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
ROP
Roper Technologies Inc

Industrials
2
+ 4.88%
$519.19 - $590.78 $1.04K - $1.18K
43 $24K
PHG
Koninklijke Philips Nv

Healthcare
21
+ 4.22%
$21.67 - $25.64 $455 - $538
519 $12K
O
Realty Income Corp

Real Estate
8
+ 1.0%
$52.27 - $58.52 $418 - $468
808 $46K
Fidelity Wise Origin Bitcoin Fund
468
+ 22.8%
N/A
2.52K $0
OXY
Occidental Petroleum Corp

Energy
24
+ 12.0%
$36.11 - $49.33 $867 - $1.18K
224 $9K
Blackrock Inc Com
36
+ 39.56%
N/A
127 $0
Veralto Corp Com Shs
23
+ 2.52%
N/A
937 $0
NIO
Nio Inc.

Consumer Cyclical
100
+ 5.0%
$3.14 - $4.31 $314 - $431
2.1K $7K
EXC
Exelon Corp

Utilities
34
+ 5.76%
$42.2 - $47.37 $1.43K - $1.61K
624 $27K
Amentum Holdings Inc Com
114
+ 6.08%
N/A
1.99K $0
NCR
Ncr Corp

Technology
9
+ 21.43%
N/A
51 $0
MRNA
Moderna, Inc.

Healthcare
2
+ 20.0%
$23.65 - $28.54 $47.3 - $57.1
12 $0
Arista Networks Inc Com Shs
5
+ 100.0%
N/A
10 $0
COP
Conocophillips

Energy
257
+ 16.33%
$82.66 - $106.1 $21.2K - $27.3K
1.83K $164K
ECC
Eagle Point Credit CO Inc.

Financial Services
48
+ 5.55%
$6.94 - $8.31 $333 - $399
913 $6K
OGN
Organon & Co.

Healthcare
3
+ 4.29%
$8.04 - $14.72 $24.1 - $44.2
73 $0
EXPD
Expeditors International Of Washington Inc

Industrials
1
+ 0.61%
$102.84 - $122.24 $103 - $122
164 $18K
CL
Colgate Palmolive CO

Consumer Defensive
13
+ 1.1%
$87.57 - $96.0 $1.14K - $1.25K
1.2K $108K
ELV
Elevance Health, Inc.

Healthcare
2
+ 3.7%
$372.27 - $452.69 $745 - $905
56 $21K
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 2.14%
$248.61 - $294.96 $994 - $1.18K
191 $53K
PFE
Pfizer Inc

Healthcare
179
+ 2.66%
$21.59 - $24.84 $3.86K - $4.45K
6.91K $167K
ABBV
Abb Vie Inc.

Healthcare
278
+ 12.11%
$170.16 - $206.27 $47.3K - $57.3K
2.57K $477K
XLE
Energy Sector Spdr

ETFs
3
+ 0.57%
$76.44 - $94.13 $229 - $282
527 $44K
GL
Globe Life Inc.

Financial Services
1
+ 0.19%
$113.29 - $133.09 $113 - $133
529 $65K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7
+ 2.79%
$212.1 - $244.27 $1.48K - $1.71K
258 $56K
K
Kellogg CO

Consumer Defensive
20
+ 0.8%
$77.85 - $82.88 $1.56K - $1.66K
2.52K $200K
TSN
Tyson Foods, Inc.

Consumer Defensive
7
+ 0.9%
$54.33 - $63.56 $380 - $445
784 $43K
XOM
Exxon Mobil Corp

Energy
1.02K
+ 9.2%
$99.93 - $119.04 $102K - $122K
12.1K $1.31M
FANG
Diamondback Energy, Inc.

Energy
8
+ 0.77%
$119.25 - $161.49 $954 - $1.29K
1.05K $143K
CVX
Chevron Corp

Energy
586
+ 13.2%
$133.73 - $168.51 $78.4K - $98.7K
5.03K $719K
PEP
Pepsico Inc

Consumer Defensive
322
+ 1.19%
$128.02 - $151.37 $41.2K - $48.7K
27.3K $3.6M
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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