Plante Moran Financial Advisors

Latest statistics and disclosures from Plante Moran Financial Advisors's latest quarterly 13F-HR filing:

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Positions held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Plante Moran Financial Advisors

Companies in the Plante Moran Financial Advisors portfolio as of the March 2021 quarterly 13F filing

Plante Moran Financial Advisors has 1031 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pepsico Stock (PEP) 14.1 $52M 365k 141.45
Vanguard S&p 500 Etf Etf (VOO) 13.2 $48M +118% 132k 364.30
Stryker Corporation Stock (SYK) 7.7 $28M 115k 243.58
Yum Brands Stock (YUM) 5.2 $19M 176k 108.18
Vanguard Ftse Developed Markets Etf Etf (VEA) 5.1 $19M +126% 381k 49.11
Apple Stock (AAPL) 3.2 $12M -5% 96k 122.15
Spdr S&p 500 Etf Etf (SPY) 3.0 $11M +4% 28k 396.32
Yum China Hldgs Stock (YUMC) 2.8 $10M -3% 175k 59.21
Vanguard Extended Market Index Fund Etf (VXF) 2.1 $7.8M +111% 44k 176.90
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 2.1 $7.7M -9% 20.00 385700.00
Microsoft Corp Stock (MSFT) 1.8 $6.4M -8% 27k 235.78
Ishares Core S&p 500 Etf Etf (IVV) 1.5 $5.7M -9% 14k 397.84
Amazon Stock (AMZN) 1.0 $3.5M -15% 1.1k 3094.49
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $3.1M -27% 12k 255.46

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Vanguard Growth Index Fund Etf (VUG) 0.8 $2.9M -7% 11k 257.02
Vanguard Small-cap Value Index Fund Etf (VBR) 0.7 $2.7M +52% 16k 165.63
Exxon Mobil Corp Stock (XOM) 0.7 $2.6M +6% 46k 55.83
Northrop Grumman Corp Stock (NOC) 0.7 $2.5M 7.9k 323.66
Merck & Co Stock (MRK) 0.7 $2.5M +5% 33k 77.10
Spdr Gold Shares Etf (GLD) 0.6 $2.3M 15k 159.98
Jpmorgan Chase & Co Stock (JPM) 0.6 $2.1M +36% 14k 152.24
Ishares Russell 1000 Growth Etf Etf (IWF) 0.6 $2.1M -12% 8.5k 243.07
Visa Inc Com Cl A Stock (V) 0.5 $1.9M -10% 9.1k 211.73
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.5 $1.8M +5% 12k 147.12
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $1.7M 844.00 2062.80
Procter And Gamble Stock (PG) 0.4 $1.6M 12k 135.45
Abbvie Stock (ABBV) 0.4 $1.6M -4% 15k 108.24
Home Depot Stock (HD) 0.4 $1.6M +30% 5.1k 305.35
Jetblue Awys Corp Stock (JBLU) 0.4 $1.5M 75k 20.34
Intel Corp Stock (INTC) 0.4 $1.5M 24k 64.01
Cms Energy Corp Stock (CMS) 0.4 $1.5M 25k 61.22
Disney Walt Stock (DIS) 0.4 $1.5M +25% 8.0k 184.47
Brown Forman Corp Cl B Stock (BF.B) 0.4 $1.4M 21k 68.95
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.4 $1.4M -6% 5.1k 274.67
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $1.3M -17% 652.00 2069.02
Johnson & Johnson Stock (JNJ) 0.4 $1.3M -2% 8.2k 164.34
Ishares S&p Midcap Fund Etf (IJH) 0.4 $1.3M -15% 5.0k 260.33
Dte Energy Stock (DTE) 0.3 $1.3M 9.5k 133.18
Ishares Russell Mid-cap Etf Etf (IWR) 0.3 $1.3M -5% 17k 73.91
Abbott Labs Stock (ABT) 0.3 $1.3M -8% 11k 119.88
Ishares Msci Eafe Etf Etf (EFA) 0.3 $1.2M +38% 16k 75.85
Mastercard Incorporated Cl A Stock (MA) 0.3 $1.1M +40% 3.2k 356.04
Vanguard Total Stock Market Index Fund Etf (VTI) 0.3 $1.1M +22% 5.3k 206.70
