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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, VXF, VV, MUB, and represent 77.24% of Plante Moran Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$106M), VXF (+$11M), JPM, VEA, AAPL, AVGO, LOW, EVRG, FTRB, SCHX.
Started 147 new stock positions in NVAX, KNG, HDB, FBND, FINS, LII, HAS, IHDG, EOG, CBRE.
Reduced shares in these 10 stocks: MUB, SPY, MRK, NVDA, SPDW, V, VBR, AGG, META, MMM.
Sold out of its positions in AMC, QGRO, MFIC, BKR, BLK, BSX, BC, CABO, CADE, CATC.
Plante Moran Financial Advisors was a net buyer of stock by $115M.
Plante Moran Financial Advisors has $1.2B in assets under management (AUM), dropping by 17.24%.
Central Index Key (CIK): 0001424717

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Portfolio Holdings for Plante Moran Financial Advisors

Plante Moran Financial Advisors holds 877 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Plante Moran Financial Advisors has 877 total positions. Only the first 250 positions are shown.

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Download the Plante Moran Financial Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	54.0	$633M	+20%	1.2M	527.67	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	8.0	$94M		1.8M	52.81	View chart
Vanguard Extended Market Etf Etf (VXF)	8.0	$94M	+12%	515k	181.99	View chart
Vanguard Large-cap Etf Etf (VV)	3.7	$44M		166k	263.29	View chart
Ishares National Muni Bond Etf Etf (MUB)	3.5	$41M	-5%	377k	108.63	View chart
Apple Stock (AAPL)	2.0	$24M	+2%	101k	233.00	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.4	$16M	-3%	80k	200.78	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.4	$16M	-8%	28k	573.76	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.3	$16M	-4%	421k	37.56	View chart
Microsoft Corp Stock (MSFT)	1.0	$12M		27k	430.29	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.8	$9.1M		16k	576.81	View chart
Pepsico Stock (PEP)	0.7	$8.4M		49k	170.05	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$6.5M		14k	460.26	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$4.9M	+53%	23k	210.86	View chart
Amazon Stock (AMZN)	0.4	$4.3M		23k	186.33	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$4.3M	-5%	15k	283.15	View chart
Nvidia Corporation Stock (NVDA)	0.3	$3.9M	-25%	32k	121.44	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$3.7M		9.6k	383.93	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.3	$3.5M	+3%	43k	83.09	View chart
Stryker Corporation Stock (SYK)	0.3	$3.3M		9.1k	361.25	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$3.1M		19k	165.85	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.9M	+5%	25k	117.18	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.7M	+7%	17k	162.06	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.6M	-9%	8.7k	304.52	View chart
Procter And Gamble Stock (PG)	0.2	$2.4M	-2%	14k	173.20	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$2.4M		14k	167.19	View chart
Amgen Stock (AMGN)	0.2	$2.3M		7.3k	322.19	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.3M		6.1k	375.38	View chart
Abbvie Stock (ABBV)	0.2	$2.3M		12k	197.48	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$2.1M		3.00	691180.00	View chart
Gentex Corp Stock (GNTX)	0.2	$2.0M		69k	29.69	View chart
Dte Energy Stock (DTE)	0.2	$1.8M	+4%	14k	128.41	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.5M	-27%	2.7k	572.46	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.5M		1.6k	885.87	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.4M	-9%	17k	83.63	View chart
Chevron Corp Stock (CVX)	0.1	$1.4M	-6%	9.6k	147.27	View chart
International Business Machs Stock (IBM)	0.1	$1.4M	+19%	6.3k	221.08	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.4M	-2%	2.4k	584.67	View chart
Home Depot Stock (HD)	0.1	$1.4M	-9%	3.4k	405.16	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$1.4M		2.8k	488.07	View chart
Abbott Labs Stock (ABT)	0.1	$1.3M		12k	114.01	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.3M	+2%	1.5k	886.53	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.1	$1.2M		30k	40.63	View chart
Oracle Corp Stock (ORCL)	0.1	$1.2M	-8%	7.1k	170.40	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.2M		4.3k	267.37	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.1M	-39%	4.0k	274.98	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$1.0M		4.5k	225.74	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$981k	+4%	5.2k	189.78	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$926k		11k	82.94	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$859k		4.4k	197.17	View chart
