Plancorp, LLC Reduced Holdings in Q2 2025

Plancorp, LLC

  • $2.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LNC
Lincoln National Corp

Financial Services
-2
- 0.02%
$28.95 - $37.27 $57.9 - $74.5
8.28K $286K
V
Visa Inc.

Financial Services
-112
- 1.72%
$308.27 - $373.31 $34.5K - $41.8K
6.41K $2.28M
ARCC
Ares Capital Corp

Financial Services
-167
- 1.47%
$18.91 - $22.43 $3.16K - $3.75K
11.2K $245K
VRT
Vertiv Holdings CO

Industrials
-55
- 1.04%
N/A
5.25K $454K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-190
- 0.95%
$51.68 - $52.76 $9.82K - $10K
19.7K $1.04M
MGV
Vanguard Mega Cap Value

ETFs
-48
- 2.13%
$114.87 - $131.25 $5.51K - $6.3K
2.2K $288K
Reddit Inc
-180
- 1.41%
N/A
12.5K $0
Ge Healthcare Technologies I
-4
- 0.1%
N/A
3.84K $0
Ea Series Trust
-241
- 1.89%
N/A
12.5K $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
-7
- 0.59%
$136.63 - $176.62 $956 - $1.24K
1.19K $200K
EARN
Ellington Residential Mortgage Reit

Real Estate
-110
- 0.73%
$4.54 - $5.77 $499 - $635
15K $86K
BMO
Bank Of Montreal

Financial Services
-216
- 9.78%
$87.54 - $110.63 $18.9K - $23.9K
1.99K $220K
IWD
Ishares Russell 1000 Val ETF

ETFs
-25
- 0.88%
$166.82 - $194.23 $4.17K - $4.86K
2.82K $547K
NKE
Nike, Inc.

Consumer Cyclical
-706
- 8.23%
$53.27 - $72.04 $37.6K - $50.9K
7.87K $559K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2
- 0.02%
$35.77 - $42.27 $71.5 - $84.5
8.6K $363K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-51
- 1.55%
$72.96 - $90.39 $3.72K - $4.61K
3.25K $290K
DIS
Walt Disney CO

Communication Services
-1.48K
- 18.13%
$81.72 - $124.01 $121K - $183K
6.67K $827K
MMM
3 M CO

Industrials
-9
- 0.18%
$126.09 - $154.15 $1.13K - $1.39K
5.1K $776K
RTX
Raytheon Technologies Corp

Industrials
-304
- 5.64%
$113.75 - $148.48 $34.6K - $45.1K
5.09K $742K
CARR
Carrier Global Corp

Industrials
-13
- 0.4%
$55.55 - $75.83 $722 - $986
3.21K $235K
IWR
Ishares Russell Mid Cap ETF

ETFs
-4
- 0.08%
$74.88 - $91.97 $300 - $368
4.83K $444K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-486
- 3.29%
$30.87 - $39.17 $15K - $19K
14.3K $559K
AXP
American Express CO

Financial Services
-574
- 12.44%
$231.39 - $318.98 $133K - $183K
4.04K $1.29M
GLW
Corning Inc

Technology
-200
- 2.18%
$39.07 - $52.59 $7.81K - $10.5K
8.99K $472K
EFG
Msci Eafe Growth ETF

ETFs
-23
- 0.5%
$89.8 - $112.0 $2.07K - $2.58K
4.57K $511K
MCK
Mckesson Corp

Healthcare
-8
- 0.8%
$652.83 - $732.78 $5.22K - $5.86K
990 $725K
TT
Trane Technologies PLC

Industrials
-27
- 4.09%
$315.21 - $437.41 $8.51K - $11.8K
633 $276K
RIOT
Riot Blockchain, Inc.

Technology
-34
- 0.25%
$6.29 - $11.3 $214 - $384
13.3K $150K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-3
- 0.15%
$224.16 - $285.86 $672 - $858
1.95K $558K
IWM
Ishares Russell 2000 ETF

ETFs
-62
- 1.23%
$174.82 - $215.79 $10.8K - $13.4K
5K $1.08M
MU
Micron Technology Inc

Technology
-151
- 6.23%
$64.72 - $127.91 $9.77K - $19.3K
2.27K $280K
EFV
Msci Eafe Value ETF

ETFs
-18.2K
- 6.74%
$52.4 - $64.65 $956K - $1.18M
252K $16M
ROK
Rockwell Automation, Inc

Industrials
-9
- 0.85%
$218.97 - $332.17 $1.97K - $2.99K
1.05K $347K
EFSC
Enterprise Financial Services Corp

Financial Services
-991
- 1.02%
$46.2 - $55.78 $45.8K - $55.3K
96.5K $5.32M
VOT
Vanguard Mid Cap Growth Index

ETFs
-181
- 5.25%
$216.28 - $284.39 $39.1K - $51.5K
3.26K $928K
SF
Stifel Financial Corp

Financial Services
-8
- 0.09%
$76.49 - $103.78 $612 - $830
9.19K $953K
VBR
Vanguard Small Cap Value ETF

ETFs
-121
- 0.95%
$162.76 - $195.77 $19.7K - $23.7K
12.6K $2.46M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.22K
- 5.79%
$73.02 - $90.22 $162K - $201K
36.2K $3.23M
WFC
Wells Fargo & Company

Financial Services
-248
- 1.62%
$60.98 - $80.12 $15.1K - $19.9K
15.1K $1.21M
VO
Vanguard Mid Cap ETF

ETFs
-129
- 1.82%
$228.54 - $279.83 $29.5K - $36.1K
6.95K $1.94M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-861
- 6.89%
$272.36 - $339.57 $235K - $292K
11.6K $3.95M
WWD
Woodward, Inc.

Industrials
-2
- 0.1%
$157.29 - $247.55 $315 - $495
1.96K $480K
CSCO
Cisco Systems, Inc.

Technology
-615
- 2.45%
$53.19 - $69.38 $32.7K - $42.7K
24.5K $1.7M
AMD
Advanced Micro Devices Inc

Technology
-145
- 3.01%
$78.21 - $143.81 $11.3K - $20.9K
4.67K $662K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-48
- 0.39%
$60.61 - $87.72 $2.91K - $4.21K
12.1K $1.03M
IVV
Ishares Core S&P 500 ETF

ETFs
-52
- 1.11%
$498.8 - $620.9 $25.9K - $32.3K
4.62K $2.87M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.04K
- 10.48%
$221.86 - $362.89 $231K - $377K
8.88K $2.82M
BA
Boeing CO

Industrials
-181
- 1.73%
$136.59 - $217.51 $24.7K - $39.4K
10.3K $2.15M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-14.8K
- 4.36%
$26.69 - $33.44 $395K - $495K
325K $10.7M
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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