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
METV
Listed Fds Tr Roundhill Ball M

ETFs
647
New
$13.49 - $15.51 $8.73K - $10K
647 $8K
FNDB
Schwab Fundamental U S Broad M

ETFs
387
New
$22.52 - $24.48 $8.72K - $9.47K
387 $8K
QCOM
Qualcomm Inc

Technology
50
+ 2.24%
$151.94 - $175.86 $7.6K - $8.79K
2.28K $349K
W
Wayfair Inc.

Consumer Cyclical
232
New
$30.07 - $50.1 $6.98K - $11.6K
232 $7K
HSY
Hershey CO

Consumer Defensive
41
+ 43.16%
$144.74 - $186.36 $5.93K - $7.64K
136 $23K
SA
Seabridge Gold Inc

Basic Materials
634
+ 1713.51%
$10.47 - $13.33 $6.64K - $8.45K
671 $7K
RIO
Rio Tinto PLC

Basic Materials
125
New
$58.19 - $64.29 $7.27K - $8.04K
125 $7K
TTWO
Take Two Interactive Software Inc

Communication Services
36
New
$178.61 - $217.95 $6.43K - $7.85K
36 $7K
BFLY
Butterfly Network, Inc.

Healthcare
3K
New
$2.28 - $4.82 $6.84K - $14.5K
3K $6K
CHRD
Oasis Petroleum Inc.

Energy
51
+ 34.0%
$101.34 - $127.78 $5.17K - $6.52K
201 $22K
ET
Energy Transfer LP

Energy
500
+ 11.99%
$17.26 - $21.08 $8.63K - $10.5K
4.67K $86K
SM
Sm Energy CO

Energy
183
New
$27.15 - $44.69 $4.97K - $8.18K
183 $5K
IVE
Ishares S&P 500 Value ETF

ETFs
33
+ 0.76%
$185.78 - $198.58 $6.13K - $6.55K
4.38K $835K
KGC
Kinross Gold Corp

Basic Materials
450
New
$9.69 - $12.61 $4.36K - $5.67K
450 $5K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
242
New
$22.25 - $23.0 $5.38K - $5.57K
242 $5K
TSN
Tyson Foods, Inc.

Consumer Defensive
6
+ 0.78%
$54.27 - $63.81 $326 - $383
777 $49K
FE
Firstenergy Corp

Utilities
98
+ 94.23%
$37.95 - $43.5 $3.72K - $4.26K
202 $8K
MPC
Marathon Petroleum Corp

Energy
14
+ 3.25%
$134.72 - $159.03 $1.89K - $2.23K
445 $64K
IDEV
Ishares Core Msci Intl Develop

ETFs
65
New
$63.77 - $71.36 $4.15K - $4.64K
65 $4K
HQY
Healthequity, Inc.

Healthcare
50
New
$84.32 - $114.51 $4.22K - $5.73K
50 $4K
MGV
Vanguard Mega Cap Value

ETFs
31
New
$123.61 - $133.01 $3.83K - $4.12K
31 $3K
CGDV
Capital Group Divid Value ETF

ETFs
105
New
$34.95 - $37.36 $3.67K - $3.92K
105 $3K
EBAY
Ebay Inc

Consumer Cyclical
58
New
$61.61 - $70.93 $3.57K - $4.11K
58 $3K
PLD
Prologis, Inc.

Real Estate
12
+ 3.68%
$103.59 - $124.04 $1.24K - $1.49K
338 $37K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
3.34K
+ 300.9%
$1.14 - $2.1 $3.81K - $7.01K
4.45K $5K
ODC
Oil Dri Corp Of America

Basic Materials
654
+ 100.0%
$41.1 - $87.55 $26.9K - $57.3K
1.31K $60K
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
+ 7.08%
$497.6 - $606.74 $3.98K - $4.85K
121 $60K
VONG
Vanguard Russell 1000 Growth E

ETFs
30
+ 88.24%
$92.71 - $107.38 $2.78K - $3.22K
64 $5K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
16
+ 12.7%
$196.12 - $229.48 $3.14K - $3.67K
142 $28K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
88
New
$29.72 - $31.94 $2.62K - $2.81K
88 $2K
CGUS
Capital Group Core Equity ETF
80
New
$33.08 - $36.62 $2.65K - $2.93K
80 $2K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
68
New
$39.97 - $48.7 $2.72K - $3.31K
68 $2K
RACE
Ferrari N.V.

Consumer Cyclical
3
+ 15.79%
$413.73 - $508.15 $1.24K - $1.52K
22 $9K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
7
+ 15.22%
$221.78 - $273.45 $1.55K - $1.91K
53 $12K
ROST
Ross Stores, Inc.

Consumer Cyclical
10
New
$123.3 - $154.95 $1.23K - $1.55K
10 $1K
SLB
Schlumberger Limited

Energy
12
+ 6.32%
$38.4 - $43.74 $461 - $525
202 $8K
HYD
Vaneck High Yield Muni ETF

ETFs
21
New
$50.79 - $52.53 $1.07K - $1.1K
21 $1K
BA
Boeing CO

Industrials
30
+ 4.09%
$148.15 - $186.25 $4.44K - $5.59K
763 $130K
DELL
Dell Technologies Inc.

Technology
35
+ 35.35%
$90.34 - $124.66 $3.16K - $4.36K
134 $12K
WDC
Western Digital Corp

Technology
23
+ 69.7%
$40.43 - $72.03 $930 - $1.66K
56 $2K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
8
New
$161.27 - $192.3 $1.29K - $1.54K
8 $1K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17
+ 51.52%
$44.68 - $46.49 $760 - $790
50 $2K
ABC
Amerisourcebergen Corp

Healthcare
4
New
N/A
4 $0
SCHY
Schwab Strategic Tr Intl Divid

ETFs
0
New
$22.91 - $25.71 $0 - $0
0 $0
EWC
Ishares Msci Canada ETF

ETFs
11
New
$39.3 - $42.52 $432 - $468
11 $0
Lam Research Corp Com New
0
New
N/A
0 $0
ECC
Eagle Point Credit CO Inc.

Financial Services
41
+ 4.98%
$7.7 - $9.14 $316 - $375
865 $7K
SPIB
Spdr Portfolio Intermediate Te

ETFs
11
New
$32.5 - $33.3 $358 - $366
11 $0
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3
New
$110.75 - $119.78 $332 - $359
3 $0
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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