Nextera Energy Stock (NEE)	0.1	$855k	+4%	10k	84.53	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$845k	-16%	7.2k	116.96	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$833k	-2%	9.5k	88.14	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$823k	+7%	13k	62.32	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$816k		11k	73.67	View chart
Danaher Corporation Stock (DHR)	0.1	$784k	-5%	2.8k	278.02	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$778k		14k	55.63	View chart
Flexshares Morningstar Us Market Factor Tilt Index Fund Etf (TILT)	0.1	$753k		3.5k	212.84	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$732k		12k	63.26	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$729k		18k	41.69	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$723k	+13%	5.8k	125.62	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$714k	+52%	11k	67.85	View chart
Philip Morris Intl Stock (PM)	0.1	$706k		5.8k	121.41	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$700k	+24%	6.7k	104.19	View chart
Automatic Data Processing Stock (ADP)	0.1	$692k		2.5k	276.77	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$678k		2.7k	248.57	View chart
Disney Walt Stock (DIS)	0.1	$671k		7.0k	96.18	View chart
Brown Forman Corp Cl B Stock (BF.B)	0.1	$665k		14k	49.20	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$656k	-2%	1.9k	345.99	View chart
Brown Forman Corp Cl A Stock (BF.A)	0.1	$645k		13k	48.08	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$629k		3.2k	198.04	View chart
Cms Energy Corp Stock (CMS)	0.1	$627k		8.9k	70.63	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$624k	-34%	1.1k	569.66	View chart
Applied Matls Stock (AMAT)	0.1	$620k		3.1k	202.05	View chart
Broadcom Stock (AVGO)	0.1	$613k	+758%	3.6k	172.50	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$572k		976.00	586.27	View chart
Tesla Stock (TSLA)	0.0	$525k	+19%	2.0k	261.63	View chart
Comerica Stock (CMA)	0.0	$518k	-41%	8.6k	59.91	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$495k		2.3k	215.08	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$493k		3.5k	139.49	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$491k		7.3k	67.51	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$486k	-14%	2.2k	220.91	View chart
Lowes Cos Stock (LOW)	0.0	$480k	+751%	1.8k	270.82	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$475k		5.0k	95.75	View chart
Travelers Companies Stock (TRV)	0.0	$474k		2.0k	234.15	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$466k		3.3k	142.04	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$464k		1.9k	243.47	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$461k		3.6k	128.20	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$458k	-5%	1.5k	314.39	View chart
Illinois Tool Wks Stock (ITW)	0.0	$451k		1.7k	262.07	View chart
American Express Stock (AXP)	0.0	$446k	+22%	1.6k	271.22	View chart
Cisco Sys Stock (CSCO)	0.0	$444k	+17%	8.3k	53.22	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$436k	-4%	6.7k	64.81	View chart
First Solar Stock (FSLR)	0.0	$436k		1.7k	249.44	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$432k		1.6k	263.83	View chart
Arm Holdings Adr (ARM)	0.0	$423k	+18%	3.0k	143.01	View chart
Tjx Cos Stock (TJX)	0.0	$419k		3.6k	117.54	View chart
Olo Inc Cl A Stock (OLO)	0.0	$411k	-2%	83k	4.96	View chart
Honeywell Intl Stock (HON)	0.0	$407k		2.0k	206.66	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$395k		800.00	493.90	View chart
Dt Midstream Stock (DTM)	0.0	$388k	+10%	4.9k	78.66	View chart
Vanguard Value Etf Etf (VTV)	0.0	$388k		2.2k	174.53	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$384k		1.6k	237.21	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.0	$383k		9.8k	39.27	View chart
Caterpillar Stock (CAT)	0.0	$383k	-7%	978.00	391.12	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$379k		1.5k	248.43	View chart
Leidos Holdings Stock (LDOS)	0.0	$375k	-8%	2.3k	163.00	View chart
Southern Stock (SO)	0.0	$373k		4.1k	90.18	View chart
Spdr Gold Shares Etf (GLD)	0.0	$373k	-16%	1.5k	243.06	View chart
Walmart Stock (WMT)	0.0	$372k		4.6k	80.75	View chart
Evergy Stock (EVRG)	0.0	$363k	NEW	5.9k	62.01	View chart
Rtx Corporation Stock (RTX)	0.0	$360k	-10%	3.0k	121.15	View chart
Conocophillips Stock (COP)	0.0	$360k		3.4k	105.29	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$359k		1.6k	223.10	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$357k		2.1k	167.67	View chart
Ishares Gold Trust Etf (IAU)	0.0	$355k	+3%	7.1k	49.70	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$354k	+3%	2.6k	135.07	View chart
