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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 79.18% of Plante Moran Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$32M), VEA (+$6.3M), VXF (+$5.7M), SCHM, SCHX, FMB, VTV, VTI, SCHG, QQQ.
Started 131 new stock positions in CHE, JNK, UBS, WKC, SMR, THO, DOX, SMG, MHK, INGR.
Reduced shares in these 10 stocks: MUB, PEP, JPM, IVV, VV, ABBV, AAPL, BRK.A, ABT, SPDW.
Sold out of its positions in PPLT, ALGN, ALSN, COR, FINS, ATR, AWI, AVTR, AZEK, BALL.
Plante Moran Financial Advisors was a net buyer of stock by $26M.
Plante Moran Financial Advisors has $1.2B in assets under management (AUM), dropping by 2.69%.
Central Index Key (CIK): 0001424717

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Portfolio Holdings for Plante Moran Financial Advisors

Plante Moran Financial Advisors holds 911 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Plante Moran Financial Advisors has 911 total positions. Only the first 250 positions are shown.

Sign up to view all of the Plante Moran Financial Advisors Dec. 31, 2024 positions
Download the Plante Moran Financial Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	56.4	$679M	+5%	1.3M	538.81	View chart
Vanguard Extended Market Etf Etf (VXF)	8.6	$104M	+5%	545k	189.98	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.6	$92M	+7%	1.9M	47.82	View chart
Vanguard Large-cap Etf Etf (VV)	3.6	$43M	-3%	161k	269.70	View chart
Ishares National Muni Bond Etf Etf (MUB)	3.0	$36M	-9%	339k	106.55	View chart
Apple Stock (AAPL)	2.0	$24M	-5%	96k	250.42	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.4	$17M	+2%	29k	586.08	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.3	$15M	-2%	78k	198.18	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.1	$14M	-5%	397k	34.13	View chart
Microsoft Corp Stock (MSFT)	0.9	$11M	-3%	26k	421.50	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$7.5M	-19%	13k	588.69	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$5.8M	-10%	13k	453.28	View chart
Amazon Stock (AMZN)	0.4	$5.2M	+4%	24k	219.39	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$5.0M	+13%	17k	289.81	View chart
Nvidia Corporation Stock (NVDA)	0.4	$4.2M		32k	134.29	View chart
Pepsico Stock (PEP)	0.3	$4.1M	-45%	27k	152.06	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$3.9M		9.5k	410.44	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$3.6M	+2%	19k	189.30	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.3	$3.5M	+195%	126k	27.71	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$3.3M	-41%	14k	239.70	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.9M	+14%	10k	289.88	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$2.8M	+4%	15k	190.44	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.8M	+5%	26k	107.57	View chart
Stryker Corporation Stock (SYK)	0.2	$2.7M	-18%	7.4k	360.03	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.5M		6.1k	401.58	View chart
Procter And Gamble Stock (PG)	0.2	$2.3M		14k	167.65	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.2M	-10%	15k	144.62	View chart
Gentex Corp Stock (GNTX)	0.2	$2.0M		69k	28.73	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.0M	+36%	3.8k	511.18	View chart
Amgen Stock (AMGN)	0.2	$1.9M		7.2k	260.64	View chart
Dte Energy Stock (DTE)	0.1	$1.7M	+2%	14k	120.75	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.6M		2.7k	585.55	View chart
Home Depot Stock (HD)	0.1	$1.4M		3.5k	389.00	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$1.3M	+24%	5.6k	232.50	View chart
International Business Machs Stock (IBM)	0.1	$1.3M	-6%	5.9k	219.83	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.3M		4.1k	316.07	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.3M		17k	75.61	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.2M		4.3k	280.07	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.1	$1.2M		30k	40.34	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.1M	-17%	1.2k	915.97	View chart
Oracle Corp Stock (ORCL)	0.1	$1.1M	-7%	6.6k	166.64	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.1M	-10%	2.1k	505.85	View chart
Vanguard Value Etf Etf (VTV)	0.1	$1.0M	+170%	6.0k	169.38	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.0M	+67%	1.6k	621.64	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.0M	-21%	1.3k	771.92	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$938k		5.1k	185.11	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$936k	+283%	40k	23.18	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.1	$918k	+256%	18k	51.01	View chart
