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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Plante Moran Financial Advisors, LLC INSTITUTION : Plante Moran Financial Advisors, LLC
Plante Moran Financial Advisors, LLC Portfolio (reported on 2020-05-07)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
PEPSICO INC COM    (Stock) PEP 47,754,000 397,615 21.84%
STRYKER CORP COM    (Stock) SYK 19,501,000 117,129 8.92%
YUM BRANDS INC COM    (Stock) YUM 14,128,000 206,159 6.46%
YUM CHINA HLDGS INC COM    (Stock) 8,723,000 204,628 3.99%
SPDR S&P 500 ETF    (ETF) SPY 8,021,000 31,121 3.66%
APPLE INC COM    (Stock) AAPL 7,204,000 28,330 3.29%
BERKSHIRE HATHAWAY INC DEL CL A    (Stock) BRK.A 5,984,000 22 2.73%
MICROSOFT CORP COM    (Stock) MSFT 5,313,000 33,688 2.43%
ISHARES CORE S&P 500 ETF    (ETF) IVV 4,083,000 15,800 1.86%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 3,175,000 17,364 1.45%
NORTHROP GRUMMAN CORP COM    (Stock) NOC 2,374,000 7,846 1.08%
VANGUARD S&P 500 ETF    (ETF) VOO 2,294,000 9,686 1.04%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 2,282,000 14,565 1.04%
SPDR GOLD SHARES    (ETF) GLD 2,102,000 14,201 0.96%
SCHWAB U.S. BROAD MARKET ETF    (ETF) SCHB 2,021,000 33,439 0.92%
EXXON MOBIL CORP COM    (Stock) XOM 1,897,000 49,953 0.86%
JOHNSON & JOHNSON COM    (Stock) JNJ 1,858,000 14,165 0.85%
DTE ENERGY CO COM    (Stock) DTE 1,815,000 19,111 0.83%
GLOBE LIFE INC COM    (Stock) 1,670,000 23,200 0.76%
PROCTER AND GAMBLE CO COM    (Stock) PG 1,505,000 13,682 0.68%
VISA INC COM CL A    (Stock) V 1,501,000 9,313 0.68%
AMAZON COM INC COM    (Stock) AMZN 1,490,000 764 0.68%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 1,485,000 9,855 0.67%
BROWN FORMAN CORP CL B    (Stock) BF/B 1,238,000 22,308 0.56%
ALPHABET INC CAP STK CL C    (Stock) GOOG 1,224,000 1,053 0.56%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 1,215,000 1,046 0.55%
INTEL CORP COM    (Stock) INTC 1,150,000 21,257 0.52%
HOME DEPOT INC COM    (Stock) HD 1,076,000 5,762 0.49%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 1,070,000 9,345 0.48%
JPMORGAN CHASE & CO COM    (Stock) JPM 1,042,000 11,569 0.47%
PFIZER INC COM    (Stock) PFE 1,017,000 31,167 0.46%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 1,012,000 9,790 0.46%
VANGUARD SMALL-CAP GROWTH INDEX FUND    (ETF) VBK 1,010,000 6,721 0.46%
SPDR S&P DIVIDEND ETF    (ETF) SDY 988,000 12,371 0.45%
ISHARES S&P MIDCAP FUND    (ETF) IJH 952,000 6,616 0.43%
ISHARES SILVER TRUST    (ETF) SLV 890,000 68,232 0.40%
ABBOTT LABS COM    (Stock) ABT 868,000 10,994 0.39%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 849,000 6,209 0.38%
ISHARES S&P 100 ETF    (ETF) OEF 842,000 7,102 0.38%
ABBVIE INC COM    (Stock) ABBV 816,000 10,707 0.37%
TORONTO DOMINION BK ONT COM NEW    (Stock) TD 800,000 18,862 0.36%
ISHARES RUSSELL MID-CAP ETF    (ETF) IWR 781,000 18,080 0.35%
CHEVRON CORP NEW COM    (Stock) CVX 767,000 10,590 0.35%
INVESCO FTSE RAFI US 1000 ETF    (ETF) 726,000 7,857 0.33%
VANGUARD INFORMATION TECHNOLOGY INDEX FUND    (ETF) VGT 701,000 3,306 0.32%
BROWN FORMAN CORP CL A    (Stock) BF.A 689,000 13,404 0.31%
