Plante Moran Financial Advisors, LLC
CIK Number: 0001424717
Main Sectors:
Top Industries:
Filing Date: May 8, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 1.29M | +2.46% | 663.31M | 424.01 | 57.05% | Share |
| 2 | VXF | Vanguard Extend... | 200.85 | -1.21% | 671.01K | +23.02% | 115.59M | 165.35 | 9.94% | Share |
| 3 | VEA | Vanguard Develo... | 58.60 | -0.18% | 1.78M | -6.94% | 90.59M | 42.7 | 7.79% | Share |
| 4 | VV | Vanguard Large ... | 297.69 | +0.03% | 154.37K | -3.97% | 39.68M | 177.76 | 3.41% | Share |
| 5 | MUB | iShares Nationa... | 104.03 | -0.18% | 293.33K | -13.5% | 30.93M | 106.34 | 2.66% | Share |
| 6 | AAPL | Apple Inc. | 232.81 | -0.22% | 83.02K | -13.12% | 18.44M | 74.38 | 1.59% | Share |
| 7 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 28.7K | +0.61% | 16.05M | 294.54 | 1.38% | Share |
| 8 | VBR | Vanguard Small ... | 204.30 | -1.15% | 77.14K | -0.77% | 14.37M | 173.75 | 1.24% | Share |
| 9 | SPDW | SPDR Portfolio ... | 41.64 | -0.19% | 337.5K | -14.97% | 12.29M | 27.98 | 1.06% | Share |
| 10 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 21.63K | -15.6% | 8.12M | 145.9 | 0.70% | Share |
| 11 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 12.21K | -4% | 6.5M | 201.42 | 0.56% | Share |
| 12 | IVV | iShares Core S&... | 648.15 | +0.01% | 10.66K | -16.8% | 5.99M | 339.29 | 0.52% | Share |
| 13 | VTI | Vanguard Total ... | 317.25 | -0.13% | 18.88K | +10.12% | 5.19M | 218.63 | 0.45% | Share |
| 14 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 24.2K | +1.63% | 4.6M | 134.53 | 0.40% | Share |
| 15 | SCHM | Schwab U.S. Mid... | 28.97 | -1.03% | 160.6K | +27.78% | 4.21M | 24.03 | 0.36% | Share |
| 16 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 26.97K | -0.3% | 4.04M | 139.67 | 0.35% | Share |
| 17 | VUG | Vanguard Growth... | 463.54 | +0.15% | 9.78K | +3.14% | 3.63M | 206.27 | 0.31% | Share |
| 18 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 12.81K | -6.84% | 3.14M | 157.92 | 0.27% | Share |
| 19 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 17.87K | -6.99% | 2.76M | 88.46 | 0.24% | Share |
| 20 | SYK | Stryker Corpora... | 378.47 | -0.13% | 6.17K | -16.9% | 2.3M | 157.44 | 0.20% | Share |
| 21 | PG | The Procter & G... | 153.70 | -1.1% | 13.41K | -2.45% | 2.29M | 103.48 | 0.20% | Share |
| 22 | IWF | iShares Russell... | 450.40 | +0.11% | 6.14K | +0.52% | 2.22M | 207.82 | 0.19% | Share |
| 23 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 13.31K | -9.48% | 2.08M | 79.97 | 0.18% | Share |
| 24 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 18.95K | -40.08% | 2.05M | 25.42 | 0.18% | Share |
| 25 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 11.84K | -20.5% | 1.96M | 133.67 | 0.17% | Share |
| 26 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 4.04K | +5.18% | 1.89M | 426.33 | 0.16% | Share |
| 27 | DTE | DTE Energy Comp... | 139.93 | -1.11% | 12.53K | -12.95% | 1.73M | 90.52 | 0.15% | Share |
| 28 | GNTX | Gentex Corporat... | 27.69 | -0.54% | 68.8K | 0.00% | 1.6M | 32.53 | 0.14% | Share |
| 29 | META | Meta Platforms,... | 781.96 | +0.24% | 2.63K | -1.5% | 1.51M | 365.34 | 0.13% | Share |
