St. Louis Financial Planners Asset Management

St. Louis Financial Planners Asset Management as of March 31, 2026

Portfolio Holdings for St. Louis Financial Planners Asset Management

St. Louis Financial Planners Asset Management holds 33 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (BIL) 29.2 $51M 561k 91.64
Ishares Tr TRS FLT RT BD (TFLO) 10.3 $18M 360k 50.63
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 7.7 $14M 700k 19.53
Johnson & Johnson (JNJ) 3.8 $6.7M 28k 244.44
Micron Technology (MU) 3.5 $6.1M 18k 337.85
Western Digital (WDC) 2.9 $5.0M 19k 270.50
Chevron Corporation (CVX) 2.5 $4.4M 21k 206.91
Exxon Mobil Corporation (XOM) 2.5 $4.4M 26k 169.67
Merck & Co (MRK) 2.4 $4.3M 36k 120.29
Warner Bros Discovery Com Ser A (WBD) 2.4 $4.2M 152k 27.46
Pepsi (PEP) 2.3 $4.1M 27k 155.29
Coca-Cola Company (KO) 2.3 $4.0M 53k 76.05
Home Depot (HD) 2.2 $4.0M 12k 328.89
Procter & Gamble Company (PG) 2.1 $3.7M 26k 144.45
Newmont Mining Corporation (NEM) 2.0 $3.6M 33k 108.25
Alphabet Cap Stk Cl A (GOOGL) 2.0 $3.5M 12k 287.57
Apple (AAPL) 1.7 $3.0M 12k 253.80
Netflix (NFLX) 1.7 $3.0M 31k 96.15
Amazon (AMZN) 1.6 $2.8M 14k 208.28
Wal-Mart Stores (WMT) 1.6 $2.8M 22k 124.28
Advanced Micro Devices (AMD) 1.6 $2.7M 14k 203.43
Cisco Systems (CSCO) 1.5 $2.6M 34k 77.59
Oracle Corporation (ORCL) 1.5 $2.6M 18k 147.11
salesforce (CRM) 1.5 $2.6M 14k 186.68
International Business Machines (IBM) 1.5 $2.6M 11k 242.40
Wells Fargo & Company (WFC) 1.4 $2.5M 32k 79.61
Bank of America Corporation (BAC) 1.4 $2.5M 51k 48.75
Ishares Msci Sth Afr Etf (EZA) 1.0 $1.8M 26k 67.80
Ishares Tr U.s. Pharma Etf (IHE) 0.7 $1.2M 14k 86.68
CVS Caremark Corporation (CVS) 0.5 $830k 12k 71.82
Monster Beverage Corp (MNST) 0.5 $809k 11k 72.47
Ishares Msci Cda Etf (EWC) 0.3 $605k 11k 54.79
Sprott Asset Management Physical Silver (PSLV) 0.1 $244k 10k 24.39