Plancorp, LLC Purchases in Q4 2024

Plancorp, LLC

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
26K
+ 5.37%
$280.04 - $302.45 $7.28M - $7.86M
510K $148M
DFAU
Dimensional ETF Tr

ETFs
169K
+ 26.94%
$39.27 - $42.38 $6.62M - $7.15M
795K $32.2M
AAPL
Apple Inc.

Technology
3.13K
+ 2.79%
$221.69 - $259.02 $693K - $810K
115K $28.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.96K
+ 5.01%
$521.84 - $558.82 $1.54M - $1.65M
62K $33.4M
DFAI
Dimensional ETF Tr

ETFs
103K
+ 26.22%
$29.0 - $31.6 $2.99M - $3.26M
496K $14.5M
TSLA
Tesla, Inc.

Consumer Cyclical
394
+ 4.19%
$213.65 - $479.86 $84.2K - $189K
9.81K $3.96M
DFAE
Dimensional ETF Tr

ETFs
62.1K
+ 97.98%
$25.36 - $28.15 $1.57M - $1.75M
125K $3.18M
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 4.51%
$180.88 - $232.93 $240K - $309K
30.7K $6.75M
GOOGL
Alphabet Inc.

Communication Services
2.78K
+ 12.18%
$161.86 - $196.66 $449K - $546K
25.6K $4.84M
NVDA
Nvidia Corp

Technology
2.87K
+ 6.26%
$117.0 - $148.88 $336K - $428K
48.8K $6.55M
AVGO
Broadcom Inc.

Technology
1.43K
+ 21.14%
$159.67 - $250.0 $228K - $358K
8.19K $1.9M
GOOG
Alphabet Inc.

Communication Services
1.89K
+ 20.1%
$163.08 - $198.16 $308K - $374K
11.3K $2.15M
JPM
Jpmorgan Chase & CO

Financial Services
1.36K
+ 16.09%
$205.18 - $250.29 $279K - $341K
9.83K $2.36M
PLTR
Palantir Technologies Inc.

Technology
7.36K
New
$36.46 - $82.38 $268K - $606K
7.36K $556K
VXF
Vanguard Extended Market ETF

ETFs
961
+ 2.42%
$179.17 - $207.15 $172K - $199K
40.6K $7.71M
CRM
Salesforce, Inc.

Technology
537
+ 10.55%
$270.87 - $367.87 $145K - $198K
5.63K $1.88M
BAC
Bank Of America Corp

Financial Services
59
+ 0.06%
$39.22 - $47.77 $2.31K - $2.82K
97.9K $4.3M
V
Visa Inc.

Financial Services
525
+ 10.71%
$273.87 - $320.91 $144K - $168K
5.43K $1.71M
MSFT
Microsoft Corp

Technology
1.54K
+ 4.65%
$406.35 - $454.46 $624K - $698K
34.6K $14.6M
MSTR
Microstrategy Inc

Technology
220
+ 9.73%
$162.69 - $473.83 $35.8K - $104K
2.48K $718K
CBSH
Commerce Bancshares Inc

Financial Services
2.92K
+ 5.56%
$57.04 - $74.36 $167K - $217K
55.4K $3.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
943
+ 5.82%
$442.29 - $483.08 $417K - $456K
17.2K $7.77M
TRV
Travelers Companies, Inc.

Financial Services
1.24K
New
$225.97 - $266.66 $279K - $330K
1.24K $297K
MRK
Merck & Co., Inc.

Healthcare
5.95K
+ 27.3%
$96.31 - $114.76 $573K - $683K
27.7K $2.76M
WFC
Wells Fargo & Company

Financial Services
1.26K
+ 9.28%
$54.98 - $77.35 $69.5K - $97.8K
14.9K $1.05M
SBUX
Starbucks Corp

Consumer Cyclical
2.95K
New
$87.44 - $102.5 $258K - $302K
2.95K $268K
ABT
Abbott Laboratories

Healthcare
2.43K
+ 12.67%
$111.93 - $119.39 $272K - $290K
21.6K $2.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.29K
New
$172.07 - $207.36 $222K - $268K
1.29K $255K
AXP
American Express CO

Financial Services
565
+ 17.3%
$267.35 - $305.57 $151K - $173K
3.83K $1.14M
TXN
Texas Instruments Inc

Technology
1.26K
+ 43.74%
N/A
4.15K $807K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.53K
New
$96.64 - $101.23 $244K - $256K
2.53K $244K
AEE
Ameren Corp

Utilities
2.49K
+ 22.12%
$85.81 - $94.98 $213K - $236K
13.7K $1.22M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.73K
New
$41.17 - $43.34 $236K - $248K
5.73K $237K
COIN
Coinbase Global, Inc.

Technology
949
New
$163.17 - $343.62 $155K - $326K
949 $235K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.9K
New
$46.75 - $47.8 $229K - $234K
4.9K $229K
IXN
Ishares Global Information Tec

ETFs
2.69K
New
$80.67 - $87.84 $217K - $237K
2.69K $228K
GUNR
Flexshares Tr Morningstar Glob

ETFs
6.23K
New
$36.15 - $41.9 $225K - $261K
6.23K $226K
WM
Waste Management Inc

Industrials
1.12K
New
$201.79 - $228.46 $225K - $255K
1.12K $225K
DE
Deere & CO

Industrials
530
New
$389.45 - $466.0 $206K - $247K
530 $224K
ISRG
Intuitive Surgical Inc

Healthcare
430
New
$471.27 - $550.62 $203K - $237K
430 $224K
AMP
Ameriprise Financial Inc

Financial Services
421
New
$473.15 - $574.01 $199K - $242K
421 $224K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
945
New
$173.13 - $258.09 $164K - $244K
945 $218K
SCHW
Schwab Charles Corp

Financial Services
2.89K
New
$63.31 - $82.85 $183K - $240K
2.89K $214K
CSCO
Cisco Systems, Inc.

Technology
1.72K
+ 9.19%
$52.45 - $60.02 $90.2K - $103K
20.4K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
1.16K
+ 67.03%
N/A
2.88K $525K
CPRT
Copart Inc

Consumer Cyclical
3.57K
New
$51.36 - $63.8 $184K - $228K
3.57K $205K
CDNS
Cadence Design Systems Inc

Technology
680
New
$249.1 - $324.54 $169K - $221K
680 $204K
VV
Vanguard Large Cap ETF

ETFs
520
+ 9.15%
$260.27 - $280.65 $135K - $146K
6.2K $1.67M
TJX
Tjx Companies Inc

Consumer Cyclical
1.36K
+ 46.24%
$112.15 - $127.2 $152K - $173K
4.3K $518K
Activity Summary
Buys All Purchases 207 New Holdings 24 Increased Positions 183 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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