Rehmann-Capital-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  null,
  "ESGR",
  "FLEX",
  "MTCH",
  "IBCP",
  null,
  "OSK",
  "ITUB",
  "RJF",
  null,
  "ENTG",
  null,
  "PRGS",
  null,
  "ALSN",
  "GATX",
  "FWONK",
  "SNOW",
  "MU",
  null,
  "MPLX",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "VONG",
  "ALL",
  null,
  "GOOGL",
  "AXP",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "ASX",
  null,
  "E",
  "AYI",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "WRB",
  "BOH",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  "COF",
  null,
  "CMI",
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "PECO",
  "D",
  "RYAAY",
  null,
  "EOG",
  "EXPE",
  null,
  null,
  null,
  null,
  null,
  null,
  "FITB",
  null,
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  null,
  "QCOM",
  "GGB",
  null,
  "FSCO",
  null,
  "LAMR",
  "ISRG",
  null,
  "ACI",
  "HUBB",
  null,
  "HLI",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "NAT",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  null,
  "MRVL",
  "SILA",
  "MA",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "DBX",
  null,
  "ERIE",
  "ETSY",
  "FRME",
  "FIS",
  "FTV",
  "GE",
  "NI",
  "HEI",
  "RHI",
  "HIG",
  "NVS",
  null,
  null,
  "ODFL",
  null,
  "PCAR",
  "BX",
  "AMP",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "VHT",
  "DOC",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  null,
  null,
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "HLN",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "MAS",
  "MSTR",
  null,
  "DGX",
  "REGN",
  null,
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RS",
  "SPG",
  "ROP",
  "ROST",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  "RSG",
  "SPLG",
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UTHR",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "DTM",
  "VV",
  "ATEC",
  "VOE",
  "SCHW",
  "MNST",
  null,
  "VWO",
  "LKQ",
  null,
  "IWV",
  null,
  null,
  null,
  "VCIT",
  "LBRDA",
  null,
  null,
  null,
  "ARDX",
  "VIG",
  "LYG",
  "TTE",
  "TSCO",
  null,
  "ULTA",
  "IWO",
  "IWN",
  "GDDY",
  "SNY",
  "GGG",
  null,
  "TSM",
  "IT",
  "GSK",
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "VYM",
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "EW",
  "TT",
  "VRSK",
  null,
  "SAIA",
  "GM",
  "SF",
  null,
  null,
  "ALB",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "FI",
  "DRI",
  "DOV",
  "WAB",
  "IP",
  "F",
  "WEC",
  "DEO",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "CAH",
  "AEP",
  "ENIC",
  "ESCA",
  "SGOL",
  null,
  null,
  "IDXX",
  null,
  "RACE",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "IVE",
  "HCA",
  null,
  "SIRI",
  null,
  null,
  "OVV",
  null,
  "AL",
  null,
  null,
  "DOX",
  null,
  "CEF",
  "HDB",
  "HBAN",
  "PDD",
  "RGA",
  "VPL",
  null,
  "VGT",
  "USB",
  null,
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "VALE",
  "VONE",
  null,
  "VXUS",
  "VTWO",
  null,
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WCC",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  "YUMC",
  "YUM",
  "IUSG",
  null,
  "LNT",
  null,
  "DTE",
  "ORGN",
  "FINV",
  "SCHD",
  "ET",
  "DVY",
  "SCHF",
  "IHG",
  "JD",
  "LADR",
  "NSC",
  "CACC",
  "NDSN",
  "INFY",
  null,
  "JCI",
  "LH",
  "MFC",
  "SO",
  null,
  "OTIS",
  "PSX",
  "CRM",
  "RNR",
  "RPRX",
  null,
  "SYY",
  "SPOT",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  null,
  "GEV",
  "DGRO",
  "MCK",
  "SPYV",
  null,
  "GWW",
  "ESGU",
  null,
  "NTAP",
  null,
  "NUE",
  null,
  null,
  "FDX",
  null,
  null,
  "LULU",
  "ADP",
  "BAC",
  "BBD",
  "BCS",
  "BRK-B",
  "BCRX",
  "BBY",
  "BA",
  null,
  "BMY",
  "BTI",
  "BIP",
  "BLDR",
  "BR",
  "CDNS",
  "CARR",
  "CSL",
  "CBOE",
  "CBRE",
  "CDW",
  "CVX",
  "CINF",
  "CIG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  null,
  "KO",
  "CMA",
  "CMCSA",
  "CL",
  "COP",
  "CODI",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "CTVA",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DVN",
  "DAL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DOCU",
  "RSP",
  "EWJ",
  "IJT",
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 602
Total Value: 1588481387
Accession Number: 0001633037-25-000003
Form Type: 13F-HR
CIK: rehmann-capital-advisory-group
Manager Name: Rehmann-Capital-Advisory-Group

Data Enrichment

73% identified

439 identified163 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

602 positions • $1,588,481.387K total value

602 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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DOCUSIGN, INC.

DOCU|256163106

Shares:5.6K

Value:$452.6K

921909768

VXUS|921909768

Shares:7.3K

Value:$452.4K

ING GROEP NV

ING|456837103

Shares:22.9K

Value:$449.0K

97717X669

Shares:5.6K

Value:$447.7K

Palo Alto Networks Inc

PANW|697435105

Shares:2.6K

Value:$445.7K

Kraft Heinz Co

KHC|500754106

Shares:14.6K

Value:$442.8K

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:3.9K

Value:$442.0K

316092600

Shares:6.4K

Value:$438.4K

46429B747

Shares:4.2K

Value:$437.5K

Snap-on Inc

SNA|833034101

Shares:1.3K

Value:$437.3K

ENI SPA

E|26874R108

Shares:13.9K

Value:$429.2K

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:804

Value:$429.2K

78464A870

Shares:5.3K

Value:$429.1K

INTUIT INC.

