Portfolio (Quarterly)
Guide ↗
St. Louis Financial Planners Asset Management, LLC
· CIK 0001966171| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 47,547 | $8.5M | 5.20% | SOLD |
| 2 | AVGO | BROADCOM INC | Technology | 13,826 | $4.8M | 2.94% | SOLD |
| 3 | ABBV | ABBVIE INC | Healthcare | 16,383 | $3.7M | 2.30% | SOLD |
| 4 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 91,015 | $3.7M | 2.28% | SOLD |
| 5 | T | AT&T INC | Communication Services | 148,126 | $3.7M | 2.26% | SOLD |
| 6 | RTX | RTX CORPORATION | Industrials | 18,255 | $3.3M | 2.06% | SOLD |
| 7 | NVDA | NVIDIA CORPORATION | Technology | 16,573 | $3.1M | 1.90% | SOLD |
| 8 | C | CITIGROUP INC | Financial Services | 25,323 | $3.0M | 1.82% | SOLD |
| 9 | DIS | DISNEY WALT CO | Communication Services | 25,352 | $2.9M | 1.77% | SOLD |
| 10 | MS | MORGAN STANLEY | Financial Services | 16,166 | $2.9M | 1.76% | SOLD |
| 11 | ITA | ISHARES TR | — | 13,143 | $2.8M | 1.73% | SOLD |
| 12 | ABT | ABBOTT LABS | Healthcare | 22,399 | $2.8M | 1.73% | SOLD |
| 13 | EWY | ISHARES INC | — | 23,700 | $2.3M | 1.42% | SOLD |
| 14 | EWP | ISHARES INC | — | 32,443 | $1.7M | 1.07% | SOLD |
| 15 | APH | AMPHENOL CORP NEW | Technology | 10,001 | $1.4M | 0.83% | SOLD |
| 16 | IJR | ISHARES TR | — | 10,069 | $1.2M | 0.74% | SOLD |
| 17 | IDV | ISHARES TR | — | 33,244 | $1.2M | 0.72% | SOLD |
| 18 | INTC | INTEL CORP | Technology | 17,546 | $647K | 0.40% | SOLD |
| 19 | ADV | ADVANTAGE SOLUTIONS INC | Communication Services | 29,674 | $26K | 0.02% | SOLD |
Sector Allocation
Technology
30.5%
Consumer Defensive
17.3%
Healthcare
13.2%
Communication Services
11.9%
Energy
9.8%
Consumer Cyclical
7.6%
Financial Services
5.9%
Basic Materials
4.0%