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
VO
Vanguard Mid Cap ETF

ETFs
121
+ 4.07%
$251.87 - $277.95 $30.5K - $33.6K
3.09K $799K
DFUS
Dimensional ETF Tr U S Equity

ETFs
270
+ 30.37%
$59.61 - $66.71 $16.1K - $18K
1.16K $70K
VTWO
Vanguard Russell 2000 ETF

ETFs
149
+ 496.67%
$80.08 - $92.93 $11.9K - $13.8K
179 $14K
BAC
Bank Of America Corp

Financial Services
608
+ 10.17%
$39.61 - $47.74 $24.1K - $29K
6.59K $274K
GL
Globe Life Inc.

Financial Services
1
+ 0.19%
$111.2 - $131.72 $111 - $132
528 $69K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
332
+ 80.78%
$37.84 - $44.02 $12.6K - $14.6K
743 $28K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
134
+ 15.16%
$108.02 - $120.45 $14.5K - $16.1K
1.02K $112K
COP
Conocophillips

Energy
6
+ 0.38%
$88.6 - $105.85 $532 - $635
1.57K $165K
LMT
Lockheed Martin Corp

Industrials
25
+ 43.86%
$423.19 - $506.29 $10.6K - $12.7K
82 $36K
CI
Cigna Corp

Healthcare
10
+ 9.01%
$274.49 - $329.0 $2.74K - $3.29K
121 $39K
NEM
Newmont Corp

Basic Materials
187
+ 467.5%
$37.79 - $48.39 $7.07K - $9.05K
227 $10K
SA
Seabridge Gold Inc

Basic Materials
634
+ 1713.51%
$10.47 - $13.33 $6.64K - $8.45K
671 $7K
QCOM
Qualcomm Inc

Technology
50
+ 2.24%
$151.94 - $175.86 $7.6K - $8.79K
2.28K $349K
HSY
Hershey CO

Consumer Defensive
41
+ 43.16%
$144.74 - $186.36 $5.93K - $7.64K
136 $23K
IVE
Ishares S&P 500 Value ETF

ETFs
33
+ 0.76%
$185.78 - $198.58 $6.13K - $6.55K
4.38K $835K
ET
Energy Transfer LP

Energy
500
+ 11.99%
$17.26 - $21.08 $8.63K - $10.5K
4.67K $86K
CHRD
Oasis Petroleum Inc.

Energy
51
+ 34.0%
$101.34 - $127.78 $5.17K - $6.52K
201 $22K
TSN
Tyson Foods, Inc.

Consumer Defensive
6
+ 0.78%
$54.27 - $63.81 $326 - $383
777 $49K
O
Realty Income Corp

Real Estate
31
+ 4.03%
$51.67 - $58.49 $1.6K - $1.81K
800 $46K
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
PLD
Prologis, Inc.

Real Estate
12
+ 3.68%
$103.59 - $124.04 $1.24K - $1.49K
338 $37K
ODC
Oil Dri Corp Of America

Basic Materials
654
+ 100.0%
$41.1 - $87.55 $26.9K - $57.3K
1.31K $60K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
3.34K
+ 300.9%
$1.14 - $2.1 $3.81K - $7.01K
4.45K $5K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
16
+ 12.7%
$196.12 - $229.48 $3.14K - $3.67K
142 $28K
VONG
Vanguard Russell 1000 Growth E

ETFs
30
+ 88.24%
$92.71 - $107.38 $2.78K - $3.22K
64 $5K
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
+ 7.08%
$497.6 - $606.74 $3.98K - $4.85K
121 $60K
DELL
Dell Technologies Inc.

Technology
35
+ 35.35%
$90.34 - $124.66 $3.16K - $4.36K
134 $12K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
7
+ 15.22%
$221.78 - $273.45 $1.55K - $1.91K
53 $12K
RACE
Ferrari N.V.

Consumer Cyclical
3
+ 15.79%
$413.73 - $508.15 $1.24K - $1.52K
22 $9K
SLB
Schlumberger Limited

Energy
12
+ 6.32%
$38.4 - $43.74 $461 - $525
202 $8K
BA
Boeing CO

Industrials
30
+ 4.09%
$148.15 - $186.25 $4.44K - $5.59K
763 $130K
WDC
Western Digital Corp

Technology
23
+ 69.7%
$40.43 - $72.03 $930 - $1.66K
56 $2K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17
+ 51.52%
$44.68 - $46.49 $760 - $790
50 $2K
RLI
Rli Corp

Financial Services
30
+ 100.0%
$71.75 - $163.21 $2.15K - $4.9K
60 $4K
Ge Healthcare Technologies Inc Common Stock
50
+ 16.78%
N/A
348 $0
Arm Holdings PLC Sponsored Ads
1.25K
+ 42.23%
N/A
4.21K $0
Fidelity Wise Origin Bitcoin Fund
200
+ 10.79%
N/A
2.05K $0
APH
Amphenol Corp

Technology
28
+ 5.58%
$61.62 - $78.55 $1.73K - $2.2K
530 $34K
Ishares Bitcoin Trust ETF
987
+ 94.81%
N/A
2.03K $0
Ge Vernova Inc Com
38
+ 15.77%
N/A
279 $0
ECC
Eagle Point Credit CO Inc.

Financial Services
41
+ 4.98%
$7.7 - $9.14 $316 - $375
865 $7K
VOE
Vanguard Mid Cap Value Index F

ETFs
9
+ 0.37%
$156.61 - $168.02 $1.41K - $1.51K
2.42K $387K
MTH
Meritage Homes Corp

Consumer Cyclical
165
+ 100.0%
$69.41 - $152.01 $11.5K - $25.1K
330 $23K
IYW
Ishares Dj Us Tech ETF

ETFs
202
+ 12.04%
$140.44 - $166.79 $28.4K - $33.7K
1.88K $264K
FANG
Diamondback Energy, Inc.

Energy
7
+ 0.68%
$139.9 - $180.18 $979 - $1.26K
1.04K $165K
PH
Parker Hannifin Corp

Industrials
4
+ 1.02%
$591.65 - $707.05 $2.37K - $2.83K
396 $240K
NX
Quanex Building Products Corp

Industrials
8
+ 0.45%
$18.54 - $24.18 $148 - $193
1.81K $33K
NKE
Nike, Inc.

Consumer Cyclical
110
+ 7.7%
$63.29 - $81.72 $6.96K - $8.99K
1.54K $97K
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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