St. Louis Financial Planners Asset Management, LLC Portfolio Holdings by Sector
St. Louis Financial Planners Asset Management, LLC
- $155 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIL TFLO BSCP TLT EWP IDV 6 stocks |
$69.8 Million
45.0% of portfolio
|
6
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO AMD NVDA TXN INTC 5 stocks |
$15.6 Million
10.08% of portfolio
|
2
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR ORCL 2 stocks |
$14 Million
9.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ MRK 3 stocks |
$9.37 Million
6.04% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX EC PBR 4 stocks |
$6.33 Million
4.08% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$5.93 Million
3.82% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC WFC 2 stocks |
$5.68 Million
3.66% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$3.81 Million
2.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$3.24 Million
2.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.24 Million
2.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$3.16 Million
2.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$3.13 Million
2.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$3.13 Million
2.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$2.84 Million
1.83% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$2.74 Million
1.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2.71 Million
1.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PSLV 1 stocks |
$157,157
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$108,985
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
ADV 1 stocks |
$45,401
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|