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, VEA, PEP, SYK, VXF, and represent 57.69% of Plante Moran Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VEA (+$22M), SPDW (+$8.1M), VV (+$5.3M), VXF, MCD, SCHM, VTI, Level One Bancorp, VEU, ESGD.
- Started 63 new stock positions in MGK, EBND, PDN, HYG, DERM, BBAX, SPIP, MBB, FEM, XLB.
- Reduced shares in these 10 stocks: PEP (-$45M), YUM (-$9.5M), BRK.A (-$8.5M), VOO, FMAO, YUMC, IVV, SPY, VUG, IWF.
- Sold out of its positions in AGCO, ARKF, GLTR, ABMD, ATVI, ASLE, A, ALK, BABA, ALLK.
- Plante Moran Financial Advisors was a net seller of stock by $-48M.
- Plante Moran Financial Advisors has $535M in assets under management (AUM), dropping by -12.43%.
- Central Index Key (CIK): 0001424717
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Portfolio Holdings for Plante Moran Financial Advisors
Plante Moran Financial Advisors holds 830 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Plante Moran Financial Advisors has 830 total positions. Only the first 250 positions are shown.
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- Download the Plante Moran Financial Advisors March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 23.1 | $124M | -3% | 297k | 415.17 | |
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 12.9 | $69M | +46% | 1.4M | 48.03 | |
| Pepsico Stock (PEP) | 11.6 | $62M | -41% | 371k | 167.38 | |
| Stryker Corporation Stock (SYK) | 5.6 | $30M | 111k | 267.35 | ||
| Vanguard Extended Market Index Fund Etf (VXF) | 4.6 | $25M | +23% | 149k | 165.66 | |
| Yum Brands Stock (YUM) | 3.3 | $18M | -35% | 147k | 118.53 | |
| Apple Stock (AAPL) | 3.1 | $17M | -3% | 95k | 174.61 | |
| Spdr S&p 500 Etf Etf (SPY) | 2.0 | $11M | -13% | 24k | 452.14 | |
| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 1.7 | $8.9M | +962% | 259k | 34.28 | |
| Microsoft Corp Stock (MSFT) | 1.6 | $8.4M | -8% | 27k | 308.32 | |
| Yum China Hldgs Stock (YUMC) | 1.1 | $6.0M | -29% | 146k | 41.54 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 1.1 | $5.8M | -26% | 13k | 453.65 | |
| Vanguard Large-cap Index Fund Etf (VV) | 1.1 | $5.7M | +1442% | 27k | 208.50 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.0 | $5.5M | -4% | 16k | 352.92 | |
| Mcdonalds Corp Stock (MCD) | 0.7 | $4.0M | +479% | 16k | 247.29 | |
| Amazon Stock (AMZN) | 0.7 | $3.7M | -15% | 1.1k | 3260.37 | |
| Northrop Grumman Corp Stock (NOC) | 0.6 | $3.3M | 7.5k | 447.27 | ||
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.6 | $3.0M | +2% | 1.1k | 2781.65 | |
| Exxon Mobil Corp Stock (XOM) | 0.5 | $2.8M | -17% | 33k | 82.60 | |
| Vanguard Growth Index Fund Etf (VUG) | 0.5 | $2.7M | -34% | 9.3k | 287.59 | |
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.5 | $2.6M | -76% | 5.00 | 529000.00 | |
| R1 RCM Stock | 0.5 | $2.6M | 99k | 26.76 | ||