INTU|461202103

Shares:698

Value:$428.6K

CARDINAL HEALTH INC

CAH|14149Y108

Shares:3.1K

Value:$428.4K

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:10.4K

Value:$426.4K

UNILEVER PLC

UL|904767704

Shares:7.1K

Value:$424.0K

Trane Technologies plc

TT|G8994E103

Shares:1.3K

Value:$422.4K

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.6K

Value:$418.9K

INDEPENDENT BANK CORP /MI/

IBCP|453838609

Shares:13.6K

Value:$418.2K

Instrument	Shares		Other Manager	Value
DOCUSIGN, INC.(DOCUcusip256163106)	5.6K	QoQ -34.82% (-3.0K) YoY -33.70% (-2.8K)	All Managers (Combined)	$452.6K	QoQ -41.01% (-$314.7K) YoY -9.38% (-$46.9K)
(VXUScusip921909768)	7.3K	QoQ -11.00% (-901) YoY -37.55% (-4.4K)	All Managers (Combined)	$452.4K	QoQ -6.22% (-$30.0K) YoY -35.68% (-$251.0K)
ING GROEP NV(INGcusip456837103)	22.9K	QoQ +5.95% (+1.3K) YoY +95.28% (+11.2K)	All Managers (Combined)	$449.0K	QoQ +32.46% (+$110.0K) YoY +131.99% (+$255.5K)
(cusip97717X669)✕	5.6K	QoQ +0.19% (-11) YoY -10.04% (-626)	All Managers (Combined)	$447.7K	QoQ -1.13% (-$5.1K) YoY -5.71% (-$27.1K)
Palo Alto Networks Inc(PANWcusip697435105)	2.6K	QoQ +9.84% (+234) YoY +144.56% (+1.5K)	All Managers (Combined)	$445.7K	QoQ +3.00% (+$13.0K) YoY +46.88% (+$142.3K)
Kraft Heinz Co(KHCcusip500754106)	14.6K	QoQ +4.66% (+648) YoY -50.83% (-15.0K)	All Managers (Combined)	$442.8K	QoQ +3.70% (+$15.8K) YoY -59.45% (-$649.3K)
LAMAR ADVERTISING CO/NEW(LAMRcusip512816109)	3.9K	QoQ -0.15% (-6) YoY +0.54% (-21)	All Managers (Combined)	$442.0K	QoQ -6.68% (-$31.7K) YoY -4.19% (-$19.4K)
(cusip316092600)✕	6.4K	QoQ -0.80% (-52) YoY -90.39% (-60.4K)	All Managers (Combined)	$438.4K	QoQ +3.71% (-$15.7K) YoY -90.59% (-$4.2M)
(cusip46429B747)✕	4.2K	QoQ +54.70% (+1.5K) YoY +2.99% (+123)	All Managers (Combined)	$437.5K	QoQ +59.10% (+$162.5K) YoY +7.17% (+$29.3K)
Snap-on Inc(SNAcusip833034101)	1.3K	QoQ +6.92% (+84) YoY +12.58% (+145)	All Managers (Combined)	$437.3K	QoQ +6.12% (+$25.2K) YoY +28.12% (+$96.0K)
ENI SPA(Ecusip26874R108)	13.9K	QoQ -1.32% (-186) YoY +4.89% (+648)	All Managers (Combined)	$429.2K	QoQ +11.55% (-$44.5K) YoY +2.28% (+$9.6K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	804	QoQ 0.00% (-0) YoY +21.26% (+141)	All Managers (Combined)	$429.2K	QoQ -6.29% (-$28.8K) YoY +16.28% (+$60.1K)
(cusip78464A870)✕	5.3K	QoQ 0.00% (-0) YoY +104.28% (+2.7K)	All Managers (Combined)	$429.1K	QoQ -9.94% (-$47.4K) YoY +74.57% (+$183.3K)
INTUIT INC.(INTUcusip461202103)	698	QoQ +1.45% (-10) YoY +7.38% (+48)	All Managers (Combined)	$428.6K	QoQ -0.88% (-$3.8K) YoY +1.36% (+$5.8K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	3.1K	QoQ +5.53% (+163) YoY +9.74% (+276)	All Managers (Combined)	$428.4K	QoQ +22.93% (+$79.9K) YoY +35.09% (+$111.3K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	10.4K	QoQ +2.26% (-229) YoY +20.43% (+1.8K)	All Managers (Combined)	$426.4K	QoQ -2.99% (-$13.2K) YoY +27.13% (+$91.0K)
UNILEVER PLC(ULcusip904767704)	7.1K	QoQ -7.09% (-544) YoY +7.26% (+482)	All Managers (Combined)	$424.0K	QoQ -2.28% (-$9.9K) YoY +27.25% (+$90.8K)
Trane Technologies plc(TTcusipG8994E103)	1.3K	QoQ +14.95% (+163) YoY +31.89% (+303)	All Managers (Combined)	$422.4K	QoQ +4.85% (+$19.6K) YoY +48.02% (+$137.1K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.6K	QoQ +0.61% (-10) YoY -2.42% (-41)	All Managers (Combined)	$418.9K	QoQ -14.83% (-$73.0K) YoY -20.27% (-$106.6K)
INDEPENDENT BANK CORP /MI/(IBCPcusip453838609)	13.6K	QoQ -2.86% (-400) YoY -2.86% (-400)	All Managers (Combined)	$418.2K	QoQ -14.12% (-$68.8K) YoY +17.98% (-$63.7K)