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
ETR
Entergy Corp

Utilities
-22
- 8.46%
$75.26 - $87.89 $1.66K - $1.93K
238 $20K
VRSK
Verisk Analytics, Inc.

Industrials
-18
- 6.72%
$268.63 - $301.33 $4.84K - $5.42K
250 $74K
AZO
Autozone Inc

Consumer Cyclical
-1
- 11.11%
$3193.96 - $3828.11 $3.19K - $3.83K
8 $30K
PGR
Progressive Corp

Financial Services
-25
- 11.57%
$235.61 - $291.22 $5.89K - $7.28K
191 $54K
WEC
Wec Energy Group, Inc.

Utilities
-4
- 1.54%
$92.12 - $108.98 $368 - $436
256 $27K
MDT
Medtronic PLC

Healthcare
-27
- 4.65%
$79.84 - $94.5 $2.16K - $2.55K
554 $49K
VEU
Vanguard Ftse All World Ex Us

ETFs
-152
- 4.04%
$56.51 - $62.98 $8.59K - $9.57K
3.62K $219K
NI
Nisource Inc.

Utilities
-22
- 1.77%
$35.57 - $41.23 $783 - $907
1.22K $49K
BMY
Bristol Myers Squibb CO

Healthcare
-12
- 1.06%
$53.9 - $63.11 $647 - $757
1.12K $68K
PFG
Principal Financial Group Inc

Financial Services
-5
- 0.91%
$76.34 - $89.04 $382 - $445
546 $46K
KMB
Kimberly Clark Corp

Consumer Defensive
-5
- 0.94%
$124.46 - $147.4 $622 - $737
528 $75K
EFV
Msci Eafe Value ETF

ETFs
-523
- 9.29%
$51.88 - $60.73 $27.1K - $31.8K
5.11K $301K
MA
Mastercard Inc

Financial Services
-21
- 2.56%
$504.67 - $576.31 $10.6K - $12.1K
800 $438K
MO
Altria Group, Inc.

Consumer Defensive
-100
- 5.6%
$50.81 - $60.02 $5.08K - $6K
1.69K $101K
SO
Southern CO

Utilities
-402
- 8.48%
$80.96 - $92.96 $32.5K - $37.4K
4.34K $398K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-88
- 2.98%
$75.32 - $84.77 $6.63K - $7.46K
2.87K $234K
WM
Waste Management Inc

Industrials
-15
- 2.98%
$200.54 - $233.78 $3.01K - $3.51K
488 $112K
SCHW
Schwab Charles Corp

Financial Services
-21
- 0.31%
$71.24 - $83.64 $1.5K - $1.76K
6.77K $529K
BR
Broadridge Financial Solutions, Inc.

Technology
-22
- 0.95%
$221.46 - $244.83 $4.87K - $5.39K
2.3K $557K
GLD
Spdr Gold Trust

ETFs
-97
- 7.27%
$243.19 - $288.14 $23.6K - $27.9K
1.24K $356K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-149
- 1.64%
$56.12 - $68.15 $8.36K - $10.2K
8.95K $607K
PM
Philip Morris International Inc.

Consumer Defensive
-5
- 0.09%
$117.15 - $158.79 $586 - $794
5.71K $906K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-509
- 4.0%
$442.66 - $534.52 $225K - $272K
12.2K $6.5M
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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