Plante Moran Financial Advisors, LLC New Holdings in Q3 2025

Plante Moran Financial Advisors, LLC

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BHB
Bar Harbor Bankshares

Financial Services
19.7K
New
$28.64 - $32.84 $564K - $647K
19.7K $599K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.43K
New
$48.5 - $50.19 $312K - $323K
6.43K $322K
WSBC
Wesbanco Inc

Financial Services
7.2K
New
$29.44 - $33.7 $212K - $243K
7.2K $229K
AROW
Arrow Financial Corp

Financial Services
4.91K
New
$26.16 - $29.8 $128K - $146K
4.91K $138K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.6K
New
$41.43 - $44.2 $108K - $115K
2.6K $114K
VLUE
Ishares Msci Usa Value Factor

ETFs
807
New
$111.55 - $125.05 $90K - $101K
807 $100K
TLT
Ishares Barclays 20+ Year Trea

ETFs
851
New
$85.01 - $90.35 $72.3K - $76.9K
851 $76K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.19K
New
$55.15 - $58.11 $65.4K - $68.9K
1.19K $68K
VOOV
Vanguard S&P 500 Value ETF

ETFs
247
New
$187.97 - $199.47 $46.4K - $49.3K
247 $49K
FBNC
First Bancorp

Financial Services
889
New
$45.56 - $55.55 $40.5K - $49.4K
889 $47K
AVEM
American Centy ETF Tr Avantis

ETFs
533
New
$68.33 - $75.41 $36.4K - $40.2K
533 $40K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
793
New
$43.1 - $44.6 $34.2K - $35.4K
793 $35K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
802
New
$39.37 - $44.24 $31.6K - $35.5K
802 $35K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
539
New
$59.61 - $63.09 $32.1K - $34K
539 $33K
IBCP
Independent Bank Corp

Financial Services
782
New
$30.09 - $34.6 $23.5K - $27.1K
782 $24K
AVDV
American Centy ETF Tr Avantis

ETFs
226
New
$79.24 - $89.03 $17.9K - $20.1K
226 $20K
HDV
Ishares Core High Dividend ETF

ETFs
150
New
$118.16 - $123.66 $17.7K - $18.5K
150 $18K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
316
New
$50.43 - $58.95 $15.9K - $18.6K
316 $16K
IXUS
Ishares Tr

ETFs
150
New
$76.35 - $82.58 $11.5K - $12.4K
150 $12K
KKR
Kkr & Co. Inc.

Financial Services
89
New
$129.95 - $152.16 $11.6K - $13.5K
89 $11K
FNDE
Schwab Fundamental Emerging Mk

ETFs
324
New
$33.13 - $36.31 $10.7K - $11.8K
324 $11K
NXPI
Nxp Semiconductors N.V.

Technology
50
New
$205.16 - $239.07 $10.3K - $12K
50 $11K
NDAQ
Nasdaq, Inc.

Financial Services
96
New
$86.73 - $96.94 $8.33K - $9.31K
96 $8K
XLRE
Select Sector Spdr Tr Real Est

ETFs
156
New
$40.94 - $42.85 $6.39K - $6.68K
156 $6K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
279
New
$23.9 - $24.45 $6.67K - $6.82K
279 $6K
IVZ
Invesco Ltd.

Financial Services
295
New
$16.17 - $23.0 $4.77K - $6.79K
295 $6K
UBER
Uber Technologies, Inc

Technology
62
New
$86.91 - $99.57 $5.39K - $6.17K
62 $6K
SAN
Banco Santander, S.A.

Financial Services
517
New
$8.27 - $10.48 $4.28K - $5.42K
517 $5K
FLEX
Flex Ltd.

Technology
92
New
$48.49 - $59.33 $4.46K - $5.46K
92 $5K
SF
Stifel Financial Corp

Financial Services
36
New
$105.26 - $116.4 $3.79K - $4.19K
36 $4K
WDAY
Workday, Inc.

Technology
19
New
$213.69 - $247.69 $4.06K - $4.71K
19 $4K
RELX
Relx PLC

Communication Services
87
New
$45.13 - $54.19 $3.93K - $4.71K
87 $4K
OMER
Omeros Corp

Healthcare
1K
New
$3.06 - $4.48 $3.06K - $4.48K
1K $4K
SPIB
Spdr Portfolio Intermediate Te

ETFs
138
New
$33.26 - $34.01 $4.59K - $4.69K
138 $4K
SAP
Sap Se

Technology
17
New
$252.42 - $311.93 $4.29K - $5.3K
17 $4K
MNST
Monster Beverage Corp

Consumer Defensive
69
New
$58.65 - $67.31 $4.05K - $4.64K
69 $4K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
50
New
$70.77 - $73.59 $3.54K - $3.68K
50 $3K
CBRE
Cbre Group, Inc.

Real Estate
22
New
$137.04 - $165.9 $3.01K - $3.65K
22 $3K
ENTG
Entegris Inc

Technology
38
New
$72.03 - $95.97 $2.74K - $3.65K
38 $3K
EQIX
Equinix Inc

Real Estate
5
New
$756.7 - $811.13 $3.78K - $4.06K
5 $3K
JNK
Spdr Bloomberg High Yield Bond

ETFs
40
New
$96.22 - $98.19 $3.85K - $3.93K
40 $3K
SANM
Sanmina Corp

Technology
25
New
$95.79 - $123.84 $2.39K - $3.1K
25 $2K
EOG
Eog Resources Inc

Energy
18
New
$112.12 - $126.1 $2.02K - $2.27K
18 $2K
SPOT
Spotify Technology S.A.

Communication Services
3
New
$620.01 - $738.53 $1.86K - $2.22K
3 $2K
CW
Curtiss Wright Corp

Industrials
4
New
$472.43 - $542.94 $1.89K - $2.17K
4 $2K
TNC
Tennant CO

Industrials
28
New
$79.52 - $85.34 $2.23K - $2.39K
28 $2K
ARGX
Argenx Se

Healthcare
4
New
$538.64 - $768.0 $2.15K - $3.07K
4 $2K
PFGC
Performance Food Group CO

Consumer Defensive
24
New
$88.19 - $102.08 $2.12K - $2.45K
24 $2K
BWXT
Bwx Technologies, Inc.

Industrials
15
New
$136.45 - $184.37 $2.05K - $2.77K
15 $2K
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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