Plante Moran Financial Advisors, LLC
Top Portfolio Positions
508 positions ·
$104,645,674 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 | 18.78% | |
| AAPL |
Apple Inc.
Technology
|
49,049 | $12,448,145 | 11.90% | |
| MSFT |
Microsoft Corp
Technology
|
15,139 | $5,604,003 | 5.36% | |
| JNJ |
Johnson & Johnson
Healthcare
|
13,577 | $3,318,761 | 3.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,083 | $2,933,066 | 2.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,738 | $2,800,259 | 2.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,965 | $2,637,144 | 2.52% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,367 | $2,520,545 | 2.41% | |
| DTE |
Dte Energy Co
Utilities
|
11,421 | $1,669,978 | 1.60% | |
| XOM |
Exxon Mobil Corp
Energy
|
9,561 | $1,622,119 | 1.55% |
Portfolio Trend
Holdings in SKYE
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1 | 3 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2 | 3 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11 | 3 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12 | 3 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4 | 3 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8 | 3 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11 | 3 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $24 | 3 | Shares | Sole | 2024-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||