Sponsored

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

Currently, St. Louis Financial Planners Asset Management, LLC holds 30 types of securities in its portfolio with a total value $187.5M. In the most recent quarter, they have increased their positions in BSCQ (+2.0M shares, valued at $38.8M), N/A (+19.2K shares, valued at $5.0M), ABT (+51.4K shares, valued at $4.9M); decreased their positions in BIL (-381.7K shares, valued at $34.9M), TFLO (-298.9K shares, valued at $15.1M), MU (-6.2K shares, valued at $6.1M); initiated new positions in N/A (+19.2K shares, valued at $5.0M), ABT (+51.4K shares, valued at $4.9M), LRCX (+12.4K shares, valued at $4.3M).

1M P&L

-6.9M-4.02%

3M P&L

+13.0M+8.58%

HY P&L

+16.4M+11.06%

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/A72.2M

42.9%

2Semiconductors24.6M

14.6%

3Drug Manufacturers - General8.5M

5.1%

Top Industries by Stock Count

1Semiconductors4 stocks

16.0%

2N/A4 stocks

16.0%

3Banks - Diversified2 stocks

8.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BSCQ INVESCO EXCH TRD SLF IDX FD2.7M shares283.51%2026-06-302026-07-07

BIL SPDR SERIES TRUST179.7K shares-67.99%2026-06-302026-07-07

MU MICRON TECHNOLOGY INC11.8K shares-34.52%2026-06-302026-07-07

WDC WESTERN DIGITAL CORP12.2K shares-34.73%2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC11.1K shares-17.50%2026-06-302026-07-07

ABBVIE INC ABBVIE INC19.2K sharesnew addition2026-06-302026-07-07

MRK MERCK & CO INC38.5K shares8.54%2026-06-302026-07-07

HD HOME DEPOT INC13.9K shares15.35%2026-06-302026-07-07

Sponsored

ABT ABBOTT LABORATORIES51.4K sharesnew addition2026-06-302026-07-07

PG PROCTER & GAMBLE CO30.9K shares19.66%2026-06-302026-07-07

KO COCA COLA CO54.3K shares3.15%2026-06-302026-07-07

LRCX LAM RESEARCH CORP12.4K sharesnew addition2026-06-302026-07-07

IBM INTERNATIONAL BUSINESS MACHS14.2K shares34.60%2026-06-302026-07-07

INTC INTEL CORP34.2K sharesnew addition2026-06-302026-07-07

GE GE AEROSPACE10.7K sharesnew addition2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC33.7K shares-0.26%2026-06-302026-07-07

Sponsored

VISA INC VISA INC10.2K sharesnew addition2026-06-302026-07-07

AAPL APPLE INC11.8K shares-0.91%2026-06-302026-07-07

RTX CORPORATION RTX CORPORATION18.2K sharesnew addition2026-06-302026-07-07

AXP AMERICAN EXPRESS CO10.2K sharesnew addition2026-06-302026-07-07

CRM SALESFORCE INC21.4K shares55.54%2026-06-302026-07-07

JNJ JOHNSON & JOHNSON13.5K shares-50.97%2026-06-302026-07-07

AMZN AMAZON COM INC14.5K shares7.64%2026-06-302026-07-07

C CITIGROUP INC25.1K sharesnew addition2026-06-302026-07-07

Sponsored

MS MORGAN STANLEY16.1K sharesnew addition2026-06-302026-07-07

WFC WELLS FARGO & CO40.0K shares26.36%2026-06-302026-07-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC25.1K sharesnew addition2026-06-302026-07-07

NVDA NVIDIA CORPORATION16.3K sharesnew addition2026-06-302026-07-07

TFLO ISHARES TR61.5K shares-82.93%2026-06-302026-07-07

PSLV SPROTT ASSET MANAGEMENT LP10.0K shares0.00%2026-06-302026-07-07

BSCQ

INVESCO EXCH TRD SLF IDX FD

283.51%

Shares2.7M

Event2026-06-30

Filed2026-07-07

BIL

SPDR SERIES TRUST

-67.99%

Shares179.7K

Event2026-06-30

Filed2026-07-07

MICRON TECHNOLOGY INC

-34.52%

Shares11.8K

Event2026-06-30

Filed2026-07-07

WDC

WESTERN DIGITAL CORP

-34.73%

Shares12.2K

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

-17.50%

Shares11.1K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

New

Shares19.2K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

8.54%

Shares38.5K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

15.35%

Shares13.9K

Event2026-06-30

Filed2026-07-07

ABT

ABBOTT LABORATORIES

New

Shares51.4K

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

19.66%

Shares30.9K

Event2026-06-30

Filed2026-07-07

COCA COLA CO

3.15%

Shares54.3K

Event2026-06-30

Filed2026-07-07

LRCX

LAM RESEARCH CORP

New

Shares12.4K

Event2026-06-30

Filed2026-07-07

IBM

INTERNATIONAL BUSINESS MACHS

34.60%

Shares14.2K

Event2026-06-30

Filed2026-07-07

INTC

INTEL CORP

New

Shares34.2K

Event2026-06-30

Filed2026-07-07

GE AEROSPACE

New

Shares10.7K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

-0.26%

Shares33.7K

Event2026-06-30

Filed2026-07-07

VISA INC

New

Shares10.2K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

-0.91%

Shares11.8K

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

New

Shares18.2K

Event2026-06-30

Filed2026-07-07

AXP

AMERICAN EXPRESS CO

New

Shares10.2K

Event2026-06-30

Filed2026-07-07

CRM

SALESFORCE INC

55.54%

Shares21.4K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

-50.97%

Shares13.5K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

7.64%

Shares14.5K

Event2026-06-30

Filed2026-07-07

CITIGROUP INC

New

Shares25.1K

Event2026-06-30

Filed2026-07-07

MORGAN STANLEY

New

Shares16.1K

Event2026-06-30

Filed2026-07-07

WFC

WELLS FARGO & CO

26.36%

Shares40.0K

Event2026-06-30

Filed2026-07-07

PALANTIR TECHNOLOGIES INC

New

Shares25.1K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

New

Shares16.3K

Event2026-06-30

Filed2026-07-07

TFLO

ISHARES TR

-82.93%

Shares61.5K

Event2026-06-30

Filed2026-07-07

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available