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 $138.41 million in total holdings as of December 31, 2024.St. Louis Financial Planners Asset Management, LLC owns shares of 33 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 21.64% of the portfolio was purchased this quarter.About 15.12% of the portfolio was sold this quarter.This quarter, St. Louis Financial Planners Asset Management, LLC has purchased 31 new stocks and bought additional shares in 8 stocks.St. Louis Financial Planners Asset Management, LLC sold shares of 15 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $47,229,142iShares Treasury Floating Rate Bond ETF $13,426,847SPDR S&P 500 ETF Trust $10,724,670Invesco BulletShares 2025 Corporate Bond ETF $8,516,759Tesla $6,959,347 Largest New Holdings this Quarter NVIDIA $6,442,940 HoldingAmazon.com $2,838,315 HoldingWells Fargo & Company $1,855,272 HoldingAbbott Laboratories $1,770,416 HoldingDollar Tree $1,295,572 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 72,861 shares (about $6.66M)NVIDIA 47,977 shares (about $6.44M)Invesco BulletShares 2025 Corporate Bond ETF 204,846 shares (about $4.23M)Amazon.com 12,937 shares (about $2.84M)Wells Fargo & Company 26,413 shares (about $1.86M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 2,120 shares (about $1.24M)RTX 6,076 shares (about $703.17K)PayPal 7,828 shares (about $668.16K)Cisco Systems 6,029 shares (about $356.92K)Walt Disney 2,486 shares (about $276.83K) 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$47,229,142$6,661,690 ▲16.4%516,56034.1%ETFTFLOiShares Treasury Floating Rate Bond ETF$13,426,847$93,521 ▼-0.7%266,0369.7%ETFSPYSPDR S&P 500 ETF Trust$10,724,670$1,242,557 ▼-10.4%18,2987.7%FinanceBSCPInvesco BulletShares 2025 Corporate Bond ETF$8,516,759$4,230,079 ▲98.7%412,4336.2%ETFTSLATesla$6,959,347$53,310 ▲0.8%17,2325.0%Auto/Tires/TrucksNVDANVIDIA$6,442,940$6,442,940 ▲New Holding47,9774.7%Computer and TechnologyGEGeneral Electric$3,595,983$182,977 ▲5.4%21,5592.6%TransportationWMTWalmart$3,317,628$799,794 ▲31.8%36,7192.4%Retail/WholesaleAAPLApple$3,189,914$271,461 ▲9.3%12,7382.3%Computer and TechnologyAVGOBroadcom$3,048,700$40,572 ▼-1.3%13,1502.2%Computer and TechnologyAMZNAmazon.com$2,838,315$2,838,315 ▲New Holding12,9372.1%Retail/WholesaleGOOGLAlphabet$2,638,555$267,112 ▲11.3%13,9381.9%Computer and TechnologyCSCOCisco Systems$2,150,416$356,923 ▼-14.2%36,3241.6%Computer and TechnologyDISWalt Disney$2,095,041$276,830 ▼-11.7%18,8141.5%Consumer DiscretionaryKOCoca-Cola$2,023,184$3,860 ▲0.2%32,4951.5%Consumer StaplesJNJJohnson & Johnson$2,015,647$13,739 ▼-0.7%13,9371.5%MedicalTXNTexas Instruments$2,008,914$47,443 ▼-2.3%10,7131.5%Computer and TechnologyWFCWells Fargo & Company$1,855,272$1,855,272 ▲New Holding26,4131.3%FinanceINTCIntel$1,775,778$27,930 ▼-1.5%88,5671.3%Computer and TechnologyABTAbbott Laboratories$1,770,416$1,770,416 ▲New Holding15,6521.3%MedicalPGProcter & Gamble$1,766,257$144,687 ▼-7.6%10,5351.3%Consumer StaplesQCOMQUALCOMM$1,737,024$83,571 ▼-4.6%11,3071.3%Computer and TechnologyDLTRDollar Tree$1,295,572$1,295,572 ▲New Holding17,2880.9%Retail/WholesaleRTXRTX$1,289,219$703,168 ▼-35.3%11,1400.9%AerospaceXELXcel Energy$1,284,503$1,284,503 ▲New Holding19,0240.9%UtilitiesPYPLPayPal$854,401$668,157 ▼-43.9%10,0100.6%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$809,070$809,070 ▲New Holding10,6890.6%ETFEWMiShares MSCI Malaysia ETF$784,362$784,362 ▲New Holding31,9750.6%FinanceIEZiShares U.S. Oil Equipment & Services ETF$399,647$399,647 ▲New Holding20,1740.3%ETFPBRPetróleo Brasileiro S.A. - Petrobras$161,404$4,578 ▼-2.8%12,5500.1%Oils/EnergyPFNPIMCO Income Strategy Fund II$159,996$1,989 ▼-1.2%21,4750.1%Financial ServicesECEcopetrol$144,992$4,079 ▼-2.7%18,3070.1%Oils/EnergySPROTT PHYSICAL SILVER TR$96,5960.0%10,0100.1%TR UNITBSCOInvesco BulletShares 2024 Corporate Bond ETF$0$4,282,333 ▼-100.0%00.0%ETFORCLOracle$0$2,509,929 ▼-100.0%00.0%Computer and TechnologyAMDAdvanced Micro Devices$0$2,394,380 ▼-100.0%00.0%Computer and TechnologyCVXChevron$0$2,290,826 ▼-100.0%00.0%Oils/EnergyVZVerizon Communications$0$2,249,795 ▼-100.0%00.0%Computer and TechnologySOSouthern$0$2,127,305 ▼-100.0%00.0%UtilitiesMMM3M$0$1,368,817 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
