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
ASML
Asml Holding Nv

Technology
-8
- 50.0%
$662.63 - $776.99 $5.3K - $6.22K
8 $5K
CNI
Canadian National Railway CO

Industrials
-9
- 0.76%
$95.46 - $106.79 $859 - $961
1.18K $115K
UNP
Union Pacific Corp

Industrials
-70
- 4.82%
$225.21 - $254.42 $15.8K - $17.8K
1.38K $326K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-45
- 95.74%
$105.1 - $109.61 $4.73K - $4.93K
2 $0
HPQ
Hp Inc

Technology
-80
- 14.34%
$27.69 - $34.72 $2.22K - $2.78K
478 $13K
VZ
Verizon Communications Inc

Communication Services
-405
- 15.95%
$37.81 - $46.49 $15.3K - $18.8K
2.13K $96K
SFL
Sfl Corp Ltd.

Industrials
-100
- 4.76%
$8.11 - $11.12 $811 - $1.11K
2K $16K
FTNT
Fortinet, Inc.

Technology
-103
- 3.47%
$92.49 - $114.57 $9.53K - $11.8K
2.87K $275K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-22
- 4.37%
$80.73 - $94.96 $1.78K - $2.09K
482 $40K
XLE
Energy Sector Spdr

ETFs
-101
- 16.16%
$85.7 - $93.96 $8.66K - $9.49K
524 $48K
HEFA
Ishares Currency Hedged Msci E

ETFs
-106
- 68.39%
$34.83 - $37.52 $3.69K - $3.98K
49 $1K
WELL
Welltower Inc.

Real Estate
-35
- 76.09%
$124.05 - $156.86 $4.34K - $5.49K
11 $1K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-99
- 17.37%
$42.5 - $46.71 $4.21K - $4.62K
471 $21K
HCA
Hca Healthcare, Inc.

Healthcare
-20
- 34.48%
$296.7 - $345.55 $5.93K - $6.91K
38 $13K
WMB
Williams Companies, Inc.

Energy
-88
- 35.92%
$54.02 - $61.09 $4.75K - $5.38K
157 $9K
USB
Us Bancorp \De\

Financial Services
-15
- 2.7%
$40.92 - $50.9 $614 - $764
540 $22K
WFC
Wells Fargo & Company

Financial Services
-171
- 3.4%
$66.78 - $81.42 $11.4K - $13.9K
4.87K $349K
SNV
Synovus Financial Corp

Financial Services
-53
- 33.13%
$43.7 - $56.87 $2.32K - $3.01K
107 $5K
WTW
Willis Towers Watson PLC

Financial Services
-13
- 20.63%
$306.61 - $340.78 $3.99K - $4.43K
50 $16K
TRV
Travelers Companies, Inc.

Financial Services
-191
- 9.46%
$232.43 - $265.13 $44.4K - $50.6K
1.83K $483K
CTVA
Corteva, Inc.

Basic Materials
-276
- 11.35%
$55.94 - $66.15 $15.4K - $18.3K
2.16K $135K
MELI
Mercadolibre Inc

Consumer Cyclical
-2
- 40.0%
$1739.0 - $2260.0 $3.48K - $4.52K
3 $5K
LHX
L3 Harris Technologies, Inc.

Industrials
-11
- 2.22%
$194.65 - $222.86 $2.14K - $2.45K
484 $101K
BNDX
Vanguard Total International B

ETFs
-55
- 78.57%
$48.33 - $49.5 $2.66K - $2.72K
15 $0
T
At&T Inc.

Communication Services
-995
- 22.67%
$21.56 - $28.28 $21.5K - $28.1K
3.4K $96K
CAG
Conagra Brands Inc.

Consumer Defensive
-16
- 1.01%
$23.9 - $27.67 $382 - $443
1.57K $41K
TFC
Truist Financial Corp

Financial Services
-56
- 24.45%
$39.48 - $48.15 $2.21K - $2.7K
173 $7K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-39
- 43.33%
$49.67 - $51.43 $1.94K - $2.01K
51 $2K
ADP
Automatic Data Processing Inc

Industrials
-113
- 4.48%
$286.85 - $318.64 $32.4K - $36K
2.41K $736K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-241
- 1.76%
$8.11 - $8.58 $1.95K - $2.07K
13.4K $109K
BP
Bp PLC

Energy
-119
- 26.62%
$29.93 - $35.31 $3.56K - $4.2K
328 $11K
RF
Regions Financial Corp

Financial Services
-26
- 6.34%
$20.84 - $24.77 $542 - $644
384 $8K
OTIS
Otis Worldwide Corp

Industrials
-32
- 11.31%
$90.77 - $104.01 $2.9K - $3.33K
251 $25K
JCI
Johnson Controls International PLC

Industrials
-13
- 19.12%
$76.12 - $90.6 $990 - $1.18K
55 $4K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-58
- 0.19%
$39.4 - $42.61 $2.29K - $2.47K
30K $1.21M
Canadian Pacific Kansas City Com
-50
- 10.04%
N/A
448 $0
D
Dominion Energy, Inc

Utilities
-10
- 3.05%
$52.85 - $57.43 $529 - $574
318 $17K
BFB
Brown Forman Corp Cl B
-467
- 3.77%
N/A
11.9K $0
Blackrock Inc Com
-25
- 21.55%
N/A
91 $0
NRG
Nrg Energy, Inc.

Utilities
-6
- 2.83%
$84.82 - $113.33 $509 - $680
206 $19K
CRH.L
Crh PLC

Basic Materials
-44
- 7.94%
N/A
510 $0
Kenvue Inc Com
-473
- 20.56%
N/A
1.83K $0
Veralto Corp Com Shs
-28
- 2.97%
N/A
914 $0
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-14
- 87.5%
$25.93 - $29.28 $363 - $410
2 $0
OHI
Omega Healthcare Investors Inc

Real Estate
-2
- 0.54%
$35.7 - $38.33 $71.4 - $76.7
366 $13K
Wk Kellogg CO Com Shs
-83
- 11.74%
N/A
624 $0
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-8
- 9.52%
$46.15 - $63.53 $369 - $508
76 $4K
Solventum Corp Com Shs
-5
- 1.76%
N/A
279 $0
PLTR
Palantir Technologies Inc.

Technology
-54
- 9.51%
$64.98 - $124.62 $3.51K - $6.73K
514 $43K
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