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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
Chord Energy Corporation COM New(CHRD)Stock674215207$17.5K1500.0%
Black Hills Corp COM(BKH)Stock092113109$17.6K3000.0%
Yatra Online Inc ORD SHS(YTRA)StockG98338109$17.6K14,0000.0%
Dominion Energy Inc COM(D)Stock25746U109$17.7K3280.0%
First Trust Cloud Computing ETF(SKYY)ETF33734X192$17.9K1500.0%
Fidelity Msci Communication Services Index ETF(FCOM)ETF316092873$17.9K3050.0%
Ally Finl Inc COM(ALLY)Stock02005N100$17.9K4970.0%
Fastenal Co COM(FAST)Stock311900104$18.0K2500.0%
Expeditors Intl Wash Inc COM(EXPD)Stock302130109$18.0K1630.0%
Ishares U.S. Equity Factor Rotation Active ETF(DYNF)ETF09290C103$18.0K3520.0%
Global X MLP ETF(MLPA)ETF37954Y343$18.1K3660.0%
HP Inc COM(HPQ)Stock40434L105$18.2K5580.0%
PG&E Corp COM(PCG)Stock69331C108$18.3K9050.0%
Solventum Corp COM SHS(SOLV)Stock83444M101$18.8K2840.0%
NRG Energy Inc COM New(NRG)Stock629377508$19.1K2120.0%
Madden Steven LTD COM(SHOO)Stock556269108$19.1K4500.0%
Avalonbay Cmntys Inc COM(AVB)REIT053484101$19.1K870.0%
Siriusxm Holdings Inc Common Stock(SIRI)Stock829933100$19.4K8520.0%
Schwab Fundamental International Small Equity ETF(FNDC)ETF808524748$19.5K5700.0%
Vanguard Materials ETF(VAW)ETF92204A801$19.5K1040.0%
Entergy Corp New COM(ETR)Stock29364G103$19.7K2600.0%
Willis Towers Watson PLC LTD SHS(WTW)StockG96629103$19.7K630.0%
Grayscale Ethereum Trust ETF(ETHE)ETF389638107$19.9K7090.0%
Fair Isaac Corp COM(FICO)Stock303250104$19.9K100.0%
Elevance Health Inc COM(ELV)Stock036752103$19.9K540.0%
Microstrategy Inc CL A New(MSTR)Stock594972408$20.0K690.0%
Agilent Technologies Inc COM(A)Stock00846U101$20.2K1500.0%
Stanley Black & Decker Inc COM(SWK)Stock854502101$20.5K2550.0%
Hartford Finl Svcs Group Inc COM(HIG)Stock416515104$20.6K1880.0%
Insulet Corp COM(PODD)Stock45784P101$20.9K800.0%
Roper Technologies Inc COM(ROP)Stock776696106$21.3K410.0%
SFL Corporation LTD SHS(SFL)StockG7738W106$21.5K2,1000.0%
Xenia Hotels & Resorts Inc COM(XHR)REIT984017103$21.8K1,4680.0%
Spdr Portfolio S&P 600 Small Cap ETF(SPSM)ETF78468R853$22.1K4930.0%
Exelon Corp COM(EXC)Stock30161N101$22.2K5900.0%
Hanover INS Group Inc COM(THG)Stock410867105$22.3K1440.0%
Middleby Corp COM(MIDD)Stock596278101$22.3K1650.0%
UFP Industries Inc COM(UFPI)Stock90278Q108$22.8K2020.0%
Metlife Inc COM(MET)Stock59156R108$22.8K2790.0%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$22.9K1000.0%
Wisdomtree India Earnings Fund(EPI)ETF97717W422$22.9K5060.0%
Vaneck Merk Gold ETF(OUNZ)ETF921078101$23.0K9110.0%
Ishares Core S&P US Value ETF(IUSV)ETF464287663$23.1K2500.0%
GE Healthcare Technologies Inc Common Stock(GEHC)Stock36266G107$23.3K2980.0%
Spdr Gold Minishares Trust(GLDM)ETF98149E303$23.3K4490.0%
Northrop Grumman Corp COM(NOC)Stock666807102$23.5K500.0%
Kraft Heinz Co COM(KHC)Stock500754106$23.5K7660.0%
Hormel Foods Corp COM(HRL)Stock440452100$23.5K7500.0%
Tetra Tech Inc New COM(TTEK)Stock88162G103$23.7K5950.0%
Ishares Msci Japan ETF(EWJ)ETF46434G822$23.9K3560.0%
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