St. Louis Financial Planners Asset Management as of Sept. 30, 2025
Portfolio Holdings for St. Louis Financial Planners Asset Management
St. Louis Financial Planners Asset Management holds 37 positions in its portfolio as reported in the September 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) | 23.7 | $37M | 400k | 91.75 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 11.1 | $17M | 341k | 50.59 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 6.7 | $11M | 505k | 20.69 | |
| Palantir Technologies Cl A (PLTR) | 6.0 | $9.2M | 51k | 182.42 | |
| Broadcom (AVGO) | 3.3 | $5.2M | 16k | 329.92 | |
| Oracle Corporation (ORCL) | 3.1 | $4.8M | 17k | 281.25 | |
| UnitedHealth (UNH) | 2.8 | $4.3M | 13k | 345.32 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $3.8M | 16k | 243.11 | |
| Advanced Micro Devices (AMD) | 2.3 | $3.6M | 22k | 161.80 | |
| Abbvie (ABBV) | 2.2 | $3.4M | 15k | 231.55 | |
| Apple (AAPL) | 2.1 | $3.2M | 13k | 254.64 | |
| Uber Technologies (UBER) | 2.0 | $3.2M | 32k | 97.97 | |
| Raytheon Technologies Corp (RTX) | 2.0 | $3.1M | 19k | 167.33 | |
| International Business Machines (IBM) | 2.0 | $3.1M | 11k | 282.17 | |
| NVIDIA Corporation (NVDA) | 2.0 | $3.1M | 17k | 186.58 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $3.1M | 27k | 112.75 | |
| Texas Instruments Incorporated (TXN) | 2.0 | $3.1M | 17k | 183.74 | |
| Johnson & Johnson (JNJ) | 2.0 | $3.1M | 17k | 185.43 | |
| Verizon Communications (VZ) | 1.9 | $3.0M | 67k | 43.95 | |
| Merck & Co (MRK) | 1.9 | $2.9M | 35k | 83.93 | |
| Chevron Corporation (CVX) | 1.9 | $2.9M | 19k | 155.29 | |
| Bank of America Corporation (BAC) | 1.9 | $2.9M | 56k | 51.59 | |
| Wal-Mart Stores (WMT) | 1.8 | $2.8M | 28k | 103.06 | |
| Wells Fargo & Company (WFC) | 1.8 | $2.8M | 33k | 83.82 | |
| Walt Disney Company (DIS) | 1.8 | $2.7M | 24k | 114.50 | |
| Cisco Systems (CSCO) | 1.7 | $2.7M | 40k | 68.42 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $2.5M | 29k | 89.37 | |
| CVS Caremark Corporation (CVS) | 1.0 | $1.6M | 21k | 75.39 | |
| Ishares Msci Spain Etf (EWP) | 0.9 | $1.5M | 30k | 49.50 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.9 | $1.3M | 40k | 33.57 | |
| Intel Corporation (INTC) | 0.5 | $724k | 22k | 33.55 | |
| At&t (T) | 0.2 | $290k | 10k | 28.24 | |
| Ecopetrol S A Sponsored Ads (EC) | 0.1 | $180k | 20k | 9.21 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $166k | 13k | 12.66 | |
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $157k | 10k | 15.70 | |
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $109k | 11k | 9.79 | |
| Advantage Solutions Com Cl A (ADV) | 0.0 | $45k | 30k | 1.53 |
