Plancorp, LLC Purchases in Q1 2025

Plancorp, LLC

  • $2.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.83K
+ 17.14%
$302.31 - $337.54 $553K - $617K
12.5K $3.83M
CMCSA
Comcast Corp

Communication Services
10.8K
+ 29.05%
$33.19 - $38.23 $357K - $412K
47.8K $1.76M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
38
+ 3.0%
$1187.71 - $1432.58 $45.1K - $54.4K
1.31K $1.87M
KO
Coca Cola CO

Consumer Defensive
3.42K
+ 26.18%
$60.81 - $72.32 $208K - $247K
16.5K $1.18M
GLD
Spdr Gold Trust

ETFs
1.25K
New
$243.19 - $288.14 $304K - $360K
1.25K $359K
PRF
Invesco Exchange Traded Fd Tr

ETFs
8.61K
New
$39.4 - $42.61 $339K - $367K
8.61K $347K
CSCO
Cisco Systems, Inc.

Technology
4.67K
+ 22.88%
$58.74 - $64.87 $274K - $303K
25.1K $1.55M
AVUV
American Centy ETF Tr Avantis

ETFs
94.2K
+ 11.2%
$84.95 - $100.62 $8M - $9.47M
935K $81.5M
AMT
American Tower Corp

Real Estate
1.55K
New
$173.46 - $217.6 $268K - $336K
1.55K $336K
JPM
Jpmorgan Chase & CO

Financial Services
1.13K
+ 11.54%
$225.19 - $279.95 $255K - $317K
11K $2.69M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.94K
+ 161.65%
$114.9 - $139.6 $338K - $411K
4.76K $559K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
6.1K
+ 63.88%
$60.91 - $71.4 $371K - $435K
15.6K $972K
BNY
Blackrock New York Municipal Income Trust

Financial Services
32.1K
New
$10.13 - $10.6 $325K - $340K
32.1K $326K
CVX
Chevron Corp

Energy
425
+ 3.86%
$146.71 - $167.97 $62.4K - $71.4K
11.4K $1.91M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.84K
+ 33.44%
$104.89 - $113.56 $298K - $323K
11.3K $1.21M
RC
Ready Capital Corp

Real Estate
60K
New
$4.9 - $7.05 $294K - $423K
60K $305K
GBDC
Golub Capital Bdc, Inc.

Financial Services
20.1K
New
$14.46 - $15.96 $290K - $320K
20.1K $303K
SYY
Sysco Corp

Consumer Defensive
3.94K
New
$70.0 - $77.13 $276K - $304K
3.94K $295K
TSCO
Tractor Supply CO

Consumer Cyclical
5.18K
New
$51.66 - $57.94 $268K - $300K
5.18K $285K
MAIN
Main Street Capital Corp

Financial Services
5.03K
New
$54.71 - $63.1 $275K - $317K
5.03K $284K
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.5K
+ 16.2%
$21.75 - $24.28 $403K - $450K
133K $2.93M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10.3K
New
$25.81 - $28.52 $265K - $292K
10.3K $282K
TMUS
T Mobile Us, Inc.

Communication Services
1.05K
New
$211.3 - $272.83 $222K - $286K
1.05K $279K
UBER
Uber Technologies, Inc

Technology
3.75K
New
$63.17 - $81.49 $237K - $305K
3.75K $273K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.3K
New
$74.85 - $84.89 $247K - $280K
3.3K $269K
ZTS
Zoetis Inc.

Healthcare
1.63K
New
$156.48 - $175.67 $255K - $286K
1.63K $268K
YUM
Yum Brands Inc

Consumer Cyclical
1.29K
+ 47.14%
$123.25 - $162.53 $158K - $209K
4.01K $631K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.9K
+ 45.69%
$21.23 - $23.75 $294K - $329K
44.2K $952K
GOOG
Alphabet Inc.

Communication Services
4.12K
+ 36.59%
$156.06 - $207.71 $643K - $856K
15.4K $2.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.06K
+ 105.7%
$40.79 - $42.32 $247K - $256K
11.8K $495K
RGLD
Royal Gold Inc

Basic Materials
17
+ 0.21%
$132.55 - $163.51 $2.25K - $2.78K
8.08K $1.32M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
20K
New
$12.06 - $13.55 $241K - $271K
20K $254K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
16.8K
New
$14.61 - $15.83 $246K - $266K
16.8K $253K
ARCC
Ares Capital Corp

Financial Services
11.3K
New
$21.28 - $23.81 $241K - $270K
11.3K $250K
ESE
Esco Technologies Inc

Technology
11
+ 0.11%
$128.92 - $169.65 $1.42K - $1.87K
9.6K $1.53M
ADP
Automatic Data Processing Inc

Industrials
656
+ 18.94%
$286.85 - $318.64 $188K - $209K
4.12K $1.26M
COST
Costco Wholesale Corp

Consumer Defensive
156
+ 5.19%
$890.62 - $1076.86 $139K - $168K
3.16K $2.99M
BK
Bank Of New York Mellon Corp

Financial Services
2.82K
New
$75.42 - $88.95 $213K - $251K
2.82K $236K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
957
New
$208.48 - $244.03 $200K - $234K
957 $233K
QCOM
Qualcomm Inc

Technology
1.51K
+ 19.38%
$151.94 - $175.86 $229K - $265K
9.29K $1.43M
FISV
Fiserv Inc

Technology
1.85K
New
N/A
1.85K $231K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
469
New
$402.49 - $513.76 $189K - $241K
469 $227K
DUK
Duke Energy Corp

Utilities
1.86K
New
$105.87 - $121.97 $196K - $226K
1.86K $226K
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
16.8K
New
$13.4 - $14.48 $225K - $243K
16.8K $225K
NOC
Northrop Grumman Corp

Industrials
440
New
$433.45 - $513.82 $191K - $226K
440 $225K
C
Citigroup Inc

Financial Services
3.14K
New
$67.23 - $84.63 $211K - $266K
3.14K $222K
FTNT
Fortinet, Inc.

Technology
2.29K
New
$92.49 - $114.57 $212K - $263K
2.29K $220K
AEE
Ameren Corp

Utilities
625
+ 4.55%
$86.87 - $103.67 $54.3K - $64.8K
14.4K $1.44M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
20K
New
$10.47 - $11.04 $209K - $221K
20K $211K
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
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