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 |