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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
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
DLTRDollar Tree Inc
Recent Activity
New Position
0.94%
$1.296M
17,288 shares@ $74.95 avg price
RTXRtx Corporation
Recent Activity
Decreased -35.29%
0.94%
$1.289M
11,140 shares@ $115.73 avg price
XELXcel Energy Inc
Recent Activity
New Position
0.93%
$1.285M
19,024 shares@ $67.53 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -43.88%
0.62%
$854,401
10,010 shares@ $85.36 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.59%
$809,070
10,689 shares@ $75.7 avg price
EWMIshares Inc
Recent Activity
New Position
0.57%
$784,362
31,975 shares@ $24.54 avg price
IEZIshares Tr
Recent Activity
New Position
0.29%
$399,647
20,174 shares@ $19.82 avg price
PBRPetroleo Brasileiro Sa Petro
Recent Activity
Decreased -2.75%
0.12%
$161,404
12,550 shares@ $12.87 avg price