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)

StockValue
IJJISHARES S&P MID-CAP 400 VALUE ETF
$64K
IVOGVANGUARD S&P MID-CAP 400 GROWTH ETF
$63K
MCOMOODYS CORP COM
$63K
BSXBOSTON SCIENTIFIC CORP COM
$62K
NOWSERVICENOW INC COM
$62K
SAICSCIENCE APPLICATIONS INTL CORP COM
$60K
MTBM & T BK CORP COM
$60K
HBNCHORIZON BANCORP INC COM
$60K
CMGCHIPOTLE MEXICAN GRILL INC COM
$59K
GSGOLDMAN SACHS GROUP INC COM
$59K
VOOGVANGUARD S&P 500 GROWTH ETF
$59K
CRWDCROWDSTRIKE HLDGS INC CL A
$59K
RJFRAYMOND JAMES FINL INC COM
$58K
CARRCARRIER GLOBAL CORPORATION COM
$57K
MRSHMARSH & MCLENNAN COS INC COM
$56K
SLVISHARES SILVER TRUST
$56K
CEGCONSTELLATION ENERGY CORP COM
$54K
APDAIR PRODS & CHEMS INC COM
$54K
CITCINTAS CORP COM
$53K
ZTSZOETIS INC CL A
$53K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$53K
MOALTRIA GROUP INC COM
$53K
FDXFEDEX CORP COM
$53K
PHMPULTE GROUP INC COM
$53K
PG4PRINCIPAL FINANCIAL GROUP INC COM
$52K
FDTFIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
$52K
CPRTCOPART INC COM
$52K
CRMSALESFORCE INC COM
$52K
EPDENTERPRISE PRODS PARTNERS L P COM
$51K
ENBENBRIDGE INC COM
$51K
GNTXGENTEX CORP COM
$51K
EMREMERSON ELEC CO COM
$49K
MDYGSPDR S&P 400 MID CAP GROWTH ETF
$49K
SIVRABRDN PHYSICAL SILVER SHARES ETF
$49K
MDTMEDTRONIC PLC SHS
$48K
FTSLFIRST TRUST SENIOR LOAN FUND
$48K
XFLTXAI OCTAGN FLT RAT & ALT INM T COM
$48K
AVUSAVANTIS U.S. EQUITY ETF
$48K
LULULULULEMON ATHLETICA INC COM
$48K
WDCWESTERN DIGITAL CORP COM
$47K
RBLXROBLOX CORP CL A
$47K
GILDGILEAD SCIENCES INC COM
$47K
AMTMAMENTUM HOLDINGS INC COM
$47K
RHCRH PLC ORD
$47K
MASMASCO CORP COM
$47K
OREALTY INCOME CORP COM
$47K
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
$46K
HWMHOWMET AEROSPACE INC COM
$46K
MSCIMSCI INC COM
$46K
OLOGBXOLO INC CL A
$46K
COLBCOLUMBIA BKG SYS INC COM
$46K
MCXMCCORMICK & CO INC COM NON VTG
$45K
IXNISHARES GLOBAL TECH ETF
$45K
WPMWHEATON PRECIOUS METALS CORP COM
$45K
XLEENERGY SELECT SECTOR SPDR FUND
$45K
ARKKARK INNOVATION ETF
$44K
ELLAUDER ESTEE COS INC CL A
$44K
TSNTYSON FOODS INC CL A
$44K
CVSCVS HEALTH CORP COM
$44K
ONONON HLDG AG NAMEN AKT A
$43K
AMDADVANCED MICRO DEVICES INC COM
$43K
CITHE CIGNA GROUP COM
$43K
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
$43K
JCIJOHNSON CTLS INTL PLC SHS
$43K
MGKVANGUARD MEGA CAP GROWTH ETF
$42K
NRANRG ENERGY INC COM NEW
$42K
SHWSHERWIN WILLIAMS CO COM
$42K
ETRENTERGY CORP NEW COM
$42K
EAELECTRONIC ARTS INC COM
$41K
TROWPRICE T ROWE GROUP INC COM
$41K
QQQMINVESCO NASDAQ 100 ETF
$41K
NOKNOKIA CORP SPONSORED ADR
$40K
KVUEKENVUE INC COM
$40K
VCTRVICTORY CAP HLDGS INC COM CL A
$40K
IVOOVANGUARD S&P MID-CAP 400 ETF
$40K
DYHTARGET CORP COM
$39K
AEEAMEREN CORP COM
$38K
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$38K
TAT&T INC COM
$38K
ROSTROSS STORES INC COM
$38K
CPBTHE CAMPBELLS COMPANY COM
$38K
VFHVANGUARD FINANCIALS ETF
$37K
WEXWEX INC COM
$37K
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$37K
TPDSOMNIGROUP INTERNATIONAL INC COM
$36K
METMETLIFE INC COM
$36K
UMBFUMB FINL CORP COM
$36K
PAYXPAYCHEX INC COM
$36K
XLBMATERIALS SELECT SECTOR SPDR FUND
$36K
VMCVULCAN MATLS CO COM
$36K
CDWCDW CORP COM
$36K
UYGPROSHARES ULTRA FINANCIALS
$36K
TYTRI CONTL CORP COM
$35K
RACEFERRARI N V COM
$34K
TMCTMC THE METALS COMPANY INC COM
$34K
NXQUANEX BLDG PRODS CORP COM
$34K
STLDSTEEL DYNAMICS INC COM
$34K
NVONOVO-NORDISK A S ADR
$34K
GISGENERAL MLS INC COM
$34K
WHRWHIRLPOOL CORP COM
$34K
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