Holdings of St. Louis Financial Planners Asset Management, LLC
31 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 67 % of the equity sleeve
Sector breakdown
- Technology 16.8 %
- Funds 11.2 %
- Consumer staples 9.5 %
- Health care 7.3 %
- Communication 6.5 %
- Consumer discretionary 4.2 %
- Financials 3.1 %
- Energy 2.7 %
- Materials 2.2 %
- Unattributed 36.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 31 | 162.5M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | SPDR Series Trust | 561,347 | 51.4M $ | |
| 2 | iShares Trust | 360,431 | 18.2M $ | |
| 3 | Johnson & Johnson | 27,579 | 6.7M $ | |
| 4 | Micron Technology Inc | 18,068 | 6.1M $ | |
| 5 | Western Digital Corp | 18,667 | 5M $ | |
| 6 | Chevron Corp | 21,175 | 4.4M $ | |
| 7 | Exxon Mobil Corp | 25,655 | 4.4M $ | |
| 8 | Merck & Co Inc | 35,479 | 4.3M $ | |
| 9 | Warner Bros Discovery Inc | 152,377 | 4.2M $ | |
| 10 | PepsiCo Inc | 26,531 | 4.1M $ | |
| 11 | Coca-Cola Co/The | 52,644 | 4M $ | |
| 12 | Home Depot Inc/The | 12,016 | 4M $ | |
| 13 | Procter & Gamble Co/The | 25,848 | 3.7M $ | |
| 14 | Newmont Corp | 32,990 | 3.6M $ | |
| 15 | Alphabet Inc | 12,043 | 3.5M $ | |
| 16 | Apple Inc | 11,940 | 3M $ | |
| 17 | Netflix Inc | 30,928 | 3M $ | |
| 18 | Amazon.com Inc | 13,490 | 2.8M $ | |
| 19 | Walmart Inc | 22,442 | 2.8M $ | |
| 20 | Advanced Micro Devices Inc | 13,456 | 2.7M $ | |
| 21 | Cisco Systems, Inc. | 33,798 | 2.6M $ | |
| 22 | Oracle Corp | 17,505 | 2.6M $ | |
| 23 | Salesforce Inc | 13,777 | 2.6M $ | |
| 24 | International Business Machines Corp. | 10,575 | 2.6M $ | |
| 25 | Wells Fargo & Co | 31,619 | 2.5M $ | |
| 26 | Bank of America Corp | 50,972 | 2.5M $ | |
| 27 | Ishares Inc | 25,989 | 1.8M $ | |
| 28 | iShares U.S. Pharmaceuticals E | 13,804 | 1.2M $ | |
| 29 | CVS Health Corp | 11,562 | 830.4K $ | |
| 30 | Monster Beverage Corp | 11,159 | 808.7K $ | |
| 31 | iShares MSCI Canada ETF | 11,048 | 605.4K $ | |