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 Market Cap. of $2 Billions to $10 Billions
