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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, VBR, and represent 82.96% of Plante Moran Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VEA (+$11M), VXF (+$6.5M), VBR, IAU, AGG, IWF, VYM, VOT, XLK, SCHD.
Started 122 new stock positions in ALG, DG, CCC, OSCR, TDW, DLTR, PSMT, IIIV, SPMO, ETY.
Reduced shares in these 10 stocks: VOO (-$64M), VV, PEP, NVDA, AAPL, MUB, WM, VUG, BRK.B, SPDW.
Sold out of its positions in SIVR, A, AL, BABA, AMTM, AVDV, AME, APP, TEAM, ATO.
Plante Moran Financial Advisors was a net seller of stock by $-47M.
Plante Moran Financial Advisors has $1.6B in assets under management (AUM), dropping by -0.79%.
Central Index Key (CIK): 0001424717

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Portfolio Holdings for Plante Moran Financial Advisors

Plante Moran Financial Advisors holds 811 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Plante Moran Financial Advisors has 811 total positions. Only the first 250 positions are shown.

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Download the Plante Moran Financial Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	55.9	$882M	-6%	1.4M	627.13	View chart
Vanguard Extended Market Etf Etf (VXF)	10.1	$160M	+4%	765k	209.12	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	9.0	$143M	+8%	2.3M	62.47	View chart
Vanguard Large-cap Etf Etf (VV)	6.1	$97M	-3%	307k	314.80	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.8	$29M	+15%	137k	211.79	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.6	$25M	-2%	237k	107.11	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.2	$20M		29k	681.93	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	1.2	$19M		629k	30.07	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.0	$16M	-2%	350k	44.41	View chart
Apple Stock (AAPL)	0.9	$15M	-7%	55k	271.86	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$10M		15k	684.93	View chart
Microsoft Corp Stock (MSFT)	0.5	$7.7M	-4%	16k	483.63	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$6.6M		20k	335.27	View chart
Amazon Stock (AMZN)	0.3	$5.5M	+4%	24k	230.82	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$4.7M	-5%	15k	313.00	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$4.0M	-12%	8.2k	487.83	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$3.6M	+43%	7.6k	473.30	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$3.5M	-6%	11k	313.80	View chart
Johnson & Johnson Stock (JNJ)	0.2	$3.3M	-3%	16k	206.94	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$3.1M	-6%	9.8k	322.21	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$2.9M	-15%	5.8k	502.65	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$2.7M	+49%	9.8k	279.14	View chart
Stryker Corporation Stock (SYK)	0.2	$2.7M		7.6k	351.48	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.5M		4.1k	614.31	View chart
Ishares Gold Trust Etf (IAU)	0.1	$2.1M	+537%	26k	81.17	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.7M		1.6k	1074.59	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.6M	+3%	17k	96.03	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$1.6M	+18%	33k	46.92	View chart
Dte Energy Stock (DTE)	0.1	$1.5M		12k	128.97	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.5M	+237%	10k	143.52	View chart
Procter & Gamble Stock (PG)	0.1	$1.4M	-10%	10k	143.31	View chart
Pepsico Stock (PEP)	0.1	$1.4M	-63%	10k	143.51	View chart
Home Depot Stock (HD)	0.1	$1.4M	+17%	4.1k	344.07	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.4M		2.1k	659.98	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.3M	-8%	11k	120.34	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$1.3M	+36%	20k	66.00	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$1.3M	+94%	8.9k	143.96	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.3M		4.1k	305.62	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.2M	+7%	4.7k	257.97	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.2M	+6%	1.4k	862.44	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$1.2M	NEW	12k	99.88	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.1M	-7%	1.5k	753.57	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.1M	-7%	3.9k	290.19	View chart
International Business Machs Stock (IBM)	0.1	$1.1M	+27%	3.8k	296.22	View chart
Oracle Corp Stock (ORCL)	0.1	$1.1M		5.7k	194.91	View chart
Chevron Corp Stock (CVX)	0.1	$1.1M	+17%	7.3k	152.41	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.1M	-12%	3.7k	302.12	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$1.1M		12k	94.20	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.1M	+4%	10k	106.70	View chart
