Plancorp, LLC Purchases in Q1 2025

Plancorp, LLC

  • $2.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
125
+ 10.11%
$232.43 - $265.13 $29.1K - $33.1K
1.36K $359K
LOW
Lowes Companies Inc

Consumer Cyclical
378
+ 18.85%
$222.66 - $268.42 $84.2K - $101K
2.38K $555K
TJX
Tjx Companies Inc

Consumer Cyclical
441
+ 10.27%
$112.81 - $126.16 $49.7K - $55.6K
4.74K $576K
BSX
Boston Scientific Corp

Healthcare
243
+ 8.67%
$89.38 - $106.18 $21.7K - $25.8K
3.05K $307K
AFL
Aflac Inc

Financial Services
109
+ 1.92%
$100.99 - $111.19 $11K - $12.1K
5.77K $642K
WFC
Wells Fargo & Company

Financial Services
460
+ 3.09%
$66.78 - $81.42 $30.7K - $37.5K
15.3K $1.1M
SO
Southern CO

Utilities
196
+ 5.16%
$80.96 - $92.96 $15.9K - $18.2K
4K $367K
BMY
Bristol Myers Squibb CO

Healthcare
5
+ 0.04%
$53.9 - $63.11 $270 - $316
11.8K $719K
CTVA
Corteva, Inc.

Basic Materials
158
+ 2.26%
$55.94 - $66.15 $8.84K - $10.5K
7.16K $450K
RS
Reliance Steel & Aluminum CO

Basic Materials
25
+ 1.25%
$266.61 - $302.66 $6.67K - $7.57K
2.03K $587K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.54K
+ 17.42%
$25.58 - $29.24 $64.9K - $74.2K
17.1K $447K
FDX
Fedex Corp

Industrials
410
+ 26.78%
$230.33 - $281.53 $94.4K - $115K
1.94K $473K
NAK
Northern Dynasty Minerals LTD

Basic Materials
33.5K
New
$0.58 - $1.22 $19.4K - $40.8K
33.5K $38K
KMB
Kimberly Clark Corp

Consumer Defensive
94
+ 4.12%
$124.46 - $147.4 $11.7K - $13.9K
2.38K $337K
KLAC
Kla Corp

Technology
34
+ 10.66%
$636.62 - $777.63 $21.6K - $26.4K
353 $239K
TDG
Trans Digm Group Inc

Industrials
10
+ 4.95%
$1251.32 - $1394.11 $12.5K - $13.9K
212 $293K
LNC
Lincoln National Corp

Financial Services
38
+ 0.46%
$30.06 - $39.23 $1.14K - $1.49K
8.29K $297K
WWD
Woodward, Inc.

Industrials
24
+ 1.24%
$171.38 - $195.22 $4.11K - $4.69K
1.96K $358K
EXEL
Exelixis, Inc.

Healthcare
100
+ 1.26%
$32.38 - $39.16 $3.24K - $3.92K
8.05K $297K
FAST
Fastenal CO

Industrials
55
+ 1.08%
$71.11 - $79.98 $3.91K - $4.4K
5.15K $399K
SCHW
Schwab Charles Corp

Financial Services
257
+ 8.88%
$71.24 - $83.64 $18.3K - $21.5K
3.15K $246K
KMI
Kinder Morgan, Inc.

Energy
289
+ 1.64%
$26.1 - $31.22 $7.54K - $9.02K
17.9K $509K
GS
Goldman Sachs Group Inc

Financial Services
79
+ 11.76%
$524.81 - $672.19 $41.5K - $53.1K
751 $410K
BTBT
Bit Digital, Inc

Financial Services
11.5K
New
$2.02 - $3.88 $23.2K - $44.6K
11.5K $23K
BAC
Bank Of America Corp

Financial Services
5.7K
+ 5.82%
$39.61 - $47.74 $226K - $272K
104K $4.32M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
75
+ 0.96%
$126.11 - $135.06 $9.46K - $10.1K
7.88K $1.02M
CNQ
Canadian Natural Resources LTD

Energy
640
+ 8.73%
$26.72 - $32.74 $17.1K - $21K
7.97K $245K
BDX
Becton Dickinson & CO

Healthcare
59
+ 4.1%
$222.79 - $249.08 $13.1K - $14.7K
1.5K $343K
AUR
Aurora Innovation, Inc.

Technology
844
+ 3.24%
$6.1 - $10.19 $5.15K - $8.6K
26.9K $181K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
48
+ 0.24%
$51.52 - $52.37 $2.47K - $2.51K
19.9K $1.04M
ITW
Illinois Tool Works Inc

Industrials
85
+ 7.74%
$244.9 - $274.48 $20.8K - $23.3K
1.18K $293K
IWD
Ishares Russell 1000 Val ETF

ETFs
25
+ 0.89%
$182.82 - $196.21 $4.57K - $4.91K
2.84K $534K
ISRG
Intuitive Surgical Inc

Healthcare
49
+ 11.4%
$476.63 - $610.45 $23.4K - $29.9K
479 $237K
NSC
Norfolk Southern Corp

Industrials
24
+ 1.52%
$227.69 - $259.76 $5.46K - $6.23K
1.61K $380K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11
+ 0.58%
$128.74 - $138.67 $1.42K - $1.53K
1.92K $260K
ORCL
Oracle Corp

Technology
1.75K
+ 19.76%
$139.81 - $186.47 $245K - $327K
10.6K $1.48M
ABC
Amerisourcebergen Corp

Healthcare
31
+ 2.42%
N/A
1.31K $243K
SUB
Ishares Short Term National Mu

ETFs
35
+ 0.27%
$105.3 - $106.24 $3.69K - $3.72K
13.2K $1.4M
CPRT
Copart Inc

Consumer Cyclical
140
+ 3.92%
$52.3 - $59.83 $7.32K - $8.38K
3.71K $210K
BNDX
Vanguard Total International B

ETFs
161
+ 0.97%
$48.33 - $49.5 $7.78K - $7.97K
16.7K $817K
NEE
Nextera Energy Inc

Utilities
218
+ 1.37%
$66.96 - $76.16 $14.6K - $16.6K
16.2K $1.15M
MS
Morgan Stanley

Financial Services
205
+ 8.02%
$111.68 - $141.08 $22.9K - $28.9K
2.76K $322K
Volatility Shs Tr
13K
New
N/A
13K $0
American Centy ETF Tr
3.49K
+ 11.95%
N/A
32.7K $0
AVGE
American Centy ETF Tr Avantis
17
+ 0.21%
N/A
8.03K $0
AVIE
American Centy ETF Tr Avantis
600
+ 2.94%
N/A
21K $0
Vanguard Malvern Fds
55
+ 1.97%
N/A
2.85K $0
Ge Healthcare Technologies I
712
+ 22.74%
N/A
3.84K $0
Dimensional ETF Trust
4.93K
New
N/A
4.93K $0
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
Track This Portfolio

Track Plancorp, LLC Portfolio

Follow Plancorp, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email