Plante Moran Financial Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Plante Moran Financial Advisors, LLC reported 900 stock positions worth $1.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 56.4% of the portfolio, followed by Vanguard Extended Market ETF (VXF, 8.6%) and Vanguard Ftse Developed ETF (VEA, 7.6%). Compared with Q3 2024, it opened 124 new positions, sold out of 94, added to 168 and reduced 182. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +5%) and the biggest sale iShares National Muni Bond E (MUB, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIELD, MI
- CIK
- 0001424717
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001424717-25-000003 ↗ filed Feb 5, 2025
Holdings Value
Holdings 900 stocks · $1.2B
| VOO Vanguard S&P 500 ETF | 56.37% | 1,259,732 | $678.8M | Add +5.0% |
| VXF Vanguard Extended Market ETF | 8.61% | 545,426 | $103.6M | Add +5.8% |
| VEA Vanguard Ftse Developed ETF | 7.61% | 1,915,012 | $91.6M | Add +7.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.60% | 160,758 | $43.4M | Reduce -3.3% |
| MUB iShares National Muni Bond E | 3.00% | 339,112 | $36.1M | Reduce -9.9% |
| AAPL Apple Inc. | 1.99% | 95,553 | $23.9M | Reduce -5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 28,526 | $16.7M | Add +2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.28% | 77,745 | $15.4M | Reduce -2.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.13% | 396,934 | $13.5M | Reduce -5.7% |
| MSFT Microsoft Corp. | 0.90% | 25,622 | $10.8M | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 0.63% | 12,811 | $7.5M | Reduce -19.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 12,717 | $5.8M | Reduce -10.6% |
| AMZN Amazon.com Inc. | 0.43% | 23,816 | $5.2M | Add +4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 17,143 | $5.0M | Add +13.9% |
| NVDA Nvidia Corp. | 0.35% | 31,630 | $4.2M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.34% | 27,048 | $4.1M | Reduce -45.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 9,483 | $3.9M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.30% | 19,208 | $3.6M | Add +2.3% |
| SCHM Schwab US Mid Cap ETF | 0.29% | 125,689 | $3.5M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 0.27% | 13,756 | $3.3M | Reduce -41.0% |
| MCD McDonald's Corp. | 0.24% | 9,966 | $2.9M | Add +14.7% |
| GOOG Alphabet Inc. Class C | 0.23% | 14,701 | $2.8M | Add +4.1% |
| XOM Exxon Mobil Corp. | 0.23% | 26,010 | $2.8M | Add +5.7% |
| SYK Stryker Corp. | 0.22% | 7,421 | $2.7M | Reduce -18.6% |
| IWF iShares Russell 1000 Growth | 0.20% | 6,107 | $2.5M | No change |
| PG The Procter & Gamble Co. | 0.19% | 13,748 | $2.3M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.18% | 14,898 | $2.2M | Reduce -10.0% |
| GNTX Gentex Corp. | 0.16% | 68,800 | $2.0M | Reduce -0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 3,840 | $2.0M | Add +36.3% |
| AMGN Amgen Inc. | 0.16% | 7,244 | $1.9M | Reduce -0.2% |
| DTE DTE Energy Company | 0.14% | 14,397 | $1.7M | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.13% | 2,666 | $1.6M | Add +0.0% |
| HD Home Depot Inc. | 0.11% | 3,472 | $1.4M | Add +1.2% |
| XLK SS Technology Select Sector | 0.11% | 5,641 | $1.3M | Add +24.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 5,896 | $1.3M | Reduce -6.6% |
| V Visa Inc. Class A | 0.11% | 4,073 | $1.3M | Add +0.8% |
| EFA iShares MSCI Eafe ETF | 0.10% | 16,669 | $1.3M | Reduce -1.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 4,346 | $1.2M | Add +0.5% |
| PRF Invesco Rafi US 1000 ETF | 0.10% | 30,095 | $1.2M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.09% | 1,230 | $1.1M | Reduce -17.9% |
| ORCL Oracle Corp. | 0.09% | 6,572 | $1.1M | Reduce -7.3% |
| UNH Unitedhealth Group Inc. | 0.09% | 2,130 | $1.1M | Reduce -10.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 6,022 | $1.0M | Add +170.9% |
| VGT Vanguard Info Tech ETF | 0.08% | 1,637 | $1.0M | Add +67.7% |
