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 501–550 of 811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO COM | 78 | $15K–$50K | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 89 | $1K–$15K | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 2027 COM | 1K | $1K–$15K | SH |
| SPNT | SIRIUSPOINT LTD COM | 670 | $1K–$15K | SH |
| PYPL | PAYPAL HLDGS INC COM | 250 | $1K–$15K | SH |
| EES | WISDOMTREE U.S. SMALLCAP FUND | 249 | $1K–$15K | SH |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 147 | $1K–$15K | SH |
| MELI | MERCADOLIBRE INC COM | 7 | $1K–$15K | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHS | 630 | $1K–$15K | SH |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 519 | $1K–$15K | SH |
| NYT | NEW YORK TIMES CO CL A | 200 | $1K–$15K | SH |
| SOLV | SOLVENTUM CORP COM SHS | 175 | $1K–$15K | SH |
| VTS | VITESSE ENERGY INC COMMON STOCK | 715 | $1K–$15K | SH |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 151 | $1K–$15K | SH |
| MET | METLIFE INC COM | 174 | $1K–$15K | SH |
| AMP | AMERIPRISE FINL INC COM | 28 | $1K–$15K | SH |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 273 | $1K–$15K | SH |
| NI | NISOURCE INC COM | 323 | $1K–$15K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC COM | 46 | $1K–$15K | SH |
| GSL | GLOBAL SHIP LEASE INC NEW COM CL A | 375 | $1K–$15K | SH |
| ESS | ESSEX PPTY TR INC COM | 50 | $1K–$15K | SH |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | 198 | $1K–$15K | SH |
| OTTR | OTTER TAIL CORP COM | 160 | $1K–$15K | SH |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 150 | $1K–$15K | SH |
| KGC | KINROSS GOLD CORP COM | 450 | $1K–$15K | SH |
| CHD | CHURCH & DWIGHT CO INC COM | 151 | $1K–$15K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 259 | $1K–$15K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 99 | $1K–$15K | SH |
| QXO | QXO INC COM NEW | 642 | $1K–$15K | SH |
| METV | ROUNDHILL BALL METAVERSE ETF | 648 | $1K–$15K | SH |
| LZ | LEGALZOOM COM INC COM | 1K | $1K–$15K | SH |
| ATEN | A10 NETWORKS INC COM | 665 | $1K–$15K | SH |
| GNRC | GENERAC HLDGS INC COM | 86 | $1K–$15K | SH |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 324 | $1K–$15K | SH |
| STLA | STELLANTIS N.V SHS | 1K | $1K–$15K | SH |
| VPU | VANGUARD UTILITIES ETF | 63 | $1K–$15K | SH |
| GIS | GENERAL MLS INC COM | 250 | $1K–$15K | SH |
| DXCM | DEXCOM INC COM | 175 | $1K–$15K | SH |
| FIBK | FIRST INTST BANCSYSTEM INC COM | 335 | $1K–$15K | SH |
| BXMT | BLACKSTONE MTG TR INC COM CL A | 605 | $1K–$15K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 38 | $1K–$15K | SH |
| VRRM | VERRA MOBILITY CORP CL A COM STK | 510 | $1K–$15K | SH |
| BP | BP PLC SPONSORED ADR | 328 | $1K–$15K | SH |
| CVCO | CAVCO INDS INC DEL COM | 19 | $1K–$15K | SH |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | 96 | $1K–$15K | SH |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 107 | $1K–$15K | SH |
| GRBK | GREEN BRICK PARTNERS INC COM | 175 | $1K–$15K | SH |
| NXPI | NXP SEMICONDUCTORS N V COM | 50 | $1K–$15K | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 50 | $1K–$15K | SH |
| NRP | NATURAL RESOURCE PARTNERS L P COM UNIT LTD PAR | 100 | $1K–$15K | SH |