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, SYK, YUM, AAPL, YUMC, and represent 42.11% of Plante Moran Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$12M), VOO (+$6.9M), VEA, MRK, CMS, VXF, IVV, V, SPGI, TSLA.
- Started 194 new stock positions in FCVT, UNIT, NCLH, ALNY, CLIR, Rocket Cos, AME, EVV, DVOL, FTXR.
- Reduced shares in these 10 stocks: VBR, SLV, DTE, SDC, PEP, YUM, SPY, PPLT, LUV, FITB.
- Sold out of its positions in AMCX, PPLT, APHA, ADSK, BANR, BMRA, BTAI, BGGSQ, Callon Pete Co Del Com Stk, CGC.
- Plante Moran Financial Advisors was a net buyer of stock by $22M.
- Plante Moran Financial Advisors has $285M in assets under management (AUM), dropping by 13.57%.
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Portfolio Holdings for Plante Moran Financial Advisors
Companies in the Plante Moran Financial Advisors portfolio as of the September 2020 quarterly 13F filing
Plante Moran Financial Advisors has 906 total positions. Only the first 250 positions are shown.
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- Download the Plante Moran Financial Advisors September 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pepsico Stock (PEP) | 18.7 | $53M | 384k | 138.60 | ||
| Stryker Corp Stock (SYK) | 8.5 | $24M | 116k | 208.37 | ||
| Yum Brands Stock (YUM) | 6.2 | $18M | -4% | 193k | 91.30 | |
| Apple Stock (AAPL) | 5.2 | $15M | +342% | 128k | 115.81 | |
| Yum China Hldgs Stock (YUMC) | 3.5 | $10M | -3% | 190k | 52.95 | |
| Vanguard S&p 500 Etf Etf (VOO) | 3.2 | $9.2M | +301% | 30k | 307.64 | |
| Spdr S&p 500 Etf Etf (SPY) | 3.2 | $9.1M | -8% | 27k | 334.90 | |
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 2.5 | $7.0M | 22.00 | 320000.00 | ||
| Microsoft Corp Stock (MSFT) | 2.4 | $6.9M | +2% | 33k | 210.34 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 2.0 | $5.6M | +10% | 17k | 336.06 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.3 | $3.6M | 17k | 212.91 | ||
| Amazon Stock (AMZN) | 1.1 | $3.1M | +12% | 991.00 | 3148.34 | |
| Vanguard Growth Index Fund Etf (VUG) | 1.1 | $3.1M | -3% | 14k | 227.60 | |
| Spdr Gold Shares Etf (GLD) | 0.9 | $2.6M | +4% | 15k | 177.11 | |
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| Merck & Co Stock (MRK) | 0.9 | $2.5M | +304% | 31k | 82.95 | |
| Northrop Grumman Corp Stock (NOC) | 0.9 | $2.5M | 7.9k | 315.46 | ||
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.8 | $2.3M | -17% | 29k | 79.64 | |
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.8 | $2.3M | +800% | 56k | 40.91 | |
| Visa Inc Com Cl A Stock (V) | 0.8 | $2.2M | +23% | 11k | 199.96 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.7 | $2.1M | -3% | 9.6k | 216.90 | |
| Globe Life Stock (GL) | 0.7 | $1.9M | 23k | 79.91 | ||
| Procter And Gamble Stock (PG) | 0.6 | $1.8M | -3% | 13k | 138.98 | |
