Fund Holdings

St. Louis Financial Planners Asset Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
SPDR SERIES TRUST300,990400,341+99,35127,609,84436,731,36723.68%+9,121,523
UNITEDHEALTH GROUP INC(UNH)012,542+12,54204,330,9702.79%+4,330,970
ABBVIE INC(ABBV)014,630+14,63003,387,5902.18%+3,387,590
UBER TECHNOLOGIES INC(UBER)032,258+32,25803,160,3412.04%+3,160,341
INTERNATIONAL BUSINESS MACHS(IBM)011,076+11,07603,125,3102.02%+3,125,310
TEXAS INSTRS INC(TXN)016,729+16,72903,073,7731.98%+3,073,773
JOHNSON & JOHNSON(JNJ)016,569+16,56903,072,3291.98%+3,072,329
WALMART INC(WMT)027,545+27,54502,838,8261.83%+2,838,826
WELLS FARGO CO NEW(WFC)033,271+33,27102,788,7951.80%+2,788,795
ISHARES TR296,075341,333+45,25814,996,21417,268,04111.13%+2,271,827
PALANTIR TECHNOLOGIES INC(PLTR)53,06150,618-2,4437,233,2769,233,8735.95%+2,000,597
ISHARES INC029,469+29,46901,458,7190.94%+1,458,719
ISHARES TR039,745+39,74501,334,2690.86%+1,334,269
ORACLE CORP(ORCL)16,17217,108+9363,535,8534,811,5873.10%+1,275,734
ALPHABET INC(GOOG)15,12715,653+5262,666,0043,805,3882.45%+1,139,384
VERIZON COMMUNICATIONS INC(VZ)46,38067,172+20,7922,006,8852,952,2461.90%+945,361
CVS HEALTH CORP(CVS)10,73521,155+10,420740,5641,594,9181.03%+854,354
BROADCOM INC(AVGO)16,03215,654-3784,419,2285,164,5683.33%+745,340
INTEL CORP(INTC)021,565+21,5650723,5340.47%+723,534
INVESCO EXCH TRD SLF IDX FD478,128505,168+27,0409,887,69210,451,9396.74%+564,247
APPLE INC(AAPL)13,18012,729-4512,704,2423,241,2502.09%+537,008
RTX CORPORATION(RTX)18,51418,709+1952,703,4833,130,6592.02%+427,176
CHEVRON CORP NEW(CVX)18,46218,683+2212,643,6562,901,2831.87%+257,627
EXXON MOBIL CORP26,52327,373+8502,859,2843,086,3891.99%+227,105
MERCK & CO INC(MRK)34,37234,661+2892,720,9552,909,1361.88%+188,181
ISHARES TR27,01328,484+1,4712,383,9162,545,6811.64%+161,765
SPROTT ASSET MANAGEMENT LP(PSLV)010,010+10,0100157,1570.10%+157,157
BANK AMERICA CORP57,95656,021-1,9352,742,5012,890,1501.86%+147,649
AGNC INVT CORP(AGNC)011,132+11,1320108,9850.07%+108,985
ECOPETROL S A(EC)17,50819,494+1,986154,948179,5420.12%+24,594
PETROLEO BRASILEIRO SA PETRO(PBR)11,99213,129+1,137150,028166,2230.11%+16,195
ADVANCED MICRO DEVICES INC(AMD)25,09522,071-3,0243,561,0223,571,0112.30%+9,989
ADVANTAGE SOLUTIONS INC29,67429,674039,16945,4010.03%+6,232
CISCO SYS INC(CSCO)39,11339,640+5272,713,7112,712,1931.75%-1,518
SPROTT PHYSICAL SILVER TR(PSLV)10,0100-10,010122,5220-122,522
DISNEY WALT CO(DIS)26,75323,952-2,8013,317,7372,742,5721.77%-575,165
ON SEMICONDUCTOR CORP(ON)11,4800-11,480601,7180-601,718
ISHARES TR21,4850-21,485639,8420-639,842
NVIDIA CORPORATION(NVDA)24,77616,655-8,1213,914,3773,107,5402.00%-806,837
ISHARES TR19,2390-19,2392,102,6710-2,102,671
PROCTER AND GAMBLE CO(PG)13,5170-13,5172,153,6710-2,153,671
PHILIP MORRIS INTL INC(PM)13,3830-13,3832,437,4700-2,437,470
ABBOTT LABS18,3010-18,3012,489,1330-2,489,133
QUALCOMM INC(QCOM)15,9210-15,9212,535,6990-2,535,699
PEPSICO INC(PEP)21,4710-21,4712,835,1350-2,835,135
GE AEROSPACE(GE)11,3090-11,3092,910,8560-2,910,856
AMAZON COM INC(AMZN)13,5470-13,5472,972,1670-2,972,167
AT&T INC(T)126,40410,278-116,1263,658,142290,2670.19%-3,367,875
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