Tesla Stock (TSLA)	0.1	$913k	+12%	2.3k	403.84	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$906k	+22%	7.0k	128.62	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$869k	-11%	9.9k	87.90	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$830k		4.3k	190.88	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$817k	+4%	15k	55.66	View chart
Chevron Corp Stock (CVX)	0.1	$813k	-41%	5.6k	144.83	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$805k	-3%	7.0k	115.23	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$802k	-2%	13k	62.31	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$790k	-5%	8.9k	88.40	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$784k	+81%	3.0k	264.11	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$765k		2.7k	278.91	View chart
Flexshares Morningstar Us Market Factor Tilt Index Fund Etf (TILT)	0.1	$764k		3.5k	215.96	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$749k	+299%	27k	27.87	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$740k	+90%	3.1k	240.27	View chart
Automatic Data Processing Stock (ADP)	0.1	$738k		2.5k	292.77	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$731k		9.1k	80.27	View chart
Disney Walt Stock (DIS)	0.1	$721k	-7%	6.5k	111.36	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$716k		18k	40.92	View chart
Nextera Energy Stock (NEE)	0.1	$715k		10k	71.69	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$713k	+14%	3.6k	195.82	View chart
Philip Morris Intl Stock (PM)	0.1	$688k		5.7k	120.35	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$681k	-66%	1.00	680920.00	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$681k		1.9k	359.16	View chart
Danaher Corporation Stock (DHR)	0.1	$647k		2.8k	229.55	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$628k		1.1k	569.58	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$616k		12k	53.24	View chart
Cms Energy Corp Stock (CMS)	0.0	$582k		8.7k	66.65	View chart
Abbvie Stock (ABBV)	0.0	$578k	-71%	3.3k	177.71	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$575k	+18%	2.6k	220.99	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$544k	-17%	9.1k	59.73	View chart
Comerica Stock (CMA)	0.0	$534k		8.6k	61.85	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$525k		2.3k	226.14	View chart
Dt Midstream Stock (DTM)	0.0	$517k	+5%	5.2k	99.43	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$516k	+2%	5.1k	101.53	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$512k		7.4k	68.94	View chart
Brown Forman Corp Cl A Stock (BF.A)	0.0	$505k		13k	37.69	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$503k		6.8k	74.01	View chart
Olo Inc Cl A Stock (OLO)	0.0	$501k	-21%	65k	7.68	View chart
Applied Matls Stock (AMAT)	0.0	$500k		3.1k	162.63	View chart
Travelers Companies Stock (TRV)	0.0	$486k		2.0k	240.92	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$485k	+5%	3.8k	127.59	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$483k		1.9k	253.75	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$480k	+2%	1.5k	322.16	View chart
Abbott Labs Stock (ABT)	0.0	$478k	-64%	4.2k	113.11	View chart
Broadcom Stock (AVGO)	0.0	$475k	-42%	2.0k	231.85	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$475k		3.5k	135.37	View chart
Brown Forman Corp Cl B Stock (BF.B)	0.0	$470k	-8%	12k	37.98	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$433k		3.3k	132.10	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$432k	+2%	821.00	526.68	View chart
Tjx Cos Stock (TJX)	0.0	$428k		3.5k	120.81	View chart
Cisco Sys Stock (CSCO)	0.0	$426k	-13%	7.2k	59.20	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.0	$402k		9.8k	41.26	View chart
Walmart Stock (WMT)	0.0	$396k	-4%	4.4k	90.35	View chart
Southern Stock (SO)	0.0	$390k	+14%	4.7k	82.32	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$389k	+13%	2.4k	161.77	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$385k	+403%	14k	27.32	View chart
Eaton Corp Stock (ETN)	0.0	$380k	+8%	1.1k	331.74	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$370k		12k	31.36	View chart
Arm Holdings Adr (ARM)	0.0	$365k		3.0k	123.36	View chart
Cme Group Stock (CME)	0.0	$362k	+3%	1.6k	232.23	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$358k		1.5k	234.64	View chart
Caterpillar Stock (CAT)	0.0	$354k		977.00	362.76	View chart
Emerson Elec Stock (EMR)	0.0	$354k		2.9k	123.93	View chart
Wells Fargo Stock (WFC)	0.0	$354k	+4%	5.0k	70.24	View chart
Rtx Corporation Stock (RTX)	0.0	$351k		3.0k	115.72	View chart
Ishares Gold Trust Etf (IAU)	0.0	$348k		7.0k	49.51	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$348k	+2%	2.0k	178.10	View chart
