St. Louis Financial Planners Asset Management, LLC Portfolio Holdings by Sector
St. Louis Financial Planners Asset Management, LLC
- $111 Billion
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIL IJR TFLO SPY BSCO BSCP XLK XLV 10 stocks |
$67.7 Million
60.89% of portfolio
|
7
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AMD QCOM TXN INTC 4 stocks |
$7.26 Million
6.53% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV MRK PFE 3 stocks |
$6.32 Million
5.68% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$4.37 Million
3.94% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC BAC 2 stocks |
$4.1 Million
3.69% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$3.77 Million
3.39% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$2.25 Million
2.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2.02 Million
1.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$2.01 Million
1.81% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.01 Million
1.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$1.99 Million
1.79% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1.96 Million
1.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.9 Million
1.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL 1 stocks |
$1.81 Million
1.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$1.43 Million
1.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PFN PSLV 2 stocks |
$259,272
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|