Notify me when Plante Moran Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 810 | $1,579,294,419 | +$36,122,640 | -$83,489,923 | -$47,367,283 | VOO, VXF, VEA, VV, VBR | 13F-HR | 05 Feb 2026, 11:55 |
| Q3 2025 | 783 | $1,591,871,460 | +$85,045,885 | -$23,380,205 | +$61,665,680 | VOO, VXF, VEA, VV, MUB | 13F-HR | 05 Nov 2025, 11:39 |
| Q2 2025 | 770 | $1,423,294,565 | +$171,582,569 | -$26,001,584 | +$145,580,985 | VOO, VXF, VEA, VV, MUB | 13F-HR | 05 Aug 2025, 13:50 |
| Q1 2025 | 789 | $1,162,694,336 | +$44,696,865 | -$40,417,418 | +$4,279,447 | VOO, VXF, VEA, VV, MUB | 13F-HR | 08 May 2025, 14:45 |
| Q4 2024 | 900 | $1,204,097,966 | +$59,126,848 | -$32,517,045 | +$26,609,803 | VOO, VXF, VEA, VV, MUB | 13F-HR | 05 Feb 2025, 16:07 |
| Q3 2024 | 869 | $1,172,562,431 | +$131,345,919 | -$16,255,727 | +$115,090,192 | VOO, VEA, VXF, VV, MUB | 13F-HR | 30 Oct 2024, 14:35 |
| Q2 2024 | 782 | $1,000,143,232 | +$76,455,785 | -$22,119,111 | +$54,336,674 | VOO, VEA, VXF, MUB, VV | 13F-HR | 12 Aug 2024, 11:28 |
| Q1 2024 | 838 | $930,677,911 | +$44,209,021 | -$144,514,137 | -$100,305,116 | VOO, VEA, VXF, MUB, VV | 13F-HR | 09 May 2024, 15:03 |
| Q4 2023 | 816 | $956,649,189 | +$54,025,310 | -$6,441,599 | +$47,583,711 | VOO, VEA, PEP, MUB, VXF | 13F-HR | 05 Feb 2024, 14:25 |
| Q3 2023 | 759 | $832,518,040 | +$35,403,081 | -$7,923,946 | +$27,479,135 | VOO, VEA, PEP, MUB, VXF | 13F-HR | 07 Nov 2023, 13:43 |
| Q2 2023 | 784 | $845,034,602 | +$87,762,742 | -$15,237,514 | +$72,525,228 | VOO, VEA, PEP, MUB, VXF | 13F-HR | 07 Aug 2023, 14:23 |
| Q1 2023 | 786 | $731,984,900 | +$37,014,941 | -$34,123,123 | +$2,891,818 | VOO, PEP, VEA, MUB, VXF | 13F-HR | 08 May 2023, 11:58 |
| Q4 2022 | 855 | $689,450,431 | +$66,178,931 | -$11,679,416 | +$54,499,515 | VOO, PEP, MUB, VEA, VXF | 13F-HR | 09 Feb 2023, 13:41 |
| Q3 2022 | 837 | $584,169,000 | +$53,752,605 | -$36,176,744 | +$17,575,861 | VOO, MUB, PEP, VEA, VXF | 13F-HR | 02 Nov 2022, 11:41 |
| Q2 2022 | 962 | $598,232,000 | +$169,097,647 | -$30,023,216 | +$139,074,431 | VOO, MUB, PEP, VEA, VXF | 13F-HR | 02 Aug 2022, 10:38 |
| Q1 2022 | 792 | $535,400,000 | +$52,823,198 | -$101,001,237 | -$48,178,039 | VOO, VEA, PEP, SYK, VXF | 13F-HR | 06 May 2022, 15:22 |
| Q4 2021 | 989 | $611,384,000 | +$149,156,605 | -$27,591,421 | +$121,565,184 | VOO, PEP, VEA, YUM, SYK | 13F-HR | 09 Feb 2022, 10:16 |
| Q3 2021 | 915 | $449,786,000 | +$54,843,369 | -$14,383,052 | +$40,460,317 | VOO, PEP, VEA, SYK, YUM | 13F-HR | 08 Nov 2021, 15:01 |
| Q2 2021 | 933 | $411,802,000 | +$45,041,010 | -$23,026,012 | +$22,014,998 | VOO, PEP, SYK, VEA, YUM | 13F-HR | 10 Aug 2021, 13:29 |
| Q1 2021 | 989 | $365,604,000 | +$58,704,136 | -$26,937,150 | +$31,766,986 | PEP, VOO, SYK, YUM, VEA | 13F-HR | 13 May 2021, 08:27 |
| Q4 2020 | 872 | $323,751,000 | +$36,472,940 | -$29,040,806 | +$7,432,134 | PEP, SYK, VOO, YUM, AAPL | 13F-HR | 09 Feb 2021, 08:28 |
| Q3 2020 | 832 | $284,525,000 | +$40,596,804 | -$17,576,040 | +$23,020,764 | PEP, SYK, YUM, AAPL, YUMC | 13F-HR | 12 Nov 2020, 08:27 |
| Q2 2020 | 736 | $249,777,000 | +$14,820,431 | -$16,043,121 | -$1,222,690 | PEP, SYK, YUM, AAPL, YUMC | 13F-HR | 10 Aug 2020, 13:46 |
| Q1 2020 | 721 | $218,293,000 | +$15,297,727 | -$28,708,119 | -$13,410,392 | PEP, SYK, YUM, YUMC, SPY | 13F-HR | 07 May 2020, 14:50 |