Qualcomm Stock (QCOM)	0.0	$342k	+367%	2.2k	153.62	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$342k		1.6k	212.42	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$331k	-3%	2.5k	131.29	View chart
Union Pac Corp Stock (UNP)	0.0	$331k		1.5k	228.04	View chart
Spdr Gold Shares Etf (GLD)	0.0	$323k	-12%	1.3k	242.13	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$319k	NEW	1.5k	212.66	View chart
Servicenow Stock (NOW)	0.0	$317k	+3%	299.00	1060.12	View chart
Ameren Corp Stock (AEE)	0.0	$316k	+12%	3.6k	89.14	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$310k		2.6k	117.46	View chart
First Solar Stock (FSLR)	0.0	$308k		1.7k	176.24	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$307k	+49%	4.0k	76.06	View chart
Clorox Co Del Stock (CLX)	0.0	$304k		1.9k	162.41	View chart
Leidos Holdings Stock (LDOS)	0.0	$303k	-8%	2.1k	144.06	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$301k	+63%	1.8k	164.17	View chart
Gilead Sciences Stock (GILD)	0.0	$298k		3.2k	92.37	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$296k		5.6k	52.47	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$295k		1.3k	224.35	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$294k		8.5k	34.59	View chart
Merck & Co Stock (MRK)	0.0	$290k	+4%	2.9k	99.49	View chart
Coca Cola Stock (KO)	0.0	$288k	-3%	4.6k	62.26	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$284k		3.1k	90.93	View chart
Honeywell Intl Stock (HON)	0.0	$283k	-36%	1.3k	225.81	View chart
Fortinet Stock (FTNT)	0.0	$281k		3.0k	94.48	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$280k	+5%	4.0k	70.28	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$278k		2.7k	104.30	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$268k	+3%	1.7k	159.52	View chart
Grainger W W Stock (GWW)	0.0	$264k		250.00	1054.05	View chart
Bank America Corp Stock (BAC)	0.0	$263k	+10%	6.0k	43.95	View chart
Dover Corp Stock (DOV)	0.0	$262k		1.4k	187.60	View chart
Proassurance Corp Stock (PRA)	0.0	$261k		16k	15.91	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$259k		11k	23.93	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$256k		3.5k	74.26	View chart
Deere & Co Stock (DE)	0.0	$256k	+19%	604.00	423.70	View chart
Jacobs Solutions Stock (J)	0.0	$251k		1.9k	133.62	View chart
Parker-hannifin Corp Stock (PH)	0.0	$249k		392.00	636.03	View chart
American Express Stock (AXP)	0.0	$249k	-48%	840.00	296.79	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$248k	+77%	7.5k	33.21	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$242k	+76%	569.00	425.50	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$239k	+8%	1.8k	129.34	View chart
Archer Daniels Midland Stock (ADM)	0.0	$238k		4.7k	50.52	View chart
Manulife Finl Corp Stock (MFC)	0.0	$238k		7.8k	30.71	View chart
Acuity Brands Stock (AYI)	0.0	$235k		804.00	292.13	View chart
Adobe Stock (ADBE)	0.0	$233k	+7%	524.00	444.68	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$232k	+200%	10k	22.70	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$230k	-15%	1.7k	137.57	View chart
Kellanova Stock (K)	0.0	$230k	-3%	2.8k	80.96	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$225k		3.0k	76.14	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$223k		3.6k	61.34	View chart
Eastern Bankshares Stock (EBC)	0.0	$220k		13k	17.25	View chart
Intuit Stock (INTU)	0.0	$218k	+6%	346.00	628.50	View chart
Ford Mtr Stock (F)	0.0	$217k	-15%	22k	9.90	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$216k	-17%	3.8k	57.41	View chart
Rpm Intl Stock (RPM)	0.0	$212k		1.7k	123.04	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$204k	+6%	2.1k	96.83	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$204k		802.00	253.69	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$202k	+20%	1.9k	108.61	View chart
Oneok Stock (OKE)	0.0	$199k	+6%	2.0k	100.42	View chart
Netflix Stock (NFLX)	0.0	$199k	+21%	223.00	891.32	View chart
Allstate Corp Stock (ALL)	0.0	$197k		1.0k	192.70	View chart
Topbuild Corp Stock (BLD)	0.0	$196k		629.00	311.34	View chart
Corning Stock (GLW)	0.0	$196k		4.1k	47.52	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$194k		3.3k	58.27	View chart
Aflac Stock (AFL)	0.0	$194k		1.9k	103.47	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$193k	-2%	2.6k	74.03	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$191k	+7%	968.00	197.49	View chart
Pfizer Stock (PFE)	0.0	$185k	-20%	7.0k	26.53	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$185k	+4%	4.9k	37.53	View chart
Lowes Cos Stock (LOW)	0.0	$183k	-58%	743.00	246.64	View chart
Yum Brands Stock (YUM)	0.0	$183k		1.4k	134.20	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$182k	+200%	7.7k	23.68	View chart
