Plante Moran Financial Advisors, LLC Reduced Holdings in Q3 2025

Plante Moran Financial Advisors, LLC

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-3.72K
- 18.39%
$491.09 - $535.64 $1.83M - $1.99M
16.5K $8.56M
MUB
Ishares National Muni Bond ETF

ETFs
-17.6K
- 6.73%
$103.24 - $106.68 $1.81M - $1.87M
243K $25.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.9K
- 29.72%
$459.11 - $506.91 $1.33M - $1.47M
6.86K $3.45M
VCIT
Vanguard Intermediate Term Cor

ETFs
-15.1K
- 92.68%
$81.75 - $84.54 $1.24M - $1.28M
1.2K $100K
VTV
Vanguard Value ETF

ETFs
-4.2K
- 53.64%
$175.51 - $186.57 $737K - $784K
3.63K $676K
IWV
Ishares Russell 3000 ETF

ETFs
-1.51K
- 75.32%
$351.04 - $379.81 $530K - $574K
495 $187K
SYK
Stryker Corp

Healthcare
-590
- 7.11%
$368.57 - $403.53 $217K - $238K
7.71K $2.85M
JPM
Jpmorgan Chase & CO

Financial Services
-2.2K
- 17.42%
$282.78 - $316.06 $622K - $696K
10.4K $3.29M
XPO
Xpo Logistics, Inc.

Industrials
-2.55K
- 97.26%
$118.79 - $138.31 $303K - $353K
72 $9K
COST
Costco Wholesale Corp

Consumer Defensive
-206
- 13.61%
$915.95 - $994.57 $189K - $205K
1.31K $1.21M
WMT
Walmart Inc.

Consumer Defensive
-2.32K
- 45.71%
$94.4 - $104.27 $219K - $241K
2.75K $283K
LLY
Eli Lilly & CO

Healthcare
-218
- 12.41%
$625.65 - $812.69 $136K - $177K
1.54K $1.17M
V
Visa Inc.

Financial Services
-291
- 9.68%
$332.09 - $358.86 $96.6K - $104K
2.72K $926K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-648
- 50.43%
$311.12 - $482.13 $202K - $312K
637 $290K
MAR
Marriott International Inc

Consumer Cyclical
-273
- 9.22%
$255.35 - $282.87 $69.7K - $77.2K
2.69K $699K
META
Meta Platforms, Inc.

Communication Services
-136
- 6.08%
$695.21 - $791.73 $94.5K - $108K
2.1K $1.54M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.24K
- 81.53%
$82.42 - $87.03 $102K - $108K
280 $24K
HON
Honeywell International Inc

Industrials
-290
- 20.67%
$207.7 - $240.4 $60.2K - $69.7K
1.11K $234K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.23K
- 72.54%
$72.57 - $74.72 $89.3K - $92K
466 $34K
DIS
Walt Disney CO

Communication Services
-155
- 2.15%
$112.25 - $124.0 $17.4K - $19.2K
7.06K $808K
MMM
3 M CO

Industrials
-563
- 66.86%
$144.41 - $160.2 $81.3K - $90.2K
279 $43K
KO
Coca Cola CO

Consumer Defensive
-1.01K
- 39.13%
$65.67 - $71.67 $66.4K - $72.5K
1.57K $104K
ADP
Automatic Data Processing Inc

Industrials
-167
- 13.78%
$288.69 - $310.94 $48.2K - $51.9K
1.05K $306K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-216
- 82.13%
$259.44 - $278.65 $56K - $60.2K
47 $12K
DAL
Delta Air Lines, Inc.

Industrials
-1.21K
- 63.14%
$49.0 - $61.97 $59.1K - $74.7K
704 $39K
ACN
Accenture PLC

Technology
-62
- 8.6%
$232.56 - $304.78 $14.4K - $18.9K
659 $162K
IBM
International Business Machines Corp

Technology
-47
- 1.56%
$234.77 - $292.47 $11K - $13.7K
2.97K $838K
NFLX
Netflix Inc

Communication Services
-3
- 0.88%
$1147.87 - $1297.18 $3.44K - $3.89K
339 $406K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-550
- 15.35%
$132.9 - $142.03 $73.1K - $78.1K
3.03K $427K
NOW
Service Now, Inc.

Technology
-44
- 73.33%
$850.86 - $1044.69 $37.4K - $46K
16 $14K
HWM
Howmet Aerospace Inc.

Industrials
-246
- 98.8%
$171.0 - $196.23 $42.1K - $48.3K
3 $0
MCD
Mcdonalds Corp

Consumer Cyclical
-324
- 7.29%
$291.67 - $316.99 $94.5K - $103K
4.12K $1.25M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-844
- 11.35%
$135.0 - $146.02 $114K - $123K
6.6K $960K
WDC
Western Digital Corp

Technology
-709
- 95.55%
$63.84 - $120.06 $45.3K - $85.1K
33 $3K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-599
- 56.89%
$38.58 - $58.24 $23.1K - $34.9K
454 $17K
JCI
Johnson Controls International PLC

Industrials
-367
- 91.07%
$103.24 - $111.73 $37.9K - $41K
36 $3K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-524
- 40.03%
$80.54 - $89.67 $42.2K - $47K
785 $68K
SHW
Sherwin Williams CO

Basic Materials
-111
- 90.24%
$330.88 - $375.23 $36.7K - $41.7K
12 $4K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-482
- 40.54%
$75.26 - $80.19 $36.3K - $38.7K
707 $56K
PANW
Palo Alto Networks Inc

Technology
-148
- 23.95%
$167.06 - $208.19 $24.7K - $30.8K
470 $95K
APH
Amphenol Corp

Technology
-446
- 45.93%
$97.39 - $125.4 $43.4K - $55.9K
525 $64K
PGR
Progressive Corp

Financial Services
-101
- 29.62%
$238.61 - $264.3 $24.1K - $26.7K
240 $59K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-1.66K
- 72.51%
$20.98 - $26.94 $34.9K - $44.8K
630 $15K
AMAT
Applied Materials Inc

Technology
-208
- 37.96%
$156.25 - $204.95 $32.5K - $42.6K
340 $69K
ADBE
Adobe Inc.

Technology
-35
- 6.65%
$333.65 - $392.1 $11.7K - $13.7K
491 $173K
VZ
Verizon Communications Inc

Communication Services
-693
- 33.4%
$40.84 - $45.06 $28.3K - $31.2K
1.38K $60K
NEOG
Neogen Corp

Healthcare
-5.86K
- 87.39%
$4.65 - $5.75 $27.3K - $33.7K
846 $4K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-293
- 25.48%
$121.46 - $130.92 $35.6K - $38.4K
857 $111K
MFC
Manulife Financial Corp

Financial Services
-662
- 9.04%
$29.9 - $32.34 $19.8K - $21.4K
6.66K $207K
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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