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.5 | $2.6M | +696% | 34k | 75.87 | |
| Abbvie Stock (ABBV) | 0.5 | $2.5M | -14% | 16k | 162.10 | |
| Vanguard Total Stock Market Index Fund Etf (VTI) | 0.4 | $2.4M | +77% | 10k | 227.67 | |
| Vanguard Small-cap Value Index Fund Etf (VBR) | 0.4 | $2.3M | -31% | 13k | 175.91 | |
| Gentex Corp Stock (GNTX) | 0.4 | $2.2M | 76k | 29.18 | ||
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.4 | $2.2M | -36% | 8.0k | 277.58 | |
| Procter And Gamble Stock (PG) | 0.4 | $2.2M | +7% | 14k | 152.83 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $1.8M | -8% | 642.00 | 2792.83 | |
| Visa Inc Com Cl A Stock (V) | 0.3 | $1.7M | -3% | 7.7k | 221.73 | |
| Jpmorgan Chase & Co Stock (JPM) | 0.3 | $1.7M | -4% | 12k | 136.28 | |
| Johnson & Johnson Stock (JNJ) | 0.3 | $1.6M | -6% | 8.9k | 177.19 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $1.5M | +13% | 21k | 73.79 | |
| Ishares Russell Mid-cap Etf Etf (IWR) | 0.3 | $1.5M | -3% | 19k | 78.02 | |
| Dte Energy Stock (DTE) | 0.3 | $1.4M | -2% | 11k | 132.24 | |
| Abbott Labs Stock (ABT) | 0.3 | $1.4M | -12% | 11k | 118.34 | |
| Chevron Corp Stock (CVX) | 0.2 | $1.3M | 8.1k | 162.83 | ||
| Brown Forman Corp Cl B Stock (BF.B) | 0.2 | $1.3M | 20k | 67.01 | ||
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.2 | $1.3M | 8.0k | 161.43 | ||
| Nvidia Corporation Stock (NVDA) | 0.2 | $1.2M | -6% | 4.5k | 272.81 | |
| Vanguard Small-cap Growth Index Fund Etf (VBK) | 0.2 | $1.2M | 4.8k | 248.23 | ||
| Unitedhealth Group Stock (UNH) | 0.2 | $1.2M | -15% | 2.3k | 510.08 | |
| Costco Whsl Corp Stock (COST) | 0.2 | $1.1M | -8% | 2.0k | 575.96 | |
| Home Depot Stock (HD) | 0.2 | $1.1M | -9% | 3.8k | 299.21 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.2 | $1.0M | -52% | 6.3k | 165.95 | |
| Aeye Inc Cl A Stock (LIDR) | 0.2 | $1.0M | 190k | 5.47 | ||
| Invesco Ftse Rafi Us 1000 Etf Etf (PRF) | 0.2 | $1.0M | -3% | 6.0k | 170.80 | |
| Ishares S&p Midcap Fund Etf (IJH) | 0.2 | $1.0M | -27% | 3.8k | 268.31 | |
| Spdr Gold Shares Etf (GLD) | 0.2 | $1.0M | -40% | 5.6k | 180.59 | |
| Toronto Dominion Bk Ont Stock (TD) | 0.2 | $986k | 12k | 79.44 | ||
| Automatic Data Processing Stock (ADP) | 0.2 | $964k | -17% | 4.2k | 227.63 | |
| Pfizer Stock (PFE) | 0.2 | $961k | -3% | 19k | 51.78 | |
| Disney Walt Stock (DIS) | 0.2 | $941k | -12% | 6.9k | 137.11 | |
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.2 | $940k | -8% | 8.8k | 107.12 | |
| Dimensional U.s. Targeted Value Etf Etf (DFAT) | 0.2 | $873k | +3% | 19k | 46.59 | |
| Ishares Msci Eafe Esg Select Etf Etf (ESGD) | 0.2 | $869k | +47% | 12k | 73.76 | |
| Danaher Corporation Stock (DHR) | 0.2 | $863k | -4% | 2.9k | 293.34 | |
| Brown Forman Corp Cl A Stock (BF.A) | 0.2 | $841k | 13k | 62.74 | ||
| Oracle Corp Stock (ORCL) | 0.2 | $808k | +46% | 9.8k | 82.74 | |