Nvidia Corporation Stock (NVDA)	0.1	$1.0M	-63%	5.6k	186.50	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.0M		8.6k	120.18	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.0M	+2%	4.8k	210.35	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$994k	+14%	37k	26.91	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$991k		6.7k	148.69	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$984k	+58%	4.0k	246.17	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$953k	+74%	9.8k	96.88	View chart
Visa Inc Com Cl A Stock (V)	0.1	$928k	-2%	2.6k	350.76	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$914k		9.5k	96.27	View chart
Flexshares Morningstar Us Market Factor Tilt Index Fund Etf (TILT)	0.1	$880k		3.5k	248.69	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$854k		14k	59.54	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$852k		18k	46.59	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$834k		2.7k	310.20	View chart
Disney Walt Stock (DIS)	0.1	$812k		7.1k	113.77	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$810k	+133%	30k	27.43	View chart
Abbvie Stock (ABBV)	0.1	$803k	+49%	3.5k	228.47	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$778k		3.5k	219.75	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.0	$755k		1.00	754800.00	View chart
Broadcom Stock (AVGO)	0.0	$748k	+4%	2.2k	346.11	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$701k		3.3k	212.07	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$700k		1.9k	373.44	View chart
Vanguard Value Etf Etf (VTV)	0.0	$693k		3.6k	190.97	View chart
Amgen Stock (AMGN)	0.0	$690k		2.1k	327.37	View chart
Danaher Corporation Stock (DHR)	0.0	$680k		3.0k	228.92	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$648k	+6%	20k	32.62	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$642k		8.0k	80.22	View chart
Yum Brands Stock (YUM)	0.0	$640k	-2%	4.2k	151.29	View chart
Nextera Energy Stock (NEE)	0.0	$638k		8.0k	80.28	View chart
Philip Morris Intl Stock (PM)	0.0	$624k		3.9k	160.40	View chart
Cisco Sys Stock (CSCO)	0.0	$622k	-3%	8.1k	77.03	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$611k		20k	31.05	View chart
Abbott Labs Stock (ABT)	0.0	$609k	+28%	4.9k	125.29	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$603k		4.9k	123.26	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$599k		992.00	603.28	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$569k		5.7k	99.91	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$567k	-16%	1.6k	352.88	View chart
Cms Energy Corp Stock (CMS)	0.0	$565k	+19%	8.1k	69.93	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$562k	+4%	23k	24.04	View chart
Caterpillar Stock (CAT)	0.0	$560k		977.00	572.87	View chart
Union Pac Corp Stock (UNP)	0.0	$554k		2.4k	231.32	View chart
Tjx Cos Stock (TJX)	0.0	$546k		3.6k	153.61	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$522k	+3%	12k	45.21	View chart
Dt Midstream Stock (DTM)	0.0	$522k	-6%	4.4k	119.67	View chart
Ge Aerospace Stock (GE)	0.0	$503k	+36%	1.6k	308.06	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$495k	+16%	2.6k	191.56	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$493k		3.5k	141.16	View chart
Rtx Corporation Stock (RTX)	0.0	$482k	-6%	2.6k	183.40	View chart
Tesla Stock (TSLA)	0.0	$476k	-20%	1.1k	449.78	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$475k	+20%	6.6k	71.41	View chart
Spdr Gold Shares Etf (GLD)	0.0	$464k	+10%	1.2k	396.31	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.0	$455k		9.8k	46.67	View chart
First Solar Stock (FSLR)	0.0	$446k		1.7k	261.23	View chart
Wells Fargo Stock (WFC)	0.0	$440k	-5%	4.7k	93.21	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$432k		8.0k	53.83	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$431k		2.4k	177.37	View chart
Qualcomm Stock (QCOM)	0.0	$429k		2.5k	171.05	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$425k	+101%	3.7k	113.72	View chart
Deere & Co Stock (DE)	0.0	$423k		909.00	465.58	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$423k		741.00	571.01	View chart
Proassurance Corp Stock (PRA)	0.0	$396k		16k	24.16	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$394k	-11%	2.8k	139.16	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$379k	-4%	4.2k	89.46	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$376k		1.5k	251.17	View chart
American Elec Pwr Stock (AEP)	0.0	$376k		3.3k	115.31	View chart
Merck & Co Stock (MRK)	0.0	$375k	+16%	3.6k	105.26	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$372k		14k	26.23	View chart
Eaton Corp Stock (ETN)	0.0	$372k		1.2k	318.38	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$372k		1.9k	198.65	View chart