| 30 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 11.11K | -57.28% | 1.32M | 77.14 | 0.11% | Share |
| 31 | HD | The Home Depot,... | 400.32 | -1.68% | 3.56K | +2.68% | 1.31M | 217.32 | 0.11% | Share |
| 32 | COST | Costco Wholesal... | 975.42 | -0.35% | 1.34K | +8.78% | 1.27M | 390.43 | 0.11% | Share |
| 33 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 15.18K | -8.92% | 1.24M | 71.65 | 0.11% | Share |
| 34 | PRF | Invesco FTSE RA... | 43.66 | -0.13% | 30.04K | -0.19% | 1.21M | 30.17 | 0.10% | Share |
| 35 | VTV | Vanguard Value ... | 180.44 | -0.2% | 6.93K | +15.01% | 1.2M | 155.75 | 0.10% | Share |
| 36 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 1.38K | +6.01% | 1.14M | 307.29 | 0.10% | Share |
| 37 | MCD | McDonald's Corp... | 308.84 | +1.24% | 3.57K | -64.2% | 1.11M | 244.9 | 0.10% | Share |
| 38 | VBK | Vanguard Small ... | 285.85 | -1.33% | 4.35K | +0.07% | 1.1M | 152.33 | 0.09% | Share |
| 39 | V | Visa Inc. | 345.40 | +0.83% | 3.08K | -24.28% | 1.08M | 179.85 | 0.09% | Share |
| 40 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 7.61K | +15.78% | 1.06M | 76.48 | 0.09% | Share |
| 41 | IBM | International B... | 237.04 | -1.26% | 3.96K | -32.8% | 985.18K | 161.84 | 0.08% | Share |
| 42 | IWD | iShares Russell... | 198.66 | -0.29% | 5.15K | +1.56% | 968.39K | 155.39 | 0.08% | Share |
| 43 | XLK | Technology Sele... | 267.74 | -0.21% | 4.53K | -19.66% | 935.67K | 188.13 | 0.08% | Share |
| 44 | PM | Philip Morris I... | 165.25 | -0.38% | 5.71K | -0.09% | 906.03K | 94.29 | 0.08% | Share |
| 45 | ITOT | iShares Core S&... | 140.91 | -0.11% | 7.33K | +3.99% | 894.09K | 102.76 | 0.08% | Share |
| 46 | VGT | Vanguard Inform... | 704.44 | -0.4% | 1.65K | +0.55% | 892.53K | 536.54 | 0.08% | Share |
| 47 | FMB | First Trust Man... | 49.81 | -0.11% | 17.53K | -2.63% | 883.7K | 51.07 | 0.08% | Share |
| 48 | IVE | iShares S&P 500... | 202.03 | -0.1% | 4.38K | +0.76% | 835.12K | 144.6 | 0.07% | Share |
| 49 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 3.09K | +4.07% | 799.28K | 242.6 | 0.07% | Share |
| 50 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 1 | 0.00% | 798.44K | 333677 | 0.07% | Share |
| 51 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 9.7K | -1.94% | 779.19K | 32.22 | 0.07% | Share |
| 52 | IJR | iShares Core S&... | 115.17 | -1.4% | 7.24K | +3.71% | 757.15K | 92.66 | 0.07% | Share |
| 53 | AON | Aon plc | 366.34 | -1.23% | 1.9K | 0.00% | 756.28K | 175.52 | 0.07% | Share |
| 54 | DFUV | Dimensional US ... | 43.41 | -0.48% | 18.29K | +4.59% | 753.69K | 32.02 | 0.06% | Share |
| 55 | IWR | iShares Russell... | 94.44 | -0.87% | 8.82K | -1.24% | 750.57K | 51.59 | 0.06% | Share |
| 56 | CVX | Chevron Corpora... | 155.20 | -0.43% | 4.44K | -20.94% | 742.6K | 119.94 | 0.06% | Share |
| 57 | ADP | Automatic Data ... | 301.52 | -1.12% | 2.41K | -4.48% | 736.13K | 88.09 | 0.06% | Share |
| 58 | TILT | FlexShares Morn... | 234.10 | -0.17% | 3.54K | 0.00% | 727.89K | 148.6 | 0.06% | Share |
| 59 | DFAT | Dimensional U.S... | 56.95 | -0.92% | 14.04K | -4.38% | 722.7K | 45.36 | 0.06% | Share |
