Plante Moran Financial Advisors, LLC Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$1.2B

Holdings

801

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (801 positions)

StockValue
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
$148K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$141K
EPDENTERPRISE PRODS PARTNERS L P COM
$141K
GMGENERAL MTRS CO COM
$137K
CTVACORTEVA INC COM
$136K
ITWILLINOIS TOOL WKS INC COM
$135K
BSXBOSTON SCIENTIFIC CORP COM
$135K
GDGENERAL DYNAMICS CORP COM
$134K
KLACKLA CORP COM NEW
$133K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$132K
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
$132K
HBANHUNTINGTON BANCSHARES INC COM
$131K
BABOEING CO COM
$130K
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$129K
NBTBNBT BANCORP INC COM
$128K
KKRKKR & CO INC COM
$128K
AMATAPPLIED MATLS INC COM
$125K
OEFISHARES S&P 100 ETF
$125K
IMCBISHARES MORNINGSTAR MID-CAP ETF
$124K
ECLECOLAB INC COM
$120K
ANDEANDERSONS INC COM
$118K
EWEDWARDS LIFESCIENCES CORP COM
$118K
ATOATMOS ENERGY CORP COM
$118K
CEGCONSTELLATION ENERGY CORP COM
$116K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$115K
CNRCANADIAN NATL RY CO COM
$115K
WMWASTE MGMT INC DEL COM
$113K
MTBM & T BK CORP COM
$113K
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$112K
CLCOLGATE PALMOLIVE CO COM
$111K
SHOPSHOPIFY INC CL A SUB VTG SHS
$111K
SPGMSPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF
$109K
XEXGXEATON VANCE TAX-MANAGED GLOBAL COM
$109K
BXBLACKSTONE INC COM
$107K
ADIANALOG DEVICES INC COM
$107K
DUKDUKE ENERGY CORP NEW COM NEW
$106K
CGGRCAPITAL GROUP GROWTH ETF
$105K
MSIMOTOROLA SOLUTIONS INC COM NEW
$105K
IDAIDACORP INC COM
$105K
LHXL3HARRIS TECHNOLOGIES INC COM
$101K
MOALTRIA GROUP INC COM
$101K
TXNTEXAS INSTRS INC COM
$100K
NUENUCOR CORP COM
$99K
SCHASCHWAB U.S. SMALL-CAP ETF
$99K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$99K
INTCINTEL CORP COM
$98K
NKENIKE INC CL B
$98K
BACVERIZON COMMUNICATIONS INC COM
$97K
MLKNMILLERKNOLL INC COM
$96K
TAT&T INC COM
$96K
GBTCGRAYSCALE BITCOIN TRUST ETF
$96K
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
$95K
IBITISHARES BITCOIN TRUST ETF
$95K
VPLVANGUARD FTSE PACIFIC ETF
$95K
WSMWILLIAMS SONOMA INC COM
$94K
MGMMGM RESORTS INTERNATIONAL COM
$93K
INTUINTUIT COM
$93K
VRTXVERTEX PHARMACEUTICALS INC COM
$93K
LULULULULEMON ATHLETICA INC COM
$92K
XLFFINANCIAL SELECT SECTOR SPDR FUND
$92K
TTTRANE TECHNOLOGIES PLC SHS
$91K
VLTOVERALTO CORP COM SHS
$89K
UPSUNITED PARCEL SERVICE INC CL B
$88K
DWDMORGAN STANLEY COM NEW
$88K
ETENERGY TRANSFER L P COM UT LTD PTN
$87K
SYYSYSCO CORP COM
$86K
BLKBLACKROCK INC COM
$86K
GEVGE VERNOVA INC COM
$85K
HUBBHUBBELL INC COM
$84K
VGKVANGUARD FTSE EUROPE ETF
$83K
GPCGENUINE PARTS CO COM
$83K
STELSTELLAR BANCORP INC COM
$82K
RCLROYAL CARIBBEAN GROUP COM
$81K
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$81K
RSGREPUBLIC SVCS INC COM
$80K
VLOVALERO ENERGY CORP COM
$80K
PSXPHILLIPS 66 COM
$80K
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
$79K
WF2WINTRUST FINL CORP COM
$77K
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$76K
URIUNITED RENTALS INC COM
$75K
KMBKIMBERLY-CLARK CORP COM
$75K
VRSKVERISK ANALYTICS INC COM
$74K
WEAWESTERN ALLIANCE BANCORP COM
$74K
PPAINVESCO AEROSPACE & DEFENSE ETF
$74K
CMECME GROUP INC COM
$74K
CSXCSX CORP COM
$74K
CRMSALESFORCE INC COM
$72K
PNCPNC FINL SVCS GROUP INC COM
$72K
COFCAPITAL ONE FINL CORP COM
$71K
CCLCARNIVAL CORP PAIRED CTF
$70K
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF
$70K
GLGLOBE LIFE INC COM
$70K
BMYBRISTOL-MYERS SQUIBB CO COM
$68K
AEPAMERICAN ELEC PWR CO INC COM
$68K
IBBISHARES BIOTECHNOLOGY ETF
$68K
FTCSFIRST TRUST CAPITAL STRENGTH ETF
$67K
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$67K
SUISUN CMNTYS INC COM
$65K
PRUPRUDENTIAL FINL INC COM
$65K
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