Plancorp, LLC Incresed Positions in Q2 2025

Plancorp, LLC

  • $2.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
5
+ 0.06%
N/A
8.14K $0
AVIE
American Centy ETF Tr Avantis
400
+ 1.9%
N/A
21.4K $0
Blackrock Inc
75
+ 29.41%
N/A
330 $0
Dimensional ETF Trust
76.1K
+ 167.2%
N/A
122K $0
MO
Altria Group, Inc.

Consumer Defensive
200
+ 2.28%
$55.56 - $60.91 $11.1K - $12.2K
8.96K $525K
GILD
Gilead Sciences, Inc.

Healthcare
61
+ 0.96%
$96.91 - $113.0 $5.91K - $6.89K
6.41K $710K
CBSH
Commerce Bancshares Inc

Financial Services
2
+ 0.0%
$55.42 - $65.63 $111 - $131
52K $3.23M
DUK
Duke Energy Corp

Utilities
19
+ 1.02%
$112.46 - $124.05 $2.14K - $2.36K
1.88K $221K
PRU
Prudential Financial Inc

Financial Services
14
+ 0.55%
$95.12 - $112.71 $1.33K - $1.58K
2.58K $277K
PGR
Progressive Corp

Financial Services
50
+ 2.86%
$255.27 - $288.74 $12.8K - $14.4K
1.8K $480K
WEC
Wec Energy Group, Inc.

Utilities
15
+ 0.36%
$102.24 - $109.76 $1.53K - $1.65K
4.17K $434K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
14
+ 1.46%
$212.1 - $244.27 $2.97K - $3.42K
971 $212K
AFL
Aflac Inc

Financial Services
19
+ 0.33%
$99.77 - $112.45 $1.9K - $2.14K
5.79K $610K
EPD
Enterprise Products Partners L.P.

Energy
37
+ 0.33%
$28.95 - $34.22 $1.07K - $1.27K
11.2K $348K
BP
Bp PLC

Energy
12
+ 0.1%
$26.11 - $33.81 $313 - $406
11.6K $346K
MCD
Mcdonalds Corp

Consumer Cyclical
545
+ 5.09%
$285.55 - $321.23 $156K - $175K
11.2K $3.29M
AEE
Ameren Corp

Utilities
14
+ 0.1%
$94.23 - $101.68 $1.32K - $1.42K
14.4K $1.38M
CNC
Centene Corp

Healthcare
246
+ 2.01%
$53.4 - $64.29 $13.1K - $15.8K
12.5K $676K
ELV
Elevance Health, Inc.

Healthcare
21
+ 1.33%
$372.27 - $452.69 $7.82K - $9.51K
1.6K $620K
AMGN
Amgen Inc

Healthcare
84
+ 2.73%
$262.28 - $309.85 $22K - $26K
3.16K $881K
AVMU
American Centy ETF Travantis C

ETFs
600
+ 0.42%
$43.44 - $45.67 $26.1K - $27.4K
145K $6.48M
BRBR
Bellring Brands, Inc.

Consumer Defensive
5
+ 0.09%
$57.26 - $78.92 $286 - $395
5.38K $311K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
18.3K
+ 1399.0%
$87.84 - $1441.89 $1.6M - $26.3M
19.6K $1.76M
JNJ
Johnson & Johnson

Healthcare
430
+ 2.56%
$146.36 - $159.82 $62.9K - $68.7K
17.2K $2.63M
VNQ
Vanguard Specialized Funds Van

ETFs
332
+ 0.27%
$79.79 - $91.42 $26.5K - $30.4K
125K $11.1M
HMY
Harmony Gold Mining CO LTD

Basic Materials
13.7K
+ 2.93%
$12.96 - $17.99 $177K - $246K
482K $6.73M
POST
Post Holdings, Inc.

Consumer Defensive
1
+ 0.0%
$107.47 - $118.46 $107 - $118
31.2K $3.4M
CVX
Chevron Corp

Energy
5
+ 0.04%
$133.73 - $168.51 $669 - $843
11.4K $1.64M
ENR
Energizer Holdings, Inc.

Industrials
4
+ 0.01%
$19.83 - $29.97 $79.3 - $120
35.4K $712K
ABBV
Abb Vie Inc.

Healthcare
340
+ 1.91%
$170.16 - $206.27 $57.9K - $70.1K
18.1K $3.36M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
825
+ 0.31%
$24.32 - $27.87 $20.1K - $23K
270K $7.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
624
+ 3.5%
$483.48 - $539.8 $302K - $337K
18.5K $8.96M
LLY
Eli Lilly & CO

Healthcare
10
+ 0.08%
$713.71 - $898.95 $7.14K - $8.99K
12.8K $10M
AAPL
Apple Inc.

Technology
4.94K
+ 4.09%
$172.42 - $223.89 $852K - $1.11M
126K $25.8M
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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