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The Analysis of St. Louis Financial Planners Asset Management, LLC's Holdings & P&L

Currently, St. Louis Financial Planners Asset Management, LLC holds 33 types of securities in its portfolio with a total value $176.4M. In the most recent quarter, they have increased their positions in BIL (+408.9K shares, valued at $37.5M), WDC (+18.7K shares, valued at $5.0M), PEP (+26.5K shares, valued at $4.1M); decreased their positions in N/A (-6.6K shares, valued at $1.9M), N/A (-7.0K shares, valued at $838.3K), XOM (-4.9K shares, valued at $825.1K); initiated new positions in WDC (+18.7K shares, valued at $5.0M), PEP (+26.5K shares, valued at $4.1M), HD (+12.0K shares, valued at $4.0M).

1M P&L

+10.6M+6.01%

3M P&L

+14.1M+8.19%

HY P&L

+24.5M+15.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A87.2M

51.7%

2Beverages - Non-Alcoholic8.9M

5.3%

3Semiconductors8.8M

5.2%

Top Industries by Stock Count

1N/A7 stocks

22.6%

2Beverages - Non-Alcoholic3 stocks

9.7%

3Semiconductors2 stocks

6.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST561.3K shares268.16%2026-03-312026-04-07

TFLO ISHARES TR360.4K shares-0.55%2026-03-312026-04-07

BSCQ INVESCO EXCH TRD SLF IDX FD699.7K shares14.91%2026-03-312026-04-07

JNJ JOHNSON & JOHNSON27.6K shares23.00%2026-03-312026-04-07

MU MICRON TECHNOLOGY INC18.1K shares8.88%2026-03-312026-04-07

WDC WESTERN DIGITAL CORP18.7K sharesnew addition2026-03-312026-04-07

CVX CHEVRON CORPORATION21.2K shares-13.60%2026-03-312026-04-07

XOM EXXON MOBIL CORP25.7K shares-15.93%2026-03-312026-04-07

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MERCK & CO INC MERCK & CO INC35.5K shares-16.42%2026-03-312026-04-07

WBD WARNER BROS DISCOVERY INC152.4K shares82.73%2026-03-312026-04-07

PEP PEPSICO INC26.5K sharesnew addition2026-03-312026-04-07

KO COCA COLA CO52.6K shares382.53%2026-03-312026-04-07

HD HOME DEPOT INC12.0K sharesnew addition2026-03-312026-04-07

PG PROCTER & GAMBLE CO25.8K shares1.71%2026-03-312026-04-07

NEM NEWMONT CORP33.0K sharesnew addition2026-03-312026-04-07

ALPHABET INC ALPHABET INC12.0K shares-35.27%2026-03-312026-04-07

Sponsored

AAPL APPLE INC11.9K shares-5.09%2026-03-312026-04-07

NFLX NETFLIX INC.30.9K shares6.25%2026-03-312026-04-07

AMZN AMAZON COM INC13.5K shares6.02%2026-03-312026-04-07

WMT WALMART INC22.4K shares-15.37%2026-03-312026-04-07

AMD ADVANCED MICRO DEVICES INC13.5K shares-10.48%2026-03-312026-04-07

CSCO CISCO SYS INC33.8K shares-8.46%2026-03-312026-04-07

ORCL ORACLE CORP17.5K shares10.84%2026-03-312026-04-07

CRM SALESFORCE INC13.8K shares26.60%2026-03-312026-04-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS10.6K sharesnew addition2026-03-312026-04-07

WFC WELLS FARGO & CO31.6K shares0.22%2026-03-312026-04-07

BAC BANK AMERICA CORP51.0K shares-1.69%2026-03-312026-04-07

EZA ISHARES INC26.0K sharesnew addition2026-03-312026-04-07

IHE ISHARES TR13.8K sharesnew addition2026-03-312026-04-07

CVS CVS HEALTH CORP11.6K shares-5.84%2026-03-312026-04-07

MNST MONSTER BEVERAGE CORP NEW11.2K sharesnew addition2026-03-312026-04-07

EWC ISHARES INC11.0K sharesnew addition2026-03-312026-04-07

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP10.0K shares0.00%2026-03-312026-04-07

BIL

SPDR SERIES TRUST

268.16%

Shares561.3K

Event2026-03-31

Filed2026-04-07

TFLO

ISHARES TR

-0.55%

Shares360.4K

Event2026-03-31

Filed2026-04-07

BSCQ

INVESCO EXCH TRD SLF IDX FD

14.91%

Shares699.7K

Event2026-03-31

Filed2026-04-07

JNJ

JOHNSON & JOHNSON

23.00%

Shares27.6K

Event2026-03-31

Filed2026-04-07

MICRON TECHNOLOGY INC

8.88%

Shares18.1K

Event2026-03-31

Filed2026-04-07

WDC

WESTERN DIGITAL CORP

New

Shares18.7K

Event2026-03-31

Filed2026-04-07

CVX

CHEVRON CORPORATION

-13.60%

Shares21.2K

Event2026-03-31

Filed2026-04-07

XOM

EXXON MOBIL CORP

-15.93%

Shares25.7K

Event2026-03-31

Filed2026-04-07

MERCK & CO INC

-16.42%

Shares35.5K

Event2026-03-31

Filed2026-04-07

WBD

WARNER BROS DISCOVERY INC

82.73%

Shares152.4K

Event2026-03-31

Filed2026-04-07

PEP

PEPSICO INC

New

Shares26.5K

Event2026-03-31

Filed2026-04-07

COCA COLA CO

382.53%

Shares52.6K

Event2026-03-31

Filed2026-04-07

HOME DEPOT INC

New

Shares12.0K

Event2026-03-31

Filed2026-04-07

PROCTER & GAMBLE CO

1.71%

Shares25.8K

Event2026-03-31

Filed2026-04-07

NEM

NEWMONT CORP

New

Shares33.0K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

-35.27%

Shares12.0K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

-5.09%

Shares11.9K

Event2026-03-31

Filed2026-04-07

NFLX

NETFLIX INC.

6.25%

Shares30.9K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

6.02%

Shares13.5K

Event2026-03-31

Filed2026-04-07

WMT

WALMART INC

-15.37%

Shares22.4K

Event2026-03-31

Filed2026-04-07

AMD

ADVANCED MICRO DEVICES INC

-10.48%

Shares13.5K

Event2026-03-31

Filed2026-04-07

CSCO

CISCO SYS INC

-8.46%

Shares33.8K

Event2026-03-31

Filed2026-04-07

ORCL

ORACLE CORP

10.84%

Shares17.5K

Event2026-03-31

Filed2026-04-07

CRM

SALESFORCE INC

26.60%

Shares13.8K

Event2026-03-31

Filed2026-04-07

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares10.6K

Event2026-03-31

Filed2026-04-07

WFC

WELLS FARGO & CO

0.22%

Shares31.6K

Event2026-03-31

Filed2026-04-07

BAC

BANK AMERICA CORP

-1.69%

Shares51.0K

Event2026-03-31

Filed2026-04-07

EZA

ISHARES INC

New

Shares26.0K

Event2026-03-31

Filed2026-04-07

IHE

ISHARES TR

New

Shares13.8K

Event2026-03-31

Filed2026-04-07

CVS

CVS HEALTH CORP

-5.84%

Shares11.6K

Event2026-03-31

Filed2026-04-07

MNST

MONSTER BEVERAGE CORP NEW

New

Shares11.2K

Event2026-03-31

Filed2026-04-07

EWC

ISHARES INC

New

Shares11.0K

Event2026-03-31

Filed2026-04-07

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available