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
TGT
Target Corp

Consumer Defensive
-30
- 7.08%
$88.76 - $105.77 $2.66K - $3.17K
394 $38K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-51
- 14.61%
$85.42 - $94.39 $4.36K - $4.81K
298 $27K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-152
- 23.24%
$70.56 - $92.75 $10.7K - $14.1K
502 $45K
TSCO
Tractor Supply CO

Consumer Cyclical
-74
- 57.36%
$47.86 - $55.77 $3.54K - $4.13K
55 $2K
MLKN
Millerknoll, Inc.

Consumer Cyclical
-327
- 6.5%
$15.47 - $19.82 $5.06K - $6.48K
4.71K $91K
USB
Us Bancorp \De\

Financial Services
-125
- 23.15%
$36.4 - $45.76 $4.55K - $5.72K
415 $18K
XLY
Select Sector Spdr Consumer Di

ETFs
-146
- 10.41%
$176.34 - $218.59 $25.7K - $31.9K
1.26K $273K
ARES
Ares Management Corp

Financial Services
-128
- 18.96%
$118.04 - $175.83 $15.1K - $22.5K
547 $94K
CUK
Carnival PLC

Consumer Cyclical
-277
- 80.99%
$14.76 - $25.51 $4.09K - $7.07K
65 $1K
PSX
Phillips 66

Energy
-8
- 1.24%
$92.87 - $125.73 $743 - $1.01K
636 $75K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-37
- 9.07%
$149.76 - $186.42 $5.54K - $6.9K
371 $69K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-58
- 18.83%
$57.41 - $74.81 $3.33K - $4.34K
250 $18K
SCHW
Schwab Charles Corp

Financial Services
-991
- 14.64%
$69.06 - $91.24 $68.4K - $90.4K
5.78K $527K
OEF
Ishares S&P 100 ETF

ETFs
-9
- 1.95%
N/A
453 $120K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-85
- 22.67%
$7.69 - $11.46 $654 - $974
290 $3K
NKE
Nike, Inc.

Consumer Cyclical
-181
- 11.77%
$53.27 - $72.04 $9.64K - $13K
1.36K $96K
FTDS
First Trust Dividend Strength

ETFs
-24
- 7.74%
$44.74 - $52.4 $1.07K - $1.26K
286 $14K
FNDB
Schwab Fundamental U S Broad M

ETFs
-36
- 9.3%
$20.36 - $23.98 $733 - $863
351 $8K
Siriusxm Holdings Inc Common Stock
-402
- 47.18%
N/A
450 $0
Grayscale Ethereum Mini Trust ETF
-33
- 47.14%
N/A
37 $0
Canadian Pacific Kansas City Com
-375
- 83.71%
N/A
73 $0
PWC
Invesco Exchange Traded Fd Tr
-417
- 38.72%
N/A
660 $0
Arm Holdings PLC Sponsored Ads
-3.75K
- 89.12%
N/A
458 $0
AAL
American Airlines Group Inc.

Industrials
-9
- 0.57%
N/A
1.58K $17K
Ge Healthcare Technologies Inc Common Stock
-60
- 17.24%
N/A
288 $0
Grayscale Ethereum Trust ETF
-333
- 46.97%
N/A
376 $0
Ishares Bitcoin Trust ETF
-89
- 4.39%
N/A
1.94K $0
Solventum Corp Com Shs
-52
- 18.64%
N/A
227 $0
CRWD
Crowd Strike Holdings, Inc.

Technology
-50
- 30.3%
$321.63 - $509.31 $16.1K - $25.5K
115 $58K
DELL
Dell Technologies Inc.

Technology
-35
- 26.12%
$71.63 - $125.98 $2.51K - $4.41K
99 $12K
RUM
Rumble Inc.

Technology
-75
- 8.61%
$6.94 - $10.56 $521 - $792
796 $7K
LUMN
Lumen Technologies, Inc.

Communication Services
-13
- 0.44%
$3.07 - $4.51 $39.9 - $58.6
2.96K $12K
CWST
Casella Waste Systems Inc

Industrials
-41
- 2.65%
$103.78 - $120.37 $4.25K - $4.94K
1.51K $173K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-16
- 11.27%
$180.84 - $240.32 $2.89K - $3.85K
126 $30K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-759
- 9.01%
$58.41 - $72.69 $44.3K - $55.2K
7.66K $556K
AMD
Advanced Micro Devices Inc

Technology
-69
- 18.55%
$78.21 - $143.81 $5.4K - $9.92K
303 $42K
GM
General Motors CO

Consumer Cyclical
-32
- 1.1%
$42.48 - $50.46 $1.36K - $1.61K
2.88K $141K
VEU
Vanguard Ftse All World Ex Us

ETFs
-116
- 3.21%
$54.19 - $67.22 $6.29K - $7.8K
3.5K $235K
DTM
Dt Midstream, Inc.

Energy
-465
- 9.11%
$87.23 - $109.91 $40.6K - $51.1K
4.64K $509K
IWM
Ishares Russell 2000 ETF

ETFs
-100
- 3.88%
$174.82 - $215.79 $17.5K - $21.6K
2.48K $534K
CCL
Carnival Corp

Consumer Cyclical
-265
- 7.38%
$16.43 - $28.12 $4.35K - $7.45K
3.33K $93K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-585
- 1.95%
$35.77 - $42.27 $20.9K - $24.7K
29.5K $1.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-84
- 9.88%
$141.37 - $228.57 $11.9K - $19.2K
766 $173K
CSCO
Cisco Systems, Inc.

Technology
-275
- 3.48%
$53.19 - $69.38 $14.6K - $19.1K
7.62K $528K
CAT
Caterpillar Inc

Industrials
-12
- 1.21%
$273.94 - $388.21 $3.29K - $4.66K
977 $379K
IYW
Ishares Dj Us Tech ETF

ETFs
-24
- 1.28%
$122.57 - $173.27 $2.94K - $4.16K
1.86K $321K
VBK
Vanguard Small Cap Growth ETF

ETFs
-181
- 4.16%
$219.76 - $276.94 $39.8K - $50.1K
4.17K $1.15M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-322
- 1.69%
$22.27 - $29.21 $7.17K - $9.41K
18.7K $547K
NFLX
Netflix Inc

Communication Services
-54
- 13.64%
$855.86 - $1339.13 $46.2K - $72.3K
342 $457K
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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