| LLY Eli Lilly & Co. | 0.08% | 1,298 | $1.0M | Reduce -21.1% |
| IWD iShares Russell 1000 Value E | 0.08% | 5,068 | $938K | Reduce -1.9% |
| SCHX Schwab US Large-Cap ETF | 0.08% | 40,360 | $936K | Add +27.9% |
| FMB First Trust Managed Municipa | 0.08% | 18,000 | $918K | Add +256.8% |
| TSLA Tesla Inc. | 0.08% | 2,260 | $913K | Add +12.6% |
| ITOT iShares Core S&P Total U.S. | 0.08% | 7,047 | $906K | Add +22.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.07% | 9,887 | $869K | Reduce -11.5% |
| IVE iShares S&P 500 Value ETF | 0.07% | 4,349 | $830K | Reduce -0.1% |
| DFAT Dimensional US Target Value | 0.07% | 14,679 | $817K | Add +5.0% |
| CVX Chevron Corp. | 0.07% | 5,615 | $813K | Reduce -41.4% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 6,982 | $805K | Reduce -3.3% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 12,870 | $802K | Reduce -2.6% |
| IWR iShares Russell Mid-Cap ETF | 0.07% | 8,934 | $790K | Reduce -5.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 2,970 | $784K | Add +81.5% |
| MAR Marriott International Class A | 0.06% | 2,744 | $765K | Add +0.7% |
| TILT NT Mstar US Ftilt ETF | 0.06% | 3,538 | $764K | No change |
| SCHG Schwab US Large-Cap Growth | 0.06% | 26,855 | $748K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 3,080 | $740K | Add +90.5% |
| ADP Automatic Data Processing | 0.06% | 2,522 | $738K | Add +0.8% |
| VCIT Vanguard Int-Term Corporate | 0.06% | 9,108 | $731K | Add +0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 6,470 | $720K | Reduce -7.2% |
| DFUV Dimensional US Marketwide Va | 0.06% | 17,487 | $716K | No change |
| NEE Nextera Energy Inc. | 0.06% | 9,973 | $715K | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 3,642 | $713K | Add +14.7% |
| PM Philip Morris International | 0.06% | 5,713 | $688K | Reduce -1.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $681K | Reduce -66.7% |
| AON Aon PLC Class A | 0.06% | 1,895 | $681K | No change |
| DHR Danaher Corp. | 0.05% | 2,820 | $647K | No change |
| MDY State Street SPDR S&P Midcap | 0.05% | 1,103 | $628K | Add +0.6% |
| TD Toronto-Dominion Bank | 0.05% | 11,578 | $616K | No change |
| CMS CMS Energy Corp. | 0.05% | 8,737 | $582K | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.05% | 3,253 | $578K | Reduce -71.7% |
| IWM iShares Russell 2000 ETF | 0.05% | 2,600 | $575K | Add +18.1% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 9,103 | $544K | Reduce -17.8% |
| CMA Comerica Inc. | 0.04% | 8,638 | $534K | No change |
| BR Broadridge Financial Solutio | 0.04% | 2,323 | $525K | Add +1.0% |
| DTM DT Midstream Inc. | 0.04% | 5,198 | $517K | Add +5.3% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 5,084 | $516K | Add +2.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 7,421 | $512K | Add +1.9% |
| BF.A Brown-Forman Corp. Class A | 0.04% | 13,404 | $505K | No change |
| SCHW Schwab (charles) Corp. | 0.04% | 6,790 | $503K | Add +0.9% |
| OLO Olo Inc. Class A | 0.04% | 65,284 | $501K | Reduce -21.1% |
| AMAT Applied Materials Inc. | 0.04% | 3,072 | $500K | Add +0.2% |
| TRV The Travelers Cos Inc. | 0.04% | 2,019 | $486K | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 3,798 | $485K | Add +5.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 1,904 | $483K | No change |
| IWB iShares Russell 1000 ETF | 0.04% | 1,489 | $480K | Add +2.2% |
| ABT Abbott Laboratories | 0.04% | 4,229 | $478K | Reduce -64.2% |
| AVGO Broadcom Inc. | 0.04% | 2,048 | $475K | Reduce -42.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.04% | 3,507 | $475K | Reduce -0.8% |
| BF.B Brown-Forman Corp. Class B | 0.04% | 12,371 | $470K | Reduce -8.5% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 3,281 | $433K | No change |
| MA Mastercard Inc. Class A | 0.04% | 821 | $432K | Add +2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 3,541 | $428K | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.04% | 7,192 | $426K | Reduce -13.9% |
