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
MLPAGLOBAL X MLP ETF
$18K
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
$18K
EXPDEXPEDITORS INTL WASH INC COM
$18K
FASTFASTENAL CO COM
$18K
ALLYALLY FINL INC COM
$18K
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
$18K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$18K
DDOMINION ENERGY INC COM
$18K
YTRAYATRA ONLINE INC ORD SHS
$18K
BKHBLACK HILLS CORP COM
$18K
CHRDCHORD ENERGY CORPORATION COM NEW
$18K
HCAHCA HEALTHCARE INC COM
$17K
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
$17K
TRVCCITIGROUP INC COM NEW
$17K
TYGTORTOISE ENERGY INFRA CORP COM
$17K
SNASNAP ON INC COM
$17K
SJMSMUCKER J M CO COM NEW
$17K
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$17K
DHID R HORTON INC COM
$16K
ABSIABSCI CORPORATION COM
$16K
PHYS/USPROTT PHYSICAL GOLD TR UNIT
$16K
HSYHERSHEY CO COM
$16K
CHDCHURCH & DWIGHT CO INC COM
$16K
IDRVISHARES SELF-DRIVING EV & TECH ETF
$16K
LUMNLUMEN TECHNOLOGIES INC COM
$16K
FTDSFIRST TRUST DIVIDEND STRENGTH ETF
$16K
PXFINVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF
$15K
XARSPDR S&P AEROSPACE & DEFENSE ETF
$15K
ESSESSEX PPTY TR INC COM
$14K
CAVACAVA GROUP INC COM
$14K
RHIROBERT HALF INC. COM
$14K
STLASTELLANTIS N.V SHS
$14K
OHIOMEGA HEALTHCARE INVS INC COM
$14K
XSVMINVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF
$14K
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B
$14K
DC4DEXCOM INC COM
$14K
BHVNBIOHAVEN LTD COM
$14K
AMGAFFILIATED MANAGERS GROUP INC COM
$13K
EOLSEVOLUS INC COM
$13K
SMRNUSCALE PWR CORP CL A COM
$13K
SGOLABRDN PHYSICAL GOLD SHARES ETF
$13K
WMBWILLIAMS COS INC COM
$13K
BPBP PLC SPONSORED ADR
$13K
PWVINVESCO LARGE CAP VALUE ETF
$13K
SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
$13K
TLHISHARES 10-20 YEAR TREASURY BOND ETF
$13K
KLGWK KELLOGG CO COM SHS
$13K
GNRCGENERAC HLDGS INC COM
$13K
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
$13K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$12K
MANMANPOWERGROUP INC WIS COM
$12K
AWMSKYWORKS SOLUTIONS INC COM
$12K
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$12K
OTTROTTER TAIL CORP COM
$12K
ULTAULTA BEAUTY INC COM
$12K
LIILENNOX INTL INC COM
$12K
DELLDELL TECHNOLOGIES INC CL C
$11K
HLTHILTON WORLDWIDE HLDGS INC COM
$11K
RUMRUMBLE INC COM CL A
$11K
KDKYNDRYL HLDGS INC COMMON STOCK
$11K
NRPNATURAL RESOURCE PARTNERS L P COM UNIT LTD PAR
$11K
ASMLASML HOLDING N V N Y REGISTRY SHS
$11K
ZBHZIMMER BIOMET HOLDINGS INC COM
$11K
EIS*ISHARES MSCI ISRAEL ETF
$11K
ARKFARK FINTECH INNOVATION ETF
$11K
OKLOOKLO INC COM CL A
$11K
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
$11K
APOAPOLLO GLOBAL MGMT INC COM
$11K
LINLINDE PLC SHS
$10K
NYTNEW YORK TIMES CO CL A
$10K
ARKTARK NEXT GENERATION INTERNET ETF
$10K
CNMDCONMED CORP COM
$10K
QXOQXO INC COM NEW
$10K
MBBISHARES MBS ETF
$10K
TFCTRUIST FINL CORP COM
$10K
OXYOCCIDENTAL PETE CORP COM
$10K
FMCFMC CORP COM NEW
$10K
RFREGIONS FINANCIAL CORP NEW COM
$10K
ILCGISHARES MORNINGSTAR GROWTH ETF
$10K
A4SAMERIPRISE FINL INC COM
$10K
HALHALLIBURTON CO COM
$10K
USOUNITED STATES OIL FUND LP
$10K
VDCVANGUARD CONSUMER STAPLES ETF
$10K
KTFDWS MUNICIPAL INCOME
$9K
XPOXPO INC COM
$9K
HAMHARMONY GOLD MINING CO LTD SPONSORED ADR
$9K
DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
$9K
PUMPPROPETRO HLDG CORP COM
$9K
FBINFORTUNE BRANDS INNOVATIONS INC COM
$9K
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
$9K
TLTISHARES 20 YEAR TREASURY BOND ETF
$9K
ACWIISHARES MSCI ACWI ETF
$9K
BSYBENTLEY SYS INC COM CL B
$9K
SNYSANOFI SPONSORED ADR
$9K
XTNSPDR S&P TRANSPORTATION ETF
$9K
SNPSSYNOPSYS INC COM
$9K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$9K
NIONIO INC SPON ADS
$9K
DOXAMDOCS LTD SHS
$9K
ICEINTERCONTINENTAL EXCHANGE INC COM
$9K
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