Plancorp, LLC Incresed Positions in Q4 2024

Plancorp, LLC

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
26K
+ 5.37%
$280.04 - $302.45 $7.28M - $7.86M
510K $148M
DFAU
Dimensional ETF Tr

ETFs
169K
+ 26.94%
$39.27 - $42.38 $6.62M - $7.15M
795K $32.2M
AAPL
Apple Inc.

Technology
3.13K
+ 2.79%
$221.69 - $259.02 $693K - $810K
115K $28.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.96K
+ 5.01%
$521.84 - $558.82 $1.54M - $1.65M
62K $33.4M
DFAI
Dimensional ETF Tr

ETFs
103K
+ 26.22%
$29.0 - $31.6 $2.99M - $3.26M
496K $14.5M
TSLA
Tesla, Inc.

Consumer Cyclical
394
+ 4.19%
$213.65 - $479.86 $84.2K - $189K
9.81K $3.96M
DFAE
Dimensional ETF Tr

ETFs
62.1K
+ 97.98%
$25.36 - $28.15 $1.57M - $1.75M
125K $3.18M
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 4.51%
$180.88 - $232.93 $240K - $309K
30.7K $6.75M
GOOGL
Alphabet Inc.

Communication Services
2.78K
+ 12.18%
$161.86 - $196.66 $449K - $546K
25.6K $4.84M
NVDA
Nvidia Corp

Technology
2.87K
+ 6.26%
$117.0 - $148.88 $336K - $428K
48.8K $6.55M
AVGO
Broadcom Inc.

Technology
1.43K
+ 21.14%
$159.67 - $250.0 $228K - $358K
8.19K $1.9M
GOOG
Alphabet Inc.

Communication Services
1.89K
+ 20.1%
$163.08 - $198.16 $308K - $374K
11.3K $2.15M
JPM
Jpmorgan Chase & CO

Financial Services
1.36K
+ 16.09%
$205.18 - $250.29 $279K - $341K
9.83K $2.36M
VXF
Vanguard Extended Market ETF

ETFs
961
+ 2.42%
$179.17 - $207.15 $172K - $199K
40.6K $7.71M
CRM
Salesforce, Inc.

Technology
537
+ 10.55%
$270.87 - $367.87 $145K - $198K
5.63K $1.88M
BAC
Bank Of America Corp

Financial Services
59
+ 0.06%
$39.22 - $47.77 $2.31K - $2.82K
97.9K $4.3M
V
Visa Inc.

Financial Services
525
+ 10.71%
$273.87 - $320.91 $144K - $168K
5.43K $1.71M
MSFT
Microsoft Corp

Technology
1.54K
+ 4.65%
$406.35 - $454.46 $624K - $698K
34.6K $14.6M
MSTR
Microstrategy Inc

Technology
220
+ 9.73%
$162.69 - $473.83 $35.8K - $104K
2.48K $718K
CBSH
Commerce Bancshares Inc

Financial Services
2.92K
+ 5.56%
$57.04 - $74.36 $167K - $217K
55.4K $3.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
943
+ 5.82%
$442.29 - $483.08 $417K - $456K
17.2K $7.77M
MRK
Merck & Co., Inc.

Healthcare
5.95K
+ 27.3%
$96.31 - $114.76 $573K - $683K
27.7K $2.76M
WFC
Wells Fargo & Company

Financial Services
1.26K
+ 9.28%
$54.98 - $77.35 $69.5K - $97.8K
14.9K $1.05M
ABT
Abbott Laboratories

Healthcare
2.43K
+ 12.67%
$111.93 - $119.39 $272K - $290K
21.6K $2.45M
AXP
American Express CO

Financial Services
565
+ 17.3%
$267.35 - $305.57 $151K - $173K
3.83K $1.14M
TXN
Texas Instruments Inc

Technology
1.26K
+ 43.74%
N/A
4.15K $807K
AEE
Ameren Corp

Utilities
2.49K
+ 22.12%
$85.81 - $94.98 $213K - $236K
13.7K $1.22M
CSCO
Cisco Systems, Inc.

Technology
1.72K
+ 9.19%
$52.45 - $60.02 $90.2K - $103K
20.4K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
1.16K
+ 67.03%
N/A
2.88K $525K
VV
Vanguard Large Cap ETF

ETFs
520
+ 9.15%
$260.27 - $280.65 $135K - $146K
6.2K $1.67M
TJX
Tjx Companies Inc

Consumer Cyclical
1.36K
+ 46.24%
$112.15 - $127.2 $152K - $173K
4.3K $518K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.73K
+ 25.55%
$104.01 - $115.38 $180K - $199K
8.49K $896K
BMY
Bristol Myers Squibb CO

Healthcare
1.71K
+ 16.96%
$51.92 - $59.94 $88.8K - $102K
11.8K $667K
DIS
Walt Disney CO

Communication Services
469
+ 7.71%
$92.39 - $117.6 $43.3K - $55.2K
6.55K $729K
VO
Vanguard Mid Cap ETF

ETFs
541
+ 14.57%
$261.5 - $284.63 $141K - $154K
4.25K $1.12M
ORCL
Oracle Corp

Technology
987
+ 12.53%
$165.41 - $192.43 $163K - $190K
8.86K $1.48M
CAT
Caterpillar Inc

Industrials
512
+ 26.35%
$360.37 - $416.88 $185K - $213K
2.46K $890K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$370.24 - $418.94 $370 - $419
4.79K $1.92M
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 1.18%
$873.59 - $994.69 $30.6K - $34.8K
3K $2.75M
USB
Us Bancorp \De\

Financial Services
533
+ 1.19%
$43.98 - $53.66 $23.4K - $28.6K
45.2K $2.16M
SPGI
S&P Global Inc.

Financial Services
239
+ 60.35%
$480.36 - $529.17 $115K - $126K
635 $316K
ADP
Automatic Data Processing Inc

Industrials
164
+ 4.97%
$280.08 - $307.97 $45.9K - $50.5K
3.46K $1.01M
VB
Vanguard Small Cap ETF

ETFs
390
+ 17.53%
$233.76 - $261.58 $91.2K - $102K
2.62K $628K
KMI
Kinder Morgan, Inc.

Energy
307
+ 1.78%
$22.59 - $28.54 $6.94K - $8.76K
17.6K $481K
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.3K
+ 300.03%
$25.93 - $105.3 $889K - $3.61M
45.7K $1.27M
MCK
Mckesson Corp

Healthcare
14
+ 1.45%
$482.27 - $628.5 $6.75K - $8.8K
980 $558K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
10K
+ 12.89%
$5.7 - $8.27 $57K - $82.7K
87.6K $592K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.05K
+ 12.29%
$65.31 - $74.15 $68.2K - $77.5K
9.55K $644K
BRBR
Bellring Brands, Inc.

Consumer Defensive
6
+ 0.11%
$60.38 - $78.79 $362 - $473
5.36K $403K
Activity Summary
Buys All Purchases 207 New Holdings 24 Increased Positions 183 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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