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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 84.39% of Plante Moran Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$31M), VXF (+$14M), VEA, BMOP, SPY, ESGD, ESML, WMT, VTI, BND.
Started 72 new stock positions in LCID, DFTX, HL, KLIP, JEPQ, VTWG, EUFN, IDHQ, ITRN, RITM.
Reduced shares in these 10 stocks: VV (-$6.0M), AMZN, IAU, SYK, AAPL, GOOGL, SPDW, VBR, MUB, AGG.
Sold out of its positions in ABSI, AMLP, ATEN, ADUS, AEM, ABNB, ALG, ALEX, AVEM, AMT.
Plante Moran Financial Advisors was a net buyer of stock by $17M.
Plante Moran Financial Advisors has $1.5B in assets under management (AUM), dropping by -2.11%.
Central Index Key (CIK): 0001424717

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Portfolio Holdings for Plante Moran Financial Advisors

Plante Moran Financial Advisors holds 718 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Plante Moran Financial Advisors has 718 total positions. Only the first 250 positions are shown.

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Download the Plante Moran Financial Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	56.4	$872M	+3%	1.5M	597.55	View chart
Vanguard Extended Market Etf Etf (VXF)	11.1	$171M	+8%	831k	205.80	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	9.6	$148M		2.3M	64.08	View chart
Vanguard Large-cap Etf Etf (VV)	5.5	$86M	-6%	287k	298.85	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.8	$28M	-4%	131k	217.25	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.6	$24M	-4%	226k	106.15	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.3	$20M	+5%	30k	650.34	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	1.2	$19M	-3%	605k	30.96	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.9	$15M	-8%	320k	45.65	View chart
Apple Stock (AAPL)	0.8	$12M	-11%	49k	253.79	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$9.4M		14k	653.20	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$6.7M	+6%	21k	320.80	View chart
Microsoft Corp Stock (MSFT)	0.4	$5.6M	-4%	15k	370.17	View chart
Johnson & Johnson Stock (JNJ)	0.2	$3.3M	-14%	14k	244.45	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$3.3M	-7%	7.6k	436.77	View chart
Amazon Stock (AMZN)	0.2	$2.9M	-40%	14k	208.27	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$2.8M	-34%	9.7k	287.57	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$2.7M	-2%	5.6k	479.20	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$2.6M	-8%	9.0k	294.16	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.5M	+7%	4.4k	577.17	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$2.2M	-31%	5.2k	426.40	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$2.2M	-32%	7.6k	286.86	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.7M	+11%	11k	148.10	View chart
Dte Energy Stock (DTE)	0.1	$1.7M		11k	146.22	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.6M	-13%	9.6k	169.65	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.6M	-2%	16k	97.13	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.6M	+14%	1.6k	996.53	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$1.6M		33k	47.53	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.6M	-38%	6.1k	257.35	View chart
Pepsico Stock (PEP)	0.1	$1.5M		9.8k	155.29	View chart
Bny Mellon Municipal Opportunities Etf Etf (BMOP)	0.1	$1.3M	NEW	53k	24.63	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.2M		4.7k	261.93	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.2M		2.2k	572.04	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$1.2M		9.0k	132.89	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.2M	+4%	4.1k	287.19	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.2M	+5%	3.9k	302.24	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$1.2M	+303%	12k	95.62	View chart
Nvidia Corporation Stock (NVDA)	0.1	$1.1M	+13%	6.4k	174.39	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.1M	+20%	36k	30.68	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$1.1M		12k	93.31	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.1M		8.6k	124.31	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$1.1M	+7%	11k	100.62	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.1M		1.5k	697.67	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$1.0M	+17%	22k	48.46	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$996k	-26%	15k	67.53	View chart
Procter & Gamble Stock (PG)	0.1	$973k	-32%	6.7k	144.43	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$965k	-2%	9.9k	97.91	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$947k		37k	25.64	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$923k		9.5k	97.23	View chart
