Plancorp, LLC Portfolio Holdings
Plancorp, LLC
- $2.44 Billion
- Q3 2024
Plancorp, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.44 Billion distributed in 315 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $364M, Dimensional ETF Tr U S Equity with a value of $309M, Dimensional ETF Tr Us Marketwi with a value of $270M, Vanguard Total Stock Market Et with a value of $137M, and Dimensional ETF Tr with a value of $112M.
Examining the 13F form we can see an increase of $138M in the current position value, from $2.3B to 2.44B.
Below you can find more details about Plancorp, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.44 Billion
ETFs: $1.97 Billion
Financial Services: $64.8 Million
Technology: $62.6 Million
Industrials: $55 Million
Healthcare: $42 Million
Basic Materials: $29.4 Million
Consumer Defensive: $28.1 Million
Communication Services: $18.1 Million
Other: $47.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 315
- Current Value $2.44 Billion
- Prior Value $2.3 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 38 stocks
- Additional Purchases 143 stocks
- Sold out of 0 stocks
- Reduced holdings in 90 stocks