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

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.

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

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