Dark
Light
System
Institutional Investment Manager
Plante Moran Financial Advisors, LLC
Plante Moran Financial Advisors, LLC (CIK: 0001424717) incorporated in Michigan, located at 3000 Town Center Dr., Southfield, MI. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Portfolio Summary: 823 holdings with a total value of $135,953,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 DTE ENERGY CO 138,267 11,942,000 8.78%
2 ANDERSONS INC COM 161,189 8,566,000 6.30%
3 PEPSICO INC 51,335 4,854,000 3.57%
4 SPDR S&P 500 ETF TR 22,618 4,650,000 3.42%
5 JOHNSON & JOHNSON 42,216 4,414,000 3.25%
6 VANGUARD INDEX FDS 22,571 4,252,000 3.13%
7 INTEL CORP 95,688 3,473,000 2.55%
8 APPLE INC 29,999 3,311,000 2.44%
9 STRYKER CORP 28,294 2,669,000 1.96%
10 ECHO GLOBAL LOGISTICS INC COM 86,056 2,513,000 1.85%
11 ISHARES TR 10,501 2,172,000 1.60%
12 BERKSHIRE HATHAWAY INC DEL 14,061 2,111,000 1.55%
13 COCA COLA CO 42,670 1,802,000 1.33%
14 INTERNATIONAL BUSINESS MACHS 10,853 1,741,000 1.28%
15 ISHARES TR 11,158 1,616,000 1.19%
16 EATON CORP PLC 22,128 1,504,000 1.11%
17 PROCTER AND GAMBLE CO 16,429 1,496,000 1.10%
18 GENERAL ELECTRIC CO 55,204 1,395,000 1.03%
19 MICROSOFT CORP 29,795 1,384,000 1.02%
20 DOW CHEM CO 29,905 1,364,000 1.00%
21 ISHARES TR 11,327 1,247,000 0.92%
22 CHEVRON CORP NEW 10,594 1,188,000 0.87%
23 WOLVERINE WORLD WIDE INC COM 37,837 1,115,000 0.82%
24 EXXON MOBIL CORP 11,755 1,087,000 0.80%
25 PROASSURANCE CORP COM 23,889 1,079,000 0.79%
26 ISHARES TR 11,246 1,075,000 0.79%
27 BROWN FORMAN CORP CL B 11,904 1,046,000 0.77%
28 VERIZON COMMUNICATIONS INC 22,348 1,045,000 0.77%
29 PFIZER INC 28,972 902,000 0.66%
30 JPMORGAN CHASE & CO 14,025 878,000 0.65%
31 KROGER CO 13,620 875,000 0.64%
32 MAGNA INTL INC 8,004 870,000 0.64%
33 VANGUARD BD INDEX FDS 10,477 863,000 0.63%
34 GROUPON INC 102,000 843,000 0.62%
35 ISHARES TR 13,530 823,000 0.61%
36 ABBVIE INC 11,906 779,000 0.57%
37 ISHARES TR 9,691 769,000 0.57%
38 KELLOGG CO 11,388 745,000 0.55%
39 3M CO 4,512 741,000 0.55%
40 GENERAL MTRS CO 20,029 699,000 0.51%
41 UNIVERSAL LOGISTICS HLDGS IN 24,040 685,000 0.50%
42 TORONTO DOMINION BK ONT 13,999 669,000 0.49%
43 ABBOTT LABS 14,561 656,000 0.48%
44 VISA INC 2,458 644,000 0.47%
45 WAL-MART STORES INC 7,374 633,000 0.47%
46 SPDR GOLD TR 5,289 601,000 0.44%
47 MONSANTO CO NEW 5,026 600,000 0.44%
48 BROWN FORMAN CORP 6,747 592,000 0.44%
49 LAS VEGAS SANDS CORP 10,000 582,000 0.43%
50 MANPOWER INC 8,003 546,000 0.40%
Page 1 of 17

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001424717-15-000002, filed 2015.01.27).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.