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $781k | 1.6k | 492.43 | ||
| Ford Mtr Co Del Stock (F) | 0.1 | $767k | -33% | 45k | 16.92 | |
| Vanguard Dividend Appreciation Index Fund Etf (VIG) | 0.1 | $720k | -12% | 4.4k | 162.13 | |
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $719k | -36% | 3.5k | 205.19 | |
| Invesco Qqq Trust Etf (QQQ) | 0.1 | $715k | +12% | 2.0k | 362.39 | |
| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.1 | $715k | 11k | 66.19 | ||
| International Business Machs Stock (IBM) | 0.1 | $682k | -12% | 5.2k | 129.98 | |
| Cms Energy Corp Stock (CMS) | 0.1 | $651k | 9.3k | 69.94 | ||
| Applied Matls Stock (AMAT) | 0.1 | $646k | -7% | 4.9k | 131.70 | |
| Aon Plc Shs Cl A Stock (AON) | 0.1 | $629k | 1.9k | 325.40 | ||
| Vanguard Value Index Fund Etf (VTV) | 0.1 | $626k | -22% | 4.2k | 147.71 | |
| Vanguard High Dividend Yield Etf Etf (VYM) | 0.1 | $610k | +69% | 5.4k | 112.17 | |
| Schwab Charles Corp Stock (SCHW) | 0.1 | $583k | +5% | 6.9k | 84.25 | |
| Ishares Gold Trust Etf (IAU) | 0.1 | $579k | +78% | 16k | 36.84 | |
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $562k | -12% | 1.6k | 357.51 | |
| Comerica Stock (CMA) | 0.1 | $562k | +58% | 6.2k | 90.37 | |
| Amgen Stock (AMGN) | 0.1 | $559k | 2.3k | 241.68 | ||
| Boeing Stock (BA) | 0.1 | $547k | +22% | 2.9k | 191.46 | |
| Honeywell Intl Stock (HON) | 0.1 | $543k | -22% | 2.8k | 194.69 | |
| Intel Corp Stock (INTC) | 0.1 | $538k | -5% | 11k | 49.54 | |
| Meta Platforms Inc Cl A Stock (META) | 0.1 | $535k | -32% | 2.4k | 222.45 | |
| Wells Fargo Stock (WFC) | 0.1 | $528k | +6% | 11k | 48.42 | |
| Ishares S&p Small-cap Fund Etf (IJR) | 0.1 | $522k | -43% | 4.8k | 107.92 | |
| Nextera Energy Stock (NEE) | 0.1 | $511k | -6% | 6.0k | 84.76 | |
| Coca Cola Stock (KO) | 0.1 | $507k | -13% | 8.2k | 62.02 | |
| Merck & Co Stock (MRK) | 0.1 | $504k | -9% | 6.1k | 82.07 | |
| Marriott Intl Inc New Cl A Stock (MAR) | 0.1 | $487k | 2.8k | 175.69 | ||
| Vanguard Information Technology Index Fund Etf (VGT) | 0.1 | $469k | +30% | 1.1k | 416.52 | |
| Cisco Sys Stock (CSCO) | 0.1 | $468k | -14% | 8.4k | 55.75 | |
| Nike Inc Cl B Stock (NKE) | 0.1 | $465k | -2% | 3.5k | 134.51 | |
| Blackstone Stock (BX) | 0.1 | $453k | 3.6k | 126.96 | ||
| Union Pac Corp Stock (UNP) | 0.1 | $450k | +2% | 1.6k | 273.06 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $441k | -9% | 9.4k | 46.84 | |
| Proassurance Corp Stock (PRA) | 0.1 | $440k | 16k | 26.87 | ||
| Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $438k | 3.4k | 128.11 | ||
| Cintas Corp Stock (CTAS) | 0.1 | $433k | 1.0k | 424.93 | ||
| Starbucks Corp Stock (SBUX) | 0.1 | $430k | +2% | 4.7k | 90.91 | |
| Norfolk Southn Corp Stock (NSC) | 0.1 | $430k | +8% | 1.5k | 285.15 | |
| Walmart Stock (WMT) | 0.1 | $427k | -10% | 2.9k | 149.04 | |
