Plancorp, LLC Purchases in Q2 2025

Plancorp, LLC

  • $2.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
47
+ 0.23%
$90.56 - $109.49 $4.26K - $5.15K
20.8K $2.28M
YUM
Yum Brands Inc

Consumer Cyclical
955
+ 23.81%
$138.36 - $161.45 $132K - $154K
4.97K $735K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
10K
New
$9.65 - $10.68 $96.5K - $107K
10K $102K
TJX
Tjx Companies Inc

Consumer Cyclical
750
+ 15.84%
$119.13 - $135.03 $89.3K - $101K
5.49K $677K
MPC
Marathon Petroleum Corp

Energy
320
+ 13.85%
$118.55 - $170.08 $37.9K - $54.4K
2.63K $437K
STLA
Stellantis N.V.

Consumer Cyclical
10K
New
$8.53 - $11.27 $85.3K - $113K
10K $100K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
10K
New
$9.33 - $10.06 $93.3K - $101K
10K $96K
HD
Home Depot, Inc.

Consumer Cyclical
254
+ 4.52%
$335.24 - $380.78 $85.2K - $96.7K
5.88K $2.15M
T
At&T Inc.

Communication Services
2.11K
+ 4.82%
$26.33 - $28.94 $55.5K - $60.9K
45.8K $1.33M
IWV
Ishares Russell 3000 ETF

ETFs
145
+ 13.92%
$281.67 - $351.0 $40.8K - $50.9K
1.19K $416K
KO
Coca Cola CO

Consumer Defensive
1.32K
+ 7.99%
$68.37 - $73.9 $89.9K - $97.2K
17.8K $1.26M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
10K
+ 24.99%
$9.7 - $10.52 $97K - $105K
50K $491K
MS
Morgan Stanley

Financial Services
40
+ 1.45%
$99.83 - $140.86 $3.99K - $5.63K
2.8K $394K
CAH
Cardinal Health Inc

Healthcare
28
+ 1.32%
$125.0 - $168.0 $3.5K - $4.7K
2.14K $359K
AVIG
American Centy ETF Tr Avantis

ETFs
875
+ 0.62%
$40.41 - $41.62 $35.4K - $36.4K
142K $5.93M
HCA
Hca Healthcare, Inc.

Healthcare
18
+ 1.11%
$317.61 - $387.52 $5.72K - $6.98K
1.64K $629K
HON
Honeywell International Inc

Industrials
61
+ 2.73%
$182.86 - $232.88 $11.2K - $14.2K
2.3K $534K
SPGI
S&P Global Inc.

Financial Services
90
+ 15.25%
$438.31 - $527.29 $39.4K - $47.5K
680 $358K
EXEL
Exelixis, Inc.

Healthcare
36
+ 0.45%
$34.13 - $46.26 $1.23K - $1.67K
8.09K $356K
C
Citigroup Inc

Financial Services
72
+ 2.29%
$58.13 - $85.12 $4.19K - $6.13K
3.21K $273K
SNPS
Synopsys Inc

Technology
14
+ 2.71%
$380.9 - $517.66 $5.33K - $7.25K
530 $271K
SCHW
Schwab Charles Corp

Financial Services
86
+ 2.73%
$69.06 - $91.24 $5.94K - $7.85K
3.24K $295K
CB
Chubb LTD

Financial Services
276
+ 10.93%
$274.32 - $302.46 $75.7K - $83.5K
2.8K $811K
RF
Regions Financial Corp

Financial Services
71
+ 0.28%
$18.34 - $23.52 $1.3K - $1.67K
25.5K $600K
TXN
Texas Instruments Inc

Technology
236
+ 6.28%
N/A
3.99K $776K
APD
Air Products & Chemicals, Inc.

Basic Materials
211
+ 19.48%
$248.61 - $294.96 $52.5K - $62.2K
1.29K $364K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.33%
$211.12 - $274.14 $844 - $1.1K
1.23K $336K
MTB
M&T Bank Corp

Financial Services
16
+ 0.66%
$156.58 - $193.99 $2.51K - $3.1K
2.45K $475K
ITW
Illinois Tool Works Inc

Industrials
167
+ 14.12%
$218.41 - $252.43 $36.5K - $42.2K
1.35K $333K
FAST
Fastenal CO

Industrials
5.25K
+ 102.0%
$40.65 - $83.16 $214K - $437K
10.4K $437K
PSX
Phillips 66

Energy
413
+ 13.35%
$92.87 - $125.73 $38.4K - $51.9K
3.51K $418K
NSC
Norfolk Southern Corp

Industrials
22
+ 1.37%
$206.34 - $257.46 $4.54K - $5.66K
1.63K $417K
TDG
Trans Digm Group Inc

Industrials
5
+ 2.36%
$1231.75 - $1520.64 $6.16K - $7.6K
217 $329K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.1%
$114.78 - $133.31 $918 - $1.07K
7.89K $1.05M
F
Ford Motor CO

Consumer Cyclical
1.98K
+ 13.08%
$8.69 - $10.85 $17.2K - $21.4K
17.1K $185K
SO
Southern CO

Utilities
374
+ 9.36%
$84.91 - $92.56 $31.8K - $34.6K
4.37K $401K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8
+ 0.05%
$22.92 - $28.05 $183 - $224
17.1K $479K
PNC
Pnc Financial Services Group, Inc.

Financial Services
31
+ 1.27%
$149.76 - $186.42 $4.64K - $5.78K
2.48K $461K
AMP
Ameriprise Financial Inc

Financial Services
11
+ 2.49%
$422.19 - $533.73 $4.64K - $5.87K
452 $241K
BSX
Boston Scientific Corp

Healthcare
79
+ 2.59%
$89.7 - $107.41 $7.09K - $8.49K
3.13K $335K
FTNT
Fortinet, Inc.

Technology
50
+ 2.18%
$84.71 - $108.69 $4.24K - $5.43K
2.34K $247K
VTWV
Vanguard Russell 2000 Value Et

ETFs
2
+ 0.05%
$116.09 - $139.09 $232 - $278
4.32K $600K
DUHP
Dimensional ETF Tr Dimensional

ETFs
34
+ 0.33%
$29.36 - $35.56 $998 - $1.21K
10.2K $363K
ISRG
Intuitive Surgical Inc

Healthcare
4
+ 0.84%
$451.58 - $565.94 $1.81K - $2.26K
483 $262K
LMT
Lockheed Martin Corp

Industrials
23
+ 2.59%
$430.82 - $486.45 $9.91K - $11.2K
912 $422K
BX
Blackstone Inc.

Financial Services
46
+ 2.54%
$120.07 - $151.11 $5.52K - $6.95K
1.86K $277K
BK
Bank Of New York Mellon Corp

Financial Services
45
+ 1.6%
$73.31 - $91.62 $3.3K - $4.12K
2.86K $260K
KMI
Kinder Morgan, Inc.

Energy
234
+ 1.31%
$25.21 - $29.4 $5.9K - $6.88K
18.1K $532K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.41%
$376.48 - $440.65 $1.51K - $1.76K
985 $434K
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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