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CIK: 0001966171
Total reported value
$187.5M
$187.5M
33 檔
46.3%
In Q4 2024, St. Louis Financial Planners Asset Management, LLC's U.S. equity holdings reached a combined market value of $187.5M, distributed across 33 disclosed stock positions.
During Q4 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 | 34.12% | -20.40% | +16.42% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 9.70% | -8.68% | -0.69% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.75% | — | -10.38% | |
| 4 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 6.15% | — | +98.68% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.03% | — | +0.77% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.66% | +1.70% | NEW | |
| 7 | GE | General Electric | Stock-Industrials | 2.60% | +2.15% | NEW | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.40% | -1.58% | EXIT | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.30% | +0.23% | +9.30% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.20% | — | -1.31% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.05% | +0.29% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.91% | -1.96% | EXIT | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.55% | +0.54% | -14.24% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.51% | — | -11.67% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.46% | +0.17% | +0.19% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | -1.92% | -0.68% | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 1.45% | — | -2.31% | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 1.34% | +0.39% | — | |
| 19 | INTC | Intel CORP | Stock-Tech | 1.28% | +2.19% | NEW | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.28% | +2.61% | NEW | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.28% | +0.38% | -7.57% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.26% | — | -4.59% | |
| 23 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.94% | — | — | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.93% | +1.93% | NEW | |
| 25 | XEL | Xcel Energy Inc | Stock-Utilities | 0.93% | — | — | |
| 26 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.62% | — | -43.88% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.58% | — | — | |
| 28 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 0.57% | — | — | |
| 29 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.29% | — | — | |
| 30 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.12% | — | -2.76% | |
| 31 | PFN | Pimco Income Strategy Fd Ii | Stock-Other | 0.12% | — | -1.23% | |
| 32 | EC | Ecopetrol Sa-sponsored Adr | Stock-Other | 0.10% | — | -2.74% | |
| 33 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.07% | -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 33 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BIL, TFLO, SPY) accounted for 46.3% of total reported equity market value during Q4 2024.
During Q4 2024, St. Louis Financial Planners Asset Management, LLC's top holdings by market value included BIL (34.1%)、TFLO (9.7%)、SPY (7.8%). The largest single position, BIL, represented 34.1% of total portfolio value.
In Q4 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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