Plancorp, LLC Incresed Positions in Q1 2025

Plancorp, LLC

  • $2.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
272
+ 8.68%
N/A
3.41K $0
Liberty Media Corp Del
589
+ 14.86%
N/A
4.55K $0
Dimensional ETF Trust
3.77K
+ 86.41%
N/A
8.13K $0
Blackrock Inc
8
+ 3.24%
N/A
255 $0
Vanguard Malvern Fds
55
+ 1.97%
N/A
2.85K $0
American Centy ETF Tr
3.49K
+ 11.95%
N/A
32.7K $0
BRBR
Bellring Brands, Inc.

Consumer Defensive
18
+ 0.34%
$65.4 - $79.39 $1.18K - $1.43K
5.38K $400K
GLW
Corning Inc

Technology
241
+ 2.69%
$44.91 - $54.25 $10.8K - $13.1K
9.19K $420K
INTU
Intuit Inc

Technology
10
+ 1.12%
$555.63 - $630.23 $5.56K - $6.3K
899 $551K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
77
+ 8.15%
$203.38 - $274.79 $15.7K - $21.2K
1.02K $209K
TGT
Target Corp

Consumer Defensive
612
+ 25.29%
$103.65 - $142.5 $63.4K - $87.2K
3.03K $316K
AMP
Ameriprise Financial Inc

Financial Services
20
+ 4.75%
$472.29 - $575.13 $9.45K - $11.5K
441 $213K
PRU
Prudential Financial Inc

Financial Services
50
+ 1.99%
$105.04 - $122.33 $5.25K - $6.12K
2.57K $286K
TT
Trane Technologies PLC

Industrials
23
+ 3.61%
$332.0 - $400.86 $7.64K - $9.22K
660 $222K
IWR
Ishares Russell Mid Cap ETF

ETFs
18
+ 0.37%
$82.81 - $92.93 $1.49K - $1.67K
4.84K $411K
BIIB
Biogen Inc.

Healthcare
65
+ 4.27%
$133.43 - $153.27 $8.67K - $9.96K
1.59K $217K
MTB
M&T Bank Corp

Financial Services
21
+ 0.87%
$170.47 - $201.98 $3.58K - $4.24K
2.44K $435K
DHI
Horton D R Inc

Consumer Cyclical
39
+ 1.96%
$125.29 - $147.65 $4.89K - $5.76K
2.03K $258K
SNPS
Synopsys Inc

Technology
18
+ 3.61%
$428.58 - $551.54 $7.71K - $9.93K
516 $221K
VOT
Vanguard Mid Cap Growth Index

ETFs
30
+ 0.88%
$237.72 - $276.98 $7.13K - $8.31K
3.45K $842K
IVV
Ishares Core S&P 500 ETF

ETFs
170
+ 3.78%
$554.06 - $615.85 $94.2K - $105K
4.67K $2.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.7K
+ 8.89%
$102.49 - $119.96 $174K - $203K
20.8K $2.17M
ROK
Rockwell Automation, Inc

Industrials
5
+ 0.48%
$255.29 - $303.75 $1.28K - $1.52K
1.05K $272K
CAT
Caterpillar Inc

Industrials
145
+ 5.91%
$326.75 - $407.63 $47.4K - $59.1K
2.6K $857K
BX
Blackstone Inc.

Financial Services
148
+ 8.9%
$136.53 - $186.74 $20.2K - $27.6K
1.81K $253K
FELE
Franklin Electric CO Inc

Industrials
5
+ 0.05%
$93.38 - $106.03 $467 - $530
10K $942K
UPS
United Parcel Service Inc

Industrials
31
+ 1.3%
$109.66 - $136.26 $3.4K - $4.22K
2.42K $265K
PNC
Pnc Financial Services Group, Inc.

Financial Services
23
+ 0.95%
$168.84 - $202.89 $3.88K - $4.67K
2.45K $429K
MAR
Marriott International Inc

Consumer Cyclical
33
+ 2.76%
$237.01 - $304.45 $7.82K - $10K
1.23K $292K
RF
Regions Financial Corp

Financial Services
159
+ 0.63%
$20.84 - $24.77 $3.31K - $3.94K
25.5K $553K
SHOP
Shopify Inc.

Technology
75
+ 1.32%
$90.59 - $129.31 $6.79K - $9.7K
5.77K $550K
SRE
Sempra Energy

Utilities
29
+ 0.72%
$67.85 - $87.67 $1.97K - $2.54K
4.07K $290K
NOW
Service Now, Inc.

Technology
17
+ 5.52%
$783.83 - $1170.39 $13.3K - $19.9K
325 $258K
META
Meta Platforms, Inc.

Communication Services
122
+ 1.19%
$576.36 - $736.67 $70.3K - $89.9K
10.4K $5.98M
EPC
Edgewell Personal Care CO

Consumer Defensive
11
+ 0.03%
$28.59 - $34.44 $314 - $379
34.3K $1.07M
AVGO
Broadcom Inc.

Technology
2.6K
+ 31.71%
$167.43 - $244.7 $435K - $636K
10.8K $1.81M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2.09K
+ 2.39%
$5.29 - $10.87 $11.1K - $22.7K
89.7K $474K
VBR
Vanguard Small Cap Value ETF

ETFs
94
+ 0.74%
$183.02 - $207.75 $17.2K - $19.5K
12.7K $2.37M
USB
Us Bancorp \De\

Financial Services
260
+ 0.58%
$40.92 - $50.9 $10.6K - $13.2K
45.5K $1.92M
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.02%
$83.01 - $101.02 $415 - $505
27.8K $2.49M
GOOGL
Alphabet Inc.

Communication Services
2.01K
+ 7.85%
$154.33 - $206.19 $310K - $414K
27.6K $4.26M
MSFT
Microsoft Corp

Technology
2.41K
+ 6.97%
$375.39 - $447.2 $904K - $1.08M
37K $13.9M
NVDA
Nvidia Corp

Technology
3.53K
+ 7.23%
$106.98 - $149.43 $377K - $527K
52.3K $5.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
431
+ 0.7%
$507.05 - $563.67 $219K - $243K
62.4K $32.1M
TSLA
Tesla, Inc.

Consumer Cyclical
117
+ 1.19%
$222.15 - $428.22 $26K - $50.1K
9.92K $2.57M
AVUS
American Centy ETF Tr Avantis

ETFs
8.41K
+ 1.62%
$90.7 - $101.57 $763K - $854K
528K $48.8M
DFAU
Dimensional ETF Tr

ETFs
900
+ 0.11%
$37.84 - $42.29 $34.1K - $38.1K
796K $30.6M
AAPL
Apple Inc.

Technology
5.44K
+ 4.71%
$209.68 - $247.1 $1.14M - $1.34M
121K $26.8M
EMR
Emerson Electric CO

Industrials
9.23K
+ 2.83%
$108.64 - $131.17 $1M - $1.21M
336K $36.8M
Activity Summary
Buys All Purchases 255 New Holdings 54 Increased Positions 201 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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