St. Louis Financial Planners Asset Management as of June 30, 2025
Portfolio Holdings for St. Louis Financial Planners Asset Management
St. Louis Financial Planners Asset Management holds 35 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 21.0 | $28M | 301k | 91.73 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 11.4 | $15M | 296k | 50.65 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 7.5 | $9.9M | 478k | 20.68 | |
| Palantir Technologies Cl A (PLTR) | 5.5 | $7.2M | 53k | 136.32 | |
| Broadcom (AVGO) | 3.4 | $4.4M | 16k | 275.65 | |
| NVIDIA Corporation (NVDA) | 3.0 | $3.9M | 25k | 157.99 | |
| At&t (T) | 2.8 | $3.7M | 126k | 28.94 | |
| Advanced Micro Devices (AMD) | 2.7 | $3.6M | 25k | 141.90 | |
| Oracle Corporation (ORCL) | 2.7 | $3.5M | 16k | 218.64 | |
| Walt Disney Company (DIS) | 2.5 | $3.3M | 27k | 124.01 | |
| Amazon (AMZN) | 2.3 | $3.0M | 14k | 219.40 | |
| Ge Aerospace Com New (GE) | 2.2 | $2.9M | 11k | 257.39 | |
| Exxon Mobil Corporation (XOM) | 2.2 | $2.9M | 27k | 107.80 | |
| Pepsi (PEP) | 2.2 | $2.8M | 22k | 132.04 | |
| Bank of America Corporation (BAC) | 2.1 | $2.7M | 58k | 47.32 | |
| Merck & Co (MRK) | 2.1 | $2.7M | 34k | 79.16 | |
| Cisco Systems (CSCO) | 2.1 | $2.7M | 39k | 69.38 | |
| Apple (AAPL) | 2.1 | $2.7M | 13k | 205.18 | |
| Raytheon Technologies Corp (RTX) | 2.1 | $2.7M | 19k | 146.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $2.7M | 15k | 176.24 | |
| Chevron Corporation (CVX) | 2.0 | $2.6M | 19k | 143.19 | |
| Qualcomm (QCOM) | 1.9 | $2.5M | 16k | 159.27 | |
| Abbott Laboratories (ABT) | 1.9 | $2.5M | 18k | 136.01 | |
| Philip Morris International (PM) | 1.9 | $2.4M | 13k | 182.13 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.8 | $2.4M | 27k | 88.25 | |
| Procter & Gamble Company (PG) | 1.6 | $2.2M | 14k | 159.33 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $2.1M | 19k | 109.29 | |
| Verizon Communications (VZ) | 1.5 | $2.0M | 46k | 43.27 | |
| CVS Caremark Corporation (CVS) | 0.6 | $741k | 11k | 68.99 | |
| Ishares Tr Us Telecom Etf (IYZ) | 0.5 | $640k | 22k | 29.78 | |
| ON Semiconductor (ON) | 0.5 | $602k | 12k | 52.41 | |
| Ecopetrol S A Sponsored Ads (EC) | 0.1 | $155k | 18k | 8.85 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $150k | 12k | 12.51 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $123k | 10k | 12.24 | |
| Advantage Solutions Com Cl A (ADV) | 0.0 | $39k | 30k | 1.32 |
