St. Louis Financial Planners Asset Management, LLC Portfolio Holdings

St. Louis Financial Planners Asset Management, LLC

  • $116 Billion
  • Q2 2024

St. Louis Financial Planners Asset Management, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $16.8B, Spdr Bloomberg 1 3 Month T Bil with a value of $13.4B, Ishares Treasury Floating Rate with a value of $12.6B, Nvidia Corp with a value of $6.84B, and General Electric CO with a value of $4.21B.

Examining the 13F form we can see an increase of $5.15B in the current position value, from $111B to 116B.

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 $116 Billion
ETFs: $58.3 Billion
Technology: $20.3 Billion
Consumer Defensive: $7.99 Billion
Communication Services: $7.5 Billion
Healthcare: $6.91 Billion
Energy: $4.66 Billion
Industrials: $4.21 Billion
Financial Services: $4.05 Billion
Other: $2.39 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $116 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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