Plante Moran Financial Advisors, LLC
CIK Number: 0001424717
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 1.26M | +5.01% | 678.76M | 421.8 | 56.37% |
| 2 | VXF | Vanguard Extend... | 191.48 | +1.16% | 545.43K | +5.85% | 103.62M | 163.76 | 8.61% |
| 3 | VEA | Vanguard Develo... | 56.48 | +1.10% | 1.92M | +7.34% | 91.58M | 42.7 | 7.61% |
| 4 | VV | Vanguard Large ... | 283.29 | +0.67% | 160.76K | -3.33% | 43.36M | 177.76 | 3.60% |
| 5 | MUB | iShares Nationa... | 104.33 | +0.13% | 339.11K | -9.95% | 36.13M | 106.34 | 3.00% |
| 6 | AAPL | Apple Inc. | 201.21 | -0.18% | 95.55K | -5.68% | 23.93M | 74.38 | 1.99% |
| 7 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 28.53K | +2.62% | 16.72M | 292.94 | 1.39% |
| 8 | VBR | Vanguard Small ... | 195.46 | +1.41% | 77.75K | -2.23% | 15.41M | 173.75 | 1.28% |
| 9 | SPDW | SPDR Portfolio ... | 40.12 | +1.20% | 396.93K | -5.71% | 13.55M | 27.98 | 1.13% |
| 10 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 25.62K | -3.91% | 10.8M | 145.9 | 0.90% |
| 11 | IVV | iShares Core S&... | 614.96 | +0.82% | 12.81K | -19.12% | 7.54M | 339.29 | 0.63% |
| 12 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 12.72K | -10.61% | 5.76M | 201.42 | 0.48% |
| 13 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 23.82K | +4.15% | 5.22M | 133.62 | 0.43% |
| 14 | VTI | Vanguard Total ... | 302.04 | +0.90% | 17.14K | +13.94% | 4.97M | 212.94 | 0.41% |
| 15 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 31.63K | -0.5% | 4.25M | 25.42 | 0.35% |
| 16 | PEP | PepsiCo, Inc. | 128.20 | +0.14% | 27.05K | -45.25% | 4.11M | 139.67 | 0.34% |
| 17 | VUG | Vanguard Growth... | 433.78 | +0.82% | 9.48K | -1.27% | 3.89M | 201.1 | 0.32% |
| 18 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 19.21K | +2.30% | 3.64M | 88.46 | 0.30% |
| 19 | SCHM | Schwab U.S. Mid... | 27.86 | +1.18% | 125.69K | +195.35% | 3.48M | 23.43 | 0.29% |
| 20 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 13.76K | -41.04% | 3.3M | 157.92 | 0.27% |
| 21 | MCD | McDonald's Corp... | 285.78 | +0.08% | 9.97K | +14.67% | 2.89M | 244.9 | 0.24% |
| 22 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 14.7K | +4.07% | 2.8M | 79.97 | 0.23% |
| 23 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 26.01K | +5.69% | 2.8M | 77.14 | 0.23% |
| 24 | SYK | Stryker Corpora... | 390.56 | -0.43% | 7.42K | -18.61% | 2.67M | 157.44 | 0.22% |
| 25 | IWF | iShares Russell... | 419.42 | +0.96% | 6.11K | 0.00% | 2.45M | 207.02 | 0.20% |
| 26 | PG | The Procter & G... | 158.66 | -0.19% | 13.75K | -0.94% | 2.3M | 103.48 | 0.19% |
| 27 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 14.9K | -10% | 2.15M | 133.67 | 0.18% |
| 28 | GNTX | Gentex Corporat... | 21.84 | +1.04% | 68.8K | -0.02% | 1.98M | 32.53 | 0.16% |
| 29 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 3.84K | +36.27% | 1.96M | 424.13 | 0.16% |
