Plancorp, LLC Purchases in Q2 2025

Plancorp, LLC

  • $2.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
112
+ 7.12%
$216.47 - $242.1 $24.2K - $27.1K
1.68K $385K
SRE
Sempra Energy

Utilities
54
+ 1.33%
$63.78 - $78.91 $3.44K - $4.26K
4.12K $312K
BNDX
Vanguard Total International B

ETFs
103
+ 0.62%
$48.77 - $49.55 $5.02K - $5.1K
16.8K $833K
NAK
Northern Dynasty Minerals LTD

Basic Materials
3.77K
+ 11.25%
$0.8 - $1.55 $3.01K - $5.84K
37.2K $49K
BTBT
Bit Digital, Inc

Financial Services
4K
+ 34.78%
$1.73 - $2.69 $6.92K - $10.8K
15.5K $33K
ROP
Roper Technologies Inc

Industrials
39
+ 7.09%
$519.19 - $590.78 $20.2K - $23K
589 $333K
TRV
Travelers Companies, Inc.

Financial Services
17
+ 1.25%
$233.83 - $276.34 $3.98K - $4.7K
1.38K $368K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
141
+ 1.2%
$41.1 - $42.37 $5.8K - $5.97K
11.9K $504K
DHI
Horton D R Inc

Consumer Cyclical
11
+ 0.54%
$115.1 - $129.63 $1.27K - $1.43K
2.04K $263K
MDLZ
Mondelez International, Inc.

Consumer Defensive
109
+ 1.02%
$63.54 - $68.5 $6.93K - $7.47K
10.8K $728K
UNM
Unum Group

Financial Services
69
+ 1.17%
$70.48 - $82.91 $4.86K - $5.72K
5.98K $482K
Linde PLC
21
+ 1.39%
N/A
1.53K $0
AVIE
American Centy ETF Tr Avantis
400
+ 1.9%
N/A
21.4K $0
Atlassian Corporation
2.12K
New
N/A
2.12K $0
Ge Vernova Inc
52
+ 1.53%
N/A
3.46K $0
Liberty Media Corp Del
2.25K
New
N/A
2.25K $0
Liberty Media Corp Del
5
+ 0.11%
N/A
4.56K $0
Lam Research Corp
2.57K
New
N/A
2.57K $0
AVGE
American Centy ETF Tr Avantis
1.16K
+ 14.44%
N/A
9.19K $0
American Centy ETF Tr
1K
+ 7.77%
N/A
13.9K $0
Hive Digital Technologies Lt
12.5K
+ 55.56%
N/A
35K $0
American Centy ETF Tr
1.51K
+ 4.61%
N/A
34.2K $0
American Centy ETF Tr
1.06K
+ 22.32%
N/A
5.81K $0
American Centy ETF Tr
1.2K
+ 9.25%
N/A
14.2K $0
American Centy ETF Tr
4.08K
New
N/A
4.08K $0
ALCC
Alt C Acquisition Corp.

Financial Services
6.02K
New
N/A
6.02K $0
Ishares Bitcoin Trust ETF
2.29K
+ 35.91%
N/A
8.68K $0
Barrick Mng Corp
260K
New
N/A
260K $0
Dimensional ETF Trust
76.1K
+ 167.2%
N/A
122K $0
Dimensional ETF Trust
86K
New
N/A
86K $0
Tortoise Capital Series Trus
24.6K
New
N/A
24.6K $0
Dimensional ETF Trust
5
+ 0.06%
N/A
8.14K $0
Dimensional ETF Trust
12.4K
+ 34.63%
N/A
48.2K $0
Blackrock Inc
75
+ 29.41%
N/A
330 $0
MO
Altria Group, Inc.

Consumer Defensive
200
+ 2.28%
$55.56 - $60.91 $11.1K - $12.2K
8.96K $525K
GILD
Gilead Sciences, Inc.

Healthcare
61
+ 0.96%
$96.91 - $113.0 $5.91K - $6.89K
6.41K $710K
CBSH
Commerce Bancshares Inc

Financial Services
2
+ 0.0%
$55.42 - $65.63 $111 - $131
52K $3.23M
DUK
Duke Energy Corp

Utilities
19
+ 1.02%
$112.46 - $124.05 $2.14K - $2.36K
1.88K $221K
PRU
Prudential Financial Inc

Financial Services
14
+ 0.55%
$95.12 - $112.71 $1.33K - $1.58K
2.58K $277K
PGR
Progressive Corp

Financial Services
50
+ 2.86%
$255.27 - $288.74 $12.8K - $14.4K
1.8K $480K
BIIB
Biogen Inc.

Healthcare
20
+ 1.26%
$113.38 - $135.49 $2.27K - $2.71K
1.61K $201K
WEC
Wec Energy Group, Inc.

Utilities
15
+ 0.36%
$102.24 - $109.76 $1.53K - $1.65K
4.17K $434K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
14
+ 1.46%
$212.1 - $244.27 $2.97K - $3.42K
971 $212K
AFL
Aflac Inc

Financial Services
19
+ 0.33%
$99.77 - $112.45 $1.9K - $2.14K
5.79K $610K
EPD
Enterprise Products Partners L.P.

Energy
37
+ 0.33%
$28.95 - $34.22 $1.07K - $1.27K
11.2K $348K
BP
Bp PLC

Energy
12
+ 0.1%
$26.11 - $33.81 $313 - $406
11.6K $346K
MCD
Mcdonalds Corp

Consumer Cyclical
545
+ 5.09%
$285.55 - $321.23 $156K - $175K
11.2K $3.29M
AEE
Ameren Corp

Utilities
14
+ 0.1%
$94.23 - $101.68 $1.32K - $1.42K
14.4K $1.38M
CNC
Centene Corp

Healthcare
246
+ 2.01%
$53.4 - $64.29 $13.1K - $15.8K
12.5K $676K
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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