St. Louis Financial Planners Asset Management, LLC

CIK 0001966171 • 6 13F filings • Apr 8, 2025 – Jul 7, 2026

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Filer information

Filed by: St. Louis Financial Planners Asset Management, LLC, Dir. of Info Technology
Address: 16091 SWINGLEY RIDGE ROAD, SUITE 345, CHESTERFIELD, MO, 63017
Phone: 635-532-3900
AUM: $162.7M

AUM over time

$187.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $131.2M35 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.5M	1.9%	18,301 SH	New
ADVANCED MICRO DEVICES INC	COM	$3.6M	2.7%Prev: 1.6%	25,095 SH	Increased+11,639 SH
ADVANTAGE SOLUTIONS INC	COM CL A	$39K	0.0%	29,674 SH	New
ALPHABET INC	CAP STK CL A	$2.7M	2.0%Prev: 2.0%	15,127 SH	Decreased+3,084 SH
AMAZON COM INC	COM	$3.0M	2.3%Prev: 1.6%	13,547 SH	Increased+57 SH
APPLE INC	COM	$2.7M	2.1%Prev: 1.7%	13,180 SH	Decreased+1,240 SH
AT&T INC	COM	$3.7M	2.8%	126,404 SH	New
BANK AMERICA CORP	COM	$2.7M	2.1%Prev: 1.4%	57,956 SH	Increased+6,984 SH
BROADCOM INC	COM	$4.4M	3.4%	16,032 SH	New
CHEVRON CORP NEW	COM	$2.6M	2.0%	18,462 SH	New
CISCO SYS INC	COM	$2.7M	2.1%Prev: 1.5%	39,113 SH	Increased+5,315 SH
CVS HEALTH CORP	COM	$741K	0.6%Prev: 0.5%	10,735 SH	Decreased-827 SH
DISNEY WALT CO	COM	$3.3M	2.5%	26,753 SH	New
ECOPETROL S A	SPONSORED ADS	$155K	0.1%	17,508 SH	New
EXXON MOBIL CORP	COM	$2.9M	2.2%Prev: 2.5%	26,523 SH	Decreased+868 SH
GE AEROSPACE	COM NEW	$2.9M	2.2%	11,309 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$9.9M	7.5%	478,128 SH	New
ISHARES TR	20 YR TR BD ETF	$2.4M	1.8%	27,013 SH	New
ISHARES TR	CORE S&P SCP ETF	$2.1M	1.6%	19,239 SH	New
ISHARES TR	TRS FLT RT BD	$15.0M	11.4%Prev: 10.3%	296,075 SH	Decreased-64,356 SH
ISHARES TR	US TELECOM ETF	$640K	0.5%	21,485 SH	New
MERCK & CO INC	COM	$2.7M	2.1%Prev: 2.4%	34,372 SH	Decreased-1,107 SH
NVIDIA CORPORATION	COM	$3.9M	3.0%	24,776 SH	New
ON SEMICONDUCTOR CORP	COM	$602K	0.5%	11,480 SH	New
ORACLE CORP	COM	$3.5M	2.7%Prev: 1.5%	16,172 SH	Increased-1,333 SH
PALANTIR TECHNOLOGIES INC	CL A	$7.2M	5.5%	53,061 SH	New
PEPSICO INC	COM	$2.8M	2.2%Prev: 2.3%	21,471 SH	Decreased-5,060 SH
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	$150K	0.1%	11,992 SH	New
PHILIP MORRIS INTL INC	COM	$2.4M	1.9%	13,383 SH	New
PROCTER AND GAMBLE CO	COM	$2.2M	1.6%	13,517 SH	New
QUALCOMM INC	COM	$2.5M	1.9%	15,921 SH	New
RTX CORPORATION	COM	$2.7M	2.1%	18,514 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$27.6M	21.0%	300,990 SH	New
SPROTT PHYSICAL SILVER TR	TR UNIT	$123K	0.1%	10,010 SH	New
VERIZON COMMUNICATIONS INC	COM	$2.0M	1.5%	46,380 SH	New

Sold (vs prior filing)

CHEVRON CORPORATION — $4.4M
COCA COLA CO — $4.0M
HOME DEPOT INC — $4.0M
INTERNATIONAL BUSINESS MACHS — $2.6M
INVESCO EXCH TRD SLF IDX FD — $13.7M
ISHARES INC — $605K
ISHARES INC — $1.8M
ISHARES TR — $1.2M
JOHNSON & JOHNSON — $6.7M
MICRON TECHNOLOGY INC — $6.1M
MONSTER BEVERAGE CORP NEW — $809K
NETFLIX INC. — $3.0M
NEWMONT CORP — $3.6M
PROCTER & GAMBLE CO — $3.7M
SALESFORCE INC — $2.6M
SPDR SERIES TRUST — $51.4M
SPROTT ASSET MANAGEMENT LP — $244K
WALMART INC — $2.8M
WARNER BROS DISCOVERY INC — $4.2M
WELLS FARGO & CO — $2.5M
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0001214659-26-000216	$162.7M	View
Oct 2, 2025	Q3 2025	13F-HR	0001214659-25-014504	$155.1M	View
Jul 7, 2026