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 201–250 of 811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AXON | AXON ENTERPRISE INC COM | 240 | $100K–$500K | SH |
| PFE | PFIZER INC COM | 5K | $100K–$500K | SH |
| MCK | MCKESSON CORP COM | 165 | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 459 | $100K–$500K | SH |
| SPGM | SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | 2K | $100K–$500K | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 1K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO COM | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 2K | $100K–$500K | SH |
| ECL | ECOLAB INC COM | 475 | $100K–$500K | SH |
| NBTB | NBT BANCORP INC COM | 3K | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 685 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 1K | $100K–$500K | SH |
| BX | BLACKSTONE INC COM | 768 | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP COM | 485 | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 1K | $100K–$500K | SH |
| IDA | IDACORP INC COM | 900 | $100K–$500K | SH |
| HUBB | HUBBELL INC COM | 255 | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 394 | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 189 | $100K–$500K | SH |
| WSM | WILLIAMS SONOMA INC COM | 594 | $100K–$500K | SH |
| INTU | INTUIT COM | 159 | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 275 | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 270 | $100K–$500K | SH |
| BLK | BLACKROCK INC COM | 98 | $100K–$500K | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 672 | $100K–$500K | SH |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | 2K | $100K–$500K | SH |
| PSX | PHILLIPS 66 COM | 790 | $100K–$500K | SH |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | 2K | $100K–$500K | SH |
| MMM | 3M CO COM | 630 | $100K–$500K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 2K | $50K–$100K | SH |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | 635 | $50K–$100K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 2K | $50K–$100K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 1K | $50K–$100K | SH |
| WTFC | WINTRUST FINL CORP COM | 685 | $50K–$100K | SH |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 905 | $50K–$100K | SH |
| VLTO | VERALTO CORP COM SHS | 957 | $50K–$100K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 563 | $50K–$100K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 534 | $50K–$100K | SH |
| CL | COLGATE PALMOLIVE CO COM | 1K | $50K–$100K | SH |
| STEL | STELLAR BANCORP INC COM | 3K | $50K–$100K | SH |
| RSG | REPUBLIC SVCS INC COM | 433 | $50K–$100K | SH |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 1K | $50K–$100K | SH |
| T | AT&T INC COM | 4K | $50K–$100K | SH |
| CSX | CSX CORP COM | 3K | $50K–$100K | SH |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 3K | $50K–$100K | SH |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 1K | $50K–$100K | SH |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | 547 | $50K–$100K | SH |
| ADI | ANALOG DEVICES INC COM | 325 | $50K–$100K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOBAL COM | 9K | $50K–$100K | SH |