Plancorp, LLC Reduced Holdings in Q3 2025

Plancorp, LLC

  • $3.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-35.7K
- 68.07%
$100.37 - $100.74 $3.58M - $3.6M
16.8K $1.69M
LLY
Eli Lilly & CO

Healthcare
-1.29K
- 10.03%
$625.65 - $812.69 $805K - $1.05M
11.5K $8.81M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-44.2K
- 55.33%
$28.92 - $32.19 $1.28M - $1.42M
35.7K $1.14M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.78K
- 38.57%
$620.67 - $670.08 $1.11M - $1.19M
2.84K $1.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.17K
- 24.36%
$546.99 - $602.2 $1.19M - $1.31M
6.73K $4.04M
COST
Costco Wholesale Corp

Consumer Defensive
-655
- 22.72%
$915.95 - $994.57 $600K - $651K
2.23K $2.06M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-38.9K
- 29.21%
$24.46 - $26.5 $951K - $1.03M
94.2K $2.48M
META
Meta Platforms, Inc.

Communication Services
-779
- 7.42%
$695.21 - $791.73 $542K - $617K
9.71K $7.13M
VONV
Vanguard Russell 1000 Value Et

ETFs
-6.87K
- 69.44%
$84.55 - $89.54 $581K - $615K
3.02K $270K
WMT
Walmart Inc.

Consumer Defensive
-8.21K
- 12.82%
$94.4 - $104.27 $775K - $856K
55.9K $5.76M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-18K
- 43.78%
$27.61 - $29.15 $497K - $525K
23.1K $673K
MSFT
Microsoft Corp

Technology
-2.39K
- 6.27%
$491.09 - $535.64 $1.17M - $1.28M
35.7K $18.5M
V
Visa Inc.

Financial Services
-1.07K
- 16.7%
$332.09 - $358.86 $355K - $384K
5.34K $1.82M
PG
Procter & Gamble CO

Consumer Defensive
-1.48K
- 4.18%
$150.47 - $161.22 $222K - $238K
33.9K $5.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.78K
- 4.15%
$211.65 - $238.24 $377K - $424K
41.1K $9.02M
SUB
Ishares Short Term National Mu

ETFs
-3.63K
- 21.67%
$106.17 - $107.3 $385K - $389K
13.1K $1.4M
CMCSA
Comcast Corp

Communication Services
-5.17K
- 11.03%
$31.41 - $36.33 $162K - $188K
41.7K $1.31M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.28K
- 65.34%
$284.45 - $324.95 $363K - $415K
677 $216K
VTV
Vanguard Value ETF

ETFs
-2.39K
- 15.32%
$175.51 - $186.57 $420K - $447K
13.2K $2.47M
NFLX
Netflix Inc

Communication Services
-80
- 6.26%
$1147.87 - $1297.18 $91.8K - $104K
1.2K $1.44M
CNC
Centene Corp

Healthcare
-578
- 4.64%
$25.21 - $56.65 $14.6K - $32.7K
11.9K $424K
BA
Boeing CO

Industrials
-1.45K
- 14.06%
$209.79 - $237.38 $303K - $343K
8.83K $1.91M
KO
Coca Cola CO

Consumer Defensive
-2.18K
- 12.27%
$65.67 - $71.67 $143K - $156K
15.6K $1.03M
VZ
Verizon Communications Inc

Communication Services
-5.35K
- 24.71%
$40.84 - $45.06 $218K - $241K
16.3K $716K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-26.6K
- 13.18%
$25.29 - $28.33 $674K - $755K
175K $4.9M
MA
Mastercard Inc

Financial Services
-439
- 8.72%
$550.18 - $598.96 $242K - $263K
4.6K $2.62M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.19K
- 42.09%
$192.76 - $203.86 $229K - $242K
1.63K $332K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-1.81K
- 41.94%
$138.45 - $158.63 $251K - $287K
2.51K $390K
ADP
Automatic Data Processing Inc

Industrials
-472
- 9.89%
$288.69 - $310.94 $136K - $147K
4.3K $1.26M
UNH
Unitedhealth Group Inc

Healthcare
-1.75K
- 14.67%
$237.77 - $353.61 $415K - $617K
10.2K $3.5M
MSTR
Microstrategy Inc

Technology
-1
- 0.04%
$300.7 - $455.9 $301 - $456
2.48K $798K
PM
Philip Morris International Inc.

Consumer Defensive
-233
- 2.89%
$157.77 - $183.27 $36.8K - $42.7K
7.82K $1.27M
DIS
Walt Disney CO

Communication Services
-1.11K
- 16.7%
$112.25 - $124.0 $125K - $138K
5.56K $636K
CB
Chubb LTD

Financial Services
-575
- 20.52%
$265.99 - $289.59 $153K - $167K
2.23K $628K
EPC
Edgewell Personal Care CO

Consumer Defensive
-3.51K
- 10.23%
$19.42 - $27.1 $68.2K - $95.2K
30.8K $627K
CSCO
Cisco Systems, Inc.

Technology
-2.21K
- 9.02%
$66.2 - $71.79 $146K - $159K
22.3K $1.52M
SYK
Stryker Corp

Healthcare
-366
- 29.8%
$368.57 - $403.53 $135K - $148K
862 $318K
POST
Post Holdings, Inc.

Consumer Defensive
-775
- 2.49%
$102.36 - $114.04 $79.3K - $88.4K
30.4K $3.27M
INTU
Intuit Inc

Technology
-14
- 1.39%
$646.03 - $807.39 $9.04K - $11.3K
994 $678K
CL
Colgate Palmolive CO

Consumer Defensive
-94
- 0.97%
$79.36 - $93.33 $7.46K - $8.77K
9.57K $764K
ABT
Abbott Laboratories

Healthcare
-482
- 2.23%
$120.51 - $136.62 $58.1K - $65.9K
21.2K $2.84M
CI
Cigna Corp

Healthcare
-98
- 5.14%
$262.23 - $334.39 $25.7K - $32.8K
1.81K $521K
IWP
Ishares Russell Mid Cap Growth

ETFs
-928
- 13.63%
$137.51 - $145.26 $128K - $135K
5.88K $837K
AMT
American Tower Corp

Real Estate
-334
- 23.36%
$192.32 - $232.35 $64.2K - $77.6K
1.1K $210K
T
At&T Inc.

Communication Services
-2.43K
- 5.29%
$26.94 - $29.62 $65.3K - $71.8K
43.4K $1.23M
IBM
International Business Machines Corp

Technology
-2
- 0.03%
$234.77 - $292.47 $470 - $585
7.28K $2.05M
RS
Reliance Steel & Aluminum CO

Basic Materials
-23
- 0.88%
$277.33 - $343.66 $6.38K - $7.9K
2.59K $726K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-790
- 4.28%
$459.11 - $506.91 $363K - $400K
17.7K $8.88M
ROP
Roper Technologies Inc

Industrials
-83
- 14.09%
$495.03 - $573.0 $41.1K - $47.6K
506 $252K
Activity Summary
Buys All Purchases 115 New Holdings 28 Increased Positions 87 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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