| Verizon Communications Stock (VZ) | 0.1 | $425k | +9% | 8.3k | 50.97 | |
| Conocophillips Stock (COP) | 0.1 | $416k | -10% | 4.2k | 99.90 | |
| Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) | 0.1 | $407k | +229% | 7.1k | 57.59 | |
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $407k | 6.5k | 62.82 | ||
| Lilly Eli & Co Stock (LLY) | 0.1 | $391k | 1.4k | 286.03 | ||
| Emerson Elec Stock (EMR) | 0.1 | $384k | -2% | 3.9k | 98.03 | |
| Cvs Health Corp Stock (CVS) | 0.1 | $377k | -5% | 3.7k | 101.18 | |
| Edwards Lifesciences Corp Stock (EW) | 0.1 | $373k | -4% | 3.2k | 117.74 | |
| Health Care Select Sector Spdr Fund Etf (XLV) | 0.1 | $367k | -2% | 2.7k | 137.09 | |
| Level One Bancorp Stock | 0.1 | $364k | NEW | 9.1k | 39.89 | |
| Canadian Natl Ry Stock (CNI) | 0.1 | $360k | 2.7k | 134.23 | ||
| Tesla Stock (TSLA) | 0.1 | $357k | -27% | 331.00 | 1078.55 | |
| Illumina Stock (ILMN) | 0.1 | $349k | -3% | 1.0k | 349.00 | |
| Illinois Tool Wks Stock (ITW) | 0.1 | $343k | -4% | 1.6k | 209.15 | |
| At&t Stock (T) | 0.1 | $342k | -8% | 15k | 23.66 | |
| Broadridge Finl Solutions Stock (BR) | 0.1 | $341k | -9% | 2.2k | 155.71 | |
| Archer Daniels Midland Stock (ADM) | 0.1 | $340k | -2% | 3.8k | 90.26 | |
| Target Corp Stock (TGT) | 0.1 | $312k | -2% | 1.5k | 212.53 | |
| 3M Stock (MMM) | 0.1 | $311k | -8% | 2.1k | 148.80 | |
| Inmode Stock (INMD) | 0.1 | $310k | 8.4k | 36.90 | ||
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $305k | -14% | 3.0k | 100.49 | |
| Enterprise Prods Partners Stock (EPD) | 0.1 | $305k | 12k | 25.85 | ||
| Casella Waste Sys Inc Cl A Stock (CWST) | 0.1 | $298k | 3.4k | 87.65 | ||
| Jacobs Engr Group Stock (J) | 0.1 | $295k | 2.1k | 137.59 | ||
| Ameren Corp Stock (AEE) | 0.1 | $295k | 3.2k | 93.65 | ||
| Ishares Russell 1000 Etf Etf (IWB) | 0.1 | $295k | -4% | 1.2k | 250.21 | |
| Raytheon Technologies Corp Stock (RTX) | 0.1 | $294k | -40% | 3.0k | 99.09 | |
| Adobe Systems Incorporated Stock (ADBE) | 0.1 | $291k | -30% | 638.00 | 456.11 | |
| Philip Morris Intl Stock (PM) | 0.1 | $290k | -13% | 3.1k | 93.94 | |
| Goldman Sachs Group Stock (GS) | 0.1 | $281k | -4% | 851.00 | 330.20 | |
| Prologis Reit (PLD) | 0.1 | $274k | -6% | 1.7k | 161.27 | |
| Neogen Corp Stock (NEOG) | 0.0 | $264k | 8.5k | 30.88 | ||
| Dt Midstream Stock (DTM) | 0.0 | $262k | -5% | 4.8k | 54.29 | |
| Ishares Russell 3000 Etf Etf (IWV) | 0.0 | $262k | -3% | 997.00 | 262.79 | |
| Qualcomm Stock (QCOM) | 0.0 | $257k | +29% | 1.7k | 153.07 | |
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.0 | $256k | +85% | 4.8k | 53.31 | |
| Invesco S&p 500 Low Volatility Etf Etf (SPLV) | 0.0 | $252k | -15% | 3.8k | 67.20 | |
| Clorox Co Del Stock (CLX) | 0.0 | $251k | 1.8k | 139.14 | ||
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.0 | $250k | +3% | 2.4k | 105.66 | |
| Eaton Corp Stock (ETN) | 0.0 | $250k | 1.7k | 151.42 | ||
