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Size ($ in 1000's)
At 03/31/2024: $111,158
At 12/31/2023: $107,332
St. Louis Financial Planners Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from St. Louis Financial Planners Asset Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the St. Louis Financial Planners Asset Management LLC top holdings by largest position size, as per the latest 13f filing made by St. Louis Financial Planners Asset Management LLC.
In the St. Louis Financial Planners Asset Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by St. Louis Financial Planners Asset Management LLC in that top holding, then the share count change between reporting periods, and finally the St. Louis Financial Planners Asset Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (BIL) |
267,046 |
-10,250 |
$24,419 | | BIL | 267,046 | -10,250 | $24,419 | | ISHARES TR (IJR) |
100,731 |
-454 |
$10,896 | | IJR | 100,731 | -454 | $10,896 | | ISHARES TR (TFLO) |
213,760 |
+17,705 |
$10,788 | | TFLO | 213,760 | +17,705 | $10,788 | | SPDR S&P 500 ETF TR (SPY) |
13,427 |
+13,427 |
$6,974 | | SPY | 13,427 | +13,427 | $6,974 | | INVESCO EXCH TRD SLF IDX FD |
173,401 |
+10,001 |
$3,640 | | BSCO | 173,401 | +10,001 | $3,640 | | INVESCO EXCH TRD SLF IDX FD |
176,353 |
+10,455 |
$3,603 | | BSCP | 176,353 | +10,455 | $3,603 | | SELECT SECTOR SPDR TR (XLK) |
16,642 |
+144 |
$3,452 | | XLK | 16,642 | +144 | $3,452 | | ABBVIE INC |
13,186 |
-205 |
$2,338 | | ABBV | 13,186 | -205 | $2,338 | | EXXON MOBIL CORP |
19,476 |
+3,654 |
$2,324 | | XOM | 19,476 | +3,654 | $2,324 | | WELLS FARGO CO NEW |
39,567 |
-6,113 |
$2,261 | | WFC | 39,567 | -6,113 | $2,261 | | DISNEY WALT CO |
18,892 |
-636 |
$2,248 | | DIS | 18,892 | -636 | $2,248 | | CHEVRON CORP NEW |
12,784 |
+1,493 |
$2,051 | | CVX | 12,784 | +1,493 | $2,051 | | MERCK & CO INC |
15,668 |
-113 |
$2,035 | | MRK | 15,668 | -113 | $2,035 | | CISCO SYS INC |
41,536 |
+10,376 |
$2,024 | | CSCO | 41,536 | +10,376 | $2,024 | | VERIZON COMMUNICATIONS INC |
47,032 |
+47,032 |
$2,015 | | VZ | 47,032 | +47,032 | $2,015 | | APPLE INC |
11,857 |
+1,089 |
$2,012 | | AAPL | 11,857 | +1,089 | $2,012 | | ALPHABET INC |
12,817 |
+12,817 |
$1,986 | | GOOGL | 12,817 | +12,817 | $1,986 | | WALMART INC |
32,938 |
+22,037 |
$1,958 | | WMT | 32,938 | +22,037 | $1,958 | | COCA COLA CO |
32,596 |
+32,596 |
$1,950 | | KO | 32,596 | +32,596 | $1,950 | | PFIZER INC |
71,439 |
+71,439 |
$1,945 | | PFE | 71,439 | +71,439 | $1,945 | | ADVANCED MICRO DEVICES INC |
10,568 |
-996 |
$1,911 | | AMD | 10,568 | -996 | $1,911 | | AMAZON COM INC |
10,441 |
-2,554 |
$1,905 | | AMZN | 10,441 | -2,554 | $1,905 | | QUALCOMM INC |
10,834 |
+10,834 |
$1,884 | | QCOM | 10,834 | +10,834 | $1,884 | | TEXAS INSTRS INC |
11,032 |
-1,406 |
$1,879 | | TXN | 11,032 | -1,406 | $1,879 | | BANK AMERICA CORP |
49,031 |
-14,381 |
$1,836 | | BAC | 49,031 | -14,381 | $1,836 | | PEPSICO INC |
10,733 |
+10,733 |
$1,821 | | PEP | 10,733 | +10,733 | $1,821 | | ORACLE CORP |
14,356 |
-166 |
$1,812 | | ORCL | 14,356 | -166 | $1,812 | | INTEL CORP |
39,400 |
+2,414 |
$1,589 | | INTC | 39,400 | +2,414 | $1,589 | | SELECT SECTOR SPDR TR (XLV) |
11,020 |
+198 |
$1,587 | | XLV | 11,020 | +198 | $1,587 | | RTX CORPORATION |
14,668 |
+14,668 |
$1,431 | | RTX | 14,668 | +14,668 | $1,431 | | SELECT SECTOR SPDR TR (XLE) |
14,410 |
-2,644 |
$1,399 | | XLE | 14,410 | -2,644 | $1,399 | | SELECT SECTOR SPDR TR (XLP) |
12,423 |
+12,423 |
$926 | | XLP | 12,423 | +12,423 | $926 | | PIMCO INCOME STRATEGY FD II |
22,394 |
-49 |
$168 | | PFN | 22,394 | -49 | $168 |
See Full List: All Stocks Held By St. Louis Financial Planners Asset Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By St. Louis Financial Planners Asset Management LLC
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