Holdings
Plante Moran Financial Advisors, LLC
As of Jun 30, 2026, Plante Moran Financial Advisors, LLC reported 1,220 positions worth US$82.4M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 44,692 | US$12.9M | −4,357 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 16,688 | US$5.96M | −631 | Jun 30, 2026 |
| Microsoft Corp. | 13,690 | US$5.11M | −1,449 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 8,755 | US$4.38M | +1,652 | Jun 30, 2026 |
| Amazon.com, Inc. | 13,393 | US$3.19M | −690 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 7,276 | US$2.38M | −1,689 | Jun 30, 2026 |
| Johnson & Johnson | 8,905 | US$2.26M | −4,672 | Jun 30, 2026 |
| Dte Energy Company | 11,882 | US$1.81M | +461 | Jun 30, 2026 |
| Costco Wholesale Corporation | 1,392 | US$1.3M | −199 | Jun 30, 2026 |
| Pepsico, Inc. | 8,949 | US$1.21M | −861 | Jun 30, 2026 |