Long-term investor
St. Louis Financial Planners Asset Management, LLC @stlouisfinancialplanners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966171).
Record
- Tracked since 2025-06-30 (478 days), 205 trades recorded
- Returns: week n/a · month n/a · 90 days -2.6% · 6 months +16.5% · 1 year +17.6% · all +17.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46138J791 · 22.5% · long · since 2025-12-31
- 78468R663 · 19.2% · long · since 2025-09-30
- 46434V860 · 2.7% · long · since 2025-09-30
- MRK · 2.3% · long · since 2025-09-30
- 30233Q108 · 2.2% · long · since 2026-09-30
- SNDK · 2.2% · long · since 2026-09-30
- CVX · 2.1% · long · since 2025-09-30
- KO · 2.0% · long · since 2025-12-31
- TMO · 1.9% · long · since 2026-09-30
- PG · 1.9% · long · since 2025-12-31
- MCD · 1.8% · long · since 2026-09-30
- ABBV · 1.8% · long · since 2025-09-30