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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, IWP, VEA, AVUV, and represent 82.04% of Plante Moran Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IWP (+$194M), AVUV (+$140M), VXF (+$42M), VOO (+$13M), VEA, VUG, IWF, VGT, VTI, MUB.
Started 941 new stock positions in ROCK, SEZL, NMR, SPTB, CHWY, PSMT, NBIS, CVI, CCOI, SHAK.
Reduced shares in these 10 stocks: VV (-$5.4M), VBR, , SCHM, BMOP, AAPL, JNJ, TD, BHB, JPM.
Sold out of its positions in BMOP, BLDP, BHB, BDJ, BINC, CNNE, Carnival Corporation, CLX, XCEM, CEFZ.
Plante Moran Financial Advisors was a net buyer of stock by $388M.
Plante Moran Financial Advisors has $2.1B in assets under management (AUM), dropping by 39.05%.
Central Index Key (CIK): 0001424717

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Portfolio Holdings for Plante Moran Financial Advisors

Plante Moran Financial Advisors holds 1589 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Plante Moran Financial Advisors has 1589 total positions. Only the first 250 positions are shown.

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Download the Plante Moran Financial Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	47.2	$1.0B		1.5M	686.81	View chart
Vanguard Extended Market Etf Etf (VXF)	11.5	$247M	+20%	1.0M	246.21	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	9.0	$194M	+556460%	1.3M	146.41	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.8	$168M	+2%	2.4M	71.25	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	6.5	$140M	+278286%	1.1M	124.76	View chart
Vanguard Large-cap Etf Etf (VV)	4.3	$93M	-5%	271k	343.91	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.3	$28M	-11%	116k	242.99	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.2	$26M	+4%	237k	107.62	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.0	$22M	-2%	30k	746.76	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	1.0	$21M	-6%	566k	36.87	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.7	$16M	-2%	313k	50.39	View chart
Apple Stock (AAPL)	0.6	$13M	-8%	45k	289.36	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$11M	+4%	15k	748.90	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$8.9M	+14%	24k	370.04	View chart
Microsoft Corp Stock (MSFT)	0.2	$5.1M	-9%	14k	373.01	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$4.0M	+508%	46k	86.14	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$3.6M	+29%	7.3k	500.39	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$3.6M	+10%	4.8k	736.45	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$3.4M		9.6k	357.35	View chart
Amazon Stock (AMZN)	0.1	$3.2M	-4%	13k	238.34	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$2.6M	+295%	21k	124.17	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$2.5M	-5%	7.2k	353.34	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$2.4M	-18%	7.3k	327.33	View chart
Johnson & Johnson Stock (JNJ)	0.1	$2.3M	-34%	8.9k	253.98	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.9M	+9%	18k	103.88	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.8M		12k	158.03	View chart
Dte Energy Stock (DTE)	0.1	$1.8M	+4%	12k	152.37	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$1.8M		33k	54.03	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.5M	+746%	13k	119.52	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$1.5M	-10%	8.0k	190.51	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$1.4M	+32%	49k	29.43	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.4M	-2%	4.6k	303.11	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.4M	+324%	17k	80.57	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.4M	-25%	4.5k	306.30	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.3M	-12%	1.4k	935.30	View chart
Vanguard Value Etf Etf (VTV)	0.1	$1.3M	+76%	5.9k	217.93	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.3M	-9%	3.5k	365.75	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$1.3M		12k	102.81	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.2M	-4%	8.3k	148.31	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.2M	+4%	10k	118.99	View chart
Pepsico Stock (PEP)	0.1	$1.2M	-8%	8.9k	135.39	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$1.2M	-3%	10k	117.50	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.2M		2.1k	563.31	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$1.2M		22k	55.01	View chart
Broadcom Stock (AVGO)	0.1	$1.1M	+29%	2.9k	377.76	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.1M	-2%	35k	31.71	View chart
Nvidia Corporation Stock (NVDA)	0.1	$1.1M	-15%	5.4k	200.10	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$1.1M	-7%	14k	77.11	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$1.1M		9.5k	110.32	View chart
