Plante Moran Financial Advisors, LLC Portfolio Holdings

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025

Plante Moran Financial Advisors, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.42 Billion distributed in 772 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $802M, Vanguard Extended Market ETF with a value of $136M, Vanguard Ftse Developed Market with a value of $111M, Vanguard Large Cap ETF with a value of $94M, and Ishares National Muni Bond ETF with a value of $27.3M.

Examining the 13F form we can see an increase of $262M in the current position value, from $1.16B to 1.42B.

Below you can find more details about Plante Moran Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.42 Billion
ETFs: $1.31 Billion
Technology: $33.1 Million
Financial Services: $20.7 Million
Consumer Cyclical: $13.2 Million
Healthcare: $11.1 Million
Consumer Defensive: $9.9 Million
Communication Services: $8.7 Million
Industrials: $6.98 Million
Other: $8.75 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$802 Million 56.45% of portfolio
1,412,471
Q2 2025 Added 9.43%
$0
$136 Million 9.6% of portfolio
707,882
Q2 2025 Added 5.5%
$0
$111 Million 7.8% of portfolio
1,944,613
Q2 2025 Added 9.12%
$0
$94 Million 6.61% of portfolio
329,513
Q2 2025 Added 113.45%
$0
$27.3 Million 1.92% of portfolio
261,003
Q2 2025 Reduced 11.02%
$0
$22.4 Million 1.58% of portfolio
115,003
Q2 2025 Added 49.07%
$0
$17.6 Million 1.24% of portfolio
28,507
Q2 2025 Reduced 0.67%
$0
$17.6 Million 1.24% of portfolio
626,183
Q2 2025 Added 289.9%
$0
$14 Million 0.99% of portfolio
346,673
Q2 2025 Added 2.72%
$3.69T
$12.7 Million 0.89% of portfolio
61,792
Q2 2025 Reduced 25.57%
$3.95T
$10.1 Million 0.71% of portfolio
20,253
Q2 2025 Reduced 6.34%
$0
$7.68 Million 0.54% of portfolio
12,366
Q2 2025 Added 16.01%
$0
$5.92 Million 0.42% of portfolio
19,481
Q2 2025 Added 3.19%
$2.26T
$5.26 Million 0.37% of portfolio
23,992
Q2 2025 Reduced 0.87%
$621B
$4.74 Million 0.33% of portfolio
9,755
Q2 2025 Reduced 20.09%
$0
$4.49 Million 0.32% of portfolio
10,253
Q2 2025 Added 4.83%
$202B
$3.6 Million 0.25% of portfolio
27,288
Q2 2025 Added 1.19%
$142B
$3.28 Million 0.23% of portfolio
8,300
Q2 2025 Added 34.59%
$1.21T
$2.95 Million 0.21% of portfolio
16,748
Q2 2025 Reduced 6.26%
$7.33B
$2.79 Million 0.2% of portfolio
44,900
Q2 2025 New
$456B
$2.39 Million 0.17% of portfolio
15,154
Q2 2025 Reduced 20.04%
$0
$2.33 Million 0.16% of portfolio
5,477
Q2 2025 Reduced 10.78%
$0
$2.18 Million 0.15% of portfolio
3,954
Q2 2025 Reduced 2.1%
$1.24T
$2.2 Million 0.15% of portfolio
12,406
Q2 2025 Reduced 6.78%
$0
$1.93 Million 0.14% of portfolio
6,787
Q2 2025 Added 288.05%
$368B
$1.76 Million 0.12% of portfolio
11,052
Q2 2025 Reduced 17.59%
$1.78T
$1.65 Million 0.12% of portfolio
2,238
Q2 2025 Reduced 14.78%
$452B
$1.52 Million 0.11% of portfolio
9,947
Q2 2025 Reduced 16.02%
$439B
$1.5 Million 0.11% of portfolio
1,514
Q2 2025 Added 13.15%
$27.1B
$1.54 Million 0.11% of portfolio
11,639
Q2 2025 Reduced 7.13%
$684B
$1.5 Million 0.11% of portfolio
6,881
Q2 2025 Reduced 9.57%
$405B
$1.37 Million 0.1% of portfolio
3,734
Q2 2025 Added 4.74%
$0
$1.47 Million 0.1% of portfolio
16,490
Q2 2025 Added 8.62%
$0
$1.35 Million 0.1% of portfolio
16,328
Q2 2025 Added 93.74%
$608B
$1.37 Million 0.1% of portfolio
1,756
Q2 2025 Added 27.62%
$0
$1.38 Million 0.1% of portfolio
7,830
Q2 2025 Added 13.05%
$442B
$1.31 Million 0.09% of portfolio
12,133
Q2 2025 Added 9.2%
$222B
$1.3 Million 0.09% of portfolio
4,442
Q2 2025 Added 24.5%
$0
$1.24 Million 0.09% of portfolio
29,452
Q2 2025 Reduced 1.95%
$0
$1.11 Million 0.08% of portfolio
4,678
Q2 2025 Added 51.98%
$0
$1.17 Million 0.08% of portfolio
4,607
Q2 2025 Added 1.65%
$0
$1.15 Million 0.08% of portfolio
4,168
Q2 2025 Reduced 4.16%
$551B
$1.07 Million 0.08% of portfolio
3,006
Q2 2025 Reduced 2.53%
$0
$1.09 Million 0.08% of portfolio
1,644
Q2 2025 Reduced 0.12%
$0
$1.18 Million 0.08% of portfolio
4,206
Q2 2025 Added 36.07%
$0
$926,000 0.07% of portfolio
8,480
Q2 2025 Added 17.11%
$0
$924,000 0.07% of portfolio
9,695
Q1 2025 Reduced 1.94%
$0
$1 Million 0.07% of portfolio
7,439
Q2 2025 Added 1.51%
$0
$875,000 0.06% of portfolio
4,510
Q2 2025 Reduced 12.38%

Summary

  • Portfolio
  • No. of Stocks 772
  • Current Value $1.42 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 84 stocks
  • Additional Purchases 182 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email