St. Louis Financial Planners Asset Management, LLC Top Holdings and 13F Report (2025) About St. Louis Financial Planners Asset Management, LLCInvestment ActivitySt. Louis Financial Planners Asset Management, LLC has $155.09 million in total holdings as of September 30, 2025.St. Louis Financial Planners Asset Management, LLC owns shares of 37 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 28.27% of the portfolio was purchased this quarter.About 18.10% of the portfolio was sold this quarter.This quarter, St. Louis Financial Planners Asset Management, LLC has purchased 35 new stocks and bought additional shares in 15 stocks.St. Louis Financial Planners Asset Management, LLC sold shares of 8 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $36,731,367iShares Treasury Floating Rate Bond ETF $17,268,041Invesco BulletShares 2025 Corporate Bond ETF $10,451,939PALANTIR TECHNOLOGIES INC $9,233,873Broadcom $5,164,568 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $4,330,970 Holding00287Y109 - AbbVie $3,387,590 Holding90353T100 - Uber Technologies $3,160,341 Holding459200101 - International Business Machines $3,125,310 Holding882508104 - Texas Instruments $3,073,773 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 99,351 shares (about $9.12M)UnitedHealth Group 12,542 shares (about $4.33M)AbbVie 14,630 shares (about $3.39M)Uber Technologies 32,258 shares (about $3.16M)International Business Machines 11,076 shares (about $3.13M) Largest Sales this Quarter AT&T 116,126 shares (about $3.28M)NVIDIA 8,121 shares (about $1.52M)Advanced Micro Devices 3,024 shares (about $489.27K)PALANTIR TECHNOLOGIES INC 2,443 shares (about $445.66K)Walt Disney 2,801 shares (about $320.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSt. Louis Financial Planners Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$36,731,367$9,115,474 ▲33.0%400,34123.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$17,268,041$2,289,603 ▲15.3%341,33311.1%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$10,451,939$559,458 ▲5.7%505,1686.7%ETFPALANTIR TECHNOLOGIES INC$9,233,873$445,659 ▼-4.6%50,6186.0%CL AAVGOBroadcom$5,164,568$124,710 ▼-2.4%15,6543.3%Computer and TechnologyORCLOracle$4,811,587$263,248 ▲5.8%17,1083.1%Computer and TechnologyUNHUnitedHealth Group$4,330,970$4,330,970 ▲New Holding12,5422.8%MedicalGOOGLAlphabet$3,805,388$127,875 ▲3.5%15,6532.5%Computer and TechnologyAMDAdvanced Micro Devices$3,571,011$489,273 ▼-12.1%22,0712.3%Computer and TechnologyABBVAbbVie$3,387,590$3,387,590 ▲New Holding14,6302.2%MedicalAAPLApple$3,241,250$114,840 ▼-3.4%12,7292.1%Computer and TechnologyUBERUber Technologies$3,160,341$3,160,341 ▲New Holding32,2582.0%Computer and TechnologyRTXRTX$3,130,659$32,630 ▲1.1%18,7092.0%AerospaceIBMInternational Business Machines$3,125,310$3,125,310 ▲New Holding11,0762.0%Computer and TechnologyNVDANVIDIA$3,107,540$1,515,241 ▼-32.8%16,6552.0%Computer and TechnologyXOMExxon Mobil$3,086,389$95,840 ▲3.2%27,3732.0%EnergyTXNTexas Instruments$3,073,773$3,073,773 ▲New Holding16,7292.0%Computer and TechnologyJNJJohnson & Johnson$3,072,329$3,072,329 ▲New Holding16,5692.0%MedicalVZVerizon Communications$2,952,246$913,820 ▲44.8%67,1721.9%Computer and TechnologyMRKMerck & Co., Inc.$2,909,136$24,256 ▲0.8%34,6611.9%MedicalCVXChevron$2,901,283$34,319 ▲1.2%18,6831.9%EnergyBACBank of America$2,890,150$99,828 ▼-3.3%56,0211.9%FinanceWMTWalmart$2,838,826$2,838,826 ▲New Holding27,5451.8%Retail/WholesaleWFCWells Fargo & Company$2,788,795$2,788,795 ▲New Holding33,2711.8%FinanceDISWalt Disney$2,742,572$320,722 ▼-10.5%23,9521.8%Consumer DiscretionaryCSCOCisco Systems$2,712,193$36,058 ▲1.3%39,6401.7%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$2,545,681$131,467 ▲5.4%28,4841.6%ETFCVSCVS Health$1,594,918$785,585 ▲97.1%21,1551.0%MedicalEWPiShares MSCI Spain ETF$1,458,719$1,458,719 ▲New Holding29,4690.9%ETFIDViShares International Select Dividend ETF$1,334,269$1,334,269 ▲New Holding39,7450.9%ETFINTCIntel$723,534$723,534 ▲New Holding21,5650.5%Computer and TechnologyTAT&T$290,267$3,279,582 ▼-91.9%10,2780.2%Computer and TechnologyECEcopetrol$179,542$18,291 ▲11.3%19,4940.1%EnergyPBRPetroleo Brasileiro S.A.- Petrobras$166,223$14,395 ▲9.5%13,1290.1%EnergySPROTT ASSET MANAGEMENT LP$157,1570.0%10,0100.1%PHYSICAL SILVERAGNCAGNC Investment$108,985$108,985 ▲New Holding11,1320.1%FinanceADVAdvantage Solutions$45,4010.0%29,6740.0%Consumer DiscretionaryAMZNAmazon.com$0$2,972,167 ▼-100.0%00.0%Retail/WholesaleGEGE Aerospace$0$2,910,856 ▼-100.0%00.0%AerospacePEPPepsiCo$0$2,835,135 ▼-100.0%00.0%Consumer StaplesQCOMQUALCOMM$0$2,535,699 ▼-100.0%00.0%Computer and TechnologyABTAbbott Laboratories$0$2,489,133 ▼-100.0%00.0%MedicalPMPhilip Morris International$0$2,437,470 ▼-100.0%00.0%Consumer StaplesPGProcter & Gamble$0$2,153,671 ▼-100.0%00.0%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$0$2,102,671 ▼-100.0%00.0%ETFIYZiShares U.S. Telecommunications ETF$0$639,842 ▼-100.0%00.0%ETFONON Semiconductor$0$601,718 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
