St. Louis Financial Planners Asset Management, LLC Portfolio Holdings

St. Louis Financial Planners Asset Management, LLC

  • $134 Billion
  • Q1 2025

St. Louis Financial Planners Asset Management, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 26 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 $56.8B, Ishares Treasury Floating Rate with a value of $14.7B, Spdr S&P 500 ETF Trust with a value of $11.1B, Invesco Et Seld Idxd Fd Tr Bul with a value of $7.68B, and Palantir Technologies Inc. with a value of $5B.

Examining the 13F form we can see an decrease of $4.6B in the current position value, from $138B to 134B.

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 $134 Billion
ETFs: $91.4 Billion
Technology: $19 Billion
Consumer Cyclical: $7.21 Billion
Communication Services: $6.14 Billion
Energy: $5.75 Billion
Industrials: $2.21 Billion
Healthcare: $1.84 Billion
Financial Services: $277 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.8 Billion 42.45% of portfolio
619,155
Q1 2025 Added 19.86%
$0
$14.7 Billion 10.95% of portfolio
289,221
Q1 2025 Added 8.71%
$0
$11.1 Billion 8.27% of portfolio
19,786
Q1 2025 Added 8.13%
$0
$7.68 Billion 5.74% of portfolio
371,186
Q1 2025 Reduced 10.0%
$0
$1.19 Billion 0.89% of portfolio
43,434
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $134 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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