Plante Moran Financial Advisors, LLC Portfolio Holdings by Sector
Plante Moran Financial Advisors, LLC
- $1.16 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VXF VEA VV MUB SPY VBR SPDW 219 stocks |
$1.04 Million
89.49% of portfolio
|
65
|
70
|
32
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$18,619
1.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL FTNT ADBE PANW CRWD PLTR WEX 13 stocks |
$9,981
0.86% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A HIG 3 stocks |
$7,322
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META SPOT PINS ZG 6 stocks |
$6,395
0.55% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,188
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY AMGN ABBV MRK PFE BMY GILD 11 stocks |
$4,730
0.41% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN W MELI EBAY 4 stocks |
$4,619
0.4% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM TD WFC BAC HSBC RY C NU 8 stocks |
$4,531
0.39% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$4,447
0.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DTE NEE CMS SO DUK IDA AEP AEE 15 stocks |
$3,693
0.32% of portfolio
|
2
|
9
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM TSM TXN ADI INTC AMD 11 stocks |
$3,413
0.29% of portfolio
|
5
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT BSX EW MDT PODD PHG DXCM 14 stocks |
$3,109
0.27% of portfolio
|
3
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX CL KMB EL CHD UL 7 stocks |
$2,798
0.24% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM BR LDOS ACN FISV SAIC CDW KD 10 stocks |
$2,185
0.19% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX TTE BP 4 stocks |
$2,106
0.18% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP CACC COF UPST PYPL ALLY 9 stocks |
$2,099
0.18% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM DRI SBUX DENN YUMC CMG PTLO 10 stocks |
$1,859
0.16% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$1,746
0.15% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR GE ETN DOV PH ITW CMI MIDD 13 stocks |
$1,706
0.15% of portfolio
|
3
|
5
|
- |
1
|
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
GNTX MGA AXL 3 stocks |
$1,607
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,472
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV PRA ALL PGR THG RLI CB 7 stocks |
$1,199
0.1% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CMA HBAN NBTB MTB WTFC WAL PNC FITB 17 stocks |
$1,178
0.1% of portfolio
|
3
|
9
|
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX AXON GD BA LHX NOC LMT HWM 11 stocks |
$1,118
0.1% of portfolio
|
8
|
2
|
2
|
1
|
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
DTM OKE EPD ET ENB PAA KMI WMB 9 stocks |
$1,083
0.09% of portfolio
|
3
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX WBD NWSA LYV 5 stocks |
$1,027
0.09% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,007
0.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F GM STLA RACE NIO 6 stocks |
$948
0.08% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
OLO NOW SHOP INTU CRM DUOL MSTR TTD 15 stocks |
$929
0.08% of portfolio
|
2
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC UNP CNI CSX WAB 5 stocks |
$877
0.08% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON MMC WTW 3 stocks |
$833
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX RHI 3 stocks |
$784
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI ELV 4 stocks |
$782
0.07% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR IDXX TMO NEOG A DGX CRL 7 stocks |
$782
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW MS RJF TW GS LPLA 6 stocks |
$737
0.06% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR EXG BX ARES XFLT PFG VCTR TY 20 stocks |
$704
0.06% of portfolio
|
4
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT IHG 3 stocks |
$661
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI NOK HPE 4 stocks |
$636
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$630
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
RPM DD ECL ODC APD BCPC OLN 7 stocks |
$621
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE SHYF 3 stocks |
$612
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL MFC GL PRU MET BHF 6 stocks |
$580
0.05% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS CMCSA VZ T CHTR LUMN BCE 7 stocks |
$567
0.05% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ALNY VRTX VRNA NVO ABSI EDIT MRNA ADAP 8 stocks |
$543
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU ROST FL 4 stocks |
$523
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
K MKC CPB CAG GIS LW HRL KHC 10 stocks |
$473
0.04% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG COP EQT NRT CHRD OXY SM SJT 9 stocks |
$456
0.04% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO UPS FDX EXPD GXO 5 stocks |
$410
0.04% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM IEP 3 stocks |
$410
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CWST WM RSG 3 stocks |
$364
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM GPC ORLY MUSA AZO DKS GME ULTA 10 stocks |
$353
0.03% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AYI HUBB VRT 3 stocks |
$324
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL LUV AAL 3 stocks |
$291
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT ONTO ASML ACLS 5 stocks |
$287
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX HOLX BAX OSUR 5 stocks |
$274
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST 2 stocks |
$265
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
BLD PWR TTEK 3 stocks |
$251
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM TSN 2 stocks |
$232
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO PSX MPC 3 stocks |
$222
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH 2 stocks |
$222
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$215
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT MAS NX CARR JCI JBI 6 stocks |
$211
0.02% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME MCO MSCI FDS ICE SPGI 6 stocks |
$208
0.02% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD EXR 3 stocks |
$205
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
ANDE SYY 2 stocks |
$204
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL CCL NCLH YTRA ABNB 5 stocks |
$201
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO NI 2 stocks |
$166
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
MLKN WHR TPX LEG 4 stocks |
$159
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$157
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM NVR MTH SKY DHI 5 stocks |
$154
0.01% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$135
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ONON 2 stocks |
$133
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM AEM HMY NEM RGLD SA KGC 7 stocks |
$131
0.01% of portfolio
|
6
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE STLD 2 stocks |
$124
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$116
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O IVT KRG ADC SPG 5 stocks |
$115
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AER 2 stocks |
$113
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT IRM CCI 3 stocks |
$105
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
SUI AVB ESS 3 stocks |
$96
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$94
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM WYNN 2 stocks |
$93
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT LAD 2 stocks |
$81
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS TRMB 2 stocks |
$75
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$74
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
EA RBLX TTWO 3 stocks |
$70
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC MLM CX CRH.L 4 stocks |
$64
0.01% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS EOLS VTRS HLN EMBC 5 stocks |
$62
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW CE GPRE 3 stocks |
$58
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST NRG 2 stocks |
$54
0.0% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
PEAK OHI VTR WELL SBRA 5 stocks |
$50
0.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$49
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
CHX SLB PUMP HAL 4 stocks |
$47
0.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK SNA 2 stocks |
$35
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ DELL WDC QBTS IONQ 5 stocks |
$28
0.0% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
PII 1 stocks |
$24
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ABR LADR STWD DX 4 stocks |
$21
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
UFPI 1 stocks |
$21
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
XHR 1 stocks |
$17
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
SFL 1 stocks |
$16
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
TMC RIO 2 stocks |
$15
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$13
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
OTTR 1 stocks |
$12
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
NRP 1 stocks |
$10
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
CUK MAT 2 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$4
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ARE 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
UWMC 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
EXPI 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
DWAC SYM 2 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
IGT 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
HBI 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG OMC 2 stocks |
$0
0.0% of portfolio
|
- |
2
|
- |
1
|
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- |
1
|
0
Calls
0
Puts
|