Plante-Moran-Financial-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
801
Total Value
1162694414
Accession Number
0001424717-25-000006
Form Type
13F-HR
Manager Name
Plante-Moran-Financial-Advisors
Data Enrichment
82% identified
654 identified147 unidentified

Holdings

801 positions • $1.2B total value
Manager:
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PROCTER & GAMBLE Co
Shares:13.4K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.2B)
464287614
Shares:6.1K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.2B)
Alphabet Inc.
Shares:13.3K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
NVIDIA CORP
Shares:19.0K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
JOHNSON & JOHNSON
Shares:11.8K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.2B)
INVESCO QQQ TRUST, SERIES 1
Shares:4.0K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
DTE ENERGY CO
Shares:12.5K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
GENTEX CORP
Shares:68.8K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.2B)
Meta Platforms, Inc.
Shares:2.6K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.2B)
EXXON MOBIL CORP
Shares:11.1K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
HOME DEPOT, INC.
Shares:3.6K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
COSTCO WHOLESALE CORP /NEW
Shares:1.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
464287465
Shares:15.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.2B)
46137V613
Shares:30.0K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.2B)
922908744
Shares:6.9K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.2B)
ELI LILLY & Co
Shares:1.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
MCDONALDS CORP
Shares:3.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
922908595
Shares:4.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
VISA INC.
Shares:3.1K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
ORACLE CORP
Shares:7.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)