Plante Moran Financial Advisors, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$1.2B
Holdings
801
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (801 positions)
| Stock | Value |
|---|---|
KOCOCA COLA CO COM | $405K |
BF/BBROWN FORMAN CORP CL B | $404K |
SOSOUTHERN CO COM | $399K |
VOEVANGUARD MID-CAP VALUE ETF | $388K |
PRAPROASSURANCE CORP COM | $382K |
RPGINVESCO S&P 500 PURE GROWTH ETF | $373K |
NFLXNETFLIX INC COM | $369K |
NSCNORFOLK SOUTHN CORP COM | $361K |
GQ9SPDR GOLD SHARES | $356K |
QCOMQUALCOMM INC COM | $350K |
WFCWELLS FARGO CO NEW COM | $349K |
ALNYALNYLAM PHARMACEUTICALS INC COM | $347K |
EMREMERSON ELEC CO COM | $335K |
GEGE AEROSPACE COM NEW | $329K |
UNPUNION PAC CORP COM | $327K |
CATCATERPILLAR INC COM | $326K |
CMACOMERICA INC COM | $316K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $312K |
SCHBSCHWAB U.S. BROAD MARKET ETF | $303K |
FFORD MTR CO COM | $302K |
MGCVANGUARD MEGA CAP ETF | $302K |
EFVISHARES MSCI EAFE VALUE ETF | $301K |
OKEONEOK INC NEW COM | $288K |
ETNEATON CORP PLC SHS | $288K |
DEDEERE & CO COM | $286K |
AQLTISHARES SELECT DIVIDEND ETF | $284K |
XPOXPO INC COM | $283K |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $280K |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $277K |
IWNISHARES RUSSELL 2000 VALUE ETF | $277K |
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $276K |
FTNTFORTINET INC COM | $276K |
CLXCLOROX CO DEL COM | $276K |
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF | $275K |
BACBANK AMERICA CORP COM | $275K |
AQLTISHARES CORE MSCI EAFE ETF | $274K |
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND | $273K |
OLOGBXOLO INC CL A | $273K |
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $270K |
IYWISHARES U.S. TECHNOLOGY ETF | $264K |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $261K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $260K |
NOWSERVICENOW INC COM | $258K |
HONHONEYWELL INTL INC COM | $256K |
IMCVISHARES MORNINGSTAR MID-CAP VALUE ETF | $256K |
DALDELTA AIR LINES INC DEL COM NEW | $250K |
ALSALLSTATE CORP COM | $250K |
GWWGRAINGER W W INC COM | $247K |
LDOSLEIDOS HOLDINGS INC COM | $246K |
DOVDOVER CORP COM | $245K |
PHPARKER-HANNIFIN CORP COM | $241K |
ISRGINTUITIVE SURGICAL INC COM NEW | $240K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $239K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $234K |
JJACOBS SOLUTIONS INC COM | $227K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $227K |
AXPAMERICAN EXPRESS CO COM | $226K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $225K |
AXONAXON ENTERPRISE INC COM | $224K |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $219K |
AFLAFLAC INC COM | $219K |
FSLRFIRST SOLAR INC COM | $216K |
YUMYUM BRANDS INC COM | $215K |
FISVFISERV INC COM | $214K |
VHTVANGUARD HEALTH CARE ETF | $212K |
AYIACUITY INC COM | $212K |
MFCMANULIFE FINL CORP COM | $207K |
KELKELLANOVA COM | $206K |
IYHISHARES U.S. HEALTHCARE ETF | $203K |
DRIDARDEN RESTAURANTS INC COM | $202K |
CACCCREDIT ACCEP CORP MICH COM | $200K |
RPMRPM INTL INC COM | $199K |
ADBEADOBE INC COM | $197K |
BLDTOPBUILD CORP COM | $192K |
MRKMERCK & CO INC COM | $190K |
GLWCORNING INC COM | $189K |
ADMARCHER DANIELS MIDLAND CO COM | $184K |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $181K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $181K |
SONYSONY GROUP CORP SPONSORED ADR | $180K |
TMUST-MOBILE US INC COM | $178K |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $176K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $175K |
CWSTCASELLA WASTE SYS INC CL A | $173K |
EFGISHARES MSCI EAFE GROWTH ETF | $172K |
PFEPFIZER INC COM | $171K |
VTVANGUARD TOTAL WORLD STOCK ETF | $170K |
LOWLOWES COS INC COM | $167K |
FANGDIAMONDBACK ENERGY INC COM | $166K |
COPCONOCOPHILLIPS COM | $165K |
SBUXSTARBUCKS CORP COM | $164K |
PSAPUBLIC STORAGE OPER CO COM | $162K |
CMCSACOMCAST CORP NEW CL A | $159K |
MCKMCKESSON CORP COM | $157K |
IWVISHARES RUSSELL 3000 ETF | $157K |
MMM3M CO COM | $154K |
DDDUPONT DE NEMOURS INC COM | $152K |
PANWPALO ALTO NETWORKS INC COM | $151K |
IWOISHARES RUSSELL 2000 GROWTH ETF | $148K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $148K |