| Johnson & Johnson Stock (JNJ) | 0.6 | $1.8M | -11% | 12k | 148.84 | |
| Exxon Mobil Corp Stock (XOM) | 0.6 | $1.7M | 49k | 34.33 | ||
| Brown Forman Corp Cl B Stock (BF.B) | 0.6 | $1.6M | 21k | 75.32 | ||
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.6 | $1.6M | +2% | 1.1k | 1465.20 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $1.6M | +16% | 1.1k | 1469.81 | |
| Cms Energy Corp Stock (CMS) | 0.5 | $1.5M | +693% | 25k | 61.43 | |
| Home Depot Stock (HD) | 0.5 | $1.5M | -6% | 5.4k | 277.74 | |
| Abbott Labs Stock (ABT) | 0.5 | $1.4M | +6% | 12k | 108.87 | |
| Vanguard Small-cap Growth Index Fund Etf (VBK) | 0.4 | $1.3M | -3% | 6.0k | 214.92 | |
| Vanguard Dividend Appreciation Index Fund Etf (VIG) | 0.4 | $1.3M | 9.8k | 128.62 | ||
| Vanguard Extended Market Index Fund Etf (VXF) | 0.4 | $1.2M | +737% | 9.3k | 129.69 | |
| Intel Corp Stock (INTC) | 0.4 | $1.1M | 22k | 51.76 | ||
| Dte Energy Stock (DTE) | 0.4 | $1.1M | -51% | 9.8k | 115.05 | |
| Vanguard Information Technology Index Fund Etf (VGT) | 0.4 | $1.1M | 3.4k | 311.56 | ||
| Abbvie Stock (ABBV) | 0.4 | $1.1M | +5% | 12k | 87.58 | |
| Ishares S&p 100 Etf Etf (OEF) | 0.4 | $1.1M | -4% | 6.8k | 155.88 | |
| Pfizer Stock (PFE) | 0.4 | $1.1M | -4% | 29k | 36.71 | |
| Ishares Russell Mid-cap Etf Etf (IWR) | 0.4 | $1.0M | -3% | 18k | 57.38 | |
| Disney Walt Co Com Disney Stock (DIS) | 0.4 | $1.0M | +39% | 8.2k | 124.13 | |
| Ishares S&p Midcap Fund Etf (IJH) | 0.3 | $995k | -10% | 5.4k | 185.36 | |
| Jpmorgan Chase & Co Stock (JPM) | 0.3 | $953k | +2% | 9.9k | 96.26 | |
| Brown Forman Corp Cl A Stock (BF.A) | 0.3 | $921k | 13k | 68.71 | ||
| Automatic Data Processing Stock (ADP) | 0.3 | $867k | 6.2k | 139.46 | ||
| Invesco Ftse Rafi Us 1000 Etf Etf (PRF) | 0.3 | $854k | -2% | 7.5k | 113.76 | |
| Mastercard Inc Cl A Stock (MA) | 0.3 | $848k | +5% | 2.5k | 337.98 | |
| Jetblue Awys Corp Stock (JBLU) | 0.3 | $844k | 75k | 11.33 | ||
| Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $806k | +27% | 17k | 46.25 | |
| Vanguard Total Stock Market Index Fund Etf (VTI) | 0.3 | $749k | +38% | 4.4k | 170.34 | |
| Chevron Corp Stock (CVX) | 0.3 | $740k | +21% | 10k | 72.01 | |
| Spdr S&p Dividend Etf Etf (SDY) | 0.3 | $736k | 8.0k | 92.39 | ||
| Costco Whsl Corp Stock (COST) | 0.3 | $732k | +6% | 2.1k | 354.82 | |
| Mcdonalds Corp Stock (MCD) | 0.3 | $715k | -8% | 3.3k | 219.46 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $708k | 11k | 63.69 | ||
| Ishares Russell 2000 Etf Etf (IWM) | 0.2 | $696k | +5% | 4.6k | 149.77 | |
| Amgen Stock (AMGN) | 0.2 | $694k | 2.7k | 254.12 | ||
| Toronto Dominion Bk Ont Stock (TD) | 0.2 | $677k | -2% | 15k | 46.27 | |
| Vanguard Small-cap Value Index Fund Etf (VBR) | 0.2 | $670k | -85% | 6.1k | 110.62 | |
| International Business Machs Stock (IBM) | 0.2 | $651k | +11% | 5.4k | 121.64 | |
| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.2 | $634k | -2% | 13k | 50.11 | |
| Walmart Stock (WMT) | 0.2 | $613k | +2% | 4.4k | 139.83 | |
| 3M Stock (MMM) | 0.2 | $576k | 3.6k | 160.22 | ||
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.2 | $574k | -5% | 4.9k | 118.08 | |
| Aon Plc Shs Cl A Stock (AON) | 0.2 | $567k | 2.8k | 206.11 | ||
| Unitedhealth Group Stock (UNH) | 0.2 | $565k | +5% | 1.8k | 311.81 | |
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.2 | $557k | +25% | 4.7k | 118.13 | |
| Adobe Systems Incorporated Stock (ADBE) | 0.2 | $556k | +14% | 1.1k | 490.73 | |
| Nextera Energy Stock (NEE) | 0.2 | $530k | +9% | 1.9k | 277.49 | |
| Vanguard Value Index Fund Etf (VTV) | 0.2 | $519k | +59% | 5.0k | 104.47 | |
| Ford Mtr Co Del Stock (F) | 0.2 | $514k | +86% | 77k | 6.66 | |
| S&p Global Stock (SPGI) | 0.2 | $508k | +370% | 1.4k | 360.28 | |
| Coca Cola Stock (KO) | 0.2 | $501k | -8% | 10k | 49.41 | |
| Ishares Russell 1000 Etf Etf (IWB) | 0.2 | $475k | +4% | 2.5k | 187.08 | |
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.2 | $469k | 8.2k | 57.50 | ||
| Sherwin Williams Stock (SHW) | 0.2 | $459k | +2% | 659.00 | 696.51 | |
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.2 | $458k | +231% | 2.0k | 231.20 | |
| Tesla Stock (TSLA) | 0.2 | $456k | +348% | 1.1k | 429.38 | |
| Clorox Co Del Stock (CLX) | 0.2 | $446k | 2.1k | 209.98 | ||
| Oracle Corp Stock (ORCL) | 0.2 | $443k | 7.4k | 59.72 | ||
| Honeywell Intl Stock (HON) | 0.2 | $434k | -26% | 2.6k | 164.71 | |
| Texas Instrs Stock (TXN) | 0.1 | $406k | -37% | 2.8k | 142.81 | |
| Ishares S&p Small-cap Fund Etf (IJR) | 0.1 | $389k | -11% | 5.5k | 70.19 | |
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $388k | +80% | 4.9k | 79.97 | |
| Danaher Corporation Stock (DHR) | 0.1 | $387k | +3% | 1.8k | 215.60 | |
| Nike Inc Cl B Stock (NKE) | 0.1 | $380k | +207% | 3.0k | 125.62 | |
| Broadridge Finl Solutions Stock (BR) | 0.1 | $377k | 2.9k | 132.19 | ||
| Edwards Lifesciences Corp Stock (EW) | 0.1 | $374k | +49% | 4.7k | 79.90 | |
| O Reilly Automotive Stock (ORLY) | 0.1 | $371k | +77% | 804.00 | 461.44 | |
| Ishares Comex Gold Trust Etf (IAU) | 0.1 | $371k | +156% | 21k | 17.98 | |
| Smiledirectclub Inc Cl A Stock (SDC) | 0.1 | $368k | -74% | 32k | 11.66 | |
| Entergy Corp Stock (ETR) | 0.1 | $357k | 3.6k | 98.59 | ||
| Proassurance Corp Stock (PRA) | 0.1 | $345k | 22k | 15.62 | ||
| Lowes Cos Stock (LOW) | 0.1 | $344k | +20% | 2.1k | 165.78 | |
| Eaton Vance Ltd Dur Income Cef (EVV) | 0.1 | $341k | NEW | 30k | 11.33 | |
| Shopify Inc Cl A Stock (SHOP) | 0.1 | $338k | +144% | 330.00 | 1024.24 | |
| Philip Morris Intl Stock (PM) | 0.1 | $337k | -5% | 4.5k | 74.91 | |
| Intuitive Surgical Stock (ISRG) | 0.1 | $336k | +191% | 473.00 | 710.36 | |
