PLANTE MORAN FINANCIAL ADVISORS, LLC Information

27400 NORTHWESTERN HIGHWAY, SOUTHFIELD, Michigan, 48034, (248) 223-3400

Report Date: 03/31/2015

Position Statistics

Total Positions 859
New Positions 42
Increased Positions 159
Decreased Positions 267
Positions with Activity 426
Sold Out Positions 126
Total Mkt Value (in $ millions) 144

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.69%
Capital Goods 1.95%
Conglomerates 0%
Consumer Cyclical 3.13%
Consumer/Non-Cyclical 13.48%
Energy 3.64%
Financial 33.28%
Healthcare 8.58%
Services 7.44%
Technology 11.75%
Transportation 3.06%
Utilities 11.41%

159 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DTE ENERGY CO COM 12,981 2,101 19.31 164,968
SPDR S&P 500 ETF TR TR UNIT 6,882 2,157 45.65 32,942
PEPSICO INC COM 5,087 189 3.86 53,315
JOHNSON & JOHNSON COM 4,342 142 3.38 43,643
APPLE INC COM 4,018 244 6.48 31,942
STRYKER CORP COM 2,629 .01 28,296
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2,373 2,114 814.72 8,699
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,163 131 6.42 14,964
EATON CORP PLC SHS 2,082 502 31.75 29,153
ISHARES TR CORE S&P MCP ETF 1,794 123 7.37 11,980
GENERAL ELECTRIC CO COM 1,487 1 .06 55,237
MICROSOFT CORP COM 1,451 33 2.31 30,483
ISHARES TR RUS 1000 GRW ETF 1,354 235 20.98 13,605
WOLVERINE WORLD WIDE INC COM 1,344 197 17.13 44,319
SPDR DOW JONES INDL AVRG ETF UT SER 1 1,332 1,243 1,388.60 7,443
ISHARES TR CORE US AGGBD ET 1,258 11 .91 11,430
VERIZON COMMUNICATIONS INC COM 1,173 54 4.81 23,423
EXXON MOBIL CORP COM 1,145 104 9.95 12,924
ISHARES TR SELECT DIVID ETF 1,138 383 50.70 14,604
UNIVERSAL TRUCKLOAD SVCS INC COM 1,056 573 118.66 52,565