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Plante Moran Financial Advisors, LLC

Q4 2024 Holdings

Filed 2025-02-05 | 911 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard S&P Small-Cap 600 ETF(VIOO)ETF921932828$24.0K2260.0%
North European Oil RTY TR SH BEN INT(NRT)Stock659310106$24.0K5,9320.0%
Invesco S&P 500 High Dividend LOW Volatility ETF(SPHD)ETF46138E362$24.2K5000.0%
Spdr Portfolio Long Term Treasury ETF(SPTL)ETF78464A664$24.3K9290.0%
WEC Energy Group Inc COM(WEC)Stock92939U106$24.5K2600.0%
EQT Corp COM(EQT)Stock26884L109$24.5K5320.0%
Check Point Software Tech LTD ORD(CHKP)StockM22465104$24.6K1320.0%
Jabil Inc COM(JBL)Stock466313103$24.8K1720.0%
Southwest Airls Co COM(LUV)Stock844741108$24.9K7400.0%
Gamestop Corp New CL A(GME)Stock36467W109$25.1K8000.0%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$25.1K5700.0%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$25.4K2000.0%
Humana Inc COM(HUM)Stock444859102$25.4K1000.0%
Meritage Homes Corp COM(MTH)Stock59001A102$25.4K1650.0%
LPL Finl Hldgs Inc COM(LPLA)Stock50212V100$25.5K780.0%
Becton Dickinson & Co COM(BDX)Stock075887109$25.6K1130.0%
Spdr S&P 600 Small Cap Value ETF(SLYV)ETF78464A300$25.9K2960.0%
Vanguard S&P Mid-Cap 400 ETF(IVOO)ETF921932885$26.0K2460.0%
Roblox Corp CL A(RBLX)Stock771049103$26.0K4500.0%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$26.1K1260.0%
Otis Worldwide Corp COM(OTIS)Stock68902V107$26.2K2830.0%
Goldman Sachs Group Inc COM(GS)Stock38141G104$26.3K460.0%
US Bancorp del COM New(USB)Stock902973304$26.6K5550.0%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$27.0K4480.0%
Charter Communications Inc New CL A(CHTR)Stock16119P108$27.1K790.0%
Lithia Mtrs Inc COM(LAD)Stock536797103$27.5K770.0%
Lockheed Martin Corp COM(LMT)Stock539830109$27.7K570.0%
Championx Corporation COM(APY1EUR)Stock15872M104$27.8K1,0220.0%
Wheaton Precious Metals Corp COM(WPM)Stock962879102$28.2K5020.0%
Autozone Inc COM(AZO)Stock053332102$28.8K90.0%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$29.3K5610.0%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$29.4K2500.0%
Trimble Inc COM(TRMB)Stock896239100$29.7K4200.0%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$29.9K3220.0%
HSBC Hldgs PLC Spon ADR New(HBC2)ADR404280406$29.9K6040.0%
Steel Dynamics Inc COM(STLD)Stock858119100$30.2K2650.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$30.4K3050.0%
Tempur Sealy Intl Inc COM(SGI)Stock88023U101$30.4K5360.0%
The Cigna Group COM(CI)Stock125523100$30.7K1110.0%
Price T Rowe Group Inc COM(TROW)Stock74144T108$31.1K2750.0%
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$31.2K2420.0%
Proshares Ultra Financials(UYG)ETF74347X633$31.8K3720.0%
Paypal Hldgs Inc COM(PYPL)Stock70450Y103$31.9K3740.0%
Spdr S&P Semiconductor ETF(XSD)ETF78464A862$32.1K1290.0%
Kite Rlty Group TR COM New(KRG)REIT49803T300$32.4K1,2840.0%
Balchem Corp COM(BCPC)Stock057665200$32.6K2000.0%
Murphy USA Inc COM(MUSA)Stock626755102$32.6K650.0%
Healthpeak Properties Inc COM(DOC)REIT42250P103$32.6K1,6100.0%
Onto Innovation Inc COM(ONTO)Stock683344105$33.3K2000.0%
Factset Resh SYS Inc COM(FDS)Stock303075105$33.6K700.0%
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