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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 80.86% of Plante Moran Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VXF (+$22M), VOO (+$16M), SCHM, VTI, XPO, RSP, ALNY, NFLX, VTV, ORCL.
Started 93 new stock positions in SMMD, KGC, URI, DFS, BK, W, USHY, XLU, FFLC, TGRT.
Reduced shares in these 10 stocks: VEA (-$6.8M), MUB, AAPL, SPDW, MCD, XOM, VV, AMGN, MSFT, NVDA.
Sold out of its positions in SDOG, ARKW, ARKF, ADX, BABA, AWF, LNT, OKLO, AVIG, DIVO.
Plante Moran Financial Advisors was a net buyer of stock by $4.3M.
Plante Moran Financial Advisors has $1.2B in assets under management (AUM), dropping by -3.44%.
Central Index Key (CIK): 0001424717

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Portfolio Holdings for Plante Moran Financial Advisors

Plante Moran Financial Advisors holds 801 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Plante Moran Financial Advisors has 801 total positions. Only the first 250 positions are shown.

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Download the Plante Moran Financial Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	57.0	$663M	+2%	1.3M	513.91	View chart
Vanguard Extended Market Etf Etf (VXF)	9.9	$116M	+23%	671k	172.26	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.8	$91M	-6%	1.8M	50.83	View chart
Vanguard Large-cap Etf Etf (VV)	3.4	$40M	-3%	154k	257.03	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.7	$31M	-13%	293k	105.44	View chart
Apple Stock (AAPL)	1.6	$18M	-13%	83k	222.13	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.4	$16M		29k	559.39	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.2	$14M		77k	186.29	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.1	$12M	-14%	338k	36.41	View chart
Microsoft Corp Stock (MSFT)	0.7	$8.1M	-15%	22k	375.39	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$6.5M	-4%	12k	532.58	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$6.0M	-16%	11k	561.88	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$5.2M	+10%	19k	274.84	View chart
Amazon Stock (AMZN)	0.4	$4.6M		24k	190.26	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.4	$4.2M	+27%	161k	26.20	View chart
Pepsico Stock (PEP)	0.3	$4.0M		27k	149.94	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$3.6M	+3%	9.8k	370.82	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$3.1M	-6%	13k	245.30	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$2.8M	-6%	18k	154.64	View chart
Stryker Corporation Stock (SYK)	0.2	$2.3M	-16%	6.2k	372.26	View chart
Procter And Gamble Stock (PG)	0.2	$2.3M	-2%	13k	170.42	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.2M		6.1k	361.06	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$2.1M	-9%	13k	156.23	View chart
Nvidia Corporation Stock (NVDA)	0.2	$2.1M	-40%	19k	108.38	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.0M	-20%	12k	165.84	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$1.9M	+5%	4.0k	468.96	View chart
Dte Energy Stock (DTE)	0.1	$1.7M	-12%	13k	138.27	View chart
Gentex Corp Stock (GNTX)	0.1	$1.6M		69k	23.30	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.5M		2.6k	576.43	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.3M	-57%	11k	118.93	View chart
Home Depot Stock (HD)	0.1	$1.3M	+2%	3.6k	366.46	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.3M	+8%	1.3k	945.49	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.2M	-8%	15k	81.73	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$1.2M		30k	40.41	View chart
Vanguard Value Etf Etf (VTV)	0.1	$1.2M	+15%	6.9k	172.61	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.1M	+6%	1.4k	826.10	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.1M	-64%	3.6k	312.36	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.1M		4.3k	251.78	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.1M	-24%	3.1k	350.50	View chart
Oracle Corp Stock (ORCL)	0.1	$1.1M	+15%	7.6k	139.81	View chart
International Business Machs Stock (IBM)	0.1	$985k	-32%	4.0k	248.66	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$968k		5.1k	188.15	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$936k	-19%	4.5k	206.46	View chart
Philip Morris Intl Stock (PM)	0.1	$906k		5.7k	158.73	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$894k	+3%	7.3k	122.01	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$893k		1.6k	542.24	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.1	$884k	-2%	18k	50.42	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$835k		4.4k	190.58	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$799k	+4%	3.1k	258.58	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$798k		1.00	798442.00	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$779k		9.7k	80.37	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$757k	+3%	7.2k	104.56	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$756k		1.9k	399.09	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$754k	+4%	18k	41.21	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$751k		8.8k	85.07	View chart
