Plante Moran Financial Advisors, LLC
CIK
0001424717
City
SOUTHFIELD
State / Country
MI
Top Portfolio Positions
527 positions ·
$124,493,994 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
28,731 | $19,592,243 | 15.74% |
| AAPL |
Apple Inc.
Technology
|
55,173 | $14,999,331 | 12.05% |
| MSFT |
Microsoft Corp
Technology
|
15,866 | $7,673,114 | 6.16% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,803 | $5,494,208 | 4.41% |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,914 | $4,668,082 | 3.75% |
| JNJ |
Johnson & Johnson
Healthcare
|
15,879 | $3,286,159 | 2.64% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,751 | $3,141,967 | 2.52% |
| SYK |
Stryker Corp
Healthcare
|
7,579 | $2,663,791 | 2.14% |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,058 | $2,492,869 | 2.00% |
| IAU |
Ishares Gold Trust
|
26,430 | $2,145,323 | 1.72% |
Portfolio Trend
Holdings in FTHY
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $14,914 | 1,060 | Shares | Sole | 2026-02-05 | |
| No quarters match your search. | ||||||