StockDrifts LogoStockDrifts

St. Louis Financial Planners Asset Management, Llc

Portfolio Manager
St. Louis Financial Planners Asset Management, LLC
Performance
+2.80% (2026 Q1)
AUM (13F)
$176.40M
# of Holdings
33
Performance Rank
Allocation (Top 20)
86.66%

St. Louis Financial Planners Asset Management, Llc Holdings Map

Top 33 St. Louis Financial Planners Asset Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BIL
SPDR SERIES TRUST
29.16%561.3K$51.4M
+268.16%(+408.87K)
2025-Q1: 619.2K shares2025-Q2: 301.0K shares2025-Q3: 400.3K shares2025-Q4: 152.5K shares2026-Q1: 561.3K shares
$91.57(-0.09%)
2026-03-31
TFLO
ISHARES TR
10.34%360.4K$18.2M
-0.55%(-2.00K)
2025-Q1: 289.2K shares2025-Q2: 296.1K shares2025-Q3: 341.3K shares2025-Q4: 362.4K shares2026-Q1: 360.4K shares
$50.58(-0.06%)
2026-03-31
BSCQ
INVESCO EXCH TRD SLF IDX FD
7.75%699.7K$13.7M
+14.91%(+90.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 608.9K shares2026-Q1: 699.7K shares
$19.23(+1.77%)
2026-03-31
JNJ
JOHNSON & JOHNSON
3.82%27.6K$6.7M
+23.00%(+5.16K)
2025-Q1: 11.1K shares2025-Q2: 0 shares2025-Q3: 16.6K shares2025-Q4: 22.4K shares2026-Q1: 27.6K shares
$180.99(+27.31%)
2026-03-31
MU
MICRON TECHNOLOGY INC
3.46%18.1K$6.1M
+8.88%(+1.47K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 16.6K shares2026-Q1: 18.1K shares
$233.32(+270.32%)
2026-03-31
WDC
WESTERN DIGITAL CORP
2.86%18.7K$5.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 18.7K shares
$221.38(+123.19%)
2026-03-31
CVX
CHEVRON CORPORATION
2.48%21.2K$4.4M
-13.60%(-3.33K)
2025-Q1: 15.2K shares2025-Q2: 18.5K shares2025-Q3: 18.7K shares2025-Q4: 24.5K shares2026-Q1: 21.2K shares
$161.54(+15.14%)
2026-03-31
XOM
EXXON MOBIL CORP
2.47%25.7K$4.4M
-15.93%(-4.86K)
2025-Q1: 23.9K shares2025-Q2: 26.5K shares2025-Q3: 27.4K shares2025-Q4: 30.5K shares2026-Q1: 25.7K shares
$106.46(+42.38%)
2026-03-31
MRK
MERCK & CO INC
2.42%35.5K$4.3M
-16.42%(-6.97K)
2025-Q1: 0 shares2025-Q2: 34.4K shares2025-Q3: 34.7K shares2025-Q4: 42.4K shares2026-Q1: 35.5K shares
$91.31(+24.25%)
2026-03-31
WBD
WARNER BROS DISCOVERY INC
2.37%152.4K$4.2M
+82.73%(+68.99K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 83.4K shares2026-Q1: 152.4K shares
$25.97(+4.93%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track St. Louis Financial Planners Asset Management, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all