Plante Moran Financial Advisors, LLC Reduced Holdings in Q1 2025

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-12.5K
- 13.12%
$209.68 - $247.1 $2.63M - $3.1M
83K $18.4M
MUB
Ishares National Muni Bond ETF

ETFs
-45.8K
- 13.5%
$104.71 - $107.69 $4.79M - $4.93M
293K $30.9M
VV
Vanguard Large Cap ETF

ETFs
-6.39K
- 3.97%
$253.32 - $282.66 $1.62M - $1.81M
154K $39.7M
MSFT
Microsoft Corp

Technology
-4K
- 15.6%
$375.39 - $447.2 $1.5M - $1.79M
21.6K $8.12M
NVDA
Nvidia Corp

Technology
-12.7K
- 40.08%
$106.98 - $149.43 $1.36M - $1.89M
19K $2.05M
MCD
Mcdonalds Corp

Consumer Cyclical
-6.4K
- 64.2%
$279.74 - $321.29 $1.79M - $2.06M
3.57K $1.11M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.15K
- 16.8%
$554.06 - $615.85 $1.19M - $1.33M
10.7K $5.99M
XOM
Exxon Mobil Corp

Energy
-14.9K
- 57.28%
$105.44 - $118.93 $1.57M - $1.77M
11.1K $1.32M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-59.4K
- 14.97%
$33.84 - $37.77 $2.01M - $2.24M
337K $12.3M
AMGN
Amgen Inc

Healthcare
-5.09K
- 70.31%
$258.59 - $327.36 $1.32M - $1.67M
2.15K $670K
VEA
Vanguard Ftse Developed Market

ETFs
-133K
- 6.94%
$47.4 - $52.99 $6.3M - $7.04M
1.78M $90.6M
GOOGL
Alphabet Inc.

Communication Services
-1.34K
- 6.99%
$154.33 - $206.19 $207K - $277K
17.9K $2.76M
GOOG
Alphabet Inc.

Communication Services
-1.39K
- 9.48%
$156.06 - $207.71 $217K - $289K
13.3K $2.08M
TSLA
Tesla, Inc.

Consumer Cyclical
-397
- 17.57%
$222.15 - $428.22 $88.2K - $170K
1.86K $482K
UNH
Unitedhealth Group Inc

Healthcare
-837
- 39.3%
$461.52 - $548.18 $386K - $459K
1.29K $677K
SYK
Stryker Corp

Healthcare
-1.25K
- 16.9%
$355.18 - $399.9 $445K - $501K
6.17K $2.3M
XLK
Technology Sector Spdr

ETFs
-1.11K
- 19.66%
$206.38 - $242.18 $229K - $269K
4.53K $935K
AMAT
Applied Materials Inc

Technology
-2.21K
- 71.91%
$145.06 - $195.51 $320K - $432K
863 $125K
IBM
International Business Machines Corp

Technology
-1.93K
- 32.8%
$217.4 - $264.74 $420K - $512K
3.96K $985K
CME
Cme Group Inc.

Financial Services
-1.28K
- 82.15%
$225.82 - $266.54 $289K - $341K
278 $73K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.36K
- 84.42%
$208.48 - $244.03 $284K - $332K
251 $61K
AEE
Ameren Corp

Utilities
-3.15K
- 88.73%
$86.87 - $103.67 $274K - $327K
400 $40K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.81K
- 29.07%
$24.91 - $29.02 $194K - $227K
19K $476K
GILD
Gilead Sciences, Inc.

Healthcare
-2.8K
- 86.85%
$89.14 - $117.41 $250K - $329K
424 $47K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.3K
- 25.66%
$57.21 - $65.8 $189K - $217K
9.57K $558K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-8.8K
- 21.8%
$21.75 - $24.28 $191K - $214K
31.6K $696K
EPD
Enterprise Products Partners L.P.

Energy
-7.67K
- 65.01%
$31.75 - $34.14 $244K - $262K
4.13K $140K
OLO
Olo Inc.

Technology
-20.1K
- 30.85%
$5.98 - $8.12 $120K - $164K
45.1K $272K
CMA
Comerica Inc

Financial Services
-3.29K
- 38.1%
$56.11 - $68.38 $185K - $225K
5.35K $315K
V
Visa Inc.

Financial Services
-989
- 24.28%
$306.92 - $362.71 $304K - $359K
3.08K $1.08M
JNJ
Johnson & Johnson

Healthcare
-3.05K
- 20.5%
$142.06 - $167.7 $434K - $512K
11.8K $1.96M
JPM
Jpmorgan Chase & CO

Financial Services
-941
- 6.84%
$225.19 - $279.95 $212K - $263K
12.8K $3.14M
VT
Vanguard Total World Stk Index

ETFs
-1.17K
- 44.44%
$115.08 - $123.97 $135K - $145K
1.47K $169K
INTU
Intuit Inc

Technology
-194
- 56.07%
$555.63 - $630.23 $108K - $122K
152 $93K
NEE
Nextera Energy Inc

Utilities
-1.57K
- 15.74%
$66.96 - $76.16 $105K - $120K
8.4K $595K
MAR
Marriott International Inc

Consumer Cyclical
-18
- 0.66%
$237.01 - $304.45 $4.27K - $5.48K
2.73K $649K
VIG
Vanguard Dividend Appreciation

ETFs
-573
- 15.73%
N/A
3.07K $559K
MRK
Merck & Co., Inc.

Healthcare
-799
- 27.37%
$83.01 - $101.02 $66.3K - $80.7K
2.12K $190K
ABBV
Abb Vie Inc.

Healthcare
-957
- 29.42%
$169.2 - $216.66 $162K - $207K
2.3K $481K
DFAT
Dimensional ETF Tr U S Target

ETFs
-643
- 4.38%
$50.44 - $58.1 $32.4K - $37.4K
14K $722K
FSLR
First Solar, Inc.

Technology
-40
- 2.29%
$126.34 - $197.73 $5.05K - $7.91K
1.71K $215K
ETN
Eaton Corp PLC

Industrials
-85
- 7.43%
$271.83 - $371.23 $23.1K - $31.6K
1.06K $287K
SPYG
Spdr Portfolio

ETFs
-192
- 1.94%
$80.05 - $92.39 $15.4K - $17.7K
9.7K $779K
EW
Edwards Lifesciences Corp

Healthcare
-990
- 37.89%
$67.95 - $76.19 $67.3K - $75.4K
1.62K $117K
CVX
Chevron Corp

Energy
-1.18K
- 20.94%
$146.71 - $167.97 $173K - $198K
4.44K $742K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-574
- 15.11%
$126.11 - $135.06 $72.4K - $77.5K
3.22K $415K
PEP
Pepsico Inc

Consumer Defensive
-82
- 0.3%
$142.64 - $156.42 $11.7K - $12.8K
27K $4.04M
IVW
Ishares S&P 500 Growth ETF

ETFs
-196
- 3.86%
$92.45 - $106.69 $18.1K - $20.9K
4.89K $453K
DUK
Duke Energy Corp

Utilities
-667
- 43.42%
$105.87 - $121.97 $70.6K - $81.4K
869 $105K
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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