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CIK: 0001966171
Total reported value
$187.5M
$187.5M
34 檔
30.2%
As reported in its official Q1 2024 Form 13F filing, St. Louis Financial Planners Asset Management, LLC's tracked investment portfolio stood at $187.5M with 34 total positions.
During Q1 2024, St. Louis Financial Planners Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 21.97% | -20.40% | -3.70% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.80% | — | -0.45% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 9.71% | -8.68% | +9.03% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.27% | — | — | |
| 5 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 3.27% | — | +6.12% | |
| 6 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.24% | — | +6.30% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.11% | — | +0.87% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.10% | +2.67% | NEW | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.09% | -2.47% | EXIT | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 2.03% | +0.39% | -13.38% | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.02% | — | -3.26% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 1.85% | -2.48% | EXIT | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.83% | +0.24% | -0.72% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.82% | +0.54% | +33.30% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.81% | — | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.23% | +10.11% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | -1.96% | EXIT | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.76% | -1.58% | EXIT | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.75% | +0.17% | — | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.75% | — | — | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 1.72% | +1.52% | -8.61% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | +0.29% | -19.65% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.70% | — | — | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.69% | — | -11.30% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.65% | -1.41% | EXIT | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.64% | -2.34% | EXIT | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.63% | -1.46% | EXIT | |
| 28 | INTC | Intel CORP | Stock-Tech | 1.43% | +2.19% | NEW | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 1.43% | — | +1.83% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 1.29% | +1.93% | NEW | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 1.26% | — | -15.50% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.83% | — | — | |
| 33 | PFN | Pimco Income Strategy Fd Ii | Stock-Other | 0.15% | — | -0.22% | |
| 34 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.08% | -0.04% | — |
According to official SEC Form 13F filings, St. Louis Financial Planners Asset Management, LLC reported a total U.S. public equity portfolio value of $187.5M across 34 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BIL, IJR, TFLO) accounted for 30.2% of total reported equity market value during Q1 2024.
During Q1 2024, St. Louis Financial Planners Asset Management, LLC's top holdings by market value included BIL (22.0%)、IJR (9.8%)、TFLO (9.7%). The largest single position, BIL, represented 22.0% of total portfolio value.
In Q1 2024, St. Louis Financial Planners Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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