Union Pac Corp Stock (UNP)	0.0	$352k	-7%	1.4k	246.55	View chart
Eaton Corp Stock (ETN)	0.0	$351k		1.1k	331.29	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$343k		12k	29.11	View chart
Coca Cola Stock (KO)	0.0	$343k	+2%	4.8k	71.86	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$343k	+12%	1.9k	179.33	View chart
Cme Group Stock (CME)	0.0	$332k		1.5k	220.65	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$324k		5.6k	57.53	View chart
Merck & Co Stock (MRK)	0.0	$317k	-80%	2.8k	113.58	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.0	$316k	NEW	12k	25.80	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$312k	+2%	2.6k	119.68	View chart
R1 RCM Stock (RCM)	0.0	$312k		22k	14.17	View chart
Emerson Elec Stock (EMR)	0.0	$307k	-4%	2.8k	109.37	View chart
Clorox Co Del Stock (CLX)	0.0	$305k		1.9k	162.91	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$303k		2.0k	154.02	View chart
Ge Aerospace Stock (GE)	0.0	$297k	+5%	1.6k	188.58	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$294k	-4%	3.8k	78.05	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$292k		3.2k	91.93	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$291k	-3%	8.5k	34.29	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$289k	-6%	4.6k	63.00	View chart
Archer Daniels Midland Stock (ADM)	0.0	$282k		4.7k	59.74	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$278k		2.7k	104.17	View chart
Ameren Corp Stock (AEE)	0.0	$276k		3.2k	87.46	View chart
Wells Fargo Stock (WFC)	0.0	$274k	-27%	4.8k	56.49	View chart
Ford Mtr Stock (F)	0.0	$273k		26k	10.56	View chart
Gilead Sciences Stock (GILD)	0.0	$270k	-11%	3.2k	83.84	View chart
Dover Corp Stock (DOV)	0.0	$268k		1.4k	191.74	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$265k		3.5k	76.64	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$263k		1.3k	200.37	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$262k		5.0k	51.96	View chart
Grainger W W Stock (GWW)	0.0	$260k		250.00	1038.81	View chart
Servicenow Stock (NOW)	0.0	$258k	+2%	288.00	894.39	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$257k		11k	23.69	View chart
Topbuild Corp Stock (BLD)	0.0	$256k		629.00	406.81	View chart
Pfizer Stock (PFE)	0.0	$255k	-9%	8.8k	28.94	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$253k	+15%	3.3k	76.02	View chart
Elevance Health Stock (ELV)	0.0	$253k	+368%	487.00	520.00	View chart
Adobe Stock (ADBE)	0.0	$253k	-5%	488.00	517.78	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$249k	-18%	3.0k	84.17	View chart
Parker-hannifin Corp Stock (PH)	0.0	$248k		392.00	631.82	View chart
Proassurance Corp Stock (PRA)	0.0	$246k		16k	15.04	View chart
Jacobs Solutions Stock (J)	0.0	$246k		1.9k	130.90	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$245k	+15%	1.6k	151.62	View chart
Nike Inc Cl B Stock (NKE)	0.0	$237k	+66%	2.7k	88.40	View chart
Kellanova Stock (K)	0.0	$237k		2.9k	80.70	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$236k	-19%	2.8k	84.52	View chart
3M Stock (MMM)	0.0	$232k	-68%	1.7k	136.70	View chart
Fortinet Stock (FTNT)	0.0	$231k	-7%	3.0k	77.55	View chart
Manulife Finl Corp Stock (MFC)	0.0	$229k	+712%	7.8k	29.55	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$229k		811.00	282.20	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$228k		3.6k	62.69	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$226k		3.4k	66.53	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$226k	-17%	1.7k	132.25	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$222k	+51%	1.6k	136.12	View chart
Acuity Brands Stock (AYI)	0.0	$221k	NEW	804.00	275.39	View chart
Intel Corp Stock (INTC)	0.0	$217k	+8%	9.3k	23.46	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$217k		3.3k	65.00	View chart
Bank America Corp Stock (BAC)	0.0	$214k	-8%	5.4k	39.68	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$213k		2.0k	107.65	View chart
Aflac Stock (AFL)	0.0	$213k	+24%	1.9k	111.77	View chart
Deere & Co Stock (DE)	0.0	$210k	-4%	504.00	417.33	View chart
Eastern Bankshares Stock (EBC)	0.0	$209k	NEW	13k	16.39	View chart
Rpm Intl Stock (RPM)	0.0	$208k		1.7k	120.98	View chart
Intuit Stock (INTU)	0.0	$202k	-6%	326.00	621.00	View chart
Public Storage Oper Reit (PSA)	0.0	$197k		541.00	363.87	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$197k	+12%	4.7k	41.77	View chart
Allstate Corp Stock (ALL)	0.0	$194k		1.0k	189.56	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$193k		2.7k	71.60	View chart
Yum Brands Stock (YUM)	0.0	$191k		1.4k	139.75	View chart
