Plante Moran Financial Advisors, LLC New Holdings in Q2 2025

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CBSH
Commerce Bancshares Inc

Financial Services
44.9K
New
$55.42 - $65.63 $2.49M - $2.95M
44.9K $2.79M
BKNG
Booking Holdings Inc.

Consumer Cyclical
27
New
$4164.15 - $5789.24 $112K - $156K
27 $156K
DNL
Wiswisdomtree Tr

ETFs
1.72K
New
$32.16 - $40.27 $55.4K - $69.4K
1.72K $69K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
561
New
$91.51 - $113.03 $51.3K - $63.4K
561 $63K
AVUS
American Centy ETF Tr Avantis

ETFs
474
New
$81.38 - $100.82 $38.6K - $47.8K
474 $47K
SHW
Sherwin Williams CO

Basic Materials
123
New
$313.51 - $363.51 $38.6K - $44.7K
123 $42K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
494
New
$75.05 - $77.34 $37.1K - $38.2K
494 $38K
UMBF
Umb Financial Corp

Financial Services
346
New
$86.4 - $107.99 $29.9K - $37.4K
346 $36K
EDV
Vanguard Extended Duration Tre

ETFs
448
New
$62.83 - $72.45 $28.1K - $32.5K
448 $30K
VIS
Vanguard Industrial ETF

ETFs
100
New
$220.04 - $280.07 $22K - $28K
100 $28K
LNT
Alliant Energy Corp

Utilities
455
New
$58.79 - $64.85 $26.7K - $29.5K
455 $27K
CNP
Centerpoint Energy Inc

Utilities
649
New
$35.5 - $39.05 $23K - $25.3K
649 $23K
FQAL
Fidelity Covington Tr Quality

ETFs
299
New
$57.29 - $69.63 $17.1K - $20.8K
299 $20K
EEM
Ishares Msci Emerging Markets

ETFs
412
New
$38.52 - $48.28 $15.9K - $19.9K
412 $19K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
633
New
$26.18 - $30.91 $16.6K - $19.6K
633 $19K
HYG
Ishares Tr

ETFs
235
New
$75.75 - $80.65 $17.8K - $19K
235 $18K
TIP
Ishares Tr Tips Bd ETF

ETFs
159
New
$107.93 - $110.97 $17.2K - $17.6K
159 $17K
OGE
Oge Energy Corp.

Utilities
401
New
$42.23 - $46.38 $16.9K - $18.6K
401 $17K
CINF
Cincinnati Financial Corp

Financial Services
117
New
$126.6 - $151.6 $14.8K - $17.7K
117 $17K
GUNR
Flexshares Tr Morningstar Glob

ETFs
402
New
$33.77 - $41.16 $13.6K - $16.5K
402 $16K
HES
Hess Corp

Energy
100
New
$126.32 - $161.29 $12.6K - $16.1K
100 $13K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
65
New
$170.2 - $211.82 $11.1K - $13.8K
65 $13K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.55K
New
$7.05 - $8.02 $10.9K - $12.4K
1.55K $12K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
120
New
$79.85 - $95.57 $9.58K - $11.5K
120 $11K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
152
New
$50.86 - $73.83 $7.73K - $11.2K
152 $10K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
244
New
$43.63 - $45.4 $10.6K - $11.1K
244 $10K
EMB
Ishares Tr

ETFs
99
New
$86.54 - $92.62 $8.57K - $9.17K
99 $9K
MCHP
Microchip Technology Inc

Technology
122
New
$35.34 - $71.6 $4.31K - $8.74K
122 $8K
CVNA
Carvana Co.

Consumer Cyclical
25
New
$162.57 - $345.64 $4.06K - $8.64K
25 $8K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
128
New
$50.27 - $62.05 $6.43K - $7.94K
128 $7K
RLAY
Relay Therapeutics, Inc.

Healthcare
2K
New
$2.0 - $3.49 $4K - $6.98K
2K $6K
AVDE
American Centy ETF Tr Avantis

ETFs
81
New
$59.32 - $74.36 $4.8K - $6.02K
81 $5K
HST
Host Hotels & Resorts, Inc.

Real Estate
343
New
$12.7 - $16.07 $4.36K - $5.51K
343 $5K
IGF
Ishares Global Infrastructure

ETFs
90
New
$50.55 - $59.83 $4.55K - $5.38K
90 $5K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
70
New
$65.42 - $80.7 $4.58K - $5.65K
70 $5K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
109
New
$40.79 - $50.93 $4.45K - $5.55K
109 $5K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
92
New
$50.09 - $51.09 $4.61K - $4.7K
92 $4K
PPLT
Abrdn Platinum ETF Trust

ETFs
50
New
N/A
50 $4K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
58
New
$78.47 - $92.25 $4.55K - $5.35K
58 $4K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
84
New
$38.59 - $47.36 $3.24K - $3.98K
84 $3K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
65
New
$46.47 - $47.67 $3.02K - $3.1K
65 $3K
BBAX
J P Morgan Betabuilders Develo

ETFs
71
New
$42.69 - $54.65 $3.03K - $3.88K
71 $3K
SE
Sea LTD

Consumer Cyclical
13
New
$105.57 - $170.4 $1.37K - $2.22K
13 $2K
DASH
Door Dash, Inc.

Communication Services
10
New
$163.16 - $246.51 $1.63K - $2.47K
10 $2K
SYF
Synchrony Financial

Financial Services
39
New
$43.81 - $66.74 $1.71K - $2.6K
39 $2K
SNPS
Synopsys Inc

Technology
5
New
$380.9 - $517.66 $1.9K - $2.59K
5 $2K
TNL
Travel & Leisure Co.

Consumer Cyclical
58
New
$38.78 - $51.89 $2.25K - $3.01K
58 $2K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
46
New
$49.57 - $50.27 $2.28K - $2.31K
46 $2K
VOTE
Engine No 1 ETF Tr

ETFs
22
New
$58.2 - $72.74 $1.28K - $1.6K
22 $1K
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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