Plancorp, LLC Purchases in Q1 2025

Plancorp, LLC

  • $2.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
192K
+ 7.05%
$35.33 - $40.77 $6.78M - $7.83M
2.92M $115M
VTI
Vanguard Total Stock Market Et

ETFs
85K
+ 16.68%
$271.18 - $303.12 $23.1M - $25.8M
595K $163M
DFIC
Dimensional ETF Tr Dimensional

ETFs
455K
New
$25.54 - $28.79 $11.6M - $13.1M
455K $12.6M
VV
Vanguard Large Cap ETF

ETFs
33.1K
+ 533.9%
$253.32 - $282.66 $8.39M - $9.36M
39.3K $10.1M
VB
Vanguard Small Cap ETF

ETFs
33.2K
+ 1270.52%
$217.89 - $252.64 $7.24M - $8.39M
35.8K $7.95M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
219K
+ 443.95%
$27.01 - $28.54 $5.93M - $6.26M
269K $7.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
11.3K
+ 178.78%
$551.42 - $612.93 $6.24M - $6.94M
17.6K $9.87M
ITOT
Ishares Core S&P Total U.S. St

ETFs
41.5K
+ 57.51%
$120.29 - $134.6 $4.99M - $5.58M
114K $13.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
137K
New
$25.35 - $27.46 $3.47M - $3.76M
137K $3.62M
DFSV
Dimensional ETF Tr Dimensional

ETFs
125K
New
$27.56 - $32.1 $3.45M - $4.02M
125K $3.53M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
63.5K
New
$47.35 - $48.24 $3.01M - $3.06M
63.5K $3.02M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.8K
New
$100.34 - $100.68 $2.39M - $2.4M
23.8K $2.4M
EFSC
Enterprise Financial Services Corp

Financial Services
38.4K
+ 65.03%
$53.74 - $61.95 $2.06M - $2.38M
97.5K $5.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
675
+ 3.94%
$442.66 - $534.52 $299K - $361K
17.8K $9.49M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
MA
Mastercard Inc

Financial Services
2.78K
+ 103.61%
$504.67 - $576.31 $1.4M - $1.6M
5.47K $3M
AVDV
American Centy ETF Tr Avantis

ETFs
3.39K
+ 1.97%
$63.74 - $71.96 $216K - $244K
176K $12.3M
DFAI
Dimensional ETF Tr

ETFs
816
+ 0.16%
$28.88 - $32.4 $23.6K - $26.4K
497K $15.5M
GOLD
Barrick Gold Corp

Basic Materials
52
+ 0.02%
$15.45 - $19.56 $803 - $1.02K
260K $5.06M
LLY
Eli Lilly & CO

Healthcare
237
+ 1.88%
$725.72 - $929.72 $172K - $220K
12.8K $10.6M
SF
Stifel Financial Corp

Financial Services
9.2K
New
$91.62 - $117.6 $843K - $1.08M
9.2K $867K
PLD
Prologis, Inc.

Real Estate
2.16K
+ 2.12%
$103.59 - $124.04 $224K - $268K
104K $11.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.5K
+ 11.19%
$42.5 - $46.71 $615K - $676K
144K $6.51M
ABBV
Abb Vie Inc.

Healthcare
1.21K
+ 7.31%
$169.2 - $216.66 $205K - $262K
17.8K $3.72M
LRGF
Ishares Tr

ETFs
78K
+ 5.15%
$56.95 - $63.95 $4.44M - $4.99M
1.59M $92.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.1K
+ 74.68%
$24.91 - $29.02 $851K - $991K
79.9K $2M
XOM
Exxon Mobil Corp

Energy
895
+ 1.66%
$105.44 - $118.93 $94.4K - $106K
54.7K $6.5M
VO
Vanguard Mid Cap ETF

ETFs
2.82K
+ 66.4%
$251.87 - $277.95 $711K - $785K
7.08K $1.83M
JNJ
Johnson & Johnson

Healthcare
1.63K
+ 10.76%
$142.06 - $167.7 $232K - $274K
16.8K $2.79M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.16K
+ 115.65%
$522.96 - $601.18 $607K - $697K
2.16K $1.15M
V
Visa Inc.

Financial Services
1.09K
+ 20.16%
$306.92 - $362.71 $336K - $397K
6.52K $2.28M
GE
General Electric CO

Industrials
1.02K
+ 9.41%
$168.59 - $212.13 $172K - $216K
11.8K $2.37M
HCA
Hca Healthcare, Inc.

Healthcare
1.62K
New
$296.7 - $345.55 $482K - $561K
1.62K $561K
AMZN
Amazon Com Inc

Consumer Cyclical
7.6K
+ 24.71%
$190.26 - $242.06 $1.45M - $1.84M
38.3K $7.3M
SHEL
Shell PLC

Energy
7.5K
New
$62.84 - $73.29 $472K - $550K
7.5K $549K
PG
Procter & Gamble CO

Consumer Defensive
2.58K
+ 7.08%
$158.56 - $176.26 $409K - $454K
39K $6.65M
UNP
Union Pacific Corp

Industrials
1.76K
+ 13.13%
$225.21 - $254.42 $397K - $448K
15.2K $3.58M
NVS
Novartis Ag

Healthcare
3.75K
+ 77.89%
$97.14 - $115.57 $364K - $434K
8.57K $955K
VUG
Vanguard Growth ETF

ETFs
1.97K
+ 31.5%
$369.1 - $427.61 $728K - $844K
8.24K $3.05M
UNM
Unum Group

Financial Services
5.91K
New
$71.8 - $83.34 $424K - $493K
5.91K $481K
MCD
Mcdonalds Corp

Consumer Cyclical
782
+ 7.88%
$279.74 - $321.29 $219K - $251K
10.7K $3.34M
EFG
Msci Eafe Growth ETF

ETFs
4.59K
New
$96.1 - $106.37 $441K - $488K
4.59K $458K
VNQ
Vanguard Specialized Funds Van

ETFs
2.99K
+ 2.46%
$85.55 - $94.34 $256K - $282K
125K $11.3M
WMT
Walmart Inc.

Consumer Defensive
6.63K
+ 12.35%
$84.5 - $105.05 $560K - $696K
60.3K $5.29M
BKNG
Booking Holdings Inc.

Consumer Cyclical
95
New
$4295.4 - $5141.88 $408K - $488K
95 $437K
IWM
Ishares Russell 2000 ETF

ETFs
2.44K
+ 92.94%
$198.1 - $229.79 $483K - $560K
5.06K $1.01M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
40K
New
$10.14 - $10.82 $406K - $433K
40K $416K
PM
Philip Morris International Inc.

Consumer Defensive
870
+ 12.53%
$117.15 - $158.79 $102K - $138K
7.81K $1.24M
T
At&T Inc.

Communication Services
7.13K
+ 19.5%
$21.56 - $28.28 $154K - $202K
43.7K $1.24M
Activity Summary
Buys All Purchases 255 New Holdings 54 Increased Positions 201 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Plancorp, LLC Portfolio

Follow Plancorp, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email