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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
681
+ 4.83%
$27.01 - $28.54 $18.4K - $19.4K
14.8K $413K
RSG
Republic Services, Inc.

Industrials
71
+ 27.2%
$200.09 - $242.16 $14.2K - $17.2K
332 $80K
AEM
Agnico Eagle Mines LTD

Basic Materials
211
+ 211.0%
$79.66 - $108.41 $16.8K - $22.9K
311 $33K
PRU
Prudential Financial Inc

Financial Services
253
+ 76.9%
$105.04 - $122.33 $26.6K - $30.9K
582 $64K
AFL
Aflac Inc

Financial Services
92
+ 4.91%
$100.99 - $111.19 $9.29K - $10.2K
1.97K $218K
HWM
Howmet Aerospace Inc.

Industrials
188
New
$110.79 - $139.39 $20.8K - $26.2K
188 $24K
PII
Polaris Inc.

Consumer Cyclical
597
New
$40.9 - $58.36 $24.4K - $34.8K
597 $24K
XLU
Utilities Sector Spdr

ETFs
310
New
$74.7 - $80.27 $23.2K - $24.9K
310 $24K
ADI
Analog Devices Inc

Technology
139
+ 35.55%
$201.56 - $243.82 $28K - $33.9K
530 $106K
MGK
Vanguard Mega Cap Growth ETF

ETFs
85
+ 85.0%
$307.43 - $357.48 $26.1K - $30.4K
185 $57K
WPM
Wheaton Precious Metals Corp.

Basic Materials
152
+ 30.28%
$55.75 - $77.63 $8.47K - $11.8K
654 $50K
ATO
Atmos Energy Corp

Utilities
73
+ 10.61%
$136.51 - $154.58 $9.97K - $11.3K
761 $117K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
280
New
$76.77 - $82.22 $21.5K - $23K
280 $22K
JHMM
John Hancock Multifactor Mid C

ETFs
376
New
$55.69 - $63.12 $20.9K - $23.7K
376 $21K
NXPI
Nxp Semiconductors N.V.

Technology
110
New
$189.99 - $245.86 $20.9K - $27K
110 $20K
FISV
Fiserv Inc

Technology
155
+ 19.02%
N/A
970 $121K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
266
New
$73.27 - $96.21 $19.5K - $25.6K
266 $19K
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 43.48%
$308.86 - $455.36 $15.4K - $22.8K
165 $58K
ABR
Arbor Realty Trust Inc

Real Estate
1.61K
New
$11.68 - $13.98 $18.8K - $22.5K
1.61K $18K
AEP
American Electric Power CO Inc

Utilities
80
+ 14.68%
$90.32 - $109.27 $7.23K - $8.74K
625 $68K
NOC
Northrop Grumman Corp

Industrials
29
+ 58.0%
$433.45 - $513.82 $12.6K - $14.9K
79 $40K
GD
General Dynamics Corp

Industrials
44
+ 9.87%
$241.94 - $272.58 $10.6K - $12K
490 $133K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
154
New
$95.85 - $99.25 $14.8K - $15.3K
154 $15K
VO
Vanguard Mid Cap ETF

ETFs
121
+ 4.07%
$251.87 - $277.95 $30.5K - $33.6K
3.09K $799K
DFAS
Dimensional ETF Tr U S Small C

ETFs
251
New
$58.81 - $68.2 $14.8K - $17.1K
251 $14K
DFUS
Dimensional ETF Tr U S Equity

ETFs
270
+ 30.37%
$59.61 - $66.71 $16.1K - $18K
1.16K $70K
LIT
Global X Fds Global X Lithium

ETFs
370
New
$38.8 - $42.84 $14.4K - $15.9K
370 $14K
HII
Huntington Ingalls Industries, Inc.

Industrials
66
New
$159.75 - $208.61 $10.5K - $13.8K
66 $13K
BAC
Bank Of America Corp

Financial Services
608
+ 10.17%
$39.61 - $47.74 $24.1K - $29K
6.59K $274K
DFIV
Dimensional ETF Tr

ETFs
315
New
$35.33 - $40.77 $11.1K - $12.8K
315 $12K
VTWO
Vanguard Russell 2000 ETF

ETFs
149
+ 496.67%
$80.08 - $92.93 $11.9K - $13.8K
179 $14K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
173
New
$65.44 - $70.64 $11.3K - $12.2K
173 $11K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
134
+ 15.16%
$108.02 - $120.45 $14.5K - $16.1K
1.02K $112K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
332
+ 80.78%
$37.84 - $44.02 $12.6K - $14.6K
743 $28K
GL
Globe Life Inc.

Financial Services
1
+ 0.19%
$111.2 - $131.72 $111 - $132
528 $69K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
166
New
$61.55 - $71.27 $10.2K - $11.8K
166 $10K
RGLD
Royal Gold Inc

Basic Materials
66
New
$132.55 - $163.51 $8.75K - $10.8K
66 $10K
LOB
Live Oak Bancshares, Inc.

Financial Services
400
New
$26.57 - $41.33 $10.6K - $16.5K
400 $10K
COP
Conocophillips

Energy
6
+ 0.38%
$88.6 - $105.85 $532 - $635
1.57K $165K
PAA
Plains All American Pipeline LP

Energy
514
New
$17.32 - $20.96 $8.9K - $10.8K
514 $10K
MS
Morgan Stanley

Financial Services
128
+ 20.48%
$111.68 - $141.08 $14.3K - $18.1K
753 $87K
PDP
Invesco Exchange Traded Fd Tr

ETFs
96
New
$96.95 - $116.13 $9.31K - $11.1K
96 $9K
NEM
Newmont Corp

Basic Materials
187
+ 467.5%
$37.79 - $48.39 $7.07K - $9.05K
227 $10K
LMT
Lockheed Martin Corp

Industrials
25
+ 43.86%
$423.19 - $506.29 $10.6K - $12.7K
82 $36K
CI
Cigna Corp

Healthcare
10
+ 9.01%
$274.49 - $329.0 $2.74K - $3.29K
121 $39K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
78
New
$107.24 - $116.37 $8.36K - $9.08K
78 $9K
BITO
Proshares Tr Bitcoin Strategy

ETFs
488
New
$17.57 - $25.81 $8.57K - $12.6K
488 $8K
IXUS
Ishares Tr

ETFs
119
New
$65.06 - $72.31 $7.74K - $8.6K
119 $8K
DFS
Discover Financial Services

Financial Services
50
New
$152.99 - $203.25 $7.65K - $10.2K
50 $8K
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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