Plancorp, LLC Purchases in Q4 2024

Plancorp, LLC

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
1.71K
+ 15.42%
$485.52 - $625.25 $831K - $1.07M
12.8K $6.48M
PSX
Phillips 66

Energy
329
+ 11.49%
$110.35 - $138.93 $36.3K - $45.7K
3.19K $363K
COP
Conocophillips

Energy
104
+ 2.66%
$95.12 - $114.72 $9.89K - $11.9K
4.02K $398K
NVO
Novo Nordisk A S

Healthcare
569
+ 28.96%
$85.0 - $120.04 $48.4K - $68.3K
2.53K $217K
ROP
Roper Technologies Inc

Industrials
12
+ 1.98%
$519.85 - $575.95 $6.24K - $6.91K
617 $320K
SCHV
Schwab Strategic Tr Us Large C

ETFs
14.9K
+ 199.97%
$25.79 - $80.4 $383K - $1.2M
22.3K $581K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15
+ 0.79%
$131.66 - $144.0 $1.97K - $2.16K
1.91K $252K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
32
+ 0.16%
$51.54 - $52.55 $1.65K - $1.68K
19.9K $1.03M
ECL
Ecolab Inc.

Basic Materials
23
+ 1.92%
$234.32 - $261.43 $5.39K - $6.01K
1.22K $286K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
331
+ 1.05%
$77.02 - $78.58 $25.5K - $26K
31.7K $2.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
96
+ 0.51%
$113.92 - $127.38 $10.9K - $12.2K
19.1K $2.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.4K
+ 101.93%
$18.41 - $40.87 $118K - $261K
12.7K $234K
TDG
Trans Digm Group Inc

Industrials
4
+ 2.02%
$1239.0 - $1442.53 $4.96K - $5.77K
202 $255K
URI
United Rentals, Inc.

Industrials
13
+ 3.53%
$704.44 - $880.32 $9.16K - $11.4K
381 $268K
MPC
Marathon Petroleum Corp

Energy
49
+ 2.9%
$131.65 - $174.84 $6.45K - $8.57K
1.74K $242K
RS
Reliance Steel & Aluminum CO

Basic Materials
9
+ 0.45%
$264.2 - $326.32 $2.38K - $2.94K
2.01K $540K
AFL
Aflac Inc

Financial Services
65
+ 1.16%
$100.37 - $115.27 $6.52K - $7.49K
5.67K $585K
TGT
Target Corp

Consumer Defensive
52
+ 2.2%
$121.59 - $160.69 $6.32K - $8.36K
2.42K $327K
KO
Coca Cola CO

Consumer Defensive
1.14K
+ 9.57%
$61.74 - $71.71 $70.4K - $81.7K
13K $812K
KLAC
Kla Corp

Technology
1
+ 0.31%
$614.46 - $829.55 $614 - $830
319 $201K
DHI
Horton D R Inc

Consumer Cyclical
273
+ 15.89%
$137.24 - $194.56 $37.5K - $53.1K
1.99K $278K
VTV
Vanguard Value ETF

ETFs
142
+ 0.96%
$168.32 - $181.87 $23.9K - $25.8K
14.9K $2.52M
GIS
General Mills Inc

Consumer Defensive
64
+ 0.91%
$62.78 - $74.62 $4.02K - $4.78K
7.12K $454K
RGLD
Royal Gold Inc

Basic Materials
2
+ 0.02%
$131.05 - $154.26 $262 - $309
8.07K $1.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.6K
+ 193.86%
$26.93 - $84.95 $878K - $2.77M
49.4K $1.35M
QCOM
Qualcomm Inc

Technology
283
+ 3.77%
$150.4 - $178.04 $42.6K - $50.4K
7.79K $1.2M
ABBV
Abb Vie Inc.

Healthcare
1.25K
+ 8.17%
$164.99 - $203.87 $206K - $255K
16.6K $2.94M
NVS
Novartis Ag

Healthcare
21
+ 0.44%
$96.78 - $117.18 $2.03K - $2.46K
4.82K $468K
MDLZ
Mondelez International, Inc.

Consumer Defensive
605
+ 6.87%
$59.25 - $72.99 $35.8K - $44.2K
9.41K $562K
DOCN
Digital Ocean Holdings, Inc.

Technology
13
+ 0.08%
$34.07 - $44.0 $443 - $572
16.1K $548K
VZ
Verizon Communications Inc

Communication Services
110
+ 0.51%
$39.6 - $45.21 $4.36K - $4.97K
21.7K $868K
DHR
Danaher Corp

Healthcare
335
+ 9.03%
$226.16 - $274.52 $75.8K - $92K
4.05K $928K
AMAT
Applied Materials Inc

Technology
27
+ 0.96%
$161.44 - $213.89 $4.36K - $5.78K
2.84K $461K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.03K
+ 6.61%
$44.04 - $49.49 $353K - $397K
129K $5.7M
AMGN
Amgen Inc

Healthcare
224
+ 7.99%
$258.78 - $328.31 $58K - $73.5K
3.03K $789K
CL
Colgate Palmolive CO

Consumer Defensive
50
+ 0.53%
$90.22 - $102.31 $4.51K - $5.12K
9.51K $864K
NEE
Nextera Energy Inc

Utilities
984
+ 6.58%
$69.77 - $85.43 $68.7K - $84.1K
15.9K $1.14M
PFE
Pfizer Inc

Healthcare
2.97K
+ 3.12%
$24.8 - $30.19 $73.6K - $89.6K
98K $2.6M
UNP
Union Pacific Corp

Industrials
262
+ 1.99%
$223.15 - $249.32 $58.5K - $65.3K
13.4K $3.06M
CI
Cigna Corp

Healthcare
22
+ 0.81%
$265.59 - $358.58 $5.84K - $7.89K
2.74K $756K
EFV
Msci Eafe Value ETF

ETFs
22.8K
+ 8.29%
$51.78 - $57.15 $1.18M - $1.3M
298K $15.6M
JNJ
Johnson & Johnson

Healthcare
387
+ 2.62%
$143.34 - $165.86 $55.5K - $64.2K
15.2K $2.19M
AMD
Advanced Micro Devices Inc

Technology
112
+ 2.23%
$118.88 - $172.8 $13.3K - $19.4K
5.13K $620K
AVIG
American Centy ETF Tr Avantis

ETFs
1.09K
+ 0.78%
$40.48 - $42.48 $44.1K - $46.3K
142K $5.74M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
552
+ 1.37%
$75.65 - $83.47 $41.8K - $46.1K
40.8K $3.11M
PEP
Pepsico Inc

Consumer Defensive
573
+ 2.38%
$151.29 - $176.1 $86.7K - $101K
24.6K $3.74M
CDE
Coeur Mining, Inc.

Basic Materials
4
+ 0.0%
$5.61 - $7.39 $22.4 - $29.6
299K $1.71M
XOM
Exxon Mobil Corp

Energy
1.24K
+ 2.36%
$105.51 - $125.37 $131K - $155K
53.8K $5.79M
VEA
Vanguard Ftse Developed Market

ETFs
20.9K
+ 6.49%
$47.57 - $52.44 $992K - $1.09M
343K $16.4M
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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