Plancorp, LLC Incresed Positions in Q2 2025

Plancorp, LLC

  • $2.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
86
+ 2.73%
$69.06 - $91.24 $5.94K - $7.85K
3.24K $295K
RF
Regions Financial Corp

Financial Services
71
+ 0.28%
$18.34 - $23.52 $1.3K - $1.67K
25.5K $600K
TXN
Texas Instruments Inc

Technology
236
+ 6.28%
N/A
3.99K $776K
APD
Air Products & Chemicals, Inc.

Basic Materials
211
+ 19.48%
$248.61 - $294.96 $52.5K - $62.2K
1.29K $364K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.33%
$211.12 - $274.14 $844 - $1.1K
1.23K $336K
ITW
Illinois Tool Works Inc

Industrials
167
+ 14.12%
$218.41 - $252.43 $36.5K - $42.2K
1.35K $333K
MTB
M&T Bank Corp

Financial Services
16
+ 0.66%
$156.58 - $193.99 $2.51K - $3.1K
2.45K $475K
FAST
Fastenal CO

Industrials
5.25K
+ 102.0%
$40.65 - $83.16 $214K - $437K
10.4K $437K
PSX
Phillips 66

Energy
413
+ 13.35%
$92.87 - $125.73 $38.4K - $51.9K
3.51K $418K
NSC
Norfolk Southern Corp

Industrials
22
+ 1.37%
$206.34 - $257.46 $4.54K - $5.66K
1.63K $417K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.1%
$114.78 - $133.31 $918 - $1.07K
7.89K $1.05M
SO
Southern CO

Utilities
374
+ 9.36%
$84.91 - $92.56 $31.8K - $34.6K
4.37K $401K
F
Ford Motor CO

Consumer Cyclical
1.98K
+ 13.08%
$8.69 - $10.85 $17.2K - $21.4K
17.1K $185K
PNC
Pnc Financial Services Group, Inc.

Financial Services
31
+ 1.27%
$149.76 - $186.42 $4.64K - $5.78K
2.48K $461K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8
+ 0.05%
$22.92 - $28.05 $183 - $224
17.1K $479K
BSX
Boston Scientific Corp

Healthcare
79
+ 2.59%
$89.7 - $107.41 $7.09K - $8.49K
3.13K $335K
AMP
Ameriprise Financial Inc

Financial Services
11
+ 2.49%
$422.19 - $533.73 $4.64K - $5.87K
452 $241K
FTNT
Fortinet, Inc.

Technology
50
+ 2.18%
$84.71 - $108.69 $4.24K - $5.43K
2.34K $247K
VTWV
Vanguard Russell 2000 Value Et

ETFs
2
+ 0.05%
$116.09 - $139.09 $232 - $278
4.32K $600K
ISRG
Intuitive Surgical Inc

Healthcare
4
+ 0.84%
$451.58 - $565.94 $1.81K - $2.26K
483 $262K
DUHP
Dimensional ETF Tr Dimensional

ETFs
34
+ 0.33%
$29.36 - $35.56 $998 - $1.21K
10.2K $363K
LMT
Lockheed Martin Corp

Industrials
23
+ 2.59%
$430.82 - $486.45 $9.91K - $11.2K
912 $422K
BK
Bank Of New York Mellon Corp

Financial Services
45
+ 1.6%
$73.31 - $91.62 $3.3K - $4.12K
2.86K $260K
BX
Blackstone Inc.

Financial Services
46
+ 2.54%
$120.07 - $151.11 $5.52K - $6.95K
1.86K $277K
KMI
Kinder Morgan, Inc.

Energy
234
+ 1.31%
$25.21 - $29.4 $5.9K - $6.88K
18.1K $532K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.41%
$376.48 - $440.65 $1.51K - $1.76K
985 $434K
SRE
Sempra Energy

Utilities
54
+ 1.33%
$63.78 - $78.91 $3.44K - $4.26K
4.12K $312K
WM
Waste Management Inc

Industrials
112
+ 7.12%
$216.47 - $242.1 $24.2K - $27.1K
1.68K $385K
BNDX
Vanguard Total International B

ETFs
103
+ 0.62%
$48.77 - $49.55 $5.02K - $5.1K
16.8K $833K
NAK
Northern Dynasty Minerals LTD

Basic Materials
3.77K
+ 11.25%
$0.8 - $1.55 $3.01K - $5.84K
37.2K $49K
BTBT
Bit Digital, Inc

Financial Services
4K
+ 34.78%
$1.73 - $2.69 $6.92K - $10.8K
15.5K $33K
TRV
Travelers Companies, Inc.

Financial Services
17
+ 1.25%
$233.83 - $276.34 $3.98K - $4.7K
1.38K $368K
ROP
Roper Technologies Inc

Industrials
39
+ 7.09%
$519.19 - $590.78 $20.2K - $23K
589 $333K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
141
+ 1.2%
$41.1 - $42.37 $5.8K - $5.97K
11.9K $504K
DHI
Horton D R Inc

Consumer Cyclical
11
+ 0.54%
$115.1 - $129.63 $1.27K - $1.43K
2.04K $263K
MDLZ
Mondelez International, Inc.

Consumer Defensive
109
+ 1.02%
$63.54 - $68.5 $6.93K - $7.47K
10.8K $728K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
14
+ 0.73%
$121.58 - $136.74 $1.7K - $1.91K
1.94K $262K
UNM
Unum Group

Financial Services
69
+ 1.17%
$70.48 - $82.91 $4.86K - $5.72K
5.98K $482K
Liberty Media Corp Del
5
+ 0.11%
N/A
4.56K $0
Dimensional ETF Trust
12.4K
+ 34.63%
N/A
48.2K $0
Ishares Bitcoin Trust ETF
2.29K
+ 35.91%
N/A
8.68K $0
American Centy ETF Tr
1.2K
+ 9.25%
N/A
14.2K $0
Linde PLC
21
+ 1.39%
N/A
1.53K $0
AVGE
American Centy ETF Tr Avantis
1.16K
+ 14.44%
N/A
9.19K $0
American Centy ETF Tr
1K
+ 7.77%
N/A
13.9K $0
American Centy ETF Tr
1.51K
+ 4.61%
N/A
34.2K $0
American Centy ETF Tr
1.06K
+ 22.32%
N/A
5.81K $0
Hive Digital Technologies Lt
12.5K
+ 55.56%
N/A
35K $0
Ge Vernova Inc
52
+ 1.53%
N/A
3.46K $0
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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