| 60 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 31.56K | -21.8% | 696.92K | 18.92 | 0.06% | Share |
| 61 | TD | The Toronto-Dom... | 74.50 | +0.03% | 11.58K | 0.00% | 693.99K | 45.49 | 0.06% | Share |
| 62 | VCIT | Vanguard Interm... | 83.12 | -0.25% | 8.43K | -7.47% | 689.04K | 80.27 | 0.06% | Share |
| 63 | VB | Vanguard Small ... | 246.81 | -1.26% | 3.08K | -0.06% | 682.55K | 228.02 | 0.06% | Share |
| 64 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 1.29K | -39.3% | 677.19K | 313.06 | 0.06% | Share |
| 65 | AMGN | Amgen Inc. | 290.28 | +0.33% | 2.15K | -70.31% | 670.22K | 263.21 | 0.06% | Share |
| 66 | DIS | The Walt Disney... | 116.33 | -0.27% | 6.63K | +2.52% | 654.66K | 115.48 | 0.06% | Share |
| 67 | MAR | Marriott Intern... | 266.49 | -1.19% | 2.73K | -0.66% | 649.26K | 149.58 | 0.06% | Share |
| 68 | MDLZ | Mondelez Intern... | 61.42 | -1.24% | 8.95K | -1.64% | 607.53K | 52.99 | 0.05% | Share |
| 69 | NEE | NextEra Energy,... | 72.22 | -0.1% | 8.4K | -15.74% | 595.69K | 58.5 | 0.05% | Share |
| 70 | VIG | Vanguard Divide... | 210.08 | +0.06% | 3.07K | -15.73% | 595.43K | 149.17 | 0.05% | Share |
| 71 | MDY | SPDR S&P MIDCAP... | 583.00 | -1.34% | 1.1K | -0.63% | 584.69K | 399.82 | 0.05% | Share |
| 72 | DHR | Danaher Corpora... | 210.15 | +0.48% | 2.82K | 0.00% | 578.1K | 220.5 | 0.05% | Share |
| 73 | IJH | iShares Core S&... | 63.85 | -1.31% | 9.57K | -25.66% | 558.29K | 41.48 | 0.05% | Share |
| 74 | BR | Broadridge Fina... | 259.14 | -0.97% | 2.3K | -0.95% | 558.02K | 39.25 | 0.05% | Share |
| 75 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 8.42K | +13.48% | 553.76K | 57.55 | 0.05% | Share |
| 76 | CMS | CMS Energy Corp... | 72.59 | -1.18% | 7.11K | -18.59% | 534.25K | 58.1 | 0.05% | Share |
| 77 | SCHW | The Charles Sch... | 97.75 | +2.26% | 6.77K | -0.31% | 529.9K | 53.31 | 0.05% | Share |
| 78 | IWM | iShares Russell... | 228.20 | -1.31% | 2.58K | -0.81% | 514.39K | 169.09 | 0.04% | Share |
| 79 | DTM | DT Midstream, I... | 103.68 | -0.12% | 5.1K | -1.81% | 492.48K | 52.43 | 0.04% | Share |
| 80 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 7.9K | +9.83% | 487.46K | 48.67 | 0.04% | Share |
| 81 | TRV | The Travelers C... | 268.64 | -0.25% | 1.83K | -9.46% | 483.43K | 172.14 | 0.04% | Share |
| 82 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 1.86K | -17.57% | 482.81K | 240.4 | 0.04% | Share |
| 83 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 2.3K | -29.42% | 481.06K | 82.71 | 0.04% | Share |
| 84 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 19.05K | -29.07% | 477K | 21.9 | 0.04% | Share |
| 85 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 2.73K | +33.45% | 457.6K | 123.39 | 0.04% | Share |
| 86 | IWB | iShares Russell... | 354.15 | -0.03% | 1.49K | 0.00% | 456.74K | 200.99 | 0.04% | Share |
| 87 | IVW | iShares S&P 500... | 115.82 | +0.14% | 4.89K | -3.86% | 453.75K | 70.22 | 0.04% | Share |
| 88 | ARM | Arm Holdings pl... | 140.53 | -0.76% | 4.21K | +42.23% | 449.59K | 79.1 | 0.04% | Share |
| 89 | SDY | SPDR S&P Divide... | 140.47 | -0.75% | 3.28K | 0.00% | 445.17K | 119.9 | 0.04% | Share |
| 90 | MA | Mastercard Inco... | 583.65 | +0.99% | 800 | -2.56% | 438.59K | 270.1 | 0.04% | Share |