JETBLUE AWYS CORP COM    (Stock) JBLU 667,000 74,485 0.30%
NEOGEN CORP COM    (Stock) NEOG 655,000 9,784 0.29%
ISHARES MSCI EAFE ETF    (ETF) EFA 640,000 11,975 0.29%
MERCK & CO INC COM    (Stock) MRK 639,000 8,310 0.29%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 628,000 4,875 0.28%
NEXTERA ENERGY INC COM    (Stock) NEE 625,000 2,598 0.28%
3M CO COM    (Stock) MMM 610,000 4,472 0.27%
DISNEY WALT CO COM DISNEY    (Stock) DIS 587,000 6,076 0.26%
MASTERCARD INC CL A    (Stock) MA 568,000 2,353 0.25%
AMGEN INC COM    (Stock) AMGN 566,000 2,792 0.25%
COSTCO WHSL CORP NEW COM    (Stock) COST 562,000 1,970 0.25%
INTERNATIONAL BUSINESS MACHS COM    (Stock) IBM 560,000 5,048 0.25%
PROASSURANCE CORP COM    (Stock) PRA 552,000 22,090 0.25%
WALMART INC COM    (Stock) WMT 543,000 4,778 0.24%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 531,000 5,352 0.24%
MCDONALDS CORP COM    (Stock) MCD 529,000 3,202 0.24%
AT&T INC COM    (Stock) T 509,000 17,448 0.23%
COMCAST CORP NEW CL A    (Stock) CMCSA 507,000 14,753 0.23%
HONEYWELL INTL INC COM    (Stock) HON 487,000 3,637 0.22%
SPDR PORTFOLIO S&P 500 GROWTH ETF    (ETF) ELG 482,000 13,497 0.22%
COCA COLA CO COM    (Stock) KO 476,000 10,760 0.21%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 461,000 8,589 0.21%
AON PLC SHS CL A    (Stock) 454,000 2,750 0.20%
BOEING CO COM    (Stock) BA 452,000 3,029 0.20%
KELLOGG CO COM    (Stock) K 445,000 7,418 0.20%
TEXAS INSTRS INC COM    (Stock) TXN 433,000 4,338 0.19%
FIFTH THIRD BANCORP COM    (Stock) FITB 432,000 29,063 0.19%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 409,000 1,638 0.18%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 406,000 7,235 0.18%
MONDELEZ INTL INC CL A    (Stock) MDLZ 395,000 7,878 0.18%
SPDR S&P MIDCAP 400 ETF    (ETF) MDY 378,000 1,437 0.17%
SHERWIN WILLIAMS CO COM    (Stock) SHW 366,000 796 0.16%
CLOROX CO DEL COM    (Stock) CLX 364,000 2,100 0.16%
ORACLE CORP COM    (Stock) ORCL 359,000 7,418 0.16%
CVS HEALTH CORP COM    (Stock) CVS 356,000 6,015 0.16%
INVESCO DB US DOLLAR INDEX BULLISH FUND    (ETF) 349,000 13,000 0.15%
ADOBE INC COM    (Stock) ADBE 349,000 1,096 0.15%
PHILIP MORRIS INTL INC COM    (Stock) PM 347,000 4,753 0.15%
ISHARES CORE U.S. AGGREGATE BOND ETF    (ETF) AGG 333,000 2,886 0.15%
ISHARES RUSSELL 1000 ETF    (ETF) IWB 330,000 2,330 0.15%
ENTERGY CORP NEW COM    (Stock) ETR 330,000 3,513 0.15%
MARTIN MARIETTA MATLS INC COM    (Stock) MLM 328,000 1,733 0.15%
VANGUARD MID-CAP INDEX FUND    (ETF) VO 319,000 2,422 0.14%
KIMBERLY CLARK CORP COM    (Stock) KMB 302,000 2,363 0.13%
VBI VACCINES INC COM NEW    (Stock) 287,000 302,000 0.13%
BROADRIDGE FINL SOLUTIONS INC COM    (Stock) BR 269,000 2,838 0.12%
ISHARES CORE S&P U.S. GROWTH ETF    (ETF) IWZ 268,000 4,689 0.12%
WYNN RESORTS LTD COM    (Stock) WYNN 253,000 4,200 0.11%
STARBUCKS CORP COM    (Stock) SBUX 242,000 3,676 0.11%
ISHARES RUSSELL MID-CAP GROWTH ETF    (ETF) IWP 238,000 1,960 0.10%
FIRST TRUST MANAGED MUNICIPAL ETF    (ETF) FMB 237,000 4,382 0.10%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 236,000 2,916 0.10%
DANAHER CORPORATION COM    (Stock) DHR 236,000 1,706 0.10%
