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 301–350 of 811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WPM | WHEATON PRECIOUS METALS CORP COM | 502 | $50K–$100K | SH |
| CRM | SALESFORCE INC COM | 222 | $50K–$100K | SH |
| PHM | PULTE GROUP INC COM | 500 | $50K–$100K | SH |
| SCHH | SCHWAB U.S. REIT ETF | 3K | $50K–$100K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 123 | $50K–$100K | SH |
| AFL | AFLAC INC COM | 522 | $50K–$100K | SH |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 2K | $50K–$100K | SH |
| EL | LAUDER ESTEE COS INC CL A | 546 | $50K–$100K | SH |
| MDT | MEDTRONIC PLC SHS | 589 | $50K–$100K | SH |
| CMI | CUMMINS INC COM | 110 | $50K–$100K | SH |
| ENB | ENBRIDGE INC COM | 1K | $50K–$100K | SH |
| VRSK | VERISK ANALYTICS INC COM | 250 | $50K–$100K | SH |
| MRSH | MARSH COM | 300 | $50K–$100K | SH |
| HSY | HERSHEY CO COM | 300 | $50K–$100K | SH |
| COLB | COLUMBIA BKG SYS INC COM | 2K | $50K–$100K | SH |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | 537 | $50K–$100K | SH |
| GNTX | GENTEX CORP COM | 2K | $50K–$100K | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 640 | $50K–$100K | SH |
| FDX | FEDEX CORP COM | 183 | $50K–$100K | SH |
| EA | ELECTRONIC ARTS INC COM | 258 | $50K–$100K | SH |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | 568 | $50K–$100K | SH |
| IXN | ISHARES GLOBAL TECH ETF | 490 | $50K–$100K | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 300 | $50K–$100K | SH |
| NOK | NOKIA CORP SPONSORED ADR | 8K | $50K–$100K | SH |
| CVS | CVS HEALTH CORP COM | 635 | $50K–$100K | SH |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | 458 | $50K–$100K | SH |
| EMR | EMERSON ELEC CO COM | 371 | $15K–$50K | SH |
| DAL | DELTA AIR LINES INC DEL COM NEW | 704 | $15K–$50K | SH |
| CI | THE CIGNA GROUP COM | 176 | $15K–$50K | SH |
| ARKK | ARK INNOVATION ETF | 629 | $15K–$50K | SH |
| FTSL | FIRST TRUST SENIOR LOAN FUND | 1K | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | 546 | $15K–$50K | SH |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | 1K | $15K–$50K | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 116 | $15K–$50K | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | 536 | $15K–$50K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 506 | $15K–$50K | SH |
| MAS | MASCO CORP COM | 750 | $15K–$50K | SH |
| FISV | FISERV INC COM | 685 | $15K–$50K | SH |
| MSCI | MSCI INC COM | 80 | $15K–$50K | SH |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 482 | $15K–$50K | SH |
| FBNC | FIRST BANCORP N C COM | 893 | $15K–$50K | SH |
| CTAS | CINTAS CORP COM | 240 | $15K–$50K | SH |
| O | REALTY INCOME CORP COM | 800 | $15K–$50K | SH |
| STLD | STEEL DYNAMICS INC COM | 265 | $15K–$50K | SH |
| TROW | PRICE T ROWE GROUP INC COM | 426 | $15K–$50K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVERS COM | 3K | $15K–$50K | SH |
| LULU | LULULEMON ATHLETICA INC COM | 200 | $15K–$50K | SH |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | 129 | $15K–$50K | SH |
| NRG | NRG ENERGY INC COM NEW | 261 | $15K–$50K | SH |
| CPRT | COPART INC COM | 1K | $15K–$50K | SH |