| Neogen Corp Stock (NEOG) | 0.1 | $336k | -56% | 4.3k | 78.16 | |
| Cintas Corp Stock (CTAS) | 0.1 | $331k | 995.00 | 332.66 | ||
| Boeing Stock (BA) | 0.1 | $325k | -12% | 2.0k | 165.23 | |
| Cvs Health Corp Stock (CVS) | 0.1 | $323k | 5.5k | 58.47 | ||
| Applied Matls Stock (AMAT) | 0.1 | $322k | 5.4k | 59.43 | ||
| Verizon Communications Stock (VZ) | 0.1 | $321k | -2% | 5.4k | 59.41 | |
| Starbucks Corp Stock (SBUX) | 0.1 | $319k | +2% | 3.7k | 85.89 | |
| At&t Stock (T) | 0.1 | $306k | 11k | 28.48 | ||
| Mgm Resorts International Stock (MGM) | 0.1 | $300k | +94% | 14k | 21.74 | |
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $296k | +10% | 873.00 | 339.06 | |
| Canadian Natl Ry Stock (CNI) | 0.1 | $296k | +1690% | 2.8k | 106.63 | |
| American Wtr Wks Stock (AWK) | 0.1 | $293k | +5% | 2.0k | 144.69 | |
| Xpo Logistics Stock (XPO) | 0.1 | $288k | 3.4k | 84.61 | ||
| Target Corp Stock (TGT) | 0.1 | $285k | +5% | 1.8k | 157.55 | |
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $284k | -8% | 1.6k | 173.17 | |
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.1 | $281k | +2% | 4.4k | 63.66 | |
| Kellogg Stock (K) | 0.1 | $279k | -27% | 4.3k | 64.64 | |
| Nvidia Corporation Stock (NVDA) | 0.1 | $279k | +415% | 515.00 | 541.75 | |
| Ecolab Stock (ECL) | 0.1 | $276k | 1.4k | 200.15 | ||
| Emerson Elec Stock (EMR) | 0.1 | $276k | 4.2k | 65.64 | ||
| Health Care Select Sector Spdr Fund Etf (XLV) | 0.1 | $273k | 2.6k | 105.32 | ||
| Facebook Inc Cl A Stock (FB) | 0.1 | $271k | +13% | 1.0k | 261.58 | |
| Align Technology Stock (ALGN) | 0.1 | $270k | NEW | 825.00 | 327.27 | |
| Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) | 0.1 | $264k | +21644% | 2.0k | 134.90 | |
| Dollar Gen Corp Stock (DG) | 0.1 | $261k | +9469% | 1.2k | 209.81 | |
| General Electric Stock (GE) | 0.1 | $261k | +50% | 42k | 6.24 | |
| Miller Herman Stock (MLHR) | 0.1 | $253k | 8.4k | 30.14 | ||
| Fedex Corp Stock (FDX) | 0.1 | $252k | 1.0k | 252.00 | ||
| Cisco Sys Stock (CSCO) | 0.1 | $249k | -6% | 6.3k | 39.40 | |
| Vanguard High Dividend Yield Etf Etf (VYM) | 0.1 | $245k | 3.0k | 80.94 | ||
| First Trust Managed Municipal Etf Etf (FMB) | 0.1 | $244k | 4.4k | 55.68 | ||
| Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) | 0.1 | $239k | +2365% | 2.9k | 82.84 | |
| Kimberly-clark Corp Stock (KMB) | 0.1 | $238k | -4% | 1.6k | 147.55 | |
| Vanguard Russell 3000 Etf Etf (VTHR) | 0.1 | $236k | NEW | 1.6k | 152.26 | |
| Toro Stock (TTC) | 0.1 | $235k | 2.8k | 83.93 | ||
| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $232k | +231% | 2.1k | 112.35 | |
| Union Pacific Corp Stock (UNP) | 0.1 | $229k | -47% | 1.2k | 196.57 | |
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.1 | $217k | 4.0k | 54.33 | ||
| Blackrock Muniyld Mich Qlty Cef (MIY) | 0.1 | $214k | 15k | 14.02 | ||