| 91 | WMT | Walmart Inc. | 100.84 | -0.15% | 4.98K | +13.69% | 437.37K | 38.22 | 0.04% | Share |
| 92 | IJT | iShares S&P Sma... | 138.28 | -1.59% | 3.49K | -0.43% | 434.75K | 109.38 | 0.04% | Share |
| 93 | ABT | Abbott Laborato... | 129.32 | -0.06% | 3.27K | -22.56% | 434.41K | 68.58 | 0.04% | Share |
| 94 | TJX | The TJX Compani... | 132.95 | -0.86% | 3.54K | 0.00% | 431.29K | 66.53 | 0.04% | Share |
| 95 | VOT | Vanguard Mid-Ca... | 285.33 | -0.85% | 1.75K | -8.14% | 427.88K | 202.04 | 0.04% | Share |
| 96 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 7.07K | +0.48% | 416.61K | 35.69 | 0.04% | Share |
| 97 | VYM | Vanguard High D... | 137.35 | -0.17% | 3.22K | -15.11% | 415.77K | 102.91 | 0.04% | Share |
| 98 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 14.78K | +4.83% | 413.12K | 25.47 | 0.04% | Share |
| 99 | RTX | RTX Corporation | 155.06 | -0.42% | 3.11K | +2.71% | 412.23K | 84.15 | 0.04% | Share |
| 100 | KO | The Coca-Cola C... | 69.52 | -1.33% | 5.65K | +22.43% | 404.91K | 53.24 | 0.03% | Share |
| 101 | SO | The Southern Co... | 94.18 | -0.64% | 4.34K | -8.48% | 398.69K | 66.68 | 0.03% | Share |
| 102 | VOE | Vanguard Mid-Ca... | 170.66 | -0.55% | 2.42K | +0.37% | 387.7K | 137.36 | 0.03% | Share |
| 103 | PRA | ProAssurance Co... | 23.95 | -0.27% | 16.38K | 0.00% | 382.36K | 36.14 | 0.03% | Share |
| 104 | RPG | Invesco S&P 500... | 46.44 | -0.94% | 9.75K | 0.00% | 372.94K | 36.7 | 0.03% | Share |
| 105 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 396 | +77.58% | 369.28K | 729.53 | 0.03% | Share |
| 106 | NSC | Norfolk Souther... | 282.46 | +0.22% | 1.52K | 0.00% | 360.86K | 277.02 | 0.03% | Share |
| 107 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 1.24K | -7.27% | 356.43K | 193.9 | 0.03% | Share |
| 108 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 2.28K | +2.24% | 349.92K | 150.51 | 0.03% | Share |
| 109 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 4.87K | -3.4% | 349.24K | 42.44 | 0.03% | Share |
| 110 | ALNY | Alnylam Pharmac... | 442.85 | +2.39% | 1.28K | +102.36% | 346.98K | 231.17 | 0.03% | Share |
| 111 | EMR | Emerson Electri... | 134.37 | -0.43% | 3.05K | +6.83% | 334.51K | 67.01 | 0.03% | Share |
| 112 | GE | GE Aerospace | 269.72 | +0.32% | 1.64K | +69.14% | 329.05K | 130.08 | 0.03% | Share |
| 113 | UNP | Union Pacific C... | 221.35 | -0.82% | 1.38K | -4.82% | 326.72K | 180.08 | 0.03% | Share |
| 114 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 989 | +1.23% | 326.17K | 212.33 | 0.03% | Share |
| 115 | CMA | Comerica Incorp... | 69.16 | +0.40% | 5.35K | -38.1% | 315.78K | 55.63 | 0.03% | Share |
| 116 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 1.82K | -6.56% | 311.58K | 167.14 | 0.03% | Share |
| 117 | SCHB | Schwab U.S. Bro... | 24.87 | -0.12% | 14.08K | +37.71% | 303.22K | 16.48 | 0.03% | Share |
| 118 | F | Ford Motor Comp... | 11.44 | -0.04% | 30.12K | +37.49% | 302.1K | 11.32 | 0.03% | Share |
| 119 | MGC | Vanguard Mega C... | 235.60 | +0.20% | 1.5K | 0.00% | 301.67K | 212.66 | 0.03% | Share |
