St. Louis Financial Planners Asset Management, LLC Top Holdings and 13F Report (2026) About St. Louis Financial Planners Asset Management, LLCInvestment ActivitySt. Louis Financial Planners Asset Management, LLC has $176.40 million in total holdings as of March 31, 2026.St. Louis Financial Planners Asset Management, LLC owns shares of 33 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 40.19% of the portfolio was purchased this quarter.About 33.60% of the portfolio was sold this quarter.This quarter, St. Louis Financial Planners Asset Management, LLC has purchased 43 new stocks and bought additional shares in 12 stocks.St. Louis Financial Planners Asset Management, LLC sold shares of 11 stocks and completely divested from 19 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $51,441,897iShares Treasury Floating Rate Bond ETF $18,248,634Invesco BulletShares 2026 Corporate Bond ETF $13,666,023Johnson & Johnson $6,741,530Micron Technology $6,104,184 Largest New Holdings this Quarter 958102105 - Western Digital $5,049,441 Holding713448108 - PepsiCo $4,120,021 Holding437076102 - Home Depot $3,951,996 Holding651639106 - Newmont $3,571,228 Holding459200101 - International Business Machines $2,563,388 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 408,873 shares (about $37.47M)Western Digital 18,667 shares (about $5.05M)PepsiCo 26,531 shares (about $4.12M)Home Depot 12,016 shares (about $3.95M)Newmont 32,990 shares (about $3.57M) Largest Sales this Quarter Alphabet 6,561 shares (about $1.89M)Merck & Co., Inc. 6,969 shares (about $838.31K)ExxonMobil 4,863 shares (about $825.08K)Chevron 3,333 shares (about $689.62K)WALMART INC 4,076 shares (about $506.57K) 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$51,441,897$37,469,164 â–²268.2%561,34729.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$18,248,634$101,159 â–¼-0.6%360,43110.3%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$13,666,023$1,773,246 â–²14.9%699,7457.7%ETFJNJJohnson & Johnson$6,741,530$1,260,599 â–²23.0%27,5793.8%MedicalMUMicron Technology$6,104,184$497,646 â–²8.9%18,0683.5%Computer and TechnologyWDCWestern Digital$5,049,441$5,049,441 â–²New Holding18,6672.9%Computer and TechnologyCVXChevron$4,381,225$689,616 â–¼-13.6%21,1752.5%EnergyXOMExxonMobil$4,352,762$825,082 â–¼-15.9%25,6552.5%EnergyMRKMerck & Co., Inc.$4,267,810$838,309 â–¼-16.4%35,4792.4%MedicalWBDWarner Bros. Discovery$4,184,274$1,894,439 â–²82.7%152,3772.4%Consumer DiscretionaryPEPPepsiCo$4,120,021$4,120,021 â–²New Holding26,5312.3%Consumer StaplesKOCocaCola$4,003,639$3,173,920 â–²382.5%52,6442.3%Consumer StaplesHDHome Depot$3,951,996$3,951,996 â–²New Holding12,0162.2%Retail/WholesalePGProcter & Gamble$3,733,617$62,834 â–²1.7%25,8482.1%Consumer StaplesNEMNewmont$3,571,228$3,571,228 â–²New Holding32,9902.0%Basic MaterialsGOOGLAlphabet$3,463,248$1,886,770 â–¼-35.3%12,0432.0%Computer and TechnologyAAPLApple$3,030,368$162,432 â–¼-5.1%11,9401.7%Computer and TechnologyNFLXNetflix$2,973,739$174,801 â–²6.2%30,9281.7%Consumer DiscretionaryAMZNAmazon.com$2,809,693$159,542 â–²6.0%13,4901.6%Retail/WholesaleWALMART INC$2,789,099$506,567 â–¼-15.4%22,4421.6%COMAMDAdvanced Micro Devices$2,737,408$320,409 â–¼-10.5%13,4561.6%Computer and TechnologyCSCOCisco Systems$2,622,435$242,318 â–¼-8.5%33,7981.5%Computer and TechnologyORCLOracle$2,575,189$251,855 â–²10.8%17,5051.5%Computer and TechnologyCRMSalesforce$2,571,919$540,445 â–²26.6%13,7771.5%Computer and TechnologyIBMInternational Business Machines$2,563,388$2,563,388 â–²New Holding10,5751.5%Computer and TechnologyWFCWells Fargo & Company$2,517,192$5,573 â–²0.2%31,6191.4%FinanceBACBank of America$2,484,893$42,754 â–¼-1.7%50,9721.4%FinanceEZAiShares MSCI South Africa ETF$1,762,085$1,762,085 â–²New Holding25,9891.0%ETFIHEiShares U.S. Pharmaceuticals ETF$1,196,544$1,196,544 â–²New Holding13,8040.7%ETFCVSCVS Health$830,430$51,498 â–¼-5.8%11,5620.5%MedicalMNSTMonster Beverage$808,652$808,652 â–²New Holding11,1590.5%Consumer StaplesEWCiShares MSCI Canada ETF$605,351$605,351 â–²New Holding11,0480.3%ETFSPROTT ASSET MANAGEMENT LP$244,1430.0%10,0100.1%PHYSICAL SILVERPALANTIR TECHNOLOGIES INC$0$8,451,504 â–¼-100.0%00.0%CL AAVGOBroadcom$0$4,785,469 â–¼-100.0%00.0%Computer and TechnologyABBVAbbVie$0$3,743,492 â–¼-100.0%00.0%MedicalVZVerizon Communications$0$3,707,071 â–¼-100.0%00.0%Computer and TechnologyTAT&T$0$3,679,451 â–¼-100.0%00.0%Computer and TechnologyRTXRTX$0$3,348,146 â–¼-100.0%00.0%AerospaceNVDANVIDIA$0$3,091,011 â–¼-100.0%00.0%Computer and TechnologyCCitigroup$0$2,954,949 â–¼-100.0%00.0%Financial ServicesDISWalt Disney$0$2,884,307 â–¼-100.0%00.0%Consumer DiscretionaryMSMorgan Stanley$0$2,870,073 â–¼-100.0%00.0%FinanceITAiShares U.S. Aerospace & Defense ETF$0$2,821,839 â–¼-100.0%00.0%ETFABTAbbott Laboratories$0$2,806,381 â–¼-100.0%00.0%MedicalEWYiShares MSCI South Korea ETF$0$2,304,126 â–¼-100.0%00.0%ETFEWPiShares MSCI Spain ETF$0$1,749,034 â–¼-100.0%00.0%ETFAPHAmphenol$0$1,351,649 â–¼-100.0%00.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$0$1,210,126 â–¼-100.0%00.0%ETFIDViShares International Select Dividend ETF$0$1,169,871 â–¼-100.0%00.0%ETFINTCIntel$0$647,455 â–¼-100.0%00.0%Computer and TechnologyADVAdvantage Solutions$0$26,113 â–¼-100.0%00.0%Consumer DiscretionaryShowing 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 Email Me a Login Link 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.
