St. Louis Financial Planners Asset Management, LLC Portfolio Holdings

St. Louis Financial Planners Asset Management, LLC

  • $126 Billion
  • Q3 2024

St. Louis Financial Planners Asset Management, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 31 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 $40.6B, Ishares Treasury Floating Rate with a value of $13.5B, Spdr S&P 500 ETF Trust with a value of $11.7B, Invesco Et Self Idxd Fd Tr Bul with a value of $4.28B, and Tesla, Inc. with a value of $4.28B.

Examining the 13F form we can see an increase of $9.65B in the current position value, from $116B to 126B.

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 $126 Billion
ETFs: $74.4 Billion
Technology: $18.4 Billion
Industrials: $7.35 Billion
Consumer Defensive: $6.46 Billion
Communication Services: $6.37 Billion
Consumer Cyclical: $4.28 Billion
Energy: $2.66 Billion
Healthcare: $2.25 Billion
Other: $3.82 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.52T
$4.28 Billion 3.4% of portfolio
17,100
Q3 2024 Added 50.08%
$4.07T
$2.64 Billion 2.1% of portfolio
11,654
Q3 2024 Reduced 14.67%
$458B
$2.51 Billion 1.99% of portfolio
14,689
Q3 2024 Added 3.27%
$202B
$2.39 Billion 1.9% of portfolio
14,010
Q3 2024 New
$290B
$2.29 Billion 1.82% of portfolio
15,197
Q3 2024 Added 12.78%
$274B
$2.28 Billion 1.81% of portfolio
32,433
Q3 2024 Added 0.34%
$259B
$2.26 Billion 1.79% of portfolio
27,867
Q3 2024 Reduced 7.26%
$383B
$2.25 Billion 1.79% of portfolio
14,032
Q3 2024 New
$240B
$2.23 Billion 1.77% of portfolio
42,353
Q3 2024 Reduced 6.33%
$1.17T
$2.09 Billion 1.66% of portfolio
12,527
Q3 2024 Reduced 34.83%
$206B
$2.03 Billion 1.61% of portfolio
21,300
Q3 2024 Added 14.36%
$404B
$1.92 Billion 1.53% of portfolio
11,398
Q3 2024 Added 1.12%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $126 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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