Stryker Corporation Stock (SYK)	0.1	$907k	-63%	2.8k	328.59	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$887k	-13%	4.2k	213.68	View chart
Eli Lilly & Co Stock (LLY)	0.1	$882k	-38%	959.00	919.65	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$879k		2.7k	327.03	View chart
Home Depot Stock (HD)	0.1	$861k	-36%	2.6k	328.90	View chart
Flexshares Morningstar Us Market Factor Tilt Index Fund Etf (TILT)	0.1	$854k		3.5k	241.37	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$841k	+52%	7.4k	113.11	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$836k	+9%	3.9k	215.06	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$833k	-6%	13k	62.45	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$797k	+37%	27k	29.13	View chart
Oracle Corp Stock (ORCL)	0.0	$765k	-9%	5.2k	147.11	View chart
Amgen Stock (AMGN)	0.0	$736k		2.1k	351.78	View chart
Walmart Stock (WMT)	0.0	$736k	+152%	5.9k	124.28	View chart
International Business Machs Stock (IBM)	0.0	$726k	-20%	3.0k	242.40	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$720k	-24%	5.1k	142.43	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.0	$718k		1.00	718140.00	View chart
Broadcom Stock (AVGO)	0.0	$699k	+4%	2.3k	309.52	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$698k		3.3k	211.15	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$692k	-30%	2.8k	248.03	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$689k	+3466%	15k	47.02	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$673k		1.9k	356.56	View chart
Vanguard Value Etf Etf (VTV)	0.0	$655k	-7%	3.3k	196.18	View chart
Chevron Corporation Stock (CVX)	0.0	$648k	-57%	3.1k	206.90	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$639k		20k	32.45	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$638k	+42%	3.5k	184.28	View chart
Abbvie Stock (ABBV)	0.0	$635k	-16%	2.9k	217.46	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$627k	+2%	8.2k	76.54	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$610k		989.00	616.76	View chart
Disney Walt Stock (DIS)	0.0	$609k	-11%	6.3k	96.38	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$596k	+2%	24k	24.75	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$591k	+33%	5.0k	118.45	View chart
Dt Midstream Stock (DTM)	0.0	$587k		4.4k	134.66	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$565k		12k	48.93	View chart
Union Pac Corp Stock (UNP)	0.0	$554k	-4%	2.3k	242.62	View chart
Cms Energy Corp Stock (CMS)	0.0	$551k	-12%	7.1k	77.58	View chart
Danaher Corp Del Stock (DHR)	0.0	$535k	-5%	2.8k	189.60	View chart
Cisco Sys Stock (CSCO)	0.0	$534k	-14%	6.9k	77.59	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$518k		1.6k	322.78	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$505k		3.5k	144.71	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$496k		2.6k	191.92	View chart
Ge Aerospace Stock (GE)	0.0	$496k	+6%	1.7k	283.81	View chart
Ishares Gold Trust Etf (IAU)	0.0	$472k	-79%	5.4k	88.16	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$470k	-4%	6.3k	74.35	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$469k	+227%	6.1k	77.11	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.0	$456k		9.8k	46.74	View chart
Mcdonalds Corp Stock (MCD)	0.0	$454k	-64%	1.5k	310.70	View chart
American Elec Pwr Stock (AEP)	0.0	$447k	+4%	3.4k	131.08	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$444k	+7%	3.0k	145.94	View chart
Spdr Gold Shares Etf (GLD)	0.0	$436k	-13%	1.0k	430.29	View chart
Eaton Corp Stock (ETN)	0.0	$431k	+3%	1.2k	357.53	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$426k	+20%	1.8k	236.41	View chart
Deere & Co Stock (DE)	0.0	$426k	-16%	756.00	563.31	View chart
Abbott Laboratories Stock (ABT)	0.0	$425k	-14%	4.1k	102.67	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$415k	+11%	5.5k	75.10	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$412k	+12052%	5.6k	73.64	View chart
Southern Stock (SO)	0.0	$406k		4.2k	96.52	View chart
Proassurance Corp Stock (PRA)	0.0	$405k		16k	24.72	View chart
Lowes Cos Stock (LOW)	0.0	$398k	+401%	1.7k	236.30	View chart
Nextera Energy Stock (NEE)	0.0	$392k	-46%	4.2k	92.87	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$378k		4.2k	90.53	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$377k	+15%	3.1k	121.93	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$359k		1.9k	189.59	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$357k		14k	25.10	View chart
Rtx Corporation Stock (RTX)	0.0	$356k	-29%	1.8k	192.92	View chart
Parker-hannifin Corp Stock (PH)	0.0	$351k		392.00	895.24	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$347k	+36%	750.00	463.19	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$346k		2.3k	151.41	View chart
