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: $176.4M33 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$2.7M	1.6%Prev: 1.8%	13,456 SH	Increased-9,654 SH
ALPHABET INC	CAP STK CL A	$3.5M	2.0%Prev: 2.1%	12,043 SH	Increased-6,001 SH
AMAZON COM INC	COM	$2.8M	1.6%Prev: 2.4%	13,490 SH	Decreased-3,194 SH
APPLE INC	COM	$3.0M	1.7%Prev: 2.5%	11,940 SH	Decreased-2,969 SH
BANK AMERICA CORP	COM	$2.5M	1.4%	50,972 SH	New
CHEVRON CORPORATION	COM	$4.4M	2.5%	21,175 SH	New
CISCO SYS INC	COM	$2.6M	1.5%	33,798 SH	New
COCA COLA CO	COM	$4.0M	2.3%	52,644 SH	New
CVS HEALTH CORP	COM	$830K	0.5%	11,562 SH	New
EXXON MOBIL CORP	COM	$4.4M	2.5%Prev: 2.1%	25,655 SH	Increased+1,729 SH
HOME DEPOT INC	COM	$4.0M	2.2%	12,016 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.6M	1.5%	10,575 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$13.7M	7.7%	699,745 SH	New
ISHARES INC	MSCI CDA ETF	$605K	0.3%	11,048 SH	New
ISHARES INC	MSCI STH AFR ETF	$1.8M	1.0%	25,989 SH	New
ISHARES TR	TRS FLT RT BD	$18.2M	10.3%Prev: 11.0%	360,431 SH	Increased+71,210 SH
ISHARES TR	U.S. PHARMA ETF	$1.2M	0.7%	13,804 SH	New
JOHNSON & JOHNSON	COM	$6.7M	3.8%Prev: 1.4%	27,579 SH	Increased+16,492 SH
MERCK & CO INC	COM	$4.3M	2.4%	35,479 SH	New
MICRON TECHNOLOGY INC	COM	$6.1M	3.5%	18,068 SH	New
MONSTER BEVERAGE CORP NEW	COM	$809K	0.5%	11,159 SH	New
NETFLIX INC.	COM	$3.0M	1.7%	30,928 SH	New
NEWMONT CORP	COM	$3.6M	2.0%	32,990 SH	New
ORACLE CORP	COM	$2.6M	1.5%	17,505 SH	New
PEPSICO INC	COM	$4.1M	2.3%	26,531 SH	New
PROCTER & GAMBLE CO	COM	$3.7M	2.1%	25,848 SH	New
SALESFORCE INC	COM	$2.6M	1.5%	13,777 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$51.4M	29.2%	561,347 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$244K	0.1%	10,010 SH	New
WALMART INC	COM	$2.8M	1.6%	22,442 SH	New
WARNER BROS DISCOVERY INC	COM SER A	$4.2M	2.4%	152,377 SH	New
WELLS FARGO & CO	COM	$2.5M	1.4%	31,619 SH	New
WESTERN DIGITAL CORP	COM	$5.0M	2.9%	18,667 SH	New

Sold (vs prior filing)

ADVANTAGE SOLUTIONS INC — $45K
APPLOVIN CORP — $3.3M
AT&T INC — $367K
CHEVRON CORP NEW — $2.5M
ECOPETROL S A — $190K
GE AEROSPACE — $2.2M
INTEL CORP — $321K
INVESCO EXCH TRD SLF IDX FD — $7.7M
ISHARES TR — $1.2M
PALANTIR TECHNOLOGIES INC — $5.0M
PETROLEO BRASILEIRO SA PETRO — $179K
PIMCO INCOME STRATEGY FD II — $161K
QUALCOMM INC — $2.2M
SPDR S&P 500 ETF TR — $11.1M
SPDR SER TR — $56.8M
SPROTT PHYSICAL SILVER TR — $116K
TESLA INC — $4.0M
TEXAS INSTRS INC — $2.5M
VERIZON COMMUNICATIONS INC — $2.9M

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