| RPG Invesco S&P 500 Pure Growth | 0.03% | 9,750 | $402K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $689 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 25 | $689 | No change |
Lines left out (3) · $88 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| DPZ Domino's Pizza Inc. | COM | 0 | $69 |
| CAKE The Cheesecake Factory Inc. | COM | 0 | $17 |
| ENZL iShares MSCI New Zealand ETF | NEW ZEALAND ETF | 0 | $2 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q3 2024 → Q4 2024
| MUB iShares National Muni Bond E | Reduce -9.9% | 3.00% | −0.49 |
| PEP Pepsico Inc. | Reduce -45.3% | 0.34% | −0.37 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -5.7% | 1.13% | −0.22 |
| IVV iShares Core S&P 500 ETF | Reduce -19.1% | 0.63% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -41.0% | 0.27% | −0.15 |
| ABBV Abbvie Inc. | Reduce -71.7% | 0.05% | −0.15 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.3% | 3.60% | −0.13 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -66.7% | 0.06% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.2% | 1.28% | −0.08 |
| MSFT Microsoft Corp. | Reduce -3.9% | 0.90% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.6% | 0.48% | −0.08 |
| ABT Abbott Laboratories | Reduce -64.2% | 0.04% | −0.08 |
| SYK Stryker Corp. | Reduce -18.6% | 0.22% | −0.06 |
| CVX Chevron Corp. | Reduce -41.4% | 0.07% | −0.05 |
| JNJ Johnson & Johnson | Reduce -10.0% | 0.18% | −0.05 |
| AMGN Amgen Inc. | Reduce -0.2% | 0.16% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -21.1% | 0.08% | −0.04 |
| EVRG Evergy Inc. | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -10.5% | 0.09% | −0.03 |
| FTRB Fed Hermes TTL RTRN BND | Sold out | 0.00% | −0.03 |
| RCM R1 RCM Inc. | Sold out | 0.00% | −0.03 |
| AAPL Apple Inc. | Reduce -5.7% | 1.99% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -58.1% | 0.02% | −0.03 |
| ITW Illinois Tool Works | Reduce -62.5% | 0.01% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -17.8% | 0.05% | −0.02 |
| ELV Elevance Health Inc. | Reduce -88.9% | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -17.9% | 0.09% | −0.02 |
| COP Conocophillips | Reduce -54.1% | 0.01% | −0.02 |
| BF.B Brown-Forman Corp. Class B | Reduce -8.5% | 0.04% | −0.02 |
| AXP American Express Co. | Reduce -49.0% | 0.02% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -1.4% | 0.10% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 0.19% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.3% | 0.06% | −0.01 |
| AVGO Broadcom Inc. | Reduce -42.4% | 0.04% | −0.01 |
| HEI Heico Corp. | Sold out | 0.00% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.6% | 0.29% | −0.01 |
| MDT Medtronic PLC | Reduce -72.4% | 0.00% | −0.01 |
| ORCL Oracle Corp. | Reduce -7.3% | 0.09% | −0.01 |
| ENTG Entegris Inc. | Sold out | 0.00% | −0.01 |
| GE General Electric | Reduce -38.2% | 0.01% | −0.01 |
| AWI Armstrong World Industries | Sold out | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -6.6% | 0.11% | −0.01 |
| NKE Nike Inc. Class B | Reduce -46.8% | 0.01% | −0.01 |
| HON Honeywell International Inc. | Reduce -36.4% | 0.02% | −0.01 |
| IMCB iShares Morningstar Mid-Cap | Reduce -49.7% | 0.01% | −0.01 |
| AER Aercap Holdings NV | Sold out | 0.00% | −0.01 |
| ALSN Allison Transmission Holding | Sold out | 0.00% | −0.01 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.01 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.01 |
| GNTX Gentex Corp. | Reduce -0.0% | 0.16% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +5.0% | 56.37% | +2.38 |
| VXF Vanguard Extended Market ETF | Add +5.8% | 8.61% | +0.61 |
| AMZN Amazon.com Inc. | Add +4.2% | 0.43% | +0.07 |
| VCIT Vanguard Int-Term Corporate | Add +0.0% | 0.06% | +0.06 |
