Plancorp, LLC Incresed Positions in Q3 2025

Plancorp, LLC

  • $3.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
161
+ 11.74%
$172.41 - $199.66 $27.8K - $32.1K
1.53K $286K
BX
Blackstone Inc.

Financial Services
33
+ 1.78%
$152.77 - $188.68 $5.04K - $6.23K
1.89K $322K
SYY
Sysco Corp

Consumer Defensive
34
+ 0.61%
$76.33 - $82.51 $2.6K - $2.81K
5.59K $460K
BMO
Bank Of Montreal

Financial Services
1
+ 0.05%
$110.44 - $130.66 $110 - $131
1.99K $259K
AUR
Aurora Innovation, Inc.

Technology
6.1K
+ 23.39%
$5.05 - $6.56 $30.8K - $40K
32.2K $173K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.3%
$435.72 - $463.74 $1.31K - $1.39K
988 $458K
DUHP
Dimensional ETF Tr Dimensional

ETFs
29
+ 0.28%
$35.76 - $37.93 $1.04K - $1.1K
10.3K $387K
MMM
3 M CO

Industrials
42
+ 0.82%
$144.41 - $160.2 $6.07K - $6.73K
5.14K $797K
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 0.12%
$139.5 - $153.94 $837 - $924
4.97K $755K
F
Ford Motor CO

Consumer Cyclical
79
+ 0.46%
$10.82 - $12.09 $855 - $955
17.2K $205K
FDX
Fedex Corp

Industrials
24
+ 1.57%
$217.1 - $243.2 $5.21K - $5.84K
1.55K $365K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
73
+ 0.21%
$78.11 - $79.07 $5.7K - $5.77K
34.2K $2.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
135
+ 1.13%
$41.8 - $43.15 $5.64K - $5.83K
12.1K $515K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.62%
$136.48 - $142.97 $1.64K - $1.72K
1.95K $272K
MTB
M&T Bank Corp

Financial Services
1
+ 0.04%
$183.74 - $204.05 $184 - $204
2.45K $484K
VRT
Vertiv Holdings CO

Industrials
67
+ 1.28%
N/A
5.32K $460K
DFSD
Dimensional ETF Tr Short Durat

ETFs
85
+ 1.43%
$47.86 - $48.43 $4.07K - $4.12K
6.01K $289K
EPD
Enterprise Products Partners L.P.

Energy
38
+ 0.34%
$30.74 - $32.14 $1.17K - $1.22K
11.3K $352K
IEMG
Ishares Inc

ETFs
76
+ 0.12%
N/A
65.3K $3.5M
ALCC
Alt C Acquisition Corp.

Financial Services
73
+ 1.21%
N/A
6.09K $0
American Centy ETF Tr
1K
+ 2.94%
N/A
35.2K $0
American Centy ETF Tr
920
+ 6.63%
N/A
14.8K $0
AVGE
American Centy ETF Tr Avantis
142
+ 1.54%
N/A
9.33K $0
AVIE
American Centy ETF Tr Avantis
20
+ 0.09%
N/A
21.5K $0
Tortoise Capital Series Trus
311
+ 1.26%
N/A
24.9K $0
Dimensional ETF Trust
195
+ 0.16%
N/A
122K $0
Dimensional ETF Trust
20.1K
+ 41.65%
N/A
68.3K $0
Ishares Bitcoin Trust ETF
2.19K
+ 25.22%
N/A
10.9K $0
TT
Trane Technologies PLC

Industrials
5
+ 0.79%
$398.96 - $472.54 $1.99K - $2.36K
638 $269K
BMY
Bristol Myers Squibb CO

Healthcare
119
+ 1.1%
$43.31 - $48.98 $5.15K - $5.83K
10.9K $492K
PRU
Prudential Financial Inc

Financial Services
13
+ 0.5%
$100.68 - $109.89 $1.31K - $1.43K
2.59K $269K
KD
Kyndryl Holdings, Inc.

Technology
1.8K
+ 33.81%
$28.94 - $43.41 $52.1K - $78.1K
7.12K $213K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 2.76%
$5364.25 - $5815.92 $21.5K - $23.3K
149 $804K
ELV
Elevance Health, Inc.

Healthcare
20
+ 1.25%
$274.66 - $395.76 $5.49K - $7.92K
1.62K $522K
CBSH
Commerce Bancshares Inc

Financial Services
16
+ 0.03%
$58.61 - $66.11 $938 - $1.06K
52K $3.11M
EMR
Emerson Electric CO

Industrials
15
+ 0.0%
$128.6 - $149.63 $1.93K - $2.24K
314K $41.2M
Activity Summary
Buys All Purchases 115 New Holdings 28 Increased Positions 87 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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