Netflix Stock (NFLX)	0.0	$340k	+9%	3.5k	96.16	View chart
Ww Grainger Stock (GWW)	0.0	$335k	+20%	307.00	1090.81	View chart
Tesla Stock (TSLA)	0.0	$330k	-16%	888.00	371.81	View chart
Caterpillar Stock (CAT)	0.0	$323k	-53%	456.00	708.84	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$323k		7.0k	45.87	View chart
Wells Fargo & Co Stock (WFC)	0.0	$321k	-14%	4.0k	79.62	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$311k		11k	28.71	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$307k		1.7k	181.42	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$304k		7.8k	38.86	View chart
Kla Corp Stock (KLAC)	0.0	$300k		204.00	1472.55	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$300k		5.9k	50.66	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$293k		3.5k	84.79	View chart
Pfizer Stock (PFE)	0.0	$291k	+90%	10k	28.08	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$282k	+49%	1.2k	237.62	View chart
American Express Stock (AXP)	0.0	$276k	+9%	913.00	302.62	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$275k	+264%	5.9k	46.46	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$274k	-4%	9.9k	27.85	View chart
Allstate Corp Stock (ALL)	0.0	$274k	+27%	1.3k	207.26	View chart
Visa Inc Com Cl A Stock (V)	0.0	$271k	-66%	897.00	302.33	View chart
Ford Mtr Stock (F)	0.0	$270k		23k	11.54	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$268k		1.8k	145.74	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$260k	+216%	3.7k	70.92	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$260k	-29%	520.00	499.82	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$260k	-51%	2.8k	93.98	View chart
Ge Vernova Stock (GEV)	0.0	$259k	-26%	297.00	871.45	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$258k	-28%	1.3k	191.85	View chart
Corning Stock (GLW)	0.0	$252k	-41%	1.9k	135.97	View chart
Wesbanco Stock (WSBC)	0.0	$248k		7.2k	34.49	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$244k	-12%	2.2k	108.98	View chart
Qualcomm Stock (QCOM)	0.0	$244k	-24%	1.9k	128.77	View chart
Tjx Cos Stock (TJX)	0.0	$236k	-58%	1.5k	159.70	View chart
Fortinet Stock (FTNT)	0.0	$234k		2.9k	81.72	View chart
Manulife Finl Corp Stock (MFC)	0.0	$229k		6.7k	34.44	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$229k	-4%	2.7k	84.91	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$223k	+51%	7.7k	29.08	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$222k	+1141%	3.1k	71.13	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$215k	-6%	437.00	491.53	View chart
Diamondback Energy Stock (FANG)	0.0	$213k		1.1k	197.71	View chart
Automatic Data Processing Stock (ADP)	0.0	$211k		1.0k	203.25	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$210k		635.00	330.87	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$206k		1.9k	111.37	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$206k		3.3k	61.64	View chart
Unitedhealth Group Stock (UNH)	0.0	$205k	-10%	756.00	270.69	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$202k	-8%	7.0k	28.71	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$198k	+1487%	4.1k	48.05	View chart
Merck & Co Stock (MRK)	0.0	$198k	-53%	1.6k	120.30	View chart
Andersons Stock (ANDE)	0.0	$197k		2.8k	71.78	View chart
Yum Brands Stock (YUM)	0.0	$196k	-70%	1.3k	155.53	View chart
Honeywell Intl Stock (HON)	0.0	$195k		861.00	226.03	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$194k	-9%	2.8k	70.18	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$192k	NEW	3.6k	52.54	View chart
Ishares Silver Trust Etf (SLV)	0.0	$192k	-10%	2.8k	68.14	View chart
Goldman Sachs Group Stock (GS)	0.0	$191k	+182%	226.00	846.35	View chart
Leidos Holdings Stock (LDOS)	0.0	$190k	-11%	1.2k	155.52	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$187k		597.00	313.81	View chart
Conocophillips Stock (COP)	0.0	$183k	-33%	1.4k	132.03	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$182k	-28%	2.1k	87.84	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$181k	-7%	1.3k	138.32	View chart
Oneok Stock (OKE)	0.0	$179k		2.0k	90.37	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$169k	+729%	1.2k	135.72	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$167k	-13%	1.5k	110.86	View chart
Arrow Finl Corp Stock (AROW)	0.0	$165k		4.9k	33.57	View chart
Archer Daniels Midland Stock (ADM)	0.0	$164k		2.3k	72.69	View chart
L3harris Technologies Stock (LHX)	0.0	$159k		459.00	345.37	View chart
Cencora Stock (COR)	0.0	$157k	NEW	500.00	314.14	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	0.0	$155k	NEW	3.8k	40.81	View chart
Idacorp Stock (IDA)	0.0	$152k	+18%	1.1k	142.97	View chart
Boeing Stock (BA)	0.0	$152k	-6%	765.00	198.96	View chart
Intel Corp Stock (INTC)	0.0	$152k	-10%	3.4k	44.12	View chart
