Plancorp, LLC Reduced Holdings in Q3 2025

Plancorp, LLC

  • $3.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
-100
- 1.56%
$108.22 - $120.47 $10.8K - $12K
6.31K $700K
BNDX
Vanguard Total International B

ETFs
-185
- 1.1%
$49.0 - $49.51 $9.07K - $9.16K
16.7K $824K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-200
- 6.16%
$87.29 - $93.61 $17.5K - $18.7K
3.05K $284K
VOT
Vanguard Mid Cap Growth Index

ETFs
-120
- 3.68%
$282.75 - $294.19 $33.9K - $35.3K
3.14K $923K
CEG
Constellation Energy Corp

Utilities
-29
- 4.02%
$298.82 - $354.89 $8.67K - $10.3K
692 $227K
TJX
Tjx Companies Inc

Consumer Cyclical
-798
- 14.55%
$121.35 - $144.54 $96.8K - $115K
4.69K $677K
Lam Research Corp
-102
- 3.97%
N/A
2.47K $0
Liberty Media Corp Del
-501
- 10.99%
N/A
4.06K $0
Reddit Inc
-2.36K
- 18.81%
N/A
10.2K $0
Blackrock Inc
-63
- 19.09%
N/A
267 $0
Ge Healthcare Technologies I
-317
- 8.26%
N/A
3.52K $0
Linde PLC
-8
- 0.52%
N/A
1.53K $0
Ge Vernova Inc
-214
- 6.19%
N/A
3.24K $0
VBR
Vanguard Small Cap Value ETF

ETFs
-816
- 6.47%
$195.41 - $212.37 $159K - $173K
11.8K $2.46M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-24
- 2.3%
$301.44 - $365.84 $7.23K - $8.78K
1.02K $330K
DUK
Duke Energy Corp

Utilities
-10
- 0.53%
$116.31 - $125.93 $1.16K - $1.26K
1.87K $230K
SO
Southern CO

Utilities
-15
- 0.34%
$90.83 - $96.0 $1.36K - $1.44K
4.36K $412K
TRV
Travelers Companies, Inc.

Financial Services
-10
- 0.73%
$250.62 - $279.43 $2.51K - $2.79K
1.37K $381K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-553
- 3.47%
$62.09 - $66.51 $34.3K - $36.8K
15.4K $1.01M
ROK
Rockwell Automation, Inc

Industrials
-2
- 0.19%
$328.67 - $358.52 $657 - $717
1.04K $364K
CDNS
Cadence Design Systems Inc

Technology
-29
- 4.08%
$309.46 - $373.37 $8.97K - $10.8K
682 $239K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-21
- 2.39%
$534.91 - $598.71 $11.2K - $12.6K
859 $482K
BIIB
Biogen Inc.

Healthcare
-11
- 0.68%
$122.68 - $148.84 $1.35K - $1.64K
1.6K $223K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-141
- 11.87%
$171.01 - $228.24 $24.1K - $32.2K
1.05K $223K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-400
- 3.3%
$82.96 - $95.7 $33.2K - $38.3K
11.7K $1.05M
URI
United Rentals, Inc.

Industrials
-49
- 13.69%
$774.14 - $975.23 $37.9K - $47.8K
309 $294K
BP
Bp PLC

Energy
-781
- 6.75%
$30.25 - $35.69 $23.6K - $27.9K
10.8K $371K
MCK
Mckesson Corp

Healthcare
-19
- 1.92%
$659.01 - $772.54 $12.5K - $14.7K
971 $750K
MPC
Marathon Petroleum Corp

Energy
-227
- 8.63%
$158.59 - $198.69 $36K - $45.1K
2.4K $463K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-163
- 0.65%
$21.69 - $23.34 $3.54K - $3.8K
24.9K $580K
QCOM
Qualcomm Inc

Technology
-208
- 2.38%
$145.84 - $173.55 $30.3K - $36.1K
8.54K $1.42M
AFL
Aflac Inc

Financial Services
-43
- 0.74%
$98.09 - $111.7 $4.22K - $4.8K
5.75K $642K
XOM
Exxon Mobil Corp

Energy
-2.1K
- 3.86%
$105.83 - $117.22 $222K - $246K
52.2K $5.89M
WFC
Wells Fargo & Company

Financial Services
-260
- 1.72%
$77.05 - $85.16 $20K - $22.1K
14.8K $1.24M
C
Citigroup Inc

Financial Services
-103
- 3.21%
$85.57 - $103.49 $8.81K - $10.7K
3.11K $315K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-34
- 1.57%
$567.09 - $607.37 $19.3K - $20.7K
2.13K $1.27M
WEC
Wec Energy Group, Inc.

Utilities
-4
- 0.1%
$103.66 - $114.59 $415 - $458
4.16K $477K
BK
Bank Of New York Mellon Corp

Financial Services
-43
- 1.5%
$90.65 - $109.75 $3.9K - $4.72K
2.82K $307K
JPM
Jpmorgan Chase & CO

Financial Services
-724
- 6.69%
$282.78 - $316.06 $205K - $229K
10.1K $3.18M
KLAC
Kla Corp

Technology
-15
- 4.25%
$843.9 - $1078.6 $12.7K - $16.2K
338 $364K
AXP
American Express CO

Financial Services
-14
- 0.35%
$294.27 - $342.31 $4.12K - $4.79K
4.03K $1.34M
VT
Vanguard Total World Stk Index

ETFs
-2
- 0.04%
$128.41 - $138.03 $257 - $276
5.34K $735K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.15K
- 2.54%
$23.82 - $25.84 $27.4K - $29.7K
44.3K $1.14M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-70
- 0.49%
$39.06 - $43.42 $2.73K - $3.04K
14.2K $617K
GS
Goldman Sachs Group Inc

Financial Services
-26
- 2.87%
$696.56 - $806.32 $18.1K - $21K
880 $700K
HCA
Hca Healthcare, Inc.

Healthcare
-26
- 1.58%
$334.32 - $426.2 $8.69K - $11.1K
1.62K $688K
VGT
Vanguard Information Technolog

ETFs
-165
- 7.33%
$656.44 - $753.15 $108K - $124K
2.09K $1.56M
MO
Altria Group, Inc.

Consumer Defensive
-21
- 0.23%
$57.75 - $67.68 $1.21K - $1.42K
8.94K $590K
DHI
Horton D R Inc

Consumer Cyclical
-90
- 4.41%
$129.82 - $184.04 $11.7K - $16.6K
1.95K $330K
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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