Eric B. Parsons
St. Louis Financial Planners Asset Management, Llc
Assets Managed
$187.545M
Holdings
30
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
6.32%(2Q avg: 7.38%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in St. Louis Financial Planners Asset Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 30 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 2026 - Q2, they manage 187.545M in assets, with a quarterly growth rate of 6.32% and a 2-quarter average growth rate of 7.38%. The portfolio is managed by Eric B. Parsons, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BSCQ Invesco Bulletshares 2026 Cb
| 27.96% | $52.425M 2.684M shares@ $19.54 avg price | Increased 283.52% |
BIL Spdr Bloomberg 1-3 Month T-b
| 8.77% | $16.43M 179,680 shares@ $91.45 avg price | Decreased -67.99% |
MU Micron Technology Inc
| 6.16% | $11.543M 11,831 shares@ $975.63 avg price | Decreased -34.51% |
WDC Western Digital Corp
| 3.51% | $6.568M 12,184 shares@ $539.04 avg price | Decreased -34.72% |
AMD Advanced Micro Devices
| 3.07% | $5.748M 11,101 shares@ $517.83 avg price | Decreased -17.5% |
ABBV Abbvie Inc
| 2.68% | $5.013M 19,202 shares@ $261.08 avg price | New Position |
MRK Merck & Co. Inc.
| 2.67% | $4.989M 38,510 shares@ $129.57 avg price | Increased 8.55% |
HD Home Depot Inc
| 2.65% | $4.961M 13,861 shares@ $357.91 avg price | Increased 15.36% |
ABT Abbott Laboratories
| 2.62% | $4.903M 51,393 shares@ $95.41 avg price | New Position |
PG Procter & Gamble Co The
| 2.5% | $4.683M 30,930 shares@ $151.42 avg price | Increased 19.67% |
1-10 of 30