Plancorp, LLC Incresed Positions in Q1 2025

Plancorp, LLC

  • $2.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
YUM
Yum Brands Inc

Consumer Cyclical
1.29K
+ 47.14%
$123.25 - $162.53 $158K - $209K
4.01K $631K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.9K
+ 45.69%
$21.23 - $23.75 $294K - $329K
44.2K $952K
GOOG
Alphabet Inc.

Communication Services
4.12K
+ 36.59%
$156.06 - $207.71 $643K - $856K
15.4K $2.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.06K
+ 105.7%
$40.79 - $42.32 $247K - $256K
11.8K $495K
RGLD
Royal Gold Inc

Basic Materials
17
+ 0.21%
$132.55 - $163.51 $2.25K - $2.78K
8.08K $1.32M
ESE
Esco Technologies Inc

Technology
11
+ 0.11%
$128.92 - $169.65 $1.42K - $1.87K
9.6K $1.53M
ADP
Automatic Data Processing Inc

Industrials
656
+ 18.94%
$286.85 - $318.64 $188K - $209K
4.12K $1.26M
COST
Costco Wholesale Corp

Consumer Defensive
156
+ 5.19%
$890.62 - $1076.86 $139K - $168K
3.16K $2.99M
QCOM
Qualcomm Inc

Technology
1.51K
+ 19.38%
$151.94 - $175.86 $229K - $265K
9.29K $1.43M
AEE
Ameren Corp

Utilities
625
+ 4.55%
$86.87 - $103.67 $54.3K - $64.8K
14.4K $1.44M
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
PGR
Progressive Corp

Financial Services
448
+ 34.44%
$235.61 - $291.22 $106K - $130K
1.75K $494K
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
MMM
3 M CO

Industrials
185
+ 3.76%
$129.7 - $155.12 $24K - $28.7K
5.11K $750K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.91K
+ 22.94%
$23.16 - $27.04 $206K - $241K
47.8K $1.12M
MCK
Mckesson Corp

Healthcare
18
+ 1.84%
$566.21 - $672.99 $10.2K - $12.1K
998 $671K
ELV
Elevance Health, Inc.

Healthcare
11
+ 0.7%
$365.9 - $436.25 $4.02K - $4.8K
1.58K $685K
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
PLTR
Palantir Technologies Inc.

Technology
393
+ 5.34%
$64.98 - $124.62 $25.5K - $49K
7.75K $654K
AMAT
Applied Materials Inc

Technology
1.02K
+ 35.94%
$145.06 - $195.51 $148K - $199K
3.86K $559K
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
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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