CIK 1424717
Plante Moran Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
811
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TTEK | TETRA TECH INC NEW COM | 595 | $15K–$50K | SH |
| CINF | CINCINNATI FINL CORP COM | 117 | $15K–$50K | SH |
| UPST | UPSTART HLDGS INC COM | 436 | $15K–$50K | SH |
| SWK | STANLEY BLACK & DECKER INC COM | 255 | $15K–$50K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 54 | $15K–$50K | SH |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 411 | $15K–$50K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 110 | $15K–$50K | SH |
| NUE | NUCOR CORP COM | 115 | $15K–$50K | SH |
| KVUE | KENVUE INC COM | 1K | $15K–$50K | SH |
| SNA | SNAP ON INC COM | 54 | $15K–$50K | SH |
| UFPI | UFP INDUSTRIES INC COM | 202 | $15K–$50K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | 203 | $15K–$50K | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 41 | $15K–$50K | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 150 | $15K–$50K | SH |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | 17 | $15K–$50K | SH |
| SILA | SILA REALTY TRUST INC COMMON STOCK | 755 | $15K–$50K | SH |
| BMVP | INVESCO BLOOMBERG MVP MULTI-FACTOR ETF | 360 | $15K–$50K | SH |
| ACA | ARCOSA INC COM | 165 | $15K–$50K | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 251 | $15K–$50K | SH |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 44 | $15K–$50K | SH |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | 219 | $15K–$50K | SH |
| OMER | OMEROS CORP COM | 1K | $15K–$50K | SH |
| LPLA | LPL FINL HLDGS INC COM | 48 | $15K–$50K | SH |
| BAX | BAXTER INTL INC COM | 895 | $15K–$50K | SH |
| RUSHA | RUSH ENTERPRISES INC CL A | 316 | $15K–$50K | SH |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 220 | $15K–$50K | SH |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 61 | $15K–$50K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | 450 | $15K–$50K | SH |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | 649 | $15K–$50K | SH |
| AAL | AMERICAN AIRLS GROUP INC COM | 1K | $15K–$50K | SH |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A | 79 | $15K–$50K | SH |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | 648 | $15K–$50K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | 50 | $15K–$50K | SH |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | 640 | $15K–$50K | SH |
| ULTA | ULTA BEAUTY INC COM | 27 | $15K–$50K | SH |
| OHI | OMEGA HEALTHCARE INVS INC COM | 366 | $15K–$50K | SH |
| FTDS | FIRST TRUST DIVIDEND STRENGTH ETF | 286 | $15K–$50K | SH |
| MRVL | MARVELL TECHNOLOGY INC COM | 190 | $15K–$50K | SH |
| NOW | SERVICENOW INC COM | 105 | $15K–$50K | SH |
| GME | GAMESTOP CORP NEW CL A | 800 | $15K–$50K | SH |
| RY | ROYAL BK CDA COM | 93 | $15K–$50K | SH |
| AVB | AVALONBAY CMNTYS INC COM | 87 | $15K–$50K | SH |
| SFL | SFL CORPORATION LTD SHS | 2K | $15K–$50K | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 175 | $15K–$50K | SH |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 532 | $15K–$50K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 49 | $15K–$50K | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 197 | $15K–$50K | SH |
| PWV | INVESCO LARGE CAP VALUE ETF | 229 | $15K–$50K | SH |
| EZM | WISDOMTREE U.S. MIDCAP FUND | 228 | $15K–$50K | SH |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | 315 | $15K–$50K | SH |