Southern Stock (SO)	0.0	$367k	-7%	4.2k	87.20	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$364k	+34%	4.9k	73.56	View chart
Travelers Companies Stock (TRV)	0.0	$363k		1.3k	290.06	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$349k	+2%	1.9k	181.21	View chart
Parker-hannifin Corp Stock (PH)	0.0	$345k		392.00	878.96	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$336k	-15%	1.7k	199.68	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$323k	+333%	7.0k	45.89	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$322k	+4%	2.3k	141.14	View chart
Yum China Hldgs Stock (YUMC)	0.0	$320k		6.7k	47.74	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$317k	-14%	2.7k	118.62	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$309k		7.8k	39.59	View chart
American Express Stock (AXP)	0.0	$307k	-4%	831.00	369.95	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$307k	+116%	2.6k	119.41	View chart
Ford Mtr Stock (F)	0.0	$306k	-3%	23k	13.12	View chart
Netflix Stock (NFLX)	0.0	$303k	+853%	3.2k	93.77	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$303k		5.9k	51.13	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$287k	+8%	3.0k	95.09	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$284k		3.5k	82.34	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$282k	+76%	10k	27.21	View chart
Unitedhealth Group Stock (UNH)	0.0	$279k	-24%	844.00	330.06	View chart
Corning Stock (GLW)	0.0	$277k	-9%	3.2k	87.56	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$271k		468.00	579.45	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$271k	+61%	5.5k	49.65	View chart
Automatic Data Processing Stock (ADP)	0.0	$267k		1.0k	257.32	View chart
Ge Vernova Stock (GEV)	0.0	$265k	+36%	406.00	652.77	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$264k	-4%	549.00	480.57	View chart
Topbuild Corp Stock (BLD)	0.0	$262k		629.00	417.19	View chart
Comerica Stock	0.0	$262k	-23%	3.0k	86.93	View chart
Walmart Stock (WMT)	0.0	$261k	-14%	2.3k	111.41	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$260k		2.9k	89.43	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$260k		1.8k	141.05	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$258k		2.8k	91.40	View chart
Ww Grainger Stock (GWW)	0.0	$257k		255.00	1009.05	View chart
Texas Instrs Stock (TXN)	0.0	$256k	+186%	1.5k	173.46	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$253k		635.00	397.65	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$252k		11k	23.23	View chart
Leidos Holdings Stock (LDOS)	0.0	$249k		1.4k	180.40	View chart
Jacobs Solutions Stock (J)	0.0	$249k		1.9k	132.46	View chart
Kla Corp Stock (KLAC)	0.0	$248k		204.00	1215.20	View chart
Manulife Finl Corp Stock (MFC)	0.0	$242k		6.7k	36.28	View chart
Wesbanco Stock (WSBC)	0.0	$239k		7.2k	33.24	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$231k	-12%	7.7k	29.89	View chart
Fortinet Stock (FTNT)	0.0	$228k		2.9k	79.41	View chart
Bank America Corp Stock (BAC)	0.0	$221k	-32%	4.0k	55.00	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$217k		3.3k	65.10	View chart
Allstate Corp Stock (ALL)	0.0	$216k		1.0k	208.05	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$212k		3.1k	69.42	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$211k		1.9k	113.92	View chart
Adobe Stock (ADBE)	0.0	$208k	+20%	594.00	349.99	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$206k	+24%	1.8k	117.72	View chart
Ishares Silver Trust Etf (SLV)	0.0	$202k	+73%	3.1k	64.42	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$201k	+342%	796.00	252.92	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$199k	-5%	1.4k	141.06	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$197k	+4%	609.00	323.01	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$196k	+4%	1.2k	160.97	View chart
Conocophillips Stock (COP)	0.0	$195k	+15%	2.1k	93.62	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$194k		674.00	287.85	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$192k		496.00	386.85	View chart
Darden Restaurants Stock (DRI)	0.0	$188k		1.0k	184.02	View chart
Sony Group Corp Adr (SONY)	0.0	$187k		7.3k	25.60	View chart
Intuitive Surgical Stock (ISRG)	0.0	$184k		325.00	566.36	View chart
Boeing Stock (BA)	0.0	$178k	-17%	820.00	217.05	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$178k	-4%	1.1k	154.80	View chart
Credit Accep Corp Mich Stock (CACC)	0.0	$172k		387.00	443.46	View chart
Honeywell Intl Stock (HON)	0.0	$168k	-22%	861.00	195.09	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$165k	+142%	1.3k	131.59	View chart
