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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
20
+ 4.06%
$35.35 - $42.68 $707 - $854
513 $21K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
45
+ 14.95%
$7.6 - $8.89 $342 - $400
346 $3K
ENZL
Ishares Tr Msci New Zealand Et

ETFs
0
New
$39.39 - $46.07 $0 - $0
0 $0
O
Realty Income Corp

Real Estate
8
+ 1.0%
$52.27 - $58.52 $418 - $468
808 $46K
DPZ
Dominos Pizza Inc

Consumer Cyclical
0
New
$430.72 - $497.52 $0 - $0
0 $0
ROP
Roper Technologies Inc

Industrials
2
+ 4.88%
$519.19 - $590.78 $1.04K - $1.18K
43 $24K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3
New
$102.02 - $103.5 $306 - $311
3 $0
Kenvue Inc Com
99
+ 5.42%
N/A
1.93K $0
PLUG
Plug Power Inc

Industrials
260
New
$0.7 - $1.49 $182 - $387
260 $0
MRNA
Moderna, Inc.

Healthcare
2
+ 20.0%
$23.65 - $28.54 $47.3 - $57.1
12 $0
NCR
Ncr Corp

Technology
9
+ 21.43%
N/A
51 $0
Linde PLC Shs
2
+ 8.0%
N/A
27 $0
CLF
Cleveland Cliffs Inc.

Basic Materials
25
New
$5.83 - $8.88 $146 - $222
25 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
4
New
$146.74 - $176.07 $587 - $704
4 $0
OXY
Occidental Petroleum Corp

Energy
24
+ 12.0%
$36.11 - $49.33 $867 - $1.18K
224 $9K
FTV
Fortive Corp

Technology
18
New
$52.13 - $74.29 $938 - $1.34K
18 $0
Annaly Capital Management Inc Com New
42
New
N/A
42 $0
IXJ
Ishares Global Healthcare ETF

ETFs
5
New
$82.3 - $90.02 $412 - $450
5 $0
EEMX
Spdr Idx Shs Fds Msci Emerging
43
New
N/A
43 $0
Blackrock Inc Com
36
+ 39.56%
N/A
127 $0
SPMD
Spdr Portfolio

ETFs
6
New
$44.89 - $54.38 $269 - $326
6 $0
SCCO
Southern Copper Corp

Basic Materials
2
New
$75.63 - $104.64 $151 - $209
2 $0
EXC
Exelon Corp

Utilities
34
+ 5.76%
$42.2 - $47.37 $1.43K - $1.61K
624 $27K
NIO
Nio Inc.

Consumer Cyclical
100
+ 5.0%
$3.14 - $4.31 $314 - $431
2.1K $7K
ON
On Semiconductor Corp

Technology
13
New
$31.95 - $54.21 $415 - $705
13 $0
MU
Micron Technology Inc

Technology
7
New
$64.72 - $127.91 $453 - $895
7 $0
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3
New
$99.1 - $99.49 $297 - $298
3 $0
WULF
Terawulf Inc.

Financial Services
50
New
$2.24 - $4.53 $112 - $227
50 $0
Ge Vernova Inc Com
1
+ 0.36%
N/A
280 $0
SOUN
Soundhound Ai, Inc.

Technology
40
New
$7.18 - $11.76 $287 - $470
40 $0
MPTI
M Tron Industries, Inc.

Technology
10
New
$38.49 - $59.64 $385 - $596
10 $0
Fidelity Wise Origin Bitcoin Fund
468
+ 22.8%
N/A
2.52K $0
Veralto Corp Com Shs
23
+ 2.52%
N/A
937 $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
8
New
$16.93 - $17.81 $135 - $142
8 $0
RGTI
Rigetti Computing, Inc.

Technology
20
New
$7.5 - $14.29 $150 - $286
20 $0
PHG
Koninklijke Philips Nv

Healthcare
21
+ 4.22%
$21.67 - $25.64 $455 - $538
519 $12K
Morgan Stanley Pathway Small Mid Cap Equity ETF
4
New
N/A
4 $0
BBAI
Big Bear.Ai Holdings, Inc.

Technology
50
New
$2.39 - $6.79 $120 - $340
50 $0
Arista Networks Inc Com Shs
5
+ 100.0%
N/A
10 $0
Skillz Inc Com Cl A
1
New
N/A
1 $0
Amentum Holdings Inc Com
114
+ 6.08%
N/A
1.99K $0
HOWL
Werewolf Therapeutics, Inc.

Healthcare
50
New
$0.63 - $1.42 $31.5 - $71
50 $0
VNT
Vontier Corp

Technology
7
New
$28.04 - $37.3 $196 - $261
7 $0
Morgan Stanley Pathway Large Cap Equity ETF
20
New
N/A
20 $0
Ralliant Corp Com
6
New
N/A
6 $0
LX
Lexin Fintech Holdings Ltd.

Financial Services
84
New
$6.57 - $10.4 $552 - $874
84 $0
CPNG
Coupang, Inc.

Consumer Cyclical
25
New
$19.76 - $30.81 $494 - $770
25 $0
COP
Conocophillips

Energy
257
+ 16.33%
$82.66 - $106.1 $21.2K - $27.3K
1.83K $164K
ECC
Eagle Point Credit CO Inc.

Financial Services
48
+ 5.55%
$6.94 - $8.31 $333 - $399
913 $6K
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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