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 |
|---|---|
NVONOVO-NORDISK A S ADR | $21K |
OTISOTIS WORLDWIDE CORP COM | $20K |
LAURLAUREATE EDUCATION INC COMMON STOCK | $20K |
BTOHANCOCK JOHN FINL OPPTYS SH BEN INT NEW | $20K |
XHRXENIA HOTELS & RESORTS INC COM | $20K |
IDRVISHARES SELF-DRIVING EV & TECH ETF | $20K |
DGRSWISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $20K |
SPYSPDR S&P 500 ETF TRUST | $20K |
TTEKTETRA TECH INC NEW COM | $19K |
ETRENTERGY CORP NEW COM | $19K |
UPSTUPSTART HLDGS INC COM | $19K |
CINFCINCINNATI FINL CORP COM | $19K |
NUENUCOR CORP COM | $18K |
KVUEKENVUE INC COM | $18K |
ZBHZIMMER BIOMET HOLDINGS INC COM | $18K |
SWKSTANLEY BLACK & DECKER INC COM | $18K |
HDVISHARES CORE HIGH DIVIDEND ETF | $18K |
LRCXLAM RESEARCH CORP COM NEW | $18K |
UFPIUFP INDUSTRIES INC COM | $18K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $18K |
SILASILA REALTY TRUST INC COMMON STOCK | $17K |
BMVPINVESCO BLOOMBERG MVP MULTI-FACTOR ETF | $17K |
OMEROMEROS CORP COM | $17K |
BAXBAXTER INTL INC COM | $17K |
HBC2HSBC HLDGS PLC SPON ADR NEW | $17K |
RUSHARUSH ENTERPRISES INC CL A | $17K |
DFASDIMENSIONAL U.S. SMALL CAP ETF | $17K |
ACAARCOSA INC COM | $17K |
IBMOISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $16K |
NOWSERVICENOW INC COM | $16K |
IBMPISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $16K |
AALAMERICAN AIRLS GROUP INC COM | $16K |
OHIOMEGA HEALTHCARE INVS INC COM | $16K |
AVEMAVANTIS EMERGING MARKETS EQUITY ETF | $16K |
IBMQISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $16K |
FTDSFIRST TRUST DIVIDEND STRENGTH ETF | $16K |
CMGCHIPOTLE MEXICAN GRILL INC COM | $16K |
GMEGAMESTOP CORP NEW CL A | $16K |
MRVLMARVELL TECHNOLOGY INC COM | $16K |
IHAKISHARES CYBERSECURITY & TECH ETF | $15K |
SFLSFL CORPORATION LTD SHS | $15K |
XLFISTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $15K |
WBDWARNER BROS DISCOVERY INC COM SER A | $15K |
VNQVANGUARD REAL ESTATE ETF | $15K |
EZMWISDOMTREE U.S. MIDCAP FUND | $15K |
PWVINVESCO LARGE CAP VALUE ETF | $15K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $14K |
FTHYFIRST TR HIGH YIELD OPPRT 2027 COM | $14K |
PYPLPAYPAL HLDGS INC COM | $14K |
EESWISDOMTREE U.S. SMALLCAP FUND | $14K |
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $14K |
SPNTSIRIUSPOINT LTD COM | $14K |
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS | $14K |
BBJPJPMORGAN BETABUILDERS JAPAN ETF | $13K |
GSLGLOBAL SHIP LEASE INC NEW COM CL A | $13K |
SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $13K |
METMETLIFE INC COM | $13K |
SOLVSOLVENTUM CORP COM SHS | $13K |
NINISOURCE INC COM | $13K |
VTSVITESSE ENERGY INC COMMON STOCK | $13K |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $13K |
NYTNEW YORK TIMES CO CL A | $13K |
QXOQXO INC COM NEW | $12K |
OTTROTTER TAIL CORP COM | $12K |
KGCKINROSS GOLD CORP COM | $12K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $12K |
CHDCHURCH & DWIGHT CO INC COM | $12K |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $12K |
METVROUNDHILL BALL METAVERSE ETF | $12K |
VRRMVERRA MOBILITY CORP CL A COM STK | $11K |
FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $11K |
ATENA10 NETWORKS INC COM | $11K |
DC4DEXCOM INC COM | $11K |
LZLEGALZOOM COM INC COM | $11K |
GISGENERAL MLS INC COM | $11K |
BXMTBLACKSTONE MTG TR INC COM CL A | $11K |
FIBKFIRST INTST BANCSYSTEM INC COM | $11K |
STLASTELLANTIS N.V SHS | $11K |
ILCGISHARES MORNINGSTAR GROWTH ETF | $11K |
BPBP PLC SPONSORED ADR | $11K |
GRBKGREEN BRICK PARTNERS INC COM | $10K |
SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $10K |
NIONIO INC SPON ADS | $10K |
RFREGIONS FINANCIAL CORP NEW COM | $10K |
IVVISHARES CORE S&P 500 ETF | $10K |
KXIISHARES GLOBAL CONSUMER STAPLES ETF | $9K |
PLOWDOUGLAS DYNAMICS INC COM | $9K |
SOLSSOLSTICE ADVANCED MATLS INC COM SHS | $9K |
PCGPG&E CORP COM | $9K |
BBCAJPMORGAN BETABUILDERS CANADA ETF | $9K |
ETHEGRAYSCALE ETHEREUM STAKING ETF | $9K |
OXYOCCIDENTAL PETE CORP COM | $9K |
WMBWILLIAMS COS INC COM | $9K |
FNDBSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $9K |
KMIKINDER MORGAN INC DEL COM | $9K |
TTDTHE TRADE DESK INC COM CL A | $9K |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $9K |
XTNSTATE STREET SPDR S&P TRANSPORTATION ETF | $9K |
T77LENDINGTREE INC NEW COM | $8K |
EOLSEVOLUS INC COM | $8K |