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CIK 0001966171 • 6 13F filings • Apr 8, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $2.8M | 1.7% | 22,399 SH | New |
| ABBVIE INC | COM | $3.7M | 2.3%Prev: 2.2% | 16,383 SH | Increased+1,753 SH |
| ADVANCED MICRO DEVICES INC | COM | $3.2M | 2.0%Prev: 2.3% | 15,031 SH | Decreased-7,040 SH |
| ADVANTAGE SOLUTIONS INC | COM CL A | $26K | 0.0%Prev: 0.0% | 29,674 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $5.8M | 3.6%Prev: 2.5% | 18,604 SH | Increased+2,951 SH |
| AMAZON COM INC | COM | $2.9M | 1.8% | 12,724 SH | New |
| AMPHENOL CORP NEW | CL A | $1.4M | 0.8% | 10,001 SH | New |
| APPLE INC | COM | $3.4M | 2.1%Prev: 2.1% | 12,580 SH | Increased-149 SH |
| AT&T INC | COM | $3.7M | 2.3%Prev: 0.2% | 148,126 SH | Increased+137,848 SH |
| BANK AMERICA CORP | COM | $2.9M | 1.8%Prev: 1.9% | 51,849 SH | Decreased-4,172 SH |
| BROADCOM INC | COM | $4.8M | 2.9%Prev: 3.3% | 13,826 SH | Decreased-1,828 SH |
| CHEVRON CORP NEW | COM | $3.7M | 2.3%Prev: 1.9% | 24,508 SH | Increased+5,825 SH |
| CISCO SYS INC | COM | $2.8M | 1.7%Prev: 1.7% | 36,921 SH | Increased-2,719 SH |
| CITIGROUP INC | COM NEW | $3.0M | 1.8% | 25,323 SH | New |
| COCA COLA CO | COM | $763K | 0.5% | 10,910 SH | New |
| CVS HEALTH CORP | COM | $975K | 0.6%Prev: 1.0% | 12,279 SH | Decreased-8,876 SH |
| DISNEY WALT CO | COM | $2.9M | 1.8%Prev: 1.8% | 25,352 SH | Increased+1,400 SH |
| EXXON MOBIL CORP | COM | $3.7M | 2.3%Prev: 2.0% | 30,518 SH | Increased+3,145 SH |
| INTEL CORP | COM | $647K | 0.4%Prev: 0.5% | 17,546 SH | Decreased-4,019 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $11.9M | 7.3% | 608,949 SH | New |
| ISHARES INC | MSCI SPAIN ETF | $1.7M | 1.1%Prev: 0.9% | 32,443 SH | Increased+2,974 SH |
| ISHARES INC | MSCI STH KOR ETF | $2.3M | 1.4% | 23,700 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $1.2M | 0.7% | 10,069 SH | New |
| ISHARES TR | INTL SEL DIV ETF | $1.2M | 0.7%Prev: 0.9% | 33,244 SH | Decreased-6,501 SH |
| ISHARES TR | TRS FLT RT BD | $18.3M | 11.2%Prev: 11.1% | 362,429 SH | Increased+21,096 SH |
| ISHARES TR | US AER DEF ETF | $2.8M | 1.7% | 13,143 SH | New |
| JOHNSON & JOHNSON | COM | $4.6M | 2.9%Prev: 2.0% | 22,422 SH | Increased+5,853 SH |
| MERCK & CO INC | COM | $4.5M | 2.7%Prev: 1.9% | 42,448 SH | Increased+7,787 SH |
| MICRON TECHNOLOGY INC | COM | $4.7M | 2.9% | 16,595 SH | New |
| MORGAN STANLEY | COM NEW | $2.9M | 1.8% | 16,166 SH | New |
| NETFLIX INC | COM | $2.7M | 1.7% | 29,110 SH | New |
| NVIDIA CORPORATION | COM | $3.1M | 1.9%Prev: 2.0% | 16,573 SH | Decreased-82 SH |
| ORACLE CORP | COM | $3.1M | 1.9%Prev: 3.1% | 15,793 SH | Decreased-1,315 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $8.5M | 5.2%Prev: 6.0% | 47,547 SH | Decreased-3,071 SH |
| PROCTER AND GAMBLE CO | COM | $3.6M | 2.2% | 25,413 SH | New |
| RTX CORPORATION | COM | $3.3M | 2.1%Prev: 2.0% | 18,255 SH | Increased-454 SH |
| SALESFORCE INC | COM | $2.9M | 1.8% | 10,882 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $13.9M | 8.6% | 152,474 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $237K | 0.1%Prev: 0.1% | 10,010 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $3.7M | 2.3%Prev: 1.9% | 91,015 SH | Increased+23,843 SH |
| WALMART INC | COM | $3.0M | 1.8%Prev: 1.8% | 26,518 SH | Increased-1,027 SH |
| WARNER BROS DISCOVERY INC | COM SER A | $2.4M | 1.5% | 83,388 SH | New |
| WELLS FARGO CO NEW | COM | $2.9M | 1.8%Prev: 1.8% | 31,549 SH | Increased-1,722 SH |
| 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 |