| FMB First Trust Managed Municipa | Add +256.8% | 0.08% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +170.9% | 0.08% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.9% | 0.41% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +36.3% | 0.16% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.30% | +0.04 |
| VGT Vanguard Info Tech ETF | Add +67.7% | 0.08% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +4.1% | 0.23% | +0.03 |
| TSLA Tesla Inc. | Add +12.6% | 0.08% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +90.5% | 0.06% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.6% | 1.39% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +81.5% | 0.07% | +0.03 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | New | 0.03% | +0.03 |
| XLK SS Technology Select Sector | Add +24.5% | 0.11% | +0.02 |
| QCOM Qualcomm Inc. | Add +367.1% | 0.03% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +27.9% | 0.08% | +0.02 |
| MCD McDonald's Corp. | Add +14.7% | 0.24% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +22.5% | 0.08% | +0.01 |
| V Visa Inc. Class A | Add +0.8% | 0.11% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +664.5% | 0.01% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +68.0% | 0.03% | +0.01 |
| SCHV Schwab US Large-Cap Value | New | 0.01% | +0.01 |
| DTM DT Midstream Inc. | Add +5.3% | 0.04% | +0.01 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +49.7% | 0.03% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +63.2% | 0.03% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Add +76.7% | 0.02% | +0.01 |
| PAUG Innovator U.S. Equity Power | New | 0.01% | +0.01 |
| CEG Constellation Energy | Add +284.0% | 0.01% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +77.5% | 0.02% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +51.0% | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +18.1% | 0.05% | +0.01 |
| WFC Wells Fargo & Co. | Add +4.0% | 0.03% | +0.01 |
| MAR Marriott International Class A | Add +0.7% | 0.06% | +0.01 |
| BND Vanguard Total Bond Market | New | 0.01% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +14.7% | 0.06% | +0.01 |
| NFLX Netflix Inc. | Add +21.9% | 0.02% | +0.01 |
| BX Blackstone Inc. | Add +64.3% | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.00% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +0.9% | 0.04% | +0.00 |
| NOW ServiceNow Inc. | Add +3.8% | 0.03% | +0.00 |
| ACN Accenture PLC Class A | Add +167.4% | 0.01% | +0.00 |
| BAC Bank of America Corp. | Add +10.9% | 0.02% | +0.00 |
| KMI Kinder Morgan Inc. | Add +1051.4% | 0.00% | +0.00 |
| DE Deere & Co. | Add +19.8% | 0.02% | +0.00 |
| EMR Emerson Electric Co. | Add +1.8% | 0.03% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +0.0% | 0.00% | +0.00 |
| VTIP Vanguard Short-Term Tips | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| CAKE The Cheesecake Factory Inc. | COM | Reduce -100.0% | 0 | $17 |
| HDV iShares Core High Dividend E | CORE HIGH DV ETF | Reduce -100.0% | 0 | $0 |
| MQY BlackRock Muniyield Quality | COM | Reduce -100.0% | 0 | $0 |
| FDL First Trust Morn DVD Lead Inc. | SHS | New | 0 | $0 |
| FTA First Trust L C Val Alp | COM SHS | New | 0 | $0 |
| EMLP First Trust North American E | NO AMER ENERGY | New | 0 | $0 |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD | Sold out | 0 | $0before exit |
| NOA North American Construction | COM | New | 0 | $0 |
| SRE Sempra | COM | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,589 | $2.1B | VOO, VXF, IWP, VEA, AVUV |
| Q1 2026 | 717 | $1.5B | VOO, VXF, VEA, VV, VBR |
| Q4 2025 | 806 | $1.6B | VOO, VXF, VEA, VV, VBR |
| Q3 2025 | 782 | $1.6B | VOO, VXF, VEA, VV, MUB |
| Q2 2025 | 770 | $1.4B | VOO, VXF, VEA, VV, MUB |
| Q1 2025 | 789 | $1.2B | VOO, VXF, VEA, VV, MUB |
| Q4 2024 | 900 | $1.2B | VOO, VXF, VEA, VV, MUB |
| Q3 2024 | 871 | $1.2B | VOO, VEA, VXF, VV, MUB |
| Q2 2024 | 783 | $1.0B | VOO, VEA, VXF, MUB, VV |
| Q1 2024 | 840 | $930.7M | VOO, VEA, VXF, MUB, VV |