Plancorp, LLC Purchases in Q1 2025

Plancorp, LLC

  • $2.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMO
Bank Of Montreal

Financial Services
2.21K
New
$94.92 - $104.14 $210K - $230K
2.21K $210K
MU
Micron Technology Inc

Technology
2.42K
New
$86.89 - $109.38 $211K - $265K
2.42K $210K
TMO
Thermo Fisher Scientific Inc.

Healthcare
444
+ 83.77%
$497.6 - $606.74 $221K - $269K
974 $484K
CARR
Carrier Global Corp

Industrials
3.23K
New
$62.07 - $70.55 $200K - $228K
3.23K $204K
OTIS
Otis Worldwide Corp

Industrials
1.98K
New
$90.77 - $104.01 $180K - $206K
1.98K $204K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.2K
New
$157.11 - $206.52 $188K - $247K
1.2K $200K
CEV
Eaton Vance California Municipal Income Trust

Financial Services
20K
New
$9.93 - $10.39 $199K - $208K
20K $200K
DE
Deere & CO

Industrials
367
+ 69.25%
$408.57 - $509.27 $150K - $187K
897 $421K
PANW
Palo Alto Networks Inc

Technology
1.28K
+ 62.7%
$167.82 - $208.28 $215K - $266K
3.32K $566K
ECL
Ecolab Inc.

Basic Materials
668
+ 54.71%
$229.72 - $269.82 $153K - $180K
1.89K $478K
PEP
Pepsico Inc

Consumer Defensive
1.49K
+ 6.05%
$142.64 - $156.42 $213K - $233K
26.1K $3.91M
AMGN
Amgen Inc

Healthcare
43
+ 1.42%
$258.59 - $327.36 $11.1K - $14.1K
3.07K $957K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.29K
+ 13.65%
$56.12 - $68.15 $72.1K - $87.6K
10.7K $725K
RTX
Raytheon Technologies Corp

Industrials
555
+ 11.48%
$114.1 - $135.66 $63.3K - $75.3K
5.39K $713K
CL
Colgate Palmolive CO

Consumer Defensive
1.34K
+ 14.11%
$85.68 - $97.5 $115K - $131K
10.9K $1.02M
VZ
Verizon Communications Inc

Communication Services
762
+ 3.51%
$37.81 - $46.49 $28.8K - $35.4K
22.5K $1.02M
GILD
Gilead Sciences, Inc.

Healthcare
292
+ 4.82%
$89.14 - $117.41 $26K - $34.3K
6.35K $711K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.1K
+ 84.83%
$165.25 - $224.62 $181K - $246K
2.39K $396K
WM
Waste Management Inc

Industrials
455
+ 40.73%
$200.54 - $233.78 $91.2K - $106K
1.57K $363K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.25K
+ 3.95%
$76.94 - $78.28 $96.4K - $98.1K
33K $2.58M
IEMG
Ishares Inc

ETFs
2.43K
+ 4.43%
N/A
57.2K $3.07M
MO
Altria Group, Inc.

Consumer Defensive
1.11K
+ 14.46%
$50.81 - $60.02 $56.2K - $66.4K
8.76K $526K
ADBE
Adobe Inc.

Technology
421
+ 73.09%
$377.84 - $464.11 $159K - $195K
997 $382K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
759
+ 3.3%
$58.01 - $64.46 $44K - $48.9K
23.7K $1.47M
NFLX
Netflix Inc

Communication Services
75
+ 6.28%
$828.4 - $1058.6 $62.1K - $79.4K
1.27K $1.18M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.91K
+ 22.94%
$23.16 - $27.04 $206K - $241K
47.8K $1.12M
MMM
3 M CO

Industrials
185
+ 3.76%
$129.7 - $155.12 $24K - $28.7K
5.11K $750K
MCK
Mckesson Corp

Healthcare
18
+ 1.84%
$566.21 - $672.99 $10.2K - $12.1K
998 $671K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
10K
New
$10.81 - $11.3 $108K - $113K
10K $109K
ELV
Elevance Health, Inc.

Healthcare
11
+ 0.7%
$365.9 - $436.25 $4.02K - $4.8K
1.58K $685K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
10K
New
$10.65 - $11.24 $107K - $112K
10K $107K
AXP
American Express CO

Financial Services
785
+ 20.5%
$255.39 - $325.87 $200K - $256K
4.62K $1.24M
VGT
Vanguard Information Technolog

ETFs
405
+ 27.68%
$542.38 - $646.34 $220K - $262K
1.87K $1.01M
VTV
Vanguard Value ETF

ETFs
281
+ 1.89%
$167.73 - $179.21 $47.1K - $50.4K
15.2K $2.62M
AMAT
Applied Materials Inc

Technology
1.02K
+ 35.94%
$145.06 - $195.51 $148K - $199K
3.86K $559K
PLTR
Palantir Technologies Inc.

Technology
393
+ 5.34%
$64.98 - $124.62 $25.5K - $49K
7.75K $654K
VRT
Vertiv Holdings CO

Industrials
1.12K
+ 26.76%
N/A
5.31K $459K
MPC
Marathon Petroleum Corp

Energy
574
+ 33.05%
$134.72 - $159.03 $77.3K - $91.3K
2.31K $336K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.77K
+ 36.05%
$46.74 - $47.55 $82.6K - $84.1K
6.67K $317K
COP
Conocophillips

Energy
556
+ 13.84%
$88.6 - $105.85 $49.3K - $58.9K
4.57K $480K
POST
Post Holdings, Inc.

Consumer Defensive
189
+ 0.61%
$104.57 - $116.92 $19.8K - $22.1K
31.2K $3.63M
HD
Home Depot, Inc.

Consumer Cyclical
528
+ 10.37%
$347.25 - $424.87 $183K - $224K
5.62K $2.06M
DIS
Walt Disney CO

Communication Services
1.6K
+ 24.34%
$96.87 - $114.0 $155K - $182K
8.15K $804K
URI
United Rentals, Inc.

Industrials
166
+ 43.57%
$594.17 - $789.56 $98.6K - $131K
547 $342K
PFE
Pfizer Inc

Healthcare
7.37K
+ 7.53%
$25.01 - $27.13 $184K - $200K
105K $2.67M
WEC
Wec Energy Group, Inc.

Utilities
70
+ 1.71%
$92.12 - $108.98 $6.45K - $7.63K
4.15K $452K
CDE
Coeur Mining, Inc.

Basic Materials
1.62K
+ 0.54%
$5.02 - $7.29 $8.12K - $11.8K
301K $1.78M
DFAE
Dimensional ETF Tr

ETFs
1
+ 0.0%
$24.64 - $26.86 $24.6 - $26.9
125K $3.25M
BIGZ
Black Rock Innovation & Growth Trust
10K
New
$6.4 - $8.25 $64K - $82.5K
10K $66K
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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