| 30 | AMGN | Amgen Inc. | 279.05 | -0.47% | 7.24K | -0.23% | 1.89M | 263.21 | 0.16% |
| 31 | DTE | DTE Energy Comp... | 131.55 | +0.52% | 14.4K | +2.28% | 1.74M | 90.52 | 0.14% |
| 32 | META | Meta Platforms,... | 726.45 | +2.51% | 2.67K | +0.04% | 1.56M | 365.34 | 0.13% |
| 33 | HD | The Home Depot,... | 363.71 | +0.51% | 3.47K | +1.22% | 1.35M | 213.32 | 0.11% |
| 34 | XLK | Technology Sele... | 251.16 | +0.73% | 5.64K | +24.47% | 1.31M | 188.13 | 0.11% |
| 35 | IBM | International B... | 292.32 | +0.43% | 5.9K | -6.56% | 1.3M | 161.84 | 0.11% |
| 36 | V | Visa Inc. | 346.26 | +0.29% | 4.07K | +0.79% | 1.29M | 179.85 | 0.11% |
| 37 | EFA | iShares MSCI EA... | 88.55 | +1.13% | 16.67K | -1.37% | 1.26M | 71.65 | 0.10% |
| 38 | VBK | Vanguard Small ... | 275.93 | +1.40% | 4.35K | +0.53% | 1.22M | 152.26 | 0.10% |
| 39 | PRF | Invesco FTSE RA... | 41.94 | +0.99% | 30.09K | +0.58% | 1.21M | 30.17 | 0.10% |
| 40 | COST | Costco Wholesal... | 983.03 | -0.36% | 1.23K | -17.89% | 1.13M | 341.67 | 0.09% |
| 41 | ORCL | Oracle Corporat... | 213.02 | +1.09% | 6.57K | -7.29% | 1.1M | 66.49 | 0.09% |
| 42 | UNH | UnitedHealth Gr... | 302.52 | +0.17% | 2.13K | -10.47% | 1.08M | 313.06 | 0.09% |
| 43 | VTV | Vanguard Value ... | 176.23 | +0.72% | 6.02K | +170.90% | 1.02M | 153.2 | 0.08% |
| 44 | VGT | Vanguard Inform... | 656.89 | +0.75% | 1.64K | +67.73% | 1.02M | 536.51 | 0.08% |
| 45 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 1.3K | -21.14% | 1M | 276.13 | 0.08% |
| 46 | IWD | iShares Russell... | 192.93 | +0.76% | 5.07K | -1.94% | 938.16K | 154.88 | 0.08% |
| 47 | SCHX | Schwab U.S. Lar... | 24.23 | +0.81% | 40.36K | +283.61% | 935.54K | 18.92 | 0.08% |
| 48 | FMB | First Trust Man... | 49.78 | -0.11% | 18K | +256.79% | 918.18K | 51.07 | 0.08% |
| 49 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 2.26K | +12.61% | 912.68K | 240.4 | 0.08% |
| 50 | ITOT | iShares Core S&... | 133.78 | +0.92% | 7.05K | +22.49% | 906.38K | 102 | 0.08% |
| 51 | SPYG | SPDR Portfolio ... | 94.26 | +0.96% | 9.89K | -11.47% | 869.07K | 32.22 | 0.07% |
| 52 | IVE | iShares S&P 500... | 193.80 | +0.67% | 4.35K | -0.14% | 830.14K | 144.25 | 0.07% |
| 53 | DFAT | Dimensional U.S... | 53.88 | +1.69% | 14.68K | +4.96% | 817.01K | 45.36 | 0.07% |
| 54 | CVX | Chevron Corpora... | 144.42 | +0.83% | 5.62K | -41.37% | 813.23K | 119.94 | 0.07% |
| 55 | IJR | iShares Core S&... | 109.20 | +1.52% | 6.98K | -3.31% | 804.52K | 92.22 | 0.07% |
| 56 | IJH | iShares Core S&... | 61.88 | +1.38% | 12.87K | -2.57% | 801.93K | 41.48 | 0.07% |
| 57 | IWR | iShares Russell... | 91.43 | +0.95% | 8.93K | -5.49% | 789.77K | 51.59 | 0.07% |
| 58 | VO | Vanguard Mid Ca... | 277.93 | +0.78% | 2.97K | +81.54% | 784.41K | 241.94 | 0.07% |
| 59 | MAR | Marriott Intern... | 269.73 | +1.41% | 2.74K | +0.66% | 765.33K | 149.58 | 0.06% |
