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Plante Moran Financial Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Plante Moran Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Plante Moran Financial Advisors LLC. In the Plante Moran Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Plante Moran Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Plante Moran Financial Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD S&P 500 ETF (VOO) 422,940 +125,493 $146,709
     VOO422,940+125,493$146,709
ISHARES NATIONAL MUNI BOND ETF (MUB) 864,223 +863,895 $91,919
     MUB864,223+863,895$91,919
PEPSICO INC COM 361,527 -8,945 $60,252
     PEP361,527-8,945$60,252
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 1,115,758 -321,699 $45,523
     VEA1,115,758-321,699$45,523
VANGUARD EXTENDED MARKET INDEX FUND (VXF) 184,040 +35,533 $24,128
     VXF184,040+35,533$24,128
STRYKER CORPORATION COM 105,087 -6,196 $20,905
     SYK105,087-6,196$20,905
YUM BRANDS INC COM 147,260 +30 $16,716
     YUM147,260+30$16,716
VANGUARD LARGE CAP INDEX FUND (VV) 92,925 +65,741 $16,016
     VV92,925+65,741$16,016
APPLE INC COM      $11,718
     AAPL85,911-8,941$11,746
     Put200+200$28
SPDR S&P 500 ETF (SPY) 26,141 +2,509 $9,862
     SPY26,141+2,509$9,862
SPDR PORTFOLIO DEVELOPED WORLD EX US ETF (SPDW) 253,706 -5,679 $7,317
     SPDW253,706-5,679$7,317
YUM CHINA HLDGS INC COM 145,657 +47 $7,064
     YUMC145,657+47$7,064
MICROSOFT CORP COM 24,841 -2,280 $6,380
     MSFT24,841-2,280$6,380
BERKSHIRE HATHAWAY INC DEL CL B NEW      $5,813
     BRK.B15,300-154$4,177
     BRK.A4-1$1,636
ISHARES CORE S&P 500 ETF (IVV) 13,140 +280 $4,982
     IVV13,140+280$4,982
MCDONALDS CORP COM 17,004 +845 $4,198
     MCD17,004+845$4,198
NORTHROP GRUMMAN CORP COM 7,486 +14 $3,583
     NOC7,486+14$3,583
SCHWAB U.S. MID CAP ETF (SCHM) 53,390 +19,688 $3,349
     SCHM53,390+19,688$3,349
AMAZON COM INC COM 24,253 +23,120 $2,576
     AMZN24,253+23,120$2,576
JOHNSON & JOHNSON COM 13,126 +4,271 $2,330
     JNJ13,126+4,271$2,330
BROWN FORMAN CORP CL B      $2,235
     BF.B18,923-640$1,328
     BF.A13,404UNCH$907
GENTEX CORP COM 76,400 UNCH $2,137
     GNTX76,400UNCH$2,137
ABBVIE INC COM 13,838 -1,640 $2,119
     ABBV13,838-1,640$2,119
EXXON MOBIL CORP COM 24,448 -8,905 $2,094
     XOM24,448-8,905$2,094
VANGUARD GROWTH INDEX FUND (VUG) 9,166 -104 $2,043
     VUG9,166-104$2,043
PROCTER AND GAMBLE CO COM 13,911 -190 $2,000
     PG13,911-190$2,000
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 8,719 +743 $1,907
     IWF8,719+743$1,907
ALPHABET INC CAP STK CL A 873 -217 $1,902
     GOOGL873-217$1,902
VANGUARD SMALL CAP VALUE INDEX FUND (VBR) 12,687 -416 $1,901
     VBR12,687-416$1,901
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 9,837 -564 $1,855
     VTI9,837-564$1,855
R1 RCM INC COM 74,252 -24,305 $1,556
     RCM74,252-24,305$1,556
CHEVRON CORP NEW COM 10,565 +2,446 $1,530
     CVX10,565+2,446$1,530
VISA INC COM CL A 7,735 +50 $1,523
     V7,735+50$1,523
ALPHABET INC CAP STK CL C 645 +3 $1,411
     GOOG645+3$1,411
DTE ENERGY CO COM 10,566 -225 $1,339
     DTE10,566-225$1,339
HOME DEPOT INC COM 4,838 +1,058 $1,327
     HD4,838+1,058$1,327
JPMORGAN CHASE & CO COM 11,762 -551 $1,325
     JPM11,762-551$1,325
ABBOTT LABS COM 11,517 +84 $1,251
     ABT11,517+84$1,251
PFIZER INC COM 23,648 +5,088 $1,240
     PFE23,648+5,088$1,240
UNITEDHEALTH GROUP INC COM 2,371 +40 $1,218
     UNH2,371+40$1,218
ISHARES RUSSELL MID CAP ETF (IWR) 18,528 -261 $1,198
     IWR18,528-261$1,198
ISHARES RUSSELL 1000 VALUE ETF (IWD) 8,003 +1,736 $1,160
     IWD8,003+1,736$1,160
ISHARES RUSSELL 2000 VALUE ETF (IWN) 7,954 UNCH $1,083
     IWN7,954UNCH$1,083
COSTCO WHSL CORP NEW COM 2,150 +162 $1,031
     COST2,150+162$1,031
ISHARES MSCI EAFE ETF (EFA) 15,314 -5,354 $957
     EFA15,314-5,354$957
VANGUARD SMALL CAP GROWTH INDEX FUND (VBK) 4,598 -192 $906
     VBK4,598-192$906
INVESCO FTSE RAFI US 1000 ETF (PRF) 6,102 +136 $904
     PRF6,102+136$904
AUTOMATIC DATA PROCESSING INC COM 4,236 +1 $890
     ADP4,236+1$890
ISHARES S&P MIDCAP FUND (IJH) 3,781 -2 $855
     IJH3,781-2$855
TORONTO DOMINION BK ONT COM NEW 12,576 +164 $825
     TD12,576+164$825

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 06/30/2022: $598,497
At 03/31/2022: $535,438

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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