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
XHSSPDR S&P HEALTH CARE SERVICES ETF
$8K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$8K
FEFIRSTENERGY CORP COM
$8K
SEASEABRIDGE GOLD INC COM
$8K
DGXQUEST DIAGNOSTICS INC COM
$8K
ADCAGREE RLTY CORP COM
$8K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$8K
NIONIO INC SPON ADS
$8K
ADSKAUTODESK INC COM
$8K
EXREXTRA SPACE STORAGE INC COM
$8K
XTNSPDR S&P TRANSPORTATION ETF
$8K
RIORIO TINTO PLC SPONSORED ADR
$8K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$7K
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM
$7K
WWAYFAIR INC CL A
$7K
KRKROGER CO COM
$7K
PUMPPROPETRO HLDG CORP COM
$7K
PXFINVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
$7K
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
$7K
TSCOTRACTOR SUPPLY CO COM
$7K
TFCTRUIST FINL CORP COM
$7K
ECCEAGLE POINT CREDIT COMPANY INC COM
$7K
AKXANSYS INC COM
$7K
BFLYBUTTERFLY NETWORK INC COM CL A
$7K
VENVENTAS INC COM
$7K
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$7K
HOLXHOLOGIC INC COM
$6K
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
$6K
CECELANESE CORP DEL COM
$6K
8CWCROWN CASTLE INC COM
$6K
RUMRUMBLE INC COM CL A
$6K
ACHRARCHER AVIATION INC COM CL A
$6K
CUKCARNIVAL PLC ADS
$6K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$6K
MLB1MERCADOLIBRE INC COM
$6K
QIPTQUIPT HOME MEDICAL CORP COM
$6K
KGCKINROSS GOLD CORP COM
$6K
JOYTJPMORGAN U.S. TECH LEADERS ETF
$6K
AQLTISHARES U.S. TREASURY BOND ETF
$6K
SMSM ENERGY CO COM
$5K
ASMLASML HOLDING N V N Y REGISTRY SHS
$5K
PACBPACIFIC BIOSCIENCES CALIF INC COM
$5K
WINNHARBOR LONG-TERM GROWERS ETF
$5K
SYU1SYNOVUS FINL CORP COM NEW
$5K
FESMFIDELITY ENHANCED SMALL CAP ETF
$5K
VTRSVIATRIS INC COM
$5K
RLIRLI CORP COM
$5K
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
$5K
IEVISHARES EUROPE ETF
$5K
AREALEXANDRIA REAL ESTATE EQ INC COM
$5K
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$4K
HQYHEALTHEQUITY INC COM
$4K
JCIJOHNSON CTLS INTL PLC SHS
$4K
DEODIAGEO PLC SPON ADR NEW
$4K
SOXXISHARES SEMICONDUCTOR ETF
$4K
WBDWARNER BROS DISCOVERY INC COM SER A
$4K
MGVVANGUARD MEGA CAP VALUE ETF
$4K
EDCONSOLIDATED EDISON INC COM
$4K
EBAEBAY INC. COM
$4K
ERTHINVESCO MSCI SUSTAINABLE FUTURE ETF
$4K
HLNHALEON PLC SPON ADS
$4K
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
$4K
HPEHEWLETT PACKARD ENTERPRISE CO COM
$4K
EWJISHARES MSCI JAPAN ETF
$4K
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
$4K
AWCAMERICAN WTR WKS CO INC NEW COM
$4K
TEMTEMPUS AI INC CL A
$4K
WABWABTEC COM
$4K
COINCOINBASE GLOBAL INC COM CL A
$4K
JBIJANUS INTERNATIONAL GROUP INC COMMON STOCK
$4K
FFINFIRST FINL BANKSHARES INC COM
$4K
SMRNUSCALE PWR CORP CL A COM
$4K
EOSEATON VANCE ENHANCED EQUITY IN COM
$3K
LADRLADDER CAP CORP CL A
$3K
MGAMAGNA INTL INC COM
$3K
KIESPDR S&P INSURANCE ETF
$3K
BAXBAXTER INTL INC COM
$3K
URAGLOBAL X URANIUM ETF
$3K
LEGLEGGETT & PLATT INC COM
$3K
OLNOLIN CORP COM PAR $1
$3K
CGMUCAPITAL GROUP MUNICIPAL INCOME ETF
$3K
GXOGXO LOGISTICS INCORPORATED COMMON STOCK
$3K
FCXFREEPORT-MCMORAN INC CL B
$3K
XTENBONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
$3K
FBCGFIDELITY BLUE CHIP GROWTH ETF
$3K
XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
$3K
CGUSCAPITAL GROUP CORE EQUITY ETF
$3K
HALHALLIBURTON CO COM
$3K
XHBSPDR S&P HOMEBUILDERS ETF
$3K
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$3K
BDJBLACKROCK ENHANCED EQUITY DIVI COM
$3K
CBCHUBB LIMITED COM
$2K
BIIBBIOGEN INC COM
$2K
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$2K
WDCWESTERN DIGITAL CORP COM
$2K
UWMCUWM HOLDINGS CORPORATION COM CL A
$2K
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$2K
SCHHSCHWAB U.S. REIT ETF
$2K
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
$2K
ICEINTERCONTINENTAL EXCHANGE INC COM
$2K
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