Sony Group Corp Adr (SONY)	0.0	$152k		7.3k	20.70	View chart
Intuitive Surgical Stock (ISRG)	0.0	$150k		325.00	460.99	View chart
Public Storage Oper Reit (PSA)	0.0	$147k		543.00	270.88	View chart
Illinois Tool Wks Stock (ITW)	0.0	$146k	+67%	560.00	260.29	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$144k		453.00	317.99	View chart
Sprott Stock (SII)	0.0	$143k	NEW	1.0k	142.89	View chart
General Mtrs Stock (GM)	0.0	$140k		1.9k	74.50	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$140k	+1126%	4.2k	33.53	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$140k		1.7k	83.43	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$140k	-17%	952.00	146.61	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$138k	NEW	3.2k	42.56	View chart
Huntington Bancshares Stock (HBAN)	0.0	$137k		8.7k	15.65	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$136k	-25%	368.00	370.68	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$134k	-31%	2.7k	48.74	View chart
State Street Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$133k		1.8k	75.71	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.0	$131k	NEW	572.00	229.04	View chart
Csx Corp Stock (CSX)	0.0	$130k	+26%	3.2k	41.05	View chart
Nbt Bancorp Stock (NBTB)	0.0	$127k		3.0k	42.58	View chart
Hubbell Stock (HUBB)	0.0	$125k		255.00	490.74	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$123k		1.5k	79.34	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$122k	-5%	179.00	682.24	View chart
Valero Energy Corp Stock (VLO)	0.0	$119k		481.00	247.08	View chart
Proshares Ultra Ftse China 50 Etf (XPP)	0.0	$118k	NEW	5.3k	22.30	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$118k	-9%	1.5k	80.08	View chart
Adobe Stock (ADBE)	0.0	$116k	-19%	478.00	243.08	View chart
Trane Technologies Stock (TT)	0.0	$113k		270.00	416.74	View chart
Fedex Corp Stock (FDX)	0.0	$112k	+72%	315.00	356.18	View chart
Marathon Pete Corp Stock (MPC)	0.0	$112k		459.00	244.18	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$112k	-38%	1.8k	60.65	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$110k		1.6k	69.90	View chart
Stellar Bancorp Stock (STEL)	0.0	$109k		3.0k	36.61	View chart
Vanguard S&p Mid-cap 400 Etf Etf (IVOO)	0.0	$109k	+276%	950.00	114.32	View chart
Royal Caribbean Group Stock (RCL)	0.0	$109k		394.00	275.49	View chart
Williams Sonoma Stock (WSM)	0.0	$108k		594.00	182.33	View chart
Relay Therapeutics Stock (RLAY)	0.0	$108k	+23%	11k	9.95	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$105k		635.00	165.70	View chart
Cme Group Stock (CME)	0.0	$104k	+11%	352.00	295.35	View chart
Duke Energy Corp Stock (DUK)	0.0	$104k	-21%	792.00	130.87	View chart
Axon Enterprise Stock (AXON)	0.0	$102k		240.00	424.69	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$101k		1.9k	54.05	View chart
Corteva Stock (CTVA)	0.0	$100k		1.2k	83.72	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$96k	-79%	1.7k	57.64	View chart
At&t Stock (T)	0.0	$96k	-10%	3.3k	28.99	View chart
Wintrust Finl Corp Stock (WTFC)	0.0	$95k		685.00	138.94	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$94k	+95%	240.00	390.41	View chart
Aflac Stock (AFL)	0.0	$94k	+63%	854.00	109.71	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$93k		2.9k	32.43	View chart
Motorola Solutions Stock (MSI)	0.0	$93k	-21%	215.00	433.23	View chart
Coca Cola Stock (KO)	0.0	$93k	+30%	1.2k	76.07	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$93k	NEW	1.7k	55.52	View chart
Keysight Technologies Stock (KEYS)	0.0	$92k		325.00	282.37	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$91k		1.8k	49.37	View chart
Qnity Electronics Stock (Q)	0.0	$90k		779.00	115.38	View chart
T. Rowe Price Blue Chip Growth Etf Etf (TCHP)	0.0	$90k		2.0k	44.18	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$89k	-18%	549.00	161.86	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$88k		2.2k	40.20	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$88k		1.5k	59.03	View chart
Blackstone Stock (BX)	0.0	$88k		765.00	114.99	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$88k		1.1k	79.06	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.0	$87k	NEW	2.4k	36.21	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$87k		1.5k	56.58	View chart
Oil Dri Corp Amer Stock (ODC)	0.0	$85k		1.3k	65.09	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$84k	+27%	642.00	131.01	View chart
Colgate Palmolive Stock (CL)	0.0	$84k	-16%	984.00	85.24	View chart
Rivernorth Active Income Etf Etf (CEFZ)	0.0	$83k		11k	7.85	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 2026 Q1 filed May 5, 2026
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

View all past filings

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