Chevron Corp Stock (CVX)	0.1	$743k	-20%	4.4k	167.29	View chart
Automatic Data Processing Stock (ADP)	0.1	$736k	-4%	2.4k	305.57	View chart
Flexshares Morningstar Us Market Factor Tilt Index Fund Etf (TILT)	0.1	$728k		3.5k	205.74	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$723k	-4%	14k	51.49	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$697k	-21%	32k	22.08	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$694k		12k	59.94	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$689k	-7%	8.4k	81.76	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$683k		3.1k	221.75	View chart
Unitedhealth Group Stock (UNH)	0.1	$677k	-39%	1.3k	523.73	View chart
Amgen Stock (AMGN)	0.1	$670k	-70%	2.2k	311.59	View chart
Disney Walt Stock (DIS)	0.1	$655k	+2%	6.6k	98.70	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$649k		2.7k	238.17	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$608k		9.0k	67.85	View chart
Nextera Energy Stock (NEE)	0.1	$596k	-15%	8.4k	70.89	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$595k	-15%	3.1k	194.01	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$585k		1.1k	533.48	View chart
Danaher Corporation Stock (DHR)	0.0	$578k		2.8k	205.00	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$558k	-25%	9.6k	58.35	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$558k		2.3k	242.51	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$554k	+13%	8.4k	65.76	View chart
Cms Energy Corp Stock (CMS)	0.0	$534k	-18%	7.1k	75.11	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$530k		6.8k	78.28	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$514k		2.6k	199.46	View chart
Dt Midstream Stock (DTM)	0.0	$493k		5.1k	96.49	View chart
Cisco Sys Stock (CSCO)	0.0	$488k	+9%	7.9k	61.71	View chart
Travelers Companies Stock (TRV)	0.0	$483k	-9%	1.8k	264.46	View chart
Tesla Stock (TSLA)	0.0	$483k	-17%	1.9k	259.16	View chart
Abbvie Stock (ABBV)	0.0	$481k	-29%	2.3k	209.52	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$477k	-29%	19k	25.04	View chart
Broadcom Stock (AVGO)	0.0	$458k	+33%	2.7k	167.44	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$457k		1.5k	306.74	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$454k	-3%	4.9k	92.83	View chart
Arm Holdings Adr (ARM)	0.0	$450k	+42%	4.2k	106.79	View chart
Brown Forman Corp Cl A Stock (BF.A)	0.0	$449k		13k	33.47	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$445k		3.3k	135.68	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$439k	-2%	800.00	548.24	View chart
Walmart Stock (WMT)	0.0	$437k	+13%	5.0k	87.79	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$435k		3.5k	124.50	View chart
Abbott Labs Stock (ABT)	0.0	$434k	-22%	3.3k	132.64	View chart
Tjx Cos Stock (TJX)	0.0	$431k		3.5k	121.80	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$428k	-8%	1.7k	244.64	View chart
Ishares Gold Trust Etf (IAU)	0.0	$417k		7.1k	58.96	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$416k	-15%	3.2k	128.96	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$413k	+4%	15k	27.96	View chart
Rtx Corporation Stock (RTX)	0.0	$412k	+2%	3.1k	132.47	View chart
Coca Cola Stock (KO)	0.0	$405k	+22%	5.7k	71.62	View chart
Brown Forman Corp Cl B Stock (BF.B)	0.0	$404k	-3%	12k	33.94	View chart
Southern Stock (SO)	0.0	$399k	-8%	4.3k	91.95	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$388k		2.4k	160.54	View chart
Proassurance Corp Stock (PRA)	0.0	$382k		16k	23.35	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.0	$373k		9.8k	38.25	View chart
Netflix Stock (NFLX)	0.0	$369k	+77%	396.00	932.53	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$361k		1.5k	236.79	View chart
Spdr Gold Shares Etf (GLD)	0.0	$356k	-7%	1.2k	288.14	View chart
Qualcomm Stock (QCOM)	0.0	$350k	+2%	2.3k	153.61	View chart
Wells Fargo Stock (WFC)	0.0	$349k	-3%	4.9k	71.79	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$347k	+102%	1.3k	270.02	View chart
Emerson Elec Stock (EMR)	0.0	$335k	+6%	3.1k	109.64	View chart
Ge Aerospace Stock (GE)	0.0	$329k	+69%	1.6k	200.15	View chart
Union Pac Corp Stock (UNP)	0.0	$327k	-4%	1.4k	236.24	View chart
Caterpillar Stock (CAT)	0.0	$326k		989.00	329.80	View chart
