St. Louis Financial Planners Asset Management, LLC Portfolio Holdings

St. Louis Financial Planners Asset Management, LLC

  • $131 Billion
  • Q2 2025

St. Louis Financial Planners Asset Management, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 35 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 $27.6B, Ishares Treasury Floating Rate with a value of $15B, Invesco Et Seld Idxd Fd Tr Bul with a value of $9.89B, Palantir Technologies Inc. with a value of $7.23B, and Broadcom Inc. with a value of $4.42B.

Examining the 13F form we can see an decrease of $2.64B in the current position value, from $134B to 131B.

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 $131 Billion
ETFs: $57.6 Billion
Technology: $31.2 Billion
Communication Services: $11.7 Billion
Consumer Defensive: $7.43 Billion
Healthcare: $5.95 Billion
Energy: $5.81 Billion
Industrials: $5.61 Billion
Consumer Cyclical: $2.97 Billion
Other: $2.87 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.6 Billion 21.05% of portfolio
300,990
Q2 2025 Reduced 51.39%
$0
$15 Billion 11.43% of portfolio
296,075
Q2 2025 Added 2.37%
$0
$9.89 Billion 7.54% of portfolio
478,128
Q2 2025 Added 28.81%
$0
$2.38 Billion 1.82% of portfolio
27,013
Q2 2025 New
$0
$2.1 Billion 1.6% of portfolio
19,239
Q2 2025 New
$0
$640 Million 0.49% of portfolio
21,485
Q2 2025 Reduced 50.53%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $131 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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