Plante Moran Financial Advisors, LLC
Follow13F filer, CIK 1424717, SOUTHFIELD, MI
Plante Moran Financial Advisors, LLC reported $1,162,694,407 across 801 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-08. Its ten largest share positions make up 86.81% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001424717-25-000006
- Period
- 2025-03-31
- Reported value
- $1.16B
- Holdings
- 801
- Top 10 weight
- 86.81%
- New
- 93
- Sold out
- 203
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VXFadded | +125,584 | $21.6M |
| VOOadded | +30,991 | $15.9M |
| SCHMadded | +34,912 | $915K |
| VTIadded | +1,735 | $477K |
| XPOadded | +2,554 | $275K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VEAreduced | -132,846 | -$6.75M |
| MUBreduced | -45,780 | -$4.83M |
| AAPLreduced | -12,538 | -$2.79M |
| SPDWreduced | -59,438 | -$2.16M |
| MCDreduced | -6,398 | -$2M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 801 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| EBCEASTERN BANKSHARES INC | 12,722 | $219K | shares |
| CINFCINCINNATI FINL CORP | 1,075 | $154K | shares |
| TECKTECK RESOURCES LTD | 3,474 | $141K | shares |
| SCHVSCHWAB STRATEGIC TR | 5,330 | $139K | shares |
| PAUGINNOVATOR ETFS TRUST | 2,393 | $92.1K | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 889 | $75.1K | shares |
| CGBLCAPITAL GROUP CORE BALANCED | 2,400 | $75K | shares |
| OCFCOCEANFIRST FINL CORP | 4,000 | $72.4K | shares |
| GBCIGLACIER BANCORP INC NEW | 904 | $45.4K | shares |
| ADXADAMS DIVERSIFIED EQUITY FD | 2,082 | $42.1K | shares |
| DECKDECKERS OUTDOOR CORP | 204 | $41.4K | shares |
| VTIPVANGUARD MALVERN FDS | 752 | $36.4K | shares |
| DXJWISDOMTREE TR | 328 | $36.2K | shares |
| ESGUISHARES TR | 242 | $31.2K | shares |
| HUMHUMANA INC | 100 | $25.4K | shares |
| JBLJABIL INC | 172 | $24.8K | shares |
| SPHDINVESCO EXCH TRADED FD TR II | 500 | $24.2K | shares |
| EPIWISDOMTREE TR | 506 | $22.9K | shares |
| VAWVANGUARD WORLD FD | 104 | $19.5K | shares |
| SHOOMADDEN STEVEN LTD | 450 | $19.1K | shares |
| MLPAGLOBAL X FDS | 366 | $18.1K | shares |
| FCOMFIDELITY COVINGTON TRUST | 305 | $17.9K | shares |
| SKYYFIRST TR EXCHANGE-TRADED FD | 150 | $17.9K | shares |
| BKHBLACK HILLS CORP | 300 | $17.6K | shares |
| PHYSSPROTT ASSET MANAGEMENT LP | 805 | $16.2K | shares |
| XSVMINVESCO EXCHANGE TRADED FD T | 254 | $13.8K | shares |
| TLHISHARES TR | 128 | $12.7K | shares |
| MANMANPOWERGROUP INC WIS | 214 | $12.4K | shares |
| LIILENNOX INTL INC | 19 | $11.6K | shares |
| ARKFARK ETF TR | 289 | $10.7K | shares |
| OKLOOKLO INC | 500 | $10.6K | shares |
| IBKRINTERACTIVE BROKERS GROUP IN | 60 | $10.6K | shares |
| ARKWARK ETF TR | 96 | $10.4K | shares |
| FMCFMC CORP | 203 | $9.87K | shares |
| DIVOAMPLIFY ETF TR | 230 | $9.31K | shares |
| FBINFORTUNE BRANDS INNOVATIONS I | 134 | $9.16K | shares |
