k		1.9k	73.47	View chart
Starbucks Corp Stock (SBUX)	0.0	$135k		1.6k	84.60	View chart
Archer Daniels Midland Stock (ADM)	0.0	$135k		2.3k	59.74	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$134k	+18%	3.0k	45.10	View chart
Blackstone Stock (BX)	0.0	$134k	+2%	782.00	170.85	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$131k		1.8k	74.90	View chart
Ecolab Stock (ECL)	0.0	$130k		475.00	273.86	View chart
Mckesson Corp Stock (MCK)	0.0	$129k	+5%	167.00	771.16	View chart
Royal Caribbean Group Stock (RCL)	0.0	$128k		394.00	323.80	View chart
Intel Corp Stock (INTC)	0.0	$127k	-8%	3.8k	33.55	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$126k		1.7k	73.48	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$126k		1.6k	77.77	View chart
Motorola Solutions Stock (MSI)	0.0	$126k		275.00	456.68	View chart
Nbt Bancorp Stock (NBTB)	0.0	$125k		3.0k	41.76	View chart
General Dynamics Corp Stock (GD)	0.0	$125k	+8%	366.00	341.00	View chart
Dupont De Nemours Stock (DD)	0.0	$121k	+46%	1.6k	77.90	View chart
Idacorp Stock (IDA)	0.0	$119k		900.00	132.15	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$119k	-11%	2.7k	43.92	View chart
Duke Energy Corp Stock (DUK)	0.0	$118k	+9%	950.00	123.69	View chart
Trane Technologies Stock (TT)	0.0	$117k	+2%	277.00	421.96	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.0	$117k	+805%	3.4k	34.27	View chart
Williams Sonoma Stock (WSM)	0.0	$116k		594.00	195.45	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$115k	NEW	2.6k	44.19	View chart
General Mtrs Stock (GM)	0.0	$115k	-34%	1.9k	60.97	View chart
Atmos Energy Corp Stock (ATO)	0.0	$113k		661.00	170.63	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$112k		728.00	154.33	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$112k	-25%	857.00	130.21	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$111k		182.00	609.32	View chart
Morgan Stanley Stock (MS)	0.0	$110k	-8%	694.00	159.06	View chart
Intuit Stock (INTU)	0.0	$110k	+4%	161.00	682.91	View chart
Hubbell Stock (HUBB)	0.0	$110k		255.00	430.31	View chart
Andersons Stock (ANDE)	0.0	$110k		2.8k	39.81	View chart
Vulcan Matls Stock (VMC)	0.0	$107k	+152%	348.00	307.35	View chart
Coca Cola Stock (KO)	0.0	$104k	-39%	1.6k	66.31	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$104k		905.00	115.01	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$101k	NEW	807.00	125.05	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$101k	-92%	1.2k	84.14	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$101k	+1171%	1.9k	54.18	View chart
Veralto Corp Stock (VLTO)	0.0	$100k		937.00	106.61	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$99k	-2%	1.8k	53.87	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$99k		635.00	155.45	View chart
Genuine Parts Stock (GPC)	0.0	$98k		705.00	138.60	View chart
T-mobile Us Stock (TMUS)	0.0	$97k	-2%	406.00	239.38	View chart
At&t Stock (T)	0.0	$97k	+160%	3.4k	28.24	View chart
Fiserv Stock (FI)	0.0	$97k		750.00	128.93	View chart
Palo Alto Networks Stock (PANW)	0.0	$96k	-23%	470.00	203.62	View chart
Sysco Corp Stock (SYY)	0.0	$95k		1.2k	82.34	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$95k		519.00	182.42	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 2025 Q3 filed Nov. 5, 2025
Plante Moran Financial Advisors 2025 Q2 filed Aug. 5, 2025
Plante Moran Financial Advisors 2025 Q1 filed May 8, 2025
Plante Moran Financial Advisors 2024 Q4 filed Feb. 5, 2025
Plante Moran Financial Advisors 2024 Q3 filed Oct. 30, 2024
Plante Moran Financial Advisors 2024 Q2 filed Aug. 12, 2024
Plante Moran Financial Advisors 2024 Q1 filed May 9, 2024
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

View all past filings

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