Bk Of America Corp Stock (BAC) 0.3 $1.1M +364% 28k 38.69
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.3 $1.1M 7.0k 151.67
Pfizer Stock (PFE) 0.3 $1.0M -6% 28k 36.22
Ishares Russell 2000 Etf Etf (IWM) 0.3 $1.0M -10% 4.6k 221.06
Boeing Stock (BA) 0.3 $1.0M +26% 4.0k 254.66
Automatic Data Processing Stock (ADP) 0.3 $1.0M 5.3k 188.55
Toronto Dominion Bk Ont Stock (TD) 0.3 $961k 15k 65.23
Ishares S&p 100 Etf Etf (OEF) 0.3 $956k -18% 5.3k 179.73
Chevron Corp Stock (CVX) 0.3 $938k +7% 8.9k 104.82
Unitedhealth Group Stock (UNH) 0.2 $901k 2.4k 372.31
Brown Forman Corp Cl A Stock (BF.A) 0.2 $853k 13k 63.64
Honeywell Intl Stock (HON) 0.2 $824k +74% 3.8k 217.13
Costco Whsl Corp Stock (COST) 0.2 $795k +58% 2.3k 352.71
Spdr S&p Dividend Etf Etf (SDY) 0.2 $758k -21% 6.4k 117.96
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $732k 6.7k 108.52
Starbucks Corp Stock (SBUX) 0.2 $712k -17% 6.5k 109.32
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $701k -4% 4.6k 151.63
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $688k 12k 56.42
Ford Mtr Co Del Stock (F) 0.2 $680k +2% 56k 12.25
Mcdonalds Corp Stock (MCD) 0.2 $678k +5% 3.0k 224.06
Applied Matls Stock (AMAT) 0.2 $656k -35% 4.9k 133.58
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.2 $651k +8% 5.7k 113.91
Skyworks Solutions Stock (SWKS) 0.2 $635k -22% 3.5k 183.58
Paypal Hldgs Stock (PYPL) 0.2 $612k +305% 2.5k 242.86
International Business Machs Stock (IBM) 0.2 $607k -8% 4.6k 133.26
Nvidia Corporation Stock (NVDA) 0.2 $588k -3% 1.1k 533.58
Vanguard Value Index Fund Etf (VTV) 0.2 $586k -7% 4.5k 131.51
Comcast Corp New Cl A Stock (CMCSA) 0.2 $585k +8% 11k 54.11
Amgen Stock (AMGN) 0.2 $583k +9% 2.3k 248.83
Gentex Corp Stock (GNTX) 0.2 $567k +187% 16k 35.68
Coca Cola Stock (KO) 0.2 $566k +4% 11k 52.75
Facebook Inc Cl A Stock (FB) 0.2 $549k -18% 1.9k 294.53
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $541k +12% 9.2k 58.50
Walmart Stock (WMT) 0.1 $522k 3.8k 135.94
Spdr S&p Midcap 400 Etf Etf (MDY) 0.1 $505k 1.1k 475.52
Texas Instrs Stock (TXN) 0.1 $494k 2.6k 189.05
Raytheon Technologies Corp Stock (RTX) 0.1 $484k -11% 6.3k 77.24
Bristol-myers Squibb Stock (BMY) 0.1 $475k +9% 7.5k 63.14
Nextera Energy Stock (NEE) 0.1 $454k 6.0k 75.68
Aon Plc Shs Cl A Stock (AON) 0.1 $454k +10% 2.0k 229.99
Proassurance Corp Stock (PRA) 0.1 $441k -25% 17k 26.76
R1 RCM Stock (RCM) 0.1 $441k +320% 18k 24.69
Verizon Communications Stock (VZ) 0.1 $433k -42% 7.4k 58.21
Thermo Fisher Scientific Stock (TMO) 0.1 $432k +122% 947.00 456.18
Intuit Stock (INTU) 0.1 $427k +633% 1.1k 382.96
Oracle Corp Stock (ORCL) 0.1 $423k -11% 6.0k 70.18
3M Stock (MMM) 0.1 $419k 2.2k 192.73
Cvs Health Corp Stock (CVS) 0.1 $416k -29% 5.5k 75.21
Qualcomm Stock (QCOM) 0.1 $410k +178% 3.1k 132.69
Edwards Lifesciences Corp Stock (EW) 0.1 $403k +26% 4.8k 83.63
Broadridge Finl Solutions Stock (BR) 0.1 $401k 2.6k 153.05
Entergy Corp Stock (ETR) 0.1 $388k +7% 3.9k 99.54
American Airls Group Stock (AAL) 0.1 $384k +4% 16k 23.93
