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 Market Cap. of $300 Millions to $2 Billions

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

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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