The Analysis of St. Louis Financial Planners Asset Management, LLC's Holdings
Currently, St. Louis Financial Planners Asset Management, LLC holds 37 types of securities in its portfolio with a total value $155.1M. In the most recent quarter, they have increased their positions in BIL (+99.4K shares, valued at $9.1M), UNH (+12.5K shares, valued at $4.3M), ABBV (+14.6K shares, valued at $3.4M); decreased their positions in T (-116.1K shares, valued at $3.3M), NVDA (-8.1K shares, valued at $1.5M), AMD (-3.0K shares, valued at $489.3K); initiated new positions in UNH (+12.5K shares, valued at $4.3M), ABBV (+14.6K shares, valued at $3.4M), UBER (+32.3K shares, valued at $3.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIL SPDR SERIES TRUST400.3K shares33.01%2025-09-302025-10-02
TFLO ISHARES TR341.3K shares15.29%2025-09-302025-10-02 BSCP INVESCO EXCH TRD SLF IDX FD505.2K shares5.66%2025-09-302025-10-02 PLTR PALANTIR TECHNOLOGIES INC50.6K shares-4.60%2025-09-302025-10-02 AVGO BROADCOM INC15.7K shares-2.36%2025-09-302025-10-02 ORCL ORACLE CORP17.1K shares5.79%2025-09-302025-10-02 UNH UNITEDHEALTH GROUP INC12.5K sharesnew addition2025-09-302025-10-02 GOOGL ALPHABET INC15.7K shares3.48%2025-09-302025-10-02 AMD ADVANCED MICRO DEVICES INC22.1K shares-12.05%2025-09-302025-10-02 ABBV ABBVIE INC14.6K sharesnew addition2025-09-302025-10-02 AAPL APPLE INC12.7K shares-3.42%2025-09-302025-10-02 UBER UBER TECHNOLOGIES INC32.3K sharesnew addition2025-09-302025-10-02 RTX RTX CORPORATION18.7K shares1.05%2025-09-302025-10-02 IBM INTERNATIONAL BUSINESS MACHS11.1K sharesnew addition2025-09-302025-10-02 NVDA NVIDIA CORPORATION16.7K shares-32.78%2025-09-302025-10-02 XOM EXXON MOBIL CORP27.4K shares3.20%2025-09-302025-10-02 TXN TEXAS INSTRS INC16.7K sharesnew addition2025-09-302025-10-02 JNJ JOHNSON & JOHNSON16.6K sharesnew addition2025-09-302025-10-02 VZ VERIZON COMMUNICATIONS INC67.2K shares44.83%2025-09-302025-10-02 MRK MERCK & CO INC34.7K shares0.84%2025-09-302025-10-02 CVX CHEVRON CORP NEW18.7K shares1.20%2025-09-302025-10-02 BAC BANK AMERICA CORP56.0K shares-3.34%2025-09-302025-10-02 WMT WALMART INC27.5K sharesnew addition2025-09-302025-10-02 WFC WELLS FARGO CO NEW33.3K sharesnew addition2025-09-302025-10-02 DIS DISNEY WALT CO24.0K shares-10.47%2025-09-302025-10-02 CSCO CISCO SYS INC39.6K shares1.35%2025-09-302025-10-02 TLT ISHARES TR28.5K shares5.45%2025-09-302025-10-02 CVS CVS HEALTH CORP21.2K shares97.07%2025-09-302025-10-02 EWP ISHARES INC29.5K sharesnew addition2025-09-302025-10-02 IDV ISHARES TR39.7K sharesnew addition2025-09-302025-10-02 INTC INTEL CORP21.6K sharesnew addition2025-09-302025-10-02 T AT&T INC10.3K shares-91.87%2025-09-302025-10-02 EC ECOPETROL S A19.5K shares11.34%2025-09-302025-10-02 PBR PETROLEO BRASILEIRO SA PETRO13.1K shares9.48%2025-09-302025-10-02 PSLV SPROTT ASSET MANAGEMENT LP10.0K shares0.00%2025-09-302025-10-02 AGNC AGNC INVT CORP11.1K sharesnew addition2025-09-302025-10-02 ADV ADVANTAGE SOLUTIONS INC29.7K shares0.00%2025-09-302025-10-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available