Neogen Corp Stock (NEOG) 0.1 $382k 4.3k 88.86
Adobe Systems Incorporated Stock (ADBE) 0.1 $378k -11% 795.00 475.47
Philip Morris Intl Stock (PM) 0.1 $376k -11% 4.2k 88.72
Target Corp Stock (TGT) 0.1 $376k +4% 1.9k 198.21
U S Concrete Stock (USCR) 0.1 $367k 5.0k 73.40
Nike Inc Cl B Stock (NKE) 0.1 $367k +10% 2.8k 132.97
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $366k +459% 1.3k 276.02
Xpo Logistics Stock (XPO) 0.1 $361k -13% 2.9k 123.25
Ishares Silver Trust Etf (SLV) 0.1 $360k 16k 22.67
General Electric Stock (GE) 0.1 $353k +4% 27k 13.13
Emerson Elec Stock (EMR) 0.1 $352k +4% 3.9k 90.33
Alibaba Group Hldg Adr (BABA) 0.1 $350k -4% 1.5k 226.83
Clorox Co Del Stock (CLX) 0.1 $347k -11% 1.8k 192.99
Ishares Comex Gold Trust Etf 0.1 $345k 21k 16.28
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.1 $345k +1065% 711.00 485.23
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $345k +13% 3.0k 116.87
Cintas Corp Stock (CTAS) 0.1 $341k 1.0k 341.00
At&t Stock (T) 0.1 $340k -20% 11k 30.29
Delta Air Lines Inc Del Stock (DAL) 0.1 $339k +22% 7.0k 48.25
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $335k 3.3k 102.13
Tesla Stock (TSLA) 0.1 $334k -44% 500.00 668.00
Eaton Corp Stock (ETN) 0.1 $331k +12% 2.4k 138.15
Advanced Micro Devices Stock (AMD) 0.1 $330k +2000% 4.2k 78.57
Shopify Inc Cl A Stock (SHOP) 0.1 $323k +81% 292.00 1106.16
Enterprise Prods Partners Stock (EPD) 0.1 $318k +21% 15k 21.99
Idexx Labs Stock (IDXX) 0.1 $317k +567% 647.00 489.95
Schwab Charles Corp Stock (SCHW) 0.1 $317k -25% 4.9k 65.08
Canadian Natl Ry Stock (CNI) 0.1 $311k +5% 2.7k 115.96
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $306k 3.0k 101.09
American Wtr Wks Stock (AWK) 0.1 $306k 2.0k 150.00
Union Pac Corp Stock (UNP) 0.1 $301k +31% 1.4k 220.35
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $300k -23% 1.6k 182.37
Fedex Corp Stock (FDX) 0.1 $298k +5% 1.1k 283.81
Pnc Finl Svcs Group Stock (PNC) 0.1 $295k +2000% 1.7k 175.60
Martin Marietta Matls Stock (MLM) 0.1 $292k 871.00 335.25
Wells Fargo Stock (WFC) 0.1 $291k +46% 7.4k 39.07
Cisco Sys Stock (CSCO) 0.1 $279k -43% 5.4k 51.65
Jacobs Engr Group Stock (J) 0.1 $277k 2.1k 129.20
Workday Inc Cl A Stock (WDAY) 0.1 $276k NEW 1.1k 248.20
Smiledirectclub Inc Cl A Stock (SDC) 0.1 $274k -15% 27k 10.32
Salesforce Stock (CRM) 0.1 $271k +123% 1.3k 211.88
Blackstone Group Stock (BX) 0.1 $270k -52% 3.6k 74.67
Ameren Corp Stock (AEE) 0.1 $262k 3.2k 81.47
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $257k +18% 4.4k 58.11
American Tower Corp Reit (AMT) 0.1 $257k -53% 1.1k 238.63
Kellogg Stock (K) 0.1 $255k -4% 4.0k 63.42
Lilly Eli & Co Stock (LLY) 0.1 $255k -31% 1.4k 186.95
Inmode Stock (INMD) 0.1 $253k -22% 3.5k 72.29
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $251k -44% 2.8k 90.74
Blackrock Muniyld Mich Qlty Cef (MIY) 0.1 $249k 17k 15.02
First Trust Managed Municipal Etf Etf (FMB) 0.1 $247k 4.4k 56.37
Lowes Cos Stock (LOW) 0.1 $244k +8% 1.3k 190.48
Travelers Companies Stock (TRV) 0.1 $236k -33% 1.6k 150.41