Credit Accep Corp Mich Stock (CACC)	0.0	$182k		387.00	469.46	View chart
Darden Restaurants Stock (DRI)	0.0	$181k		971.00	186.69	View chart
Intuitive Surgical Stock (ISRG)	0.0	$178k	+7%	340.00	521.96	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$172k	+2%	2.8k	60.50	View chart
Diamondback Energy Stock (FANG)	0.0	$169k		1.0k	163.86	View chart
Fiserv Stock (FI)	0.0	$167k	+4%	815.00	205.42	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$167k	+664%	581.00	287.82	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$167k		2.4k	70.00	View chart
Duke Energy Corp Stock (DUK)	0.0	$166k	+25%	1.5k	107.73	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$166k	-10%	495.00	334.25	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$164k		1.5k	105.81	View chart
Kkr & Co Stock (KKR)	0.0	$164k		1.1k	147.94	View chart
Illinois Tool Wks Stock (ITW)	0.0	$164k	-62%	645.00	253.56	View chart
Ge Aerospace Stock (GE)	0.0	$162k	-38%	972.00	166.79	View chart
Public Storage Oper Reit (PSA)	0.0	$162k		541.00	299.44	View chart
Intel Corp Stock (INTC)	0.0	$158k	-14%	7.9k	20.05	View chart
Dupont De Nemours Stock (DD)	0.0	$156k		2.0k	76.25	View chart
Conocophillips Stock (COP)	0.0	$156k	-54%	1.6k	99.19	View chart
General Mtrs Stock (GM)	0.0	$155k		2.9k	53.27	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$155k	-34%	1.1k	143.70	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$151k	+51%	1.9k	81.58	View chart
Sony Group Corp Adr (SONY)	0.0	$150k	+400%	7.1k	21.16	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$149k		635.00	235.31	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$148k	+13%	511.00	288.79	View chart
Huntington Bancshares Stock (HBAN)	0.0	$144k	-17%	8.9k	16.27	View chart
Nbt Bancorp Stock (NBTB)	0.0	$143k		3.0k	47.76	View chart
Blackstone Stock (BX)	0.0	$143k	+64%	828.00	172.42	View chart
Axon Enterprise Stock (AXON)	0.0	$143k		240.00	594.32	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$141k		3.5k	40.53	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$139k	NEW	5.3k	26.07	View chart
Corteva Stock (CTVA)	0.0	$139k	+5%	2.4k	56.96	View chart
3M Stock (MMM)	0.0	$136k	-38%	1.1k	129.09	View chart
Wintrust Finl Corp Stock (WTFC)	0.0	$133k		1.1k	124.75	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$132k		1.4k	96.81	View chart
Boeing Stock (BA)	0.0	$130k		733.00	177.10	View chart
Constellation Energy Corp Stock (CEG)	0.0	$129k	+284%	576.00	223.71	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$128k		1.2k	106.33	View chart
Millerknoll Stock (MLKN)	0.0	$128k		5.7k	22.59	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$128k	-49%	1.7k	76.15	View chart
Starbucks Corp Stock (SBUX)	0.0	$127k	-13%	1.4k	91.25	View chart
Lululemon Athletica Stock (LULU)	0.0	$124k		325.00	382.41	View chart
Kla Corp Stock (KLAC)	0.0	$124k		196.00	630.12	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$123k	+100%	6.7k	18.50	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$123k	+100%	4.7k	25.86	View chart
Canadian Natl Ry Stock (CNI)	0.0	$121k		1.2k	101.51	View chart
Blackrock Stock (BLK)	0.0	$119k	+2%	116.00	1025.11	View chart
Texas Instrs Stock (TXN)	0.0	$119k	+6%	634.00	187.45	View chart
General Dynamics Corp Stock (GD)	0.0	$118k		446.00	263.49	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$114k		3.1k	37.17	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$113k	-8%	1.5k	74.02	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.0	$112k		14k	8.17	View chart
Andersons Stock (ANDE)	0.0	$111k		2.8k	40.52	View chart
Ecolab Stock (ECL)	0.0	$111k		475.00	234.32	View chart
Motorola Solutions Stock (MSI)	0.0	$111k	-6%	240.00	462.59	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$111k		1.8k	63.33	View chart
Williams Sonoma Stock (WSM)	0.0	$110k		594.00	185.18	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$109k	-13%	867.00	126.10	View chart
Mgm Resorts International Stock (MGM)	0.0	$109k		3.2k	34.65	View chart
Nike Inc Cl B Stock (NKE)	0.0	$108k	-46%	1.4k	75.67	View chart
Colgate Palmolive Stock (CL)	0.0	$108k		1.2k	90.92	View chart
Hubbell Stock (HUBB)	0.0	$107k		255.00	418.89	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$106k	+51%	1.7k	63.47	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$104k	+10%	1.9k	55.45	View chart
Sysco Corp Stock (SYY)	0.0	$104k		1.4k	76.46	View chart
L3harris Technologies Stock (LHX)	0.0	$104k	+2%	495.00	210.28	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 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
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

View all past filings

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