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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
AMZNAmazon Com Inc
Recent Activity
New Position
2.06%
$2.838M
12,937 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 11.27%
1.91%
$2.639M
13,938 shares@ $189.31 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
KOCoca Cola Co
Recent Activity
Increased 0.2%
1.47%
$2.023M
32,495 shares@ $62.27 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
WFCWells Fargo Co New
Recent Activity
New Position
1.35%
$1.855M
26,413 shares@ $70.25 avg price
INTCIntel Corp
Recent Activity
Decreased -1.54%
1.29%
$1.776M
88,567 shares@ $20.06 avg price
ABTAbbott Labs
Recent Activity
New Position
1.28%
$1.77M
15,652 shares@ $113.12 avg price