HoldingsChannel.com
Plante Moran Financial Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
PEPSICO INC COM 397,615 -14,703 $47,754
     PEP397,615-14,703$47,754
STRYKER CORP COM 117,129 -6,527 $19,501
     SYK117,129-6,527$19,501
YUM BRANDS INC COM 206,159 -9,009 $14,128
     YUM206,159-9,009$14,128
BERKSHIRE HATHAWAY INC DEL CL A      $9,159
     BRK.A22UNCH$5,984
     BRK.B17,364-221$3,175
YUM CHINA HLDGS INC COM 204,628 -11,396 $8,723
     YUMC204,628-11,396$8,723
SPDR S&P 500 ETF (SPY) 31,121 +2,600 $8,021
     SPY31,121+2,600$8,021
APPLE INC COM 28,330 +447 $7,204
     AAPL28,330+447$7,204
MICROSOFT CORP COM 33,688 +2,235 $5,313
     MSFT33,688+2,235$5,313
ISHARES CORE S&P 500 ETF (IVV) 15,800 -3,266 $4,083
     IVV15,800-3,266$4,083
NORTHROP GRUMMAN CORP COM 7,846 +7,754 $2,374
     NOC7,846+7,754$2,374
VANGUARD S&P 500 ETF (VOO) 9,686 -12,150 $2,294
     VOO9,686-12,150$2,294
VANGUARD GROWTH INDEX FUND (VUG) 14,565 -186 $2,282
     VUG14,565-186$2,282
SPDR GOLD SHARES (GLD) 14,201 +2,043 $2,102
     GLD14,201+2,043$2,102
SCHWAB U.S. BROAD MARKET ETF (SCHB) 33,439 -6,435 $2,021
     SCHB33,439-6,435$2,021
BROWN FORMAN CORP CL B      $1,927
     BF.B22,308UNCH$1,238
     BF.A13,404UNCH$689
EXXON MOBIL CORP COM 49,953 +3,817 $1,897
     XOM49,953+3,817$1,897
JOHNSON & JOHNSON COM 14,165 +1,095 $1,858
     JNJ14,165+1,095$1,858
DTE ENERGY CO COM 19,111 +11,780 $1,815
     DTE19,111+11,780$1,815
GLOBE LIFE INC COM 23,200 UNCH $1,670
     GL23,200UNCH$1,670
PROCTER AND GAMBLE CO COM 13,682 -10,477 $1,505
     PG13,682-10,477$1,505
VISA INC COM CL A 9,313 +88 $1,501
     V9,313+88$1,501
AMAZON COM INC COM 764 +45 $1,490
     AMZN764+45$1,490
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 9,855 +2,572 $1,485
     IWF9,855+2,572$1,485
ALPHABET INC CAP STK CL C 1,053 +5 $1,224
     GOOG1,053+5$1,224
ALPHABET INC CAP STK CL A 1,046 +134 $1,215
     GOOGL1,046+134$1,215
INTEL CORP COM 21,257 -401 $1,150
     INTC21,257-401$1,150
HOME DEPOT INC COM 5,762 -328 $1,076
     HD5,762-328$1,076
ISHARES RUSSELL 2000 ETF (IWM) 9,345 +1,032 $1,070
     IWM9,345+1,032$1,070
JPMORGAN CHASE & CO COM 11,569 +794 $1,042
     JPM11,569+794$1,042
PFIZER INC COM 31,167 -3,097 $1,017
     PFE31,167-3,097$1,017
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 9,790 +921 $1,012
     VIG9,790+921$1,012
VANGUARD SMALL CAP GROWTH INDEX FUND (VBK) 6,721 -191 $1,010
     VBK6,721-191$1,010
SPDR S&P DIVIDEND ETF (SDY) 12,371 -1,840 $988
     SDY12,371-1,840$988
ISHARES S&P MIDCAP FUND (IJH) 6,616 -215 $952
     IJH6,616-215$952
ISHARES SILVER TRUST (SLV) 68,232 +63,051 $890
     SLV68,232+63,051$890
ABBOTT LABS COM 10,994 -565 $868
     ABT10,994-565$868
AUTOMATIC DATA PROCESSING INC COM 6,209 -202 $849
     ADP6,209-202$849
ISHARES S&P 100 ETF (OEF) 7,102 +1,254 $842
     OEF7,102+1,254$842
ABBVIE INC COM 10,707 -504 $816
     ABBV10,707-504$816
TORONTO DOMINION BK ONT COM NEW 18,862 +5,506 $800
     TD18,862+5,506$800
ISHARES RUSSELL MID CAP ETF (IWR) 18,080 -7,176 $781
     IWR18,080-7,176$781
CHEVRON CORP NEW COM 10,590 +787 $767
     CVX10,590+787$767
INVESCO FTSE RAFI US 1000 ETF (PRF) 7,857 -3,811 $726
     PRF7,857-3,811$726
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) 3,306 +63 $701
     VGT3,306+63$701
JETBLUE AWYS CORP COM 74,485 -68,300 $667
     JBLU74,485-68,300$667
NEOGEN CORP COM 9,784 UNCH $655
     NEOG9,784UNCH$655
ISHARES MSCI EAFE ETF (EFA) 11,975 +5,752 $640
     EFA11,975-3,248$640
MERCK & CO INC COM 8,310 -27 $639
     MRK8,310-27$639
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 4,875 -2,082 $628
     VTI4,875-2,082$628
NEXTERA ENERGY INC COM 2,598 -49 $625
     NEE2,598-49$625

See Full List: All Stocks Held By Plante Moran Financial Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Plante Moran Financial Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $218,565
At 12/31/2019: $287,199

Plante Moran Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Plante Moran Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

Plante Moran Financial Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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