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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, VEA, VXF, MUB, VV, and represent 73.34% of Plante Moran Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$21M), VEA (+$7.0M), VXF, IVV, IJH, AVGO, XLK, RPG, MMM, GLD.
Started 128 new stock positions in APO, IEF, THW, PYPY, GLV, HYT, CRSP, ZM, USHY, CGGR.
Reduced shares in these 10 stocks: PEP (-$57M), SYK (-$34M), YUM (-$20M), MUB (-$6.5M), YUMC (-$5.7M), NOC, VBR, NVDA, AAPL, VV.
Sold out of its positions in AAP, ALGN, LNT, Alteryx, AIG, COR, AIT, ANET, Aurora Cannabis, BKR.
Plante Moran Financial Advisors was a net seller of stock by $-100M.
Plante Moran Financial Advisors has $931M in assets under management (AUM), dropping by -2.71%.
Central Index Key (CIK): 0001424717

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Portfolio Holdings for Plante Moran Financial Advisors

Plante Moran Financial Advisors holds 846 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Plante Moran Financial Advisors has 846 total positions. Only the first 250 positions are shown.

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Download the Plante Moran Financial Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	47.5	$442M	+5%	919k	480.70	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	10.5	$97M	+7%	1.9M	50.17	View chart
Vanguard Extended Market Etf Etf (VXF)	6.2	$58M	+6%	330k	175.27	View chart
Ishares National Muni Bond Etf Etf (MUB)	4.9	$46M	-12%	425k	107.60	View chart
Vanguard Large-cap Etf Etf (VV)	4.3	$40M		167k	239.76	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.9	$18M	-2%	504k	35.84	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.7	$16M		31k	523.07	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.7	$16M	-10%	83k	191.88	View chart
Apple Stock (AAPL)	1.7	$16M	-4%	92k	171.48	View chart
Microsoft Corp Stock (MSFT)	1.2	$11M	-3%	26k	420.71	View chart
Pepsico Stock (PEP)	0.9	$8.7M	-86%	50k	175.01	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.9	$8.0M	+14%	15k	525.75	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$5.9M	+5%	14k	420.52	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$4.1M	-5%	16k	259.91	View chart
Nvidia Corporation Stock (NVDA)	0.4	$4.0M	-24%	4.4k	903.56	View chart
Amazon Stock (AMZN)	0.4	$3.7M	-3%	21k	180.38	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$3.3M	-9%	9.7k	344.20	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.4	$3.3M	-3%	40k	81.43	View chart
Stryker Corporation Stock (SYK)	0.4	$3.3M	-91%	9.1k	357.88	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$3.0M	-13%	15k	200.30	View chart
Mcdonalds Corp Stock (MCD)	0.3	$2.7M	-4%	9.5k	281.95	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$2.6M	-7%	23k	116.24	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$2.5M	-2%	17k	150.93	View chart
Gentex Corp Stock (GNTX)	0.3	$2.5M		69k	36.12	View chart
Procter And Gamble Stock (PG)	0.3	$2.4M		15k	162.25	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.2M	+8%	6.6k	337.05	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.2M	+5%	14k	158.19	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$2.1M	-2%	14k	152.26	View chart
Abbvie Stock (ABBV)	0.2	$2.1M	-11%	11k	182.09	View chart
Amgen Stock (AMGN)	0.2	$2.1M	-3%	7.3k	284.32	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$1.9M		3.00	634440.00	View chart
Merck & Co Stock (MRK)	0.2	$1.9M		14k	131.95	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$1.8M		23k	79.87	View chart
Chevron Corp Stock (CVX)	0.2	$1.6M		10k	157.74	View chart
Dte Energy Stock (DTE)	0.2	$1.6M		14k	112.14	View chart
Home Depot Stock (HD)	0.2	$1.4M	-21%	3.7k	383.57	View chart
