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)

StockValue
TTEKTETRA TECH INC NEW COM
$17K
XHRXENIA HOTELS & RESORTS INC COM
$17K
TYGTORTOISE ENERGY INFRA CORP COM
$17K
WTWWILLIS TOWERS WATSON PLC LTD SHS
$17K
HAMHARMONY GOLD MINING CO LTD SPONSORED ADR
$17K
AALAMERICAN AIRLS GROUP INC COM
$17K
CHDCHURCH & DWIGHT CO INC COM
$17K
SNASNAP ON INC COM
$17K
SFLSFL CORPORATION LTD SHS
$16K
SGOLABRDN PHYSICAL GOLD SHARES ETF
$16K
IDRVISHARES SELF-DRIVING EV & TECH ETF
$16K
FTDSFIRST TRUST DIVIDEND STRENGTH ETF
$16K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$16K
LPLALPL FINL HLDGS INC COM
$16K
ABSIABSCI CORPORATION COM
$16K
PCGPG&E CORP COM
$16K
ESSESSEX PPTY TR INC COM
$15K
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$15K
DFASDIMENSIONAL U.S. SMALL CAP ETF
$15K
DHID R HORTON INC COM
$15K
EOLSEVOLUS INC COM
$15K
VTWOVANGUARD RUSSELL 2000 ETF
$14K
LITGLOBAL X LITHIUM & BATTERY TECH ETF
$14K
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$14K
XARSPDR S&P AEROSPACE & DEFENSE ETF
$14K
OHIOMEGA HEALTHCARE INVS INC COM
$14K
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B
$14K
TTDTHE TRADE DESK INC COM CL A
$14K
PWVINVESCO LARGE CAP VALUE ETF
$14K
SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
$14K
HIIHUNTINGTON INGALLS INDS INC COM
$13K
7HPHP INC COM
$13K
HCAHCA HEALTHCARE INC COM
$13K
OTTROTTER TAIL CORP COM
$13K
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
$13K
CDNSCADENCE DESIGN SYSTEM INC COM
$12K
KLGWK KELLOGG CO COM SHS
$12K
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
$12K
AMGAFFILIATED MANAGERS GROUP INC COM
$12K
DELLDELL TECHNOLOGIES INC CL C
$12K
HLTHILTON WORLDWIDE HLDGS INC COM
$12K
STLASTELLANTIS N.V SHS
$12K
TRVCCITIGROUP INC COM NEW
$12K
DC4DEXCOM INC COM
$12K
SLYVSPDR S&P 600 SMALL CAP VALUE ETF
$12K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$12K
ZBHZIMMER BIOMET HOLDINGS INC COM
$12K
LUMNLUMEN TECHNOLOGIES INC COM
$12K
LINLINDE PLC SHS
$12K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$11K
BPBP PLC SPONSORED ADR
$11K
FICOFAIR ISAAC CORP COM
$11K
NEMNEWMONT CORP COM
$11K
RHIROBERT HALF INC. COM
$11K
YTRAYATRA ONLINE INC ORD SHS
$11K
CAVACAVA GROUP INC COM
$11K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$11K
VPUVANGUARD UTILITIES ETF
$11K
RGLDROYAL GOLD INC COM
$11K
LOBLIVE OAK BANCSHARES INC COM
$11K
TMSLT. ROWE PRICE SMALL-MID CAP ETF
$10K
NRPNATURAL RESOURCE PARTNERS L P COM UNIT LTD PAR
$10K
GNRCGENERAC HLDGS INC COM
$10K
SMMDISHARES RUSSELL 2500 ETF
$10K
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$10K
EIS*ISHARES MSCI ISRAEL ETF
$10K
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
$10K
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
$10K
KDKYNDRYL HLDGS INC COMMON STOCK
$10K
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$10K
NYTNEW YORK TIMES CO CL A
$10K
ULTAULTA BEAUTY INC COM
$10K
OXYOCCIDENTAL PETE CORP COM
$10K
VDCVANGUARD CONSUMER STAPLES ETF
$10K
USOUNITED STATES OIL FUND LP
$10K
KMIKINDER MORGAN INC DEL COM
$10K
PDPINVESCO DORSEY WRIGHT MOMENTUM ETF
$10K
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
$9K
RACEFERRARI N V COM
$9K
WMBWILLIAMS COS INC COM
$9K
KTFDWS MUNICIPAL INCOME
$9K
GSKGSK PLC SPONSORED ADR
$9K
KXIISHARES GLOBAL CONSUMER STAPLES ETF
$9K
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF
$9K
CNMDCONMED CORP COM
$9K
TMCTMC THE METALS COMPANY INC COM
$9K
BITOPROSHARES BITCOIN ETF
$9K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$9K
FNDBSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF
$9K
VRSNVERISIGN INC COM
$9K
AWMSKYWORKS SOLUTIONS INC COM
$9K
APOAPOLLO GLOBAL MGMT INC COM
$9K
METVROUNDHILL BALL METAVERSE ETF
$9K
A4SAMERIPRISE FINL INC COM
$9K
BHVNBIOHAVEN LTD COM
$9K
QXOQXO INC COM NEW
$9K
ILCGISHARES MORNINGSTAR GROWTH ETF
$9K
DFSEURDISCOVER FINL SVCS COM
$9K
SLBSCHLUMBERGER LTD COM STK
$8K
RFREGIONS FINANCIAL CORP NEW COM
$8K
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