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $235k 3.7k 64.38
First Trust Large Cap Core Alphadex Fund Etf (FEX) 0.1 $234k 2.9k 80.08
Miller Herman Stock (MLHR) 0.1 $233k 5.7k 41.22
Ishares Select Dividend Etf Etf (DVY) 0.1 $232k 2.0k 114.17
Medtronic Stock (MDT) 0.1 $231k +31% 2.0k 118.28
Dover Corp Stock (DOV) 0.1 $223k 1.6k 137.40
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $221k +8% 1.7k 128.04
Mainstay Mackay Definedterm Mu Cef (MMD) 0.1 $220k 9.9k 22.19
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $218k -28% 1.8k 118.29
Casella Waste Sys Inc Cl A Stock (CWST) 0.1 $216k 3.4k 63.53
Prologis Reit (PLD) 0.1 $214k 2.0k 106.20
Prudential Finl Stock (PRU) 0.1 $214k -33% 2.3k 91.18
Archer Daniels Midland Stock (ADM) 0.1 $214k -10% 3.8k 56.93
Docusign Stock (DOCU) 0.1 $211k 1.0k 202.69
Altria Group Stock (MO) 0.1 $211k -16% 4.1k 51.13
Conocophillips Stock (COP) 0.1 $210k -6% 4.0k 53.07
Halliburton Stock (HAL) 0.1 $208k 9.7k 21.46
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $207k -21% 2.1k 96.86
Rpm Intl Stock (RPM) 0.1 $204k 2.2k 91.81
Ishares Morningstar Mid-cap Value Etf Etf (IMCV) 0.1 $203k 1.1k 184.55
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $202k -74% 563.00 358.79
Jpmorgan Alerian Mlp Index Etn Etf (AMJ) 0.1 $202k 12k 16.56
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $200k +430% 2.1k 96.02
Lockheed Martin Corp Stock (LMT) 0.1 $200k +25% 541.00 369.69
Teladoc Health Stock (TDOC) 0.1 $198k +1261% 1.1k 181.82
Fortive Corp Stock (FTV) 0.1 $197k +3292% 2.8k 70.81
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $197k -56% 3.0k 65.15
Tjx Cos Stock (TJX) 0.1 $195k 3.0k 66.06
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.1 $192k +85% 2.5k 75.92
Parker-hannifin Corp Stock (PH) 0.1 $191k -23% 604.00 316.23
Lauder Estee Cos Inc Cl A Stock (EL) 0.1 $190k +25% 653.00 290.96
Cincinnati Finl Corp Stock (CINF) 0.1 $186k 1.8k 103.22
Flagstar Bancorp Inc Com Par .001 Stock (FBC) 0.1 $185k NEW 4.1k 45.12
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $181k -51% 1.3k 141.52
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $180k +7% 1.8k 100.78
Mgm Resorts International Stock (MGM) 0.0 $175k 4.6k 38.04
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $175k 3.0k 58.41
Corning Stock (GLW) 0.0 $173k -20% 4.0k 43.41
Fifth Third Bancorp Stock (FITB) 0.0 $173k +68% 4.6k 37.51
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $172k +202% 5.0k 34.13
Ishares Russell 1000 Etf Etf (IWB) 0.0 $172k -70% 768.00 223.96
United Airls Hldgs Stock (UAL) 0.0 $171k +48% 3.0k 57.61
Baxter Intl Stock (BAX) 0.0 $169k 2.0k 84.58
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $168k 667.00 251.87
Servicenow Stock (NOW) 0.0 $163k +6% 326.00 500.00
Danaher Corporation Stock (DHR) 0.0 $161k +132% 715.00 225.17
Waste Mgmt Inc Del Stock (WM) 0.0 $158k -32% 1.2k 128.98
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.0 $156k -38% 727.00 214.58
Eversource Energy Stock (ES) 0.0 $155k -3% 1.8k 86.59
Comerica Stock (CMA) 0.0 $153k 2.1k 71.76