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $250k | -38% | 1.1k | 227.27 | |
| Kellogg Stock (K) | 0.0 | $250k | -4% | 3.9k | 64.52 | |
| Vanguard Health Care Index Fund Etf (VHT) | 0.0 | $246k | +5% | 969.00 | 253.87 | |
| Huntington Bancshares Stock (HBAN) | 0.0 | $245k | -2% | 17k | 14.65 | |
| Dover Corp Stock (DOV) | 0.0 | $244k | -2% | 1.6k | 156.81 | |
| Deere & Co Stock (DE) | 0.0 | $242k | -11% | 582.00 | 415.81 | |
| First Trust Large Cap Core Alphadex Fund Etf (FEX) | 0.0 | $236k | 2.7k | 88.42 | ||
| First Trust Managed Municipal Etf Etf (FMB) | 0.0 | $233k | 4.4k | 53.17 | ||
| Altria Group Stock (MO) | 0.0 | $227k | -16% | 4.3k | 52.36 | |
| Ishares Morningstar Mid-cap Value Etf Etf (IMCV) | 0.0 | $227k | 3.3k | 68.79 | ||
| Delta Air Lines Inc Del Stock (DAL) | 0.0 | $226k | +16% | 5.7k | 39.52 | |
| Bk Of America Corp Stock (BAC) | 0.0 | $225k | -50% | 5.4k | 41.29 | |
| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $224k | -33% | 1.7k | 128.22 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $221k | 2.1k | 104.39 | ||
| Fortinet Stock (FTNT) | 0.0 | $219k | -3% | 641.00 | 341.65 | |
| Dimensional U.s. Core Equity 2 Etf Etf (DFAC) | 0.0 | $219k | 7.9k | 27.57 | ||
| Halliburton Stock (HAL) | 0.0 | $216k | -42% | 5.7k | 37.93 | |
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $216k | +100% | 4.0k | 53.89 | |
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.0 | $216k | -10% | 1.7k | 125.14 | |
| Sun Cmntys Reit (SUI) | 0.0 | $215k | +141% | 1.2k | 174.94 | |
| Credit Accep Corp Mich Stock (CACC) | 0.0 | $213k | 387.00 | 550.39 | ||
| Broadcom Stock (AVGO) | 0.0 | $196k | -40% | 311.00 | 630.23 | |
| Lauder Estee Cos Inc Cl A Stock (EL) | 0.0 | $196k | -6% | 719.00 | 272.60 | |
| Millerknoll Stock (MLKN) | 0.0 | $195k | 5.7k | 34.50 | ||
| Cincinnati Finl Corp Stock (CINF) | 0.0 | $194k | -22% | 1.4k | 135.85 | |
| Ishares U.s. Healthcare Etf Etf (IYH) | 0.0 | $193k | 667.00 | 289.36 | ||
| Upstart Hldgs Stock (UPST) | 0.0 | $193k | +783% | 1.8k | 109.29 | |
| Ishares Msci Eafe Value Etf Etf (EFV) | 0.0 | $193k | NEW | 3.8k | 50.37 | |
| Lowes Cos Stock (LOW) | 0.0 | $191k | -35% | 946.00 | 201.90 | |
| Fifth Third Bancorp Stock (FITB) | 0.0 | $189k | -9% | 4.4k | 42.94 | |
| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $185k | +164% | 2.4k | 76.29 | |
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.0 | $183k | 1.8k | 102.46 | ||
| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $176k | 1.7k | 103.29 | ||
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.0 | $174k | -24% | 2.3k | 76.25 | |
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $171k | -12% | 1.0k | 171.00 | |
| Csx Corp Stock (CSX) | 0.0 | $169k | -7% | 4.5k | 37.55 | |
| Bristol-myers Squibb Stock (BMY) | 0.0 | $165k | -6% | 2.3k | 72.85 | |
