
PLANTE MORAN FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CDNS | 49 | $17.21K |
![]() | LPLA | 48 | $15.97K |
![]() | KR | 48 | $3.21K |
![]() | HLT | 47 | $12.19K |
![]() | VYX | 42 | $527 |
![]() | FE | 42 | $1.92K |
![]() | DEO | 41 | $3.91K |
![]() | ROP | 41 | $20.45K |
![]() | SYF | 39 | $2.77K |
![]() | ENTG | 38 | $3.51K |
![]() | HCA | 38 | $16.20K |
![]() | MNMD | 36 | $424 |
![]() | ED | 36 | $3.62K |
![]() | JCI | 36 | $3.96K |
![]() | SF | 36 | $4.08K |
![]() | UGI | 35 | $1.16K |
![]() | VRSN | 35 | $9.79K |
![]() | EQR | 33 | $2.14K |
![]() | XEL | 33 | $2.66K |
![]() | DX | 33 | $406 |

Cadence Design Systems, Inc.
CDNS
Shares Held
49
Value
$17.21K

LPL Financial Holdings Inc.
LPLA
Shares Held
48
Value
$15.97K

The Kroger Co.
KR
Shares Held
48
Value
$3.21K

Hilton Worldwide Holdings Inc.
HLT
Shares Held
47
Value
$12.19K

NCR Voyix Corporation
VYX
Shares Held
42
Value
$527

FirstEnergy Corp.
FE
Shares Held
42
Value
$1.92K

Diageo plc
DEO
Shares Held
41
Value
$3.91K

Roper Technologies, Inc.
ROP
Shares Held
41
Value
$20.45K

Synchrony Financial
SYF
Shares Held
39
Value
$2.77K

Entegris, Inc.
ENTG
Shares Held
38
Value
$3.51K

HCA Healthcare, Inc.
HCA
Shares Held
38
Value
$16.20K

Mind Medicine (MindMed) Inc.
MNMD
Shares Held
36
Value
$424

Consolidated Edison, Inc.
ED
Shares Held
36
Value
$3.62K

Johnson Controls International plc
JCI
Shares Held
36
Value
$3.96K

Stifel Financial Corp.
SF
Shares Held
36
Value
$4.08K

UGI Corporation
UGI
Shares Held
35
Value
$1.16K

VeriSign, Inc.
VRSN
Shares Held
35
Value
$9.79K

Equity Residential
EQR
Shares Held
33
Value
$2.14K

Xcel Energy Inc.
XEL
Shares Held
33
Value
$2.66K

Dynex Capital, Inc.
DX
Shares Held
33
Value
$406