Carnival Corp Paired Ctf Stock (CCL) 0.0 $151k +453% 5.7k 26.63
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $150k +12% 2.1k 72.29
Ishares U.s. Technology Etf Etf (IYW) 0.0 $149k +22% 1.7k 87.44
Adams Diversified Equity Cef (ADX) 0.0 $146k +5350% 8.0k 18.22
Bumble Inc Com Cl A Stock (BMBL) 0.0 $145k NEW 2.3k 62.37
Air Prods & Chems Stock (APD) 0.0 $144k +2% 513.00 280.70
Fortinet Stock (FTNT) 0.0 $144k +34% 779.00 184.85
Macatawa Bk Corp Stock (MCBC) 0.0 $142k 14k 9.96
Csx Corp Stock (CSX) 0.0 $140k -18% 1.5k 96.22
Citigroup Stock (C) 0.0 $139k +125% 1.9k 72.62
Credit Accep Corp Mich Stock (CACC) 0.0 $139k 387.00 359.17
Duke Energy Corp Stock (DUK) 0.0 $139k 1.4k 96.86
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $137k +473% 1.0k 132.62
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.0 $135k 1.6k 86.10
Intuitive Surgical Stock (ISRG) 0.0 $132k +10% 179.00 737.43
Topbuild Corp Stock (BLD) 0.0 $132k 629.00 209.86
Huntington Bancshares Stock (HBAN) 0.0 $131k -48% 8.3k 15.77
Broadcom Stock (AVGO) 0.0 $130k +273% 280.00 464.29
Marathon Oil Corp Stock (MRO) 0.0 $128k 12k 10.67
Seagate Technology Stock 0.0 $128k +9% 1.7k 76.65
Kimberly-clark Corp Stock (KMB) 0.0 $128k -64% 924.00 138.53
Illinois Tool Wks Stock (ITW) 0.0 $127k 575.00 220.87
Deere & Co Stock (DE) 0.0 $126k -6% 337.00 373.89
Uber Technologies Stock (UBER) 0.0 $124k NEW 2.3k 54.51
L3harris Technologies Stock (LHX) 0.0 $121k 599.00 202.00
Salisbury Bancorp Stock (SAL) 0.0 $121k -6% 2.7k 44.35
Marsh & Mclennan Cos Stock (MMC) 0.0 $119k 973.00 122.30
Dominion Energy Stock (D) 0.0 $118k -7% 1.6k 75.64
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.0 $117k 866.00 135.10
Digital Rlty Tr Reit (DLR) 0.0 $116k +27333% 823.00 140.95
Murphy Oil Corp Stock (MUR) 0.0 $115k 7.0k 16.43
Vanguard Small-cap Index Fund Etf (VB) 0.0 $115k +17% 535.00 214.95
Tyson Foods Inc Cl A Stock (TSN) 0.0 $114k -35% 1.5k 74.36
Calamos Conv Opportunities & I Sh Ben Int Cef (CHI) 0.0 $114k NEW 8.0k 14.25
General Dynamics Corp Stock (GD) 0.0 $114k 626.00 182.11
Paychex Stock (PAYX) 0.0 $113k 1.2k 98.09
Suncor Energy Stock (SU) 0.0 $113k 5.4k 20.82
S&p Global Stock (SPGI) 0.0 $111k 314.00 353.50
Soligenix Stock (SNGX) 0.0 $110k 72k 1.54
General Mtrs Stock (GM) 0.0 $109k +585% 1.9k 57.40
Aflac Stock (AFL) 0.0 $107k +40% 2.1k 51.22
Blackrock Stock (BLK) 0.0 $102k +40% 135.00 755.56
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $101k -58% 1.4k 70.63
Sysco Corp Stock (SYY) 0.0 $100k -32% 1.3k 79.11
Wendys Stock (WEN) 0.0 $100k 4.9k 20.24
Truist Finl Corp Stock (TFC) 0.0 $99k +102% 1.7k 58.61
Kinder Morgan Inc Del Stock (KMI) 0.0 $98k 5.9k 16.63
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.0 $98k 1.9k 51.23
Colgate Palmolive Stock (CL) 0.0 $96k 1.2k 78.82
General Mls Stock (GIS) 0.0 $96k +3% 1.6k 61.58
American Elec Pwr Stock (AEP) 0.0 $95k 1.1k 84.82

Past Filings by Plante Moran Financial Advisors

SEC 13F filings are viewable for Plante Moran Financial Advisors going back to 2011

View all past filings