Plancorp, LLC Incresed Positions in Q3 2024

Plancorp, LLC

  • $2.44 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
29.5K
+ 6.48%
$255.18 - $283.2 $7.52M - $8.34M
484K $137M
AVUV
American Centy ETF Tr Avantis

ETFs
30.5K
+ 3.77%
$88.24 - $99.7 $2.69M - $3.04M
838K $80.4M
LRGF
Ishares Tr

ETFs
29.4K
+ 1.97%
$52.89 - $58.77 $1.56M - $1.73M
1.52M $89.4M
DFIV
Dimensional ETF Tr

ETFs
2.06K
+ 0.08%
$34.66 - $38.38 $71.3K - $78.9K
2.65M $101M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
23.7K
+ 5.62%
$60.13 - $68.17 $1.43M - $1.62M
446K $30.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.49K
+ 4.39%
$475.2 - $527.7 $1.18M - $1.31M
59K $31.1M
AVUS
American Centy ETF Tr Avantis

ETFs
248
+ 0.05%
$86.27 - $95.15 $21.4K - $23.6K
521K $49.6M
VEA
Vanguard Ftse Developed Market

ETFs
16.1K
+ 5.28%
$47.6 - $53.31 $768K - $861K
322K $17M
EFSC
Enterprise Financial Services Corp

Financial Services
20.6K
+ 47.37%
$38.94 - $54.0 $801K - $1.11M
64K $3.28M
EFV
Msci Eafe Value ETF

ETFs
1.72K
+ 0.63%
$51.72 - $57.96 $88.8K - $99.5K
275K $15.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 0.41%
$405.19 - $478.57 $26.7K - $31.6K
16.2K $7.46M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.42K
+ 7.45%
$41.9 - $48.26 $353K - $406K
121K $5.81M
DFAI
Dimensional ETF Tr

ETFs
688
+ 0.18%
$28.69 - $32.06 $19.7K - $22.1K
393K $12.5M
WMT
Walmart Inc.

Consumer Defensive
1.54K
+ 2.95%
$66.91 - $81.4 $103K - $125K
53.8K $4.35M
CDE
Coeur Mining, Inc.

Basic Materials
67K
+ 28.84%
$5.12 - $7.51 $343K - $503K
299K $2.06M
VXF
Vanguard Extended Market ETF

ETFs
1.06K
+ 2.74%
$163.98 - $182.92 $173K - $194K
39.6K $7.21M
POST
Post Holdings, Inc.

Consumer Defensive
2K
+ 6.87%
$103.64 - $118.23 $207K - $237K
31.1K $3.6M
IMO
Imperial Oil LTD

Energy
5.97K
+ 15.13%
$65.73 - $77.23 $393K - $461K
45.5K $3.2M
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.2%
$245.82 - $304.51 $4.67K - $5.79K
9.42K $2.87M
VBR
Vanguard Small Cap Value ETF

ETFs
1.01K
+ 8.65%
$179.99 - $201.6 $181K - $203K
12.6K $2.54M
HD
Home Depot, Inc.

Consumer Cyclical
215
+ 4.68%
$333.64 - $405.2 $71.7K - $87.1K
4.81K $1.95M
GE
General Electric CO

Industrials
6
+ 0.05%
$156.66 - $189.66 $940 - $1.14K
12.1K $2.29M
AVLV
American Centy ETF Tr Avantis
3.2K
+ 9.89%
$60.05 - $65.83 $192K - $211K
35.6K $2.34M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.06K
+ 15.31%
$58.03 - $65.37 $178K - $200K
23.1K $1.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
102
+ 1.63%
$517.38 - $573.86 $52.8K - $58.5K
6.37K $3.66M
VTV
Vanguard Value ETF

ETFs
179
+ 1.23%
$159.75 - $174.57 $28.6K - $31.2K
14.7K $2.57M
ORCL
Oracle Corp

Technology
7
+ 0.09%
$125.9 - $170.35 $881 - $1.19K
7.87K $1.34M
ESE
Esco Technologies Inc

Technology
1
+ 0.01%
$102.11 - $128.98 $102 - $129
9.59K $1.24M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
7
+ 0.02%
$75.63 - $84.89 $529 - $594
40.2K $3.39M
NEE
Nextera Energy Inc

Utilities
56
+ 0.38%
$69.9 - $84.97 $3.91K - $4.76K
15K $1.26M
MMM
3 M CO

Industrials
255
+ 5.21%
$99.69 - $139.42 $25.4K - $35.6K
5.15K $703K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
29
+ 0.15%
$105.53 - $118.34 $3.06K - $3.43K
19K $2.22M
IVV
Ishares Core S&P 500 ETF

ETFs
106
+ 2.36%
$520.18 - $576.82 $55.1K - $61.1K
4.61K $2.66M
AVSF
American Centy ETF Tr Avantis

ETFs
2.4K
+ 2.88%
$45.96 - $47.18 $110K - $113K
85.8K $4.04M
MA
Mastercard Inc

Financial Services
93
+ 3.49%
$429.6 - $500.99 $40K - $46.6K
2.75K $1.36M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.43K
+ 26.81%
$99.14 - $109.18 $142K - $156K
6.76K $737K
ADP
Automatic Data Processing Inc

Industrials
183
+ 5.87%
$233.44 - $279.45 $42.7K - $51.1K
3.3K $913K
PFE
Pfizer Inc

Healthcare
2.31K
+ 2.5%
$27.7 - $31.39 $64.1K - $72.6K
95K $2.75M
COST
Costco Wholesale Corp

Consumer Defensive
43
+ 1.47%
$801.83 - $917.05 $34.5K - $39.4K
2.97K $2.63M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.51K
+ 21.51%
$60.1 - $66.57 $90.5K - $100K
8.5K $564K
AXP
American Express CO

Financial Services
25
+ 0.77%
$225.92 - $271.17 $5.65K - $6.78K
3.27K $885K
AFL
Aflac Inc

Financial Services
16
+ 0.29%
$88.52 - $111.8 $1.42K - $1.79K
5.6K $626K
FNV
Franco Nevada Corp

Basic Materials
12
+ 0.06%
$116.95 - $131.12 $1.4K - $1.57K
21.4K $2.65M
TMO
Thermo Fisher Scientific Inc.

Healthcare
140
+ 25.09%
$531.86 - $624.21 $74.5K - $87.4K
698 $431K
BMY
Bristol Myers Squibb CO

Healthcare
478
+ 4.98%
$39.66 - $51.75 $19K - $24.7K
10.1K $521K
RGLD
Royal Gold Inc

Basic Materials
1
+ 0.01%
$125.01 - $146.5 $125 - $147
8.06K $1.13M
AVGO
Broadcom Inc.

Technology
6.11K
+ 938.86%
$136.27 - $1745.86 $833K - $10.7M
6.76K $1.17M
KO
Coca Cola CO

Consumer Defensive
349
+ 3.02%
$62.69 - $73.01 $21.9K - $25.5K
11.9K $855K
JPM
Jpmorgan Chase & CO

Financial Services
214
+ 2.59%
$194.9 - $224.8 $41.7K - $48.1K
8.47K $1.78M
Activity Summary
Buys All Purchases 181 New Holdings 38 Increased Positions 143 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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