Abbott Labs Stock (ABT)	0.1	$1.3M		12k	113.66	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.3M	-3%	15k	84.09	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.2M	-14%	2.6k	485.58	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.2M	-11%	1.5k	777.90	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.2M	-2%	2.4k	494.69	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.2M		6.6k	179.10	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.1	$1.2M	+6%	30k	38.47	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.1M	-2%	4.4k	260.72	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$1.1M	+73%	5.3k	208.25	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.1M		1.5k	732.71	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.0M		3.8k	279.11	View chart
International Business Machs Stock (IBM)	0.1	$1.0M	+12%	5.3k	190.95	View chart
Oracle Corp Stock (ORCL)	0.1	$997k		7.9k	125.61	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$980k	-15%	2.2k	444.01	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$934k	+8%	5.0k	186.81	View chart
Broadcom Stock (AVGO)	0.1	$907k	+131%	684.00	1325.41	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$818k		1.5k	555.74	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$812k		7.3k	110.52	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$801k	+47%	8.2k	98.02	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$801k	+485%	13k	60.74	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$793k		11k	73.15	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$761k		14k	54.43	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$761k		11k	70.00	View chart
Danaher Corporation Stock (DHR)	0.1	$739k	+2%	3.0k	249.72	View chart
Brown Forman Corp Cl B Stock (BF.B)	0.1	$736k	-2%	14k	51.62	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$715k		18k	40.90	View chart
Brown Forman Corp Cl A Stock (BF.A)	0.1	$710k		13k	52.95	View chart
Flexshares Morningstar Us Market Factor Tilt Index Fund Flexshares Mornings Etf (TILT)	0.1	$702k		3.5k	198.39	View chart
Disney Walt Stock (DIS)	0.1	$701k	-15%	5.7k	122.36	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$699k		12k	60.38	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$689k	-16%	2.7k	252.28	View chart
Automatic Data Processing Stock (ADP)	0.1	$656k	-19%	2.6k	249.77	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$645k		1.9k	333.66	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$642k	-2%	3.1k	210.32	View chart
Applied Matls Stock (AMAT)	0.1	$625k	-25%	3.0k	206.23	View chart
3M Stock (MMM)	0.1	$601k	+136%	5.7k	106.07	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$597k	-8%	3.3k	182.60	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$583k	+16%	6.9k	84.44	View chart
Nextera Energy Stock (NEE)	0.1	$568k	+6%	8.9k	63.91	View chart
Spdr Gold Shares Etf (GLD)	0.1	$558k	+158%	2.7k	205.72	View chart
Cms Energy Corp Stock (CMS)	0.1	$538k		8.9k	60.34	View chart
Philip Morris Intl Stock (PM)	0.1	$523k	-3%	5.7k	91.62	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$513k	-13%	4.5k	115.30	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$508k	+2%	7.0k	72.34	View chart
Ford Mtr Co Del Stock (F)	0.1	$507k	-6%	38k	13.28	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$472k		3.6k	130.73	View chart
Broadridge Finl Solutions Stock (BR)	0.1	$472k	+5%	2.3k	204.90	View chart
Olo Inc Cl A Stock (OLO)	0.1	$468k	-9%	85k	5.49	View chart
Travelers Companies Stock (TRV)	0.1	$467k		2.0k	230.14	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$466k	+69%	1.9k	249.86	View chart
Illinois Tool Wks Stock (ITW)	0.0	$465k		1.7k	268.33	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$455k	-55%	1.9k	235.79	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$450k	+4%	3.4k	131.24	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$442k		1.5k	288.03	View chart
