St. Louis Financial Planners Asset Management, LLC Portfolio Holdings

St. Louis Financial Planners Asset Management, LLC

  • $155 Billion
  • Q3 2025

St. Louis Financial Planners Asset Management, LLC has filed its 13F form on October 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 37 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 $36.7B, Ishares Treasury Floating Rate with a value of $17.3B, Invesco Et Seld Idxd Fd Tr Bul with a value of $10.5B, Palantir Technologies Inc. with a value of $9.23B, and Broadcom Inc. with a value of $5.16B.

Examining the 13F form we can see an increase of $23.9B in the current position value, from $131B to 155B.

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 $155 Billion
ETFs: $69.8 Billion
Technology: $41.9 Billion
Healthcare: $15.3 Billion
Communication Services: $9.84 Billion
Energy: $6.33 Billion
Financial Services: $5.84 Billion
Industrials: $3.13 Billion
Consumer Defensive: $2.84 Billion
Other: $109 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $155 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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