13F-HR filed by St. Louis Financial Planners Asset Management, LLC
St. Louis Financial Planners Asset Management, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-02, with 37 holding rows worth $155,093,822.
- Accession
- 0001214659-25-014504
- Filer
- CIK 1966171
- Filed
- 2025-10-02
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 37 entries on the cover page, a total value of $155,093,822 stated on the cover page (in dollars after the unit check, H1), rows summing to $155,093,822 with VALUE read as dollars as filed, 13F file number 028-23125. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 400,341 | $36,731,367 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 341,333 | $17,268,041 | dollars as filed | |
| INVESCO | 46138J825 | EXCHANGE TRADED | 505,168 | $10,451,939 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 50,618 | $9,233,873 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 15,654 | $5,164,568 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 17,108 | $4,811,587 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 12,542 | $4,330,970 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 15,653 | $3,805,388 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 22,071 | $3,571,011 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 14,630 | $3,387,590 | dollars as filed | |
| Apple Inc | 037833100 | COM | 12,729 | $3,241,250 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 32,258 | $3,160,341 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 18,709 | $3,130,659 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 11,076 | $3,125,310 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 16,655 | $3,107,540 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 27,373 | $3,086,389 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 16,729 | $3,073,773 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 16,569 | $3,072,329 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 67,172 | $2,952,246 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 34,661 | $2,909,136 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 18,683 | $2,901,283 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 56,021 | $2,890,150 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 27,545 | $2,838,826 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 33,271 | $2,788,795 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 23,952 | $2,742,572 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 39,640 | $2,712,193 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 28,484 | $2,545,681 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 21,155 | $1,594,918 | dollars as filed | |
| ISHARES INC MSCI SPAIN ETF | 464286764 | MSCI SPAIN ETF | 29,469 | $1,458,719 | dollars as filed | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 39,745 | $1,334,269 | dollars as filed | |
| Intel Corp | 458140100 | COM | 21,565 | $723,534 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 10,278 | $290,267 | dollars as filed | |
| ECOPETROL S A SPONSORED ADS | 279158109 | ADR | 19,494 | $179,542 | dollars as filed | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 13,129 | $166,223 | dollars as filed | |
| SPROTT PHYSICAL SILVER TR | 85207K107 | TR UNIT | 10,010 | $157,157 | dollars as filed | |
| AGNC INVT CORP COM | 00123Q104 | REIT | 11,132 | $108,985 | dollars as filed | |
| ADVANTAGE SOLUTIONS INC. | 00791N102 | COM CL A | 29,674 | $45,401 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-25-014504 | this filing | 2025-10-02 | acceptance time not in the bulk data set |