HoldingsChannel.com
Plante Moran Financial Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
PEPSICO INC COM 412,318 +2,813 $56,351
     PEP412,318+2,813$56,351
STRYKER CORP COM 123,656 -834 $25,960
     SYK123,656-834$25,960
YUM BRANDS INC COM 215,168 -6,923 $21,674
     YUM215,168-6,923$21,674
BERKSHIRE HATHAWAY INC DEL CL A      $11,454
     BRK.A22+21$7,471
     BRK.B17,585-798$3,983
YUM CHINA HLDGS INC COM 216,024 -19,938 $10,371
     YUMC216,024-19,938$10,371
SPDR S&P 500 ETF (SPY) 28,521 -25,492 $9,180
     SPY28,521-25,492$9,180
APPLE INC COM 27,883 -5,931 $8,188
     AAPL27,883-5,931$8,188
VANGUARD S&P 500 ETF (VOO) 21,836 -13,748 $6,459
     VOO21,836-13,748$6,459
ISHARES CORE S&P 500 ETF (IVV) 19,066 -22,205 $6,163
     IVV19,066-22,205$6,163
MICROSOFT CORP COM 31,453 +695 $4,960
     MSFT31,453+695$4,960
EXXON MOBIL CORP COM 46,136 +3,287 $3,219
     XOM46,136+3,287$3,219
SCHWAB U.S. BROAD MARKET ETF (SCHB) 39,874 -14,914 $3,066
     SCHB39,874-14,914$3,066
PROCTER AND GAMBLE CO COM 24,159 +98 $3,017
     PG24,159+98$3,017
VANGUARD GROWTH INDEX FUND (VUG) 14,751 -617 $2,687
     VUG14,751-617$2,687
JETBLUE AWYS CORP COM 142,785 UNCH $2,673
     JBLU142,785UNCH$2,673
GLOBE LIFE INC COM 23,200 +23,200 $2,442
     GL23,200+23,200$2,442
BROWN FORMAN CORP CL B      $2,349
     BF.B22,308-916$1,508
     BF.A13,404UNCH$841
JOHNSON & JOHNSON COM 13,070 +5 $1,907
     JNJ13,070+5$1,907
ISHARES NATIONAL MUNI BOND ETF (MUB) 16,507 -14,374 $1,880
     MUB16,507-14,374$1,880
SPDR GOLD SHARES (GLD) 12,158 +3,648 $1,737
     GLD12,158+3,648$1,737
VISA INC COM CL A 9,225 -26 $1,733
     V9,225-26$1,733
SPDR S&P DIVIDEND ETF (SDY) 14,211 -174 $1,529
     SDY14,211-174$1,529
ISHARES RUSSELL MID CAP ETF (IWR) 25,256 UNCH $1,506
     IWR25,256UNCH$1,506
JPMORGAN CHASE & CO COM 10,775 -1,163 $1,502
     JPM10,775-1,163$1,502
INVESCO FTSE RAFI US 1000 ETF (PRF) 11,668 -708 $1,478
     PRF11,668-708$1,478
ISHARES S&P MIDCAP FUND (IJH) 6,831 -9,146 $1,406
     IJH6,831-9,146$1,406
ALPHABET INC CAP STK CL C 1,048 -49 $1,401
     GOOG1,048-49$1,401
ISHARES RUSSELL 2000 ETF (IWM) 8,313 -9,760 $1,377
     IWM8,313-9,760$1,377
VANGUARD SMALL CAP GROWTH INDEX FUND (VBK) 6,912 -251 $1,373
     VBK6,912-251$1,373
PFIZER INC COM 34,264 +1,762 $1,342
     PFE34,264+1,762$1,342
HOME DEPOT INC COM 6,090 +612 $1,330
     HD6,090+612$1,330
AMAZON COM INC COM 719 -231 $1,329
     AMZN719-231$1,329
INTEL CORP COM 21,658 +3,079 $1,296
     INTC21,658+3,079$1,296
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 7,283 -6,555 $1,281
     IWF7,283-6,555$1,281
JPMORGAN ALERIAN MLP INDEX ETN (AMJ) 56,747 -15,191 $1,238
     AMJ56,747-15,191$1,238
ALPHABET INC CAP STK CL A 912 -146 $1,222
     GOOGL912-146$1,222
CHEVRON CORP NEW COM 9,803 +1,996 $1,181
     CVX9,803+1,996$1,181
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 6,957 -6,403 $1,138
     VTI6,957-6,403$1,138
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 8,869 -1,525 $1,106
     VIG8,869-1,525$1,106
AUTOMATIC DATA PROCESSING INC COM 6,411 -281 $1,093
     ADP6,411-281$1,093
ABBOTT LABS COM 11,559 -167 $1,004
     ABT11,559-167$1,004
ABBVIE INC COM 11,211 -175 $993
     ABBV11,211-175$993
DTE ENERGY CO COM 7,331 -154,137 $952
     DTE7,331-154,137$952
FIFTH THIRD BANCORP COM 29,998 +2,572 $922
     FITB29,998+2,572$922
ISHARES S&P 100 ETF (OEF) 5,848 UNCH $843
     OEF5,848UNCH$843
DISNEY WALT CO COM DISNEY 5,665 -1,635 $819
     DIS5,665-1,635$819
PROASSURANCE CORP COM 22,090 +22,090 $798
     PRA22,090+22,090$798
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) 3,243 +54 $794
     VGT3,243+54$794
MERCK & CO INC COM 8,337 +2,102 $758
     MRK8,337+2,102$758
ISHARES RUSSELL 1000 VALUE ETF (IWD) 5,506 +102 $751
     IWD5,506+102$751

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 12/31/2019: $287,199
At 09/30/2019: $343,296

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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