St. Louis Financial Planners Asset Management, LLC - Portfolio overview

St. Louis Financial Planners Asset Management, LLC has 53 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 21.98%
2. TFLO - ISHARES TR, 7.80%
3. BSCQ - INVESCO EXCH TRD SLF IDX FD, 5.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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