SL

St. Louis Financial Planners Asset Management, LLC

13F
St. Louis Financial Planners Asset Management, LLC
Last update 2024-10-08 31 Stocks (7 new)
Value $126.00 Mil Turnover 37 %
Countries:
Top Holdings: BIL(32.24%)TFLO(10.73%)SPY(9.29%)BSCP(3.40%)BSCO(3.40%)
Portfolio Report
Summary Stock Picks Current Portfolio
St. Louis Financial Planners A... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
443,699
40602.960
+201.70%
32.240
+21.55%
0.120
+0.03%
+0.12%
33255.172
 
TFLO 		iShares Treasury Floating Rate Bond ETF
267,889
13512.330
+7.62%
10.730
+0.76%
0.190
+0.06%
-0.02%
6978.526
 
SPY 		S&P 500 ETF TRUST ETF
20,418
11699.500
-33.79%
9.290
-4.89%
0.000
+11.47%
+21.33%
596470.496
 
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF
207,587
4284.610
+14.95%
3.400
+0.44%
0.100
+0.39%
+0.98%
4014.360
 
BSCO 		Invesco BulletShares 2024 Corporate Bond ETF
202,666
4282.330
+14.55%
3.400
+0.43%
0.160
+0.24%
+1.20%
2536.800
 
TSLA 		Tesla Inc
17,100
4276.470
+50.08%
3.400
+1.13%
0.000
+26.43%
+1.19%
807137.401
Vehicles & Parts
GE 		GE Aerospace
20,462
3828.150
-22.67%
3.040
-0.82%
0.000
+10.84%
+73.03%
189682.847
Aerospace & Defense
AAPL 		Apple Inc
11,654
2643.200
-14.67%
2.100
-0.37%
0.000
+6.90%
+16.50%
3377630.649
Hardware
ORCL 		Oracle Corp
14,689
2509.930
+3.27%
1.990
+0.06%
0.000
+34.65%
+64.93%
476013.221
Software
AMD 		Advanced Micro Devices Inc
14,010
2394.380
New Holding
1.900
+1.90%
0.000
+5.07%
-3.90%
229886.889
Semiconductors

St. Louis Financial Planners Asset Management, LLC's Historical Top Holdings Breakdowns

St. Louis Financial Planners Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Add
+21.55%
●
91.42 ($91.63) 91.82
$91.50
-0.14%
Add 201.7%
443,699
296,633
NVDA 		NVIDIA Corp2024-09-30Sold Out
-5.88%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Sold Out
0
-55,026
SPY 		S&P 500 ETF TRUST ETF2024-09-30Reduce
-4.89%
●
517.38 ($552.93) 573.76
$576.65
4.29%
Reduce -33.79%
20,418
-10,418
XLK 		Technology Select Sector SPDR ETF2024-09-30Sold Out
-3.46%
●
197.34 ($219.54) 237.68
$226.89
3.35%
Sold Out
0
-17,658
AMD 		Advanced Micro Devices Inc2024-09-30New Buy
+1.90%
●
128.67 ($151.94) 183.96
$141.66
-6.77%
New holding
14,010
14,010
AVGO 		Broadcom Inc2024-09-30New Buy
+1.87%
●
136.27 ($160.32) 178.09
$173.90
8.47%
New holding
13,325
13,325
XOM 		Exxon Mobil Corp2024-09-30Sold Out
-1.85%
●
109.72 ($115.47) 119
$118.96
3.02%
Sold Out
0
-18,749
JNJ 		Johnson & Johnson2024-09-30New Buy
+1.79%
●
145.48 ($159.33) 167.38
$158.35
-0.62%
New holding
14,032
14,032
PEP 		PepsiCo Inc2024-09-30Sold Out
-1.79%
●
161.9 ($171.8) 179.3
$167.85
-2.30%
Sold Out
0
-12,773
ABBV 		AbbVie Inc2024-09-30Sold Out
-1.77%
●
163.84 ($186.63) 199.35
$201.68
8.06%
Sold Out
0
-12,082

St. Louis Financial Planners Asset Management, LLC Total Holding History ($B)

To

St. Louis Financial Planners Asset Management, LLC's Asset Allocation

To

St. Louis Financial Planners Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

St. Louis Financial Planners Asset Management, LLC's Hypothetical Growth since 2024-09-30

St. Louis Financial Planners Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

St. Louis Financial Planners Asset Management, LLC's Holdings Heat Map

Size field:

St. Louis Financial Planners Asset Management, LLC's Holdings Bubble Chart

St. Louis Financial Planners Asset Management, LLC News

  • 1

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