| 120 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 5.11K | -9.29% | 301.07K | 48.5 | 0.03% | Share |
| 121 | OKE | ONEOK, Inc. | 74.80 | -0.7% | 2.9K | +46.42% | 287.91K | 73.65 | 0.02% | Share |
| 122 | ETN | Eaton Corporati... | 355.05 | -0.68% | 1.06K | -7.43% | 287.74K | 115.2 | 0.02% | Share |
| 123 | DE | Deere & Company | 478.62 | -6.8% | 608 | +0.66% | 285.53K | 331.82 | 0.02% | Share |
| 124 | DVY | iShares Select ... | 138.75 | -0.41% | 2.12K | -16.09% | 284.43K | 98.5 | 0.02% | Share |
| 125 | XPO | XPO Logistics, ... | 128.68 | -1.25% | 2.63K | +3.55K% | 282.5K | 105.61 | 0.02% | Share |
| 126 | DFAC | Dimensional U.S... | 37.47 | -0.39% | 8.48K | 0.00% | 279.92K | 28.55 | 0.02% | Share |
| 127 | XLY | Consumer Discre... | 229.61 | -0.1% | 1.4K | +6.77% | 277.04K | 156.54 | 0.02% | Share |
| 128 | IWN | iShares Russell... | 167.47 | -1.27% | 1.83K | 0.00% | 276.75K | 159.56 | 0.02% | Share |
| 129 | FTGC | First Trust Glo... | 24.78 | -0.26% | 10.83K | 0.00% | 276.41K | 22.77 | 0.02% | Share |
| 130 | FTNT | Fortinet, Inc. | 77.25 | -2.62% | 2.87K | -3.47% | 275.88K | 22.18 | 0.02% | Share |
| 131 | CLX | The Clorox Comp... | 121.58 | -1.07% | 1.87K | 0.00% | 275.65K | 118.1 | 0.02% | Share |
| 132 | ONEQ | Fidelity Nasdaq... | 85.40 | -0.04% | 4.04K | 0.00% | 275.05K | 59.98 | 0.02% | Share |
| 133 | BAC | Bank of America... | 47.70 | +0.97% | 6.58K | +10.17% | 274.8K | 37.7 | 0.02% | Share |
| 134 | IEFA | iShares Core MS... | 85.61 | -0.04% | 3.62K | -9.09% | 273.85K | 66.35 | 0.02% | Share |
| 135 | FEX | First Trust Lar... | 113.44 | -0.61% | 2.67K | 0.00% | 273.47K | 53.42 | 0.02% | Share |
| 136 | OLO | Olo Inc. | 10.19 | -0.1% | 45.14K | -30.85% | 272.66K | 8.84 | 0.02% | Share |
| 137 | FNDF | Schwab Fundamen... | 41.93 | -0.31% | 7.48K | 0.00% | 270.2K | 30.57 | 0.02% | Share |
| 138 | IYW | iShares U.S. Te... | 184.93 | -0.22% | 1.88K | +12.04% | 264.03K | 102.43 | 0.02% | Share |
| 139 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 1.51K | +3.67K% | 261.4K | 172.8 | 0.02% | Share |
| 140 | IJK | iShares S&P Mid... | 93.60 | -1.47% | 3.13K | 0.00% | 260.25K | 78.22 | 0.02% | Share |
| 141 | NOW | ServiceNow, Inc... | 850.65 | -1.42% | 324 | +8.36% | 257.95K | 571.62 | 0.02% | Share |
| 142 | HON | Honeywell Inter... | 218.15 | -0.73% | 1.21K | -3.27% | 256.34K | 183.22 | 0.02% | Share |
| 143 | IMCV | iShares Morning... | 78.75 | -0.46% | 3.45K | 0.00% | 256.18K | 59.82 | 0.02% | Share |
| 144 | DAL | Delta Air Lines... | 58.97 | -0.76% | 5.73K | +101.76% | 249.99K | 42.93 | 0.02% | Share |
| 145 | ALL | The Allstate Co... | 208.73 | -0.04% | 1.21K | +18.12% | 249.63K | 132.61 | 0.02% | Share |
| 146 | GWW | W.W. Grainger, ... | 974.58 | -0.76% | 250 | 0.00% | 246.96K | 408.03 | 0.02% | Share |
| 147 | LDOS | Leidos Holdings... | 178.37 | -1.97% | 1.82K | -13.31% | 246K | 88.55 | 0.02% | Share |
| 148 | DOV | Dover Corporati... | 179.40 | -1.88% | 1.4K | 0.00% | 245.07K | 62.68 | 0.02% | Share |
| 149 | PH | Parker-Hannifin... | 745.38 | -2.19% | 396 | +1.02% | 240.71K | 223.53 | 0.02% | Share |
| 150 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 485 | +42.65% | 240.21K | 330.35 | 0.02% | Share |