St. Louis Financial Planners Asset Management, LLC Portfolio Holdings by Sector
St. Louis Financial Planners Asset Management, LLC
- $131 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIL TFLO BSCP TLT IJR IYZ 6 stocks |
$57.6 Million
43.93% of portfolio
|
4
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA AMD QCOM ON 5 stocks |
$15 Million
11.46% of portfolio
|
5
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR ORCL 2 stocks |
$10.8 Million
8.21% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX EC PBR 4 stocks |
$5.81 Million
4.43% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$5.67 Million
4.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$3.32 Million
2.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.97 Million
2.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$2.91 Million
2.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$2.84 Million
2.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$2.74 Million
2.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$2.72 Million
2.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2.71 Million
2.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.7 Million
2.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$2.7 Million
2.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$2.67 Million
2.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$2.49 Million
1.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$2.44 Million
1.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$2.15 Million
1.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$740,564
0.56% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PSLV 1 stocks |
$122,522
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
ADV 1 stocks |
$39,169
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|