Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 7 | Q2 2024 | 72.2% |
ISHARES TR | 7 | Q2 2024 | 10.8% |
INVESCO EXCH TRD SLF IDX FD | 7 | Q2 2024 | 3.3% |
EXXON MOBIL CORP | 7 | Q2 2024 | 2.1% |
SELECT SECTOR SPDR TR | 7 | Q2 2024 | 2.3% |
SELECT SECTOR SPDR TR | 6 | Q2 2024 | 3.5% |
ABBVIE INC | 6 | Q2 2024 | 2.1% |
MERCK & CO INC | 6 | Q2 2024 | 2.2% |
CHEVRON CORP NEW | 6 | Q2 2024 | 2.0% |
PIMCO INCOME STRATEGY FD II | 6 | Q2 2024 | 0.2% |
View St. Louis Financial Planners Asset Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-12 |
13F-HR | 2024-04-10 |
13F-HR | 2024-01-05 |
13F-HR | 2023-10-06 |
13F-HR | 2023-07-06 |
13F-HR | 2023-04-05 |
13F-HR | 2023-02-17 |
View St. Louis Financial Planners Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.