Plante Moran Financial Advisors, LLC Purchases in Q1 2025

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
126K
+ 23.02%
$170.36 - $201.04 $21.4M - $25.2M
671K $116M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
34.9K
+ 27.78%
$25.58 - $29.24 $893K - $1.02M
161K $4.21M
XPO
Xpo Logistics, Inc.

Industrials
2.55K
+ 3547.22%
$106.12 - $148.16 $271K - $378K
2.63K $282K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.47K
+ 3672.5%
$169.43 - $182.84 $249K - $269K
1.51K $261K
VTI
Vanguard Total Stock Market Et

ETFs
1.74K
+ 10.12%
$271.18 - $303.12 $470K - $526K
18.9K $5.19M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
650
+ 102.36%
$233.07 - $290.7 $151K - $189K
1.29K $346K
VTV
Vanguard Value ETF

ETFs
904
+ 15.01%
$167.73 - $179.21 $152K - $162K
6.93K $1.2M
NFLX
Netflix Inc

Communication Services
173
+ 77.58%
$828.4 - $1058.6 $143K - $183K
396 $369K
GE
General Electric CO

Industrials
672
+ 69.14%
$168.59 - $212.13 $113K - $143K
1.64K $329K
COST
Costco Wholesale Corp

Consumer Defensive
108
+ 8.78%
$890.62 - $1076.86 $96.2K - $116K
1.34K $1.27M
BSX
Boston Scientific Corp

Healthcare
1.33K
New
$89.38 - $106.18 $119K - $142K
1.33K $134K
KO
Coca Cola CO

Consumer Defensive
1.04K
+ 22.43%
$60.81 - $72.32 $63K - $74.9K
5.65K $404K
ACN
Accenture PLC

Technology
331
+ 143.91%
$300.91 - $398.25 $99.6K - $132K
561 $175K
OKE
Oneok Inc

Energy
920
+ 46.42%
$89.57 - $109.85 $82.4K - $101K
2.9K $287K
TMUS
T Mobile Us, Inc.

Communication Services
260
+ 64.04%
$211.3 - $272.83 $54.9K - $70.9K
666 $177K
F
Ford Motor CO

Consumer Cyclical
8.21K
+ 37.49%
$9.12 - $10.43 $74.9K - $85.7K
30.1K $302K
AXON
Axon Enterprise, Inc.

Industrials
185
+ 77.08%
$496.65 - $710.01 $91.9K - $131K
425 $223K
DAL
Delta Air Lines, Inc.

Industrials
2.89K
+ 101.76%
$43.6 - $69.06 $126K - $200K
5.73K $250K
URI
United Rentals, Inc.

Industrials
120
New
$594.17 - $789.56 $71.3K - $94.7K
120 $75K
PANW
Palo Alto Networks Inc

Technology
450
+ 104.17%
$167.82 - $208.28 $75.5K - $93.7K
882 $150K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.86K
+ 37.71%
$21.23 - $23.75 $81.9K - $91.6K
14.1K $303K
IAU
Ishares Gold Trust

ETFs
34
+ 0.48%
$49.74 - $58.96 $1.69K - $2K
7.07K $416K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
45
New
$1187.71 - $1432.58 $53.4K - $64.5K
45 $64K
ISRG
Intuitive Surgical Inc

Healthcare
145
+ 42.65%
$476.63 - $610.45 $69.1K - $88.5K
485 $240K
CSCO
Cisco Systems, Inc.

Technology
707
+ 9.83%
$58.74 - $64.87 $41.5K - $45.9K
7.9K $487K
RTX
Raytheon Technologies Corp

Industrials
82
+ 2.71%
$114.1 - $135.66 $9.36K - $11.1K
3.11K $412K
MCK
Mckesson Corp

Healthcare
64
+ 37.65%
$566.21 - $672.99 $36.2K - $43.1K
234 $157K
MTB
M&T Bank Corp

Financial Services
320
+ 103.23%
$170.47 - $201.98 $54.6K - $64.6K
630 $112K
ALL
Allstate Corp

Financial Services
185
+ 18.12%
$180.99 - $210.18 $33.5K - $38.9K
1.21K $249K
RJF
Raymond James Financial Inc

Financial Services
375
New
$137.62 - $172.64 $51.6K - $64.7K
375 $52K
FCNCA
First Citizens Bancshares Inc

Financial Services
26
New
$1728.36 - $2231.14 $44.9K - $58K
26 $48K
DUOL
Duolingo, Inc.

Technology
155
New
$272.49 - $441.39 $42.2K - $68.4K
155 $48K
IRM
Iron Mountain Inc

Real Estate
555
New
$82.79 - $111.31 $45.9K - $61.8K
555 $47K
NVR
Nvr Inc

Consumer Cyclical
6
New
$7062.02 - $8382.63 $42.4K - $50.3K
6 $43K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1K
+ 13.48%
$64.88 - $72.1 $64.9K - $72.1K
8.42K $553K
WMT
Walmart Inc.

Consumer Defensive
600
+ 13.69%
$84.5 - $105.05 $50.7K - $63K
4.98K $437K
SPOT
Spotify Technology S.A.

Communication Services
75
New
$457.79 - $648.32 $34.3K - $48.6K
75 $41K
AER
Aer Cap Holdings N.V.

Industrials
378
New
$94.11 - $105.78 $35.6K - $40K
378 $38K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
802
+ 4.59%
$39.96 - $43.3 $32K - $34.7K
18.3K $753K
ARES
Ares Management Corp

Financial Services
325
+ 92.86%
$140.19 - $198.28 $45.6K - $64.4K
675 $98K
SBUX
Starbucks Corp

Consumer Cyclical
275
+ 19.7%
$91.75 - $115.81 $25.2K - $31.8K
1.67K $163K
EQT
Eqt Corp

Energy
602
+ 113.16%
$46.16 - $54.25 $27.8K - $32.7K
1.13K $60K
VST
Vistra Corp.

Utilities
300
New
$108.49 - $191.89 $32.5K - $57.6K
300 $35K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
456
+ 32.57%
$58.01 - $64.46 $26.5K - $29.4K
1.86K $115K
TY
Tri Continental Corp

Financial Services
1.11K
New
$30.4 - $32.91 $33.6K - $36.4K
1.11K $33K
IWD
Ishares Russell 1000 Val ETF

ETFs
79
+ 1.56%
$182.82 - $196.21 $14.4K - $15.5K
5.15K $968K
DE
Deere & CO

Industrials
4
+ 0.66%
$408.57 - $509.27 $1.63K - $2.04K
608 $285K
TW
Tradeweb Markets Inc.

Financial Services
200
New
$123.42 - $148.46 $24.7K - $29.7K
200 $29K
VRT
Vertiv Holdings CO

Industrials
335
New
N/A
335 $29K
Activity Summary
Buys All Purchases 214 New Holdings 95 Increased Positions 119 Sells All Sells 229 Reductions 224 Sold out 5 Options Calls 0 Puts 0
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