Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
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 Latest Top 20 Portfolio Holdings: (Filing Date: 2020-08-10) --- full portfolio
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
PEPSICO INC COM    (Stock) PEP 51,820,000 391,802 20.67%
STRYKER CORP COM    (Stock) SYK 20,984,000 116,456 8.37%
YUM BRANDS INC COM    (Stock) YUM 17,531,000 201,713 6.99%
APPLE INC COM    (Stock) AAPL 10,525,000 28,851 4.19%
YUM CHINA HLDGS INC COM    (Stock) 9,426,000 196,081 3.76%
SPDR S&P 500 ETF    (ETF) SPY 9,086,000 29,467 3.62%
MICROSOFT CORP COM    (Stock) MSFT 6,521,000 32,043 2.60%
BERKSHIRE HATHAWAY INC DEL CL A    (Stock) BRK.A 5,881,000 22 2.34%
ISHARES CORE S&P 500 ETF    (ETF) IVV 4,693,000 15,155 1.87%
VANGUARD SMALL-CAP VALUE INDEX FUND    (ETF) VBR 4,603,000 43,053 1.83%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 3,023,000 16,934 1.20%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 2,818,000 13,945 1.12%
SCHWAB U.S. BROAD MARKET ETF    (ETF) SCHB 2,561,000 34,860 1.02%
AMAZON COM INC COM    (Stock) AMZN 2,431,000 881 0.97%
NORTHROP GRUMMAN CORP COM    (Stock) NOC 2,414,000 7,852 0.96%
SPDR GOLD SHARES    (ETF) GLD 2,390,000 14,279 0.95%
EXXON MOBIL CORP COM    (Stock) XOM 2,146,000 47,998 0.85%
VANGUARD S&P 500 ETF    (ETF) VOO 2,108,000 7,436 0.84%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 1,909,000 9,944 0.76%
JOHNSON & JOHNSON COM    (Stock) JNJ 1,892,000 13,466 0.75%


Investing Just Like
Plante Moran Financial Advisors, LLC

Matching performance of Plante Moran Financial Advisors, LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*