Plancorp, LLC Portfolio Holdings
Plancorp, LLC
- $2.42 Billion
- Q4 2024
Plancorp, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.42 Billion distributed in 319 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 $363M, Dimensional ETF Tr U S Equity with a value of $306M, Dimensional ETF Tr Us Marketwi with a value of $261M, Vanguard Total Stock Market Et with a value of $148M, and Dimensional ETF Tr with a value of $103M.
Examining the 13F form we can see an decrease of $17.2M in the current position value, from $2.44B to 2.42B.
Below you can find more details about Plancorp, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.42 Billion
ETFs: $1.96 Billion
Technology: $69.5 Million
Financial Services: $65.5 Million
Industrials: $58.3 Million
Healthcare: $39.5 Million
Consumer Defensive: $27.1 Million
Basic Materials: $25.1 Million
Consumer Cyclical: $21.1 Million
Other: $45.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 319
- Current Value $2.42 Billion
- Prior Value $2.44 Billion
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 24 stocks
- Additional Purchases 183 stocks
- Sold out of 0 stocks
- Reduced holdings in 67 stocks