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 | Value |
|---|---|
SCHASCHWAB U.S. SMALL-CAP ETF | $129K |
FISVFISERV INC COM | $129K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $128K |
MMM3M CO COM | $128K |
ECLECOLAB INC COM | $128K |
EWEDWARDS LIFESCIENCES CORP COM | $127K |
PANWPALO ALTO NETWORKS INC COM | $126K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $125K |
CGGRCAPITAL GROUP GROWTH ETF | $125K |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $125K |
BNDVANGUARD TOTAL BOND MARKET ETF | $124K |
NBTBNBT BANCORP INC COM | $124K |
RCLROYAL CARIBBEAN GROUP COM | $123K |
CNRCANADIAN NATL RY CO COM | $123K |
LHXL3HARRIS TECHNOLOGIES INC COM | $121K |
INTUINTUIT COM | $121K |
SPGMSPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $121K |
ADMARCHER DANIELS MIDLAND CO COM | $119K |
IBITISHARES BITCOIN TRUST ETF | $119K |
TTTRANE TECHNOLOGIES PLC SHS | $118K |
BMYBRISTOL-MYERS SQUIBB CO COM | $117K |
MCKMCKESSON CORP COM | $116K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $115K |
BXBLACKSTONE INC COM | $114K |
WMWASTE MGMT INC DEL COM | $112K |
CLCOLGATE PALMOLIVE CO COM | $109K |
VPLVANGUARD FTSE PACIFIC ETF | $108K |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $107K |
DWDMORGAN STANLEY COM NEW | $107K |
HUBBHUBBELL INC COM | $104K |
IDAIDACORP INC COM | $104K |
DUKDUKE ENERGY CORP NEW COM NEW | $102K |
ATOATMOS ENERGY CORP COM | $102K |
ANDEANDERSONS INC COM | $101K |
AMATAPPLIED MATLS INC COM | $100K |
TMUST-MOBILE US INC COM | $99K |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $99K |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $98K |
GDGENERAL DYNAMICS CORP COM | $98K |
VRTXVERTEX PHARMACEUTICALS INC COM | $97K |
WSMWILLIAMS SONOMA INC COM | $97K |
NKENIKE INC CL B | $96K |
APHAMPHENOL CORP NEW CL A | $96K |
ARESARES MANAGEMENT CORPORATION CL A COM STK | $95K |
VLTOVERALTO CORP COM SHS | $95K |
COFCAPITAL ONE FINL CORP COM | $94K |
DALDELTA AIR LINES INC DEL COM NEW | $94K |
CCLCARNIVAL CORP PAIRED CTF | $94K |
INTCINTEL CORP COM | $93K |
VGKVANGUARD FTSE EUROPE ETF | $92K |
MLKNMILLERKNOLL INC COM | $91K |
PGRPROGRESSIVE CORP COM | $91K |
TXNTEXAS INSTRS INC COM | $91K |
PPAINVESCO AEROSPACE & DEFENSE ETF | $90K |
BACVERIZON COMMUNICATIONS INC COM | $90K |
NOCNORTHROP GRUMMAN CORP COM | $89K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $88K |
CTVACORTEVA INC COM | $88K |
SYYSYSCO CORP COM | $87K |
CMECME GROUP INC COM | $87K |
LOWLOWES COS INC COM | $85K |
WF2WINTRUST FINL CORP COM | $85K |
GPCGENUINE PARTS CO COM | $85K |
VRNAVERONA PHARMA PLC SPONSORED ADS | $84K |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $83K |
STELSTELLAR BANCORP INC COM | $83K |
VLOVALERO ENERGY CORP COM | $82K |
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $82K |
NSCNORFOLK SOUTHN CORP COM | $82K |
CSXCSX CORP COM | $82K |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $82K |
UPSUNITED PARCEL SERVICE INC CL B | $81K |
XEXGXEATON VANCE TAX-MANAGED GLOBAL COM | $81K |
VRSKVERISK ANALYTICS INC COM | $78K |
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | $78K |
ODCOIL DRI CORP AMER COM | $77K |
PRUPRUDENTIAL FINL INC COM | $76K |
MPCMARATHON PETE CORP COM | $76K |
PSXPHILLIPS 66 COM | $76K |
ETENERGY TRANSFER L P COM UT LTD PTN | $76K |
WEAWESTERN ALLIANCE BANCORP COM | $75K |
ARMARM HOLDINGS PLC SPONSORED ADS | $74K |
DDDUPONT DE NEMOURS INC COM | $73K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $72K |
HLTHILTON WORLDWIDE HLDGS INC COM | $70K |
DNLWISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND | $69K |
PNCPNC FINL SVCS GROUP INC COM | $69K |
AEMAGNICO EAGLE MINES LTD COM | $68K |
DENNDENNYS CORP COM | $68K |
KMBKIMBERLY-CLARK CORP COM | $68K |
FTCSFIRST TRUST CAPITAL STRENGTH ETF | $68K |
ADIANALOG DEVICES INC COM | $68K |
IBBISHARES BIOTECHNOLOGY ETF | $67K |
FITBFIFTH THIRD BANCORP COM | $66K |
LMTLOCKHEED MARTIN CORP COM | $66K |
PRFZINVESCO RAFI US 1500 SMALL-MID ETF | $66K |
GLGLOBE LIFE INC COM | $66K |
HSYHERSHEY CO COM | $66K |
SUISUN CMNTYS INC COM | $64K |
PWRQUANTA SVCS INC COM | $64K |