Procter & Gamble Stock (PG)	0.0	$1.0M	+5%	7.1k	146.65	View chart
Exxonmobil Holdings Corp Stock	0.0	$1.0M	NEW	7.6k	136.73	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$1.0M		7.4k	137.53	View chart
Eli Lilly & Co Stock (LLY)	0.0	$1.0M	-12%	839.00	1199.25	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$1.0M		4.1k	242.44	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$982k		2.6k	370.55	View chart
Flexshares Morningstar Us Market Factor Tilt Index Fund Etf (TILT)	0.0	$977k		3.5k	276.07	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$881k	+5%	2.9k	300.50	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$877k	-5%	13k	69.90	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$837k	+25%	30k	27.70	View chart
International Business Machs Stock (IBM)	0.0	$836k		3.0k	281.22	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$820k		15k	55.93	View chart
Stryker Corporation Stock (SYK)	0.0	$818k	-5%	2.6k	314.84	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$810k	+4%	2.0k	409.50	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$792k	-13%	3.3k	236.61	View chart
Cisco Sys Stock (CSCO)	0.0	$787k	-2%	6.7k	117.46	View chart
Applied Matls Stock (AMAT)	0.0	$786k	+1032%	1.1k	722.99	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$782k	+28%	15k	52.76	View chart
Home Depot Stock (HD)	0.0	$775k	-16%	2.2k	352.63	View chart
Amgen Stock (AMGN)	0.0	$764k		2.1k	362.10	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$755k	+55%	9.9k	76.55	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$750k		3.3k	227.06	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.0	$749k		1.00	748850.00	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$696k		989.00	703.34	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$684k	-17%	4.2k	164.27	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$682k		5.0k	136.68	View chart
Ge Aerospace Stock (GE)	0.0	$674k	+3%	1.8k	373.79	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$643k	-30%	19k	33.84	View chart
Ishares Gold Trust Etf (IAU)	0.0	$643k	+59%	8.5k	75.51	View chart
Ge Vernova Stock (GEV)	0.0	$634k	+81%	540.00	1173.80	View chart
Oracle Corp Stock (ORCL)	0.0	$633k	-16%	4.3k	146.55	View chart
Dt Midstream Stock (DTM)	0.0	$625k	-2%	4.3k	146.73	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$624k		3.5k	178.60	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.0	$623k		9.8k	63.85	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$598k	-16%	6.8k	87.88	View chart
Disney Walt Stock (DIS)	0.0	$596k		6.2k	96.25	View chart
Abbvie Stock (ABBV)	0.0	$593k	-19%	2.4k	251.60	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$554k		2.6k	212.77	View chart
Cms Energy Corp Stock (CMS)	0.0	$547k		7.2k	76.50	View chart
Danaher Corp Del Stock (DHR)	0.0	$541k		2.8k	190.48	View chart
Kla Corp Stock (KLAC)	0.0	$534k	+767%	1.8k	301.74	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$533k		1.6k	331.69	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$531k	+73%	17k	31.10	View chart
Union Pac Corp Stock (UNP)	0.0	$513k	-17%	1.9k	272.00	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$503k	+118%	4.0k	124.42	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$487k	+18%	17k	28.96	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$479k	+3%	5.7k	83.74	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$476k	-30%	2.4k	197.60	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$475k	-3%	1.7k	273.63	View chart
Advanced Micro Devices Stock (AMD)	0.0	$475k	+177%	817.00	580.91	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$473k	-9%	5.5k	85.50	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$456k		3.0k	152.18	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$433k		3.1k	139.87	View chart
Nextera Energy Stock (NEE)	0.0	$430k	+15%	4.9k	87.76	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$424k		1.7k	252.23	View chart
Walmart Stock (WMT)	0.0	$420k	-37%	3.7k	113.26	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$419k		1.9k	221.20	View chart
Ww Grainger Stock (GWW)	0.0	$418k		307.00	1360.40	View chart
Chevron Corporation Stock (CVX)	0.0	$399k	-23%	2.4k	165.76	View chart
Spdr Gold Shares Etf (GLD)	0.0	$390k	+4%	1.1k	368.38	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$382k	-5%	4.0k	96.59	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$376k	+1973%	788.00	477.47	View chart
Fortinet Stock (FTNT)	0.0	$373k	-15%	2.4k	153.62	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$358k	+80%	3.7k	95.61	View chart
Qualcomm Stock (QCOM)	0.0	$358k	+2%	1.9k	184.76	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$357k		2.3k	156.30	View chart
Southern Stock (SO)	0.0	$351k	-12%	3.7k	95.71	View chart
Ford Mtr Stock (F)	0.0	$347k	+6%	25k	13.90	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$346k		7.8k	44.36	View chart