| 60 | TILT | FlexShares Morn... | 222.21 | +1.06% | 3.54K | 0.00% | 764.05K | 148.6 | 0.06% |
| 61 | SCHG | Schwab U.S. Lar... | 28.88 | +0.87% | 26.86K | +299.99% | 748.46K | 21.9 | 0.06% |
| 62 | VB | Vanguard Small ... | 237.05 | +1.40% | 3.08K | +90.48% | 740.02K | 228.02 | 0.06% |
| 63 | ADP | Automatic Data ... | 303.09 | +1.64% | 2.52K | +0.84% | 738.37K | 88.09 | 0.06% |
| 64 | VCIT | Vanguard Interm... | 82.66 | +0.30% | 9.11K | +100.00% | 731.09K | 80.27 | 0.06% |
| 65 | DIS | The Walt Disney... | 121.64 | +1.86% | 6.47K | -7.2% | 720.48K | 115.9 | 0.06% |
| 66 | DFUV | Dimensional US ... | 42.08 | +0.97% | 17.49K | 0.00% | 715.57K | 31.6 | 0.06% |
| 67 | NEE | NextEra Energy,... | 71.02 | +0.97% | 9.97K | -1.34% | 714.95K | 58.5 | 0.06% |
| 68 | VIG | Vanguard Divide... | 203.59 | +0.62% | 3.64K | +14.74% | 713.19K | 149.17 | 0.06% |
| 69 | PM | Philip Morris I... | 180.65 | +0.58% | 5.71K | -1.69% | 687.56K | 94.29 | 0.06% |
| 70 | BRK-A | Berkshire Hatha... | 728620.02 | -0.19% | 1 | -66.67% | 680.92K | 333677 | 0.06% |
| 71 | AON | Aon plc | 353.78 | -0.19% | 1.9K | 0.00% | 680.61K | 175.52 | 0.06% |
| 72 | DHR | Danaher Corpora... | 201.71 | +0.35% | 2.82K | 0.00% | 647.33K | 220.5 | 0.05% |
| 73 | MDY | SPDR S&P MIDCAP... | 565.37 | +1.38% | 1.1K | +0.64% | 628.25K | 399.82 | 0.05% |
| 74 | TD | The Toronto-Dom... | 72.89 | +1.24% | 11.58K | 0.00% | 616.41K | 45.49 | 0.05% |
| 75 | CMS | CMS Energy Corp... | 69.17 | +0.88% | 8.74K | -1.61% | 582.31K | 58.1 | 0.05% |
| 76 | ABBV | AbbVie Inc. | 186.97 | +0.85% | 3.25K | -71.66% | 578.1K | 82.71 | 0.05% |
| 77 | IWM | iShares Russell... | 215.50 | +1.67% | 2.6K | +18.13% | 574.59K | 169.09 | 0.05% |
| 78 | MDLZ | Mondelez Intern... | 67.76 | +0.71% | 9.1K | -17.82% | 543.72K | 52.99 | 0.05% |
| 79 | CMA | Comerica Incorp... | 59.12 | +2.16% | 8.64K | 0.00% | 534.24K | 55.63 | 0.04% |
| 80 | BR | Broadridge Fina... | 239.45 | +0.54% | 2.32K | +0.96% | 525.32K | 39.25 | 0.04% |
| 81 | DTM | DT Midstream, I... | 110.03 | +3.01% | 5.2K | +5.27% | 516.82K | 52.43 | 0.04% |
| 82 | IVW | iShares S&P 500... | 108.89 | +0.98% | 5.08K | +2.56% | 516.18K | 70.22 | 0.04% |
| 83 | SPLG | SPDR Portfolio ... | 72.20 | +0.80% | 7.42K | +1.95% | 511.6K | 56.45 | 0.04% |
| 84 | SCHW | The Charles Sch... | 89.52 | -0.32% | 6.79K | +0.95% | 502.52K | 53.31 | 0.04% |
| 85 | OLO | Olo Inc. | 8.76 | +1.39% | 65.28K | -21.14% | 501.38K | 8.84 | 0.04% |
| 86 | AMAT | Applied Materia... | 183.53 | +0.25% | 3.07K | +0.16% | 499.6K | 67.54 | 0.04% |
| 87 | TRV | The Travelers C... | 263.08 | +0.87% | 2.02K | -0.2% | 486.42K | 172.14 | 0.04% |
| 88 | VYM | Vanguard High D... | 132.15 | +0.88% | 3.8K | +5.65% | 484.59K | 102.91 | 0.04% |
| 89 | VOT | Vanguard Mid-Ca... | 280.12 | +0.84% | 1.9K | 0.00% | 483.14K | 202.04 | 0.04% |
| 90 | IWB | iShares Russell... | 336.34 | +0.86% | 1.49K | +2.20% | 479.7K | 200.99 | 0.04% |
