Plante Moran Financial Advisors, LLC Portfolio Holdings

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025

Plante Moran Financial Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 801 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 $663M, Vanguard Extended Market ETF with a value of $116M, Vanguard Ftse Developed Market with a value of $90.6M, Vanguard Large Cap ETF with a value of $39.7M, and Ishares National Muni Bond ETF with a value of $30.9M.

Examining the 13F form we can see an decrease of $41.3M in the current position value, from $1.2B to 1.16B. Also it can be appreciated an additional of 95 stocks purchases and 5 closed positions.

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

Portfolio value $1.16 Billion
ETFs: $1.04 Billion
Technology: $36.6 Million
Financial Services: $19.4 Million
Consumer Cyclical: $12.9 Million
Consumer Defensive: $11.6 Million
Healthcare: $10.5 Million
Communication Services: $8.07 Million
Industrials: $7.91 Million
Other: $9.75 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14T
$18.4 Million 1.59% of portfolio
83,015
Q1 2025 Reduced 13.12%
$3.36T
$8.12 Million 0.7% of portfolio
21,625
Q1 2025 Reduced 15.6%
$655B
$6.5 Million 0.56% of portfolio
12,208
Q1 2025 Reduced 4.0%
$2.05T
$4.6 Million 0.4% of portfolio
24,203
Q1 2025 Added 1.62%
$178B
$4.04 Million 0.35% of portfolio
26,966
Q1 2025 Reduced 0.3%
$765B
$3.14 Million 0.27% of portfolio
12,815
Q1 2025 Reduced 6.84%
$1.01T
$2.76 Million 0.24% of portfolio
17,866
Q1 2025 Reduced 6.99%
$393B
$2.29 Million 0.2% of portfolio
13,411
Q1 2025 Reduced 2.45%
$142B
$2.3 Million 0.2% of portfolio
6,167
Q1 2025 Reduced 16.9%
$1.03T
$2.08 Million 0.18% of portfolio
13,308
Q1 2025 Reduced 9.48%
$327B
$2.05 Million 0.18% of portfolio
18,953
Q1 2025 Reduced 40.08%
$400B
$1.96 Million 0.17% of portfolio
11,844
Q1 2025 Reduced 20.5%
$26.4B
$1.73 Million 0.15% of portfolio
12,532
Q1 2025 Reduced 12.95%
$5.08B
$1.6 Million 0.14% of portfolio
68,800
Q4 2024 Reduced 0.02%
$1.41T
$1.51 Million 0.13% of portfolio
2,626
Q1 2025 Reduced 1.5%
$446B
$1.27 Million 0.11% of portfolio
1,338
Q1 2025 Added 8.78%
$429B
$1.32 Million 0.11% of portfolio
11,111
Q1 2025 Reduced 57.28%
$231B
$1.11 Million 0.1% of portfolio
3,568
Q1 2025 Reduced 64.2%
$678B
$1.14 Million 0.1% of portfolio
1,376
Q1 2025 Added 6.01%
$578B
$1.08 Million 0.09% of portfolio
3,084
Q1 2025 Reduced 24.28%
$421B
$1.06 Million 0.09% of portfolio
7,609
Q1 2025 Added 15.78%
$232B
$985,000 0.08% of portfolio
3,962
Q1 2025 Reduced 32.8%
$276B
$906,000 0.08% of portfolio
5,708
Q1 2025 Reduced 0.09%
$73.8B
$756,000 0.07% of portfolio
1,895
Q3 2024 Reduced 2.02%
$453B
$798,000 0.07% of portfolio
1
Q4 2024 Reduced 66.67%
$267B
$742,000 0.06% of portfolio
4,439
Q1 2025 Reduced 20.94%
$123B
$693,000 0.06% of portfolio
11,578
Q4 2023 Reduced 0.71%
$200B
$654,000 0.06% of portfolio
6,633
Q1 2025 Added 2.52%
$276B
$677,000 0.06% of portfolio
1,293
Q1 2025 Reduced 39.3%
$145B
$670,000 0.06% of portfolio
2,151
Q1 2025 Reduced 70.31%
$133B
$736,000 0.06% of portfolio
2,409
Q1 2025 Reduced 4.48%
$83.6B
$649,000 0.06% of portfolio
2,726
Q1 2025 Reduced 0.66%
$133B
$595,000 0.05% of portfolio
8,403
Q1 2025 Reduced 15.74%
$159B
$529,000 0.05% of portfolio
6,769
Q1 2025 Reduced 0.31%
$20.2B
$534,000 0.05% of portfolio
7,113
Q1 2025 Reduced 18.59%
$134B
$578,000 0.05% of portfolio
2,820
Q3 2024 Reduced 5.02%
$36.6B
$557,000 0.05% of portfolio
2,301
Q1 2025 Reduced 0.95%
$90.6B
$607,000 0.05% of portfolio
8,954
Q1 2025 Reduced 1.64%
$259B
$487,000 0.04% of portfolio
7,899
Q1 2025 Added 9.83%
$63.5B
$483,000 0.04% of portfolio
1,828
Q1 2025 Reduced 9.46%
$92.6B
$457,000 0.04% of portfolio
2,733
Q1 2025 Added 33.45%
$538B
$438,000 0.04% of portfolio
800
Q1 2025 Reduced 2.56%
$195B
$412,000 0.04% of portfolio
3,112
Q1 2025 Added 2.71%
$1.07T
$482,000 0.04% of portfolio
1,863
Q1 2025 Reduced 17.57%
$10.1B
$492,000 0.04% of portfolio
5,104
Q1 2025 Reduced 1.81%
$324B
$481,000 0.04% of portfolio
2,296
Q1 2025 Reduced 29.42%
$146B
$431,000 0.04% of portfolio
3,541
Q4 2024 Reduced 0.65%
$261B
$437,000 0.04% of portfolio
4,982
Q1 2025 Added 13.69%
$230B
$434,000 0.04% of portfolio
3,275
Q1 2025 Reduced 22.56%

Summary

  • Portfolio
  • No. of Stocks 801
  • Current Value $1.16 Billion
  • Prior Value $1.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 95 stocks
  • Additional Purchases 119 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 224 stocks
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