Mcdonalds Corp Stock (MCD)	0.0	$345k	-12%	1.3k	270.28	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$342k	+86%	448.00	763.14	View chart
Tesla Stock (TSLA)	0.0	$317k	-15%	754.00	420.68	View chart
Intel Corp Stock (INTC)	0.0	$317k	-34%	2.3k	139.60	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$316k		3.5k	91.38	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$304k		5.9k	51.37	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$303k		1.8k	164.60	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$301k		3.7k	81.95	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$299k	-16%	987.00	302.97	View chart
Invesco S&p International Developed Momentum Etf Etf (IDMO)	0.0	$298k	NEW	4.9k	60.29	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$295k		1.3k	219.47	View chart
Global X Nasdaq 100 Covered Call Etf Etf (QYLD)	0.0	$294k	NEW	16k	18.43	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$293k		11k	27.05	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$287k	-26%	5.1k	55.77	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$286k	-26%	548.00	522.39	View chart
Visa Inc Com Cl A Stock (V)	0.0	$285k	-7%	829.00	343.23	View chart
Corning Stock (GLW)	0.0	$284k	-39%	1.1k	255.43	View chart
Netflix Stock (NFLX)	0.0	$282k	+11%	4.0k	71.40	View chart
American Express Stock (AXP)	0.0	$281k	-8%	831.00	338.25	View chart
Texas Instrs Stock (TXN)	0.0	$273k	+124%	917.00	298.00	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$273k	+2%	531.00	513.76	View chart
Manulife Finl Corp Stock (MFC)	0.0	$270k		6.7k	40.51	View chart
Pfizer Stock (PFE)	0.0	$269k	+7%	11k	24.08	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$264k	-5%	2.6k	103.22	View chart
Unitedhealth Group Stock (UNH)	0.0	$259k	-17%	623.00	415.48	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$257k		3.1k	82.34	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$255k		2.8k	92.27	View chart
Deere & Co Stock (DE)	0.0	$246k	-48%	387.00	634.35	View chart
Rtx Corporation Stock (RTX)	0.0	$245k	-30%	1.3k	189.73	View chart
Parker-hannifin Corp Stock (PH)	0.0	$243k	-36%	248.00	978.12	View chart
Abbott Laboratories Stock (ABT)	0.0	$242k	-35%	2.7k	90.73	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$241k	+439%	367.00	655.89	View chart
Lowes Cos Stock (LOW)	0.0	$238k	-36%	1.1k	220.50	View chart
Automatic Data Processing Stock (ADP)	0.0	$237k		1.1k	224.02	View chart
American Elec Pwr Stock (AEP)	0.0	$236k	-49%	1.7k	136.81	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$235k		597.00	393.96	View chart
Eaton Corp Stock (ETN)	0.0	$231k	-54%	542.00	426.32	View chart
Palo Alto Networks Stock (PANW)	0.0	$229k	+45%	671.00	341.02	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$224k		3.3k	67.01	View chart
Micron Technology Stock (MU)	0.0	$222k	+1180%	192.00	1154.29	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$220k	NEW	3.9k	56.48	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$213k	+230%	6.4k	33.29	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$206k		3.6k	56.52	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$206k		1.3k	156.95	View chart
Relay Therapeutics Stock (RLAY)	0.0	$203k		11k	18.71	View chart
Archer Daniels Midland Stock (ADM)	0.0	$203k	+17%	2.7k	76.40	View chart
Yum Brands Stock (YUM)	0.0	$202k		1.3k	159.91	View chart
Arrow Finl Corp Stock (AROW)	0.0	$201k		4.9k	40.99	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$197k	+826%	2.9k	68.41	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$197k	+355%	574.00	343.02	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$196k	-29%	5.4k	36.13	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$192k		636.00	301.03	View chart
Caterpillar Stock (CAT)	0.0	$191k	-60%	179.00	1064.90	View chart
Andersons Stock (ANDE)	0.0	$189k		2.8k	68.40	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$182k	+66%	4.8k	38.06	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$179k	-46%	3.2k	56.37	View chart
Exelon Corp Stock (EXC)	0.0	$179k	NEW	3.8k	46.62	View chart
Tjx Cos Stock (TJX)	0.0	$178k	-20%	1.2k	151.50	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$177k	+423%	89.00	1989.44	View chart
Public Storage Reit (PSA)	0.0	$177k	+2%	555.00	318.31	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$171k	+400%	6.2k	27.41	View chart
Wells Fargo & Co Stock (WFC)	0.0	$169k	-49%	2.0k	82.64	View chart
Arista Networks Stock (ANET)	0.0	$168k	+10888%	989.00	169.84	View chart
Merck & Co Stock (MRK)	0.0	$166k	-21%	1.3k	128.50	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$166k		453.00	365.78	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$165k	+9%	1.0k	158.66	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.0	$165k		572.00	287.68	View chart
