Plancorp, LLC Incresed Positions in Q4 2024

Plancorp, LLC

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
84
+ 1.17%
$204.9 - $238.04 $17.2K - $20K
7.26K $1.6M
MCD
Mcdonalds Corp

Consumer Cyclical
503
+ 5.34%
$288.47 - $316.54 $145K - $159K
9.92K $2.88M
FAST
Fastenal CO

Industrials
81
+ 1.62%
$69.99 - $84.35 $5.67K - $6.83K
5.1K $366K
FICO
Fair Isaac Corp

Technology
1
+ 0.88%
$1911.01 - $2382.4 $1.91K - $2.38K
115 $228K
BDX
Becton Dickinson & CO

Healthcare
114
+ 8.6%
$220.02 - $243.75 $25.1K - $27.8K
1.44K $326K
VRT
Vertiv Holdings CO

Industrials
68
+ 1.65%
N/A
4.19K $362K
ETN
Eaton Corp PLC

Industrials
13
+ 0.86%
$326.96 - $377.52 $4.25K - $4.91K
1.52K $504K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.34%
$417.69 - $450.94 $1.67K - $1.8K
1.18K $500K
PGR
Progressive Corp

Financial Services
83
+ 6.81%
$239.6 - $268.88 $19.9K - $22.3K
1.3K $311K
LNC
Lincoln National Corp

Financial Services
11
+ 0.13%
$30.46 - $36.84 $335 - $405
8.25K $261K
ABC
Amerisourcebergen Corp

Healthcare
10
+ 0.79%
N/A
1.28K $237K
Linde PLC
41
+ 3.54%
N/A
1.2K $0
Grayscale Ethereum Trust ETF
400
+ 1.51%
N/A
26.9K $0
Hive Digital Technologies Lt
9.5K
+ 90.48%
N/A
20K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.71K
+ 200.16%
$27.54 - $83.04 $267K - $806K
14.6K $403K
AVGE
American Centy ETF Tr Avantis
1
+ 0.01%
N/A
8.02K $0
Liberty Media Corp Del
45
+ 1.15%
N/A
3.96K $0
Ishares Bitcoin Trust ETF
4
+ 0.06%
N/A
6.18K $0
TT
Trane Technologies PLC

Industrials
21
+ 3.41%
$369.35 - $419.14 $7.76K - $8.8K
637 $235K
PRU
Prudential Financial Inc

Financial Services
8
+ 0.32%
$114.59 - $129.52 $917 - $1.04K
2.52K $298K
WEC
Wec Energy Group, Inc.

Utilities
34
+ 0.84%
$92.94 - $101.82 $3.16K - $3.46K
4.08K $383K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.08%
$91.94 - $100.02 $184 - $200
2.58K $238K
CTVA
Corteva, Inc.

Basic Materials
91
+ 1.32%
$55.21 - $64.13 $5.02K - $5.84K
7K $398K
SNPS
Synopsys Inc

Technology
4
+ 0.81%
$485.36 - $588.0 $1.94K - $2.35K
498 $241K
UNH
Unitedhealth Group Inc

Healthcare
1.71K
+ 15.42%
$485.52 - $625.25 $831K - $1.07M
12.8K $6.48M
WWD
Woodward, Inc.

Industrials
3
+ 0.16%
$159.67 - $187.29 $479 - $562
1.94K $322K
PSX
Phillips 66

Energy
329
+ 11.49%
$110.35 - $138.93 $36.3K - $45.7K
3.19K $363K
COP
Conocophillips

Energy
104
+ 2.66%
$95.12 - $114.72 $9.89K - $11.9K
4.02K $398K
NVO
Novo Nordisk A S

Healthcare
569
+ 28.96%
$85.0 - $120.04 $48.4K - $68.3K
2.53K $217K
SCHV
Schwab Strategic Tr Us Large C

ETFs
14.9K
+ 199.97%
$25.79 - $80.4 $383K - $1.2M
22.3K $581K
ROP
Roper Technologies Inc

Industrials
12
+ 1.98%
$519.85 - $575.95 $6.24K - $6.91K
617 $320K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15
+ 0.79%
$131.66 - $144.0 $1.97K - $2.16K
1.91K $252K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
32
+ 0.16%
$51.54 - $52.55 $1.65K - $1.68K
19.9K $1.03M
ECL
Ecolab Inc.

Basic Materials
23
+ 1.92%
$234.32 - $261.43 $5.39K - $6.01K
1.22K $286K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
331
+ 1.05%
$77.02 - $78.58 $25.5K - $26K
31.7K $2.45M
NKE
Nike, Inc.

Consumer Cyclical
1.15K
+ 13.56%
$73.36 - $89.13 $84.2K - $102K
9.62K $727K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
96
+ 0.51%
$113.92 - $127.38 $10.9K - $12.2K
19.1K $2.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.4K
+ 101.93%
$18.41 - $40.87 $118K - $261K
12.7K $234K
TDG
Trans Digm Group Inc

Industrials
4
+ 2.02%
$1239.0 - $1442.53 $4.96K - $5.77K
202 $255K
URI
United Rentals, Inc.

Industrials
13
+ 3.53%
$704.44 - $880.32 $9.16K - $11.4K
381 $268K
MPC
Marathon Petroleum Corp

Energy
49
+ 2.9%
$131.65 - $174.84 $6.45K - $8.57K
1.74K $242K
RS
Reliance Steel & Aluminum CO

Basic Materials
9
+ 0.45%
$264.2 - $326.32 $2.38K - $2.94K
2.01K $540K
AFL
Aflac Inc

Financial Services
65
+ 1.16%
$100.37 - $115.27 $6.52K - $7.49K
5.67K $585K
TGT
Target Corp

Consumer Defensive
52
+ 2.2%
$121.59 - $160.69 $6.32K - $8.36K
2.42K $327K
KO
Coca Cola CO

Consumer Defensive
1.14K
+ 9.57%
$61.74 - $71.71 $70.4K - $81.7K
13K $812K
KLAC
Kla Corp

Technology
1
+ 0.31%
$614.46 - $829.55 $614 - $830
319 $201K
DHI
Horton D R Inc

Consumer Cyclical
273
+ 15.89%
$137.24 - $194.56 $37.5K - $53.1K
1.99K $278K
VTV
Vanguard Value ETF

ETFs
142
+ 0.96%
$168.32 - $181.87 $23.9K - $25.8K
14.9K $2.52M
GIS
General Mills Inc

Consumer Defensive
64
+ 0.91%
$62.78 - $74.62 $4.02K - $4.78K
7.12K $454K
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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