St. Louis Financial Planners Asset Management, LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $111 Billion distributed in 34 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 $24.4B, Ishares Core S&P Sm Cap ETF with a value of $10.9B, Ishares Treasury Floating Rate with a value of $10.8B, Spdr S&P 500 ETF Trust with a value of $6.97B, and Invesco Et Self Idxd Fd Tr Bul with a value of $3.64B.

Examining the 13F form we can see an increase of $3.82B in the current position value, from $107B to 111B.

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 $111 Billion
ETFs: $67.7 Billion
Technology: $13.1 Billion
Healthcare: $6.32 Billion
Communication Services: $6.25 Billion
Consumer Defensive: $5.73 Billion
Energy: $4.37 Billion
Financial Services: $4.36 Billion
Consumer Cyclical: $1.9 Billion
Other: $1.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $111 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track St. Louis Financial Planners Asset Management, LLC Portfolio

Follow St. Louis Financial Planners Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of St. Louis Financial Planners Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on St. Louis Financial Planners Asset Management, LLC with notifications on news.