Conocophillips Stock (COP)	0.0	$441k	-2%	3.5k	127.29	View chart
Honeywell Intl Stock (HON)	0.0	$437k	-21%	2.1k	205.21	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$432k	-12%	7.0k	61.53	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$430k		6.9k	62.06	View chart
Boeing Stock (BA)	0.0	$429k	-9%	2.2k	193.03	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$401k		5.0k	79.92	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$393k	-11%	3.3k	120.99	View chart
Wells Fargo Stock (WFC)	0.0	$390k		6.7k	57.96	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$388k		1.5k	254.80	View chart
Union Pac Corp Stock (UNP)	0.0	$376k	+8%	1.5k	245.93	View chart
Cisco Sys Stock (CSCO)	0.0	$369k		7.4k	49.91	View chart
Tesla Stock (TSLA)	0.0	$368k	+46%	2.1k	175.79	View chart
Vanguard Value Etf Etf (VTV)	0.0	$366k	-29%	2.2k	162.83	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$365k	+131%	3.9k	92.72	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$362k	+354%	1.6k	228.59	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.0	$358k	NEW	9.8k	36.72	View chart
Leidos Holdings Stock (LDOS)	0.0	$352k		2.7k	131.09	View chart
Caterpillar Stock (CAT)	0.0	$352k	-17%	960.00	366.43	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$348k	-2%	2.2k	155.91	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$344k		12k	29.18	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$334k		1.6k	205.99	View chart
Intel Corp Stock (INTC)	0.0	$333k	-4%	7.5k	44.17	View chart
Emerson Elec Stock (EMR)	0.0	$332k		2.9k	113.42	View chart
Eaton Corp Stock (ETN)	0.0	$331k		1.1k	312.54	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$328k	-4%	626.00	523.99	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$326k	+63%	4.4k	74.22	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$326k	-49%	676.00	481.69	View chart
Rtx Corporation Stock (RTX)	0.0	$325k	+13%	3.3k	97.53	View chart
Pfizer Stock (PFE)	0.0	$315k	-30%	11k	27.75	View chart
American Express Stock (AXP)	0.0	$315k	+2%	1.4k	227.69	View chart
Arm Holdings Adr (ARM)	0.0	$313k		2.5k	124.99	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$311k		2.5k	123.18	View chart
Tjx Cos Stock (TJX)	0.0	$303k	+6%	3.0k	101.42	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$303k	-11%	5.6k	54.40	View chart
Southern Stock (SO)	0.0	$303k		4.2k	71.74	View chart
Ishares Gold Trust Etf (IAU)	0.0	$303k	+2%	7.2k	42.01	View chart
Archer Daniels Midland Stock (ADM)	0.0	$296k	-2%	4.7k	62.81	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$291k	+2%	3.2k	91.25	View chart
Walmart Stock (WMT)	0.0	$290k	+130%	4.8k	60.17	View chart
Cvs Health Corp Stock (CVS)	0.0	$289k	+38%	3.6k	79.76	View chart
Jacobs Solutions Stock (J)	0.0	$288k		1.9k	153.73	View chart
First Solar Stock (FSLR)	0.0	$288k		1.7k	168.80	View chart
Clorox Co Del Stock (CLX)	0.0	$287k		1.9k	153.11	View chart
Coca Cola Stock (KO)	0.0	$285k	+32%	4.7k	61.18	View chart
R1 RCM Stock (RCM)	0.0	$283k	-25%	22k	12.88	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$279k	+39%	1.0k	270.52	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$279k	+25%	1.9k	147.73	View chart
Topbuild Corp Stock (BLD)	0.0	$277k		629.00	440.73	View chart
Dt Midstream Stock (DTM)	0.0	$272k	-2%	4.5k	61.10	View chart
Adobe Stock (ADBE)	0.0	$270k	-27%	535.00	504.94	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$268k	+8%	2.8k	95.56	View chart
Comerica Stock (CMA)	0.0	$267k	-18%	4.9k	54.99	View chart
Gilead Sciences Stock (GILD)	0.0	$266k		3.6k	73.25	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$265k		2.7k	99.24	View chart