| Q4 2019 | 735 | $286,537,000 | +$22,880,258 | -$90,465,636 | -$67,585,378 | PEP, SYK, YUM, YUMC, SPY | 13F-HR | 14 Feb 2020, 07:29 |
| Q3 2019 | 839 | $343,263,000 | +$25,451,136 | -$14,724,644 | +$10,726,492 | PEP, SYK, YUM, DTE, SPY | 13F-HR | 13 Nov 2019, 12:53 |
| Q2 2019 | 771 | $325,169,000 | +$14,261,117 | -$27,579,023 | -$13,317,906 | PEP, YUM, SYK, DTE, SPY | 13F-HR | 13 Aug 2019, 12:01 |
| Q1 2019 | 759 | $322,413,000 | +$15,211,009 | -$18,387,390 | -$3,176,381 | PEP, SYK, YUM, DTE, SPY | 13F-HR | 13 May 2019, 08:30 |
| Q4 2018 | 872 | $286,893,000 | +$26,301,635 | -$16,043,904 | +$10,257,731 | PEP, YUM, SYK, DTE, SPY | 13F-HR | 29 Jan 2019, 11:32 |
| Q3 2018 | 743 | $306,656,000 | +$118,999,018 | -$19,995,783 | +$99,003,235 | PEP, YUM, SYK, DTE, IVV | 13F-HR | 09 Nov 2018, 10:37 |
| Q2 2018 | 799 | $195,804,000 | +$24,473,148 | -$14,597,841 | +$9,875,307 | DTE, IVV, SPY, JBLU, AAPL | 13F-HR | 26 Jul 2018, 08:55 |
| Q1 2018 | 944 | $182,113,000 | +$14,498,462 | -$9,073,379 | +$5,425,083 | DTE, IVV, SPY, PEP, VOO | 13F-HR | 01 May 2018, 10:57 |
| Q4 2017 | 872 | $180,483,000 | +$13,011,044 | -$10,397,504 | +$2,613,540 | DTE, SPY, IVV, PEP, AAPL | 13F-HR | 01 Feb 2018, 11:19 |
| Q3 2017 | 799 | $168,168,000 | +$14,630,952 | -$11,922,415 | +$2,708,537 | DTE, SPY, IVV, PEP, VOO | 13F-HR | 08 Nov 2017, 13:41 |
| Q2 2017 | 824 | $159,880,000 | +$7,144,241 | -$15,753,573 | -$8,609,332 | DTE, SPY, PEP, AAPL, IVV | 13F-HR | 25 Jul 2017, 13:14 |
| Q1 2017 | 865 | $164,861,000 | +$13,463,208 | -$16,092,388 | -$2,629,180 | DTE, SPY, PEP, AAPL, IVV | 13F-HR | 01 May 2017, 13:13 |
| Q4 2016 | 954 | $160,221,000 | +$19,501,822 | -$11,292,618 | +$8,209,204 | DTE, SPY, PEP, IVV, AAPL | 13F-HR | 27 Jan 2017, 13:54 |
| Q3 2016 | 919 | $148,077,000 | +$14,671,279 | -$5,877,188 | +$8,794,091 | DTE, SPY, PEP, AAPL, SYK | 13F-HR | 03 Nov 2016, 09:38 |
| Q2 2016 | 894 | $137,927,000 | +$9,798,859 | -$5,818,747 | +$3,980,112 | DTE, SPY, PEP, SYK, AAPL | 13F-HR | 03 Aug 2016, 10:09 |
| Q1 2016 | 842 | $129,827,000 | +$5,620,013 | -$13,373,468 | -$7,753,455 | DTE, SPY, PEP, VOO, AAPL | 13F-HR | 26 Apr 2016, 08:42 |
| Q4 2015 | 945 | $133,227,000 | +$11,159,930 | -$8,417,151 | +$2,742,779 | DTE, SPY, PEP, VOO, AAPL | 13F-HR | 01 Feb 2016, 12:23 |
| Q3 2015 | 698 | $126,878,000 | +$8,791,896 | -$12,661,542 | -$3,869,646 | DTE, SPY, PEP, AAPL, VOO | 13F-HR | 03 Nov 2015, 09:54 |
| Q2 2015 | 721 | $139,707,000 | +$8,052,532 | -$8,966,193 | -$913,661 | DTE, SPY, PEP, ANDE, JNJ | 13F-HR | 22 Jul 2015, 12:42 |
| Q1 2015 | 715 | $143,439,000 | +$21,587,226 | -$10,282,564 | +$11,304,662 | DTE, SPY, ANDE, PEP, JNJ | 13F-HR | 24 Apr 2015, 09:21 |
| Q4 2014 | 804 | $135,932,000 | +$25,697,208 | -$8,711,977 | +$16,985,231 | DTE, ANDE, PEP, SPY, JNJ | 13F-HR | 27 Jan 2015, 10:27 |
| Q3 2014 | 786 | $114,354,000 | +$10,261,445 | -$6,780,513 | +$3,480,932 | DTE, JNJ, PEP, VOO, SPY | 13F-HR | 23 Oct 2014, 11:55 |
| Q2 2014 | 824 | $111,578,000 | +$23,077,711 | -$5,302,107 | +$17,775,604 | DTE, PEP, JNJ, VOO, SPY | 13F-HR | 28 Jul 2014, 09:57 |
| Q1 2014 | 610 | $91,832,000 | +$5,154,369 | -$95,672,533 | -$90,518,164 | DTE, GLD, PEP, JNJ, SPY | 13F-HR | 21 Apr 2014, 11:13 |
| Q4 2013 | 681 | $177,756,000 | $0 | $0 | $0 | GLD, DTE, JNJ, PEP, ETN | 13F-HR | 21 Jan 2014, 08:21 |