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
WHRWHIRLPOOL CORP COM
$34K
AMTAMERICAN TOWER CORP NEW COM
$33K
XSDSPDR S&P SEMICONDUCTOR ETF
$33K
CMICUMMINS INC COM
$33K
CLXCLOROX CO DEL COM
$33K
SMMDISHARES RUSSELL 2500 ETF
$32K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$32K
IVTINVENTRUST PPTYS CORP COM NEW
$32K
NEOGNEOGEN CORP COM
$32K
RYROYAL BK CDA COM
$32K
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
$32K
ICEINTERCONTINENTAL EXCHANGE INC COM
$32K
BMVPINVESCO BLOOMBERG MVP MULTI-FACTOR ETF
$32K
TRMBTRIMBLE INC COM
$32K
BCPCBALCHEM CORP COM
$32K
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$32K
FDSFACTSET RESH SYS INC COM
$31K
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$31K
EQTEQT CORP COM
$31K
DOWDOW INC COM
$31K
AEPAMERICAN ELEC PWR CO INC COM
$31K
OTISOTIS WORLDWIDE CORP COM
$31K
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$30K
MOATVANECK MORNINGSTAR WIDE MOAT ETF
$30K
EDVVANGUARD EXTENDED DURATION TREASURY ETF
$30K
AZOAUTOZONE INC COM
$30K
NLRVANECK URANIUM AND NUCLEAR ETF
$30K
TTENTOTALENERGIES SE SPONSORED ADS
$29K
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
$29K
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$29K
KRGKITE RLTY GROUP TR COM NEW
$29K
OUNZVANECK MERK GOLD ETF
$29K
DOCHEALTHPEAK PROPERTIES INC COM
$28K
NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
$28K
VISVANGUARD INDUSTRIALS ETF
$28K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$28K
WELLWELLTOWER INC COM
$28K
IWPISHARES RUSSELL MID-CAP GROWTH ETF
$28K
LNTALLIANT ENERGY CORP COM
$28K
ABGCENCORA INC COM
$27K
BAXBAXTER INTL INC COM
$27K
PEOEXELON CORP COM
$27K
IDXXIDEXX LABS INC COM
$27K
WECWEC ENERGY GROUP INC COM
$27K
MUSAMURPHY USA INC COM
$26K
LADLITHIA MTRS INC COM
$26K
XLUUTILITIES SELECT SECTOR SPDR FUND
$25K
PODDINSULET CORP COM
$25K
THGHANOVER INS GROUP INC COM
$24K
ROPROPER TECHNOLOGIES INC COM
$24K
PIIPOLARIS INC COM
$24K
LUVSOUTHWEST AIRLS CO COM
$24K
SGOLABRDN PHYSICAL GOLD SHARES ETF
$24K
CNPCENTERPOINT ENERGY INC COM
$24K
HIGHARTFORD INSURANCE GROUP INC COM
$24K
MIDDMIDDLEBY CORP COM
$24K
IUSVISHARES CORE S&P US VALUE ETF
$24K
VIOOVANGUARD S&P SMALL-CAP 600 ETF
$23K
HRLHORMEL FOODS CORP COM
$23K
VNQVANGUARD REAL ESTATE ETF
$23K
DCHAMERICAN AXLE & MFG HLDGS INC COM
$22K
MTHMERITAGE HOMES CORP COM
$22K
MRVLMARVELL TECHNOLOGY INC COM
$22K
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$22K
ELVELEVANCE HEALTH INC COM
$22K
TTEKTETRA TECH INC NEW COM
$21K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$21K
FASTFASTENAL CO COM
$21K
FQALFIDELITY QUALITY FACTOR ETF
$21K
ICFISHARES SELECT U.S. REIT ETF
$21K
MLMMARTIN MARIETTA MATLS INC COM
$20K
ONTOONTO INNOVATION INC COM
$20K
UFPIUFP INDUSTRIES INC COM
$20K
EEMISHARES MSCI EMERGING MARKETS ETF
$20K
DKSDICKS SPORTING GOODS INC COM
$20K
GMEGAMESTOP CORP NEW CL A
$20K
BDXBECTON DICKINSON & CO COM
$19K
ALLYALLY FINL INC COM
$19K
CEF/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
$19K
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$19K
USBUS BANCORP DEL COM NEW
$19K
EXPDEXPEDITORS INTL WASH INC COM
$19K
PYPLPAYPAL HLDGS INC COM
$19K
XARSPDR S&P AEROSPACE & DEFENSE ETF
$19K
XHRXENIA HOTELS & RESORTS INC COM
$18K
LPLALPL FINL HLDGS INC COM
$18K
TTDTHE TRADE DESK INC COM CL A
$18K
DDOMINION ENERGY INC COM
$18K
OGEOGE ENERGY CORP COM
$18K
AVBAVALONBAY CMNTYS INC COM
$18K
AG8AGILENT TECHNOLOGIES INC COM
$18K
AALAMERICAN AIRLS GROUP INC COM
$18K
TIPISHARES TIPS BOND ETF
$17K
CINFCINCINNATI FINL CORP COM
$17K
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B
$17K
SWKSTANLEY BLACK & DECKER INC COM
$17K
SOLVSOLVENTUM CORP COM SHS
$17K
IDRVISHARES SELF-DRIVING EV & TECH ETF
$17K
SFLSFL CORPORATION LTD SHS
$17K
CBCHUBB LIMITED COM
$17K
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