Arm Holdings Adr (ARM)	0.0	$162k		458.00	354.61	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$162k		1.7k	96.56	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$160k	-23%	2.1k	75.79	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$158k		2.8k	56.98	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$157k		368.00	426.40	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.0	$156k	NEW	1.9k	81.06	View chart
Huntington Bancshares Stock (HBAN)	0.0	$155k		8.7k	17.73	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$153k	NEW	1.6k	98.20	View chart
Csx Corp Stock (CSX)	0.0	$153k		3.2k	47.53	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$151k		1.6k	96.97	View chart
State Street Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$150k		1.8k	85.67	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$150k	+194%	1.9k	80.82	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$150k	+87%	7.8k	19.12	View chart
Idacorp Stock (IDA)	0.0	$149k	-7%	983.00	151.30	View chart
Nbt Bancorp Stock (NBTB)	0.0	$148k		3.0k	49.37	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$147k	-44%	1.3k	117.28	View chart
Sony Group Corp Adr (SONY)	0.0	$146k		7.3k	20.06	View chart
General Mtrs Stock (GM)	0.0	$146k		1.9k	77.08	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.0	$145k	NEW	1.3k	115.98	View chart
Ishares Silver Trust Etf (SLV)	0.0	$145k	-3%	2.7k	53.47	View chart
Conocophillips Stock (COP)	0.0	$144k		1.4k	103.98	View chart
Axon Enterprise Stock (AXON)	0.0	$142k	+5%	253.00	560.61	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$135k	-38%	269.00	501.36	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$134k		3.2k	41.43	View chart
Oil Dri Corp Amer Stock (ODC)	0.0	$134k		1.3k	102.21	View chart
L3harris Technologies Stock (LHX)	0.0	$134k		460.00	290.59	View chart
Hubbell Stock (HUBB)	0.0	$133k		255.00	523.20	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$130k	+245%	1.6k	82.83	View chart
Intuitive Surgical Stock (ISRG)	0.0	$129k		325.00	397.68	View chart
Goldman Sachs Group Stock (GS)	0.0	$129k	-43%	127.00	1014.33	View chart
Qnity Electronics Stock (Q)	0.0	$128k		781.00	163.31	View chart
Valero Energy Corp Stock (VLO)	0.0	$126k		485.00	260.44	View chart
Leidos Holdings Stock (LDOS)	0.0	$126k		1.2k	102.97	View chart
Honeywell Intl Stock (HON)	0.0	$124k	NEW	554.00	223.90	View chart
Vanguard S&p Mid-cap 400 Etf Etf (IVOO)	0.0	$124k		950.00	130.40	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$124k	NEW	2.4k	50.57	View chart
Honeywell Aerospace Stock (HONA)	0.0	$123k	NEW	554.00	221.08	View chart
Aflac Stock (AFL)	0.0	$121k	+20%	1.0k	117.25	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$119k	+6%	2.0k	59.69	View chart
Illinois Tool Wks Stock (ITW)	0.0	$119k	-21%	441.00	270.47	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$119k		1.6k	75.64	View chart
Marathon Pete Corp Stock (MPC)	0.0	$118k		463.00	255.67	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$118k	+83%	1.0k	114.18	View chart
Stellar Bancorp Stock	0.0	$117k		3.0k	39.32	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$116k	+900%	400.00	290.51	View chart
Nokia Corp Adr (NOK)	0.0	$116k	+11%	8.7k	13.28	View chart
Keysight Technologies Stock (KEYS)	0.0	$115k		327.00	350.07	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$112k	+20%	591.00	190.25	View chart
Wisdomtree Quantum Computing Fund Etf (WQTM)	0.0	$112k	NEW	3.0k	37.81	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$112k		635.00	176.65	View chart
Wintrust Finl Corp Stock (WTFC)	0.0	$110k		686.00	160.72	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.0	$109k		2.4k	45.44	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$107k		1.8k	57.62	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$104k		2.2k	47.21	View chart
Allstate Corp Stock (ALL)	0.0	$103k	-67%	431.00	237.94	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.0	$103k	NEW	2.1k	48.56	View chart
Alger Concentrated Equity Etf Etf (CNEQ)	0.0	$102k	NEW	2.5k	41.27	View chart
Constellation Energy Corp Stock (CEG)	0.0	$102k	NEW	410.00	248.37	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$102k		549.00	185.38	View chart
T. Rowe Price Blue Chip Growth Etf Etf (TCHP)	0.0	$102k		2.0k	50.09	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$101k		1.1k	90.79	View chart
Corteva Stock (CTVA)	0.0	$100k		1.2k	84.69	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.0	$100k	NEW	750.00	133.25	View chart
Roundhill Memory Etf Etf	0.0	$98k	NEW	1.3k	73.85	View chart
Blackstone Stock (BX)	0.0	$97k	+7%	826.00	117.67	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 Q2 filed Aug. 6, 2026
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

View all past filings

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