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  Name: St. Louis Financial Planners Asset Management LLC
  City: CHESTERFIELD
  State: MO
  Zip: 63017
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $111,158,000
  Total Value Change : $3,826,000
  Securities Held Change : -2
   
All Securities Held : 34
  New Positions : 8
  Closed Positions : 11
  Increased Positions : 12
  Unchanged Positions : 1
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GE)1 Year Chart         GE General Electric Co 39 Closed $161.92 $0 0 0% -1,755,000 -13,753 0    Conglomerates
   (COP)1 Year Chart         COP ConocoPhillips 45 Closed $112.00 $0 0 0% -1,827,000 -15,737 0    Integrated Oil & Gas
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 38 Closed $1,208.88 $0 0 0% -5,043,000 -10,183 0    Semiconductor - Speci...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 44 Closed $38.96 $0 0 0% -1,524,000 -34,744 0    CATV Systems
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 37 Closed $147.08 $0 0 0% -1,700,000 -10,843 0    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 43 Closed $167.06 $0 0 0% -1,554,000 -10,603 0    Cleaning Products
   (XLF)1 Year Chart         XLF SPDR Financial Sector 36 Closed $41.48 $0 0 0% -1,481,000 -39,399 0    Closed - End Fund - E...
   (ABT)1 Year Chart         ABT Abbott Laboratories 42 Closed $107.58 $0 0 0% -1,882,000 -17,097 0    Drug Manufacturers - ...
   (XLC)1 Year Chart         XLC Communication Services Sele... 35 Closed $84.40 $0 0 0% -1,176,000 -16,187 0    N/A
   (IEZ)1 Year Chart         IEZ iShares Dow Jones U.S. Oil ... 41 Closed $23.06 $0 0 0% -288,000 -13,150 0    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 40 Closed $170.01 $0 0 0% -2,018,000 -12,339 0    Diversified Computer ...

      11 Records Found
  1    
Page 1 of 1
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