SL
| |
St. Louis Financial Planners Asset Management, LLC13F | |
| St. Louis Financial Planners Asset Management, LLC | |
| Last update 2025-07-09 | 35 Stocks (16 new) |
| Value $131.00 Mil | Turnover 37 % |
St. Louis Financial Planners A... Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 300,990 | 27,609.8 | -51.39% | 21.050 | -21.81% | 0.060 | +1.05% | +2.34% | 41,778.1 | ||
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 296,075 | 14,996.2 | +2.37% | 11.430 | +0.26% | 0.220 | +1.11% | +2.43% | 6,736.0 | ||
BSCP |
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
| 478,128 | 9,887.7 | +28.81% | 7.540 | +1.69% | 0.300 | +1.13% | +2.55% | 3,218.3 | ||
PLTR | Palantir Technologies Inc | 53,061 | 7,233.3 | -10.49% | 5.510 | -0.39% | 0.000 | +53.37% | +104.46% | 364,913.3 | Software | |
AVGO | Broadcom Inc | 16,032 | 4,419.2 | New Holding | 3.370 | +3.37% | 0.000 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
NVDA | NVIDIA Corp | 24,776 | 3,914.4 | New Holding | 2.980 | +2.98% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
T | AT&T Inc | 126,404 | 3,658.1 | +874.21% | 2.790 | +2.50% | 0.000 | +3.08% | +25.97% | 198,717.8 | Telecommunication Services | |
AMD | Advanced Micro Devices Inc | 25,095 | 3,561.0 | +8.59% | 2.710 | +0.21% | 0.000 | +75.52% | +31.34% | 257,235.8 | Semiconductors | |
ORCL | Oracle Corp | 16,172 | 3,535.8 | New Holding | 2.700 | +2.70% | 0.000 | +84.49% | +46.35% | 679,456.7 | Software | |
DIS | The Walt Disney Co | 26,753 | 3,317.7 | New Holding | 2.530 | +2.53% | 0.000 | +41.44% | +10.88% | 221,014.9 | Media - Diversified |
St. Louis Financial Planners Asset Management, LLC's Historical Top Holdings Breakdowns
St. Louis Financial Planners Asset Management, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Reduce Reduce | -21.81% | 91.43 ($91.58) 91.74 | $91.68 | 0.11% | Reduce -51.39% | 300,990 | -318,165 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Sold Out Sold Out | -8.27% | 496.48 ($571.44) 617.85 | $634.21 | 10.98% | Sold Out | 0 | -19,786 | |
AVGO | Broadcom Inc | 2025-06-30 | New Buy New Buy | +3.37% | 146.29 ($216.36) 275.65 | $283.69 | 31.12% | New holding | 16,032 | 16,032 | |
TSLA | Tesla Inc | 2025-06-30 | Sold Out Sold Out | -3.01% | 221.86 ($300.61) 362.89 | $332.56 | 10.63% | Sold Out | 0 | -15,564 | |
NVDA | NVIDIA Corp | 2025-06-30 | New Buy New Buy | +2.98% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | New holding | 24,776 | 24,776 | |
ORCL | Oracle Corp | 2025-06-30 | New Buy New Buy | +2.70% | 122.82 ($161.13) 218.63 | $241.90 | 50.13% | New holding | 16,172 | 16,172 | |
DIS | The Walt Disney Co | 2025-06-30 | New Buy New Buy | +2.53% | 81.72 ($103.82) 124.01 | $122.94 | 18.42% | New holding | 26,753 | 26,753 | |
T | AT&T Inc | 2025-06-30 | Add Add | +2.50% | 26.33 ($27.57) 28.94 | $27.75 | 0.65% | Add 874.21% | 126,404 | 113,429 | |
APP | AppLovin Corp | 2025-06-30 | Sold Out Sold Out | -2.44% | 219.37 ($323.27) 417.89 | $362.12 | 12.02% | Sold Out | 0 | -12,304 | |
PEP | PepsiCo Inc | 2025-06-30 | New Buy New Buy | +2.16% | 128.02 ($134.95) 151.37 | $145.66 | 7.94% | New holding | 21,471 | 21,471 |
St. Louis Financial Planners Asset Management, LLC Total Holding History ($B)
St. Louis Financial Planners Asset Management, LLC's Asset Allocation
St. Louis Financial Planners Asset Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
St. Louis Financial Planners Asset Management, LLC's Hypothetical Growth since 2025-06-30
St. Louis Financial Planners Asset Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
St. Louis Financial Planners Asset Management, LLC's Holdings Heat Map
Size field:
St. Louis Financial Planners Asset Management, LLC's Holdings Bubble Chart
St. Louis Financial Planners Asset Management, LLC News
- 1
Discussions on St. Louis Financial Planners Asset Management, LLC
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers