Plante Moran Financial Advisors, LLC Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$1.4B

Holdings

772

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (772 positions)

#	Stock	Shares	Value	% Portfolio
101	QCOMQUALCOMM INC COM	2,507	$399K	0.03%
102	RTXRTX CORPORATION COM	2,724	$398K	0.03%
103	ETNEATON CORP PLC SHS	1,114	$398K	0.03%
104	WFCWELLS FARGO CO NEW COM	4,877	$391K	0.03%
105	CATCATERPILLAR INC COM	977	$379K	0.03%
106	ADPAUTOMATIC DATA PROCESSING INC COM	1,212	$374K	0.03%
107	PRAPROASSURANCE CORP COM	16,375	$374K	0.03%
108	SCHDSCHWAB US DIVIDEND EQUITY ETF	13,645	$362K	0.03%
109	UNPUNION PAC CORP COM	1,541	$355K	0.02%
110	AQLTISHARES CORE MSCI EAFE ETF	4,092	$342K	0.02%
111	MGCVANGUARD MEGA CAP ETF	1,498	$337K	0.02%
112	SCHBSCHWAB U.S. BROAD MARKET ETF	14,121	$337K	0.02%
113	QUALISHARES MSCI USA QUALITY FACTOR ETF	1,839	$336K	0.02%
114	EFVISHARES MSCI EAFE VALUE ETF	5,290	$336K	0.02%
115	TRVTRAVELERS COMPANIES INC COM	1,251	$335K	0.02%
116	RSPINVESCO S&P 500 EQUAL WEIGHT ETF	1,836	$334K	0.02%
117	XPOXPO INC COM	2,626	$332K	0.02%
118	HONHONEYWELL INTL INC COM	1,403	$327K	0.02%
119	PHPARKER-HANNIFIN CORP COM	467	$326K	0.02%
120	GQ9SPDR GOLD SHARES	1,064	$324K	0.02%
121	IYWISHARES U.S. TECHNOLOGY ETF	1,856	$322K	0.02%
122	DEDEERE & CO COM	609	$310K	0.02%
123	DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF	8,485	$304K	0.02%
124	YUMCYUM CHINA HLDGS INC COM	6,795	$304K	0.02%
125	FTNTFORTINET INC COM	2,866	$303K	0.02%
126	AQLTISHARES SELECT DIVIDEND ETF	2,256	$300K	0.02%
127	IWNISHARES RUSSELL 2000 VALUE ETF	1,892	$298K	0.02%
128	FMBFIRST TRUST MANAGED MUNICIPAL ETF	5,926	$295K	0.02%
129	FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND	2,669	$293K	0.02%
130	GEGE AEROSPACE COM NEW	1,116	$287K	0.02%
131	FSLRFIRST SOLAR INC COM	1,706	$282K	0.02%
132	FFORD MTR CO COM	25,496	$277K	0.02%
133	XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	1,257	$273K	0.02%
134	AXPAMERICAN EXPRESS CO COM	840	$268K	0.02%
135	FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND	10,831	$267K	0.02%
136	ESGDISHARES ESG AWARE MSCI EAFE ETF	2,963	$264K	0.02%
137	BACBANK AMERICA CORP COM	5,582	$264K	0.02%
138	IMCVISHARES MORNINGSTAR MID-CAP VALUE ETF	3,453	$262K	0.02%
139	GWWGRAINGER W W INC COM	250	$260K	0.02%
140	DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	569	$251K	0.02%
141	JJACOBS SOLUTIONS INC COM	1,876	$247K	0.02%
142	IWSISHARES RUSSELL MID-CAP VALUE ETF	1,840	$243K	0.02%
143	ALSALLSTATE CORP COM	1,206	$243K	0.02%
144	MRKMERCK & CO INC COM	3,037	$240K	0.02%
145	FBTCFIDELITY WISE ORIGIN BITCOIN FUND	2,521	$237K	0.02%
146	VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND	3,499	$235K	0.02%
147	MFCMANULIFE FINL CORP COM	7,323	$234K	0.02%
148	CMACOMERICA INC COM	3,918	$234K	0.02%
