Plante Moran Financial Advisors, LLC Q4 2024 Filing

Filed February 5, 2025

Portfolio Value

$1.2B

Holdings

911

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (911 positions)

StockValue
OCFCOCEANFIRST FINL CORP COM
$72K
COFCAPITAL ONE FINL CORP COM
$70K
KMBKIMBERLY-CLARK CORP COM
$70K
IBBISHARES BIOTECHNOLOGY ETF
$70K
BNDVANGUARD TOTAL BOND MARKET ETF
$70K
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$67K
VOOGVANGUARD S&P 500 GROWTH ETF
$66K
FTCSFIRST TRUST CAPITAL STRENGTH ETF
$66K
ZTSZOETIS INC CL A
$65K
IJJISHARES S&P MID-CAP 400 VALUE ETF
$64K
BMYBRISTOL-MYERS SQUIBB CO COM
$64K
HBNCHORIZON BANCORP INC COM
$63K
SUISUN CMNTYS INC COM
$63K
IDXXIDEXX LABS INC COM
$62K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$62K
CPRTCOPART INC COM
$60K
CMGCHIPOTLE MEXICAN GRILL INC COM
$60K
MPCMARATHON PETE CORP COM
$60K
SAICSCIENCE APPLICATIONS INTL CORP COM
$60K
MCOMOODYS CORP COM
$59K
GLGLOBE LIFE INC COM
$59K
TMOTHERMO FISHER SCIENTIFIC INC COM
$59K
ENBENBRIDGE INC COM
$58K
MTBM & T BK CORP COM
$58K
ODCOIL DRI CORP AMER COM
$57K
WEXWEX INC COM
$57K
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF
$57K
XFLTXAI OCTAGN FLT RAT & ALT INM T COM
$56K
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
$56K
IBITISHARES BITCOIN TRUST ETF
$55K
CMICUMMINS INC COM
$55K
PHMPULTE GROUP INC COM
$54K
APDAIR PRODS & CHEMS INC COM
$54K
MDYGSPDR S&P 400 MID CAP GROWTH ETF
$54K
PWRQUANTA SVCS INC COM
$54K
XLEENERGY SELECT SECTOR SPDR FUND
$54K
UPSTUPSTART HLDGS INC COM
$54K
NVONOVO-NORDISK A S ADR
$53K
YUMCYUM CHINA HLDGS INC COM
$53K
MRVLMARVELL TECHNOLOGY INC COM
$53K
COLBCOLUMBIA BKG SYS INC COM
$53K
RSGREPUBLIC SVCS INC COM
$53K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$52K
PGRPROGRESSIVE CORP COM
$52K
CPBTHE CAMPBELLS COMPANY COM
$52K
SIVRABRDN PHYSICAL SILVER SHARES ETF
$52K
RHCRH PLC ORD
$51K
BMVPINVESCO BLOOMBERG MVP MULTI-FACTOR ETF
$50K
AEPAMERICAN ELEC PWR CO INC COM
$50K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$50K
KVUEKENVUE INC COM
$49K
PRFZINVESCO FTSE RAFI US 1500 SMALL-MID ETF
$49K
FTSLFIRST TRUST SENIOR LOAN FUND
$49K
MSCIMSCI INC COM
$48K
XLGINVESCO S&P 500 TOP 50 ETF
$47K
GISGENERAL MLS INC COM
$47K
MDTMEDTRONIC PLC SHS
$46K
ELLAUDER ESTEE COS INC CL A
$46K
NINISOURCE INC COM
$46K
MCXMCCORMICK & CO INC COM NON VTG
$46K
ONONON HLDG AG NAMEN AKT A
$46K
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
$46K
GBCIGLACIER BANCORP INC NEW COM
$45K
AMDADVANCED MICRO DEVICES INC COM
$45K
SLVISHARES SILVER TRUST
$45K
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$45K
AMTAMERICAN TOWER CORP NEW COM
$44K
TSNTYSON FOODS INC CL A
$44K
KMIKINDER MORGAN INC DEL COM
$44K
CAGCONAGRA BRANDS INC COM
$44K
CITCINTAS CORP COM
$44K
NXQUANEX BLDG PRODS CORP COM
$44K
PLTRPALANTIR TECHNOLOGIES INC CL A
$43K
PG4PRINCIPAL FINANCIAL GROUP INC COM
$43K
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$42K
ADXADAMS DIVERSIFIED EQUITY FD COM
$42K
IXNISHARES GLOBAL TECH ETF
$42K
DECKDECKERS OUTDOOR CORP COM
$41K
VRNAVERONA PHARMA PLC SPONSORED ADS
$41K
VNQVANGUARD REAL ESTATE ETF
$41K
WHRWHIRLPOOL CORP COM
$41K
VCTRVICTORY CAP HLDGS INC COM CL A
$41K
OREALTY INCOME CORP COM
$41K
FDTFIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
$41K
CARRCARRIER GLOBAL CORPORATION COM
$40K
VPUVANGUARD UTILITIES ETF
$40K
AMTMAMENTUM HOLDINGS INC COM
$39K
CRWDCROWDSTRIKE HLDGS INC CL A
$39K
PRUPRUDENTIAL FINL INC COM
$39K
CDNSCADENCE DESIGN SYSTEM INC COM
$39K
QQQMINVESCO NASDAQ 100 ETF
$38K
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$38K
EAELECTRONIC ARTS INC COM
$38K
ARKKARK INNOVATION ETF
$37K
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$36K
TTENTOTALENERGIES SE SPONSORED ADS
$36K
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND
$36K
CPCANADIAN PACIFIC KANSAS CITY COM
$36K
HACKAMPLIFY CYBERSECURITY ETF
$36K
IVTINVENTRUST PPTYS CORP COM NEW
$35K
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