St. Louis Financial Planners Asset Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, St. Louis Financial Planners Asset Management, LLC held in its portfolio 43 assets valued at $162,696,425 (i.e. $162.70M).
The most valuable assets in the portfolio included: ISHARES TR ($18.29M), SPDR SERIES TRUST ($13.93M), and INVESCO EXCH TRD SLF IDX FD ($11.92M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
St. Louis Financial Planners Asset Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 362429 | 18288193 | TRS FLT RT BD |
| SPDR SERIES TRUST | 152474 | 13933150 | STATE STREET SPD |
| INVESCO EXCH TRD SLF IDX FD | 608949 | 11920189 | BULSHS 2026 CB |
| PALANTIR TECHNOLOGIES INC | 47547 | 8451504 | CL A |
| ALPHABET INC | 18604 | 5823104 | CAP STK CL A |
| BROADCOM INC | 13826 | 4785469 | COM |
| MICRON TECHNOLOGY INC | 16595 | 4736528 | COM |
| JOHNSON & JOHNSON | 22422 | 4640361 | COM |
| MERCK & CO INC | 42448 | 4468134 | COM |
| ABBVIE INC | 16383 | 3743492 | COM |
| CHEVRON CORP NEW | 24508 | 3735391 | COM |
| VERIZON COMMUNICATIONS INC | 91015 | 3707071 | COM |
| AT&T INC | 148126 | 3679451 | COM |
| EXXON MOBIL CORP | 30518 | 3672560 | COM |
| PROCTER AND GAMBLE CO | 25413 | 3642021 | COM |
| APPLE INC | 12580 | 3420107 | COM |
| RTX CORPORATION | 18255 | 3348146 | COM |
| ADVANCED MICRO DEVICES INC | 15031 | 3219166 | COM |
| NVIDIA CORPORATION | 16573 | 3091011 | COM |
| ORACLE CORP | 15793 | 3078390 | COM |
| CITIGROUP INC | 25323 | 2954949 | COM NEW |
| WALMART INC | 26518 | 2954414 | COM |
| WELLS FARGO CO NEW | 31549 | 2940418 | COM |
| AMAZON COM INC | 12724 | 2936963 | COM |
| DISNEY WALT CO | 25352 | 2884307 | COM |
| SALESFORCE INC | 10882 | 2882866 | COM |
| MORGAN STANLEY | 16166 | 2870073 | COM NEW |
| BANK AMERICA CORP | 51849 | 2851724 | COM |
| CISCO SYS INC | 36921 | 2844046 | COM |
| ISHARES TR | 13143 | 2821839 | US AER DEF ETF |
| ABBOTT LABS | 22399 | 2806381 | COM |
| NETFLIX INC | 29110 | 2729366 | COM |
| WARNER BROS DISCOVERY INC | 83388 | 2403244 | COM SER A |
| ISHARES INC | 23700 | 2304126 | MSCI STH KOR ETF |
| ISHARES INC | 32443 | 1749034 | MSCI SPAIN ETF |
| AMPHENOL CORP NEW | 10001 | 1351649 | CL A |
| ISHARES TR | 10069 | 1210126 | CORE S&P SCP ETF |
| ISHARES TR | 33244 | 1169871 | INTL SEL DIV ETF |
| CVS HEALTH CORP | 12279 | 974527 | COM |
| COCA COLA CO | 10910 | 762760 | COM |
| INTEL CORP | 17546 | 647455 | COM |
| SPROTT ASSET MANAGEMENT LP | 10010 | 236736 | PHYSICAL SILVER |
| ADVANTAGE SOLUTIONS INC | 29674 | 26113 | COM CL A |
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