Chief Compliance Officer

0001424717-21-000004.txt : 20210209 0001424717-21-000004.hdr.sgml : 20210209 20210209082833 ACCESSION NUMBER: 0001424717-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210209 DATE AS OF CHANGE: 20210209 EFFECTIVENESS DATE: 20210209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Plante Moran Financial Advisors, LLC CENTRAL INDEX KEY: 0001424717 IRS NUMBER: 383123123 STATE OF INCORPORATION: MI FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13061 FILM NUMBER: 21604006 BUSINESS ADDRESS: STREET 1: 27400 NORTHWESTERN HIGHWAY CITY: SOUTHFIELD STATE: MI ZIP: 48034 BUSINESS PHONE: 248-223-3400 MAIL ADDRESS: STREET 1: 27400 NORTHWESTERN HIGHWAY CITY: SOUTHFIELD STATE: MI ZIP: 48034 FORMER COMPANY: FORMER CONFORMED NAME: Plante Moran Financial Advisors Ltd Partnership DATE OF NAME CHANGE: 20080123 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001424717 XXXXXXXX 12-31-2020 12-31-2020 Plante Moran Financial Advisors, LLC

27400 NORTHWESTERN HIGHWAY SOUTHFIELD MI 48034

13F HOLDINGS REPORT 028-13061 N David T Doyle Chief Compliance Officer 248-223-3611 David T Doyle SOUTHFIELD MI 02-09-2021 0 919 323807 false INFORMATION TABLE 2 filingsubmissionqtr-4Q2020.xml AMAZON COM INC COM Stock 023135106 4384 1346 SH SOLE 0 0 0 1346 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 18 99 SH SOLE 0 0 0 99 CUBESMART COM REIT 229663109 4 111 SH SOLE 0 0 0 111 ISHARES MORNINGSTAR MID-CAP VALUE ETF ETF 464288406 172 1100 SH SOLE 0 0 0 1100 GLOBAL PMTS INC COM Stock 37940X102 4 18 SH SOLE 0 0 0 18 PRUDENTIAL FINL INC COM Stock 744320102 276 3536 SH SOLE 0 0 0 3536 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 12 1050 SH SOLE 0 0 0 1050 SEALED AIR CORP NEW COM Stock 81211K100 4 79 SH SOLE 0 0 0 79 WYNN RESORTS LTD COM Stock 983134107 56 500 SH SOLE 0 0 0 500 ULTA BEAUTY INC COM Stock 90384S303 9 31 SH SOLE 0 0 0 31 SIRIUS XM HOLDINGS INC COM Stock 82968B103 34 5369 SH SOLE 0 0 0 5369 INVESCO QQQ TRUST ETF 46090E103 232 740 SH SOLE 0 0 0 740 STERICYCLE INC COM Stock 858912108 7 100 SH SOLE 0 0 0 100 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 23 180 SH SOLE 0 0 0 180 STARBUCKS CORP COM Stock 855244109 842 7874 SH SOLE 0 0 0 7874 SEMPRA ENERGY COM Stock 816851109 41 321 SH SOLE 0 0 0 321 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 51 880 SH SOLE 0 0 0 880 PAN AMERN SILVER CORP COM Stock 697900108 17 500 SH SOLE 0 0 0 500 LOUISIANA PAC CORP COM Stock 546347105 93 2500 SH SOLE 0 0 0 2500 SQUARE INC CL A Stock 852234103 152 700 SH SOLE 0 0 0 700 ARENA PHARMACEUTICALS INC COM NEW Stock 040047607 8 105 SH SOLE 0 0 0 105 HECLA MNG CO COM Stock 422704106 0 6 SH SOLE 0 0 0 6 INTERDIGITAL INC COM Stock 45867G101 12 200 SH SOLE 0 0 0 200 XPO LOGISTICS INC COM Stock 983793100 406 3404 SH SOLE 0 0 0 3404 ANTHEM INC COM Stock 036752103 44 136 SH SOLE 0 0 0 136 ISHARES COMEX GOLD TRUST ETF 464285105 382 21068 SH SOLE 0 0 0 21068 EBAY INC. 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