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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 $133,805,726
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 619,155 $56,795,131 42.45%
2.
Ishares Tr
 289,221 $14,651,945 10.95%
3.
Spdr S & P 500 Etf Trust
 SPY 19,786 $11,068,502 8.27%
4.
Invesco Exch Trd Slf Idx Fd
 371,186 $7,676,145 5.74%
5.
Palantir Technologies Inc.
 PLTR 59,278 $5,003,115 3.74%
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)