Plante Moran Financial Advisors, LLC Purchases in Q2 2025

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
175
+ 22.94%
$136.59 - $217.51 $23.9K - $38.1K
938 $196K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
561
New
$91.51 - $113.03 $51.3K - $63.4K
561 $63K
HD
Home Depot, Inc.

Consumer Cyclical
169
+ 4.74%
$335.24 - $380.78 $56.7K - $64.4K
3.73K $1.37M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
358
+ 11.1%
$114.78 - $133.31 $41.1K - $47.7K
3.58K $477K
APH
Amphenol Corp

Technology
441
+ 83.21%
$59.09 - $98.75 $26.1K - $43.5K
971 $95K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
210
+ 396.23%
$201.28 - $266.34 $42.3K - $55.9K
263 $70K
WMT
Walmart Inc.

Consumer Defensive
82
+ 1.65%
$81.79 - $99.98 $6.71K - $8.2K
5.06K $495K
DFAT
Dimensional ETF Tr U S Target

ETFs
311
+ 2.22%
$44.8 - $53.97 $13.9K - $16.8K
14.3K $774K
QCOM
Qualcomm Inc

Technology
229
+ 10.05%
$124.66 - $159.48 $28.5K - $36.5K
2.51K $399K
MRK
Merck & Co., Inc.

Healthcare
917
+ 43.25%
$73.47 - $87.12 $67.4K - $79.9K
3.04K $240K
BMY
Bristol Myers Squibb CO

Healthcare
1.4K
+ 124.87%
$44.12 - $59.6 $61.8K - $83.5K
2.52K $116K
AVUS
American Centy ETF Tr Avantis

ETFs
474
New
$81.38 - $100.82 $38.6K - $47.8K
474 $47K
WDC
Western Digital Corp

Technology
686
+ 1225.0%
$30.54 - $63.99 $21K - $43.9K
742 $47K
HSY
Hershey CO

Consumer Defensive
259
+ 190.44%
$151.29 - $173.13 $39.2K - $44.8K
395 $65K
SHW
Sherwin Williams CO

Basic Materials
123
New
$313.51 - $363.51 $38.6K - $44.7K
123 $42K
WFC
Wells Fargo & Company

Financial Services
12
+ 0.25%
$60.98 - $80.12 $732 - $961
4.88K $390K
ACN
Accenture PLC

Technology
160
+ 28.52%
$279.23 - $323.21 $44.7K - $51.7K
721 $215K
SHOP
Shopify Inc.

Technology
132
+ 11.38%
$76.89 - $115.35 $10.1K - $15.2K
1.29K $149K
JCI
Johnson Controls International PLC

Industrials
348
+ 632.73%
$71.14 - $105.62 $24.8K - $36.8K
403 $42K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
494
New
$75.05 - $77.34 $37.1K - $38.2K
494 $38K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
108
+ 7.34%
$60.61 - $87.72 $6.55K - $9.47K
1.58K $133K
PGR
Progressive Corp

Financial Services
150
+ 78.53%
$255.27 - $288.74 $38.3K - $43.3K
341 $90K
ROST
Ross Stores, Inc.

Consumer Cyclical
287
+ 2870.0%
$126.62 - $154.26 $36.3K - $44.3K
297 $37K
UMBF
Umb Financial Corp

Financial Services
346
New
$86.4 - $107.99 $29.9K - $37.4K
346 $36K
EFG
Msci Eafe Growth ETF

ETFs
128
+ 7.42%
$89.8 - $112.0 $11.5K - $14.3K
1.85K $207K
AEM
Agnico Eagle Mines LTD

Basic Materials
262
+ 84.24%
$99.48 - $124.46 $26.1K - $32.6K
573 $68K
EFV
Msci Eafe Value ETF

ETFs
182
+ 3.56%
$52.4 - $64.65 $9.54K - $11.8K
5.29K $335K
GS
Goldman Sachs Group Inc

Financial Services
37
+ 80.43%
$462.22 - $707.75 $17.1K - $26.2K
83 $58K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
37
+ 0.26%
$19.1 - $23.83 $707 - $882
14.1K $336K
DHR
Danaher Corp

Healthcare
271
+ 9.61%
$174.64 - $205.16 $47.3K - $55.6K
3.09K $610K
FDX
Fedex Corp

Industrials
150
+ 180.72%
$198.07 - $245.17 $29.7K - $36.8K
233 $52K
LMT
Lockheed Martin Corp

Industrials
61
+ 74.39%
$430.82 - $486.45 $26.3K - $29.7K
143 $66K
ICE
Intercontinental Exchange, Inc.

Financial Services
164
+ 1640.0%
$151.62 - $183.47 $24.9K - $30.1K
174 $31K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
220
+ 6.71%
$121.58 - $136.74 $26.7K - $30.1K
3.5K $475K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
94
+ 3.28%
$73.02 - $90.22 $6.86K - $8.48K
2.96K $264K
SCHA
Schwab Strategic Tr Us Small C

ETFs
888
+ 21.01%
$20.42 - $25.3 $18.1K - $22.5K
5.11K $129K
EDV
Vanguard Extended Duration Tre

ETFs
448
New
$62.83 - $72.45 $28.1K - $32.5K
448 $30K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
343
+ 36.14%
$50.08 - $63.14 $17.2K - $21.7K
1.29K $81K
PLTR
Palantir Technologies Inc.

Technology
13
+ 2.53%
$74.01 - $144.25 $962 - $1.88K
527 $71K
VIS
Vanguard Industrial ETF

ETFs
100
New
$220.04 - $280.07 $22K - $28K
100 $28K
UNP
Union Pacific Corp

Industrials
158
+ 11.42%
$208.27 - $238.46 $32.9K - $37.7K
1.54K $354K
INTU
Intuit Inc

Technology
2
+ 1.32%
$544.07 - $787.63 $1.09K - $1.58K
154 $121K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.36K
New
$11.34 - $12.35 $26.7K - $29.1K
2.36K $28K
LNT
Alliant Energy Corp

Utilities
455
New
$58.79 - $64.85 $26.7K - $29.5K
455 $27K
MFC
Manulife Financial Corp

Financial Services
662
+ 9.94%
$26.93 - $32.44 $17.8K - $21.5K
7.32K $234K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
132
+ 12.97%
$97.68 - $121.38 $12.9K - $16K
1.15K $139K
WELL
Welltower Inc.

Real Estate
170
+ 1545.45%
$136.49 - $155.22 $23.2K - $26.4K
181 $27K
CARR
Carrier Global Corp

Industrials
275
+ 54.67%
$55.55 - $75.83 $15.3K - $20.9K
778 $56K
RACE
Ferrari N.V.

Consumer Cyclical
48
+ 218.18%
$397.86 - $499.02 $19.1K - $24K
70 $34K
Activity Summary
Buys All Purchases 266 New Holdings 84 Increased Positions 182 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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