IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Plante Moran Financial Advisors, LLC

Q4 2021 Holdings

Filed 2022-02-09 | 1023 holdings | $9.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$519160.0%
Flexshares Global Upstream Natural Resources Index Fund(GUNR)ETF33939L407$511,2800.0%
Southwest Airls Co COM(LUV)Stock844741108$521,2070.0%
Xcel Energy Inc COM(XEL)Stock98389B100$527630.0%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$526880.0%
Spdr Msci Acwi Ex-US ETF(CWI)ETF78463X848$521,7810.0%
Canadian PAC RY LTD COMStock13645T100$547500.0%
First Trust Value Line Dividend Index Fund(FVD)ETF33734H106$541,2550.0%
Campbell Soup Co COM(CPB)Stock134429109$541,2530.0%
Ishares S&P Mid-Cap 400 Value ETF(IJJ)ETF464287705$554970.0%
Stanley Black & Decker Inc COM(SWK)Stock854502101$552890.0%
Etfmg Prime Cyber Security ETF(HACKUSD)ETF26924G201$558930.0%
Bank New York Mellon Corp COM(BK)Stock064058100$569630.0%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$566390.0%
Microchip Technology Inc. COM(MCHP)Stock595017104$566460.0%
Vanguard Small-Cap Index Fund(VB)ETF922908751$562490.0%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$576640.0%
Coherent Inc COM(COHREUR)Stock192479103$582190.0%
Workday Inc CL A(WDAY)Stock98138H101$582120.0%
First Merchants Corp COM(FRME)Stock320817109$581,3750.0%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$587560.0%
United Rentals Inc COM(URI)Stock911363109$581750.0%
Baxter Intl Inc COM(BAX)Stock071813109$586780.0%
North European Oil RTY TR SH BEN INT(NRT)Stock659310106$595,9320.0%
Citigroup Inc COM New(C)Stock172967424$599720.0%
WEC Energy Group Inc COM(WEC)Stock92939U106$596090.0%
Linde PLC SHS(LIN)StockG5494J103$591710.0%
Citizens Finl Group Inc COM(CFG)Stock174610105$601,2620.0%
Spotify Technology S A SHS(SPOT)StockL8681T102$602570.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$605890.0%
Vanguard Russell 2000 Growth ETF(VTWG)ETF92206C623$602810.0%
Chipotle Mexican Grill Inc COM(CMG)Stock169656105$61350.0%
Walgreens Boots Alliance Inc COM(WBA)Stock931427108$621,1870.0%
BlackRock Cap Allocation TR COM(BCAT)CEF09260U109$623,1830.0%
Heico Corp New CL A(HEI/A)Stock422806208$624830.0%
Hershey Co COM(HSY)Stock427866108$623230.0%
UWM Holdings Corporation COM CL A(UWMC)Stock91823B109$6210,4080.0%
Nucor Corp COM(NUE)Stock670346105$635510.0%
Realty Income Corp COM(O)REIT756109104$638760.0%
Columbia BKG SYS Inc COM(COLB)Stock197236102$641,9470.0%
Public SVC Enterprise GRP Inc COM(PEG)Stock744573106$649650.0%
XAI Octagon Floating Rate & AL COM(XFLT)CEF98400T106$657,2620.0%
Penske Automotive GRP Inc COM(PAG)Stock70959W103$666110.0%
Healthpeak Properties Inc COM(DOC)REIT42250P103$671,8530.0%
Truist Finl Corp COM(TFC)Stock89832Q109$671,1490.0%
Heico Corp New COM(HEI)Stock422806109$694810.0%
DOW Inc COM(DOW)Stock260557103$691,2200.0%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$699400.0%
Atmos Energy Corp COM(ATO)Stock049560105$696610.0%
Analog Devices Inc COM(ADI)Stock032654105$703990.0%
PreviousPage 14 of 21Next