Plante Moran Financial Advisors, LLC Portfolio Holdings

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025

Plante Moran Financial Advisors, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.42 Billion distributed in 772 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $802M, Vanguard Extended Market ETF with a value of $136M, Vanguard Ftse Developed Market with a value of $111M, Vanguard Large Cap ETF with a value of $94M, and Ishares National Muni Bond ETF with a value of $27.3M.

Examining the 13F form we can see an increase of $262M in the current position value, from $1.16B to 1.42B.

Below you can find more details about Plante Moran Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.42 Billion
ETFs: $1.31 Billion
Technology: $33.1 Million
Financial Services: $20.7 Million
Consumer Cyclical: $13.2 Million
Healthcare: $11.1 Million
Consumer Defensive: $9.9 Million
Communication Services: $8.7 Million
Industrials: $6.98 Million
Other: $8.75 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$12.7 Million 0.89% of portfolio
61,792
Q2 2025 Reduced 25.57%
$3.95T
$10.1 Million 0.71% of portfolio
20,253
Q2 2025 Reduced 6.34%
$2.26T
$5.26 Million 0.37% of portfolio
23,992
Q2 2025 Reduced 0.87%
$621B
$4.74 Million 0.33% of portfolio
9,755
Q2 2025 Reduced 20.09%
$859B
$3.66 Million 0.26% of portfolio
12,635
Q2 2025 Reduced 1.4%
$202B
$3.6 Million 0.25% of portfolio
27,288
Q2 2025 Added 1.19%
$142B
$3.28 Million 0.23% of portfolio
8,300
Q2 2025 Added 34.59%
$1.21T
$2.95 Million 0.21% of portfolio
16,748
Q2 2025 Reduced 6.26%
$7.33B
$2.79 Million 0.2% of portfolio
44,900
Q2 2025 New
$456B
$2.39 Million 0.17% of portfolio
15,154
Q2 2025 Reduced 20.04%
$1.24T
$2.2 Million 0.15% of portfolio
12,406
Q2 2025 Reduced 6.78%
$368B
$1.76 Million 0.12% of portfolio
11,052
Q2 2025 Reduced 17.59%
$1.78T
$1.65 Million 0.12% of portfolio
2,238
Q2 2025 Reduced 14.78%
$452B
$1.52 Million 0.11% of portfolio
9,947
Q2 2025 Reduced 16.02%
$439B
$1.5 Million 0.11% of portfolio
1,514
Q2 2025 Added 13.15%
$27.1B
$1.54 Million 0.11% of portfolio
11,639
Q2 2025 Reduced 7.13%
$405B
$1.37 Million 0.1% of portfolio
3,734
Q2 2025 Added 4.74%
$608B
$1.37 Million 0.1% of portfolio
1,756
Q2 2025 Added 27.62%
$442B
$1.31 Million 0.09% of portfolio
12,133
Q2 2025 Added 9.2%
$222B
$1.3 Million 0.09% of portfolio
4,442
Q2 2025 Added 24.5%
$551B
$1.07 Million 0.08% of portfolio
3,006
Q2 2025 Reduced 2.53%
$86B
$808,000 0.06% of portfolio
2,960
Q2 2025 Added 8.58%
$207B
$894,000 0.06% of portfolio
7,215
Q2 2025 Added 8.77%
$133B
$850,000 0.06% of portfolio
11,578
Q4 2023 Reduced 0.71%
$210B
$889,000 0.06% of portfolio
3,019
Q2 2025 Reduced 23.8%
$423B
$728,000 0.05% of portfolio
1
Q4 2024 Reduced 66.67%
$261B
$699,000 0.05% of portfolio
3,843
Q2 2025 Reduced 32.67%
$75.3B
$676,000 0.05% of portfolio
1,895
Q3 2024 Reduced 2.02%
$302B
$719,000 0.05% of portfolio
5,025
Q2 2025 Added 13.2%
$40.4B
$641,000 0.05% of portfolio
4,330
Q2 2025 Added 217.68%
$150B
$610,000 0.04% of portfolio
3,091
Q2 2025 Added 9.61%
$127B
$627,000 0.04% of portfolio
2,275
Q2 2025 Reduced 16.76%
$84.1B
$530,000 0.04% of portfolio
7,861
Q2 2025 Reduced 12.21%
$229B
$502,000 0.04% of portfolio
3,691
Q2 2025 Added 12.7%
$179B
$527,000 0.04% of portfolio
5,778
Q2 2025 Reduced 14.64%
$293B
$528,000 0.04% of portfolio
7,624
Q2 2025 Reduced 3.48%
$10B
$509,000 0.04% of portfolio
4,639
Q2 2025 Reduced 9.11%
$1.08T
$586,000 0.04% of portfolio
1,846
Q2 2025 Reduced 0.91%
$152B
$583,000 0.04% of portfolio
2,091
Q2 2025 Reduced 2.79%
$141B
$575,000 0.04% of portfolio
8,286
Q2 2025 Reduced 1.39%
$173B
$399,000 0.03% of portfolio
2,507
Q2 2025 Added 10.05%
$351B
$477,000 0.03% of portfolio
2,574
Q2 2025 Added 12.11%
$155B
$437,000 0.03% of portfolio
3,541
Q4 2024 Reduced 0.65%
$302B
$390,000 0.03% of portfolio
4,877
Q2 2025 Added 0.25%
$145B
$397,000 0.03% of portfolio
1,114
Q2 2025 Added 5.19%
$545B
$457,000 0.03% of portfolio
342
Q2 2025 Reduced 13.64%
$102B
$399,000 0.03% of portfolio
4,350
Q2 2025 Added 0.32%
$218B
$379,000 0.03% of portfolio
977
Q2 2025 Reduced 1.21%
$1.3B
$373,000 0.03% of portfolio
16,375
Q2 2021 Reduced 0.65%

Summary

  • Portfolio
  • No. of Stocks 772
  • Current Value $1.42 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 84 stocks
  • Additional Purchases 182 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
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