Plancorp, LLC Purchases in Q3 2025

Plancorp, LLC

  • $3.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
164
+ 3.22%
$144.19 - $167.33 $23.6K - $27.4K
5.25K $878K
PFE
Pfizer Inc

Healthcare
365
+ 0.36%
$23.29 - $25.88 $8.5K - $9.45K
102K $2.59M
VO
Vanguard Mid Cap ETF

ETFs
128
+ 1.84%
$279.83 - $293.74 $35.8K - $37.6K
7.08K $2.08M
UEC
Uranium Energy Corp

Energy
10K
New
$5.92 - $13.89 $59.2K - $139K
10K $133K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.04%
$224.68 - $282.71 $225 - $283
2.45K $685K
HL
Hecla Mining CO

Basic Materials
10K
New
$5.59 - $12.1 $55.9K - $121K
10K $121K
NEE
Nextera Energy Inc

Utilities
203
+ 1.26%
$69.77 - $77.54 $14.2K - $15.7K
16.3K $1.23M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
7K
+ 41.65%
$14.44 - $15.44 $101K - $108K
23.8K $360K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
95
+ 0.72%
$68.27 - $75.58 $6.49K - $7.18K
13.2K $982K
SF
Stifel Financial Corp

Financial Services
13
+ 0.14%
$105.26 - $116.4 $1.37K - $1.51K
9.21K $1.04M
RF
Regions Financial Corp

Financial Services
128
+ 0.5%
$24.03 - $27.41 $3.08K - $3.51K
25.7K $676K
AMAT
Applied Materials Inc

Technology
34
+ 1.17%
$156.25 - $204.95 $5.31K - $6.97K
2.93K $600K
SRE
Sempra Energy

Utilities
62
+ 1.5%
$74.14 - $89.98 $4.6K - $5.58K
4.19K $376K
GLD
Spdr Gold Trust

ETFs
57
+ 6.71%
$300.96 - $355.47 $17.2K - $20.3K
907 $322K
MS
Morgan Stanley

Financial Services
56
+ 2.0%
$139.09 - $161.16 $7.79K - $9.02K
2.86K $454K
ETN
Eaton Corp PLC

Industrials
64
+ 3.77%
$342.99 - $392.76 $22K - $25.1K
1.76K $658K
NOC
Northrop Grumman Corp

Industrials
7
+ 1.66%
$498.9 - $609.32 $3.49K - $4.27K
429 $261K
PRF
Invesco Exchange Traded Fd Tr

ETFs
565
+ 6.57%
$42.04 - $45.23 $23.8K - $25.6K
9.17K $414K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
536
+ 5.23%
$30.13 - $33.37 $16.1K - $17.9K
10.8K $359K
BDX
Becton Dickinson & CO

Healthcare
161
+ 11.74%
$172.41 - $199.66 $27.8K - $32.1K
1.53K $286K
BX
Blackstone Inc.

Financial Services
33
+ 1.78%
$152.77 - $188.68 $5.04K - $6.23K
1.89K $322K
SYY
Sysco Corp

Consumer Defensive
34
+ 0.61%
$76.33 - $82.51 $2.6K - $2.81K
5.59K $460K
BMO
Bank Of Montreal

Financial Services
1
+ 0.05%
$110.44 - $130.66 $110 - $131
1.99K $259K
AUR
Aurora Innovation, Inc.

Technology
6.1K
+ 23.39%
$5.05 - $6.56 $30.8K - $40K
32.2K $173K
DUHP
Dimensional ETF Tr Dimensional

ETFs
29
+ 0.28%
$35.76 - $37.93 $1.04K - $1.1K
10.3K $387K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.3%
$435.72 - $463.74 $1.31K - $1.39K
988 $458K
MMM
3 M CO

Industrials
42
+ 0.82%
$144.41 - $160.2 $6.07K - $6.73K
5.14K $797K
F
Ford Motor CO

Consumer Cyclical
79
+ 0.46%
$10.82 - $12.09 $855 - $955
17.2K $205K
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 0.12%
$139.5 - $153.94 $837 - $924
4.97K $755K
FDX
Fedex Corp

Industrials
24
+ 1.57%
$217.1 - $243.2 $5.21K - $5.84K
1.55K $365K
CME
Cme Group Inc.

Financial Services
88
+ 10.62%
$258.83 - $287.1 $22.8K - $25.3K
917 $247K
GORO
Gold Resource Corp

Basic Materials
20K
New
$0.44 - $0.86 $8.8K - $17.2K
20K $16K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
73
+ 0.21%
$78.11 - $79.07 $5.7K - $5.77K
34.2K $2.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
135
+ 1.13%
$41.8 - $43.15 $5.64K - $5.83K
12.1K $515K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.62%
$136.48 - $142.97 $1.64K - $1.72K
1.95K $272K
MTB
M&T Bank Corp

Financial Services
1
+ 0.04%
$183.74 - $204.05 $184 - $204
2.45K $484K
VRT
Vertiv Holdings CO

Industrials
67
+ 1.28%
N/A
5.32K $460K
DFSD
Dimensional ETF Tr Short Durat

ETFs
85
+ 1.43%
$47.86 - $48.43 $4.07K - $4.12K
6.01K $289K
IEMG
Ishares Inc

ETFs
76
+ 0.12%
N/A
65.3K $3.5M
EPD
Enterprise Products Partners L.P.

Energy
38
+ 0.34%
$30.74 - $32.14 $1.17K - $1.22K
11.3K $352K
AVIE
American Centy ETF Tr Avantis
20
+ 0.09%
N/A
21.5K $0
Vanguard Malvern Fds
7.44K
New
N/A
7.44K $0
Arista Networks Inc
1.5K
New
N/A
1.5K $0
AVGE
American Centy ETF Tr Avantis
142
+ 1.54%
N/A
9.33K $0
Ea Series Trust
695K
New
N/A
695K $0
Volatility Shs Tr
1.88K
New
N/A
1.88K $0
Dimensional ETF Trust
195
+ 0.16%
N/A
122K $0
ALCC
Alt C Acquisition Corp.

Financial Services
73
+ 1.21%
N/A
6.09K $0
American Centy ETF Tr
1K
+ 2.94%
N/A
35.2K $0
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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