PLANTE MORAN FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CL | 1K | $94.66K |
 | CTVA | 1K | $79.53K |
 | IVT | 1K | $33.66K |
 | ENB | 1K | $59.04K |
 | SHOP | 1K | $173.58K |
 | SYY | 1K | $94.69K |
 | ETN | 1K | $429.84K |
 | HMY | 1K | $20.60K |
 | UNH | 1K | $384.65K |
 | HON | 1K | $234.29K |
 | STLA | 1K | $10.01K |
 | FANG | 1K | $152.92K |
 | CPRT | 1K | $47.89K |
 | ADP | 1K | $306.81K |
 | DRI | 1K | $194.93K |
 | ALL | 1K | $219.05K |
 | OMER | 1K | $4.10K |
 | BA | 992 | $214.14K |
 | CAT | 977 | $466.18K |
 | ECC | 970 | $6.41K |
Colgate-Palmolive Company
CL
Shares Held
1K
Value
$94.66K
Corteva, Inc.
CTVA
Shares Held
1K
Value
$79.53K
InvenTrust Properties Corp.
IVT
Shares Held
1K
Value
$33.66K
Enbridge Inc.
ENB
Shares Held
1K
Value
$59.04K
Shopify Inc.
SHOP
Shares Held
1K
Value
$173.58K
Sysco Corporation
SYY
Shares Held
1K
Value
$94.69K
Eaton Corporation plc
ETN
Shares Held
1K
Value
$429.84K
Harmony Gold Mining Company Limited
HMY
Shares Held
1K
Value
$20.60K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$384.65K
Honeywell International Inc.
HON
Shares Held
1K
Value
$234.29K
Stellantis N.V.
STLA
Shares Held
1K
Value
$10.01K
Diamondback Energy, Inc.
FANG
Shares Held
1K
Value
$152.92K
Copart, Inc.
CPRT
Shares Held
1K
Value
$47.89K
Automatic Data Processing, Inc.
ADP
Shares Held
1K
Value
$306.81K
Darden Restaurants, Inc.
DRI
Shares Held
1K
Value
$194.93K
The Allstate Corporation
ALL
Shares Held
1K
Value
$219.05K
Omeros Corporation
OMER
Shares Held
1K
Value
$4.10K
The Boeing Company
BA
Shares Held
992
Value
$214.14K
Caterpillar Inc.
CAT
Shares Held
977
Value
$466.18K
Eagle Point Credit Company Inc.
ECC
Shares Held
970
Value
$6.41K