St. Louis Financial Planners Asset Management, LLC

RIA/Wealth

St. Louis Financial Planners Asset Management, LLC is a RIA/Wealth based in Colorado Springs, CO led by Casey Daniel Hunt, reporting $188.5M in AUM as of Q3 2025 with 45% ETF concentration, 64% concentrated in top 10 holdings, and 24% allocation to BIL.

PresidentCasey Daniel Hunt

Portfolio Value: $155.1M
Positions: 37
Top Holding: BIL at 23.68%
Last Reported: Q3 2025

Address660 Southpointe Court, Suite 312, Colorado Springs, CO, 80906, United States

Top Holdings

Largest long holdings in St. Louis Financial Planners Asset Management, LLC's portfolio (63.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$36.7M	23.68%	+$9.1M Bought	— 400.3K shares	Q4 2022 Held for 2y 11m
2 iShares Treasury Floating Rate Bond TFLO	ETF ETF	$17.3M	11.13%	+$2.3M Bought	— 341.3K shares	Q4 2022 Held for 2y 11m
3 Invesco BulletShares 2025 Corporate Bond BSCP	ETF ETF	$10.5M	6.74%	+$559.5K Bought	— 505.2K shares	Q3 2023 Held for 2y 2m
4 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$9.2M	5.95%	-$445.7K Sold	0.00% 50.6K shares	Q1 2025 Held for 8 months
5 Broadcom Inc. AVGO	Semiconductors Technology	$5.2M	3.33%	-$124.7K Sold	0.00% 15.7K shares	Q3 2024 Held for 1y 2m
6 Oracle ORCL	Software - Infrastructure Technology	$4.8M	3.10%	+$263.2K Bought	0.00% 17.1K shares	Q2 2025 Held for 5 months
7 UnitedHealth Group UNH	Medical - Healthcare Plans Healthcare	$4.3M	2.79%	+$4.3M New	0.00% 12.5K shares	Q3 2025 Held for 2 months
8 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$3.8M	2.45%	+$127.9K Bought	0.00% 15.7K shares	Q1 2024 Held for 1y 8m
9 Advanced Micro Devices AMD	Semiconductors Technology	$3.6M	2.30%	-$489.3K Sold	0.00% 22.1K shares	Q4 2023 Held for 1y 11m
10 AbbVie ABBV	Drug Manufacturers - General Healthcare	$3.4M	2.18%	+$3.4M Bought	0.00% 14.6K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in St. Louis Financial Planners Asset Management, LLC's latest filing

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Market Value

$155.1M

Prior: $131.2M

Q/Q Change

+18.24%

+$23.9M

Net Flows % of MV

-2.15%

Turnover Ratio

22.22%

New Purchases

4 stocks

$10.3M

Added To

15 stocks

+$14.4M

Sold Out Of

10 stocks

$21.7M

Reduced Holdings

8 stocks

-$6.4M

Increased Positions

Position	Shares Δ	Change
1 UnitedHealth Group UNH	New	0 → 12.5K +$4.3M
2 Uber Technologies UBER	New	0 → 32.3K +$3.2M
3 iShares MSCI Spain EWP	New	0 → 29.5K +$1.5M
4 iShares International Select Dividend IDV	New	0 → 39.7K +$1.3M
5 CVS Health CVS	+97.07%	10.7K → 21.2K +$785.6K

Decreased Positions

Position	Shares Δ	Change
1 Amazon AMZN	Sold	13.5K → 0 −$3.0M
2 General Electric GE	Sold	11.3K → 0 −$2.9M
3 PepsiCo PEP	Sold	21.5K → 0 −$2.8M
4 Qualcomm QCOM	Sold	15.9K → 0 −$2.5M
5 Abbott ABT	Sold	18.3K → 0 −$2.5M