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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
Spdr Portfolio Mortgage Backed Bond ETF(SPMB)ETF78464A383$1.2K540.0%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$1.2K120.0%
Mplx LP COM Unit REP LTD(MPLX)Stock55336V100$1.2K250.0%
D-Wave Quantum Inc COM(QBTS)Stock26740W109$1.2K1440.0%
Chargepoint Holdings Inc COM CL AStock15961R105$1.2K1,1420.0%
Hancock John Prem Divid FD COM SH BEN INT(PDT)CEF41013T105$1.3K1000.0%
Invesco SR Income TR COM(VVR)CEF46131H107$1.3K3250.0%
Vanguard Long-Term Bond ETF(BLV)ETF921937793$1.4K200.0%
C3 AI Inc CL A(AI)Stock12468P104$1.4K400.0%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$1.4K190.0%
Devon Energy Corp New COM(DVN)Stock25179M103$1.4K440.0%
American Axle & MFG Hldgs Inc COM(DCH)Stock024061103$1.5K2500.0%
Newmont Corp COM(NEM)Stock651639106$1.5K400.0%
Vanguard Mortgage-Backed Securities ETF(VMBS)ETF92206C771$1.5K330.0%
Telefonica Brasil SA New ADR(VIV)ADR87936R205$1.5K2000.0%
Knight-Swift Transn Hldgs Inc CL A(KNX)Stock499049104$1.6K300.0%
Nuveen CR Strategies Income FD COM SHS(XJQCX)CEF67073D102$1.6K2800.0%
Invesco Solar ETF(TAN)ETF46138G706$1.7K500.0%
RXO Inc Common Stock(RXO)Stock74982T103$1.7K720.0%
Walgreens Boots Alliance Inc COM(WBA)Stock931427108$1.8K1900.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$1.8K860.0%
World Kinect Corporation COM(WKC)Stock981475106$1.8K660.0%
Western AST Infl LKD OPP & INM COM(WIW)CEF95766R104$1.9K2300.0%
Ethan Allen Interiors Inc COM(ETD)Stock297602104$1.9K680.0%
Grifols S A SP ADR REP B NVT(GRFS)ADR398438408$1.9K2590.0%
Teradata Corp del COM(TDC)Stock88076W103$1.9K620.0%
Ishares Msci Eafe Small-Cap ETF(SCZ)ETF464288273$1.9K320.0%
Shyft Group Inc COM(SHYF)Stock825698103$1.9K1660.0%
Masterbrand Inc Common Stock(MBC)Stock57638P104$2.0K1340.0%
Western Digital Corp COM(WDC)Stock958102105$2.0K330.0%
Eldridge AAA CLO ETF(CLOX)ETF81752T486$2.0K780.0%
BlackRock LTD Duration Income COM SHS(BLW)CEF09249W101$2.0K1420.0%
Pacific Biosciences Calif Inc COM(PACB)Stock69404D108$2.0K1,1100.0%
American Battery Technology COM New(ABAT)Stock02451V309$2.2K8750.0%
Gates Indl Corp PLC ORD SHSStockG39108108$2.2K1050.0%
Green Plains Inc COM(GPRE)Stock393222104$2.2K2290.0%
Grayscale Ethereum Mini Trust ETF(ETH)ETF38964R203$2.2K700.0%
Chubb Limited COM(CB)StockH1467J104$2.2K80.0%
Ishares Global Energy ETF(IXC)ETF464287341$2.2K580.0%
Hess Corp COM(HES)Stock42809H107$2.2K170.0%
Wisdomtree Dynamic Currency Hedged International Equity Fund(DDWM)ETF97717X263$2.3K660.0%
Eldridge Bbb-B CLO ETF(CLOZ)ETF81752T528$2.3K860.0%
UWM Holdings Corporation COM CL A(UWMC)Stock91823B109$2.4K4080.0%
Keycorp COM(KEY)Stock493267108$2.4K1400.0%
Nuveen Multi Asset Income Fund COM(NMAI)CEF670750108$2.5K2050.0%
BlackRock Enhanced Equity Divi COM(BDJ)CEF09251A104$2.5K3010.0%
First Trust LOW Duration Opportunities ETF(LMBS)ETF33739Q200$2.5K520.0%
Alps Sector Dividend Dogs ETF(SDOG)ETF00162Q858$2.5K450.0%
Trump Media & Technology Group COM(DJT)Stock25400Q105$2.6K750.0%
Biogen Inc COM(BIIB)Stock09062X103$2.6K170.0%
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