Top 33 St. Louis Financial Planners Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 29.16% | 561.3K | $51.4M | +268.16%(+408.87K) | $91.57(-0.09%) | 2026-03-31 | |
| TFLO | ISHARES TR | 10.34% | 360.4K | $18.2M | -0.55%(-2.00K) | $50.58(-0.06%) | 2026-03-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 7.75% | 699.7K | $13.7M | +14.91%(+90.80K) | $19.23(+1.77%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.82% | 27.6K | $6.7M | +23.00%(+5.16K) | $180.99(+27.31%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 3.46% | 18.1K | $6.1M | +8.88%(+1.47K) | $233.32(+270.32%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 2.86% | 18.7K | $5.0M | new | $221.38(+123.19%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.48% | 21.2K | $4.4M | -13.60%(-3.33K) | $161.54(+15.14%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.47% | 25.7K | $4.4M | -15.93%(-4.86K) | $106.46(+42.38%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 2.42% | 35.5K | $4.3M | -16.42%(-6.97K) | $91.31(+24.25%) | 2026-03-31 | |
| WBD | WARNER BROS DISCOVERY INC | 2.37% | 152.4K | $4.2M | +82.73%(+68.99K) | $25.97(+4.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.53% | +46.32% |
| Top 20 Holdings Unweighted | +20.68% | +75.76% |
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