| Gilead Sciences Stock (GILD) | 0.1 | $214k | +243% | 3.4k | 63.18 | |
| Eaton Corp Stock (ETN) | 0.1 | $213k | 2.1k | 101.96 | ||
| The Charles Schwab Corporation Stock (SCHW) | 0.1 | $211k | 5.8k | 36.25 | ||
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $211k | 170.00 | 1241.18 | ||
| Ishares Silver Trust Etf (SLV) | 0.1 | $210k | -85% | 9.7k | 21.60 | |
| Dominion Energy Stock (D) | 0.1 | $206k | +47% | 2.6k | 78.84 | |
| Martin Marietta Matls Stock (MLM) | 0.1 | $205k | -49% | 871.00 | 235.36 | |
| Bristol Myers Squibb Stock (BMY) | 0.1 | $203k | 3.4k | 60.20 | ||
| Mfs Charter Income Tr Sh Ben Int Cef (MCR) | 0.1 | $203k | NEW | 25k | 7.99 | |
| Ishares Core Msci Total International Stock Etf Etf (IXUS) | 0.1 | $202k | +313% | 3.5k | 58.48 | |
| Mainstay Mackay Defindtrm Muni Cef (MMD) | 0.1 | $200k | 9.7k | 20.67 | ||
| Invesco S&p 500 Low Volatility Etf Etf (SPLV) | 0.1 | $200k | 3.7k | 53.62 | ||
| Jacobs Engr Group Stock (J) | 0.1 | $199k | 2.1k | 92.82 | ||
| Fastenal Stock (FAST) | 0.1 | $199k | +3909% | 4.4k | 45.12 | |
| Copart Stock (CPRT) | 0.1 | $198k | +2195% | 1.9k | 105.21 | |
| Archer Daniels Midland Stock (ADM) | 0.1 | $196k | 4.2k | 46.51 | ||
| Delta Air Lines Inc Del Stock (DAL) | 0.1 | $194k | +23% | 6.3k | 30.63 | |
| Duke Energy Corp Stock (DUK) | 0.1 | $194k | -24% | 2.2k | 88.46 | |
| Prologis Reit (PLD) | 0.1 | $193k | 1.9k | 100.36 | ||
| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $192k | +6% | 2.4k | 81.08 | |
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.1 | $191k | 3.6k | 52.88 | ||
| Casella Waste Sys Inc Cl A Stock (CWST) | 0.1 | $190k | 3.4k | 55.88 | ||
| American Airls Group Stock (AAL) | 0.1 | $189k | 15k | 12.31 | ||
| Blackrock Debt Strat Cef (DSU) | 0.1 | $186k | NEW | 19k | 9.94 | |
| Lilly Eli & Co Stock (LLY) | 0.1 | $186k | 1.3k | 148.21 | ||
| Western Asset High Income Oppo Cef (HIO) | 0.1 | $186k | NEW | 38k | 4.89 | |
| First Trust Large Cap Core Alphadex Fund Etf (FEX) | 0.1 | $185k | 2.9k | 63.31 | ||
| Invesco Sr Income Tr Cef (VVR) | 0.1 | $184k | NEW | 50k | 3.65 | |
| Penn Va Corp Stock (PVAC) | 0.1 | $182k | +23% | 19k | 9.84 | |
| Voya Prime Rate Tr Sh Ben Int Cef (PPR) | 0.1 | $181k | NEW | 41k | 4.40 | |
| Steris Plc Shs Usd Stock (STE) | 0.1 | $181k | +3703% | 1.0k | 176.24 | |
| Alibaba Group Hldg Adr (BABA) | 0.1 | $180k | +7% | 611.00 | 294.60 | |
| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $179k | -9% | 2.2k | 81.66 | |
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $178k | -10% | 1.6k | 112.87 | |
| Fiserv Stock (FISV) | 0.1 | $177k | 1.7k | 103.27 | ||
| Dover Corp Stock (DOV) | 0.1 | $176k | 1.6k | 108.44 | ||
| Match Group Stock (MTCH) | 0.1 | $176k | NEW | 1.6k | 110.90 | |
| Lockheed Martin Corp Stock (LMT) | 0.1 | $173k | +44% | 452.00 | 382.74 | |
| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.1 | $170k | -13% | 1.2k | 147.19 | |
| Invesco Dynamic Cr Opp Cef (VTA) | 0.1 | $166k | NEW | 18k | 9.22 | |
| Nuveen Mich Quality Mun Income Cef (NUM) | 0.1 | $165k | 12k | 14.18 | ||
| Baxter Intl Stock (BAX) | 0.1 | $161k | 2.0k | 80.58 | ||
| United Technologies Corp Stock (RTX) | 0.1 | $161k | -22% | 2.8k | 57.71 | |
| Lauder Estee Cos Inc Cl A Stock (EL) | 0.1 | $161k | -4% | 738.00 | 218.16 | |
| Wendys Stock (WEN) | 0.1 | $161k | 7.2k | 22.31 | ||
| Paypal Hldgs Stock (PYPL) | 0.1 | $160k | +39% | 810.00 | 197.53 | |
| Parker-hannifin Corp Stock (PH) | 0.1 | $160k | +24% | 789.00 | 202.79 | |
| Air Prods & Chems Stock (APD) | 0.1 | $159k | +20% | 533.00 | 298.31 | |
| Tjx Cos Stock (TJX) | 0.1 | $158k | -3% | 2.8k | 55.59 | |
| Ishares U.s. Healthcare Etf Etf (IYH) | 0.1 | $152k | 667.00 | 227.89 | ||
| Conocophillips Stock (COP) | 0.1 | $150k | +2% | 4.6k | 32.95 | |
| Servicenow Stock (NOW) | 0.1 | $149k | 307.00 | 485.34 | ||
| Eversource Energy Stock (ES) | 0.1 | $149k | 1.8k | 83.57 | ||
| Waddell & Reed Finl Inc Cl A Stock (WDR) | 0.1 | $148k | 10k | 14.87 | ||
| Altria Group Stock (MO) | 0.1 | $148k | +5% | 3.8k | 38.64 | |
| Medtronic Stock (MDT) | 0.1 | $147k | 1.4k | 103.89 | ||
| Huntington Bancshares Stock (HBAN) | 0.1 | $147k | 16k | 9.18 | ||
| U S Concrete Stock (USCR) | 0.1 | $145k | 5.0k | 29.00 | ||
| Ishares Morningstar Mid-cap Value Etf Etf (JKI) | 0.1 | $144k | 1.1k | 130.91 | ||
| Rpm Intl Stock (RPM) | 0.1 | $143k | 1.7k | 83.04 | ||
| Gentex Corp Stock (GNTX) | 0.0 | $142k | 5.5k | 25.82 | ||
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.0 | $140k | 794.00 | 176.32 | ||
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $137k | +6% | 311.00 | 440.51 | |
| Paychex Stock (PAYX) | 0.0 | $136k | -7% | 1.7k | 79.53 | |
| American Tower Corp Reit (AMT) | 0.0 | $136k | +28% | 562.00 | 241.99 | |
| Nice Adr (NICE) | 0.0 | $136k | +1145% | 598.00 | 227.42 | |
| General Mls Stock (GIS) | 0.0 | $136k | +92% | 2.2k | 61.51 | |
| Air Lease Corp Cl A Stock (AL) | 0.0 | $135k | NEW | 4.6k | 29.35 | |
| Credit Accep Corp Mich Stock (CACC) | 0.0 | $131k | 387.00 | 338.50 | ||
| Jpmorgan Alerian Mlp Index Etn Etf (AMJ) | 0.0 | $131k | -55% | 12k | 10.74 | |
| Amcor Plc Ord Stock (AMCR) | 0.0 | $129k | 12k | 11.05 | ||
| Soligenix Stock (SNGX) | 0.0 | $128k | 72k | 1.79 | ||
| Docusign Stock (DOCU) | 0.0 | $127k | NEW | 591.00 | 214.89 | |
| Zoom Video Communications Inc Cl A Stock (ZM) | 0.0 | $126k | -10% | 268.00 | 470.15 | |
| Synnex Corp Stock (SNX) | 0.0 | $126k | NEW | 900.00 | 140.00 | |
| Invesco Qqq Trust Etf (QQQ) | 0.0 | $122k | 440.00 | 277.27 | ||
| Allstate Corp Stock (ALL) | 0.0 | $122k | +7% | 1.3k | 94.06 | |
| Global X Lithium & Battery Tech Etf Etf (LIT) | 0.0 | $120k | +929% | 3.0k | 40.05 | |