149	LDOSLEIDOS HOLDINGS INC COM	1,449	$229K	0.02%
150	ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF	2,826	$226K	0.02%
151	TMOTHERMO FISHER SCIENTIFIC INC COM	557	$226K	0.02%
152	DRIDARDEN RESTAURANTS INC COM	1,017	$222K	0.02%
153	GLWCORNING INC COM	4,119	$217K	0.02%
154	ACNACCENTURE PLC IRELAND SHS CLASS A	721	$216K	0.02%
155	SCHFSCHWAB INTERNATIONAL EQUITY ETF	9,634	$213K	0.01%
156	EFGISHARES MSCI EAFE GROWTH ETF	1,852	$207K	0.01%
157	BLDTOPBUILD CORP COM	629	$204K	0.01%
158	ADBEADOBE INC COM	526	$203K	0.01%
159	KELKELLANOVA COM	2,523	$201K	0.01%
160	AXONAXON ENTERPRISE INC COM	240	$199K	0.01%
161	CACCCREDIT ACCEP CORP MICH COM	387	$197K	0.01%
162	BABOEING CO COM	938	$197K	0.01%
163	VTVANGUARD TOTAL WORLD STOCK ETF	1,492	$192K	0.01%
164	RPMRPM INTL INC COM	1,722	$189K	0.01%
165	AFLAFLAC INC COM	1,790	$189K	0.01%
166	IYHISHARES U.S. HEALTHCARE ETF	3,335	$188K	0.01%
167	DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND	2,232	$187K	0.01%
168	IJSISHARES S&P SMALL-CAP 600 VALUE ETF	1,856	$185K	0.01%
169	SONYSONY GROUP CORP SPONSORED ADR	7,075	$184K	0.01%
170	KOCOCA COLA CO COM	2,584	$183K	0.01%
171	DGROISHARES CORE DIVIDEND GROWTH ETF	2,770	$177K	0.01%
172	KLACKLA CORP COM NEW	196	$176K	0.01%
173	ISRGINTUITIVE SURGICAL INC COM NEW	322	$175K	0.01%
174	CWSTCASELLA WASTE SYS INC CL A	1,508	$174K	0.01%
175	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	766	$173K	0.01%
176	IAU*ISHARES GOLD TRUST	2,763	$172K	0.01%
177	IWOISHARES RUSSELL 2000 GROWTH ETF	592	$169K	0.01%
178	PFEPFIZER INC COM	6,913	$168K	0.01%
179	VHTVANGUARD HEALTH CARE ETF	674	$167K	0.01%
180	CMCSACOMCAST CORP NEW CL A	4,667	$167K	0.01%
181	COPCONOCOPHILLIPS COM	1,831	$164K	0.01%
182	XLVHEALTH CARE SELECT SECTOR SPDR FUND	1,203	$162K	0.01%
183	PSAPUBLIC STORAGE OPER CO COM	541	$159K	0.01%
184	OKEONEOK INC NEW COM	1,921	$157K	0.01%
185	BKNGBOOKING HOLDINGS INC COM	27	$156K	0.01%
186	RSGREPUBLIC SVCS INC COM	633	$156K	0.01%
187	XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND	1,404	$152K	0.01%
188	HBANHUNTINGTON BANCSHARES INC COM	9,041	$152K	0.01%
189	SHOPSHOPIFY INC CL A SUB VTG SHS	1,292	$149K	0.01%
190	GEVGE VERNOVA INC COM	280	$148K	0.01%
191	SBUXSTARBUCKS CORP COM	1,588	$146K	0.01%
192	FANGDIAMONDBACK ENERGY INC COM	1,046	$144K	0.01%
193	FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	5,853	$144K	0.01%
194	GMGENERAL MTRS CO COM	2,877	$142K	0.01%
195	GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF	1,150	$140K	0.01%
196	OEFISHARES S&P 100 ETF	453	$138K	0.01%
197	ITWILLINOIS TOOL WKS INC COM	545	$135K	0.01%
198	GBTCGRAYSCALE BITCOIN TRUST ETF	1,579	$134K	0.01%
199	IMCBISHARES MORNINGSTAR MID-CAP ETF	1,675	$133K	0.01%
200	BLKBLACKROCK INC COM	127	$133K	0.01%

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