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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
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$4.282M
202,666 shares@ $21.14 avg price
ORCLOracle Corp
Recent Activity
Exited
0%
$2.51M
14,689 shares@ $170.88 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$2.394M
14,010 shares@ $170.91 avg price
CVXChevron Corp New
Recent Activity
Exited
0%
$2.291M
15,197 shares@ $150.75 avg price
VZVerizon Communications Inc
Recent Activity
Exited
0%
$2.25M
50,923 shares@ $44.19 avg price
SOSouthern Co
Recent Activity
Exited
0%
$2.127M
23,555 shares@ $90.32 avg price
MMM3m Co
Recent Activity
Exited
0%
$1.369M
10,119 shares@ $135.28 avg price