Ge Aerospace Stock (GE)	0.0	$264k	-6%	1.5k	175.53	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$260k	-16%	4.4k	58.65	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$259k	+238%	6.2k	42.12	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$257k		11k	23.72	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$257k	NEW	8.0k	31.99	View chart
Grainger W W Stock (GWW)	0.0	$254k	+22%	250.00	1017.30	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$253k	+16%	1.4k	183.89	View chart
Dover Corp Stock (DOV)	0.0	$247k	-4%	1.4k	177.19	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$245k	+150%	4.2k	58.06	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$245k		2.2k	110.48	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$239k		2.3k	103.79	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$239k		3.3k	72.55	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$239k	+2%	1.9k	125.33	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$235k	NEW	4.6k	51.36	View chart
Ameren Corp Stock (AEE)	0.0	$233k		3.2k	73.96	View chart
Intuit Stock (INTU)	0.0	$224k	-7%	344.00	650.00	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$219k	-10%	3.4k	64.15	View chart
Fortinet Stock (FTNT)	0.0	$219k		3.2k	68.31	View chart
Parker-hannifin Corp Stock (PH)	0.0	$218k		392.00	555.79	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$217k	-4%	3.6k	61.04	View chart
Cambridge Bancorp Stock (CATC)	0.0	$216k		3.2k	68.16	View chart
Servicenow Stock (NOW)	0.0	$214k	-38%	280.00	762.40	View chart
Credit Accep Corp Mich Stock (CACC)	0.0	$214k		387.00	551.55	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$212k	+14%	5.7k	37.21	View chart
Proassurance Corp Stock (PRA)	0.0	$211k		16k	12.86	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$210k		2.9k	72.83	View chart
Deere & Co Stock (DE)	0.0	$207k	+21%	504.00	410.74	View chart
Dennys Corp Stock (DENN)	0.0	$207k	NEW	23k	8.96	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$206k	+400%	3.3k	61.90	View chart
Rpm Intl Stock (RPM)	0.0	$205k		1.7k	118.93	View chart
Diamondback Energy Stock (FANG)	0.0	$203k		1.0k	198.21	View chart
Trane Technologies Stock (TT)	0.0	$199k		664.00	300.20	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$195k		6.1k	31.95	View chart
Yum Brands Stock (YUM)	0.0	$189k	-99%	1.4k	138.69	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$182k		605.00	300.08	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.0	$180k	+4%	2.7k	67.39	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$179k		1.1k	158.81	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$174k		2.7k	64.40	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	0.0	$173k	+24%	4.9k	35.61	View chart
Kellanova Stock (K)	0.0	$168k		2.9k	57.29	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$167k		1.6k	102.76	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$164k		1.1k	149.45	View chart
Nucor Corp Stock (NUE)	0.0	$163k		824.00	197.90	View chart
Darden Restaurants Stock (DRI)	0.0	$162k	-58%	971.00	167.15	View chart
Allstate Corp Stock (ALL)	0.0	$161k	-7%	929.00	172.92	View chart
Starbucks Corp Stock (SBUX)	0.0	$160k	-54%	1.8k	91.39	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$159k		2.0k	80.61	View chart
Bank America Corp Stock (BAC)	0.0	$158k	-29%	4.2k	37.92	View chart
Andersons Stock (ANDE)	0.0	$158k		2.8k	57.37	View chart
Canadian Natl Ry Stock (CNI)	0.0	$157k		1.2k	131.71	View chart
Dupont De Nemours Stock (DD)	0.0	$156k	-6%	2.0k	76.67	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$156k		1.2k	135.06	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$156k	-13%	1.1k	148.63	View chart
Nike Inc Cl B Stock (NKE)	0.0	$154k		1.6k	93.99	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$153k		1.5k	98.87	View chart
