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 651–700 of 811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WAB | WABTEC COM | 20 | $1K–$15K | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 88 | $1K–$15K | SH |
| SAP | SAP SE SPON ADR | 17 | $1K–$15K | SH |
| HCKT | HACKETT GROUP INC COM | 210 | $1K–$15K | SH |
| BHVN | BIOHAVEN LTD COM | 362 | $1K–$15K | SH |
| WDAY | WORKDAY INC CL A | 19 | $1K–$15K | SH |
| APO | APOLLO GLOBAL MGMT INC COM | 28 | $1K–$15K | SH |
| HPQ | HP INC COM | 178 | $1K–$15K | SH |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 51 | $1K–$15K | SH |
| DSP | VIANT TECHNOLOGY INC COM CL A | 325 | $1K–$15K | SH |
| KKR-PD | KKR & CO INC 6.25 CON SER D | 75 | $1K–$15K | SH |
| SHW | SHERWIN WILLIAMS CO COM | 12 | $1K–$15K | SH |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | 165 | $1K–$15K | SH |
| QXO-PB | QXO INC 5.50 DEP PFD | 70 | $1K–$15K | SH |
| RLI | RLI CORP COM | 60 | $1K–$15K | SH |
| EQIX | EQUINIX INC COM | 5 | $1K–$15K | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 40 | $1K–$15K | SH |
| NPKI | NPK INTERNATIONAL INC COM SHS | 320 | $1K–$15K | SH |
| HOLX | HOLOGIC INC COM | 51 | $1K–$15K | SH |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | 72 | $1K–$15K | SH |
| QBTS | D-WAVE QUANTUM INC COM | 144 | $1K–$15K | SH |
| SANM | SANMINA CORPORATION COM | 25 | $1K–$15K | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 50 | $1K–$15K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 73 | $1K–$15K | SH |
| XEL | XCEL ENERGY INC COM | 50 | $1K–$15K | SH |
| MGM | MGM RESORTS INTERNATIONAL COM | 100 | $1K–$15K | SH |
| ED | CONSOLIDATED EDISON INC COM | 36 | $1K–$15K | SH |
| HRL | HORMEL FOODS CORP COM | 150 | $1K–$15K | SH |
| SMR | NUSCALE PWR CORP CL A COM | 250 | $1K–$15K | SH |
| CBRE | CBRE GROUP INC CL A | 22 | $1K–$15K | SH |
| DEO | DIAGEO PLC SPON ADR NEW | 41 | $1K–$15K | SH |
| RELX | RELX PLC SPONSORED ADR | 87 | $1K–$15K | SH |
| RAAX | VANECK REAL ASSETS ETF | 100 | $1K–$15K | SH |
| REI | RING ENERGY INC COM | 4K | $1K–$15K | SH |
| FC | FRANKLIN COVEY CO COM | 205 | $1K–$15K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 46 | $1K–$15K | SH |
| ARGX | ARGENX SE SPONSORED ADR | 4 | $1K–$15K | SH |
| LADR | LADDER CAP CORP CL A | 300 | $1K–$15K | SH |
| JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCK | 500 | $1K–$15K | SH |
| SYF | SYNCHRONY FINANCIAL COM | 39 | $1K–$15K | SH |
| AEIS | ADVANCED ENERGY INDS COM | 15 | $1K–$15K | SH |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | 20 | $1K–$15K | SH |
| MSTR | STRATEGY INC CL A NEW | 20 | $1K–$15K | SH |
| BHP | BHP GROUP LTD SPONSORED ADS | 50 | $1K–$15K | SH |
| BIIB | BIOGEN INC COM | 17 | $1K–$15K | SH |
| FFIN | FIRST FINL BANKSHARES INC COM | 100 | $1K–$15K | SH |
| KR | KROGER CO COM | 48 | $1K–$15K | SH |
| HAL | HALLIBURTON CO COM | 104 | $1K–$15K | SH |
| MOG.A | MOOG INC CL A | 12 | $1K–$15K | SH |
| ABAT | AMERICAN BATTERY TECHNOLOGY COM NEW | 875 | $1K–$15K | SH |