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
GUNRFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
$16K
SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
$16K
ABSIABSCI CORPORATION COM
$16K
DFASDIMENSIONAL U.S. SMALL CAP ETF
$16K
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$16K
HIIHUNTINGTON INGALLS INDS INC COM
$16K
HAMHARMONY GOLD MINING CO LTD SPONSORED ADR
$16K
WTWWILLIS TOWERS WATSON PLC LTD SHS
$15K
DC4DEXCOM INC COM
$15K
SNASNAP ON INC COM
$15K
CDNSCADENCE DESIGN SYSTEM INC COM
$15K
DHID R HORTON INC COM
$15K
FTDSFIRST TRUST DIVIDEND STRENGTH ETF
$15K
NUENUCOR CORP COM
$15K
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$15K
HCAHCA HEALTHCARE INC COM
$15K
CHDCHURCH & DWIGHT CO INC COM
$15K
PWVINVESCO LARGE CAP VALUE ETF
$14K
ESSESSEX PPTY TR INC COM
$14K
HESHESS CORP COM
$14K
QXOQXO INC COM NEW
$14K
CRBNISHARES MSCI ACWI LOW CARBON TARGET ETF
$14K
YTRAYATRA ONLINE INC ORD SHS
$14K
KDKYNDRYL HLDGS INC COMMON STOCK
$14K
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$14K
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
$13K
OHIOMEGA HEALTHCARE INVS INC COM
$13K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$13K
HBC2HSBC HLDGS PLC SPON ADR NEW
$13K
EIS*ISHARES MSCI ISRAEL ETF
$13K
NINISOURCE INC COM
$13K
LUMNLUMEN TECHNOLOGIES INC COM
$13K
LINLINDE PLC SHS
$13K
ULTAULTA BEAUTY INC COM
$13K
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
$12K
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
$12K
OTTROTTER TAIL CORP COM
$12K
DELLDELL TECHNOLOGIES INC CL C
$12K
SLYVSPDR S&P 600 SMALL CAP VALUE ETF
$12K
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
$12K
GNRCGENERAC HLDGS INC COM
$12K
7HPHP INC COM
$12K
PLDPROLOGIS INC. COM
$11K
IVOVVANGUARD S&P MID-CAP 400 VALUE ETF
$11K
EOLSEVOLUS INC COM
$11K
NYTNEW YORK TIMES CO CL A
$11K
VPUVANGUARD UTILITIES ETF
$11K
METVROUNDHILL BALL METAVERSE ETF
$11K
VACMARRIOTT VACATIONS WORLDWIDE C COM
$11K
FICOFAIR ISAAC CORP COM
$11K
TFISPDR NUVEEN ICE MUNICIPAL BOND ETF
$11K
SMRNUSCALE PWR CORP CL A COM
$11K
STLASTELLANTIS N.V SHS
$11K
CAVACAVA GROUP INC COM
$11K
PDPINVESCO DORSEY WRIGHT MOMENTUM ETF
$10K
ILCGISHARES MORNINGSTAR GROWTH ETF
$10K
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
$10K
AWMSKYWORKS SOLUTIONS INC COM
$10K
VRSNVERISIGN INC COM
$10K
KMIKINDER MORGAN INC DEL COM
$10K
SLBSCHLUMBERGER LTD COM STK
$10K
KLGWK KELLOGG CO COM SHS
$10K
WMBWILLIAMS COS INC COM
$10K
VDCVANGUARD CONSUMER STAPLES ETF
$10K
BPBP PLC SPONSORED ADR
$10K
A4SAMERIPRISE FINL INC COM
$10K
NRPNATURAL RESOURCE PARTNERS L P COM UNIT LTD PAR
$10K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$9K
ZBHZIMMER BIOMET HOLDINGS INC COM
$9K
OXYOCCIDENTAL PETE CORP COM
$9K
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
$9K
ACHRARCHER AVIATION INC COM CL A
$9K
KXIISHARES GLOBAL CONSUMER STAPLES ETF
$9K
GSKGSK PLC SPONSORED ADR
$9K
USOUNITED STATES OIL FUND LP
$9K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$9K
APOAPOLLO GLOBAL MGMT INC COM
$9K
LYVLIVE NATION ENTERTAINMENT INC COM
$9K
RFREGIONS FINANCIAL CORP NEW COM
$9K
ADSKAUTODESK INC COM
$9K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$9K
MCHPMICROCHIP TECHNOLOGY INC. COM
$9K
XHSSPDR S&P HEALTH CARE SERVICES ETF
$8K
FNDBSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF
$8K
TRVCCITIGROUP INC COM NEW
$8K
CVNACARVANA CO CL A
$8K
DGXQUEST DIAGNOSTICS INC COM
$8K
XTNSPDR S&P TRANSPORTATION ETF
$8K
RHIROBERT HALF INC. COM
$8K
PCGPG&E CORP COM
$8K
MIGAMICROSTRATEGY INC CL A NEW
$8K
ASMLASML HOLDING N V N Y REGISTRY SHS
$8K
BBJPJPMORGAN BETABUILDERS JAPAN ETF
$8K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$8K
MLB1MERCADOLIBRE INC COM
$8K
CNMDCONMED CORP COM
$8K
AKXANSYS INC COM
$8K
KRKROGER CO COM
$8K
EXREXTRA SPACE STORAGE INC COM
$8K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$7K
PreviousPage 6 of 8Next