SL

St. Louis Financial Planners Asset Management, LLC

13F
St. Louis Financial Planners Asset Management, LLC
Last update 2024-10-08 31 Stocks (7 new)
Value $126.00 Mil Turnover 37 %
Countries:
Top Holdings: BIL(32.24%)TFLO(10.73%)SPY(9.29%)BSCP(3.40%)BSCO(3.40%)
Summary Stock Picks Current Portfolio
St. Louis Financial Planners A... Top Holdings of 2024-09-30 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
443,699
40,603.0
+201.70%
32.240
+21.55%
0.120
+1.19%
+4.99%
34,277.4
 
TFLO 		iShares Treasury Floating Rate Bond ETF
267,889
13,512.3
+7.62%
10.730
+0.76%
0.190
+1.25%
+5.10%
6,510.8
 
SPY 		S&P 500 ETF TRUST ETF
20,418
11,699.5
-33.79%
9.290
-4.89%
0.000
+7.86%
+28.35%
636,225.1
 
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF
207,587
4,284.6
+14.95%
3.400
+0.44%
0.100
+1.02%
+4.88%
4,063.6
 
BSCO 		Invesco BulletShares 2024 Corporate Bond ETF
202,666
4,282.3
+14.55%
3.400
+0.43%
0.160
+1.04%
+4.81%
2,151.1
 
TSLA 		Tesla Inc
17,100
4,276.5
+50.08%
3.400
+1.13%
0.000
+88.12%
+74.35%
1,400,324.3
Vehicles & Parts
GE 		GE Aerospace
20,462
3,828.2
-22.67%
3.040
-0.82%
0.000
-6.86%
+63.69%
179,671.6
Aerospace & Defense
AAPL 		Apple Inc
11,654
2,643.2
-14.67%
2.100
-0.37%
0.000
+11.71%
+29.59%
3,750,689.2
Hardware
ORCL 		Oracle Corp
14,689
2,509.9
+3.27%
1.990
+0.06%
0.000
+7.07%
+66.19%
484,964.2
Software
AMD 		Advanced Micro Devices Inc
14,010
2,394.4
New Holding
1.900
+1.90%
0.000
-16.76%
-13.99%
205,950.5
Semiconductors

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 ETF2023-03-31Reduce
-65.06%
●
90.88 ($91.34) 91.84
$91.64
0.33%
Reduce -90.11%
79,831
-727,732
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2023-09-30Add
+48.04%
●
91.43 ($91.64) 91.86
$91.64
0%
Add 255.11%
913,362
656,156
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2023-12-31Reduce
-46.57%
●
91.22 ($91.57) 91.84
$91.64
0.08%
Reduce -69.64%
277,296
-636,066
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Add
+21.55%
●
91.42 ($91.63) 91.82
$91.64
0.01%
Add 201.7%
443,699
296,633
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2023-06-30Add
+16.32%
●
90.73 ($91.25) 91.82
$91.64
0.43%
Add 222.19%
257,206
177,375
IJR 		iShares Core S&P Small-Cap ETF2023-03-31New Buy
+12.95%
●
92.27 ($99.66) 107.3
$122.83
23.25%
New holding
117,777
117,777
IJR 		iShares Core S&P Small-Cap ETF2023-09-30Sold Out
-11.54%
●
92.9 ($99.9) 105.16
$122.83
22.95%
Sold Out
0
-115,586
IJR 		iShares Core S&P Small-Cap ETF2023-12-31New Buy
+10.20%
●
87.61 ($96.38) 110.11
$122.83
27.44%
New holding
101,185
101,185
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-06-30Reduce
-9.87%
●
91.42 ($91.61) 91.82
$91.64
0.03%
Reduce -44.93%
147,066
-119,980
IJR 		iShares Core S&P Small-Cap ETF2024-06-30Sold Out
-9.80%
●
102.13 ($106.99) 110.88
$122.83
14.81%
Sold Out
0
-100,731

St. Louis Financial Planners Asset Management, LLC Total Holding History ($B)

To

St. Louis Financial Planners Asset Management, LLC's Asset Allocation

To

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 2024-09-30

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

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