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CIK: 0001966171
Total reported value
$187.5M
$187.5M
26 檔
50.8%
The Q1 2025 SEC filing reveals that St. Louis Financial Planners Asset Management, LLC held a total portfolio value of $187.5M, covering 26 public equity positions.
During Q1 2025, 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 | 42.45% | -20.40% | +19.86% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 10.95% | -8.68% | +8.71% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.27% | — | +8.13% | |
| 4 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 5.74% | — | -10.00% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.74% | +1.73% | NEW | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.01% | — | -9.68% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.23% | +17.04% | |
| 8 | APP | Applovin Corp-class A | Stock-Tech | 2.44% | — | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | +0.29% | +28.96% | |
| 10 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.19% | — | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.13% | -2.47% | EXIT | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.09% | -1.96% | EXIT | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.89% | -2.48% | EXIT | |
| 14 | TXN | Texas Instruments Inc | Stock-Tech | 1.88% | — | +30.46% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.77% | +1.52% | — | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.66% | — | +27.89% | |
| 17 | GE | General Electric | Stock-Industrials | 1.65% | +2.15% | NEW | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -1.92% | -20.45% | |
| 19 | IYZ | Ishares US Telecommunication | ETF-Other | 0.89% | — | — | |
| 20 | T | At&t Inc | Stock-Comm Services | 0.27% | — | — | |
| 21 | INTC | Intel CORP | Stock-Tech | 0.24% | +2.19% | NEW | |
| 22 | EC | Ecopetrol Sa-sponsored Adr | Stock-Other | 0.14% | — | -0.49% | |
| 23 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.13% | — | -0.49% | |
| 24 | PFN | Pimco Income Strategy Fd Ii | Stock-Other | 0.12% | — | -0.57% | |
| 25 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.09% | -0.04% | — | |
| 26 | ADV | Advantage Solutions Inc. | Stock-Other | 0.03% | — | — |
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 26 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, TFLO, SPY) accounted for 50.8% of total reported equity market value during Q1 2025.
During Q1 2025, St. Louis Financial Planners Asset Management, LLC's top holdings by market value included BIL (42.5%)、TFLO (10.9%)、SPY (8.3%). The largest single position, BIL, represented 42.5% of total portfolio value.
In Q1 2025, 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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