St. Louis Financial Planners Asset Management, LLC Top Holdings and 13F Report (2024) About St. Louis Financial Planners Asset Management, LLCInvestment ActivitySt. Louis Financial Planners Asset Management, LLC has $125.95 million in total holdings as of September 30, 2024.St. Louis Financial Planners Asset Management, LLC owns shares of 31 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 36.65% of the portfolio was purchased this quarter.About 30.99% of the portfolio was sold this quarter.This quarter, St. Louis Financial Planners Asset Management, LLC has purchased 37 new stocks and bought additional shares in 12 stocks.St. Louis Financial Planners Asset Management, LLC sold shares of 11 stocks and completely divested from 13 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $40,602,956iShares Treasury Floating Rate Bond ETF $13,512,328SPDR S&P 500 ETF Trust $11,699,499Invesco BulletShares 2025 Corporate Bond ETF $4,284,606Invesco BulletShares 2024 Corporate Bond ETF $4,282,333 Largest New Holdings this Quarter Advanced Micro Devices $2,394,380 HoldingBroadcom $2,353,870 HoldingJohnson & Johnson $2,249,254 HoldingRTX $2,150,541 HoldingSouthern $2,127,305 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 296,633 shares (about $27.14M)Advanced Micro Devices 14,010 shares (about $2.39M)Broadcom 13,325 shares (about $2.35M)Johnson & Johnson 14,032 shares (about $2.25M)RTX 17,216 shares (about $2.15M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 10,418 shares (about $5.97M)General Electric 5,998 shares (about $1.12M)Alphabet 6,694 shares (about $1.12M)Apple 2,003 shares (about $454.29K)Walmart 2,183 shares (about $176.69K) 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$40,602,956$27,144,926 ▲201.7%443,69932.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$13,512,328$957,251 ▲7.6%267,88910.7%ETFSPYSPDR S&P 500 ETF Trust$11,699,499$5,969,506 ▼-33.8%20,4189.3%FinanceBSCPInvesco BulletShares 2025 Corporate Bond ETF$4,284,606$557,240 ▲14.9%207,5873.4%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$4,282,333$543,992 ▲14.6%202,6663.4%ETFTSLATesla$4,276,472$1,426,991 ▲50.1%17,1003.4%Auto/Tires/TrucksGEGeneral Electric$3,828,150$1,122,141 ▼-22.7%20,4623.0%TransportationAAPLApple$2,643,198$454,293 ▼-14.7%11,6542.1%Computer and TechnologyORCLOracle$2,509,929$79,455 ▲3.3%14,6892.0%Computer and TechnologyAMDAdvanced Micro Devices$2,394,380$2,394,380 ▲New Holding14,0101.9%Computer and TechnologyAVGOBroadcom$2,353,870$2,353,870 ▲New Holding13,3251.9%Computer and TechnologyCVXChevron$2,290,826$259,578 ▲12.8%15,1971.8%Oils/EnergyKOCoca-Cola$2,275,825$7,789 ▲0.3%32,4331.8%Consumer StaplesWMTWalmart$2,255,588$176,695 ▼-7.3%27,8671.8%Retail/WholesaleVZVerizon Communications$2,249,795$34,505 ▼-1.5%50,9231.8%Computer and TechnologyJNJJohnson & Johnson$2,249,254$2,249,254 ▲New Holding14,0321.8%MedicalCSCOCisco Systems$2,234,122$150,918 ▼-6.3%42,3531.8%Computer and TechnologyTXNTexas Instruments$2,223,039$166,434 ▼-7.0%10,9661.8%Computer and TechnologyRTXRTX$2,150,541$2,150,541 ▲New Holding17,2161.7%AerospaceSOSouthern$2,127,305$2,127,305 ▲New Holding23,5551.7%UtilitiesGOOGLAlphabet$2,092,803$1,118,322 ▼-34.8%12,5271.7%Computer and TechnologyINTCIntel$2,032,208$665,460 ▲48.7%89,9601.6%Computer and TechnologyDISWalt Disney$2,026,739$254,437 ▲14.4%21,3001.6%Consumer DiscretionaryQCOMQUALCOMM$2,001,790$185,467 ▲10.2%11,8511.6%Computer and TechnologyPGProcter & Gamble$1,924,981$21,280 ▲1.1%11,3981.5%Consumer StaplesPYPLPayPal$1,415,661$1,415,661 ▲New Holding17,8381.1%Computer and TechnologyMMM3M$1,368,817$1,368,817 ▲New Holding10,1191.1%Multi-Sector ConglomeratesPBRPetróleo Brasileiro S.A. - Petrobras$196,054$228 ▼-0.1%12,9060.2%Oils/EnergyECEcopetrol$169,781$189 ▼-0.1%18,8220.1%Oils/EnergyPFNPIMCO Income Strategy Fund II$167,855$224 ▼-0.1%21,7420.1%Financial ServicesSPROTT PHYSICAL SILVER TR$108,3080.0%10,0100.1%TR UNITNVDANVIDIA$0$6,839,787 ▼-100.0%00.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$0$4,025,096 ▼-100.0%00.0%ETFXOMExxon Mobil$0$2,155,405 ▼-100.0%00.0%Oils/EnergyPEPPepsiCo$0$2,080,644 ▼-100.0%00.0%Consumer StaplesABBVAbbVie$0$2,058,427 ▼-100.0%00.0%MedicalWFCWells Fargo & Company$0$1,953,263 ▼-100.0%00.0%FinanceABTAbbott Laboratories$0$1,879,572 ▼-100.0%00.0%MedicalBACBank of America$0$1,844,451 ▼-100.0%00.0%FinanceMRKMerck & Co., Inc.$0$1,833,631 ▼-100.0%00.0%MedicalXLFFinancial Select Sector SPDR Fund$0$1,531,461 ▼-100.0%00.0%ETFXLCCommunication Services Select Sector SPDR Fund$0$1,495,533 ▼-100.0%00.0%ETFBSXBoston Scientific$0$1,136,990 ▼-100.0%00.0%MedicalXLEEnergy Select Sector SPDR Fund$0$998,892 ▼-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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