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CIK 0001966171 • 6 13F filings • Apr 8, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $3.4M | 2.2%Prev: 2.7% | 14,630 SH | Decreased-4,572 SH |
| ADVANCED MICRO DEVICES INC | COM | $3.6M | 2.3%Prev: 3.1% | 22,071 SH | Decreased+10,970 SH |
| ADVANTAGE SOLUTIONS INC | COM CL A | $45K | 0.0% | 29,674 SH | New |
| AGNC INVT CORP | COM | $109K | 0.1% | 11,132 SH | New |
| ALPHABET INC | CAP STK CL A | $3.8M | 2.5% | 15,653 SH | New |
| APPLE INC | COM | $3.2M | 2.1%Prev: 1.9% | 12,729 SH | Decreased+898 SH |
| AT&T INC | COM | $290K | 0.2% | 10,278 SH | New |
| BANK AMERICA CORP | COM | $2.9M | 1.9% | 56,021 SH | New |
| BROADCOM INC | COM | $5.2M | 3.3% | 15,654 SH | New |
| CHEVRON CORP NEW | COM | $2.9M | 1.9% | 18,683 SH | New |
| CISCO SYS INC | COM | $2.7M | 1.7%Prev: 2.0% | 39,640 SH | Decreased+5,929 SH |
| CVS HEALTH CORP | COM | $1.6M | 1.0% | 21,155 SH | New |
| DISNEY WALT CO | COM | $2.7M | 1.8% | 23,952 SH | New |
| ECOPETROL S A | SPONSORED ADS | $180K | 0.1% | 19,494 SH | New |
| EXXON MOBIL CORP | COM | $3.1M | 2.0% | 27,373 SH | New |
| INTEL CORP | COM | $724K | 0.5%Prev: 2.2% | 21,565 SH | Decreased-12,626 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $3.1M | 2.0%Prev: 2.2% | 11,076 SH | Decreased-3,158 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $10.5M | 6.7% | 505,168 SH | New |
| ISHARES INC | MSCI SPAIN ETF | $1.5M | 0.9% | 29,469 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $2.5M | 1.6% | 28,484 SH | New |
| ISHARES TR | INTL SEL DIV ETF | $1.3M | 0.9% | 39,745 SH | New |
| ISHARES TR | TRS FLT RT BD | $17.3M | 11.1%Prev: 1.7% | 341,333 SH | Increased+279,820 SH |
| JOHNSON & JOHNSON | COM | $3.1M | 2.0%Prev: 1.9% | 16,569 SH | Decreased+3,048 SH |
| MERCK & CO INC | COM | $2.9M | 1.9%Prev: 2.7% | 34,661 SH | Decreased-3,849 SH |
| NVIDIA CORPORATION | COM | $3.1M | 2.0%Prev: 1.7% | 16,655 SH | Decreased+314 SH |
| ORACLE CORP | COM | $4.8M | 3.1% | 17,108 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $9.2M | 6.0%Prev: 1.7% | 50,618 SH | Increased+25,502 SH |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | $166K | 0.1% | 13,129 SH | New |
| RTX CORPORATION | COM | $3.1M | 2.0%Prev: 1.9% | 18,709 SH | Decreased+522 SH |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $36.7M | 23.7% | 400,341 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $157K | 0.1%Prev: 0.1% | 10,010 SH | Decreased |
| TEXAS INSTRS INC | COM | $3.1M | 2.0% | 16,729 SH | New |
| UBER TECHNOLOGIES INC | COM | $3.2M | 2.0% | 32,258 SH | New |
| UNITEDHEALTH GROUP INC | COM | $4.3M | 2.8% | 12,542 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $3.0M | 1.9% | 67,172 SH | New |
| WALMART INC | COM | $2.8M | 1.8% | 27,545 SH | New |
| WELLS FARGO CO NEW | COM | $2.8M | 1.8% | 33,271 SH | New |
| Q2 2026 |
| 13F-HR |
| 0001214659-26-008274 |
| $187.5M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010185 | $131.2M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004383 | $176.4M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005554 | $133.8M | View |