VANGUARD VALUE INDEX FUND    (ETF) VTV 235,000 2,644 0.10%
BARCLAYS ETN SELECT MLP ETN    (ETF) 235,000 28,585 0.10%
CISCO SYS INC COM    (Stock) CSCO 232,000 5,912 0.10%
APPLIED MATLS INC COM    (Stock) AMAT 230,000 5,028 0.10%
AMERICAN WTR WKS CO INC NEW COM    (Stock) AWK 227,000 1,900 0.10%
LILLY ELI & CO COM    (Stock) LLY 224,000 1,618 0.10%
ISHARES 20 YEAR TREASURY BOND ETF    (ETF) TLT 218,000 1,320 0.09%
UBER TECHNOLOGIES INC COM    (Stock) 217,000 7,775 0.09%
TORO CO COM    (Stock) TTC 215,000 3,301 0.09%
VANGUARD HIGH DIVIDEND YIELD ETF    (ETF) VYM 214,000 3,027 0.09%
VANGUARD TAX-EXEMPT BOND ETF    (ETF) 211,000 3,994 0.09%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 207,000 6,220 0.09%
EMERSON ELEC CO COM    (Stock) EMR 204,000 4,284 0.09%
ECOLAB INC COM    (Stock) ECL 203,000 1,301 0.09%
ADMA BIOLOGICS INC COM    (Stock) ADMA 202,000 70,000 0.09%
KOPPERS HOLDINGS INC COM    (Stock) KOP 200,000 16,140 0.09%
WELLS FARGO CO NEW COM    (Stock) WFC 197,000 6,863 0.09%
THE CHARLES SCHWAB CORPORATION COM    (Stock) SCHW 196,000 5,821 0.08%
VANGUARD SMALL-CAP VALUE INDEX FUND    (ETF) VBR 196,000 2,203 0.08%
BRISTOL MYERS SQUIBB CO COM    (Stock) BMY 196,000 3,522 0.08%
CMS ENERGY CORP COM    (Stock) CMS 190,000 3,234 0.08%
JPMORGAN ALERIAN MLP INDEX ETN    (ETF) AMJ 189,000 20,970 0.08%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 187,000 2,107 0.08%
MILLER HERMAN INC COM    (Stock) MLHR 186,000 8,395 0.08%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 184,000 2,290 0.08%
ISHARES SELECT DIVIDEND ETF    (ETF) DVY 179,000 2,435 0.08%
FORD MTR CO DEL COM    (Stock) F 178,000 36,801 0.08%
PROSHARES SHORT QQQ    (ETF) PSQ 178,000 7,000 0.08%
GENTEX CORP COM    (Stock) GNTX 177,000 8,000 0.08%
GENERAL DYNAMICS CORP COM    (Stock) GD 176,000 1,331 0.08%
TARGET CORP COM    (Stock) TGT 175,000 1,883 0.08%
UNITED TECHNOLOGIES CORP COM    (Stock) 174,000 1,848 0.07%
ISHARES S&P SMALL-CAP 600 GROWTH ETF    (ETF) IJT 174,000 1,264 0.07%
CINTAS CORP COM    (Stock) CTAS 172,000 995 0.07%
JACOBS ENGR GROUP INC COM    (Stock) JEC 170,000 2,144 0.07%
EDWARDS LIFESCIENCES CORP COM    (Stock) EW 168,000 891 0.07%
UNION PACIFIC CORP COM    (Stock) UNP 167,000 1,183 0.07%
FISERV INC COM    (Stock) FISV 166,000 1,751 0.07%
XPO LOGISTICS INC COM    (Stock) XPO 166,000 3,404 0.07%
CATERPILLAR INC DEL COM    (Stock) CAT 164,000 1,410 0.07%
EATON CORP PLC SHS    (Stock) ETN 160,000 2,066 0.07%
CONSOLIDATED EDISON INC COM    (Stock) ED 159,000 2,040 0.07%
FIRST TRUST LARGE CAP CORE ALPHADEX FUND    (ETF) FEX 156,000 3,278 0.07%
WASTE MGMT INC DEL COM    (Stock) WMI 155,000 1,675 0.07%
ISHARES PREFERRED AND INCOME SECURITIES ETF    (ETF) PFF 154,000 4,852 0.07%
FACEBOOK INC CL A    (Stock) FB 153,000 918 0.07%
PROLOGIS INC COM    (REIT) PLD 151,000 1,882 0.06%
DELTA AIR LINES INC DEL COM NEW    (Stock) DAL 150,000 5,244 0.06%
ALTRIA GROUP INC COM    (Stock) MO 150,000 3,889 0.06%
ISHARES CORE MSCI EMERGING MARKETS ETF    (ETF) IEMG 147,000 3,624 0.06%
BAXTER INTL INC COM    (Stock) BAX 143,000 1,759 0.06%
DOMINION ENERGY INC COM    (Stock) D 138,000 1,906 0.06%
