Plante Moran Financial Advisors, LLC
Follow13F filer, CIK 1424717, SOUTHFIELD, MI
Plante Moran Financial Advisors, LLC reported $1,423,294,641 across 772 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 88.19% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001424717-25-000008
- Period
- 2025-06-30
- Reported value
- $1.42B
- Holdings
- 772
- Top 10 weight
- 88.19%
- New
- 82
- Sold out
- 111
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VOOadded | +121,748 | $69.2M |
| VVadded | +175,141 | $50M |
| SCHMadded | +465,582 | $13.1M |
| VEAadded | +162,447 | $9.26M |
| VBRadded | +37,858 | $7.38M |
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 |
|---|---|---|
| AAPLreduced | -21,223 | -$4.35M |
| MUBreduced | -32,329 | -$3.38M |
| GNTXreduced | -66,500 | -$1.46M |
| BRK-Breduced | -2,453 | -$1.19M |
| MSFTreduced | -1,372 | -$682K |
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 772 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BF-ABROWN FORMAN CORP | 13,404 | $449K | shares |
| BF-BBROWN FORMAN CORP | 11,904 | $404K | shares |
| DOVDOVER CORP | 1,395 | $245K | shares |
| AYIACUITY INC | 804 | $212K | shares |
| KKRKKR & CO INC | 1,107 | $128K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 45 | $64.5K | shares |
| TCAFT ROWE PRICE EXCHANGE-TRADED | 1,707 | $55.1K | shares |
| TVALT ROWE PRICE EXCHANGE-TRADED | 1,546 | $49K | shares |
| FCNCAFIRST CTZNS BANCSHARES INC D | 26 | $48.2K | shares |
| DUOLDUOLINGO INC | 155 | $48.1K | shares |
| IRMIRON MTN INC DEL | 555 | $47.8K | shares |
| XLGINVESCO EXCHANGE TRADED FD T | 950 | $43.7K | shares |
| NVRNVR INC | 6 | $43.5K | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 75 | $41.3K | shares |
| AERAERCAP HOLDINGS NV | 378 | $38.6K | shares |
| TGRTT ROWE PRICE EXCHANGE-TRADED | 1,097 | $37.6K | shares |
| VSTVISTRA CORP | 300 | $35.2K | shares |
| HACKAMPLIFY ETF TR | 479 | $34.4K | shares |
| TEAMATLASSIAN CORPORATION | 150 | $31.8K | shares |
| STXFEA SERIES TRUST | 855 | $30.8K | shares |
| CHAMPIONX CORPORATIONCHAMPIONX CORPORATION | 1,022 | $30.5K | shares |
| TWTRADEWEB MKTS INC | 200 | $29.7K | shares |
| NRTNORTH EUROPEAN OIL RTY TR | 5,932 | $28.1K | shares |
| VRTVERTIV HOLDINGS CO | 335 | $24.2K | shares |
| SKYCHAMPION HOMES INC | 250 | $23.7K | shares |
| CHRDCHORD ENERGY CORPORATION | 201 | $22.6K | shares |
| JHMMJOHN HANCOCK EXCHANGE TRADED | 376 | $21.5K | shares |
| NXPINXP SEMICONDUCTORS N V | 110 | $20.9K | shares |
| ABRARBOR REALTY TRUST INC | 1,613 | $18.9K | shares |
| SJMSMUCKER J M CO | 151 | $17.9K | shares |
| TYGTORTOISE ENERGY INFRSTRCTR C | 400 | $17.2K | shares |
| NOBLPROSHARES TR | 154 | $15.7K | shares |
| VTWOVANGUARD SCOTTSDALE FDS | 179 | $14.4K | shares |
| AMGAFFILIATED MANAGERS GROUP | 73 | $12.3K | shares |
| FHLCFIDELITY COVINGTON TRUST | 173 | $11.8K | shares |
| NEMNEWMONT CORP | 227 | $11K | shares |
| RGLDROYAL GOLD INC | 66 | $10.7K | shares |
| LOBLIVE OAK BANCSHARES INC | 400 | $10.7K | shares |
| TMSLT ROWE PRICE EXCHANGE-TRADED | 341 | $10.4K | shares |
| PAAPLAINS ALL AMERN PIPELINE L | 514 | $10.3K | shares |
| IUSBISHARES TR | 216 | $9.95K | shares |
| KTFDWS MUN INCOME TR | 1,000 | $9.38K | shares |
| ACWVISHARES INC | 78 | $9.08K | shares |
| BITOPROSHARES TR | 488 | $8.94K | shares |
| DISCOVER FINANCIAL SERVICESDISCOVER FINANCIAL SERVICES | 50 | $8.54K | shares |
