Plante Moran Financial Advisors, LLC Incresed Positions in Q1 2025

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
126K
+ 23.02%
$170.36 - $201.04 $21.4M - $25.2M
671K $116M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
34.9K
+ 27.78%
$25.58 - $29.24 $893K - $1.02M
161K $4.21M
XPO
Xpo Logistics, Inc.

Industrials
2.55K
+ 3547.22%
$106.12 - $148.16 $271K - $378K
2.63K $282K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.47K
+ 3672.5%
$169.43 - $182.84 $249K - $269K
1.51K $261K
VTI
Vanguard Total Stock Market Et

ETFs
1.74K
+ 10.12%
$271.18 - $303.12 $470K - $526K
18.9K $5.19M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
650
+ 102.36%
$233.07 - $290.7 $151K - $189K
1.29K $346K
VTV
Vanguard Value ETF

ETFs
904
+ 15.01%
$167.73 - $179.21 $152K - $162K
6.93K $1.2M
NFLX
Netflix Inc

Communication Services
173
+ 77.58%
$828.4 - $1058.6 $143K - $183K
396 $369K
GE
General Electric CO

Industrials
672
+ 69.14%
$168.59 - $212.13 $113K - $143K
1.64K $329K
COST
Costco Wholesale Corp

Consumer Defensive
108
+ 8.78%
$890.62 - $1076.86 $96.2K - $116K
1.34K $1.27M
KO
Coca Cola CO

Consumer Defensive
1.04K
+ 22.43%
$60.81 - $72.32 $63K - $74.9K
5.65K $404K
ACN
Accenture PLC

Technology
331
+ 143.91%
$300.91 - $398.25 $99.6K - $132K
561 $175K
OKE
Oneok Inc

Energy
920
+ 46.42%
$89.57 - $109.85 $82.4K - $101K
2.9K $287K
TMUS
T Mobile Us, Inc.

Communication Services
260
+ 64.04%
$211.3 - $272.83 $54.9K - $70.9K
666 $177K
F
Ford Motor CO

Consumer Cyclical
8.21K
+ 37.49%
$9.12 - $10.43 $74.9K - $85.7K
30.1K $302K
AXON
Axon Enterprise, Inc.

Industrials
185
+ 77.08%
$496.65 - $710.01 $91.9K - $131K
425 $223K
DAL
Delta Air Lines, Inc.

Industrials
2.89K
+ 101.76%
$43.6 - $69.06 $126K - $200K
5.73K $250K
PANW
Palo Alto Networks Inc

Technology
450
+ 104.17%
$167.82 - $208.28 $75.5K - $93.7K
882 $150K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.86K
+ 37.71%
$21.23 - $23.75 $81.9K - $91.6K
14.1K $303K
IAU
Ishares Gold Trust

ETFs
34
+ 0.48%
$49.74 - $58.96 $1.69K - $2K
7.07K $416K
ISRG
Intuitive Surgical Inc

Healthcare
145
+ 42.65%
$476.63 - $610.45 $69.1K - $88.5K
485 $240K
CSCO
Cisco Systems, Inc.

Technology
707
+ 9.83%
$58.74 - $64.87 $41.5K - $45.9K
7.9K $487K
RTX
Raytheon Technologies Corp

Industrials
82
+ 2.71%
$114.1 - $135.66 $9.36K - $11.1K
3.11K $412K
MCK
Mckesson Corp

Healthcare
64
+ 37.65%
$566.21 - $672.99 $36.2K - $43.1K
234 $157K
MTB
M&T Bank Corp

Financial Services
320
+ 103.23%
$170.47 - $201.98 $54.6K - $64.6K
630 $112K
ALL
Allstate Corp

Financial Services
185
+ 18.12%
$180.99 - $210.18 $33.5K - $38.9K
1.21K $249K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1K
+ 13.48%
$64.88 - $72.1 $64.9K - $72.1K
8.42K $553K
WMT
Walmart Inc.

Consumer Defensive
600
+ 13.69%
$84.5 - $105.05 $50.7K - $63K
4.98K $437K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
802
+ 4.59%
$39.96 - $43.3 $32K - $34.7K
18.3K $753K
ARES
Ares Management Corp

Financial Services
325
+ 92.86%
$140.19 - $198.28 $45.6K - $64.4K
675 $98K
EQT
Eqt Corp

Energy
602
+ 113.16%
$46.16 - $54.25 $27.8K - $32.7K
1.13K $60K
SBUX
Starbucks Corp

Consumer Cyclical
275
+ 19.7%
$91.75 - $115.81 $25.2K - $31.8K
1.67K $163K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
456
+ 32.57%
$58.01 - $64.46 $26.5K - $29.4K
1.86K $115K
DE
Deere & CO

Industrials
4
+ 0.66%
$408.57 - $509.27 $1.63K - $2.04K
608 $285K
IWD
Ishares Russell 1000 Val ETF

ETFs
79
+ 1.56%
$182.82 - $196.21 $14.4K - $15.5K
5.15K $968K
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
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
ATO
Atmos Energy Corp

Utilities
73
+ 10.61%
$136.51 - $154.58 $9.97K - $11.3K
761 $117K
WPM
Wheaton Precious Metals Corp.

Basic Materials
152
+ 30.28%
$55.75 - $77.63 $8.47K - $11.8K
654 $50K
FISV
Fiserv Inc

Technology
155
+ 19.02%
N/A
970 $121K
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 43.48%
$308.86 - $455.36 $15.4K - $22.8K
165 $58K
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
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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