Plante Moran Financial Advisors, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$1.6M
Holdings
811
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (811 positions)
| Stock | Value |
|---|---|
CITHE CIGNA GROUP COM | $48K |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $48K |
ARKKARK INNOVATION ETF | $48K |
FTSLFIRST TRUST SENIOR LOAN FUND | $48K |
DALDELTA AIR LINES INC DEL COM NEW | $48K |
TPDSOMNIGROUP INTERNATIONAL INC COM | $47K |
MGKVANGUARD MEGA CAP GROWTH ETF | $47K |
MASMASCO CORP COM | $47K |
GUNRFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $47K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $47K |
FISVFISERV INC COM | $46K |
FBNCFIRST BANCORP N C COM | $45K |
SLYGSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $45K |
CITCINTAS CORP COM | $45K |
OREALTY INCOME CORP COM | $45K |
STLDSTEEL DYNAMICS INC COM | $44K |
TROWPRICE T ROWE GROUP INC COM | $43K |
XETYXEATON VANCE TAX-MANAGED DIVERS COM | $43K |
XSDSTATE STREET SPDR S&P SEMICONDUCTOR ETF | $41K |
MCXMCCORMICK & CO INC COM NON VTG | $41K |
LULULULULEMON ATHLETICA INC COM | $41K |
CPRTCOPART INC COM | $41K |
NRANRG ENERGY INC COM NEW | $41K |
XLBSTATE STREET MATERIALS SELECT SECTOR SPDR ETF | $40K |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $40K |
NSCNORFOLK SOUTHN CORP COM | $39K |
ICFISHARES SELECT U.S. REIT ETF | $39K |
DOWDOW INC COM | $39K |
VCTRVICTORY CAP HLDGS INC COM CL A | $39K |
AEEAMEREN CORP COM | $39K |
VMCVULCAN MATLS CO COM | $39K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $38K |
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $38K |
PIIPOLARIS INC COM | $37K |
WEXWEX INC COM | $37K |
OUNZVANECK MERK GOLD ETF | $37K |
FMAYFT VEST U.S. EQUITY BUFFER FUND - MAY | $35K |
CPBTHE CAMPBELLS COMPANY COM | $34K |
DCHAMERICAN AXLE & MFG HLDGS INC COM | $34K |
UYGPROSHARES ULTRA FINANCIALS | $34K |
IVOGVANGUARD S&P MID-CAP 400 GROWTH ETF | $34K |
IVTINVENTRUST PPTYS CORP COM NEW | $33K |
CARRCARRIER GLOBAL CORPORATION COM | $33K |
HBNCHORIZON BANCORP INC COM | $33K |
ZTSZOETIS INC CL A | $33K |
APDAIR PRODS & CHEMS INC COM | $33K |
TRMBTRIMBLE INC COM | $32K |
TMCTMC THE METALS COMPANY INC COM | $32K |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $32K |
PGRPROGRESSIVE CORP COM | $32K |
SGOLABRDN PHYSICAL GOLD SHARES ETF | $31K |
TTETOTALENERGIES SE ACT | $31K |
FQALFIDELITY QUALITY FACTOR ETF | $30K |
JQUAJPMORGAN U.S. QUALITY FACTOR ETF | $30K |
KRGKITE RLTY GROUP TR COM NEW | $30K |
IQLTISHARES MSCI INTL QUALITY FACTOR ETF | $30K |
LUVSOUTHWEST AIRLS CO COM | $30K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $30K |
BCPCBALCHEM CORP COM | $30K |
EQTEQT CORP COM | $28K |
NXQUANEX BLDG PRODS CORP COM | $28K |
PAYXPAYCHEX INC COM | $28K |
IVOOVANGUARD S&P MID-CAP 400 ETF | $28K |
DDOMINION ENERGY INC COM | $28K |
AWCAMERICAN WTR WKS CO INC NEW COM | $27K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $27K |
CDWCDW CORP COM | $27K |
DOCHEALTHPEAK PROPERTIES INC COM | $27K |
WECWEC ENERGY GROUP INC COM | $26K |
THGHANOVER INS GROUP INC COM | $26K |
AMTAMERICAN TOWER CORP NEW COM | $26K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $25K |
IUSVISHARES CORE S&P US VALUE ETF | $25K |
HIGHARTFORD INSURANCE GROUP INC COM | $25K |
VIOOVANGUARD S&P SMALL-CAP 600 ETF | $25K |
EEMISHARES MSCI EMERGING MARKETS ETF | $25K |
MOALTRIA GROUP INC COM | $25K |
IBCPINDEPENDENT BK CORP MICH COM NEW | $25K |
RPMRPM INTL INC COM | $24K |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $24K |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $24K |
CNPCENTERPOINT ENERGY INC COM | $24K |
CLXCLOROX CO DEL COM | $24K |
RBLXROBLOX CORP CL A | $24K |
PDXPIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | $24K |
SNEXSTONEX GROUP INC COM | $24K |
MIDDMIDDLEBY CORP COM | $24K |
CHKPCHECK POINT SOFTWARE TECH LTD ORD | $24K |
YTRAYATRA ONLINE INC ORD SHS | $24K |
USBUS BANCORP DEL COM NEW | $23K |
LUMNLUMEN TECHNOLOGIES INC COM | $23K |
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $23K |
RDNTRADNET INC COM | $22K |
TRVCCITIGROUP INC COM NEW | $22K |
KLMNINVESCO S&P 500 MOMENTUM ETF | $22K |
ALLYALLY FINL INC COM | $22K |
HAMHARMONY GOLD MINING CO LTD SPONSORED ADR | $22K |
ABSIABSCI CORPORATION COM | $21K |
MTHMERITAGE HOMES CORP COM | $21K |
AGQPROSHARES ULTRA SILVER | $21K |