Plante Moran Financial Advisors, LLC Incresed Positions in Q2 2025

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
122K
+ 9.43%
$456.74 - $568.03 $55.6M - $69.2M
1.41M $802M
VV
Vanguard Large Cap ETF

ETFs
175K
+ 113.45%
$228.25 - $285.3 $40M - $50M
330K $94M
VXF
Vanguard Extended Market ETF

ETFs
36.9K
+ 5.5%
$150.43 - $192.71 $5.55M - $7.11M
708K $136M
VEA
Vanguard Ftse Developed Market

ETFs
162K
+ 9.12%
$45.65 - $57.01 $7.42M - $9.26M
1.94M $111M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
466K
+ 289.9%
$22.92 - $28.05 $10.7M - $13.1M
626K $17.6M
VBR
Vanguard Small Cap Value ETF

ETFs
37.9K
+ 49.07%
$162.76 - $195.77 $6.16M - $7.41M
115K $22.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.18K
+ 2.72%
$32.66 - $40.75 $300K - $374K
347K $14M
IVV
Ishares Core S&P 500 ETF

ETFs
1.71K
+ 16.01%
$498.8 - $620.9 $851K - $1.06M
12.4K $7.68M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.04K
+ 288.05%
$216.28 - $284.39 $1.09M - $1.43M
6.79K $1.93M
SYK
Stryker Corp

Healthcare
2.13K
+ 34.59%
$337.37 - $395.63 $720K - $844K
8.3K $3.28M
VTI
Vanguard Total Stock Market Et

ETFs
603
+ 3.19%
$243.75 - $303.93 $147K - $183K
19.5K $5.92M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.9K
+ 93.74%
$79.56 - $82.92 $629K - $655K
16.3K $1.35M
IWV
Ishares Russell 3000 ETF

ETFs
1.51K
+ 305.25%
$281.67 - $351.0 $426K - $530K
2.01K $704K
YUM
Yum Brands Inc

Consumer Cyclical
2.97K
+ 217.68%
$138.36 - $161.45 $411K - $479K
4.33K $641K
VB
Vanguard Small Cap ETF

ETFs
1.6K
+ 51.98%
$193.73 - $237.37 $310K - $380K
4.68K $1.11M
VO
Vanguard Mid Cap ETF

ETFs
1.12K
+ 36.07%
$228.54 - $279.83 $255K - $312K
4.21K $1.18M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.5K
+ 80.13%
$73.7 - $90.98 $185K - $228K
5.63K $512K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.69K
+ 517.17%
$41.37 - $53.28 $236K - $303K
6.8K $303K
DIS
Walt Disney CO

Communication Services
582
+ 8.77%
$81.72 - $124.01 $47.6K - $72.2K
7.22K $894K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.23K
+ 33.74%
$51.16 - $62.02 $165K - $200K
12.8K $793K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.31K
+ 8.62%
$72.96 - $90.39 $95.4K - $118K
16.5K $1.47M
COST
Costco Wholesale Corp

Consumer Defensive
176
+ 13.15%
$908.13 - $1056.85 $160K - $186K
1.51K $1.5M
LLY
Eli Lilly & CO

Healthcare
380
+ 27.62%
$713.71 - $898.95 $271K - $342K
1.76K $1.37M
XLK
Technology Sector Spdr

ETFs
75
+ 1.65%
$179.73 - $253.23 $13.5K - $19K
4.61K $1.17M
FNDF
Schwab Fundamental Intl Large

ETFs
4.21K
+ 56.33%
$32.25 - $40.02 $136K - $169K
11.7K $467K
VTV
Vanguard Value ETF

ETFs
904
+ 13.05%
$153.67 - $176.74 $139K - $160K
7.83K $1.38M
MCD
Mcdonalds Corp

Consumer Cyclical
874
+ 24.5%
$285.55 - $321.23 $250K - $281K
4.44K $1.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
386
+ 25.92%
$272.36 - $339.57 $105K - $131K
1.88K $636K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.24K
+ 17.11%
$90.56 - $109.49 $112K - $136K
8.48K $926K
TMO
Thermo Fisher Scientific Inc.

Healthcare
436
+ 360.33%
$390.26 - $489.06 $170K - $213K
557 $225K
MAR
Marriott International Inc

Consumer Cyclical
234
+ 8.58%
$211.12 - $274.14 $49.4K - $64.1K
2.96K $808K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.4K
+ 167.95%
$71.28 - $83.74 $99.7K - $117K
2.23K $186K
IWR
Ishares Russell Mid Cap ETF

ETFs
614
+ 6.96%
$74.88 - $91.97 $46K - $56.5K
9.44K $867K
ITOT
Ishares Core S&P Total U.S. St

ETFs
111
+ 1.51%
$108.12 - $135.04 $12K - $15K
7.44K $1M
ETN
Eaton Corp PLC

Industrials
55
+ 5.19%
$246.52 - $356.99 $13.6K - $19.6K
1.11K $397K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.24K
+ 441.43%
$70.7 - $82.14 $87.4K - $102K
1.52K $124K
VIG
Vanguard Dividend Appreciation

ETFs
553
+ 18.02%
N/A
3.62K $659K
SCHX
Schwab Strategic Tr Us Large C

ETFs
555
+ 1.76%
$19.6 - $24.44 $10.9K - $13.6K
32.1K $784K
PH
Parker Hannifin Corp

Industrials
71
+ 17.93%
$517.23 - $700.54 $36.7K - $49.7K
467 $326K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.97K
+ 44.52%
$17.76 - $22.1 $52.7K - $65.6K
9.63K $212K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.06K
+ 165.99%
$72.02 - $73.82 $76.3K - $78.2K
1.7K $124K
RSG
Republic Services, Inc.

Industrials
301
+ 90.66%
$227.2 - $258.07 $68.4K - $77.7K
633 $156K
RSP
Invesco S&P 500 Equal Weight E

ETFs
327
+ 21.67%
$152.93 - $181.74 $50K - $59.4K
1.84K $333K
HON
Honeywell International Inc

Industrials
192
+ 15.85%
$182.86 - $232.88 $35.1K - $44.7K
1.4K $326K
IEFA
Ishares Tr

ETFs
472
+ 13.04%
$67.83 - $84.09 $32K - $39.7K
4.09K $341K
ABT
Abbott Laboratories

Healthcare
416
+ 12.7%
$123.95 - $138.08 $51.6K - $57.4K
3.69K $502K
BA
Boeing CO

Industrials
175
+ 22.94%
$136.59 - $217.51 $23.9K - $38.1K
938 $196K
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
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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