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
IWM
Ishares Russell 2000 ETF

ETFs
-21
- 0.81%
$198.1 - $229.79 $4.16K - $4.83K
2.58K $514K
INTC
Intel Corp

Technology
-3.55K
- 45.1%
$19.1 - $27.39 $67.7K - $97.2K
4.32K $98K
META
Meta Platforms, Inc.

Communication Services
-40
- 1.5%
$576.36 - $736.67 $23.1K - $29.5K
2.63K $1.51M
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.06%
$217.89 - $252.64 $436 - $505
3.08K $682K
LDOS
Leidos Holdings, Inc.

Technology
-280
- 13.31%
$126.82 - $161.11 $35.5K - $45.1K
1.82K $245K
VOT
Vanguard Mid Cap Growth Index

ETFs
-155
- 8.14%
$237.72 - $276.98 $36.8K - $42.9K
1.75K $427K
WTFC
Wintrust Financial Corp

Financial Services
-379
- 35.62%
$107.76 - $136.92 $40.8K - $51.9K
685 $77K
ADM
Archer Daniels Midland CO

Consumer Defensive
-887
- 18.8%
$45.22 - $52.17 $40.1K - $46.3K
3.83K $183K
XLV
Select Sector Spdr Fund Health

ETFs
-466
- 27.92%
$137.61 - $149.68 $64.1K - $69.8K
1.2K $175K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-930
- 49.49%
$54.25 - $57.64 $50.5K - $53.6K
949 $52K
CMS
Cms Energy Corp

Utilities
-1.62K
- 18.59%
$64.99 - $75.11 $106K - $122K
7.11K $534K
AAL
American Airlines Group Inc.

Industrials
-4.27K
- 72.91%
N/A
1.59K $17K
DVY
Ishares Tr

ETFs
-406
- 16.09%
$128.58 - $138.1 $52.2K - $56.1K
2.12K $284K
ABT
Abbott Laboratories

Healthcare
-954
- 22.56%
$111.1 - $140.22 $106K - $134K
3.28K $434K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-7
- 0.63%
$522.96 - $601.18 $3.66K - $4.21K
1.1K $584K
VCIT
Vanguard Intermediate Term Cor

ETFs
-680
- 7.47%
$79.17 - $82.04 $53.8K - $55.8K
8.43K $689K
CVS
Cvs Health Corp

Healthcare
-1.25K
- 66.26%
$44.22 - $68.64 $55.1K - $85.6K
635 $43K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-15
- 0.43%
$121.0 - $142.28 $1.82K - $2.13K
3.49K $434K
IWR
Ishares Russell Mid Cap ETF

ETFs
-111
- 1.24%
$82.81 - $92.93 $9.19K - $10.3K
8.82K $750K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-662
- 27.79%
$68.32 - $75.06 $45.2K - $49.7K
1.72K $128K
FITB
Fifth Third Bancorp

Financial Services
-758
- 32.06%
$37.48 - $44.96 $28.4K - $34.1K
1.61K $62K
DOW
Dow Inc.

Basic Materials
-713
- 32.57%
$34.36 - $41.92 $24.5K - $29.9K
1.48K $51K
BX
Blackstone Inc.

Financial Services
-63
- 7.61%
$136.53 - $186.74 $8.6K - $11.8K
765 $106K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-128
- 6.56%
$168.16 - $186.21 $21.5K - $23.8K
1.82K $311K
ADBE
Adobe Inc.

Technology
-10
- 1.91%
$377.84 - $464.11 $3.78K - $4.64K
514 $197K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-474
- 2.63%
$50.17 - $51.45 $23.8K - $24.4K
17.5K $883K
KMI
Kinder Morgan, Inc.

Energy
-1.27K
- 78.91%
$26.1 - $31.22 $33.2K - $39.7K
340 $9K
TGT
Target Corp

Consumer Defensive
-148
- 25.87%
$103.65 - $142.5 $15.3K - $21.1K
424 $44K
EFG
Msci Eafe Growth ETF

ETFs
-386
- 18.29%
$96.1 - $106.37 $37.1K - $41.1K
1.72K $172K
MFC
Manulife Financial Corp

Financial Services
-1.09K
- 14.06%
$28.41 - $31.82 $31K - $34.7K
6.66K $207K
MLKN
Millerknoll, Inc.

Consumer Cyclical
-620
- 10.97%
$18.34 - $23.29 $11.4K - $14.4K
5.03K $96K
IEMG
Ishares Inc

ETFs
-526
- 93.76%
N/A
35 $1K
VPU
Vanguard Utilities ETF

ETFs
-179
- 73.97%
$161.24 - $173.33 $28.9K - $31K
63 $10K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-621
- 74.19%
$44.72 - $46.25 $27.8K - $28.7K
216 $9K
ITW
Illinois Tool Works Inc

Industrials
-100
- 15.5%
$244.9 - $274.48 $24.5K - $27.4K
545 $135K
CMCSA
Comcast Corp

Communication Services
-627
- 12.71%
$33.19 - $38.23 $20.8K - $24K
4.31K $158K
HON
Honeywell International Inc

Industrials
-41
- 3.27%
$202.75 - $226.52 $8.31K - $9.29K
1.21K $256K
MAS
Masco Corp

Industrials
-332
- 31.38%
$68.67 - $81.85 $22.8K - $27.2K
726 $50K
CRM
Salesforce, Inc.

Technology
-27
- 9.12%
$268.36 - $359.95 $7.25K - $9.72K
269 $72K
CDNS
Cadence Design Systems Inc

Technology
-80
- 62.02%
$233.96 - $324.52 $18.7K - $26K
49 $12K
DTM
Dt Midstream, Inc.

Energy
-94
- 1.81%
$86.95 - $113.75 $8.17K - $10.7K
5.1K $492K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-920
- 99.03%
$25.54 - $27.64 $23.5K - $25.4K
9 $0
K
Kellogg CO

Consumer Defensive
-332
- 11.71%
$81.06 - $82.9 $26.9K - $27.5K
2.5K $206K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-520
- 10.96%
$23.16 - $27.04 $12K - $14.1K
4.23K $99K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-484
- 28.93%
$63.07 - $73.5 $30.5K - $35.6K
1.19K $83K
ZTS
Zoetis Inc.

Healthcare
-146
- 36.87%
$156.48 - $175.67 $22.8K - $25.6K
250 $41K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-326
- 33.82%
$71.17 - $73.66 $23.2K - $24K
638 $46K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-211
- 24.94%
$113.59 - $123.29 $24K - $26K
635 $74K
UPS
United Parcel Service Inc

Industrials
-67
- 7.73%
$109.66 - $136.26 $7.35K - $9.13K
800 $87K
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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