| Lululemon Athletica Stock (LULU) | 0.0 | $164k | 450.00 | 364.44 | ||
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.0 | $164k | -6% | 2.4k | 69.37 | |
| Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ) | 0.0 | $164k | NEW | 9.4k | 17.51 | |
| Vanguard Mid-cap Growth Index Fund Etf (VOT) | 0.0 | $162k | -39% | 727.00 | 222.83 | |
| Servicenow Stock (NOW) | 0.0 | $158k | -9% | 284.00 | 556.34 | |
| Paypal Hldgs Stock (PYPL) | 0.0 | $157k | -21% | 1.4k | 115.36 | |
| Technology Select Sector Spdr Fund Etf (XLK) | 0.0 | $154k | -5% | 966.00 | 159.42 | |
| Tjx Cos Stock (TJX) | 0.0 | $153k | -9% | 2.5k | 60.76 | |
| Tyson Foods Inc Cl A Stock (TSN) | 0.0 | $151k | -2% | 1.7k | 89.51 | |
| Medtronic Stock (MDT) | 0.0 | $151k | -15% | 1.4k | 110.62 | |
| Andersons Stock (ANDE) | 0.0 | $151k | 3.0k | 50.33 | ||
| General Dynamics Corp Stock (GD) | 0.0 | $150k | -14% | 622.00 | 241.16 | |
| Parker-hannifin Corp Stock (PH) | 0.0 | $150k | -17% | 529.00 | 283.55 | |
| Corning Stock (GLW) | 0.0 | $147k | -2% | 4.0k | 36.93 | |
| Duke Energy Corp Stock (DUK) | 0.0 | $146k | -17% | 1.3k | 111.28 | |
| Smiledirectclub Inc Cl A Stock (SDC) | 0.0 | $145k | -35% | 56k | 2.58 | |
| L3harris Technologies Stock (LHX) | 0.0 | $145k | +170% | 585.00 | 247.86 | |
| Vanguard Total World Stock Index Fund Etf (VT) | 0.0 | $144k | 1.4k | 101.48 | ||
| Paychex Stock (PAYX) | 0.0 | $143k | -14% | 1.0k | 136.45 | |
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $142k | -11% | 898.00 | 158.13 | |
| Rpm Intl Stock (RPM) | 0.0 | $140k | 1.7k | 81.30 | ||
| Diamondback Energy Stock (FANG) | 0.0 | $138k | +3% | 1.0k | 137.45 | |
| Vanguard Financials Index Fund Etf (VFH) | 0.0 | $138k | +71% | 1.5k | 93.12 | |
| Ark Innovation Etf Etf (ARKK) | 0.0 | $136k | +290% | 2.0k | 66.44 | |
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $135k | 1.5k | 90.00 | ||
| Texas Instrs Stock (TXN) | 0.0 | $135k | -35% | 738.00 | 182.93 | |
| Intuitive Surgical Stock (ISRG) | 0.0 | $133k | -12% | 441.00 | 301.59 | |
| Oneok Stock (OKE) | 0.0 | $131k | -2% | 1.9k | 70.47 | |
| Eaton Vance Tax-managed Global Cef (EXG) | 0.0 | $130k | NEW | 13k | 9.69 | |
| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $129k | +29% | 2.2k | 59.75 | |
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $128k | -48% | 217.00 | 589.86 | |
| Aflac Stock (AFL) | 0.0 | $123k | -7% | 1.9k | 64.60 | |
| Canadian Imp Bk Comm Stock (CM) | 0.0 | $117k | 964.00 | 121.37 | ||
| Financial Select Sector Spdr Fund Etf (XLF) | 0.0 | $114k | -42% | 3.0k | 38.45 | |
| Topbuild Corp Stock (BLD) | 0.0 | $114k | 629.00 | 181.24 | ||
| Salisbury Bancorp Stock (SAL) | 0.0 | $114k | 2.0k | 56.77 | ||
| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $113k | -22% | 529.00 | 213.61 | |
| Trane Technologies Stock (TT) | 0.0 | $111k | -28% | 729.00 | 152.26 | |
