St. Louis Financial Planners Asset Management, LLC Top Holdings and 13F Report (2025) About St. Louis Financial Planners Asset Management, LLCInvestment ActivitySt. Louis Financial Planners Asset Management, LLC has $133.81 million in total holdings as of March 31, 2025.St. Louis Financial Planners Asset Management, LLC owns shares of 26 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 26.06% of the portfolio was purchased this quarter.About 27.46% of the portfolio was sold this quarter.This quarter, St. Louis Financial Planners Asset Management, LLC has purchased 33 new stocks and bought additional shares in 8 stocks.St. Louis Financial Planners Asset Management, LLC sold shares of 8 stocks and completely divested from 16 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $56,795,131iShares Treasury Floating Rate Bond ETF $14,651,945SPDR S&P 500 ETF Trust $11,068,502Invesco BulletShares 2025 Corporate Bond ETF $7,676,145PALANTIR TECHNOLOGIES INC $5,003,115 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $5,003,115 Holding03831W108 - APPLOVIN CORP $3,260,282 Holding92343V104 - Verizon Communications $2,934,129 Holding30231G102 - Exxon Mobil $2,845,627 Holding166764100 - Chevron $2,534,671 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 102,595 shares (about $9.41M)PALANTIR TECHNOLOGIES INC 59,278 shares (about $5.00M)APPLOVIN CORP 12,304 shares (about $3.26M)Verizon Communications 64,685 shares (about $2.93M)Exxon Mobil 23,926 shares (about $2.85M) Largest Sales this Quarter General Electric 10,513 shares (about $2.10M)Intel 74,434 shares (about $1.69M)Invesco BulletShares 2025 Corporate Bond ETF 41,247 shares (about $852.99K)Johnson & Johnson 2,850 shares (about $472.65K)Tesla 1,668 shares (about $432.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSt. Louis Financial Planners Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$56,795,131$9,411,046 ▲19.9%619,15542.4%ETFTFLOiShares Treasury Floating Rate Bond ETF$14,651,945$1,174,553 ▲8.7%289,22111.0%ETFSPYSPDR S&P 500 ETF Trust$11,068,502$832,403 ▲8.1%19,7868.3%FinanceBSCPInvesco BulletShares 2025 Corporate Bond ETF$7,676,145$852,990 ▼-10.0%371,1865.7%ETFPALANTIR TECHNOLOGIES INC$5,003,115$5,003,115 ▲New Holding59,2783.7%CL ATSLATesla$4,033,721$432,295 ▼-9.7%15,5643.0%Auto/Tires/TrucksAAPLApple$3,311,883$482,266 ▲17.0%14,9092.5%Computer and TechnologyAPPLOVIN CORP$3,260,282$3,260,282 ▲New Holding12,3042.4%COM CL AAMZNAmazon.com$3,174,401$712,927 ▲29.0%16,6842.4%Retail/WholesaleVZVerizon Communications$2,934,129$2,934,129 ▲New Holding64,6852.2%Computer and TechnologyXOMExxon Mobil$2,845,627$2,845,627 ▲New Holding23,9262.1%EnergyGOOGLAlphabet$2,790,467$634,984 ▲29.5%18,0442.1%Computer and TechnologyCVXChevron$2,534,671$2,534,671 ▲New Holding15,1511.9%EnergyTXNTexas Instruments$2,511,647$586,398 ▲30.5%13,9761.9%Computer and TechnologyAMDAdvanced Micro Devices$2,374,367$2,374,367 ▲New Holding23,1101.8%Computer and TechnologyQCOMQUALCOMM$2,221,268$484,347 ▲27.9%14,4601.7%Computer and TechnologyGEGeneral Electric$2,210,973$2,104,287 ▼-48.8%11,0461.7%TransportationJNJJohnson & Johnson$1,838,678$472,647 ▼-20.4%11,0871.4%MedicalIYZiShares U.S. Telecommunications ETF$1,189,658$1,189,658 ▲New Holding43,4340.9%ETFTAT&T$366,949$366,949 ▲New Holding12,9750.3%Computer and TechnologyINTCIntel$320,965$1,690,420 ▼-84.0%14,1330.2%Computer and TechnologyECEcopetrol$190,194$940 ▼-0.5%18,2170.1%EnergyPBRPetróleo Brasileiro S.A. - Petrobras$179,085$889 ▼-0.5%12,4880.1%EnergyPFNPIMCO Income Strategy Fund II$161,000$927 ▼-0.6%21,3520.1%Financial ServicesSPROTT PHYSICAL SILVER TR$116,1160.0%10,0100.1%TR UNITADVAdvantage Solutions$44,807$44,807 ▲New Holding29,6740.0%Consumer DiscretionaryNVDANVIDIA$0$6,442,940 ▼-100.0%00.0%Computer and TechnologyWMTWalmart$0$3,317,628 ▼-100.0%00.0%Retail/WholesaleAVGOBroadcom$0$3,048,700 ▼-100.0%00.0%Computer and TechnologyCSCOCisco Systems$0$2,150,416 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$2,095,041 ▼-100.0%00.0%Consumer DiscretionaryKOCoca-Cola$0$2,023,184 ▼-100.0%00.0%Consumer StaplesWFCWells Fargo & Company$0$1,855,272 ▼-100.0%00.0%FinanceABTAbbott Laboratories$0$1,770,416 ▼-100.0%00.0%MedicalPGProcter & Gamble$0$1,766,257 ▼-100.0%00.0%Consumer StaplesDLTRDollar Tree$0$1,295,572 ▼-100.0%00.0%Retail/WholesaleRTXRTX$0$1,289,219 ▼-100.0%00.0%AerospaceXELXcel Energy$0$1,284,503 ▼-100.0%00.0%UtilitiesPYPLPayPal$0$854,401 ▼-100.0%00.0%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$0$809,070 ▼-100.0%00.0%ETFEWMiShares MSCI Malaysia ETF$0$784,362 ▼-100.0%00.0%FinanceIEZiShares U.S. Oil Equipment & Services ETF$0$399,647 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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