| TLTISHARES TR | 104 | $9.08K | shares |
| ACWIISHARES TR | 77 | $9.05K | shares |
| BSYBENTLEY SYS INC | 192 | $8.97K | shares |
| SNYSANOFI SA | 185 | $8.92K | shares |
| SNPSSYNOPSYS INC | 18 | $8.74K | shares |
| DOXAMDOCS LTD | 102 | $8.68K | shares |
| COOCOOPER COS INC | 92 | $8.46K | shares |
| DONWISDOMTREE TR | 164 | $8.36K | shares |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | 21 | $8.11K | shares |
| WSOWATSCO INC | 17 | $8.06K | shares |
| TERTERADYNE INC | 63 | $7.93K | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 103 | $7.92K | shares |
| POOLPOOL CORP | 23 | $7.84K | shares |
| EMBJEMBRAER S.A. | 211 | $7.74K | shares |
| EFXEQUIFAX INC | 30 | $7.65K | shares |
| CHHCHOICE HOTELS INTL INC | 53 | $7.53K | shares |
| ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC | 30 | $7.49K | shares |
| ZWSZURN ELKAY WATER SOLNS CORP | 199 | $7.42K | shares |
| EMLCVANECK ETF TRUST | 317 | $7.33K | shares |
| LBRDKLIBERTY BROADBAND CORP | 97 | $7.25K | shares |
| WPCWP CAREY INC | 132 | $7.19K | shares |
| KSSKOHLS CORP | 504 | $7.08K | shares |
| ITGARTNER INC | 14 | $6.78K | shares |
| JKHYHENRY JACK & ASSOC INC | 38 | $6.66K | shares |
| VYMIVANGUARD WHITEHALL FDS | 97 | $6.58K | shares |
| TFLOISHARES TR | 130 | $6.56K | shares |
| SMLVSPDR SERIES TRUST | 51 | $6.48K | shares |
| STTSTATE STR CORP | 65 | $6.38K | shares |
| IEIISHARES TR | 55 | $6.36K | shares |
| QCLNFIRST TR EXCHANGE-TRADED FD | 181 | $6.14K | shares |
| TMFDIREXION SHARES ETF TRUST | 153 | $6.12K | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 13 | $6.03K | shares |
| UBSUBS GROUP AG | 197 | $5.97K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 91 | $5.96K | shares |
| SAIASAIA INC | 13 | $5.92K | shares |
| SNPEDBX ETF TR | 106 | $5.67K | shares |
| ROLROLLINS INC | 121 | $5.61K | shares |
| LHLABCORP HOLDINGS INC | 24 | $5.5K | shares |
| BJBJS WHSL CLUB HLDGS INC | 61 | $5.45K | shares |
| CAHCARDINAL HEALTH INC | 46 | $5.44K | shares |
| BFAMBRIGHT HORIZONS FAM SOL IN D | 49 | $5.43K | shares |
| PZAINVESCO EXCH TRADED FD TR II | 229 | $5.41K | shares |
| EMBISHARES TR | 60 | $5.34K | shares |
| SHELSHELL PLC | 84 | $5.26K | shares |
| MUMICRON TECHNOLOGY INC | 62 | $5.22K | shares |
| XGDVXGABELLI DIVID & INCOME TR | 216 | $5.22K | shares |
| ICLNISHARES TR | 458 | $5.21K | shares |
| XETYXEATON VANCE TAX-MANAGED DIVE | 340 | $5.08K | shares |
| PTENPATTERSON-UTI ENERGY INC | 592 | $4.89K | shares |
| BXMXNUVEEN S&P 500 BUY-WRITE INCOM | 349 | $4.88K | shares |
| LLYVKLIBERTY MEDIA CORP DEL | 71 | $4.83K | shares |
| CHECHEMED CORP NEW | 9 | $4.77K | shares |
| SPTSSPDR SERIES TRUST | 162 | $4.7K | shares |
| OMFONEMAIN HLDGS INC | 89 | $4.64K | shares |
| EXPOEXPONENT INC | 52 | $4.63K | shares |
| SITESITEONE LANDSCAPE SUPPLY INC | 35 | $4.61K | shares |
