CIK 1424717
Plante Moran Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
811
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FSLR | FIRST SOLAR INC COM | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW COM | 5K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 8K | $100K–$500K | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 2K | $100K–$500K | SH |
| QCOM | QUALCOMM INC COM | 3K | $100K–$500K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 4K | $100K–$500K | SH |
| DE | DEERE & CO COM | 909 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED CL A | 741 | $100K–$500K | SH |
| PRA | PROASSURANCE CORP COM | 16K | $100K–$500K | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 3K | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4K | $100K–$500K | SH |
| MGC | VANGUARD MEGA CAP ETF | 1K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 3K | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 4K | $100K–$500K | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 14K | $100K–$500K | SH |
| ETN | EATON CORP PLC SHS | 1K | $100K–$500K | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO COM | 4K | $100K–$500K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 5K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC COM | 1K | $100K–$500K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 2K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 392 | $100K–$500K | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 2K | $100K–$500K | SH |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | 7K | $100K–$500K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 2K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC COM | 7K | $100K–$500K | SH |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | 3K | $100K–$500K | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 8K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO COM | 831 | $100K–$500K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| F | FORD MTR CO COM | 23K | $100K–$500K | SH |
| NFLX | NETFLIX INC. COM | 3K | $100K–$500K | SH |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | 6K | $100K–$500K | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 3K | $100K–$500K | SH |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | 3K | $100K–$500K | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 10K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 844 | $100K–$500K | SH |
| GLW | CORNING INC COM | 3K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 468 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 1K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 406 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 549 | $100K–$500K | SH |
| BLD | TOPBUILD CORP COM | 629 | $100K–$500K | SH |
| CMA | COMERICA INC COM | 3K | $100K–$500K | SH |
| WMT | WALMART INC COM | 2K | $100K–$500K | SH |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 3K | $100K–$500K | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 2K | $100K–$500K | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 3K | $100K–$500K | SH |
| GWW | WW GRAINGER INC COM | 255 | $100K–$500K | SH |