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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 : 8     View All Holdings Currently Viewing:  New 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
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 4 New $529.45 $6,974,000 13,427 6.27% 6,974,000 13,427 0    Closed - End Fund - E...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 15 New $40.06 $2,015,000 47,032 1.81% 2,015,000 47,032 0.001    Telecom Services - Do...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 17 New $176.06 $1,986,000 12,817 1.79% 1,986,000 12,817 0    Search Engines & Info...
   (KO)1 Year Chart         KO Coca-Cola Co 19 New $63.03 $1,950,000 32,596 1.75% 1,950,000 32,596 0.001    Beverage Soft Drinks...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 23 New $193.86 $1,884,000 10,834 1.69% 1,884,000 10,834 0.001    Communication Equipment
   (PEP)1 Year Chart         PEP Pepsico Inc 26 New $182.19 $1,821,000 10,733 1.64% 1,821,000 10,733 0.001    Beverage Soft Drinks...
   (RTX)1 Year Chart         RTX RTX Corp 30 New $101.02 $1,431,000 14,668 1.29% 1,431,000 14,668 0.001    Conglomerates
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 32 New $78.21 $926,000 12,423 0.83% 926,000 12,423 0.001    Closed - End Fund - E...

      8 Records Found
  1    
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