Comerica Stock (CMA)	0.0	$316k	-38%	5.3k	59.06	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$312k	-6%	1.8k	170.92	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$303k	+37%	14k	21.53	View chart
Ford Mtr Stock (F)	0.0	$302k	+37%	30k	10.03	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$302k		1.5k	201.38	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$301k	-9%	5.1k	58.94	View chart
Oneok Stock (OKE)	0.0	$288k	+46%	2.9k	99.21	View chart
Eaton Corp Stock (ETN)	0.0	$288k	-7%	1.1k	271.71	View chart
Deere & Co Stock (DE)	0.0	$286k		608.00	469.62	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$284k	-16%	2.1k	134.29	View chart
Xpo Stock (XPO)	0.0	$283k	+3547%	2.6k	107.58	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$280k		8.5k	32.99	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$277k	+6%	1.4k	197.46	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$277k		1.8k	150.98	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$276k		11k	25.52	View chart
Fortinet Stock (FTNT)	0.0	$276k	-3%	2.9k	96.26	View chart
Clorox Co Del Stock (CLX)	0.0	$276k		1.9k	147.25	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$275k		4.0k	68.07	View chart
Bank America Corp Stock (BAC)	0.0	$275k	+10%	6.6k	41.73	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$274k	-9%	3.6k	75.65	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$274k		2.7k	102.46	View chart
Olo Inc Cl A Stock (OLO)	0.0	$273k	-30%	45k	6.04	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$270k		7.5k	36.14	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$264k	+12%	1.9k	140.44	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$261k	+3672%	1.5k	173.23	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$260k		3.1k	83.28	View chart
Servicenow Stock (NOW)	0.0	$258k	+8%	324.00	796.14	View chart
Honeywell Intl Stock (HON)	0.0	$256k	-3%	1.2k	211.67	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$256k		3.5k	74.19	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$250k	+101%	5.7k	43.60	View chart
Allstate Corp Stock (ALL)	0.0	$250k	+18%	1.2k	206.99	View chart
Grainger W W Stock (GWW)	0.0	$247k		250.00	987.83	View chart
Leidos Holdings Stock (LDOS)	0.0	$246k	-13%	1.8k	134.94	View chart
Dover Corp Stock (DOV)	0.0	$245k		1.4k	175.68	View chart
Parker-hannifin Corp Stock (PH)	0.0	$241k		396.00	607.85	View chart
Intuitive Surgical Stock (ISRG)	0.0	$240k	+42%	485.00	495.27	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$239k		569.00	419.88	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$234k	-2%	2.9k	81.68	View chart
Jacobs Solutions Stock (J)	0.0	$227k		1.9k	120.89	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$227k	-2%	1.8k	125.97	View chart
American Express Stock (AXP)	0.0	$226k		840.00	269.05	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$225k		3.6k	61.78	View chart
Axon Enterprise Stock (AXON)	0.0	$224k	+77%	425.00	525.95	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$219k	-4%	3.6k	60.66	View chart
Aflac Stock (AFL)	0.0	$219k	+4%	2.0k	111.22	View chart
First Solar Stock (FSLR)	0.0	$216k	-2%	1.7k	126.43	View chart
Yum Brands Stock (YUM)	0.0	$215k		1.4k	157.41	View chart
Fiserv Stock (FI)	0.0	$214k	+19%	970.00	220.83	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$212k		802.00	264.73	View chart
Acuity Stock (AYI)	0.0	$212k		804.00	263.35	View chart
Manulife Finl Corp Stock (MFC)	0.0	$208k	-14%	6.7k	31.15	View chart
Kellanova Stock (K)	0.0	$207k	-11%	2.5k	82.48	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$203k		3.3k	60.89	View chart
Darden Restaurants Stock (DRI)	0.0	$202k		971.00	207.76	View chart
Credit Accep Corp Mich Stock (CACC)	0.0	$200k		387.00	516.35	View chart
Rpm Intl Stock (RPM)	0.0	$199k		1.7k	115.66	View chart
Adobe Stock (ADBE)	0.0	$197k		514.00	383.53	View chart
Topbuild Corp Stock (BLD)	0.0	$192k		629.00	304.95	View chart
Merck & Co Stock (MRK)	0.0	$190k	-27%	2.1k	89.77	View chart
Corning Stock (GLW)	0.0	$189k		4.1k	45.78	View chart
Archer Daniels Midland Stock (ADM)	0.0	$184k	-18%	3.8k	48.01	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$182k		7.7k	23.61	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$181k		1.9k	97.48	View chart
Sony Group Corp Adr (SONY)	0.0	$180k		7.1k	25.39	View chart
T-mobile Us Stock (TMUS)	0.0	$178k	+64%	666.00	266.71	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$176k	-27%	1.2k	146.01	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$175k	+143%	561.00	312.04	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$173k		1.5k	111.51	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$172k	-18%	1.7k	100.00	View chart
