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 401–450 of 811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WEC | WEC ENERGY GROUP INC COM | 256 | $15K–$50K | SH |
| AMT | AMERICAN TOWER CORP NEW COM | 150 | $15K–$50K | SH |
| THG | HANOVER INS GROUP INC COM | 144 | $15K–$50K | SH |
| MUSA | MURPHY USA INC COM | 65 | $15K–$50K | SH |
| HIG | HARTFORD INSURANCE GROUP INC COM | 188 | $15K–$50K | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 473 | $15K–$50K | SH |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | 188 | $15K–$50K | SH |
| IBCP | INDEPENDENT BK CORP MICH COM NEW | 788 | $15K–$50K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 250 | $15K–$50K | SH |
| LAD | LITHIA MTRS INC COM | 77 | $15K–$50K | SH |
| MO | ALTRIA GROUP INC COM | 435 | $15K–$50K | SH |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | 226 | $15K–$50K | SH |
| PDX | PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | 1K | $15K–$50K | SH |
| YTRA | YATRA ONLINE INC ORD SHS | 14K | $15K–$50K | SH |
| CLX | CLOROX CO DEL COM | 247 | $15K–$50K | SH |
| CNP | CENTERPOINT ENERGY INC COM | 649 | $15K–$50K | SH |
| SNEX | STONEX GROUP INC COM | 260 | $15K–$50K | SH |
| AMAT | APPLIED MATLS INC COM | 96 | $15K–$50K | SH |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 280 | $15K–$50K | SH |
| RBLX | ROBLOX CORP CL A | 303 | $15K–$50K | SH |
| MIDD | MIDDLEBY CORP COM | 165 | $15K–$50K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | 132 | $15K–$50K | SH |
| HII | HUNTINGTON INGALLS INDS INC COM | 72 | $15K–$50K | SH |
| RPM | RPM INTL INC COM | 233 | $15K–$50K | SH |
| PODD | INSULET CORP COM | 85 | $15K–$50K | SH |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 780 | $15K–$50K | SH |
| CB | CHUBB LIMITED COM | 77 | $15K–$50K | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 512 | $15K–$50K | SH |
| LUMN | LUMEN TECHNOLOGIES INC COM | 3K | $15K–$50K | SH |
| USB | US BANCORP DEL COM NEW | 435 | $15K–$50K | SH |
| RDNT | RADNET INC COM | 320 | $15K–$50K | SH |
| HMY | HARMONY GOLD MINING CO LTD SPONSORED ADR | 1K | $15K–$50K | SH |
| ALLY | ALLY FINL INC COM | 497 | $15K–$50K | SH |
| C | CITIGROUP INC COM NEW | 193 | $15K–$50K | SH |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 186 | $15K–$50K | SH |
| SNPS | SYNOPSYS INC COM | 47 | $15K–$50K | SH |
| ABSI | ABSCI CORPORATION COM | 6K | $15K–$50K | SH |
| MTH | MERITAGE HOMES CORP COM | 330 | $15K–$50K | SH |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 88 | $15K–$50K | SH |
| AGQ | PROSHARES ULTRA SILVER | 136 | $15K–$50K | SH |
| NVO | NOVO-NORDISK A S ADR | 415 | $15K–$50K | SH |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | 423 | $15K–$50K | SH |
| IDRV | ISHARES SELF-DRIVING EV & TECH ETF | 551 | $15K–$50K | SH |
| XHR | XENIA HOTELS & RESORTS INC COM | 1K | $15K–$50K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 237 | $15K–$50K | SH |
| BTO | HANCOCK JOHN FINL OPPTYS SH BEN INT NEW | 585 | $15K–$50K | SH |
| FDS | FACTSET RESH SYS INC COM | 70 | $15K–$50K | SH |
| LAUR | LAUREATE EDUCATION INC COMMON STOCK | 598 | $15K–$50K | SH |
| VOOV | VANGUARD S&P 500 VALUE ETF | 98 | $15K–$50K | SH |
| ETR | ENTERGY CORP NEW COM | 216 | $15K–$50K | SH |