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Home > Institutional Investor > St. Louis Financial Planners Asset Management, Llc > Profile

Instuitional Investor - St. Louis Financial Planners Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: St. Louis Financial Planners Asset Management, Llc
Portfolio Value $131,163,615
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 300,990 $27,609,844 21.05%
2.
Ishares Tr
 296,075 $14,996,214 11.43%
3.
Invesco Exch Trd Slf Idx Fd
 478,128 $9,887,692 7.54%
4.
Palantir Technologies Inc.
 PLTR 53,061 $7,233,276 5.51%
5.
Broadcom Inc.
 AVGO 16,032 $4,419,228 3.37%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)