Plante Moran Financial Advisors, LLC Q2 2024 Filing

Filed August 12, 2024

Portfolio Value

$1.0B

Holdings

813

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (813 positions)

StockValue
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND
$259K
FMBFIRST TRUST MANAGED MUNICIPAL ETF
$258K
CLXCLOROX CO DEL COM
$255K
DOVDOVER CORP COM
$252K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$250K
GILDGILEAD SCIENCES INC COM
$249K
IMCVISHARES MORNINGSTAR MID-CAP VALUE ETF
$243K
BLDTOPBUILD CORP COM
$242K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$240K
GEGE AEROSPACE COM NEW
$238K
BACBANK AMERICA CORP COM
$235K
INTUINTUIT COM
$230K
GWWGRAINGER W W INC COM
$226K
AEEAMEREN CORP COM
$224K
CVSCVS HEALTH CORP COM
$223K
NOWSERVICENOW INC COM
$220K
TTTRANE TECHNOLOGIES PLC SHS
$218K
CAMBRIDGE BANCORP COM
$218K
SBUXSTARBUCKS CORP COM
$217K
VHTVANGUARD HEALTH CARE ETF
$216K
SCHBSCHWAB U.S. BROAD MARKET ETF
$214K
IYWISHARES U.S. TECHNOLOGY ETF
$210K
DGROISHARES CORE DIVIDEND GROWTH ETF
$209K
FANGDIAMONDBACK ENERGY INC COM
$205K
IYHISHARES U.S. HEALTHCARE ETF
$204K
EFGISHARES MSCI EAFE GROWTH ETF
$203K
IMCBISHARES MORNINGSTAR MID-CAP ETF
$202K
PHPARKER-HANNIFIN CORP COM
$201K
PRAPROASSURANCE CORP COM
$200K
CACCCREDIT ACCEP CORP MICH COM
$199K
DEDEERE & CO COM
$197K
FTNTFORTINET INC COM
$193K
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF
$189K
RPMRPM INTL INC COM
$185K
YUMYUM BRANDS INC COM
$181K
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
$172K
IWNISHARES RUSSELL 2000 VALUE ETF
$171K
KELKELLANOVA COM
$169K
GLWCORNING INC COM
$166K
DDDUPONT DE NEMOURS INC COM
$164K
DENNDENNYS CORP COM
$164K
CMCSACOMCAST CORP NEW CL A
$163K
ALSALLSTATE CORP COM
$163K
KLACKLA CORP COM NEW
$162K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$156K
PSAPUBLIC STORAGE OPER CO COM
$156K
CWSTCASELLA WASTE SYS INC CL A
$154K
OKEONEOK INC NEW COM
$152K
DALDELTA AIR LINES INC DEL COM NEW
$150K
MLKNMILLERKNOLL INC COM
$150K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$148K
DRIDARDEN RESTAURANTS INC COM
$147K
HBANHUNTINGTON BANCSHARES INC COM
$147K
ISRGINTUITIVE SURGICAL INC COM NEW
$145K
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$145K
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$143K
CNRCANADIAN NATL RY CO COM
$141K
MGMMGM RESORTS INTERNATIONAL COM
$140K
UPSUNITED PARCEL SERVICE INC CL B
$137K
ANDEANDERSONS INC COM
$136K
AFLAFLAC INC COM
$136K
NFLXNETFLIX INC COM
$136K
GMGENERAL MTRS CO COM
$134K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$133K
NUENUCOR CORP COM
$130K
FITBFIFTH THIRD BANCORP COM
$128K
GDGENERAL DYNAMICS CORP COM
$128K
CINFCINCINNATI FINL CORP COM
$127K
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$126K
CTVACORTEVA INC COM
$125K
HEIHEICO CORP NEW COM
$124K
DYHTARGET CORP COM
$123K
NKENIKE INC CL B
$122K
SONYSONY GROUP CORP SPONSORED ADR
$120K
ADIANALOG DEVICES INC COM
$120K
DOWDOW INC COM
$120K
CRMSALESFORCE INC COM
$119K
OEFISHARES S&P 100 ETF
$119K
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
$117K
NBTBNBT BANCORP INC COM
$115K
CLCOLGATE PALMOLIVE CO COM
$115K
STELSTELLAR BANCORP INC COM
$114K
XEXGXEATON VANCE TAX-MANAGED GLOBAL COM
$113K
ECLECOLAB INC COM
$113K
SCHASCHWAB U.S. SMALL-CAP ETF
$113K
NEOGNEOGEN CORP COM
$113K
TXNTEXAS INSTRS INC COM
$112K
DUKDUKE ENERGY CORP NEW COM NEW
$112K
LHXL3HARRIS TECHNOLOGIES INC COM
$109K
SPGMSPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF
$107K
BACVERIZON COMMUNICATIONS INC COM
$105K
MOALTRIA GROUP INC COM
$104K
WMWASTE MGMT INC DEL COM
$104K
CSXCSX CORP COM
$102K
CGGRCAPITAL GROUP GROWTH ETF
$101K
OXYOCCIDENTAL PETE CORP COM
$101K
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$101K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$100K
HEIHEICO CORP NEW CL A
$99K
RSGREPUBLIC SVCS INC COM
$97K
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