| Halliburton Stock (HAL) | 0.0 | $117k | 9.7k | 12.07 | ||
| Andersons Stock (ANDE) | 0.0 | $115k | 6.0k | 19.17 | ||
| Roper Technologies Stock (ROP) | 0.0 | $115k | 290.00 | 396.55 | ||
| Lululemon Athletica Stock (LULU) | 0.0 | $115k | +40% | 350.00 | 328.57 | |
| Deere & Co Stock (DE) | 0.0 | $115k | 520.00 | 221.15 | ||
| Sysco Corp Stock (SYY) | 0.0 | $115k | 1.8k | 62.43 | ||
| Proshares Short Dow 30 Etf (DOG) | 0.0 | $114k | NEW | 2.6k | 43.75 | |
| Technology Select Sector Spdr Fund Etf (XLK) | 0.0 | $114k | 980.00 | 116.33 | ||
| Chemical Finl Corp Stock (TCF) | 0.0 | $114k | +274% | 4.9k | 23.27 | |
| Wells Fargo Stock (WFC) | 0.0 | $114k | 4.9k | 23.48 | ||
| Macatawa Bk Corp Stock (MCBC) | 0.0 | $113k | 17k | 6.52 | ||
| Illinois Tool Wks Stock (ITW) | 0.0 | $111k | 575.00 | 193.04 | ||
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $111k | 968.00 | 114.67 | ||
| Ishares Core S&p U.s. Value Etf Etf (IUSV) | 0.0 | $109k | NEW | 2.0k | 54.36 | |
| Alerian Mlp Etf Etf (AMLP) | 0.0 | $109k | +584% | 5.5k | 19.91 | |
| Topbuild Corp Stock (BLD) | 0.0 | $107k | +16% | 629.00 | 170.11 | |
| Bank Amer Corp Stock (BAC) | 0.0 | $104k | -22% | 4.3k | 24.16 | |
| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $104k | 347.00 | 299.71 | ||
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.0 | $102k | 832.00 | 122.60 | ||
| Donaldson Stock (DCI) | 0.0 | $102k | 2.2k | 46.36 | ||
| Vanguard Mid-cap Growth Index Fund Etf (VOT) | 0.0 | $100k | -11% | 557.00 | 179.53 | |
| First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) | 0.0 | $99k | 1.9k | 51.75 | ||
| Harris Corp Del Stock (LHX) | 0.0 | $99k | +9% | 580.00 | 170.69 | |
| Ishares Russell 3000 Etf Etf (IWV) | 0.0 | $98k | -4% | 501.00 | 195.61 | |
| Corning Stock (GLW) | 0.0 | $98k | 3.0k | 32.34 | ||
| Pacific Ethanol Inc Com Par $.001 Stock (PEIX) | 0.0 | $95k | 13k | 7.31 | ||
| General Dynamics Corp Stock (GD) | 0.0 | $95k | +10% | 686.00 | 138.48 | |
| Invesco S&p 500 Equal Weight Technology Etf Etf (RYT) | 0.0 | $95k | 451.00 | 210.64 | ||
| Diageo Adr (DEO) | 0.0 | $94k | +4% | 680.00 | 138.24 | |
| Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) | 0.0 | $93k | 1.6k | 59.31 | ||
| Salisbury Bancorp Stock (SAL) | 0.0 | $92k | -9% | 2.9k | 31.64 | |
| Colgate Palmolive Stock (CL) | 0.0 | $92k | -7% | 1.2k | 76.99 | |
| First Rep Bk San Francisco Cal Stock (FRC) | 0.0 | $90k | 822.00 | 109.49 | ||
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $90k | 400.00 | 225.00 | ||
| Humana Stock (HUM) | 0.0 | $89k | 214.00 | 415.89 | ||
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 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
- Plante Moran Financial Advisors 2017 Q1 filed May 1, 2017
- Plante Moran Financial Advisors 2016 Q4 filed Jan. 27, 2017