PROVENTION BIO INC COM    (Stock) 138,000 15,000 0.06%
CHIPOTLE MEXICAN GRILL INC COM    (Stock) CMG 138,000 211 0.06%
O REILLY AUTOMOTIVE INC NEW COM    (Stock) ORLY 137,000 454 0.06%
EVERSOURCE ENERGY COM    (Stock) ES 137,000 1,758 0.06%
CASELLA WASTE SYS INC CL A    (Stock) CWST 137,000 3,507 0.06%
CONOCOPHILLIPS COM    (Stock) COP 136,000 4,420 0.06%
DOVER CORP COM    (Stock) DOV 136,000 1,623 0.06%
ILLINOIS TOOL WKS INC COM    (Stock) ITW 134,000 945 0.06%
HUNTINGTON BANCSHARES INC COM    (Stock) HBAN 133,000 16,219 0.06%
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND    (ETF) XLY 131,000 1,340 0.05%
GENERAL ELECTRIC CO COM    (Stock) GE 131,000 16,485 0.05%
TJX COS INC NEW COM    (Stock) TJX 130,000 2,712 0.05%
MEDTRONIC PLC SHS    (Stock) MDT 129,000 1,425 0.05%
PENN NATL GAMING INC COM    (Stock) PENN 127,000 10,050 0.05%
BANK AMER CORP COM    (Stock) BAC 125,000 5,900 0.05%
LAUDER ESTEE COS INC CL A    (Stock) EL 124,000 777 0.05%
MACATAWA BK CORP COM    (Stock) MCBC 123,000 17,330 0.05%
NUVEEN MUN VALUE FD INC COM    (CEF) NUV 123,000 12,600 0.05%
ISHARES COMEX GOLD TRUST    (ETF) IAU 121,000 8,047 0.05%
SOLIGENIX INC COM    (Stock) 120,000 71,658 0.05%
ISHARES MORNINGSTAR MID-CAP VALUE ETF    (ETF) JKI 118,000 1,100 0.05%
WENDYS CO COM    (Stock) WEN 118,000 7,941 0.05%
US BANCORP DEL COM NEW    (Stock) USB 117,000 3,389 0.05%
BIOGEN INC COM    (Stock) BIIB 116,000 367 0.05%
WALGREENS BOOTS ALLIANCE INC COM    (Stock) WBA 116,000 2,526 0.05%
RAYTHEON CO COM NEW    (Stock) RTN 116,000 883 0.05%
WADDELL & REED FINL INC CL A    (Stock) WDR 113,000 9,950 0.05%
ALLSTATE CORP COM    (Stock) ALL 112,000 1,224 0.05%
ANDERSONS INC COM    (Stock) ANDE 112,000 6,000 0.05%
PAYCHEX INC COM    (Stock) PAYX 112,000 1,774 0.05%
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS    (ADR) TSM 110,000 2,311 0.05%
SCHWAB US AGGREGATE BOND ETF    (ETF) SCHZ 110,000 2,028 0.05%
LOWES COS INC COM    (Stock) LOW 110,000 1,280 0.05%
MASCO CORP COM    (Stock) MAS 104,000 2,997 0.04%
ISHARES U.S. HEALTHCARE ETF    (ETF) IYH 103,000 547 0.04%
RPM INTL INC COM    (Stock) RPM 102,000 1,722 0.04%
VANGUARD EXTENDED MARKET INDEX FUND    (ETF) VXF 101,000 1,113 0.04%
SALISBURY BANCORP INC COM    (Stock) SAL 100,000 3,218 0.04%
CREDIT ACCEP CORP MICH COM    (Stock) CACC 99,000 387 0.04%
ARCHER DANIELS MIDLAND CO COM    (Stock) ADM 99,000 2,810 0.04%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 99,000 597 0.04%
REGENERON PHARMACEUTICALS COM    (Stock) REGN 98,000 200 0.04%
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF    (ETF) LMBS 98,000 1,913 0.04%
ISHARES RUSSELL 3000 ETF    (ETF) IWV 95,000 642 0.04%
AMCOR PLC ORD    (Stock) 95,000 11,678 0.04%
LOCKHEED MARTIN CORP COM    (Stock) LMT 93,000 273 0.04%
HARRIS CORP DEL COM    (Stock) 92,000 513 0.04%
U S CONCRETE INC COM NEW    (Stock) USCR 91,000 5,000 0.04%
SPDR S&P INTERNATIONAL DIVIDEND ETF    (ETF) DWX 90,000 2,947 0.04%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-03-31: 218,565,000 SEC FILING
* Portfolios do not reflect changes after reporting
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