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Plante Moran Financial Advisors, LLC

Q4 2023 Holdings

Filed 2024-02-05 | 842 holdings | $956.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Lumen Technologies Inc COM(LUMN)Stock550241103$5.4K2,9760.0%
Williams COS Inc COM(WMB)Stock969457100$5.5K1570.0%
Vanguard Real Estate ETF(VNQ)ETF922908553$5.5K620.0%
Agnico Eagle Mines LTD COM(AEM)Stock008474108$5.5K1000.0%
Credo Technology Group Holding Ordinary Shares(CRDO)StockG25457105$5.6K2860.0%
Liberty Media Corp del COM Lbty SRM S AStock531229813$5.6K1940.0%
TMC the Metals Company Inc COM(TMC)Stock87261Y106$5.7K5,2000.0%
Carnival PLC ADR(CUK)ADR14365C103$5.8K3420.0%
BlackRock Enhanced Equity Divi COM(BDJ)CEF09251A104$5.8K7500.0%
Green Plains Inc COM(GPRE)Stock393222104$5.8K2290.0%
Confluent Inc Class A COM(CFLT)Stock20717M103$5.8K2470.0%
First Trust Nyse Arca Biotechnology Index Fund(FBT)ETF33733E203$5.8K370.0%
Invesco Solar ETF(TAN)ETF46138G706$5.9K1100.0%
Magna Intl Inc COM(MGA)Stock559222401$5.9K1000.0%
Biogen Inc COM(BIIB)Stock09062X103$6.2K240.0%
Sanofi Sponsored ADR(SNY)ADR80105N105$6.2K1250.0%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$6.3K1770.0%
Agree Rlty Corp COM(ADC)REIT008492100$6.3K1000.0%
XPO Inc COM(XPO)Stock983793100$6.3K720.0%
Chubb Limited COM(CB)StockH1467J104$6.3K280.0%
Ishares U.S. Aerospace & Defense ETF(ITA)ETF464288760$6.3K500.0%
Alexandria Real Estate EQ Inc COM(ARE)REIT015271109$6.3K500.0%
Quest Diagnostics Inc COM(DGX)Stock74834L100$6.3K460.0%
Unity Software Inc COM(U)Stock91332U101$6.4K1560.0%
Fidelity Msci Financials Index ETF(FNCL)ETF316092501$6.4K1200.0%
Equinix Inc COM(EQIX)REIT29444U700$6.4K80.0%
UDR Inc COM(UDR)REIT902653104$6.5K1690.0%
Olin Corp COM PAR $1(OLN)Stock680665205$6.5K1200.0%
Janus International Group Inc Common Stock(JBI)Stock47103N106$6.5K5000.0%
Eagle Point Credit Company Inc COM(ECC)CEF269808101$6.6K6950.0%
Datadog Inc CL A COM(DDOG)Stock23804L103$6.7K550.0%
Gartner Inc COM(IT)Stock366651107$6.8K150.0%
Universal Display Corp COM(OLED)Stock91347P105$6.9K360.0%
Equity Residential SH BEN INT(EQR)REIT29476L107$6.9K1130.0%
Crown Castle Inc COM(CCI)REIT22822V101$6.9K600.0%
Harmony Gold Mining Co LTD Sponsored ADR(HAM)ADR413216300$7.0K1,1350.0%
Patterson-Uti Energy Inc COM(PTEN)Stock703481101$7.0K6510.0%
Amphenol Corp New CL A(APH)Stock032095101$7.0K710.0%
Ishares 20 Year Treasury Bond ETF(TLT)ETF464287432$7.1K720.0%
Victoryshares Dividend Accelerator ETF(VSDA)ETF92647N667$7.1K1500.0%
Ready Capital Corp COM(RC)REIT75574U101$7.2K7000.0%
Verisign Inc COM(VRSN)Stock92343E102$7.2K350.0%
J.P. Morgan Alerian MLP Index ETN(AMJEUR)ETF46625H365$7.3K2860.0%
Haleon PLC Spon ADS(HLN)ADR405552100$7.3K8830.0%
ARK Next Generation Internet ETF(ARKW)ETF00214Q401$7.3K960.0%
Wheaton Precious Metals Corp COM(WPM)Stock962879102$7.4K1500.0%
Ishares Msci Brazil ETF(EWZ)ETF464286400$7.4K2120.0%
Regions Financial Corp New COM(RF)Stock7591EP100$7.4K3840.0%
Procore Technologies Inc COM(PCOR)Stock74275K108$7.5K1080.0%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$7.6K100.0%
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