Plancorp, LLC Incresed Positions in Q2 2025

Plancorp, LLC

  • $2.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVIV
American Centy ETF Tr Avantis
940
+ 1.98%
$50.27 - $62.84 $47.3K - $59.1K
48.3K $3.01M
SCHX
Schwab Strategic Tr Us Large C

ETFs
321
+ 0.24%
$19.6 - $24.44 $6.29K - $7.85K
133K $3.25M
ESE
Esco Technologies Inc

Technology
5
+ 0.05%
$139.86 - $194.5 $699 - $973
9.6K $1.84M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.4K
+ 97.89%
$17.76 - $22.1 $220K - $274K
25.1K $554K
MSTR
Microstrategy Inc

Technology
10
+ 0.41%
$237.95 - $421.61 $2.38K - $4.22K
2.48K $1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.75K
+ 7.37%
$55.54 - $69.09 $97.2K - $121K
25.5K $1.76M
INTU
Intuit Inc

Technology
109
+ 12.12%
$544.07 - $787.63 $59.3K - $85.9K
1.01K $793K
GS
Goldman Sachs Group Inc

Financial Services
155
+ 20.64%
$462.22 - $707.75 $71.6K - $110K
906 $641K
RS
Reliance Steel & Aluminum CO

Basic Materials
576
+ 28.33%
$262.08 - $316.81 $151K - $182K
2.61K $818K
PM
Philip Morris International Inc.

Consumer Defensive
237
+ 3.03%
$149.23 - $184.95 $35.4K - $43.8K
8.05K $1.47M
ETN
Eaton Corp PLC

Industrials
288
+ 20.45%
$246.52 - $356.99 $71K - $103K
1.7K $605K
PANW
Palo Alto Networks Inc

Technology
500
+ 15.06%
$152.44 - $204.64 $76.2K - $102K
3.82K $781K
ADP
Automatic Data Processing Inc

Industrials
653
+ 15.85%
$276.76 - $326.81 $181K - $213K
4.77K $1.47M
NOW
Service Now, Inc.

Technology
134
+ 41.23%
$721.65 - $1040.18 $96.7K - $139K
459 $471K
ECL
Ecolab Inc.

Basic Materials
602
+ 31.87%
$225.65 - $270.95 $136K - $163K
2.49K $671K
UBER
Uber Technologies, Inc

Technology
994
+ 26.53%
$64.62 - $93.3 $64.2K - $92.7K
4.74K $442K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
64
+ 2.68%
$141.37 - $228.57 $9.05K - $14.6K
2.45K $555K
SYK
Stryker Corp

Healthcare
322
+ 35.54%
$337.37 - $395.63 $109K - $127K
1.23K $485K
VTV
Vanguard Value ETF

ETFs
462
+ 3.05%
$153.67 - $176.74 $71K - $81.7K
15.6K $2.76M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.18K
+ 2.67%
$19.1 - $23.83 $22.6K - $28.2K
45.4K $1.08M
VIG
Vanguard Dividend Appreciation

ETFs
687
+ 39.8%
N/A
2.41K $439K
SYY
Sysco Corp

Consumer Defensive
1.62K
+ 41.03%
$68.0 - $75.91 $110K - $123K
5.56K $420K
CRM
Salesforce, Inc.

Technology
353
+ 6.38%
$236.26 - $291.15 $83.4K - $103K
5.89K $1.61M
ABT
Abbott Laboratories

Healthcare
343
+ 1.61%
$123.95 - $138.08 $42.5K - $47.4K
21.7K $2.95M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
22
+ 2.15%
$177.93 - $313.14 $3.91K - $6.89K
1.04K $326K
RGLD
Royal Gold Inc

Basic Materials
5
+ 0.06%
$155.48 - $186.71 $777 - $934
8.09K $1.44M
ACN
Accenture PLC

Technology
447
+ 30.04%
$279.23 - $323.21 $125K - $144K
1.94K $578K
IONS
Ionis Pharmaceuticals Inc

Healthcare
80
+ 0.72%
$25.51 - $40.0 $2.04K - $3.2K
11.2K $442K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.17K
+ 3.54%
$77.74 - $78.78 $90.9K - $92.1K
34.2K $2.69M
YUM
Yum Brands Inc

Consumer Cyclical
955
+ 23.81%
$138.36 - $161.45 $132K - $154K
4.97K $735K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
47
+ 0.23%
$90.56 - $109.49 $4.26K - $5.15K
20.8K $2.28M
MPC
Marathon Petroleum Corp

Energy
320
+ 13.85%
$118.55 - $170.08 $37.9K - $54.4K
2.63K $437K
TJX
Tjx Companies Inc

Consumer Cyclical
750
+ 15.84%
$119.13 - $135.03 $89.3K - $101K
5.49K $677K
HD
Home Depot, Inc.

Consumer Cyclical
254
+ 4.52%
$335.24 - $380.78 $85.2K - $96.7K
5.88K $2.15M
T
At&T Inc.

Communication Services
2.11K
+ 4.82%
$26.33 - $28.94 $55.5K - $60.9K
45.8K $1.33M
IWV
Ishares Russell 3000 ETF

ETFs
145
+ 13.92%
$281.67 - $351.0 $40.8K - $50.9K
1.19K $416K
CTVA
Corteva, Inc.

Basic Materials
27
+ 0.38%
$55.52 - $74.53 $1.5K - $2.01K
7.18K $535K
KO
Coca Cola CO

Consumer Defensive
1.32K
+ 7.99%
$68.37 - $73.9 $89.9K - $97.2K
17.8K $1.26M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
10K
+ 24.99%
$9.7 - $10.52 $97K - $105K
50K $491K
MS
Morgan Stanley

Financial Services
40
+ 1.45%
$99.83 - $140.86 $3.99K - $5.63K
2.8K $394K
CAH
Cardinal Health Inc

Healthcare
28
+ 1.32%
$125.0 - $168.0 $3.5K - $4.7K
2.14K $359K
AVIG
American Centy ETF Tr Avantis

ETFs
875
+ 0.62%
$40.41 - $41.62 $35.4K - $36.4K
142K $5.93M
HCA
Hca Healthcare, Inc.

Healthcare
18
+ 1.11%
$317.61 - $387.52 $5.72K - $6.98K
1.64K $629K
HON
Honeywell International Inc

Industrials
61
+ 2.73%
$182.86 - $232.88 $11.2K - $14.2K
2.3K $534K
SPGI
S&P Global Inc.

Financial Services
90
+ 15.25%
$438.31 - $527.29 $39.4K - $47.5K
680 $358K
EXEL
Exelixis, Inc.

Healthcare
36
+ 0.45%
$34.13 - $46.26 $1.23K - $1.67K
8.09K $356K
C
Citigroup Inc

Financial Services
72
+ 2.29%
$58.13 - $85.12 $4.19K - $6.13K
3.21K $273K
SNPS
Synopsys Inc

Technology
14
+ 2.71%
$380.9 - $517.66 $5.33K - $7.25K
530 $271K
CB
Chubb LTD

Financial Services
276
+ 10.93%
$274.32 - $302.46 $75.7K - $83.5K
2.8K $811K
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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