Huntington Bancshares Stock (HBAN)	0.0	$150k		11k	13.95	View chart
Oneok Stock (OKE)	0.0	$149k	-5%	1.9k	80.17	View chart
Mgm Resorts International Stock (MGM)	0.0	$149k		3.2k	47.21	View chart
Target Corp Stock (TGT)	0.0	$147k	-3%	832.00	177.21	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$147k	-24%	1.9k	77.17	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$145k	-41%	2.2k	65.87	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$143k		2.4k	60.31	View chart
Corning Stock (GLW)	0.0	$141k		4.3k	32.96	View chart
Millerknoll Stock (MLKN)	0.0	$140k		5.7k	24.76	View chart
Kla Corp Stock (KLAC)	0.0	$137k		196.00	698.57	View chart
General Dynamics Corp Stock (GD)	0.0	$135k	-2%	476.00	282.49	View chart
Corteva Stock (CTVA)	0.0	$134k		2.3k	57.67	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$134k		1.1k	124.17	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$133k		2.8k	47.87	View chart
Aflac Stock (AFL)	0.0	$131k	-3%	1.5k	85.87	View chart
General Mtrs Stock (GM)	0.0	$131k	-7%	2.9k	45.35	View chart
Dow Stock (DOW)	0.0	$129k	+3%	2.2k	57.93	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$128k		322.00	397.76	View chart
Lululemon Athletica Stock (LULU)	0.0	$127k	-7%	325.00	390.65	View chart
Intuitive Surgical Stock (ISRG)	0.0	$126k		315.00	399.09	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$125k	-25%	915.00	136.05	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$124k	+13%	2.4k	50.60	View chart
Sysco Corp Stock (SYY)	0.0	$123k	+55%	1.5k	81.18	View chart
Netflix Stock (NFLX)	0.0	$122k	-35%	201.00	607.33	View chart
Neogen Corp Stock (NEOG)	0.0	$121k	+2%	7.7k	15.78	View chart
Sony Group Corp Adr (SONY)	0.0	$121k		1.4k	85.74	View chart
Stellar Bancorp Stock (STEL)	0.0	$121k		5.0k	24.36	View chart
Pulte Group Stock (PHM)	0.0	$121k		1.0k	120.62	View chart
Salesforce Stock (CRM)	0.0	$120k	+35%	398.00	301.18	View chart
Csx Corp Stock (CSX)	0.0	$116k	-6%	3.1k	37.07	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$116k	-2%	2.1k	54.23	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$112k		451.00	247.35	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$112k	-32%	2.6k	43.35	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$111k	+20%	1.4k	81.66	View chart
Nbt Bancorp Stock (NBTB)	0.0	$110k		3.0k	36.68	View chart
Ecolab Stock (ECL)	0.0	$110k		475.00	230.90	View chart
Xai Octagn Flt Rat & Alt Inm T Cef (XFLT)	0.0	$110k	+81%	16k	7.09	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.0	$110k		13k	8.16	View chart
Genuine Parts Stock (GPC)	0.0	$109k	+40%	700.00	154.93	View chart
Phillips 66 Stock (PSX)	0.0	$107k	-3%	657.00	163.34	View chart
Colgate Palmolive Stock (CL)	0.0	$107k	+17%	1.2k	90.06	View chart
Blackrock Stock (BLK)	0.0	$106k	+13%	127.00	833.70	View chart
Hubbell Stock (HUBB)	0.0	$106k	+2%	255.00	415.05	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$105k		1.8k	59.68	View chart
Analog Devices Stock (ADI)	0.0	$104k	+63%	527.00	197.79	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$104k	+3%	486.00	213.15	View chart
Heico Corp Stock (HEI)	0.0	$104k		542.00	190.90	View chart
L3harris Technologies Stock (LHX)	0.0	$103k	-3%	484.00	213.10	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$103k	+128%	624.00	164.42	View chart
Keysight Technologies Stock (KEYS)	0.0	$102k		650.00	156.38	View chart
Medtronic Stock (MDT)	0.0	$101k	-2%	1.2k	87.15	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 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
Plante Moran Financial Advisors 2022 Q2 filed Aug. 2, 2022
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

View all past filings

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