HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 EMERSON ELEC CO |
356,491 | +36,732 | $27,186 |
| EMR | 356,491 | +36,732 | $27,186 |
| SPDR S&P 500 ETF TR (SPY) |
70,584 | +287 | $22,718 |
| SPY | 70,584 | +287 | $22,718 |
| ISHARES TR (SCZ) |
321,825 | +733 | $20,043 |
| SCZ | 321,825 | +733 | $20,043 |
| VANGUARD INDEX FDS (VTI) |
69,536 | +9,930 | $11,378 |
| VTI | 69,536 | +9,930 | $11,378 |
| ISHARES TR (EFV) |
227,868 | +2,483 | $11,377 |
| EFV | 227,868 | +2,483 | $11,377 |
| BOEING CO |
34,579 | -9,952 | $11,265 |
| BA | 34,579 | +48 | $11,265 |
| VANGUARD INDEX FDS (VNQ) |
102,371 | -740 | $9,499 |
| VNQ | 102,371 | -740 | $9,499 |
| AMERICAN CENTY ETF TR (AVUS) |
158,669 | +158,669 | $8,632 |
| AVUS | 158,669 | +158,669 | $8,632 |
| DUKE REALTY CORP |
197,290 | +176 | $6,840 |
| DRE | 197,290 | +176 | $6,840 |
| AMERICAN CENTY ETF TR (AVDE) |
122,215 | +122,215 | $6,572 |
| AVDE | 122,215 | +122,215 | $6,572 |
| ENERGIZER HLDGS INC NEW |
123,212 | +8,417 | $6,188 |
| ENR | 123,212 | +8,417 | $6,188 |
| ZOOM VIDEO COMMUNICATIONS IN |
87,050 | +87,050 | $5,923 |
| ZM | 87,050 | +87,050 | $5,923 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
132,521 | +18,589 | $5,839 |
| VEA | 132,521 | +18,589 | $5,839 |
| FRANCO NEVADA CORP |
45,711 | -264 | $4,722 |
| FNV | 45,711 | -264 | $4,722 |
| PROCTER & GAMBLE CO |
36,976 | +444 | $4,618 |
| PG | 36,976 | +444 | $4,618 |
| AMERICAN CENTY ETF TR (AVUV) |
84,900 | +84,900 | $4,607 |
| AVUV | 84,900 | +84,900 | $4,607 |
| APPLE INC |
14,807 | +801 | $4,348 |
| AAPL | 14,807 | +801 | $4,348 |
| MICROSOFT CORP |
27,287 | +650 | $4,303 |
| MSFT | 27,287 | +650 | $4,303 |
| AMERICAN CENTY ETF TR (AVEM) |
74,556 | +74,556 | $4,099 |
| AVEM | 74,556 | +74,556 | $4,099 |
| AGNICO EAGLE MINES LTD |
63,327 | -1,660 | $3,902 |
| AEM | 63,327 | -1,660 | $3,902 |
| PEPSICO INC |
28,228 | -1,469 | $3,858 |
| PEP | 28,228 | -1,469 | $3,858 |
| ENTERPRISE FINL SVCS CORP |
79,863 | -11,529 | $3,850 |
| EFSC | 79,863 | -11,529 | $3,850 |
| AMERICAN CENTY ETF TR (AVDV) |
66,600 | +66,600 | $3,689 |
| AVDV | 66,600 | +66,600 | $3,689 |
| EXXON MOBIL CORP |
50,444 | +3,065 | $3,520 |
| XOM | 50,444 | +3,065 | $3,520 |
| BARRICK GOLD CORPORATION |
187,477 | UNCH | $3,485 |
| GOLD | 187,477 | UNCH | $3,485 |
| BANK AMER CORP |
92,042 | +1,824 | $3,242 |
| BAC | 92,042 | +1,824 | $3,242 |
| US BANCORP DEL |
54,234 | +5,976 | $3,216 |
| USB | 54,234 | +5,976 | $3,216 |
| REINSURANCE GRP OF AMERICA I |
18,876 | UNCH | $3,078 |
| RGA | 18,876 | UNCH | $3,078 |
| COMMERCE BANCSHARES INC (CBSH) |
41,272 | +3,805 | $2,804 |
| CBSH | 41,272 | +3,805 | $2,804 |
 BERKSHIRE HATHAWAY INC DEL |
$2,728 | ||
| BRK.B | 12,044 | -197 | $2,728 |
| ISHARES TR (IVV) |
7,930 | +353 | $2,563 |
| IVV | 7,930 | +353 | $2,563 |
| UNITEDHEALTH GROUP INC |
8,498 | +270 | $2,498 |
| UNH | 8,498 | +270 | $2,498 |
| EDGEWELL PERS CARE CO |
76,088 | +54 | $2,356 |
| EPC | 76,088 | +54 | $2,356 |
| ENBRIDGE INC |
59,119 | UNCH | $2,351 |
| ENB | 59,119 | UNCH | $2,351 |
| VANGUARD BD INDEX FD INC (BSV) |
28,804 | +8,979 | $2,322 |
| BSV | 28,804 | +8,979 | $2,322 |
| VANGUARD INDEX FDS (VOO) |
7,719 | -43 | $2,283 |
| VOO | 7,719 | -43 | $2,283 |
| ENTERPRISE PRODS PARTNERS L |
75,498 | +25 | $2,126 |
| EPD | 75,498 | +25 | $2,126 |
| UNION PACIFIC CORP |
11,647 | +225 | $2,106 |
| UNP | 11,647 | +225 | $2,106 |
| JOHNSON & JOHNSON |
13,897 | +399 | $2,027 |
| JNJ | 13,897 | +399 | $2,027 |
| ISHARES TR (IWB) |
10,022 | UNCH | $1,788 |
| IWB | 10,022 | UNCH | $1,788 |
| VANGUARD INDEX FDS (VTV) |
14,784 | +1,556 | $1,772 |
| VTV | 14,784 | +1,556 | $1,772 |
| VANGUARD SCOTTSDALE FDS (VTWV) |
14,340 | +7,465 | $1,608 |
| VTWV | 14,340 | +7,465 | $1,608 |
| PACWEST BANCORP DEL |
39,815 | UNCH | $1,524 |
| PACW | 39,815 | UNCH | $1,524 |
| WALMART INC |
12,621 | -142 | $1,500 |
| WMT | 12,621 | -142 | $1,500 |
| ENERGY TRANSFER LP |
116,332 | UNCH | $1,493 |
| ET | 116,332 | UNCH | $1,493 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
33,393 | +5,432 | $1,485 |
| VWO | 33,393 | +5,432 | $1,485 |
| AT&T INC |
37,736 | -1,118 | $1,475 |
| T | 37,736 | -1,118 | $1,475 |
| ISHARES TR (DVY) |
13,591 | UNCH | $1,436 |
| DVY | 13,591 | UNCH | $1,436 |
| PAN AMERICAN SILVER CORP |
56,791 | UNCH | $1,345 |
| PAAS | 56,791 | UNCH | $1,345 |
| LILLY ELI & CO |
10,001 | +161 | $1,314 |
| LLY | 10,001 | +161 | $1,314 |
See Full List: All Stocks Held By Plancorp LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Plancorp LLC
|
Size ($ in 1000's)
At 12/31/2019: $326,370 At 09/30/2019: $262,074 Plancorp LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Plancorp LLC 13F filings. Link to 13F filings: SEC filings |
