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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
Sabra Health Care REIT Inc COM(SBRA)REIT78573L106$433250.0%
Interpublic Group COS Inc COM(IPG)Stock460690100$448160.0%
OGE Energy Corp COM(OGE)Stock670837103$454110.0%
Invesco LTD SHS(IVZ)StockG491BT108$454260.0%
Portillos Inc COM CL A(PTLO)Stock73642K106$470500.0%
Beyond Meat Inc COM(BYND)Stock08862E109$4701250.0%
Advisorshares Pure Cannabis ETF(YOLO)ETF00768Y495$4842000.0%
PPL Corp COM(PPL)Stock69351T106$487150.0%
Zoom Communications Inc CL A(ZM)Stock98980L101$49060.0%
Adaptimmune Therapeutics PLC Sponds ADR(ADAPY)ADR00653A107$4989250.0%
Nebius Group N.V. SHS Class A(NBIS)StockN97284108$499180.0%
Ishares International High Yield Bond ETF(EUHY)ETF464286210$517110.0%
Astera Labs Inc COM(ALAB)Stock04626A103$53040.0%
Alliant Energy Corp COM(LNT)Stock018802108$53290.0%
Cloudflare Inc CL A COM(NET)Stock18915M107$53850.0%
Orasure Technologies Inc COM(OSUR)Stock68554V108$5421500.0%
Ishares Core International Aggregate Bond ETF(IAGG)ETF46435G672$549110.0%
Edison Intl COM(EIX)Stock281020107$55970.0%
Spdr Blackstone High Income ETF(HYBL)ETF78470P846$567200.0%
NCR Voyix Corporation COM(VYX)Stock62886E108$581420.0%
Ishares Cmbs ETF(CMBS)ETF46429B366$614130.0%
BCE Inc COM New(BCE)Stock05534B760$626270.0%
Ishares Currency Hedged Msci Emerging Markets ETF(HEEM)ETF46434G509$649240.0%
Airbnb Inc COM CL A(ABNB)Stock009066101$65750.0%
Cyberark Software LTD SHSStockM2682V108$66620.0%
Sprott Uranium Miners ETF(URNM)ETF85208P303$685170.0%
Occidental Pete Corp WT EXP 080327(OXY/WS)Stock674599162$689250.0%
Citizens Finl Group Inc COM(CFG)Stock174610105$700160.0%
Pinterest Inc CL A(PINS)Stock72352L106$725250.0%
SAN Juan Basin RTY TR Unit BEN INT(SJT)Stock798241105$7551970.0%
Ishares International Treasury Bond ETF(IGOV)ETF464288117$768200.0%
MFS Charter Income TR SH BEN INT(MCR)CEF552727109$7781220.0%
Wisdomtree Emerging Markets Corporate Bond Fund(EMCB)ETF97717X784$779120.0%
Soligenix Inc COM New(SNGX)Stock834223604$8093000.0%
Wisdomtree Dynamic Currency Hedged International Smallcap Equity Fund(DDLS)ETF97717X271$840240.0%
Foot Locker Inc COM(WOO)Stock344849104$870400.0%
Constellation Brands Inc CL A(STZ)Stock21036P108$88440.0%
Ishares Currency Hedged Msci Eafe Small-Cap ETF(HSCZ)ETF46435G839$896280.0%
Starwood Ppty TR Inc COM(STWD)REIT85571B105$948500.0%
Unilever PLC Spon ADR NewADR904767704$964170.0%
Invesco DB US Dollar Index Bullish Fund(UUP)ETF46141D203$1.0K340.0%
Talen Energy Corp COM(TLN)Stock87422Q109$1.0K50.0%
Ishares 1-3 Year International Treasury Bond ETF(ISHG)ETF464288125$1.0K150.0%
Uber Technologies Inc COM(UBER)Stock90353T100$1.0K170.0%
Organon & Co Common Stock(OGN)Stock68622V106$1.0K700.0%
Ishares Preferred & Income Securities ETF(PFF)ETF464288687$1.1K340.0%
International Paper Co COM(IP)Stock460146103$1.1K200.0%
FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG)ETF33739Q705$1.1K220.0%
Invesco BD FD COM(VBF)CEF46132L107$1.1K740.0%
Nuveen Real Estate Income FD COM(JRS)CEF67071B108$1.2K1340.0%
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