Plante Moran Financial Advisors, LLC Sells in Q2 2025

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
-76
- 32.48%
$652.83 - $732.78 $49.6K - $55.7K
158 $115K
UPST
Upstart Holdings, Inc.

Financial Services
-854
- 98.27%
$34.8 - $64.85 $29.7K - $55.4K
15 $0
CAG
Conagra Brands Inc.

Consumer Defensive
-1.51K
- 95.93%
$20.4 - $26.78 $30.8K - $40.4K
64 $1K
ADI
Analog Devices Inc

Technology
-245
- 46.23%
$164.6 - $238.02 $40.3K - $58.3K
285 $67K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.83K
- 23.85%
$20.84 - $24.54 $38.2K - $45K
5.85K $143K
AEP
American Electric Power CO Inc

Utilities
-325
- 52.0%
$98.59 - $109.11 $32K - $35.5K
300 $31K
IDXX
Idexx Laboratories Inc

Healthcare
-100
- 66.67%
$361.04 - $536.34 $36.1K - $53.6K
50 $26K
NI
Nisource Inc.

Utilities
-901
- 73.61%
$37.11 - $40.64 $33.4K - $36.6K
323 $13K
GD
General Dynamics Corp

Industrials
-153
- 31.22%
$247.68 - $291.66 $37.9K - $44.6K
337 $98K
GLD
Spdr Gold Trust

ETFs
-173
- 13.99%
$273.71 - $316.29 $47.4K - $54.7K
1.06K $324K
EQT
Eqt Corp

Energy
-599
- 52.82%
$46.11 - $60.44 $27.6K - $36.2K
535 $31K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-4.2K
- 31.3%
$7.19 - $8.75 $30.2K - $36.7K
9.22K $80K
VMC
Vulcan Materials CO

Basic Materials
-138
- 50.0%
$226.49 - $276.01 $31.3K - $38.1K
138 $35K
FISV
Fiserv Inc

Technology
-220
- 22.68%
N/A
750 $93K
MMM
3 M CO

Industrials
-208
- 19.81%
$126.09 - $154.15 $26.2K - $32.1K
842 $128K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-503
- 95.99%
$50.56 - $59.57 $25.4K - $30K
21 $1K
PLD
Prologis, Inc.

Real Estate
-229
- 67.75%
$89.76 - $112.34 $20.6K - $25.7K
109 $11K
F
Ford Motor CO

Consumer Cyclical
-4.62K
- 15.35%
$8.69 - $10.85 $40.2K - $50.2K
25.5K $276K
AMAT
Applied Materials Inc

Technology
-315
- 36.5%
$126.95 - $183.52 $40K - $57.8K
548 $100K
AXON
Axon Enterprise, Inc.

Industrials
-185
- 43.53%
$497.13 - $827.94 $92K - $153K
240 $198K
PANW
Palo Alto Networks Inc

Technology
-264
- 29.93%
$152.44 - $204.64 $40.2K - $54K
618 $126K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-107
- 9.76%
$468.22 - $566.51 $50.1K - $60.6K
989 $560K
TXN
Texas Instruments Inc

Technology
-118
- 21.22%
N/A
438 $85K
KHC
Kraft Heinz CO

Consumer Defensive
-697
- 90.99%
$25.61 - $30.81 $17.9K - $21.5K
69 $1K
MA
Mastercard Inc

Financial Services
-57
- 7.12%
$479.92 - $590.74 $27.4K - $33.7K
743 $417K
HSBC
Hsbc Holdings PLC

Financial Services
-385
- 63.74%
$46.68 - $61.09 $18K - $23.5K
219 $13K
CRM
Salesforce, Inc.

Technology
-80
- 29.74%
$236.26 - $291.15 $18.9K - $23.3K
189 $51K
DOW
Dow Inc.

Basic Materials
-300
- 20.33%
$25.81 - $34.89 $7.74K - $10.5K
1.18K $31K
NEE
Nextera Energy Inc

Utilities
-117
- 1.39%
$64.11 - $75.0 $7.5K - $8.78K
8.29K $575K
AMT
American Tower Corp

Real Estate
-92
- 38.02%
$203.96 - $228.19 $18.8K - $21K
150 $33K
SBUX
Starbucks Corp

Consumer Cyclical
-83
- 4.97%
$79.69 - $99.41 $6.61K - $8.25K
1.59K $145K
CMI
Cummins Inc

Industrials
-58
- 36.71%
$267.12 - $336.65 $15.5K - $19.5K
100 $32K
LDOS
Leidos Holdings, Inc.

Technology
-374
- 20.52%
$132.9 - $160.3 $49.7K - $60K
1.45K $228K
ATO
Atmos Energy Corp

Utilities
-100
- 13.14%
$145.06 - $162.66 $14.5K - $16.3K
661 $101K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-69
- 37.3%
$273.67 - $366.17 $18.9K - $25.3K
116 $42K
RTX
Raytheon Technologies Corp

Industrials
-388
- 12.47%
$113.75 - $148.48 $44.1K - $57.6K
2.72K $397K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-325
- 69.0%
$39.89 - $49.46 $13K - $16.1K
146 $7K
V
Visa Inc.

Financial Services
-78
- 2.53%
$308.27 - $373.31 $24K - $29.1K
3.01K $1.07M
MRVL
Marvell Technology, Inc.

Technology
-275
- 49.19%
$49.38 - $79.97 $13.6K - $22K
284 $21K
MSTR
Microstrategy Inc

Technology
-49
- 71.01%
$237.95 - $421.61 $11.7K - $20.7K
20 $8K
ET
Energy Transfer LP

Energy
-500
- 10.71%
$15.65 - $18.93 $7.83K - $9.47K
4.17K $75K
BAC
Bank Of America Corp

Financial Services
-1K
- 15.23%
$34.39 - $47.46 $34.5K - $47.6K
5.58K $264K
LIT
Global X Fds Global X Lithium

ETFs
-241
- 65.14%
$31.82 - $39.24 $7.67K - $9.46K
129 $4K
VZ
Verizon Communications Inc

Communication Services
-59
- 2.76%
$41.67 - $45.62 $2.46K - $2.69K
2.08K $89K
FE
Firstenergy Corp

Utilities
-160
- 79.21%
$38.31 - $43.17 $6.13K - $6.91K
42 $1K
PCG
Pg&E Corp

Utilities
-320
- 35.36%
$13.55 - $17.87 $4.34K - $5.72K
585 $8K
SA
Seabridge Gold Inc

Basic Materials
-634
- 94.49%
$9.75 - $14.93 $6.18K - $9.47K
37 $0
ICF
Ishares Tr

ETFs
-110
- 24.55%
$54.56 - $62.47 $6K - $6.87K
338 $20K
INTC
Intel Corp

Technology
-178
- 4.12%
$18.13 - $22.69 $3.23K - $4.04K
4.14K $92K
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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