St. Louis Financial Planners Asset Management

Latest statistics and disclosures from St. Louis Financial Planners Asset Management's latest quarterly 13F-HR filing:

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Positions held by St. Louis Financial Planners Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for St. Louis Financial Planners Asset Management

St. Louis Financial Planners Asset Management holds 18 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 72.2 $74M 808k 91.47
Verizon Communications (VZ) 2.2 $2.2M 56k 39.40
Exxon Mobil Corporation (XOM) 2.1 $2.2M 20k 110.30
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 2.1 $2.2M 106k 20.49
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 2.1 $2.2M 103k 20.98
Merck & Co (MRK) 1.8 $1.9M 17k 110.95
Raytheon Technologies Corp (RTX) 1.7 $1.7M 17k 100.92
Ishares Tr TRS FLT RT BD (TFLO) 1.7 $1.7M 34k 50.41
Procter & Gamble Company (PG) 1.6 $1.7M 11k 151.56
Pfizer (PFE) 1.6 $1.6M 32k 51.24
Select Sector Spdr Tr Energy (XLE) 1.6 $1.6M 19k 87.47
Coca-Cola Company (KO) 1.6 $1.6M 25k 63.61
Wal-Mart Stores (WMT) 1.5 $1.5M 11k 141.79
Abbott Laboratories (ABT) 1.5 $1.5M 14k 109.79

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Nike CL B (NKE) 1.4 $1.4M 12k 117.01
Wells Fargo & Company (WFC) 1.3 $1.4M 33k 41.29
Qualcomm (QCOM) 1.1 $1.2M 11k 109.94
First Tr Exchange-traded Nat Gas Etf (FCG) 0.9 $893k 36k 24.51

Past Filings by St. Louis Financial Planners Asset Management

SEC 13F filings are viewable for St. Louis Financial Planners Asset Management going back to 2022