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Eric B. Parsons

@St. Louis Financial Planners Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$138.407MTotal holdings33
Assets growth rate9.9%Assets growth rate (2-Q avg)9.1%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in St. Louis Financial Planners Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of St. Louis Financial Planners Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 138.407M in assets, with a quarterly growth rate of 9.9% and a 2-quarter average growth rate of 9.1%. The portfolio is managed by Eric B. Parsons, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TFLOIshares Tr
Recent Activity
Decreased -0.69%
9.71%
$13.427M
266,036 shares@ $50.48 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -10.38%
7.75%
$10.725M
18,298 shares@ $586.12 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.31%
2.21%
$3.049M
13,150 shares@ $231.85 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -14.23%
1.56%
$2.15M
36,324 shares@ $59.21 avg price
DISDisney Walt Co
Recent Activity
Decreased -11.67%
1.52%
$2.095M
18,814 shares@ $111.36 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.67%
1.46%
$2.016M
13,937 shares@ $144.63 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -2.3%
1.46%
$2.009M
10,713 shares@ $187.53 avg price
INTCIntel Corp
Recent Activity
Decreased -1.54%
1.29%
$1.776M
88,567 shares@ $20.06 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -7.57%
1.28%
$1.766M
10,535 shares@ $167.66 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -4.59%
1.26%
$1.737M
11,307 shares@ $153.63 avg price