| ILTBISHARES TR | 94 | $4.57K | shares |
| PGXINVESCO EXCH TRADED FD TR II | 395 | $4.55K | shares |
| JPSTJ P MORGAN EXCHANGE TRADED F | 89 | $4.48K | shares |
| VCLTVANGUARD SCOTTSDALE FDS | 60 | $4.45K | shares |
| SAPSAP SE | 18 | $4.43K | shares |
| SHWSHERWIN WILLIAMS CO | 13 | $4.42K | shares |
| ILMNILLUMINA INC | 33 | $4.41K | shares |
| BABAALIBABA GROUP HLDG LTD | 52 | $4.41K | shares |
| THOTHOR INDS INC | 46 | $4.4K | shares |
| DFISDIMENSIONAL ETF TRUST | 171 | $4.2K | shares |
| JNKSPDR SERIES TRUST | 43 | $4.06K | shares |
| AVIGAMERICAN CENTY ETF TR | 99 | $4.02K | shares |
| IDVISHARES TR | 146 | $4K | shares |
| SMGSCOTTS MIRACLE-GRO CO | 60 | $3.98K | shares |
| XEVTXEATON VANCE TAX ADVT DIV INC | 163 | $3.92K | shares |
| FLEXFLEX LTD | 101 | $3.88K | shares |
| NVGNUVEEN AMT FREE MUN CR INC F | 306 | $3.75K | shares |
| IHDGWISDOMTREE TR | 85 | $3.69K | shares |
| BTIBRITISH AMERN TOB PLC | 100 | $3.63K | shares |
| USFRWISDOMTREE TR | 68 | $3.42K | shares |
| HAWXISHARES TR | 105 | $3.38K | shares |
| FIXDFIRST TR EXCHNG TRADED FD VI | 75 | $3.22K | shares |
| LLYVALIBERTY MEDIA CORP | 48 | $3.19K | shares |
| IFRAISHARES TR | 68 | $3.15K | shares |
| AGGYWISDOMTREE TR | 73 | $3.13K | shares |
| XAWFXALLIANCEBERNSTEIN GLOBAL HIG | 286 | $3.07K | shares |
| INGRINGREDION INC | 22 | $3.03K | shares |
| BSVVANGUARD BD INDEX FDS | 39 | $3.01K | shares |
| VONVVANGUARD SCOTTSDALE FDS | 37 | $3.01K | shares |
| APAAPA CORPORATION | 130 | $3K | shares |
| MHKMOHAWK INDS INC | 24 | $2.86K | shares |
| NVAXNOVAVAX INC | 352 | $2.83K | shares |
| SNNSMITH & NEPHEW PLC | 115 | $2.83K | shares |
| SSNCSS&C TECH HLDGS | 36 | $2.73K | shares |
| WPPWPP PLC NEW | 53 | $2.72K | shares |
| SDOGALPS ETF TR | 45 | $2.54K | shares |
| LMBSFIRST TR EXCHANGE-TRADED FD | 52 | $2.53K | shares |
| NMAINUVEEN MULTI ASSET INCOME FU | 205 | $2.47K | shares |
| KEYKEYCORP | 140 | $2.4K | shares |
| CLOZSERIES PORTFOLIOS TR | 86 | $2.32K | shares |
| DDWMWISDOMTREE TR | 66 | $2.27K | shares |
| HESS CORPHESS CORP | 17 | $2.25K | shares |
| IXCISHARES TR | 58 | $2.21K | shares |
| GTESGATES INDL CORP PLC | 105 | $2.16K | shares |
| BLWBLACKROCK LTD DURATION INCOM | 142 | $2.01K | shares |
| CLOXSERIES PORTFOLIOS TR | 78 | $1.99K | shares |
| MBCMASTERBRAND INC | 134 | $1.96K | shares |
| SCZISHARES TR | 32 | $1.94K | shares |
| GRFSGRIFOLS S A | 259 | $1.93K | shares |
| ETDETHAN ALLEN INTERIORS INC | 68 | $1.91K | shares |
| WIWWESTERN AST INFL LKD OPP & I | 230 | $1.9K | shares |
| WKCWORLD KINECT CORPORATION | 66 | $1.82K | shares |
| WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC | 190 | $1.77K | shares |
| XJQCXNUVEEN CR STRATEGIES INCOME | 280 | $1.59K | shares |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | 30 | $1.59K | shares |
