Plancorp, LLC Portfolio Holdings
Plancorp, LLC
- $2.51 Billion
- Q1 2025
Plancorp, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.51 Billion distributed in 361 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 $349M, Dimensional ETF Tr U S Equity with a value of $285M, Dimensional ETF Tr Us Marketwi with a value of $261M, Vanguard Total Stock Market Et with a value of $163M, and Dimensional ETF Tr with a value of $115M.
Examining the 13F form we can see an increase of $85.7M in the current position value, from $2.42B to 2.51B.
Below you can find more details about Plancorp, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.51 Billion
ETFs: $2.01 Billion
Financial Services: $75 Million
Technology: $65.8 Million
Industrials: $56.9 Million
Healthcare: $43.5 Million
Basic Materials: $34.1 Million
Consumer Defensive: $30 Million
Consumer Cyclical: $22.3 Million
Other: $50.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 361
- Current Value $2.51 Billion
- Prior Value $2.42 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 54 stocks
- Additional Purchases 201 stocks
- Sold out of 0 stocks
- Reduced holdings in 58 stocks