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CIK: 0001966171
Total reported value
$187.5M
$187.5M
37 檔
42.0%
During the Q3 2025 filing period, St. Louis Financial Planners Asset Management, LLC (CIK: 0001966171) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $187.5M across 37 reported positions.
In Q3 2025, St. Louis Financial Planners Asset Management, LLC displayed an active expansion posture, initiating 19 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 23.68% | -20.40% | +33.01% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 11.13% | -8.68% | +15.29% | |
| 3 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 6.74% | — | +5.66% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.95% | +1.73% | NEW | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.33% | — | -2.36% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 3.10% | -1.46% | EXIT | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.79% | — | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.45% | -1.96% | EXIT | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.30% | +1.52% | -12.05% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.18% | +2.67% | NEW | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.09% | +0.23% | -3.42% | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 2.04% | — | — | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 2.02% | +1.93% | NEW | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 2.02% | +0.75% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +1.70% | NEW | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.99% | -2.47% | EXIT | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 1.98% | — | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.98% | -1.92% | — | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.90% | — | +44.83% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.88% | +0.24% | +0.84% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.87% | -2.48% | EXIT | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.86% | -1.41% | EXIT | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.83% | -1.58% | EXIT | |
| 24 | WFC | Wells Fargo & Co | Stock-Financials | 1.80% | +0.39% | — | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.77% | — | -10.47% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.75% | +0.54% | +1.35% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.64% | — | +5.45% | |
| 28 | CVS | Cvs Health CORP | Stock-Healthcare | 1.03% | -0.47% | EXIT | |
| 29 | EWP | Ishares Msci Spain ETF | ETF-Other | 0.94% | — | — | |
| 30 | IDV | Ishares International Select | ETF-Other | 0.86% | — | — | |
| 31 | INTC | Intel CORP | Stock-Tech | 0.47% | +2.19% | NEW | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.19% | — | -91.87% | |
| 33 | EC | Ecopetrol Sa-sponsored Adr | Stock-Other | 0.12% | — | +11.34% | |
| 34 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.11% | — | +9.48% | |
| 35 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.10% | -0.04% | — | |
| 36 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.07% | — | — | |
| 37 | ADV | Advantage Solutions Inc. | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.2% | -4.60% | Trim |
| 2 | BSCP | Invesco Bulletshares 2025 Cb | +1% | +5.66% | Add |
| 3 | JNJ | Johnson & Johnson | +0.6% | — | Add |
| 4 | AMD | Advanced Micro Devices | +0.5% | -12.05% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +3.48% | Trim |
| 6 | INTC | Intel CORP | +0.2% | — | Add |
| 7 | TFLO | Ishares Treasury Floating Ra | +0.2% | +15.29% | Add |
| 8 | TXN | Texas Instruments Inc | +0.1% | — | Add |
| 9 | PSLV | Sprott Physical Silver Trust | 0% | — | Unchanged |
| 10 | ADV | Advantage Solutions Inc. | — | — | Unchanged |
| 11 | CVX | Chevron CORP | 0% | +1.20% | Add |
| 12 | PBR | Petroleo Brasileiro-spon Adr | 0% | +9.48% | Add |
| 13 | EC | Ecopetrol Sa-sponsored Adr | 0% | +11.34% | Add |
| 14 | T | At&t Inc | -0.1% | -91.87% | Trim |
| 15 | XOM | Exxon Mobil CORP | -0.1% | +3.20% | Add |
| 16 | VZ | Verizon Communications Inc | -0.3% | +44.83% | Add |
| 17 | AAPL | Apple Inc | -0.4% | -3.42% | Trim |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -18.8% | +33.01% | Trim |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 20 | AVGO | Broadcom Inc | — | NEW | New buy |
| 21 | ORCL | Oracle CORP | — | NEW | New buy |
| 22 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 23 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 24 | ABBV | Abbvie Inc | — | NEW | New buy |
| 25 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 26 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 27 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 28 | RTX | Rtx CORP | — | NEW | New buy |
| 29 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 30 | NVDA | Nvidia CORP | — | NEW | New buy |
| 31 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 32 | BAC | Bank Of America CORP | — | NEW | New buy |
| 33 | WMT | Walmart Inc | — | NEW | New buy |
| 34 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 35 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 36 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 37 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 38 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 39 | GE | General Electric | — | EXIT | Sold out |
| 40 | CVS | Cvs Health CORP | — | NEW | New buy |
| 41 | EWP | Ishares Msci Spain ETF | — | NEW | New buy |
| 42 | IDV | Ishares International Select | — | NEW | New buy |
| 43 | IYZ | Ishares US Telecommunication | — | EXIT | Sold out |
| 44 | PFN | Pimco Income Strategy Fd Ii | — | EXIT | Sold out |
| 45 | AGNC | Agnc Investment CORP | — | NEW | New buy |
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 37 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, BSCP) accounted for 42.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $5.2M
Top Position Liquidated / Trimmed
SPY
前期市值: $11.1M
During Q3 2025, St. Louis Financial Planners Asset Management, LLC's top holdings by market value included BIL (23.7%)、TFLO (11.1%)、BSCP (6.7%). The largest single position, BIL, represented 23.7% of total portfolio value.
In Q3 2025, St. Louis Financial Planners Asset Management, LLC made 43 total portfolio adjustments, initiating 19 new buys, adding to 10 positions, trimming 6 holdings, and fully liquidating 8 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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