St. Louis Financial Planners Asset Management, LLC Portfolio Holdings

St. Louis Financial Planners Asset Management, LLC

  • $138 Billion
  • Q4 2024

St. Louis Financial Planners Asset Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $138 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $47.2B, Ishares Treasury Floating Rate with a value of $13.4B, Spdr S&P 500 ETF Trust with a value of $10.7B, Invesco Et Seld Idxd Fd Tr Bul with a value of $8.52B, and Tesla, Inc. with a value of $6.96B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $126B to 138B.

St. Louis Financial Planners Asset Management, LLC is based out at Chesterfield, MO

Below you can find more details about St. Louis Financial Planners Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Billion
ETFs: $81.9 Billion
Technology: $20.4 Billion
Consumer Cyclical: $9.8 Billion
Consumer Defensive: $8.4 Billion
Industrials: $4.89 Billion
Communication Services: $4.73 Billion
Healthcare: $3.79 Billion
Financial Services: $2.97 Billion
Other: $1.59 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.2 Billion 34.12% of portfolio
516,560
Q4 2024 Added 16.42%
$0
$13.4 Billion 9.7% of portfolio
266,036
Q4 2024 Reduced 0.69%
$0
$10.7 Billion 7.75% of portfolio
18,298
Q4 2024 Reduced 10.38%
$0
$8.52 Billion 6.15% of portfolio
412,433
Q4 2024 Added 98.68%
$1.34T
$6.96 Billion 5.03% of portfolio
17,232
Q4 2024 Added 0.77%
$351B
$6.44 Billion 4.66% of portfolio
47,977
Q4 2024 New
$205B
$3.6 Billion 2.6% of portfolio
21,559
Q4 2024 Added 5.36%
$253B
$3.32 Billion 2.4% of portfolio
36,719
Q4 2024 Added 31.77%
$3.58T
$3.19 Billion 2.3% of portfolio
12,738
Q4 2024 Added 9.3%
$97.3B
$3.05 Billion 2.2% of portfolio
13,150
Q4 2024 Reduced 1.31%
$2.35T
$2.84 Billion 2.05% of portfolio
12,937
Q4 2024 New
$1.18T
$2.64 Billion 1.91% of portfolio
13,938
Q4 2024 Added 11.26%
$251B
$2.15 Billion 1.55% of portfolio
36,324
Q4 2024 Reduced 14.24%
$198B
$2.1 Billion 1.51% of portfolio
18,814
Q4 2024 Reduced 11.67%
$387B
$2.02 Billion 1.46% of portfolio
13,937
Q4 2024 Reduced 0.68%
$270B
$2.02 Billion 1.46% of portfolio
32,495
Q4 2024 Added 0.19%
$295B
$1.86 Billion 1.34% of portfolio
26,413
Q4 2024 New
$383B
$1.77 Billion 1.28% of portfolio
10,535
Q4 2024 Reduced 7.57%
$205B
$1.77 Billion 1.28% of portfolio
15,652
Q4 2024 New
$89.4B
$1.78 Billion 1.28% of portfolio
88,567
Q4 2024 Reduced 1.55%
$188B
$1.74 Billion 1.26% of portfolio
11,307
Q4 2024 Reduced 4.59%
$16.5B
$1.3 Billion 0.94% of portfolio
17,288
Q4 2024 New
$37B
$1.28 Billion 0.93% of portfolio
19,024
Q4 2024 New
$185B
$1.29 Billion 0.93% of portfolio
11,140
Q4 2024 Reduced 35.29%
$104B
$854 Million 0.62% of portfolio
10,010
Q4 2024 Reduced 43.88%
$0
$809 Million 0.58% of portfolio
10,689
Q4 2024 New
$0
$784 Million 0.57% of portfolio
31,975
Q4 2024 New
$0
$400 Million 0.29% of portfolio
20,174
Q4 2024 New
$0
$160 Million 0.12% of portfolio
21,475
Q4 2024 Reduced 1.23%
$90.1B
$161 Million 0.12% of portfolio
12,550
Q4 2024 Reduced 2.76%
$17.4B
$145 Million 0.1% of portfolio
18,307
Q4 2024 Reduced 2.74%
$0
$96.6 Million 0.07% of portfolio
10,010
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $138 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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