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 $187.54 million in total holdings as of June 30, 2026.St. Louis Financial Planners Asset Management, LLC owns shares of 30 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 48.37% of the portfolio was purchased this quarter.About 55.79% of the portfolio was sold this quarter.This quarter, St. Louis Financial Planners Asset Management, LLC has purchased 33 new stocks and bought additional shares in 9 stocks.St. Louis Financial Planners Asset Management, LLC sold shares of 8 stocks and completely divested from 15 stocks this quarter.Largest Holdings Invesco BulletShares 2026 Corporate Bond ETF $52,424,621SPDR Bloomberg 1-3 Month T-Bill ETF $16,429,997Micron Technology $11,542,640Western Digital $6,567,606Advanced Micro Devices $5,748,345 Largest New Holdings this Quarter 00287Y109 - AbbVie $5,013,079 Holding002824100 - Abbott Laboratories $4,902,977 Holding512807306 - LAM RESEARCH CORP $4,346,358 Holding458140100 - Intel $4,114,998 Holding369604301 - GE Aerospace $4,032,843 Holding Largest Purchases this Quarter Invesco BulletShares 2026 Corporate Bond ETF 1,983,880 shares (about $38.76M)AbbVie 19,202 shares (about $5.01M)Abbott Laboratories 51,393 shares (about $4.90M)LAM RESEARCH CORP 12,368 shares (about $4.35M)Intel 34,191 shares (about $4.11M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 381,667 shares (about $34.90M)iShares Treasury Floating Rate Bond ETF 298,918 shares (about $15.10M)Micron Technology 6,237 shares (about $6.08M)Johnson & Johnson 14,058 shares (about $3.70M)Western Digital 6,483 shares (about $3.49M) 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 PortfolioSectorBSCQInvesco BulletShares 2026 Corporate Bond ETF$52,424,621$38,755,101 â–²283.5%2,683,62528.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$16,429,997$34,899,753 â–¼-68.0%179,6808.8%ETFMUMicron Technology$11,542,640$6,084,984 â–¼-34.5%11,8316.2%Computer and TechnologyWDCWestern Digital$6,567,606$3,494,566 â–¼-34.7%12,1843.5%Computer and TechnologyAMDAdvanced Micro Devices$5,748,345$1,219,471 â–¼-17.5%11,1013.1%Computer and TechnologyABBVAbbVie$5,013,079$5,013,079 â–²New Holding19,2022.7%MedicalMRKMerck & Co., Inc.$4,989,427$392,702 â–²8.5%38,5102.7%MedicalHDHome Depot$4,960,957$660,339 â–²15.4%13,8612.6%Retail/WholesaleABTAbbott Laboratories$4,902,977$4,902,977 â–²New Holding51,3932.6%MedicalPGProcter & Gamble$4,683,114$769,466 â–²19.7%30,9302.5%Consumer StaplesKOCocaCola$4,568,991$139,505 â–²3.1%54,3022.4%Consumer StaplesLAM RESEARCH CORP$4,346,358$4,346,358 â–²New Holding12,3682.3%COM NEWIBMInternational Business Machines$4,121,049$1,059,359 â–²34.6%14,2342.2%Computer and TechnologyINTCIntel$4,114,998$4,114,998 â–²New Holding34,1912.2%Computer and TechnologyGEGE Aerospace$4,032,843$4,032,843 â–²New Holding10,6822.2%AerospaceCSCOCisco Systems$3,798,938$9,804 â–¼-0.3%33,7112.0%Computer and TechnologyVVisa$3,685,275$3,685,275 â–²New Holding10,1762.0%Business ServicesAAPLApple$3,651,659$33,643 â–¼-0.9%11,8311.9%Computer and TechnologyRTXRTX$3,623,874$3,623,874 â–²New Holding18,1871.9%AerospaceAXPAmerican Express$3,590,577$3,590,577 â–²New Holding10,2011.9%FinanceCRMSalesforce$3,559,593$1,271,082 â–²55.5%21,4291.9%Computer and TechnologyJNJJohnson & Johnson$3,556,700$3,697,958 â–¼-51.0%13,5211.9%MedicalAMZNAmazon.com$3,523,810$249,967 â–²7.6%14,5201.9%Retail/WholesaleCCitigroup$3,520,001$3,520,001 â–²New Holding25,1481.9%Financial ServicesMSMorgan Stanley$3,436,854$3,436,854 â–²New Holding16,0651.8%FinanceWFCWells Fargo & Company$3,416,585$712,818 â–²26.4%39,9551.8%FinancePALANTIR TECHNOLOGIES INC$3,247,607$3,247,607 â–²New Holding25,1161.7%CL ANVDANVIDIA$3,183,805$3,183,805 â–²New Holding16,3411.7%Computer and TechnologyTFLOiShares Treasury Floating Rate Bond ETF$3,107,680$15,101,547 â–¼-82.9%61,5131.7%ETFSPROTT ASSET MANAGEMENT LP$194,6940.0%10,0100.1%PHYSICAL SILVERCVXChevron$0$4,381,225 â–¼-100.0%00.0%EnergyXOMExxonMobil$0$4,352,762 â–¼-100.0%00.0%EnergyWBDWarner Bros. Discovery$0$4,184,274 â–¼-100.0%00.0%Consumer DiscretionaryPEPPepsiCo$0$4,120,021 â–¼-100.0%00.0%Consumer StaplesNEMNewmont$0$3,571,228 â–¼-100.0%00.0%Basic MaterialsGOOGLAlphabet$0$3,463,248 â–¼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$2,973,739 â–¼-100.0%00.0%Consumer DiscretionaryWALMART INC$0$2,789,099 â–¼-100.0%00.0%COMORCLOracle$0$2,575,189 â–¼-100.0%00.0%Computer and TechnologyBACBank of America$0$2,484,893 â–¼-100.0%00.0%FinanceEZAiShares MSCI South Africa ETF$0$1,762,085 â–¼-100.0%00.0%ETFIHEiShares U.S. Pharmaceuticals ETF$0$1,196,544 â–¼-100.0%00.0%ETFCVSCVS Health$0$830,430 â–¼-100.0%00.0%MedicalMNSTMonster Beverage$0$808,652 â–¼-100.0%00.0%Consumer StaplesEWCiShares MSCI Canada ETF$0$605,351 â–¼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. 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