Diamondback Energy Stock (FANG)	0.0	$162k		1.1k	150.27	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$161k		3.0k	53.94	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$155k		453.00	342.89	View chart
Arrow Finl Corp Stock (AROW)	0.0	$154k		4.9k	31.40	View chart
General Mtrs Stock (GM)	0.0	$153k		1.9k	81.32	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$151k		1.5k	97.94	View chart
Huntington Bancshares Stock (HBAN)	0.0	$151k		8.7k	17.35	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$150k	-15%	558.00	268.30	View chart
Andersons Stock (ANDE)	0.0	$146k		2.8k	53.17	View chart
Oneok Stock (OKE)	0.0	$145k		2.0k	73.48	View chart
Booking Holdings Stock (BKNG)	0.0	$145k		27.00	5355.33	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$144k		5.1k	28.48	View chart
Intel Corp Stock (INTC)	0.0	$141k		3.8k	36.90	View chart
Public Storage Oper Reit (PSA)	0.0	$140k		541.00	259.50	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$140k		1.9k	75.45	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$139k		1.7k	82.73	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$138k		1.6k	85.25	View chart
Axon Enterprise Stock (AXON)	0.0	$136k		240.00	567.93	View chart
Pfizer Stock (PFE)	0.0	$135k	-3%	5.4k	24.90	View chart
Mckesson Corp Stock (MCK)	0.0	$135k		165.00	818.81	View chart
L3harris Technologies Stock (LHX)	0.0	$135k	-5%	459.00	293.57	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$135k		1.8k	76.71	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$131k	NEW	1.4k	91.38	View chart
Archer Daniels Midland Stock (ADM)	0.0	$130k		2.3k	57.49	View chart
Starbucks Corp Stock (SBUX)	0.0	$127k	-5%	1.5k	84.21	View chart
Ecolab Stock (ECL)	0.0	$125k		475.00	262.52	View chart
Nbt Bancorp Stock (NBTB)	0.0	$124k		3.0k	41.52	View chart
Morgan Stanley Stock (MS)	0.0	$122k		685.00	177.65	View chart
Duke Energy Corp Stock (DUK)	0.0	$119k	+6%	1.0k	117.16	View chart
Blackstone Stock (BX)	0.0	$118k		768.00	154.14	View chart
Capital One Finl Corp Stock (COF)	0.0	$118k	+9%	485.00	242.36	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$114k		1.5k	76.23	View chart
Idacorp Stock (IDA)	0.0	$114k		900.00	126.56	View chart
Hubbell Stock (HUBB)	0.0	$113k		255.00	444.11	View chart
Royal Caribbean Group Stock (RCL)	0.0	$110k		394.00	279.17	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$108k	+3%	189.00	570.21	View chart
Williams Sonoma Stock (WSM)	0.0	$106k		594.00	178.59	View chart
Intuit Stock (INTU)	0.0	$105k		159.00	662.42	View chart
Motorola Solutions Stock (MSI)	0.0	$105k		275.00	382.81	View chart
Trane Technologies Stock (TT)	0.0	$105k	-2%	270.00	389.20	View chart
Blackrock Stock (BLK)	0.0	$105k	+71%	98.00	1070.34	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$104k	-7%	672.00	155.22	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$103k	NEW	1.6k	65.55	View chart
Phillips 66 Stock (PSX)	0.0	$102k	+24%	790.00	129.04	View chart
T. Rowe Price Blue Chip Growth Etf Etf (TCHP)	0.0	$101k	NEW	2.0k	49.86	View chart
3M Stock (MMM)	0.0	$101k	+125%	630.00	160.10	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$101k		1.8k	54.77	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$100k		1.9k	53.76	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$100k		635.00	156.63	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$98k	-18%	2.2k	44.48	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$97k	-58%	1.4k	68.36	View chart
Wintrust Finl Corp Stock (WTFC)	0.0	$96k		685.00	139.82	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$96k		905.00	105.69	View chart
Veralto Corp Stock (VLTO)	0.0	$96k	+2%	957.00	99.78	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$95k	+6%	563.00	168.74	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$95k	+2%	534.00	177.75	View chart
Colgate Palmolive Stock (CL)	0.0	$94k		1.2k	79.03	View chart
Stellar Bancorp Stock (STEL)	0.0	$92k		3.0k	30.94	View chart
Republic Svcs Stock (RSG)	0.0	$92k	-31%	433.00	211.93	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$92k		1.1k	82.50	View chart
At&t Stock (T)	0.0	$92k	+7%	3.7k	24.84	View chart
Csx Corp Stock (CSX)	0.0	$91k		2.5k	36.25	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$91k		2.9k	31.51	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$89k	NEW	1.1k	80.63	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$88k		547.00	161.63	View chart
Analog Devices Stock (ADI)	0.0	$88k	-3%	325.00	271.20	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.0	$88k		9.2k	9.53	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 Q4 filed Feb. 5, 2026
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

View all past filings

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