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
APH
Amphenol Corp

Technology
441
+ 83.21%
$59.09 - $98.75 $26.1K - $43.5K
971 $95K
WMT
Walmart Inc.

Consumer Defensive
82
+ 1.65%
$81.79 - $99.98 $6.71K - $8.2K
5.06K $495K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
210
+ 396.23%
$201.28 - $266.34 $42.3K - $55.9K
263 $70K
DFAT
Dimensional ETF Tr U S Target

ETFs
311
+ 2.22%
$44.8 - $53.97 $13.9K - $16.8K
14.3K $774K
QCOM
Qualcomm Inc

Technology
229
+ 10.05%
$124.66 - $159.48 $28.5K - $36.5K
2.51K $399K
MRK
Merck & Co., Inc.

Healthcare
917
+ 43.25%
$73.47 - $87.12 $67.4K - $79.9K
3.04K $240K
NOC
Northrop Grumman Corp

Industrials
100
+ 126.58%
$456.3 - $540.39 $45.6K - $54K
179 $89K
BMY
Bristol Myers Squibb CO

Healthcare
1.4K
+ 124.87%
$44.12 - $59.6 $61.8K - $83.5K
2.52K $116K
WDC
Western Digital Corp

Technology
686
+ 1225.0%
$30.54 - $63.99 $21K - $43.9K
742 $47K
HSY
Hershey CO

Consumer Defensive
259
+ 190.44%
$151.29 - $173.13 $39.2K - $44.8K
395 $65K
ACN
Accenture PLC

Technology
160
+ 28.52%
$279.23 - $323.21 $44.7K - $51.7K
721 $215K
SHOP
Shopify Inc.

Technology
132
+ 11.38%
$76.89 - $115.35 $10.1K - $15.2K
1.29K $149K
JCI
Johnson Controls International PLC

Industrials
348
+ 632.73%
$71.14 - $105.62 $24.8K - $36.8K
403 $42K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
108
+ 7.34%
$60.61 - $87.72 $6.55K - $9.47K
1.58K $133K
PGR
Progressive Corp

Financial Services
150
+ 78.53%
$255.27 - $288.74 $38.3K - $43.3K
341 $90K
ROST
Ross Stores, Inc.

Consumer Cyclical
287
+ 2870.0%
$126.62 - $154.26 $36.3K - $44.3K
297 $37K
EFG
Msci Eafe Growth ETF

ETFs
128
+ 7.42%
$89.8 - $112.0 $11.5K - $14.3K
1.85K $207K
AEM
Agnico Eagle Mines LTD

Basic Materials
262
+ 84.24%
$99.48 - $124.46 $26.1K - $32.6K
573 $68K
EFV
Msci Eafe Value ETF

ETFs
182
+ 3.56%
$52.4 - $64.65 $9.54K - $11.8K
5.29K $335K
GS
Goldman Sachs Group Inc

Financial Services
37
+ 80.43%
$462.22 - $707.75 $17.1K - $26.2K
83 $58K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
37
+ 0.26%
$19.1 - $23.83 $707 - $882
14.1K $336K
FDX
Fedex Corp

Industrials
150
+ 180.72%
$198.07 - $245.17 $29.7K - $36.8K
233 $52K
DHR
Danaher Corp

Healthcare
271
+ 9.61%
$174.64 - $205.16 $47.3K - $55.6K
3.09K $610K
SCHA
Schwab Strategic Tr Us Small C

ETFs
888
+ 21.01%
$20.42 - $25.3 $18.1K - $22.5K
5.11K $129K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
94
+ 3.28%
$73.02 - $90.22 $6.86K - $8.48K
2.96K $264K
LMT
Lockheed Martin Corp

Industrials
61
+ 74.39%
$430.82 - $486.45 $26.3K - $29.7K
143 $66K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
220
+ 6.71%
$121.58 - $136.74 $26.7K - $30.1K
3.5K $475K
ICE
Intercontinental Exchange, Inc.

Financial Services
164
+ 1640.0%
$151.62 - $183.47 $24.9K - $30.1K
174 $31K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
343
+ 36.14%
$50.08 - $63.14 $17.2K - $21.7K
1.29K $81K
UNP
Union Pacific Corp

Industrials
158
+ 11.42%
$208.27 - $238.46 $32.9K - $37.7K
1.54K $354K
PLTR
Palantir Technologies Inc.

Technology
13
+ 2.53%
$74.01 - $144.25 $962 - $1.88K
527 $71K
INTU
Intuit Inc

Technology
2
+ 1.32%
$544.07 - $787.63 $1.09K - $1.58K
154 $121K
MFC
Manulife Financial Corp

Financial Services
662
+ 9.94%
$26.93 - $32.44 $17.8K - $21.5K
7.32K $234K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
132
+ 12.97%
$97.68 - $121.38 $12.9K - $16K
1.15K $139K
WELL
Welltower Inc.

Real Estate
170
+ 1545.45%
$136.49 - $155.22 $23.2K - $26.4K
181 $27K
QUAL
Ishares Msci Usa Quality Facto

ETFs
16
+ 0.88%
$152.42 - $182.82 $2.44K - $2.93K
1.84K $336K
CARR
Carrier Global Corp

Industrials
275
+ 54.67%
$55.55 - $75.83 $15.3K - $20.9K
778 $56K
RACE
Ferrari N.V.

Consumer Cyclical
48
+ 218.18%
$397.86 - $499.02 $19.1K - $24K
70 $34K
BAX
Baxter International Inc

Healthcare
800
+ 842.11%
$27.8 - $34.02 $22.2K - $27.2K
895 $27K
COF
Capital One Financial Corp

Financial Services
50
+ 12.69%
$150.57 - $212.76 $7.53K - $10.6K
444 $94K
DE
Deere & CO

Industrials
1
+ 0.16%
$412.99 - $531.48 $413 - $531
609 $309K
NRG
Nrg Energy, Inc.

Utilities
58
+ 28.16%
$83.61 - $162.67 $4.85K - $9.43K
264 $42K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
311
+ 187.35%
$54.81 - $67.78 $17K - $21.1K
477 $32K
HWM
Howmet Aerospace Inc.

Industrials
61
+ 32.45%
$112.33 - $186.13 $6.85K - $11.4K
249 $46K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
455
+ 38.92%
$33.13 - $40.67 $15.1K - $18.5K
1.62K $66K
IWN
Ishares Russell2000 Val ETF

ETFs
59
+ 3.22%
$131.84 - $157.76 $7.78K - $9.31K
1.89K $298K
VT
Vanguard Total World Stk Index

ETFs
27
+ 1.84%
$103.16 - $128.52 $2.79K - $3.47K
1.49K $191K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
11
+ 1.89%
$224.16 - $285.86 $2.47K - $3.14K
592 $169K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
5.2K
+ 2080.0%
$3.1 - $4.72 $16.1K - $24.5K
5.45K $22K
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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