Plancorp, LLC Incresed Positions in Q3 2024

Plancorp, LLC

  • $2.44 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
9
+ 0.98%
$460.3 - $584.56 $4.14K - $5.26K
925 $540K
DHI
Horton D R Inc

Consumer Cyclical
166
+ 10.7%
$135.21 - $197.06 $22.4K - $32.7K
1.72K $327K
VZ
Verizon Communications Inc

Communication Services
725
+ 3.47%
$38.89 - $45.0 $28.2K - $32.6K
21.6K $970K
GILD
Gilead Sciences, Inc.

Healthcare
193
+ 3.38%
$66.59 - $83.99 $12.9K - $16.2K
5.9K $494K
DFAE
Dimensional ETF Tr

ETFs
29
+ 0.05%
$24.46 - $27.82 $709 - $807
63.3K $1.74M
RTX
Raytheon Technologies Corp

Industrials
49
+ 1.13%
$99.55 - $123.34 $4.88K - $6.04K
4.4K $533K
ACN
Accenture PLC

Technology
58
+ 3.91%
$295.44 - $355.81 $17.1K - $20.6K
1.54K $544K
SCHA
Schwab Strategic Tr Us Small C

ETFs
332
+ 1.77%
$46.9 - $51.96 $15.6K - $17.3K
19.1K $984K
DOCN
Digital Ocean Holdings, Inc.

Technology
18
+ 0.11%
$27.27 - $43.23 $491 - $778
16.1K $649K
VO
Vanguard Mid Cap ETF

ETFs
32
+ 0.87%
$237.84 - $263.83 $7.61K - $8.44K
3.71K $979K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.29%
$213.3 - $270.78 $1.07K - $1.35K
1.71K $463K
NFLX
Netflix Inc

Communication Services
67
+ 5.88%
$598.55 - $722.26 $40.1K - $48.4K
1.21K $856K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
329
+ 1.06%
$76.38 - $78.87 $25.1K - $25.9K
31.4K $2.47M
CB
Chubb LTD

Financial Services
24
+ 1.01%
$252.51 - $292.2 $6.06K - $7.01K
2.39K $689K
FELE
Franklin Electric CO Inc

Industrials
1
+ 0.01%
$93.65 - $106.62 $93.7 - $107
10K $1.05M
RF
Regions Financial Corp

Financial Services
80
+ 0.32%
$19.51 - $23.42 $1.56K - $1.87K
25K $583K
PNC
Pnc Financial Services Group, Inc.

Financial Services
61
+ 2.69%
$156.14 - $187.2 $9.52K - $11.4K
2.33K $430K
VOT
Vanguard Mid Cap Growth Index

ETFs
103
+ 2.93%
$218.05 - $243.47 $22.5K - $25.1K
3.62K $880K
MDLZ
Mondelez International, Inc.

Consumer Defensive
15
+ 0.17%
$64.35 - $75.71 $965 - $1.14K
8.81K $648K
WEC
Wec Energy Group, Inc.

Utilities
4
+ 0.1%
$77.68 - $96.19 $311 - $385
4.05K $389K
V
Visa Inc.

Financial Services
23
+ 0.47%
$253.74 - $291.56 $5.84K - $6.71K
4.9K $1.35M
CL
Colgate Palmolive CO

Consumer Defensive
27
+ 0.29%
$95.54 - $108.77 $2.58K - $2.94K
9.46K $982K
GLW
Corning Inc

Technology
294
+ 3.47%
$37.76 - $46.2 $11.1K - $13.6K
8.76K $395K
MTB
M&T Bank Corp

Financial Services
12
+ 0.5%
$146.49 - $179.85 $1.76K - $2.16K
2.39K $425K
PGR
Progressive Corp

Financial Services
31
+ 2.61%
$209.46 - $259.24 $6.49K - $8.04K
1.22K $309K
IWM
Ishares Russell 2000 ETF

ETFs
91
+ 3.79%
$200.87 - $224.6 $18.3K - $20.4K
2.49K $550K
URI
United Rentals, Inc.

Industrials
2
+ 0.55%
$627.41 - $814.1 $1.25K - $1.63K
368 $297K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
130
+ 0.78%
$32.04 - $37.11 $4.17K - $4.82K
16.8K $612K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$332.02 - $382.76 $332 - $383
4.79K $1.8M
CI
Cigna Corp

Healthcare
22
+ 0.82%
$319.12 - $367.1 $7.02K - $8.08K
2.72K $940K
APD
Air Products & Chemicals, Inc.

Basic Materials
17
+ 1.54%
$247.34 - $300.11 $4.2K - $5.1K
1.12K $334K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
828
+ 15.2%
$36.98 - $41.55 $30.6K - $34.4K
6.28K $258K
SO
Southern CO

Utilities
1
+ 0.03%
$77.0 - $90.52 $77 - $90.5
3.91K $352K
NSC
Norfolk Southern Corp

Industrials
25
+ 1.96%
$213.75 - $259.69 $5.34K - $6.49K
1.3K $323K
CTVA
Corteva, Inc.

Basic Materials
215
+ 3.21%
$50.72 - $58.78 $10.9K - $12.6K
6.91K $405K
FAST
Fastenal CO

Industrials
18
+ 0.36%
$62.09 - $71.83 $1.12K - $1.29K
5.02K $358K
MO
Altria Group, Inc.

Consumer Defensive
117
+ 1.71%
$45.95 - $54.71 $5.38K - $6.4K
6.96K $355K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.09%
$214.77 - $237.72 $430 - $475
2.23K $527K
SUB
Ishares Short Term National Mu

ETFs
186
+ 1.43%
$104.3 - $106.3 $19.4K - $19.8K
13.2K $1.4M
AMGN
Amgen Inc

Healthcare
41
+ 1.48%
$309.38 - $337.38 $12.7K - $13.8K
2.81K $903K
KMI
Kinder Morgan, Inc.

Energy
62
+ 0.36%
$19.72 - $22.22 $1.22K - $1.38K
17.3K $381K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.26%
$386.81 - $423.12 $1.16K - $1.27K
1.17K $496K
BNDX
Vanguard Total International B

ETFs
258
+ 1.62%
$48.42 - $50.35 $12.5K - $13K
16.1K $811K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
33
+ 0.33%
$59.93 - $66.52 $1.98K - $2.2K
10.1K $671K
GS
Goldman Sachs Group Inc

Financial Services
15
+ 2.26%
$459.02 - $510.25 $6.89K - $7.65K
678 $335K
AZO
Autozone Inc

Consumer Cyclical
3
+ 2.13%
$2815.0 - $3212.87 $8.45K - $9.64K
144 $453K
SRE
Sempra Energy

Utilities
55
+ 1.41%
$74.97 - $84.04 $4.12K - $4.62K
3.96K $330K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
95
+ 0.48%
$51.02 - $52.74 $4.85K - $5.01K
19.8K $1.05M
CAH
Cardinal Health Inc

Healthcare
5
+ 0.19%
$93.74 - $114.66 $469 - $573
2.68K $296K
Activity Summary
Buys All Purchases 181 New Holdings 38 Increased Positions 143 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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