Plancorp, LLC Purchases in Q2 2025

Plancorp, LLC

  • $2.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
2
+ 0.0%
$22.87 - $28.95 $45.7 - $57.9
125K $3.63M
USB
Us Bancorp \De\

Financial Services
4.64K
+ 10.2%
$36.4 - $45.76 $169K - $212K
50.1K $2.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.83K
+ 43.46%
$51.16 - $62.02 $247K - $300K
16K $989K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.01%
$22.27 - $29.21 $89.1 - $117
79.9K $2.33M
AVIV
American Centy ETF Tr Avantis
940
+ 1.98%
$50.27 - $62.84 $47.3K - $59.1K
48.3K $3.01M
SCHX
Schwab Strategic Tr Us Large C

ETFs
321
+ 0.24%
$19.6 - $24.44 $6.29K - $7.85K
133K $3.25M
ESE
Esco Technologies Inc

Technology
5
+ 0.05%
$139.86 - $194.5 $699 - $973
9.6K $1.84M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.4K
+ 97.89%
$17.76 - $22.1 $220K - $274K
25.1K $554K
MUB
Ishares National Muni Bond ETF

ETFs
2.82K
New
$102.31 - $105.8 $289K - $298K
2.82K $294K
MSTR
Microstrategy Inc

Technology
10
+ 0.41%
$237.95 - $421.61 $2.38K - $4.22K
2.48K $1M
COF
Capital One Financial Corp

Financial Services
1.28K
New
$150.57 - $212.76 $192K - $272K
1.28K $271K
GD
General Dynamics Corp

Industrials
894
New
$247.68 - $291.66 $221K - $261K
894 $260K
AXON
Axon Enterprise, Inc.

Industrials
314
New
$497.13 - $827.94 $156K - $260K
314 $259K
ADI
Analog Devices Inc

Technology
1.03K
New
$164.6 - $238.02 $169K - $245K
1.03K $244K
INTU
Intuit Inc

Technology
109
+ 12.12%
$544.07 - $787.63 $59.3K - $85.9K
1.01K $793K
LBRDK
Liberty Broadband Corp

Communication Services
2.37K
New
$73.65 - $101.29 $175K - $240K
2.37K $233K
CEG
Constellation Energy Corp

Utilities
721
New
$170.96 - $322.76 $123K - $233K
721 $232K
GS
Goldman Sachs Group Inc

Financial Services
155
+ 20.64%
$462.22 - $707.75 $71.6K - $110K
906 $641K
RS
Reliance Steel & Aluminum CO

Basic Materials
576
+ 28.33%
$262.08 - $316.81 $151K - $182K
2.61K $818K
CME
Cme Group Inc.

Financial Services
829
New
$252.37 - $290.71 $209K - $241K
829 $228K
PM
Philip Morris International Inc.

Consumer Defensive
237
+ 3.03%
$149.23 - $184.95 $35.4K - $43.8K
8.05K $1.47M
CAT
Caterpillar Inc

Industrials
188
+ 7.23%
$273.94 - $388.21 $51.5K - $73K
2.79K $1.08M
KD
Kyndryl Holdings, Inc.

Technology
5.32K
New
$27.77 - $41.96 $148K - $223K
5.32K $223K
ETN
Eaton Corp PLC

Industrials
288
+ 20.45%
$246.52 - $356.99 $71K - $103K
1.7K $605K
CDNS
Cadence Design Systems Inc

Technology
711
New
$231.64 - $323.08 $165K - $230K
711 $219K
PANW
Palo Alto Networks Inc

Technology
500
+ 15.06%
$152.44 - $204.64 $76.2K - $102K
3.82K $781K
ADP
Automatic Data Processing Inc

Industrials
653
+ 15.85%
$276.76 - $326.81 $181K - $213K
4.77K $1.47M
NOW
Service Now, Inc.

Technology
134
+ 41.23%
$721.65 - $1040.18 $96.7K - $139K
459 $471K
NFRA
Flexshares Stoxx Global Broad

ETFs
3.43K
New
$53.49 - $61.88 $183K - $212K
3.43K $212K
LNG
Cheniere Energy, Inc.

Energy
847
New
$197.25 - $244.33 $167K - $207K
847 $206K
KR
Kroger CO

Consumer Defensive
2.83K
New
$64.62 - $74.0 $183K - $209K
2.83K $202K
VFH
Vanguard Financial ETF

ETFs
1.59K
New
$104.87 - $127.3 $166K - $202K
1.59K $201K
ECL
Ecolab Inc.

Basic Materials
602
+ 31.87%
$225.65 - $270.95 $136K - $163K
2.49K $671K
UBER
Uber Technologies, Inc

Technology
994
+ 26.53%
$64.62 - $93.3 $64.2K - $92.7K
4.74K $442K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
64
+ 2.68%
$141.37 - $228.57 $9.05K - $14.6K
2.45K $555K
SYK
Stryker Corp

Healthcare
322
+ 35.54%
$337.37 - $395.63 $109K - $127K
1.23K $485K
VTV
Vanguard Value ETF

ETFs
462
+ 3.05%
$153.67 - $176.74 $71K - $81.7K
15.6K $2.76M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.18K
+ 2.67%
$19.1 - $23.83 $22.6K - $28.2K
45.4K $1.08M
SYY
Sysco Corp

Consumer Defensive
1.62K
+ 41.03%
$68.0 - $75.91 $110K - $123K
5.56K $420K
VIG
Vanguard Dividend Appreciation

ETFs
687
+ 39.8%
N/A
2.41K $439K
CLSK
Cleanspark, Inc.

Technology
11.1K
New
$6.74 - $11.03 $74.8K - $122K
11.1K $122K
CRM
Salesforce, Inc.

Technology
353
+ 6.38%
$236.26 - $291.15 $83.4K - $103K
5.89K $1.61M
ABT
Abbott Laboratories

Healthcare
343
+ 1.61%
$123.95 - $138.08 $42.5K - $47.4K
21.7K $2.95M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
22
+ 2.15%
$177.93 - $313.14 $3.91K - $6.89K
1.04K $326K
RGLD
Royal Gold Inc

Basic Materials
5
+ 0.06%
$155.48 - $186.71 $777 - $934
8.09K $1.44M
ACN
Accenture PLC

Technology
447
+ 30.04%
$279.23 - $323.21 $125K - $144K
1.94K $578K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
10K
New
$10.83 - $11.78 $108K - $118K
10K $112K
IONS
Ionis Pharmaceuticals Inc

Healthcare
80
+ 0.72%
$25.51 - $40.0 $2.04K - $3.2K
11.2K $442K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.17K
+ 3.54%
$77.74 - $78.78 $90.9K - $92.1K
34.2K $2.69M
Activity Summary
Buys All Purchases 216 New Holdings 31 Increased Positions 185 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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