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
HBAN
Huntington Bancshares Inc

Financial Services
320
+ 3.67%
$12.49 - $16.76 $4K - $5.36K
9.04K $151K
ETR
Entergy Corp

Utilities
263
+ 110.5%
$79.01 - $86.61 $20.8K - $22.8K
501 $41K
XLC
Select Sector Spdr Tr Communic

ETFs
40
+ 2.93%
$86.13 - $108.53 $3.45K - $4.34K
1.4K $152K
DRI
Darden Restaurants Inc

Consumer Cyclical
46
+ 4.74%
$186.58 - $225.78 $8.58K - $10.4K
1.02K $221K
MLM
Martin Marietta Materials Inc

Basic Materials
35
+ 1750.0%
$452.51 - $568.19 $15.8K - $19.9K
37 $20K
MS
Morgan Stanley

Financial Services
9
+ 1.2%
$99.83 - $140.86 $898 - $1.27K
762 $107K
IWS
Ishares Russell Midcap Value E

ETFs
41
+ 2.28%
$110.58 - $132.14 $4.53K - $5.42K
1.84K $243K
TROW
Price T Rowe Group Inc

Financial Services
151
+ 54.91%
$80.27 - $98.06 $12.1K - $14.8K
426 $41K
ABC
Amerisourcebergen Corp

Healthcare
87
+ 2175.0%
N/A
91 $16K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
161
+ 104.55%
$96.84 - $99.46 $15.6K - $16K
315 $31K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
132
+ 53.66%
$86.58 - $104.98 $11.4K - $13.9K
378 $39K
CME
Cme Group Inc.

Financial Services
38
+ 13.67%
$252.37 - $290.71 $9.59K - $11K
316 $87K
CB
Chubb LTD

Financial Services
49
+ 612.5%
$274.32 - $302.46 $13.4K - $14.8K
57 $16K
MET
Metlife Inc

Financial Services
174
+ 62.37%
$68.42 - $82.49 $11.9K - $14.4K
453 $36K
VOE
Vanguard Mid Cap Value Index F

ETFs
22
+ 0.91%
$141.87 - $164.49 $3.12K - $3.62K
2.44K $400K
IEMG
Ishares Inc

ETFs
209
+ 597.14%
N/A
244 $13K
ZTS
Zoetis Inc.

Healthcare
92
+ 36.8%
$144.41 - $170.3 $13.3K - $15.7K
342 $53K
MPC
Marathon Petroleum Corp

Energy
14
+ 3.15%
$118.55 - $170.08 $1.66K - $2.38K
459 $76K
PRU
Prudential Financial Inc

Financial Services
130
+ 22.34%
$95.12 - $112.71 $12.4K - $14.7K
712 $76K
MSI
Motorola Solutions, Inc.

Technology
35
+ 14.58%
$394.72 - $440.39 $13.8K - $15.4K
275 $115K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
53
+ 5.3%
$45.98 - $56.15 $2.44K - $2.98K
1.05K $59K
LYV
Live Nation Entertainment, Inc.

Communication Services
56
+ 1400.0%
$118.81 - $151.28 $6.65K - $8.47K
60 $9K
SGOL
Abrdn Gold ETF Trust

ETFs
222
+ 41.42%
$28.39 - $32.75 $6.3K - $7.27K
758 $23K
CMCSA
Comcast Corp

Communication Services
360
+ 8.36%
$32.84 - $36.72 $11.8K - $13.2K
4.67K $166K
XLF
Financial Sector Spdr

ETFs
38
+ 2.06%
$43.92 - $52.37 $1.67K - $1.99K
1.88K $98K
SMR
Nuscale Power Corp

Industrials
24
+ 9.6%
$12.6 - $43.24 $302 - $1.04K
274 $10K
BNDX
Vanguard Total International B

ETFs
136
+ 906.67%
$48.77 - $49.55 $6.63K - $6.74K
151 $7K
ADBE
Adobe Inc.

Technology
12
+ 2.33%
$340.0 - $420.68 $4.08K - $5.05K
526 $203K
PFG
Principal Financial Group Inc

Financial Services
108
+ 19.78%
$69.56 - $86.19 $7.51K - $9.31K
654 $51K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
28
+ 14.66%
$421.16 - $509.5 $11.8K - $14.3K
219 $97K
OTIS
Otis Worldwide Corp

Industrials
62
+ 24.7%
$90.88 - $104.3 $5.63K - $6.47K
313 $30K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 4.56%
$15.5 - $20.28 $1.55K - $2.03K
2.29K $46K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
110
+ 220.0%
$45.2 - $46.6 $4.97K - $5.13K
160 $7K
FITB
Fifth Third Bancorp

Financial Services
6
+ 0.37%
$33.32 - $41.51 $200 - $249
1.61K $66K
ACHR
Archer Aviation Inc.

Industrials
20
+ 2.37%
$6.2 - $13.3 $124 - $266
865 $9K
ASML
Asml Holding Nv

Technology
2
+ 25.0%
$595.37 - $815.24 $1.19K - $1.63K
10 $8K
VLO
Valero Energy Corp

Energy
10
+ 1.66%
$104.69 - $141.77 $1.05K - $1.42K
613 $82K
CI
Cigna Corp

Healthcare
9
+ 7.44%
$301.89 - $340.04 $2.72K - $3.06K
130 $42K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
30
+ 4.04%
$33.46 - $41.33 $1K - $1.24K
773 $31K
VTRS
Viatris Inc

Healthcare
182
+ 32.73%
$7.26 - $9.12 $1.32K - $1.66K
738 $6K
FAST
Fastenal CO

Industrials
250
+ 100.0%
$40.65 - $83.16 $10.2K - $20.8K
500 $21K
SLB
Schlumberger Limited

Energy
93
+ 46.04%
$31.95 - $42.2 $2.97K - $3.92K
295 $9K
SO
Southern CO

Utilities
14
+ 0.32%
$84.91 - $92.56 $1.19K - $1.3K
4.35K $399K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
20
+ 4.06%
$35.35 - $42.68 $707 - $854
513 $21K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
5
+ 0.92%
$24.69 - $31.78 $123 - $159
546 $16K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
45
+ 14.95%
$7.6 - $8.89 $342 - $400
346 $3K
NX
Quanex Building Products Corp

Industrials
7
+ 0.39%
$15.5 - $20.19 $109 - $141
1.81K $34K
Kenvue Inc Com
99
+ 5.42%
N/A
1.93K $0
Ge Vernova Inc Com
1
+ 0.36%
N/A
280 $0
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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