Medtronic Stock (MDT)	0.0	$190k	+76%	2.1k	90.05	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$187k		1.1k	166.82	View chart
Corning Stock (GLW)	0.0	$186k	-3%	4.1k	45.15	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$184k		2.6k	71.76	View chart
Dupont De Nemours Stock (DD)	0.0	$183k		2.1k	89.11	View chart
Cvs Health Corp Stock (CVS)	0.0	$182k	-23%	2.9k	62.89	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$182k	NEW	3.5k	52.24	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$181k	-35%	553.00	326.73	View chart
Vulcan Matls Stock (VMC)	0.0	$180k	+1282%	719.00	250.33	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$177k	-4%	2.7k	65.99	View chart
Diamondback Energy Stock (FANG)	0.0	$177k		1.0k	172.43	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$175k	-42%	635.00	275.03	View chart
Credit Accep Corp Mich Stock (CACC)	0.0	$172k		387.00	443.42	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$171k	+8%	2.4k	71.73	View chart
Oneok Stock (OKE)	0.0	$170k		1.9k	91.13	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$166k	+2%	1.5k	107.66	View chart
M & T Bk Corp Stock (MTB)	0.0	$163k	+195%	916.00	178.12	View chart
Darden Restaurants Stock (DRI)	0.0	$159k		971.00	164.13	View chart
Huntington Bancshares Stock (HBAN)	0.0	$158k	-3%	11k	14.70	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$157k		4.2k	37.37	View chart
Starbucks Corp Stock (SBUX)	0.0	$157k	-42%	1.6k	97.49	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$156k		899.00	173.67	View chart
Intuitive Surgical Stock (ISRG)	0.0	$155k	-3%	315.00	491.27	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$154k		1.5k	99.49	View chart
Copart Stock (CPRT)	0.0	$153k	+176%	2.9k	52.40	View chart
Kla Corp Stock (KLAC)	0.0	$152k		196.00	774.41	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$152k		3.5k	42.84	View chart
Dennys Corp Stock (DENN)	0.0	$149k		23k	6.45	View chart
Heico Corp Stock (HEI)	0.0	$146k		560.00	261.47	View chart
Kkr & Co Stock (KKR)	0.0	$145k	NEW	1.1k	130.61	View chart
Target Corp Stock (TGT)	0.0	$144k	+11%	925.00	155.91	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$144k	+451%	1.4k	103.94	View chart
Duke Energy Corp Stock (DUK)	0.0	$141k	+9%	1.2k	115.32	View chart
Keysight Technologies Stock (KEYS)	0.0	$141k	+172%	886.00	158.93	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$141k	-12%	2.8k	50.79	View chart
Fiserv Stock (FI)	0.0	$140k	+159%	779.00	179.65	View chart
Millerknoll Stock (MLKN)	0.0	$140k		5.7k	24.76	View chart
Canadian Natl Ry Stock (CNI)	0.0	$139k		1.2k	117.15	View chart
Entegris Stock (ENTG)	0.0	$139k	+3762%	1.2k	112.53	View chart
Andersons Stock (ANDE)	0.0	$138k		2.8k	50.14	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$138k	+313%	2.1k	65.16	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$137k	-3%	3.3k	41.12	View chart
Sony Group Corp Adr (SONY)	0.0	$137k		1.4k	96.57	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$136k		1.0k	136.34	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$136k		322.00	423.12	View chart
Corteva Stock (CTVA)	0.0	$136k		2.3k	58.79	View chart
Armstrong World Inds Stock (AWI)	0.0	$134k	NEW	1.0k	131.43	View chart
General Dynamics Corp Stock (GD)	0.0	$133k		441.00	302.20	View chart
Nbt Bancorp Stock (NBTB)	0.0	$132k		3.0k	44.23	View chart
General Mtrs Stock (GM)	0.0	$130k		2.9k	44.84	View chart
Netflix Stock (NFLX)	0.0	$130k	-8%	183.00	709.27	View chart
Stellar Bancorp Stock (STEL)	0.0	$129k		5.0k	25.89	View chart
Aercap Holdings Nv Stock (AER)	0.0	$128k	NEW	1.4k	94.72	View chart
Tempur Sealy Intl Stock (TPX)	0.0	$128k	+338%	2.4k	54.60	View chart
Allison Transmission Hldgs Stock (ALSN)	0.0	$128k	NEW	1.3k	96.07	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$126k	-82%	1.2k	101.27	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$125k		451.00	276.69	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.0	$125k	NEW	1.5k	83.75	View chart
Nucor Corp Stock (NUE)	0.0	$124k		824.00	150.34	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$123k		1.4k	90.40	View chart
Mgm Resorts International Stock (MGM)	0.0	$123k		3.2k	39.09	View chart
Colgate Palmolive Stock (CL)	0.0	$123k		1.2k	103.82	View chart
Neogen Corp Stock (NEOG)	0.0	$123k		7.3k	16.81	View chart
Texas Instrs Stock (TXN)	0.0	$123k	+2%	593.00	206.50	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$122k		2.4k	51.50	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 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
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

View all past filings

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