Plante Moran Financial Advisors, LLC Reduced Holdings in Q2 2025

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-21.2K
- 25.57%
$172.42 - $223.89 $3.66M - $4.75M
61.8K $12.7M
MUB
Ishares National Muni Bond ETF

ETFs
-32.3K
- 11.02%
$102.31 - $105.8 $3.31M - $3.42M
261K $27.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.45K
- 20.09%
$483.48 - $539.8 $1.19M - $1.32M
9.76K $4.74M
GNTX
Gentex Corp

Consumer Cyclical
-66.5K
- 96.66%
$20.83 - $23.52 $1.39M - $1.56M
2.3K $50K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-11.6K
- 66.19%
$49.12 - $50.93 $570K - $591K
5.93K $295K
PG
Procter & Gamble CO

Consumer Defensive
-2.36K
- 17.59%
$157.66 - $172.39 $372K - $407K
11.1K $1.76M
BR
Broadridge Financial Solutions, Inc.

Technology
-1.94K
- 84.31%
$217.22 - $246.25 $421K - $478K
361 $87K
JNJ
Johnson & Johnson

Healthcare
-1.9K
- 16.02%
$146.36 - $159.82 $278K - $303K
9.95K $1.52M
ADP
Automatic Data Processing Inc

Industrials
-1.2K
- 49.69%
$276.76 - $326.81 $331K - $391K
1.21K $373K
EMR
Emerson Electric CO

Industrials
-2.68K
- 87.84%
$94.15 - $133.33 $252K - $357K
371 $49K
UNH
Unitedhealth Group Inc

Healthcare
-2
- 0.15%
$274.35 - $599.47 $549 - $1.2K
1.29K $402K
IAU
Ishares Gold Trust

ETFs
-4.3K
- 60.9%
$56.1 - $64.74 $241K - $279K
2.76K $172K
CLX
Clorox CO

Consumer Defensive
-1.6K
- 85.47%
$118.01 - $148.69 $189K - $238K
272 $32K
OLO
Olo Inc.

Technology
-40K
- 88.61%
$5.84 - $9.7 $234K - $388K
5.14K $45K
KO
Coca Cola CO

Consumer Defensive
-3.07K
- 54.3%
$68.37 - $73.9 $210K - $227K
2.58K $182K
PM
Philip Morris International Inc.

Consumer Defensive
-1.87K
- 32.67%
$149.23 - $184.95 $278K - $345K
3.84K $699K
NOW
Service Now, Inc.

Technology
-264
- 81.48%
$721.65 - $1040.18 $191K - $275K
60 $61K
DTE
Dte Energy CO

Utilities
-893
- 7.13%
$127.39 - $139.49 $114K - $125K
11.6K $1.54M
DAL
Delta Air Lines, Inc.

Industrials
-3.82K
- 66.69%
$35.88 - $52.99 $137K - $203K
1.91K $93K
TRV
Travelers Companies, Inc.

Financial Services
-577
- 31.56%
$233.83 - $276.34 $135K - $159K
1.25K $334K
IVE
Ishares S&P 500 Value ETF

ETFs
-857
- 19.56%
$168.34 - $195.42 $144K - $167K
3.53K $688K
OKE
Oneok Inc

Energy
-981
- 33.8%
$78.71 - $100.37 $77.2K - $98.5K
1.92K $156K
IBM
International Business Machines Corp

Technology
-943
- 23.8%
$221.03 - $294.78 $208K - $278K
3.02K $889K
IWD
Ishares Russell 1000 Val ETF

ETFs
-637
- 12.38%
$166.82 - $194.23 $106K - $124K
4.51K $875K
MGM
Mgm Resorts International

Consumer Cyclical
-3.05K
- 96.83%
$25.79 - $34.95 $78.7K - $107K
100 $3K
EPD
Enterprise Products Partners L.P.

Energy
-2.47K
- 59.84%
$28.95 - $34.22 $71.5K - $84.5K
1.66K $51K
AMGN
Amgen Inc

Healthcare
-60
- 2.79%
$262.28 - $309.85 $15.7K - $18.6K
2.09K $583K
NUE
Nucor Corp

Basic Materials
-709
- 86.04%
$103.22 - $131.43 $73.2K - $93.2K
115 $14K
CMA
Comerica Inc

Financial Services
-1.43K
- 26.73%
$50.42 - $59.65 $72.1K - $85.2K
3.92K $233K
LOW
Lowes Companies Inc

Consumer Cyclical
-331
- 46.29%
$210.83 - $235.28 $69.8K - $77.9K
384 $85K
DD
Du Pont De Nemours, Inc.

Basic Materials
-979
- 47.99%
$55.13 - $75.25 $54K - $73.7K
1.06K $72K
TMUS
T Mobile Us, Inc.

Communication Services
-250
- 37.54%
$220.99 - $268.54 $55.2K - $67.1K
416 $99K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.09K
- 12.21%
$63.54 - $68.5 $69.4K - $74.9K
7.86K $530K
BSX
Boston Scientific Corp

Healthcare
-756
- 56.67%
$89.7 - $107.41 $67.8K - $81.2K
578 $62K
URI
United Rentals, Inc.

Industrials
-113
- 94.17%
$551.94 - $753.4 $62.4K - $85.1K
7 $5K
ISRG
Intuitive Surgical Inc

Healthcare
-163
- 33.61%
$451.58 - $565.94 $73.6K - $92.2K
322 $174K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.57K
- 41.02%
$41.79 - $54.16 $65.7K - $85.1K
2.26K $119K
CEG
Constellation Energy Corp

Utilities
-408
- 70.83%
$170.96 - $322.76 $69.8K - $132K
168 $54K
CMS
Cms Energy Corp

Utilities
-288
- 4.05%
$68.57 - $75.51 $19.7K - $21.7K
6.83K $472K
T
At&T Inc.

Communication Services
-2.08K
- 61.21%
$26.33 - $28.94 $54.7K - $60.1K
1.32K $38K
MTB
M&T Bank Corp

Financial Services
-320
- 50.79%
$156.58 - $193.99 $50.1K - $62.1K
310 $60K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.13K
- 7.65%
$24.32 - $27.87 $27.5K - $31.5K
13.6K $361K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.22K
- 30.07%
$60.22 - $80.1 $73.2K - $97.3K
2.83K $226K
MO
Altria Group, Inc.

Consumer Defensive
-782
- 46.35%
$55.56 - $60.91 $43.4K - $47.6K
905 $53K
CTVA
Corteva, Inc.

Basic Materials
-979
- 45.43%
$55.52 - $74.53 $54.4K - $73K
1.18K $87K
DGRO
Ishares Core Dividend Growth E

ETFs
-865
- 23.8%
$55.22 - $63.94 $47.8K - $55.3K
2.77K $177K
VHT
Vanguard Health Care ETF

ETFs
-128
- 15.96%
$236.71 - $261.92 $30.3K - $33.5K
674 $167K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-125
- 38.46%
$225.56 - $335.19 $28.2K - $41.9K
200 $47K
GE
General Electric CO

Industrials
-528
- 32.12%
$166.81 - $257.39 $88.1K - $136K
1.12K $287K
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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