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: $187.5M30 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$4.9M	2.6%	51,393 SH	New
ABBVIE INC	COM	$5.0M	2.7%	19,202 SH	New
ADVANCED MICRO DEVICES INC	COM	$5.7M	3.1%Prev: 2.7%	11,101 SH	Increased-13,994 SH
AMAZON COM INC	COM	$3.5M	1.9%Prev: 2.3%	14,520 SH	Increased+973 SH
AMERICAN EXPRESS CO	COM	$3.6M	1.9%	10,201 SH	New
APPLE INC	COM	$3.7M	1.9%Prev: 2.1%	11,831 SH	Increased-1,349 SH
CISCO SYS INC	COM	$3.8M	2.0%Prev: 2.1%	33,711 SH	Increased-5,402 SH
CITIGROUP INC	COM NEW	$3.5M	1.9%	25,148 SH	New
COCA COLA CO	COM	$4.6M	2.4%	54,302 SH	New
GE AEROSPACE	COM NEW	$4.0M	2.2%Prev: 2.2%	10,682 SH	Increased-627 SH
HOME DEPOT INC	COM	$5.0M	2.6%	13,861 SH	New
INTEL CORP	COM	$4.1M	2.2%	34,191 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$4.1M	2.2%	14,234 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$52.4M	28.0%	2,683,625 SH	New
ISHARES TR	TRS FLT RT BD	$3.1M	1.7%Prev: 11.4%	61,513 SH	Decreased-234,562 SH
JOHNSON & JOHNSON	COM	$3.6M	1.9%	13,521 SH	New
LAM RESEARCH CORP	COM NEW	$4.3M	2.3%	12,368 SH	New
MERCK & CO INC	COM	$5.0M	2.7%Prev: 2.1%	38,510 SH	Increased+4,138 SH
MICRON TECHNOLOGY INC	COM	$11.5M	6.2%	11,831 SH	New
MORGAN STANLEY	COM NEW	$3.4M	1.8%	16,065 SH	New
NVIDIA CORPORATION	COM	$3.2M	1.7%Prev: 3.0%	16,341 SH	Decreased-8,435 SH
PALANTIR TECHNOLOGIES INC	CL A	$3.2M	1.7%Prev: 5.5%	25,116 SH	Decreased-27,945 SH
PROCTER & GAMBLE CO	COM	$4.7M	2.5%	30,930 SH	New
RTX CORPORATION	COM	$3.6M	1.9%Prev: 2.1%	18,187 SH	Increased-327 SH
SALESFORCE INC	COM	$3.6M	1.9%	21,429 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$16.4M	8.8%	179,680 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$195K	0.1%	10,010 SH	New
VISA INC	COM CL A	$3.7M	2.0%	10,176 SH	New
WELLS FARGO & CO	COM	$3.4M	1.8%	39,955 SH	New
WESTERN DIGITAL CORP	COM	$6.6M	3.5%	12,184 SH	New

Sold (vs prior filing)

ABBOTT LABS — $2.5M
ADVANTAGE SOLUTIONS INC — $39K
ALPHABET INC — $2.7M
AT&T INC — $3.7M
BANK AMERICA CORP — $2.7M
BROADCOM INC — $4.4M
CHEVRON CORP NEW — $2.6M
CVS HEALTH CORP — $741K
DISNEY WALT CO — $3.3M
ECOPETROL S A — $155K
EXXON MOBIL CORP — $2.9M
INVESCO EXCH TRD SLF IDX FD — $9.9M
ISHARES TR — $2.4M
ISHARES TR — $2.1M
ISHARES TR — $640K
ON SEMICONDUCTOR CORP — $602K
ORACLE CORP — $3.5M
PEPSICO INC — $2.8M
PETROLEO BRASILEIRO SA PETRO — $150K
PHILIP MORRIS INTL INC — $2.4M
… and 5 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