| 91 | ABT | Abbott Laborato... | 133.70 | -2.69% | 4.23K | -64.19% | 478.34K | 68.58 | 0.04% |
| 92 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 2.05K | -42.37% | 474.83K | 108.66 | 0.04% |
| 93 | IJT | iShares S&P Sma... | 132.63 | +1.57% | 3.51K | -0.79% | 474.74K | 109.38 | 0.04% |
| 94 | SDY | SPDR S&P Divide... | 134.87 | +0.67% | 3.28K | 0.00% | 433.42K | 119.9 | 0.04% |
| 95 | MA | Mastercard Inco... | 546.24 | -0.63% | 821 | +2.63% | 432.4K | 270.1 | 0.04% |
| 96 | TJX | The TJX Compani... | 122.30 | -0.15% | 3.54K | -0.65% | 427.79K | 66.53 | 0.04% |
| 97 | CSCO | Cisco Systems, ... | 68.97 | +1.15% | 7.19K | -13.86% | 425.78K | 47.39 | 0.04% |
| 98 | RPG | Invesco S&P 500... | 45.10 | +1.33% | 9.75K | 0.00% | 402.29K | 36.7 | 0.03% |
| 99 | WMT | Walmart Inc. | 96.16 | -1.13% | 4.38K | -4.93% | 395.91K | 31.43 | 0.03% |
| 100 | SO | The Southern Co... | 90.25 | -0.16% | 4.74K | +14.56% | 390.01K | 66.68 | 0.03% |
| 101 | VOE | Vanguard Mid-Ca... | 164.11 | +0.73% | 2.41K | +13.06% | 389.22K | 137.27 | 0.03% |
| 102 | SCHD | Schwab U.S. Div... | 26.39 | +0.71% | 14.1K | +403.93% | 385.08K | 25.35 | 0.03% |
| 103 | ETN | Eaton Corporati... | 348.68 | +1.85% | 1.14K | +8.03% | 379.5K | 115.2 | 0.03% |
| 104 | EPD | Enterprise Prod... | 31.09 | +1.11% | 11.8K | 0.00% | 369.99K | 21.23 | 0.03% |
| 105 | ARM | Arm Holdings pl... | 158.22 | +0.58% | 2.96K | +0.07% | 365.15K | 67.41 | 0.03% |
| 106 | CME | CME Group Inc. | 272.92 | -0.04% | 1.56K | +3.52% | 361.58K | 199.61 | 0.03% |
| 107 | NSC | Norfolk Souther... | 255.65 | +0.17% | 1.52K | 0.00% | 357.59K | 277.02 | 0.03% |
| 108 | CAT | Caterpillar Inc... | 382.01 | +2.81% | 977 | -0.1% | 354.42K | 210.89 | 0.03% |
| 109 | EMR | Emerson Electri... | 132.87 | +2.65% | 2.86K | +1.75% | 353.94K | 64.1 | 0.03% |
| 110 | WFC | Wells Fargo & C... | 79.98 | +1.15% | 5.04K | +4.01% | 353.7K | 42.44 | 0.03% |
| 111 | RTX | RTX Corporation | 142.71 | +0.94% | 3.03K | +1.95% | 350.63K | 82.84 | 0.03% |
| 112 | IAU | iShares Gold Tr... | 62.80 | -0.09% | 7.03K | -1.5% | 348.15K | 35.57 | 0.03% |
| 113 | QUAL | iShares MSCI US... | 180.45 | +0.60% | 1.95K | +2.09% | 347.48K | 167.14 | 0.03% |
| 114 | QCOM | QUALCOMM Incorp... | 158.18 | +1.44% | 2.23K | +367.09% | 342.26K | 150.44 | 0.03% |
| 115 | MMC | Marsh & McLenna... | 215.94 | -0.17% | 1.61K | 0.00% | 342.21K | 130.34 | 0.03% |
| 116 | DVY | iShares Select ... | 131.96 | +0.98% | 2.52K | -3.81% | 331.38K | 98.5 | 0.03% |
| 117 | UNP | Union Pacific C... | 229.69 | +1.27% | 1.45K | +1.82% | 331.34K | 180.08 | 0.03% |
| 118 | GLD | SPDR Gold Share... | 306.79 | -0.11% | 1.33K | -12.98% | 323K | 193.9 | 0.03% |
| 119 | MGC | Vanguard Mega C... | 223.37 | +0.90% | 1.5K | +100.00% | 318.56K | 212.66 | 0.03% |
| 120 | NOW | ServiceNow, Inc... | 1012.00 | +0.68% | 299 | +3.82% | 316.98K | 552.85 | 0.03% |
