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 Market Cap. of $2 Billions to $10 Billions
