Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: St. Louis Financial Planners Asset Management LLC
  City: CHESTERFIELD
  State: MO
  Zip: 63017
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 12     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 3 - $0.00 $10,788,000 213,760 9.71% 893,000 17,705 0.024    N/A
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 5 - $21.04 $3,640,000 173,401 3.27% 227,000 10,001 0.033    N/A
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... 6 - $20.45 $3,603,000 176,353 3.24% 210,000 10,455 0.055    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 7 - $210.16 $3,452,000 16,642 3.11% 276,000 144 0.006    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 9 - $117.26 $2,324,000 19,476 2.09% 742,000 3,654 0    Integrated Oil & Gas
   (CVX)1 Year Chart         CVX Chevron Corp 12 - $162.30 $2,051,000 12,784 1.85% 367,000 1,493 0.001    Integrated Oil & Gas
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 14 - $46.50 $2,024,000 41,536 1.82% 450,000 10,376 0.001    Networking & Communic...
   (AAPL)1 Year Chart         AAPL Apple Inc 16 - $192.25 $2,012,000 11,857 1.81% -61,000 1,089 0    Personal Computers
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 18 - $60.24 $1,958,000 32,938 1.76% 239,000 22,037 0.001    Discount, Variety Stores
   (PFE)1 Year Chart         PFE Pfizer Inc 20 - $28.66 $1,945,000 71,439 1.75% 1,945,000 71,439 0.001    Drug Manufacturers - ...
   (INTC)1 Year Chart         INTC Intel Corp 28 - $30.85 $1,589,000 39,400 1.43% -270,000 2,414 0.001    Semiconductor- Broad...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 29 - $143.70 $1,587,000 11,020 1.43% 111,000 198 0    Closed - End Fund - E...

      12 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results