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
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.49K
- 8.92%
$74.85 - $84.89 $111K - $126K
15.2K $1.24M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-69
- 14.47%
$168.84 - $202.89 $11.6K - $14K
408 $71K
EWJ
Ishares Msci Japan ETF

ETFs
-301
- 84.55%
$65.24 - $71.7 $19.6K - $21.6K
55 $3K
CCL
Carnival Corp

Consumer Cyclical
-20
- 0.55%
$19.08 - $28.49 $382 - $570
3.59K $70K
VNQ
Vanguard Specialized Funds Van

ETFs
-212
- 45.59%
$85.55 - $94.34 $18.1K - $20K
253 $22K
PG
Procter & Gamble CO

Consumer Defensive
-337
- 2.45%
$158.56 - $176.26 $53.4K - $59.4K
13.4K $2.29M
NVO
Novo Nordisk A S

Healthcare
-131
- 21.1%
$69.3 - $90.95 $9.08K - $11.9K
490 $34K
CSX
Csx Corp

Industrials
-320
- 11.34%
$29.11 - $33.67 $9.32K - $10.8K
2.5K $73K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-216
- 38.23%
$87.68 - $94.52 $18.9K - $20.4K
349 $32K
SHOP
Shopify Inc.

Technology
-46
- 3.81%
$90.59 - $129.31 $4.17K - $5.95K
1.16K $110K
SYY
Sysco Corp

Consumer Defensive
-212
- 15.57%
$70.0 - $77.13 $14.8K - $16.4K
1.15K $86K
VMC
Vulcan Materials CO

Basic Materials
-46
- 14.29%
$220.9 - $277.54 $10.2K - $12.8K
276 $64K
WEX
Wex Inc.

Technology
-75
- 23.08%
$148.29 - $186.78 $11.1K - $14K
250 $39K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-33
- 18.23%
$333.37 - $384.99 $11K - $12.7K
148 $49K
LOW
Lowes Companies Inc

Consumer Cyclical
-28
- 3.77%
$222.66 - $268.42 $6.23K - $7.52K
715 $166K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-151
- 49.51%
$97.38 - $104.52 $14.7K - $15.8K
154 $15K
TXN
Texas Instruments Inc

Technology
-78
- 12.3%
N/A
556 $108K
PFE
Pfizer Inc

Healthcare
-252
- 3.61%
$25.01 - $27.13 $6.3K - $6.84K
6.73K $170K
FDX
Fedex Corp

Industrials
-38
- 31.4%
$230.33 - $281.53 $8.75K - $10.7K
83 $20K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-267
- 30.62%
$49.78 - $53.19 $13.3K - $14.2K
605 $30K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-145
- 48.99%
$77.33 - $90.16 $11.2K - $13.1K
151 $11K
HBAN
Huntington Bancshares Inc

Financial Services
-130
- 1.47%
$14.28 - $17.39 $1.86K - $2.26K
8.72K $130K
OEF
Ishares S&P 100 ETF

ETFs
-49
- 9.59%
N/A
462 $122K
TTE
Total Energies Se

Energy
-185
- 27.82%
N/A
480 $32K
IWS
Ishares Russell Midcap Value E

ETFs
-48
- 2.6%
$122.59 - $135.24 $5.88K - $6.49K
1.8K $226K
WHR
Whirlpool Corp

Consumer Cyclical
-28
- 7.76%
$88.58 - $133.14 $2.48K - $3.73K
333 $30K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-66
- 17.65%
$65.15 - $91.81 $4.3K - $6.06K
308 $20K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-205
- 58.24%
$48.06 - $53.73 $9.85K - $11K
147 $7K
SMR
Nuscale Power Corp

Industrials
-500
- 66.67%
$14.16 - $29.08 $7.08K - $14.5K
250 $3K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-30
- 38.46%
$308.87 - $383.33 $9.27K - $11.5K
48 $15K
MBB
Ishares Tr

ETFs
-99
- 90.83%
$90.37 - $94.08 $8.95K - $9.31K
10 $0
FNDC
Schwab Fundamental Intl Small

ETFs
-287
- 50.35%
$33.34 - $37.44 $9.57K - $10.7K
283 $10K
CARR
Carrier Global Corp

Industrials
-85
- 14.46%
$62.07 - $70.55 $5.28K - $6K
503 $31K
EL
Estee Lauder Companies Inc

Consumer Defensive
-66
- 10.78%
$64.26 - $85.48 $4.24K - $5.64K
546 $36K
ENB
Enbridge Inc

Energy
-255
- 18.56%
$41.54 - $45.45 $10.6K - $11.6K
1.12K $49K
FICO
Fair Isaac Corp

Technology
-4
- 40.0%
$1695.35 - $2030.47 $6.78K - $8.12K
6 $11K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-53
- 8.53%
$77.91 - $92.26 $4.13K - $4.89K
568 $45K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-182
- 56.7%
$47.39 - $54.26 $8.62K - $9.88K
139 $7K
RY
Royal Bank Of Canada

Financial Services
-50
- 17.06%
$108.81 - $123.4 $5.44K - $6.17K
243 $27K
GIS
General Mills Inc

Consumer Defensive
-85
- 11.53%
$57.56 - $65.3 $4.89K - $5.55K
652 $38K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-24
- 3.68%
$47.25 - $67.02 $1.13K - $1.61K
629 $29K
SPG
Simon Property Group Inc

Real Estate
-43
- 95.56%
$159.48 - $187.78 $6.86K - $8.07K
2 $0
AVUV
American Centy ETF Tr Avantis

ETFs
-38
- 8.64%
$84.95 - $100.62 $3.23K - $3.82K
402 $35K
HAL
Halliburton CO

Energy
-248
- 70.45%
$24.15 - $29.9 $5.99K - $7.42K
104 $2K
ICE
Intercontinental Exchange, Inc.

Financial Services
-48
- 82.76%
$142.8 - $176.36 $6.85K - $8.47K
10 $1K
CRL
Charles River Laboratories International, Inc.

Healthcare
-31
- 79.49%
$150.52 - $190.14 $4.67K - $5.89K
8 $1K
C
Citigroup Inc

Financial Services
-73
- 30.17%
$67.23 - $84.63 $4.91K - $6.18K
169 $11K
IEFA
Ishares Tr

ETFs
-362
- 9.09%
$69.57 - $78.65 $25.2K - $28.5K
3.62K $273K
DTE
Dte Energy CO

Utilities
-1.87K
- 12.95%
$117.6 - $138.27 $219K - $258K
12.5K $1.73M
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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email