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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

St. Louis Financial Planners Asset Management, LLC

Quarter ended Q3 2025 · Filed October 2, 2025 · Accession 0001214659-25-014504

Total Value
$155.1M
Positions
37
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (37)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78468R663400,341$36.7M23.68%
2ISHARES TR46434V860341,333$17.3M11.13%
3INVESCO EXCH TRD SLF IDX FDIVZ505,168$10.5M6.74%
4PALANTIR TECHNOLOGIES INCPLTR50,618$9.2M5.95%
5BROADCOM INCAVGO15,654$5.2M3.33%
6ORACLE CORPORCL-PD17,108$4.8M3.10%
7UNITEDHEALTH GROUP INCUNH12,542$4.3M2.79%
8ALPHABET INCGOOG15,653$3.8M2.45%
9ADVANCED MICRO DEVICES INCAMD22,071$3.6M2.30%
10ABBVIE INCABBV14,630$3.4M2.18%
11APPLE INCAAPL12,729$3.2M2.09%
12UBER TECHNOLOGIES INCUBER32,258$3.2M2.04%
13RTX CORPORATIONRTX18,709$3.1M2.02%
14INTERNATIONAL BUSINESS MACHSINTR11,076$3.1M2.02%
15NVIDIA CORPORATIONNVDA16,655$3.1M2.00%
16EXXON MOBIL CORPXOM27,373$3.1M1.99%
17TEXAS INSTRS INC88250810416,729$3.1M1.98%
18JOHNSON & JOHNSONJNJ16,569$3.1M1.98%
19VERIZON COMMUNICATIONS INCVZ67,172$3.0M1.90%
20MERCK & CO INCMRK34,661$2.9M1.88%
21CHEVRON CORP NEWCVX18,683$2.9M1.87%
22BANK AMERICA CORP06050510456,021$2.9M1.86%
23WALMART INCWMT27,545$2.8M1.83%
24WELLS FARGO CO NEW94974610133,271$2.8M1.80%
25DISNEY WALT CO25468710623,952$2.7M1.77%
26CISCO SYS INCCSCO39,640$2.7M1.75%
27ISHARES TR46428743228,484$2.5M1.64%
28CVS HEALTH CORPCVS21,155$1.6M1.03%
29ISHARES INC46428676429,469$1.5M0.94%
30ISHARES TR46428844839,745$1.3M0.86%
31INTEL CORPINTC21,565$723,5340.47%
32AT&T INCT-PC10,278$290,2670.19%
33ECOPETROL S AEC19,494$179,5420.12%
34PETROLEO BRASILEIRO SA PETRO71654V40813,129$166,2230.11%
35SPROTT ASSET MANAGEMENT LPSII10,010$157,1570.10%
36AGNC INVT CORP00123Q10411,132$108,9850.07%
37ADVANTAGE SOLUTIONS INCADV29,674$45,4010.03%