| IXUSISHARES TR | 119 | $8.31K | shares |
| RIORIO TINTO PLC | 125 | $7.51K | shares |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | 36 | $7.46K | shares |
| WWAYFAIR INC | 232 | $7.43K | shares |
| PUMPPROPETRO HLDG CORP | 987 | $7.25K | shares |
| PXFINVESCO EXCH TRADED FD TR II | 139 | $7.23K | shares |
| DYNFBLACKROCK ETF TRUST | 147 | $7.17K | shares |
| BFLYBUTTERFLY NETWORK INC | 3,000 | $6.84K | shares |
| IQLTISHARES TR | 166 | $6.59K | shares |
| VONGVANGUARD SCOTTSDALE FDS | 64 | $5.94K | shares |
| QIPTQUIPT HOME MEDICAL CORP | 2,443 | $5.69K | shares |
| GOVTISHARES TR | 242 | $5.56K | shares |
| SMSM ENERGY COMPANY | 183 | $5.5K | shares |
| PACBPACIFIC BIOSCIENCES CALIF IN | 4,450 | $5.25K | shares |
| FESMFIDELITY COVINGTON TRUST | 167 | $4.92K | shares |
| IDEVISHARES TR | 65 | $4.48K | shares |
| HQYHEALTHEQUITY INC | 50 | $4.42K | shares |
| SOXXISHARES TR | 22 | $4.14K | shares |
| EBAYEBAY INC. | 58 | $3.93K | shares |
| PYLDPIMCO ETF TR | 145 | $3.81K | shares |
| CGDVCAPITAL GROUP DIVIDEND VALUE | 105 | $3.74K | shares |
| TEMTEMPUS AI INC | 76 | $3.67K | shares |
| KIESPDR SERIES TRUST | 56 | $3.39K | shares |
| CGMUCAPITAL GRP FIXED INCM ETF T | 107 | $2.87K | shares |
| XTENBONDBLOXX ETF TRUST | 59 | $2.75K | shares |
| FBCGFIDELITY COVINGTON TRUST | 68 | $2.72K | shares |
| XSOEWISDOMTREE TR | 88 | $2.72K | shares |
| CGUSCAPITAL GROUP CORE EQUITY ET | 80 | $2.67K | shares |
| XHBSPDR SERIES TRUST | 27 | $2.62K | shares |
| USIGISHARES TR | 51 | $2.6K | shares |
| SCHHSCHWAB STRATEGIC TR | 86 | $1.85K | shares |
| HEFAISHARES TR | 49 | $1.78K | shares |
| DVNDEVON ENERGY CORP NEW | 44 | $1.65K | shares |
| FDEMFIDELITY COVINGTON TRUST | 58 | $1.48K | shares |
| FFLCFIDELITY COVINGTON TRUST | 33 | $1.44K | shares |
| FTECFIDELITY COVINGTON TRUST | 8 | $1.29K | shares |
| CRLCHARLES RIV LABS INTL INC | 8 | $1.2K | shares |
| HYDVANECK ETF TRUST | 21 | $1.07K | shares |
| CGDGCAPITAL GROUP DIVIDEND GROWE | 32 | $989 | shares |
| CBRLCRACKER BARREL OLD CTRY STOR | 25 | $971 | shares |
| MBBISHARES TR | 10 | $938 | shares |
| CGGOCAPITAL GROUP GBL GROWTH EQT | 32 | $907 | shares |
| NUNU HLDGS LTD | 74 | $758 | shares |
| USHYISHARES TR | 20 | $736 | shares |
| BCEBCE INC | 27 | $620 | shares |
| IONQIONQ INC | 26 | $574 | shares |
| FOOT LOCKER INCFOOT LOCKER INC | 40 | $564 | shares |
| OSURORASURE TECHNOLOGIES INC | 150 | $506 | shares |
| EWCISHARES INC | 11 | $448 | shares |
| SPIBSPDR SERIES TRUST | 11 | $366 | shares |
| VSSVANGUARD INTL EQUITY INDEX F | 3 | $347 | shares |
| SPTLSPDR SERIES TRUST | 9 | $245 | shares |
| LQDISHARES TR | 2 | $217 | shares |
| IHGINTERCONTINENTAL HOTELS GROU | 1 | $110 | shares |
| AXDXQACCELERATE DIAGNOSTICS INC | 100 | $70 | shares |
| DIGITAL ALLY INCDIGITAL ALLY INC | 827 | $20 | shares |
| LRCXLAM RESEARCH CORP | 0 | $0 | shares |
| SPGIS&P GLOBAL INC | 0 | $0 | shares |
| BNYBANK OF NY MELLON CORP | 0 | $0 | shares |
| OMCOMNICOM GROUP INC | 0 | $0 | shares |
| TXTTEXTRON INC | 0 | $0 | shares |
| NWGNATWEST GROUP PLC | 0 | $0 | shares |
| NDSNNORDSON CORP | 0 | $0 | shares |
| ALLEALLEGION PLC | 0 | $0 | shares |
| SCHYSCHWAB STRATEGIC TR | 0 | $0 | shares |
| SCHKSCHWAB STRATEGIC TR | 0 | $0 | shares |
How Q2 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 0001424717-25-000008 | base | 2025-08-05 | acceptance time not in the bulk data set |