Plante-Moran-Financial-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
801
Total Value
1162694414
Accession Number
0001424717-25-000006
Form Type
13F-HR
Manager Name
Plante-Moran-Financial-Advisors
Data Enrichment
82% identified
654 identified147 unidentified

Holdings

801 positions • $1.2B total value
Manager:
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Page 5 of 41
TRAVELERS COMPANIES, INC.
Shares:1.8K
Value:$483.4K
% of Portfolio:0.0% ($483.4K/$1.2B)
Tesla, Inc.
Shares:1.9K
Value:$482.8K
% of Portfolio:0.0% ($482.8K/$1.2B)
AbbVie Inc.
Shares:2.3K
Value:$481.1K
% of Portfolio:0.0% ($481.1K/$1.2B)
808524300
Shares:19.0K
Value:$477.0K
% of Portfolio:0.0% ($477.0K/$1.2B)
Broadcom Inc.
Shares:2.7K
Value:$457.6K
% of Portfolio:0.0% ($457.6K/$1.2B)
464287622
Shares:1.5K
Value:$456.7K
% of Portfolio:0.0% ($456.7K/$1.2B)
464287309
Shares:4.9K
Value:$453.8K
% of Portfolio:0.0% ($453.8K/$1.2B)
ARM HOLDINGS PLC /UK
Shares:4.2K
Value:$449.6K
% of Portfolio:0.0% ($449.6K/$1.2B)
BROWN FORMAN CORP
Shares:13.4K
Value:$448.6K
% of Portfolio:0.0% ($448.6K/$1.2B)
78464A763
Shares:3.3K
Value:$445.2K
% of Portfolio:0.0% ($445.2K/$1.2B)
Mastercard Inc
Shares:800
Value:$438.6K
% of Portfolio:0.0% ($438.6K/$1.2B)
Walmart Inc.
Shares:5.0K
Value:$437.4K
% of Portfolio:0.0% ($437.4K/$1.2B)
464287887
Shares:3.5K
Value:$434.8K
% of Portfolio:0.0% ($434.8K/$1.2B)
ABBOTT LABORATORIES
Shares:3.3K
Value:$434.4K
% of Portfolio:0.0% ($434.4K/$1.2B)
TJX COMPANIES INC /DE/
Shares:3.5K
Value:$431.3K
% of Portfolio:0.0% ($431.3K/$1.2B)
922908538
Shares:1.7K
Value:$427.9K
% of Portfolio:0.0% ($427.9K/$1.2B)
464285204
Shares:7.1K
Value:$416.6K
% of Portfolio:0.0% ($416.6K/$1.2B)
921946406
Shares:3.2K
Value:$415.8K
% of Portfolio:0.0% ($415.8K/$1.2B)
808524797
Shares:14.8K
Value:$413.1K
% of Portfolio:0.0% ($413.1K/$1.2B)
RTX Corp
Shares:3.1K
Value:$412.2K
% of Portfolio:0.0% ($412.2K/$1.2B)