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
ADSKAUTODESK INC COM
$9K
KXIISHARES GLOBAL CONSUMER STAPLES ETF
$9K
MLB1MERCADOLIBRE INC COM
$9K
COOCOOPER COS INC COM
$8K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$8K
ACHRARCHER AVIATION INC COM CL A
$8K
SYU1SYNOVUS FINL CORP COM NEW
$8K
GSKGSK PLC SPONSORED ADR
$8K
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$8K
RACEFERRARI N V COM
$8K
WSOWATSCO INC COM
$8K
TERTERADYNE INC COM
$8K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$8K
POOLPOOL CORP COM
$8K
AEMAGNICO EAGLE MINES LTD COM
$8K
EMBJEMBRAER S.A. SPONSORED ADS
$8K
CUKCARNIVAL PLC ADS
$8K
XHSSPDR S&P HEALTH CARE SERVICES ETF
$8K
CECELANESE CORP DEL COM
$8K
SPGSIMON PPTY GROUP INC NEW COM
$8K
EFXEQUIFAX INC COM
$8K
EXREXTRA SPACE STORAGE INC COM
$8K
CHHCHOICE HOTELS INTL INC COM
$8K
AZPN1USDASPEN TECHNOLOGY INC COM
$7K
QIPTQUIPT HOME MEDICAL CORP COM
$7K
ZWSZURN ELKAY WATER SOLNS CORP COM
$7K
AKXANSYS INC COM
$7K
HOLXHOLOGIC INC COM
$7K
EMLCVANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
$7K
ECCEAGLE POINT CREDIT COMPANY INC COM
$7K
SLBSCHLUMBERGER LTD COM STK
$7K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$7K
LBRDKLIBERTY BROADBAND CORP COM SER C
$7K
VRSNVERISIGN INC COM
$7K
CRLCHARLES RIV LABS INTL INC COM
$7K
WPCWP CAREY INC COM
$7K
KSSKOHLS CORP COM
$7K
ADCAGREE RLTY CORP COM
$7K
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$7K
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM
$7K
TXTTEXTRON INC COM
$7K
DGXQUEST DIAGNOSTICS INC COM
$7K
VTRSVIATRIS INC COM
$7K
TSCOTRACTOR SUPPLY CO COM
$7K
ITGARTNER INC COM
$7K
JKHYHENRY JACK & ASSOC INC COM
$7K
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
$7K
KRKROGER CO COM
$7K
TFLOISHARES TREASURY FLOATING RATE BOND ETF
$7K
NDSNNORDSON CORP COM
$6K
SMLVSPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF
$6K
STTSTATE STR CORP COM
$6K
JOYTJPMORGAN U.S. TECH LEADERS ETF
$6K
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$6K
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$6K
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
$6K
QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND
$6K
TMFDIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES
$6K
TDYTELEDYNE TECHNOLOGIES INC COM
$6K
UBSUBS GROUP AG SHS
$6K
AZNASTRAZENECA PLC SPONSORED ADR
$6K
SAIASAIA INC COM
$6K
VENVENTAS INC COM
$6K
TMCTMC THE METALS COMPANY INC COM
$6K
WELLWELLTOWER INC COM
$6K
WINNHARBOR LONG-TERM GROWERS ETF
$6K
SNPEXTRACKERS S&P 500 ESG ETF
$6K
ALLEALLEGION PLC ORD SHS
$6K
ROLROLLINS INC COM
$6K
LHLABCORP HOLDINGS INC COM SHS
$6K
BJBJS WHSL CLUB HLDGS INC COM
$5K
8CWCROWN CASTLE INC COM
$5K
CAHCARDINAL HEALTH INC COM
$5K
BFAMBRIGHT HORIZONS FAM SOL IN DEL COM
$5K
PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
$5K
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
$5K
JCIJOHNSON CTLS INTL PLC SHS
$5K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$5K
HPEHEWLETT PACKARD ENTERPRISE CO COM
$5K
SHELSHELL PLC SPON ADS
$5K
MUMICRON TECHNOLOGY INC COM
$5K
XGDVXGABELLI DIVID & INCOME TR COM
$5K
COINCOINBASE GLOBAL INC COM CL A
$5K
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$5K
DEODIAGEO PLC SPON ADR NEW
$5K
XETYXEATON VANCE TAX-MANAGED DIVERS COM
$5K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$5K
RLIRLI CORP COM
$5K
PTENPATTERSON-UTI ENERGY INC COM
$5K
XBXMXNUVEEN S&P 500 BUY-WRITE INCOM COM
$5K
AREALEXANDRIA REAL ESTATE EQ INC COM
$5K
FWONALIBERTY MEDIA CORP DEL COM LBTY LIV S C
$5K
CHECHEMED CORP NEW COM
$5K
SOXXISHARES SEMICONDUCTOR ETF
$5K
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF
$5K
OMFONEMAIN HLDGS INC COM
$5K
EXPOEXPONENT INC COM
$5K
SITESITEONE LANDSCAPE SUPPLY INC COM
$5K
ILTBISHARES CORE 10 YEAR USD BOND ETF
$5K
PGXINVESCO PREFERRED ETF
$5K
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