St. Louis Financial Planners Asset Management, LLC 13F Holdings

CIK 0001966171 · CHESTERFIELD, MO

As of Sep 30, 2025, St. Louis Financial Planners Asset Management, LLC reported 37 positions worth 55.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—400,341$36.7M23.68%
ISHARES TREASURY FLOATING RATE BOND ETFTFLO—341,333 7.3M11.13%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETFBSCP—505,168 0.5M6.74%
PALANTIR TECHNOLOGIES INCPLTRTechnology50,618$9.2M5.95%
BROADCOM INCAVGOTechnology15,654$5.2M3.33%
ORACLE CORPORCLTechnology17,108$4.8M3.10%
UNITEDHEALTH GROUP INCUNHHealthcare12,542$4.3M2.79%
ALPHABET INCGOOGLEquity15,653$3.8M2.45%
ADVANCED MICRO DEVICES INCAMDEquity22,071$3.6M2.30%
ABBVIE INCABBVEquity14,630$3.4M2.18%
APPLE INCAAPLTechnology12,729$3.2M2.09%
UBER TECHNOLOGIES INCUBERTechnology32,258$3.2M2.04%
RTX CORPRTXEquity18,709$3.1M2.02%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology11,076$3.1M2.02%
NVIDIA CORPNVDATechnology16,655$3.1M2.00%
EXXON MOBIL CORPXOMEnergy27,373$3.1M1.99%
TEXAS INSTRUMENTS INCTXNTechnology16,729$3.1M1.98%
JOHNSON & JOHNSONJNJHealthcare16,569$3.1M1.98%
VERIZON COMMUNICATIONS INCBACCommunication Services67,172$3.0M1.90%
MERCK & CO INCMRKHealthcare34,661$2.9M1.88%
CHEVRON CORPCHVEnergy18,683$2.9M1.87%
BANK OF AMERICA CORPBACFinancial Services56,021$2.9M1.86%
WALMART INCWMTConsumer Defensive27,545$2.8M1.83%
WELLS FARGO & COMPANYWFCFinancial Services33,271$2.8M1.80%
WALT DISNEY CODISCommunication Services23,952$2.7M1.77%