Plante Moran Financial Advisors, LLC
CIK
1424717
City
SOUTHFIELD
State / Country
MI
Top Portfolio Positions
510 positions ·
$107,271,663 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
30,216 | $19,650,673 | 18.32% | |
| AAPL |
Apple Inc.
Technology
|
49,049 | $12,448,145 | 11.60% | |
| MSFT |
Microsoft Corp
Technology
|
15,139 | $5,604,003 | 5.22% | |
| JNJ |
Johnson & Johnson
Healthcare
|
13,577 | $3,318,761 | 3.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,083 | $2,933,066 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,738 | $2,800,259 | 2.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,604 | $2,685,436 | 2.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,965 | $2,637,144 | 2.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,367 | $2,520,545 | 2.35% | |
| DTE |
Dte Energy Co
Utilities
|
11,421 | $1,669,978 | 1.56% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,348 | 400 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $20,521 | 585 | Shares | Sole | 2026-02-05 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||