Plancorp, LLC Purchases in Q4 2024

Plancorp, LLC

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AUR
Aurora Innovation, Inc.

Technology
26.1K
New
$4.99 - $8.06 $130K - $210K
26.1K $164K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.73K
+ 25.55%
$104.01 - $115.38 $180K - $199K
8.49K $896K
BMY
Bristol Myers Squibb CO

Healthcare
1.71K
+ 16.96%
$51.92 - $59.94 $88.8K - $102K
11.8K $667K
DIS
Walt Disney CO

Communication Services
469
+ 7.71%
$92.39 - $117.6 $43.3K - $55.2K
6.55K $729K
VO
Vanguard Mid Cap ETF

ETFs
541
+ 14.57%
$261.5 - $284.63 $141K - $154K
4.25K $1.12M
ORCL
Oracle Corp

Technology
987
+ 12.53%
$165.41 - $192.43 $163K - $190K
8.86K $1.48M
CAT
Caterpillar Inc

Industrials
512
+ 26.35%
$360.37 - $416.88 $185K - $213K
2.46K $890K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$370.24 - $418.94 $370 - $419
4.79K $1.92M
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 1.18%
$873.59 - $994.69 $30.6K - $34.8K
3K $2.75M
USB
Us Bancorp \De\

Financial Services
533
+ 1.19%
$43.98 - $53.66 $23.4K - $28.6K
45.2K $2.16M
ADP
Automatic Data Processing Inc

Industrials
164
+ 4.97%
$280.08 - $307.97 $45.9K - $50.5K
3.46K $1.01M
VB
Vanguard Small Cap ETF

ETFs
390
+ 17.53%
$233.76 - $261.58 $91.2K - $102K
2.62K $628K
EARN
Ellington Residential Mortgage Reit

Real Estate
15.1K
New
$6.33 - $7.03 $95.6K - $106K
15.1K $100K
KMI
Kinder Morgan, Inc.

Energy
307
+ 1.78%
$22.59 - $28.54 $6.94K - $8.76K
17.6K $481K
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.3K
+ 300.03%
$25.93 - $105.3 $889K - $3.61M
45.7K $1.27M
MCK
Mckesson Corp

Healthcare
14
+ 1.45%
$482.27 - $628.5 $6.75K - $8.8K
980 $558K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
10K
+ 12.89%
$5.7 - $8.27 $57K - $82.7K
87.6K $592K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.05K
+ 12.29%
$65.31 - $74.15 $68.2K - $77.5K
9.55K $644K
BRBR
Bellring Brands, Inc.

Consumer Defensive
6
+ 0.11%
$60.38 - $78.79 $362 - $473
5.36K $403K
SCHX
Schwab Strategic Tr Us Large C

ETFs
76.3K
+ 201.06%
$22.4 - $68.28 $1.71M - $5.21M
114K $2.65M
SYK
Stryker Corp

Healthcare
205
+ 27.85%
$345.14 - $392.15 $70.8K - $80.4K
941 $338K
MS
Morgan Stanley

Financial Services
143
+ 5.92%
$104.42 - $134.99 $14.9K - $19.3K
2.56K $321K
ITW
Illinois Tool Works Inc

Industrials
302
+ 37.94%
$253.56 - $278.5 $76.6K - $84.1K
1.1K $278K
GILD
Gilead Sciences, Inc.

Healthcare
150
+ 2.54%
$83.95 - $97.9 $12.6K - $14.7K
6.05K $559K
CVX
Chevron Corp

Energy
624
+ 6.02%
$141.15 - $162.53 $88.1K - $101K
11K $1.59M
PM
Philip Morris International Inc.

Consumer Defensive
590
+ 9.29%
$118.38 - $133.06 $69.8K - $78.5K
6.94K $835K
NOW
Service Now, Inc.

Technology
12
+ 4.05%
$867.18 - $1148.42 $10.4K - $13.8K
308 $326K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
8K
+ 57.14%
$8.1 - $9.04 $64.8K - $72.3K
22K $182K
PG
Procter & Gamble CO

Consumer Defensive
1.51K
+ 4.31%
$161.05 - $179.7 $242K - $270K
36.4K $6.11M
IEMG
Ishares Inc

ETFs
1.07K
+ 1.99%
N/A
54.8K $2.94M
EXEL
Exelixis, Inc.

Healthcare
9
+ 0.11%
$25.39 - $36.46 $229 - $328
7.95K $264K
RIOT
Riot Blockchain, Inc.

Technology
2.12K
+ 18.85%
$7.08 - $14.97 $15K - $31.7K
13.4K $136K
APD
Air Products & Chemicals, Inc.

Basic Materials
213
+ 18.95%
$285.5 - $335.62 $60.8K - $71.5K
1.34K $387K
YUM
Yum Brands Inc

Consumer Cyclical
472
+ 20.94%
$130.36 - $139.54 $61.5K - $65.9K
2.73K $365K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7
+ 0.56%
$1146.59 - $1270.6 $8.03K - $8.89K
1.27K $1.5M
NSC
Norfolk Southern Corp

Industrials
281
+ 21.57%
$230.6 - $277.0 $64.8K - $77.8K
1.58K $371K
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.46K
+ 20.13%
$33.62 - $35.69 $49.1K - $52.1K
8.71K $294K
BX
Blackstone Inc.

Financial Services
85
+ 5.39%
$148.45 - $199.05 $12.6K - $16.9K
1.66K $286K
ACN
Accenture PLC

Technology
137
+ 8.9%
$343.9 - $376.86 $47.1K - $51.6K
1.68K $589K
MO
Altria Group, Inc.

Consumer Defensive
701
+ 10.08%
$49.06 - $57.74 $34.4K - $40.5K
7.66K $400K
MAR
Marriott International Inc

Consumer Cyclical
29
+ 2.49%
$246.06 - $292.59 $7.14K - $8.49K
1.2K $333K
ESE
Esco Technologies Inc

Technology
1
+ 0.01%
$120.68 - $151.38 $121 - $151
9.59K $1.28M
PNC
Pnc Financial Services Group, Inc.

Financial Services
92
+ 3.95%
$178.39 - $215.0 $16.4K - $19.8K
2.42K $467K
APPS
Digital Turbine, Inc.

Technology
21K
New
$1.21 - $3.7 $25.4K - $77.7K
21K $35K
EPD
Enterprise Products Partners L.P.

Energy
36
+ 0.24%
$28.66 - $34.43 $1.03K - $1.24K
15K $470K
UPS
United Parcel Service Inc

Industrials
419
+ 21.29%
$122.65 - $138.35 $51.4K - $58K
2.39K $301K
HD
Home Depot, Inc.

Consumer Cyclical
284
+ 5.91%
$385.02 - $431.37 $109K - $123K
5.09K $1.98M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
757
+ 15.58%
$40.82 - $45.39 $30.9K - $34.4K
5.62K $233K
LOW
Lowes Companies Inc

Consumer Cyclical
294
+ 17.18%
$244.52 - $284.07 $71.9K - $83.5K
2.01K $494K
Activity Summary
Buys All Purchases 207 New Holdings 24 Increased Positions 183 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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