| Salesforce Stock (CRM) | 0.0 | $110k | -31% | 520.00 | 211.54 | |
| Flexshares Global Upstream Natural Resources Index Fund Etf (GUNR) | 0.0 | $110k | +84% | 2.4k | 46.63 | |
| American Airls Group Stock (AAL) | 0.0 | $110k | -5% | 6.1k | 18.18 | |
| Mgm Resorts International Stock (MGM) | 0.0 | $109k | -4% | 2.6k | 41.92 | |
| Docusign Stock (DOCU) | 0.0 | $109k | +2% | 1.0k | 106.86 | |
| Morgan Stanley Stock (MS) | 0.0 | $108k | +19% | 1.2k | 87.24 | |
| American Express Stock (AXP) | 0.0 | $108k | -6% | 576.00 | 187.50 | |
| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.0 | $108k | +28% | 583.00 | 185.25 | |
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $107k | -16% | 317.00 | 337.54 | |
| Fortive Corp Stock (FTV) | 0.0 | $104k | -3% | 1.7k | 61.00 | |
| Idacorp Stock (IDA) | 0.0 | $104k | 900.00 | 115.56 | ||
| Sysco Corp Stock (SYY) | 0.0 | $104k | -16% | 1.3k | 81.57 | |
| Grainger W W Stock (GWW) | 0.0 | $103k | -5% | 200.00 | 515.00 | |
| Allstate Corp Stock (ALL) | 0.0 | $103k | -11% | 742.00 | 138.81 | |
| Macatawa Bk Corp Stock (MCBC) | 0.0 | $102k | 11k | 8.99 | ||
| Royal Bk Cda Stock (RY) | 0.0 | $102k | 922.00 | 110.63 | ||
| Dominion Energy Stock (D) | 0.0 | $98k | -12% | 1.2k | 85.00 | |
| Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM) | 0.0 | $96k | 1.8k | 54.76 | ||
| Jpmorgan Alerian Mlp Index Etn Etf (AMJ) | 0.0 | $95k | 4.5k | 20.93 | ||
| North European Oil Rty Tr Sh Ben Int Stock (NRT) | 0.0 | $95k | 5.9k | 16.01 | ||
| First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) | 0.0 | $94k | 1.9k | 49.14 | ||
| Blackrock Stock (BLK) | 0.0 | $94k | -28% | 123.00 | 764.23 | |
| Motorola Solutions Stock (MSI) | 0.0 | $93k | -13% | 384.00 | 242.19 | |
| Colgate Palmolive Stock (CL) | 0.0 | $91k | -13% | 1.2k | 75.46 | |
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $91k | -11% | 1.1k | 79.20 | |
| Alto Ingredients Stock (ALTO) | 0.0 | $89k | 13k | 6.85 | ||
| Enbridge Stock (ENB) | 0.0 | $89k | 1.9k | 45.97 | ||
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.0 | $89k | +5% | 884.00 | 100.68 | |
| Ishares S&p 100 Etf Etf (OEF) | 0.0 | $88k | -2% | 423.00 | 208.04 | |
| Global X Cybersecurity Etf Etf (BUG) | 0.0 | $88k | NEW | 2.8k | 31.54 | |
| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.0 | $86k | +208% | 1.8k | 47.25 | |
| Omnicom Group Stock (OMC) | 0.0 | $85k | -5% | 1.0k | 85.00 | |
| Industrial Select Sector Spdr Fund Etf (XLI) | 0.0 | $84k | +166% | 820.00 | 102.44 | |
| General Electric Stock (GE) | 0.0 | $83k | -35% | 904.00 | 91.81 | |
| Southern Stock (SO) | 0.0 | $82k | -18% | 1.1k | 72.89 | |
| Bank Nova Scotia B C Stock (BNS) | 0.0 | $82k | 1.1k | 72.12 |
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 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
- 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