Plante Moran Financial Advisors
Latest statistics and disclosures from Plante Moran Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PEP, VOO, SYK, YUM, VEA, and represent 45.27% of Plante Moran Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$26M), VEA (+$11M), VXF, VBR, BAC, JPM, SPY, PYPL, GNTX, INTU.
- Started 274 new stock positions in RNP, FCFS, OXSQ, ABNB, ENR, EVTC, BDC, DKS, DX, CSIQ.
- Reduced shares in these 10 stocks: BRK.B, BRK.A, AAPL, AMZN, LUV, IVV, VGT, MSFT, TT, IWB.
- Sold out of its positions in ASIX, AIN, ACH, American Intl Group, AU, Apache Corporation, ARW, AIZ, ASTE, AGR.
- Plante Moran Financial Advisors was a net buyer of stock by $34M.
- Plante Moran Financial Advisors has $366M in assets under management (AUM), dropping by 12.95%.
- Central Index Key (CIK): 0001424717
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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.
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- Download the Plante Moran Financial Advisors March 2021 csv data
| 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
- Plante Moran Financial Advisors 2021 Q1 filed May 13, 2021
- Plante Moran Financial Advisors 2020 Q4 filed Feb. 9, 2021
- Plante Moran Financial Advisors 2020 Q3 filed Nov. 12, 2020
- Plante Moran Financial Advisors 2020 Q2 filed Aug. 10, 2020
- Plante Moran Financial Advisors 2020 Q1 filed May 7, 2020
- Plante Moran Financial Advisors 2019 Q4 filed Feb. 14, 2020
- Plante Moran Financial Advisors 2019 Q3 filed Nov. 13, 2019
- Plante Moran Financial Advisors 2019 Q2 filed Aug. 13, 2019
- Plante Moran Financial Advisors 2019 Q1 filed May 13, 2019
- Plante Moran Financial Advisors 2018 Q4 filed Jan. 29, 2019
- Plante Moran Financial Advisors 2018 Q3 filed Nov. 9, 2018
- Plante Moran Financial Advisors 2018 Q2 filed July 26, 2018
- Plante Moran Financial Advisors 2018 Q1 filed May 1, 2018
- Plante Moran Financial Advisors 2017 Q4 filed Feb. 1, 2018
- Plante Moran Financial Advisors 2017 Q3 filed Nov. 8, 2017
- Plante Moran Financial Advisors 2017 Q2 filed July 25, 2017