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 551–600 of 811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 229 | $1K–$15K | SH |
| RF | REGIONS FINANCIAL CORP NEW COM | 384 | $1K–$15K | SH |
| NIO | NIO INC SPON ADS | 2K | $1K–$15K | SH |
| FICO | FAIR ISAAC CORP COM | 6 | $1K–$15K | SH |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | 107 | $1K–$15K | SH |
| XPO | XPO INC COM | 72 | $1K–$15K | SH |
| TGT | TARGET CORP COM | 100 | $1K–$15K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 199 | $1K–$15K | SH |
| ADUS | ADDUS HOMECARE CORP COM | 90 | $1K–$15K | SH |
| PLOW | DOUGLAS DYNAMICS INC COM | 295 | $1K–$15K | SH |
| KKR | KKR & CO INC COM | 75 | $1K–$15K | SH |
| VDC | VANGUARD CONSUMER STAPLES ETF | 45 | $1K–$15K | SH |
| TTD | THE TRADE DESK INC COM CL A | 250 | $1K–$15K | SH |
| WMB | WILLIAMS COS INC COM | 157 | $1K–$15K | SH |
| PCG | PG&E CORP COM | 585 | $1K–$15K | SH |
| KMI | KINDER MORGAN INC DEL COM | 340 | $1K–$15K | SH |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | 351 | $1K–$15K | SH |
| NDAQ | NASDAQ INC COM | 96 | $1K–$15K | SH |
| XTN | STATE STREET SPDR S&P TRANSPORTATION ETF | 102 | $1K–$15K | SH |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 200 | $1K–$15K | SH |
| OXY | OCCIDENTAL PETE CORP COM | 224 | $1K–$15K | SH |
| PSMT | PRICESMART INC COM | 75 | $1K–$15K | SH |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | 142 | $1K–$15K | SH |
| ETHE | GRAYSCALE ETHEREUM STAKING ETF | 376 | $1K–$15K | SH |
| XHS | STATE STREET SPDR S&P HEALTH CARE SERVICES ETF | 85 | $1K–$15K | SH |
| ALEX | ALEXANDER & BALDWIN INC NEW COM | 435 | $1K–$15K | SH |
| IIIV | I3 VERTICALS INC COM CL A | 355 | $1K–$15K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 108 | $1K–$15K | SH |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | 118 | $1K–$15K | SH |
| BA-PA | BOEING CO DEP CONV PFD A | 125 | $1K–$15K | SH |
| ADSK | AUTODESK INC COM | 29 | $1K–$15K | SH |
| TFC | TRUIST FINL CORP COM | 173 | $1K–$15K | SH |
| VRSN | VERISIGN INC COM | 35 | $1K–$15K | SH |
| TREE | LENDINGTREE INC NEW COM | 160 | $1K–$15K | SH |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | 422 | $1K–$15K | SH |
| LQDT | LIQUIDITY SVCS INC COM | 276 | $1K–$15K | SH |
| APAM | ARTISAN PARTNERS ASSET MGMT IN CL A | 205 | $1K–$15K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 214 | $1K–$15K | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 357 | $1K–$15K | SH |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | 1K | $1K–$15K | SH |
| EOLS | EVOLUS INC COM | 1K | $1K–$15K | SH |
| KD | KYNDRYL HLDGS INC COMMON STOCK | 304 | $1K–$15K | SH |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 208 | $1K–$15K | SH |
| UTI | UNIVERSAL TECHNICAL INST INC COM | 300 | $1K–$15K | SH |
| ALG | ALAMO GROUP INC COM | 46 | $1K–$15K | SH |
| VTR | VENTAS INC COM | 99 | $1K–$15K | SH |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | 37 | $1K–$15K | SH |
| SLB | SLB LIMITED COM STK | 198 | $1K–$15K | SH |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | 720 | $1K–$15K | SH |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | 84 | $1K–$15K | SH |