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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
Watsco Inc COM(WSO)Stock942622200$8.1K170.0%
Ferrari N V COM(RACE)StockN3167Y103$8.1K190.0%
Zebra Technologies Corporation CL A(ZBRA)Stock989207105$8.1K210.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$8.1K2400.0%
Synovus Finl Corp COM New(SYU1)Stock87161C501$8.2K1600.0%
Archer Aviation Inc COM CL A(ACHR)Stock03945R102$8.2K8450.0%
Wisdomtree U.S. Midcap Dividend Fund(DON)ETF97717W505$8.4K1640.0%
Cooper COS Inc COM(COO)Stock216648501$8.5K920.0%
Mercadolibre Inc COM(MELI)Stock58733R102$8.5K50.0%
Ishares Global Consumer Staples ETF(KXI)ETF464288737$8.6K1420.0%
Autodesk Inc COM(ADSK)Stock052769106$8.6K290.0%
Intercontinental Exchange Inc COM(ICE)Stock45866F104$8.6K580.0%
Amdocs LTD SHS(DOX)StockG02602103$8.7K1020.0%
NIO Inc Spon ADS(NIO)ADR62914V106$8.7K2,0000.0%
First Trust Value Line Dividend Index Fund(FVD)ETF33734H106$8.7K2000.0%
Synopsys Inc COM(SNPS)Stock871607107$8.7K180.0%
Spdr S&P Transportation ETF(XTN)ETF78464A532$8.8K1020.0%
Sanofi Sponsored ADR(SNY)ADR80105N105$8.9K1850.0%
Bentley SYS Inc COM CL B(BSY)Stock08265T208$9.0K1920.0%
Ishares Msci Acwi ETF(ACWI)ETF464288257$9.0K770.0%
Ishares 20 Year Treasury Bond ETF(TLT)ETF464287432$9.1K1040.0%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$9.1K1160.0%
Fortune Brands Innovations Inc COM(FBIN)Stock34964C106$9.2K1340.0%
Propetro Hldg Corp COM(PUMP)Stock74347M108$9.2K9870.0%
Amplify CWP Enhanced Dividend Income ETF(DIVO)ETF032108409$9.3K2300.0%
Harmony Gold Mining Co LTD Sponsored ADR(HAM)ADR413216300$9.3K1,1350.0%
XPO Inc COM(XPO)Stock983793100$9.4K720.0%
DWS Municipal Income(KTF)CEF233368109$9.5K1,0000.0%
Vanguard Consumer Staples ETF(VDC)ETF92204A207$9.5K450.0%
United States Oil Fund LP(USO)ETF91232N207$9.5K1260.0%
Halliburton Co COM(HAL)Stock406216101$9.6K3520.0%
Ameriprise Finl Inc COM(AMP)Stock03076C106$9.6K180.0%
Ishares Morningstar Growth ETF(ILCG)ETF464287119$9.6K1070.0%
Regions Financial Corp New COM(RF)Stock7591EP100$9.6K4100.0%
FMC Corp COM New(FMC)Stock302491303$9.9K2030.0%
Occidental Pete Corp COM(OXY)Stock674599105$9.9K2000.0%
Truist Finl Corp COM(TFC)Stock89832Q109$9.9K2290.0%
Ishares MBS ETF(MBB)ETF464288588$10.0K1090.0%
QXO Inc COM New(QXO)Stock82846H405$10.2K6420.0%
Conmed Corp COM(CNMD)Stock207410101$10.3K1500.0%
ARK Next Generation Internet ETF(ARKW)ETF00214Q401$10.4K960.0%
New York Times Co CL A(NYT)Stock650111107$10.4K2000.0%
Linde PLC SHS(LIN)StockG54950103$10.5K250.0%
Apollo Global Mgmt Inc COM(APO)Stock03769M106$10.6K640.0%
Interactive Brokers Group Inc COM CL A(IBKR)Stock45841N107$10.6K600.0%
Oklo Inc COM CL A(OKLO)Stock02156V109$10.6K5000.0%
ARK Fintech Innovation ETF(ARKF)ETF00214Q708$10.7K2890.0%
Ishares Msci Israel ETF(EIS)ETF464286632$10.7K1390.0%
Zimmer Biomet Holdings Inc COM(ZBH)Stock98956P102$10.9K1030.0%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$11.1K160.0%
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