Plancorp, LLC Reduced Holdings in Q3 2025

Plancorp, LLC

  • $3.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-7.28K
- 7.01%
$44.92 - $52.42 $327K - $382K
96.5K $4.98M
MCD
Mcdonalds Corp

Consumer Cyclical
-197
- 1.75%
$291.67 - $316.99 $57.5K - $62.4K
11K $3.36M
ENR
Energizer Holdings, Inc.

Industrials
-3.49K
- 9.88%
$21.07 - $29.86 $73.6K - $104K
31.9K $793K
SLV
I Shares Silver Trust

ETFs
-200
- 2.1%
$32.73 - $42.5 $6.55K - $8.5K
9.34K $395K
GLW
Corning Inc

Technology
-2.2K
- 24.5%
$51.6 - $82.03 $114K - $181K
6.79K $556K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-445
- 7.09%
$420.11 - $472.68 $187K - $210K
5.84K $2.73M
UNP
Union Pacific Corp

Industrials
-6
- 0.04%
$214.91 - $237.16 $1.29K - $1.42K
14.3K $3.39M
RIOT
Riot Blockchain, Inc.

Technology
-119
- 0.89%
$11.03 - $19.78 $1.31K - $2.35K
13.2K $251K
IWM
Ishares Russell 2000 ETF

ETFs
-97
- 1.94%
$214.92 - $244.84 $20.8K - $23.7K
4.9K $1.19M
USB
Us Bancorp \De\

Financial Services
-836
- 1.67%
$43.94 - $50.41 $36.7K - $42.1K
49.3K $2.38M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-141
- 0.39%
$87.05 - $93.19 $12.3K - $13.1K
36K $3.35M
PEP
Pepsico Inc

Consumer Defensive
-282
- 1.18%
$133.81 - $152.16 $37.7K - $42.9K
23.6K $3.32M
RGLD
Royal Gold Inc

Basic Materials
-2
- 0.02%
$151.42 - $200.58 $303 - $401
8.09K $1.62M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-321
- 2.76%
$339.37 - $366.46 $109K - $118K
11.3K $4.14M
VUG
Vanguard Growth ETF

ETFs
-371
- 4.19%
$433.97 - $484.08 $161K - $180K
8.48K $4.06M
HD
Home Depot, Inc.

Consumer Cyclical
-85
- 1.45%
$357.4 - $423.42 $30.4K - $36K
5.79K $2.35M
VB
Vanguard Small Cap ETF

ETFs
-502
- 2.59%
$237.58 - $259.17 $119K - $130K
18.9K $4.81M
CAT
Caterpillar Inc

Industrials
-26
- 0.93%
$390.92 - $477.15 $10.2K - $12.4K
2.76K $1.32M
PLTR
Palantir Technologies Inc.

Technology
-641
- 8.05%
$130.68 - $186.97 $83.8K - $120K
7.32K $1.33M
GE
General Electric CO

Industrials
-843
- 7.01%
$244.75 - $305.63 $206K - $258K
11.2K $3.37M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-388
- 1.98%
$89.32 - $107.82 $34.7K - $41.8K
19.2K $2.07M
JNJ
Johnson & Johnson

Healthcare
-1.39K
- 8.05%
$155.17 - $185.42 $215K - $257K
15.8K $2.94M
ORCL
Oracle Corp

Technology
-1.15K
- 9.88%
$218.96 - $328.33 $252K - $378K
10.5K $2.96M
AVGO
Broadcom Inc.

Technology
-694
- 5.85%
$264.74 - $369.57 $184K - $256K
11.2K $3.69M
PLD
Prologis, Inc.

Real Estate
-352
- 0.69%
$104.08 - $115.35 $36.6K - $40.6K
50.9K $5.83M
IEFA
Ishares Tr

ETFs
-35
- 0.03%
$81.7 - $87.53 $2.86K - $3.06K
125K $10.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.9K
- 2.4%
$134.94 - $145.86 $256K - $276K
76.9K $11.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.23K
- 13.87%
$293.94 - $444.72 $362K - $548K
7.65K $3.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-387
- 2.23%
$617.65 - $666.84 $239K - $258K
17K $11.3M
ABBV
Abb Vie Inc.

Healthcare
-853
- 4.71%
$184.85 - $231.54 $158K - $198K
17.3K $3.99M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-3.17K
- 0.98%
$32.53 - $35.69 $103K - $113K
321K $11.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.06K
- 3.13%
$135.0 - $146.02 $549K - $593K
126K $18.3M
VV
Vanguard Large Cap ETF

ETFs
-33
- 0.08%
$285.05 - $309.14 $9.41K - $10.2K
39.3K $12.1M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-145
- 0.36%
$86.72 - $111.84 $12.6K - $16.2K
40.6K $4.54M
NVDA
Nvidia Corp

Technology
-2.17K
- 4.35%
$153.3 - $186.58 $332K - $404K
47.7K $8.89M
AVEM
American Centy ETF Tr Avantis

ETFs
-2.45K
- 1.22%
$68.33 - $75.41 $168K - $185K
199K $14.9M
FNV
Franco Nevada Corp

Basic Materials
-80
- 0.37%
$154.4 - $222.91 $12.4K - $17.8K
21.3K $4.74M
GOOGL
Alphabet Inc.

Communication Services
-2.01K
- 6.39%
$174.36 - $254.72 $350K - $512K
29.4K $7.15M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-571
- 0.14%
$72.04 - $77.35 $41.1K - $44.2K
414K $31.7M
DFAU
Dimensional ETF Tr

ETFs
-1.48K
- 0.19%
$42.42 - $45.96 $63K - $68.2K
795K $36.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
-55.1K
- 3.59%
$53.36 - $59.69 $2.94M - $3.29M
1.48M $86.2M
AEM
Agnico Eagle Mines LTD

Basic Materials
-733
- 1.05%
$116.14 - $168.56 $85.1K - $124K
69.4K $11.7M
AVUS
American Centy ETF Tr Avantis

ETFs
-6.51K
- 1.23%
$101.2 - $109.16 $658K - $710K
524K $56.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-40.8K
- 2.99%
$63.41 - $69.69 $2.59M - $2.84M
1.33M $90.7M
AVDE
American Centy ETF Tr Avantis

ETFs
-7.12K
- 0.81%
$73.24 - $79.04 $522K - $563K
873K $68.9M
AAPL
Apple Inc.

Technology
-6.56K
- 5.22%
$202.38 - $256.87 $1.33M - $1.69M
119K $30.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-170K
- 2.82%
$41.91 - $44.87 $7.11M - $7.61M
5.84M $261M
DFAX
Dimensional ETF Tr
-35.8K
- 0.88%
$29.25 - $31.56 $1.05M - $1.13M
4.05M $127M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-22.9K
- 0.5%
$67.01 - $72.84 $1.53M - $1.67M
4.57M $331M
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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