Plante Moran Financial Advisors, LLC New Holdings in Q1 2025

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
1.33K
New
$89.38 - $106.18 $119K - $142K
1.33K $134K
URI
United Rentals, Inc.

Industrials
120
New
$594.17 - $789.56 $71.3K - $94.7K
120 $75K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
45
New
$1187.71 - $1432.58 $53.4K - $64.5K
45 $64K
RJF
Raymond James Financial Inc

Financial Services
375
New
$137.62 - $172.64 $51.6K - $64.7K
375 $52K
DUOL
Duolingo, Inc.

Technology
155
New
$272.49 - $441.39 $42.2K - $68.4K
155 $48K
FCNCA
First Citizens Bancshares Inc

Financial Services
26
New
$1728.36 - $2231.14 $44.9K - $58K
26 $48K
IRM
Iron Mountain Inc

Real Estate
555
New
$82.79 - $111.31 $45.9K - $61.8K
555 $47K
NVR
Nvr Inc

Consumer Cyclical
6
New
$7062.02 - $8382.63 $42.4K - $50.3K
6 $43K
SPOT
Spotify Technology S.A.

Communication Services
75
New
$457.79 - $648.32 $34.3K - $48.6K
75 $41K
AER
Aer Cap Holdings N.V.

Industrials
378
New
$94.11 - $105.78 $35.6K - $40K
378 $38K
TY
Tri Continental Corp

Financial Services
1.11K
New
$30.4 - $32.91 $33.6K - $36.4K
1.11K $33K
VRT
Vertiv Holdings CO

Industrials
335
New
N/A
335 $29K
TW
Tradeweb Markets Inc.

Financial Services
200
New
$123.42 - $148.46 $24.7K - $29.7K
200 $29K
HWM
Howmet Aerospace Inc.

Industrials
188
New
$110.79 - $139.39 $20.8K - $26.2K
188 $24K
PII
Polaris Inc.

Consumer Cyclical
597
New
$40.9 - $58.36 $24.4K - $34.8K
597 $24K
XLU
Utilities Sector Spdr

ETFs
310
New
$74.7 - $80.27 $23.2K - $24.9K
310 $24K
SKY
Skyline Champion Corp

Consumer Cyclical
250
New
$85.72 - $108.14 $21.4K - $27K
250 $23K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
280
New
$76.77 - $82.22 $21.5K - $23K
280 $22K
JHMM
John Hancock Multifactor Mid C

ETFs
376
New
$55.69 - $63.12 $20.9K - $23.7K
376 $21K
NXPI
Nxp Semiconductors N.V.

Technology
110
New
$189.99 - $245.86 $20.9K - $27K
110 $20K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
266
New
$73.27 - $96.21 $19.5K - $25.6K
266 $19K
ABR
Arbor Realty Trust Inc

Real Estate
1.61K
New
$11.68 - $13.98 $18.8K - $22.5K
1.61K $18K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
154
New
$95.85 - $99.25 $14.8K - $15.3K
154 $15K
DFAS
Dimensional ETF Tr U S Small C

ETFs
251
New
$58.81 - $68.2 $14.8K - $17.1K
251 $14K
LIT
Global X Fds Global X Lithium

ETFs
370
New
$38.8 - $42.84 $14.4K - $15.9K
370 $14K
HII
Huntington Ingalls Industries, Inc.

Industrials
66
New
$159.75 - $208.61 $10.5K - $13.8K
66 $13K
DFIV
Dimensional ETF Tr

ETFs
315
New
$35.33 - $40.77 $11.1K - $12.8K
315 $12K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
173
New
$65.44 - $70.64 $11.3K - $12.2K
173 $11K
PAA
Plains All American Pipeline LP

Energy
514
New
$17.32 - $20.96 $8.9K - $10.8K
514 $10K
RGLD
Royal Gold Inc

Basic Materials
66
New
$132.55 - $163.51 $8.75K - $10.8K
66 $10K
LOB
Live Oak Bancshares, Inc.

Financial Services
400
New
$26.57 - $41.33 $10.6K - $16.5K
400 $10K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
166
New
$61.55 - $71.27 $10.2K - $11.8K
166 $10K
PDP
Invesco Exchange Traded Fd Tr

ETFs
96
New
$96.95 - $116.13 $9.31K - $11.1K
96 $9K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
78
New
$107.24 - $116.37 $8.36K - $9.08K
78 $9K
IXUS
Ishares Tr

ETFs
119
New
$65.06 - $72.31 $7.74K - $8.6K
119 $8K
DFS
Discover Financial Services

Financial Services
50
New
$152.99 - $203.25 $7.65K - $10.2K
50 $8K
BITO
Proshares Tr Bitcoin Strategy

ETFs
488
New
$17.57 - $25.81 $8.57K - $12.6K
488 $8K
FNDB
Schwab Fundamental U S Broad M

ETFs
387
New
$22.52 - $24.48 $8.72K - $9.47K
387 $8K
METV
Listed Fds Tr Roundhill Ball M

ETFs
647
New
$13.49 - $15.51 $8.73K - $10K
647 $8K
W
Wayfair Inc.

Consumer Cyclical
232
New
$30.07 - $50.1 $6.98K - $11.6K
232 $7K
RIO
Rio Tinto PLC

Basic Materials
125
New
$58.19 - $64.29 $7.27K - $8.04K
125 $7K
TTWO
Take Two Interactive Software Inc

Communication Services
36
New
$178.61 - $217.95 $6.43K - $7.85K
36 $7K
BFLY
Butterfly Network, Inc.

Healthcare
3K
New
$2.28 - $4.82 $6.84K - $14.5K
3K $6K
KGC
Kinross Gold Corp

Basic Materials
450
New
$9.69 - $12.61 $4.36K - $5.67K
450 $5K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
242
New
$22.25 - $23.0 $5.38K - $5.57K
242 $5K
SM
Sm Energy CO

Energy
183
New
$27.15 - $44.69 $4.97K - $8.18K
183 $5K
HQY
Healthequity, Inc.

Healthcare
50
New
$84.32 - $114.51 $4.22K - $5.73K
50 $4K
IDEV
Ishares Core Msci Intl Develop

ETFs
65
New
$63.77 - $71.36 $4.15K - $4.64K
65 $4K
EBAY
Ebay Inc

Consumer Cyclical
58
New
$61.61 - $70.93 $3.57K - $4.11K
58 $3K
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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