| VIVTELEFONICA BRASIL SA | 200 | $1.51K | shares |
| BIVVANGUARD BD INDEX FDS | 19 | $1.42K | shares |
| BLVVANGUARD BD INDEX FDS | 20 | $1.37K | shares |
| VVRINVESCO SR INCOME TR | 325 | $1.28K | shares |
| SPMBSPDR SERIES TRUST | 54 | $1.16K | shares |
| JRSNUVEEN REAL ESTATE INCOME FD | 134 | $1.16K | shares |
| VBFINVESCO BD FD | 74 | $1.14K | shares |
| KNGFIRST TR EXCHANGE-TRADED FD | 22 | $1.1K | shares |
| IPINTERNATIONAL PAPER CO | 20 | $1.08K | shares |
| PFFISHARES TR | 34 | $1.07K | shares |
| UBERUBER TECHNOLOGIES INC | 17 | $1.02K | shares |
| ISHGISHARES TR | 15 | $1.01K | shares |
| UUPINVESCO DB US DLR INDEX TR | 34 | $1K | shares |
| HSCZISHARES TR | 28 | $896 | shares |
| DDLSWISDOMTREE TR | 24 | $840 | shares |
| EMCBWISDOMTREE TR | 12 | $779 | shares |
| XMCRXMFS CHARTER INCOME TR | 122 | $778 | shares |
| IGOVISHARES TR | 20 | $768 | shares |
| CFGCITIZENS FINL GROUP INC | 16 | $700 | shares |
| OXY/WSOCCIDENTAL PETE CORP | 25 | $689 | shares |
| URNMSPROTT FDS TR | 17 | $685 | shares |
| HEEMISHARES INC | 24 | $649 | shares |
| CMBSISHARES TR | 13 | $614 | shares |
| HYBLSSGA ACTIVE TR | 20 | $567 | shares |
| EIXEDISON INTL | 7 | $559 | shares |
| IAGGISHARES TR | 11 | $549 | shares |
| LNTALLIANT ENERGY CORP | 9 | $532 | shares |
| EUHYISHARES INC | 11 | $517 | shares |
| NBISNEBIUS GROUP N.V. | 18 | $499 | shares |
| PPLPPL CORP | 15 | $487 | shares |
| IVZINVESCO LTD | 26 | $454 | shares |
| OGEOGE ENERGY CORP | 11 | $454 | shares |
| BBYBEST BUY INC | 5 | $429 | shares |
| BENFRANKLIN TEMPLETON INC | 20 | $406 | shares |
| SGOVISHARES TR | 4 | $401 | shares |
| FNFFIDELITY NATL FINL INC | 7 | $393 | shares |
| GERNGERON CORP | 110 | $389 | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 5 | $371 | shares |
| IBNDSPDR SERIES TRUST | 13 | $369 | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 4 | $345 | shares |
| SONSONOCO PRODS CO | 7 | $342 | shares |
| NLOPNET LEASE OFFICE PROPERTIES | 9 | $281 | shares |
| TILRAY INCTILRAY INC | 209 | $278 | shares |
| EWXSPDR INDEX SHS FDS | 4 | $234 | shares |
| GRALGRAIL INC | 5 | $89 | shares |
| CAKECHEESECAKE FACTORY INC | 0 | $17 | shares |
| SCILEX HOLDING COSCILEX HOLDING CO | 14 | $6 | shares |
| LCTXLINEAGE CELL THERAPEUTICS IN | 2 | $1 | shares |
| SRESEMPRA | 0 | $0 | shares |
| FDLFIRST TR EXCHANGE-TRADED FD | 0 | $0 | shares |
| HDVISHARES TR | 0 | $0 | shares |
| EMLPFIRST TR EXCHANGE-TRADED FD | 0 | $0 | shares |
| MQYBLACKROCK MUNIYILD QULT FD I | 0 | $0 | shares |
| FTAFIRST TR EXCHANGE-TRADED ALP | 0 | $0 | shares |
| NOANORTH AMERN CONSTR GROUP LTD | 0 | $0 | shares |
| CNS Pharmaceuticals Inc (US…CNS Pharmaceuticals Inc (US) Old | 1 | $0 | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001424717-25-000006 | base | 2025-05-08 | acceptance time not in the bulk data set |