Plante Moran Financial Advisors, LLC Incresed Positions in Q3 2025

Plante Moran Financial Advisors, LLC

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
96.4K
+ 6.83%
$567.77 - $614.76 $54.7M - $59.3M
1.51M $924M
VXF
Vanguard Extended Market ETF

ETFs
25.5K
+ 3.61%
$193.58 - $213.07 $4.95M - $5.44M
733K $154M
VEA
Vanguard Ftse Developed Market

ETFs
168K
+ 8.66%
$56.02 - $60.3 $9.43M - $10.2M
2.11M $127M
VBR
Vanguard Small Cap Value ETF

ETFs
3.43K
+ 2.98%
$195.41 - $212.37 $670K - $728K
118K $24.7M
IVV
Ishares Core S&P 500 ETF

ETFs
2.14K
+ 17.33%
$620.67 - $670.08 $1.33M - $1.44M
14.5K $9.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
325
+ 1.14%
$617.65 - $666.84 $201K - $217K
28.8K $19.2M
JNJ
Johnson & Johnson

Healthcare
6.47K
+ 65.04%
$155.17 - $185.42 $1M - $1.2M
16.4K $3.04M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.4K
+ 3.29%
$39.8 - $42.86 $454K - $489K
358K $15.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.84K
+ 0.77%
$28.15 - $30.13 $136K - $146K
631K $18.7M
WM
Waste Management Inc

Industrials
2.67K
+ 547.34%
$213.88 - $237.1 $571K - $633K
3.16K $697K
AEP
American Electric Power CO Inc

Utilities
2.97K
+ 990.67%
$103.26 - $115.0 $307K - $342K
3.27K $368K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.7K
+ 131.69%
$21.69 - $23.34 $275K - $296K
22.3K $519K
CVX
Chevron Corp

Energy
1.18K
+ 23.46%
$145.57 - $161.83 $172K - $191K
6.2K $963K
PEP
Pepsico Inc

Consumer Defensive
22
+ 0.08%
$133.81 - $152.16 $2.94K - $3.35K
27.3K $3.84M
UNP
Union Pacific Corp

Industrials
854
+ 55.42%
$214.91 - $237.16 $184K - $203K
2.4K $566K
QQQ
Invesco Qqq Trust, Series 1

ETFs
29
+ 0.73%
$546.99 - $602.2 $15.9K - $17.5K
3.98K $2.39M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.86K
+ 117.86%
$82.96 - $95.7 $154K - $178K
3.44K $308K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.94K
+ 15.18%
$62.09 - $66.51 $121K - $129K
14.7K $961K
IAU
Ishares Gold Trust

ETFs
1.38K
+ 50.09%
$61.62 - $72.77 $85.3K - $101K
4.15K $301K
CMCSA
Comcast Corp

Communication Services
4.17K
+ 89.37%
$31.41 - $36.33 $131K - $152K
8.84K $277K
DE
Deere & CO

Industrials
300
+ 49.26%
$457.26 - $524.37 $137K - $157K
909 $415K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
168
+ 1.98%
$108.46 - $120.63 $18.2K - $20.3K
8.65K $1.03M
LOW
Lowes Companies Inc

Consumer Cyclical
328
+ 85.42%
$215.01 - $273.02 $70.5K - $89.6K
712 $178K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.71K
+ 1171.23%
$49.43 - $54.52 $84.5K - $93.2K
1.86K $100K
VBK
Vanguard Small Cap Growth ETF

ETFs
20
+ 0.48%
$276.51 - $305.12 $5.53K - $6.1K
4.19K $1.25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
387
+ 21.08%
$181.56 - $190.33 $70.3K - $73.7K
2.22K $421K
TJX
Tjx Companies Inc

Consumer Cyclical
22
+ 0.62%
$121.35 - $144.54 $2.67K - $3.18K
3.56K $514K
IWD
Ishares Russell 1000 Val ETF

ETFs
158
+ 3.5%
$192.76 - $203.86 $30.5K - $32.2K
4.67K $950K
IWM
Ishares Russell 2000 ETF

ETFs
37
+ 1.49%
$214.92 - $244.84 $7.95K - $9.06K
2.52K $608K
RTX
Raytheon Technologies Corp

Industrials
87
+ 3.19%
$144.19 - $167.33 $12.5K - $14.6K
2.81K $470K
GE
General Electric CO

Industrials
81
+ 7.26%
$244.75 - $305.63 $19.8K - $24.8K
1.2K $360K
VMC
Vulcan Materials CO

Basic Materials
210
+ 152.17%
$260.62 - $307.62 $54.7K - $64.6K
348 $107K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
673
+ 30.15%
$84.28 - $89.46 $56.7K - $60.2K
2.91K $258K
FEX
First Tr Large Cap Core Alphde

ETFs
441
+ 16.52%
$110.0 - $117.08 $48.5K - $51.6K
3.11K $363K
VO
Vanguard Mid Cap ETF

ETFs
35
+ 0.83%
$279.83 - $293.74 $9.79K - $10.3K
4.24K $1.25M
IYW
Ishares Dj Us Tech ETF

ETFs
140
+ 7.54%
$171.38 - $197.01 $24K - $27.6K
2K $390K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
243
+ 3.17%
$72.65 - $78.68 $17.7K - $19.1K
7.91K $619K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.0%
$24.46 - $26.5 $24.5 - $26.5
32.1K $846K
XOM
Exxon Mobil Corp

Energy
12
+ 0.1%
$105.83 - $117.22 $1.27K - $1.41K
12.1K $1.37M
DFAT
Dimensional ETF Tr U S Target

ETFs
2
+ 0.01%
$53.36 - $59.69 $107 - $119
14.3K $835K
T
At&T Inc.

Communication Services
2.12K
+ 160.59%
$26.94 - $29.62 $57K - $62.6K
3.43K $96K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
37
+ 4.83%
$224.68 - $282.71 $8.31K - $10.5K
803 $224K
IWR
Ishares Russell Mid Cap ETF

ETFs
59
+ 0.63%
$92.26 - $97.51 $5.44K - $5.75K
9.5K $916K
DD
Du Pont De Nemours, Inc.

Basic Materials
498
+ 46.94%
$69.9 - $78.26 $34.8K - $39K
1.56K $121K
CSCO
Cisco Systems, Inc.

Technology
782
+ 10.26%
$66.2 - $71.79 $51.8K - $56.1K
8.41K $575K
KLAC
Kla Corp

Technology
9
+ 4.59%
$843.9 - $1078.6 $7.6K - $9.71K
205 $221K
IEFA
Ishares Tr

ETFs
346
+ 8.46%
$81.7 - $87.53 $28.3K - $30.3K
4.44K $387K
BAC
Bank Of America Corp

Financial Services
417
+ 7.47%
$44.92 - $52.42 $18.7K - $21.9K
6K $309K
AVUV
American Centy ETF Tr Avantis

ETFs
371
+ 92.29%
$90.37 - $102.12 $33.5K - $37.9K
773 $76K
Activity Summary
Buys All Purchases 261 New Holdings 109 Increased Positions 152 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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