Pfizer Stock (PFE)	0.0	$171k	-3%	6.7k	25.34	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$170k	-44%	1.5k	115.92	View chart
Lowes Cos Stock (LOW)	0.0	$167k	-3%	715.00	233.26	View chart
Diamondback Energy Stock (FANG)	0.0	$166k		1.0k	159.92	View chart
Conocophillips Stock (COP)	0.0	$165k		1.6k	105.04	View chart
Starbucks Corp Stock (SBUX)	0.0	$164k	+19%	1.7k	98.09	View chart
Public Storage Oper Reit (PSA)	0.0	$162k		541.00	299.29	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$159k	-12%	4.3k	36.90	View chart
Mckesson Corp Stock (MCK)	0.0	$157k	+37%	234.00	672.30	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$157k		495.00	317.64	View chart
3M Stock (MMM)	0.0	$154k		1.1k	146.86	View chart
Dupont De Nemours Stock (DD)	0.0	$152k		2.0k	74.68	View chart
Palo Alto Networks Stock (PANW)	0.0	$151k	+104%	882.00	170.64	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$149k		581.00	255.53	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$148k	+10%	2.1k	71.97	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$141k	-12%	850.00	166.00	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$141k	-65%	4.1k	34.14	View chart
General Mtrs Stock (GM)	0.0	$137k		2.9k	47.03	View chart
Corteva Stock (CTVA)	0.0	$136k	-11%	2.2k	62.93	View chart
Illinois Tool Wks Stock (ITW)	0.0	$135k	-15%	545.00	248.01	View chart
Boston Scientific Corp Stock (BSX)	0.0	$135k	NEW	1.3k	100.88	View chart
General Dynamics Corp Stock (GD)	0.0	$134k	+9%	490.00	272.58	View chart
Kla Corp Stock (KLAC)	0.0	$133k		196.00	679.80	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$132k		6.7k	19.78	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$132k		1.4k	96.45	View chart
Huntington Bancshares Stock (HBAN)	0.0	$131k		8.7k	15.01	View chart
Boeing Stock (BA)	0.0	$130k	+4%	763.00	170.64	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$129k	-27%	1.7k	74.72	View chart
Nbt Bancorp Stock (NBTB)	0.0	$128k		3.0k	42.90	View chart
Kkr & Co Stock (KKR)	0.0	$128k		1.1k	115.63	View chart
Applied Matls Stock (AMAT)	0.0	$125k	-71%	863.00	145.12	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$125k	-9%	462.00	270.77	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$124k		1.7k	74.08	View chart
Ecolab Stock (ECL)	0.0	$120k		475.00	253.52	View chart
Andersons Stock (ANDE)	0.0	$118k		2.8k	42.93	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$118k	-37%	1.6k	72.48	View chart
Atmos Energy Corp Stock (ATO)	0.0	$118k	+10%	761.00	154.49	View chart
Constellation Energy Corp Stock (CEG)	0.0	$116k		576.00	201.63	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$115k	+32%	1.9k	62.11	View chart
Canadian Natl Ry Stock (CNI)	0.0	$115k		1.2k	97.46	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$113k	-2%	488.00	231.51	View chart
M & T Bk Corp Stock (MTB)	0.0	$113k	+103%	630.00	178.75	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$112k	+15%	1.0k	110.03	View chart
Colgate Palmolive Stock (CL)	0.0	$111k		1.2k	93.71	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$111k	-3%	1.2k	95.48	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$109k		1.8k	62.42	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.0	$109k		13k	8.14	View chart
Blackstone Stock (BX)	0.0	$107k	-7%	765.00	139.78	View chart
Analog Devices Stock (ADI)	0.0	$107k	+35%	530.00	201.67	View chart
Duke Energy Corp Stock (DUK)	0.0	$106k	-43%	869.00	121.91	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$105k		3.1k	34.25	View chart
Motorola Solutions Stock (MSI)	0.0	$105k		240.00	438.54	View chart
Idacorp Stock (IDA)	0.0	$105k		900.00	116.22	View chart
L3harris Technologies Stock (LHX)	0.0	$101k	-2%	484.00	209.31	View chart
Altria Group Stock (MO)	0.0	$101k	-5%	1.7k	60.03	View chart
Texas Instrs Stock (TXN)	0.0	$100k	-12%	556.00	179.63	View chart
Nucor Corp Stock (NUE)	0.0	$99k		824.00	120.34	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$99k	-10%	4.2k	23.43	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$99k	+92%	675.00	146.61	View chart
Intel Corp Stock (INTC)	0.0	$98k	-45%	4.3k	22.71	View chart
Nike Inc Cl B Stock (NKE)	0.0	$98k	+7%	1.5k	63.48	View chart
Verizon Communications Stock (VZ)	0.0	$97k	-15%	2.1k	45.35	View chart
Millerknoll Stock (MLKN)	0.0	$96k	-10%	5.0k	19.14	View chart
At&t Stock (T)	0.0	$96k	-22%	3.4k	28.28	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$96k	-3%	1.5k	65.17	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 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
Plante Moran Financial Advisors 2021 Q3 filed Nov. 8, 2021
Plante Moran Financial Advisors 2021 Q2 filed Aug. 10, 2021

View all past filings

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