Eric B. Parsons

@St. Louis Financial Planners Asset Management, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$138.407M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVDANvidia Corporation Recent Activity New Position	4.66%	$6.443M 47,977 shares@ $134.3 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	2.06%	$2.838M 12,937 shares@ $219.4 avg price	New Position
WFCWells Fargo Co New Recent Activity New Position	1.35%	$1.855M 26,413 shares@ $70.25 avg price	New Position
ABTAbbott Labs Recent Activity New Position	1.28%	$1.77M 15,652 shares@ $113.12 avg price	New Position
DLTRDollar Tree Inc Recent Activity New Position	0.94%	$1.296M 17,288 shares@ $74.95 avg price	New Position
XELXcel Energy Inc Recent Activity New Position	0.93%	$1.285M 19,024 shares@ $67.53 avg price	New Position
XLUSelect Sector Spdr Tr Recent Activity New Position	0.59%	$809,070 10,689 shares@ $75.7 avg price	New Position
EWMIshares Inc Recent Activity New Position	0.57%	$784,362 31,975 shares@ $24.54 avg price	New Position
IEZIshares Tr Recent Activity New Position	0.29%	$399,647 20,174 shares@ $19.82 avg price	New Position