| 121 | AEE | Ameren Corporat... | 95.38 | +0.29% | 3.55K | +12.70% | 316.45K | 79.31 | 0.03% |
| 122 | VT | Vanguard Total ... | 127.47 | +0.95% | 2.64K | +1.19% | 309.75K | 105.19 | 0.03% |
| 123 | FSLR | First Solar, In... | 155.56 | +1.87% | 1.75K | 0.00% | 307.71K | 134.8 | 0.03% |
| 124 | ONEQ | Fidelity Nasdaq... | 79.37 | +1.02% | 4.04K | +49.67% | 307.36K | 59.98 | 0.03% |
| 125 | CLX | The Clorox Comp... | 118.01 | -1.23% | 1.87K | 0.00% | 304.03K | 118.1 | 0.03% |
| 126 | LDOS | Leidos Holdings... | 155.66 | +1.11% | 2.1K | -8.68% | 302.96K | 88.55 | 0.03% |
| 127 | IWN | iShares Russell... | 157.65 | +1.62% | 1.83K | +63.22% | 300.92K | 159.56 | 0.03% |
| 128 | GILD | Gilead Sciences... | 107.67 | +1.65% | 3.22K | 0.00% | 297.8K | 77.69 | 0.02% |
| 129 | EFV | iShares MSCI EA... | 63.08 | +1.07% | 5.63K | -0.07% | 295.46K | 48.5 | 0.02% |
| 130 | XLY | Consumer Discre... | 215.15 | +0.98% | 1.31K | 0.00% | 294.8K | 153.77 | 0.02% |
| 131 | DFAC | Dimensional U.S... | 35.55 | +1.01% | 8.48K | 0.00% | 293.49K | 28.55 | 0.02% |
| 132 | MRK | Merck & Co., In... | 78.92 | -0.94% | 2.92K | +4.51% | 290.41K | 99.5 | 0.02% |
| 133 | KO | The Coca-Cola C... | 69.48 | -0.21% | 4.62K | -3.29% | 287.52K | 49.11 | 0.02% |
| 134 | IJK | iShares S&P Mid... | 90.51 | +1.31% | 3.13K | -1.48% | 284.16K | 78.22 | 0.02% |
| 135 | HON | Honeywell Inter... | 226.44 | +2.10% | 1.25K | -36.35% | 282.71K | 183.22 | 0.02% |
| 136 | FTNT | Fortinet, Inc. | 103.89 | +0.19% | 2.97K | -0.24% | 280.51K | 22.18 | 0.02% |
| 137 | IEFA | iShares Core MS... | 82.55 | +1.22% | 3.98K | +5.74% | 279.86K | 66.35 | 0.02% |
| 138 | FEX | First Trust Lar... | 108.66 | +0.63% | 2.67K | 0.00% | 278.36K | 53.42 | 0.02% |
| 139 | IYW | iShares U.S. Te... | 171.64 | +0.87% | 1.68K | +3.84% | 267.68K | 97.85 | 0.02% |
| 140 | GWW | W.W. Grainger, ... | 1016.00 | -0.77% | 250 | 0.00% | 263.51K | 408.03 | 0.02% |
| 141 | BAC | Bank of America... | 47.51 | +1.40% | 5.98K | +10.93% | 262.69K | 37.29 | 0.02% |
| 142 | DOV | Dover Corporati... | 183.40 | +1.86% | 1.4K | 0.00% | 261.7K | 62.68 | 0.02% |
| 143 | PRA | ProAssurance Co... | 22.89 | +0.20% | 16.38K | 0.00% | 260.53K | 36.14 | 0.02% |
| 144 | FTGC | First Trust Glo... | 24.79 | +0.10% | 10.83K | 0.00% | 259.19K | 22.77 | 0.02% |
| 145 | IMCV | iShares Morning... | 75.53 | +1.00% | 3.45K | 0.00% | 256.42K | 59.82 | 0.02% |
| 146 | DE | Deere & Company | 508.48 | +0.34% | 604 | +19.84% | 255.91K | 330.91 | 0.02% |
| 147 | J | Jacobs Engineer... | 129.66 | +1.25% | 1.88K | 0.00% | 250.67K | 90.58 | 0.02% |
| 148 | PH | Parker-Hannifin... | 693.35 | +2.95% | 392 | 0.00% | 249.32K | 219.61 | 0.02% |
| 149 | AXP | American Expres... | 311.66 | +0.99% | 840 | -48.97% | 249.3K | 181.06 | 0.02% |
| 150 | FNDF | Schwab Fundamen... | 39.70 | +1.19% | 7.48K | +77.45% | 248.29K | 30.57 | 0.02% |