PLANTE MORAN FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BMY | 3K | $134.35K |
 | IBM | 3K | $838.61K |
 | STEL | 3K | $90.11K |
 | DHR | 3K | $587.84K |
 | LUMN | 3K | $18.13K |
 | FTNT | 3K | $240.97K |
 | RTX | 3K | $470.37K |
 | ANDE | 3K | $109.48K |
 | WMT | 3K | $283.31K |
 | V | 3K | $926.96K |
 | MAR | 3K | $699.72K |
 | CSX | 3K | $89.70K |
 | QCOM | 3K | $417.73K |
 | UNP | 2K | $566.11K |
 | ABBV | 2K | $542.88K |
 | CCL | 2K | $67.27K |
 | GNTX | 2K | $65.09K |
 | K | 2K | $185.69K |
 | ADM | 2K | $134.95K |
 | META | 2K | $1.54M |
Bristol-Myers Squibb Company
BMY
Shares Held
3K
Value
$134.35K
International Business Machines Corporation
IBM
Shares Held
3K
Value
$838.61K
Stellar Bancorp, Inc.
STEL
Shares Held
3K
Value
$90.11K
Danaher Corporation
DHR
Shares Held
3K
Value
$587.84K
Lumen Technologies, Inc.
LUMN
Shares Held
3K
Value
$18.13K
Fortinet, Inc.
FTNT
Shares Held
3K
Value
$240.97K
RTX Corporation
RTX
Shares Held
3K
Value
$470.37K
The Andersons, Inc.
ANDE
Shares Held
3K
Value
$109.48K
Walmart Inc.
WMT
Shares Held
3K
Value
$283.31K
Visa Inc.
V
Shares Held
3K
Value
$926.96K
Marriott International, Inc.
MAR
Shares Held
3K
Value
$699.72K
CSX Corporation
CSX
Shares Held
3K
Value
$89.70K
QUALCOMM Incorporated
QCOM
Shares Held
3K
Value
$417.73K
Union Pacific Corporation
UNP
Shares Held
2K
Value
$566.11K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$542.88K
Carnival Corporation & plc
CCL
Shares Held
2K
Value
$67.27K
Gentex Corporation
GNTX
Shares Held
2K
Value
$65.09K
Kellanova
K
Shares Held
2K
Value
$185.69K
Archer-Daniels-Midland Company
ADM
Shares Held
2K
Value
$134.95K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.54M