Portfolio (Quarterly)
Guide ↗
St. Louis Financial Planners Asset Management, LLC
· CIK 0001966171| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORPORATION | Energy | 21,175 | $4.4M | 2.48% | SOLD |
| 2 | XOM | EXXON MOBIL CORP | Energy | 25,655 | $4.4M | 2.47% | SOLD |
| 3 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 152,377 | $4.2M | 2.37% | SOLD |
| 4 | PEP | PEPSICO INC | Consumer Defensive | 26,531 | $4.1M | 2.34% | SOLD |
| 5 | NEM | NEWMONT CORP | Basic Materials | 32,990 | $3.6M | 2.02% | SOLD |
| 6 | GOOGL | ALPHABET INC | Communication Services | 12,043 | $3.5M | 1.96% | SOLD |
| 7 | NFLX | NETFLIX INC. | Communication Services | 30,928 | $3.0M | 1.69% | SOLD |
| 8 | WMT | WALMART INC | Consumer Defensive | 22,442 | $2.8M | 1.58% | SOLD |
| 9 | ORCL | ORACLE CORP | Technology | 17,505 | $2.6M | 1.46% | SOLD |
| 10 | BAC | BANK AMERICA CORP | Financial Services | 50,972 | $2.5M | 1.41% | SOLD |
| 11 | EZA | ISHARES INC | — | 25,989 | $1.8M | 1.00% | SOLD |
| 12 | IHE | ISHARES TR | — | 13,804 | $1.2M | 0.68% | SOLD |
| 13 | CVS | CVS HEALTH CORP | Healthcare | 11,562 | $830K | 0.47% | SOLD |
| 14 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 11,159 | $809K | 0.46% | SOLD |
| 15 | EWC | ISHARES INC | — | 11,048 | $605K | 0.34% | SOLD |
Sector Allocation
Technology
46.6%
Healthcare
16.0%
Financial Services
15.4%
Consumer Defensive
8.0%
Consumer Cyclical
7.3%
Industrials
6.6%