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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
BILSpdr Ser Tr
Recent Activity
Increased 16.43%
34.13%
$47.229M
516,560 shares@ $91.44 avg price
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
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 98.68%
6.16%
$8.517M
412,433 shares@ $20.66 avg price
TSLATesla Inc
Recent Activity
Increased 0.78%
5.03%
$6.959M
17,232 shares@ $403.87 avg price
NVDANvidia Corporation
Recent Activity
New Position
4.66%
$6.443M
47,977 shares@ $134.3 avg price
GEGe Aerospace
Recent Activity
Increased 5.37%
2.6%
$3.596M
21,559 shares@ $166.8 avg price
WMTWalmart Inc
Recent Activity
Increased 31.77%
2.4%
$3.318M
36,719 shares@ $90.36 avg price
AAPLApple Inc
Recent Activity
Increased 9.31%
2.31%
$3.19M
12,738 shares@ $250.43 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.31%
2.21%
$3.049M
13,150 shares@ $231.85 avg price