Eric B. Parsons Portfolio
Invests via St. Louis Financial Planners Asset Management LLC | Managed by Timothy D. Hunt, Casey D. Hunt, Matthew Joseph Jarrell
Invests via St. Louis Financial Planners Asset Management LLC
Managed by Timothy D. Hunt, Casey D. Hunt, Matthew Joseph Jarrell
Automatically Tracked
Eric B. Parsons Profile
With a robust foundation in business development and operational leadership, Eric B. Parsons excels as an investor-operator driving innovation across diverse sectors. He has successfully navigated the complexities of entrepreneurship while scaling ventures through strategic partnerships and market positioning. His experience spans both startup environments and established corporations, giving him unique insights into capital markets dynamics. Notably involved in guiding transformative initiatives within tech-driven enterprises, he leverages his expansive network to identify growth opportunities that align with emerging industry trends.
With a robust foundation in business development and operational leadership, Eric B. Parsons excels as an investor-operator driving innovation across diverse sectors. He has successfully navigated the complexities of entrepreneurship while scaling ventures through strategic partnerships and market positioning. His experience spans both startup environments and established corporations, giving him unique insights into capital markets dynamics. Notably involved in guiding transformative initiatives within tech-driven enterprises, he leverages his expansive network to identify growth opportunities that align with emerging industry trends.
Investment Philosophy & Strategy
Harnessing a profound understanding of market dynamics, Eric B. Parsons approaches investments with an entrepreneurial mindset that prioritizes innovation and strategic execution. His wealth of experience across varied sectors enables him to spot promising opportunities ripe for transformation, particularly in technology-driven landscapes. By focusing on scalable solutions and effective partnerships, he enhances operational efficiency while driving sustained growth. The emphasis on fostering collaborative relationships not only fuels his investment choices but also reinforces the potential of ventures he backs to capture significant market share.
Harnessing a profound understanding of market dynamics, Eric B. Parsons approaches investments with an entrepreneurial mindset that prioritizes innovation and strategic execution. His wealth of experience across varied sectors enables him to spot promising opportunities ripe for transformation, particularly in technology-driven landscapes. By focusing on scalable solutions and effective partnerships, he enhances operational efficiency while driving sustained growth. The emphasis on fostering collaborative relationships not only fuels his investment choices but also reinforces the potential of ventures he backs to capture significant market share.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
45.68%
Gain -0.64%
Monthly
0.95%
Yearly
12.04%
Drawdown
11.3%
$186.59M
Equity
Holdings
$186.59M
Investment
$166.75M
$56.46M
Profit -$1.11M
Realized
$36.62M
Unrealized
$19.84M
Dividends
$14.06M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$1.11M
Win %
75%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1.11M
Win %
75%
This Month
Compared to last month
Gain
-0.72%
Profit
-$1.35M
Win %
75%
This Year
Compared to last year
Gain
-2.76%
Profit
-$5.3M
Win %
71%
CRM Salesforce Inc
+4.65%
+$246,969.23 
PLTR Palantir Technologies Inc.
+4.02%
+$168,779.52 
IBM International Business Machines Corporation
+2.56%
+$88,677.96 
ABBV AbbVie Inc.
+1.74%
+$86,024.96 
KO The Coca-Cola Company
+1.06%
+$50,772.37 
V Visa Inc. Class A
+1.01%
+$38,058.14 
HD The Home Depot, Inc.
+0.97%
+$41,444.53 
AXP American Express Company
+0.84%
+$27,848.73 
ABT Abbott Laboratories
+0.8%
+$41,885.29 
JNJ Johnson & Johnson
+0.54%
+$19,335.17 
PG Procter & Gamble Co
+0.53%
+$23,661.45 
AAPL Apple Inc.
+0.47%
+$18,456.48 
MRK Merck & Co., Inc.
+0.46%
+$25,416.99 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$602.83 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$898.4 
LRCX Lam Research Corporation
-7.79%
-$287,432.32 
INTC Intel Corporation
-5.24%
-$184,289.49 
MU Micron Technology, Inc.
-4.75%
-$547,657.11 
AMD Advanced Micro Devices, Inc.
-3.9%
-$223,352.12 
WDC Western Digital Corporation
-3.45%
-$187,877.16 
MS Morgan Stanley
-3.38%
-$116,471.25 
NVDA NVIDIA Corporation
-2.85%
-$101,559.15 
PSLV Sprott Physical Silver Trust
-2.03%
-$4,254.25 
GE General Electric Company
-1.94%
-$67,189.78 
WFC Wells Fargo & Company
-1.92%
-$69,321.93 
CSCO Cisco Systems, Inc.
-1.65%
-$62,196.79 
RTX RTX Corporation
-1.31%
-$47,286.02 
AMZN Amazon.com Inc
-1.21%
-$44,939.4 
C Citigroup Inc.
-0.83%
-$28,920.2 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$13,149.76 Events
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Dividends
Dividend Analysis
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| Trades 468 | Longs Won 302/468 64% | Profit Factor 4.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $568,991.55 |
| Average Win $241,684.44 | Best Trade (Sep 09) $7.75M | Sharpe Ratio -10.69 |
| Average Loss -$99,549.83 | Worst Trade (Sep 14) -$1.96M | Z-Score -1.19 (76.57%) |
| Commissions $0 | Avg. Trade Length 8m 2w 5d | Expectancy $120,648.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,873 | 1,685 | 1,498 | 1,311 | 1,124 | 936 | 749 | 562 | 375 | 187 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,831 | $2.43M | $3.95M | - | $1.52M | 62.47% | +0.47% |
| ABBV AbbVie Inc. | 19,202 | $5.01M | $5.02M | - | $10,164.2 | 0.2% | +1.742% |
| ABT Abbott Laboratories | 51,393 | $4.66M | $5.28M | - | $618,000.82 | 13.25% | +0.799% |
| AMD Advanced Micro Devices, Inc. | 11,101 | $1.22M | $5.51M | - | $4.29M | 351.97% | -3.898% |
| AMZN Amazon.com Inc | 14,520 | $3.35M | $3.68M | - | $337,033.72 | 10.07% | -1.205% |
| AXP American Express Company | 10,201 | $3.59M | $3.34M | - | -$250,565.58 | -6.98% | +0.841% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 179,680 | $16.47M | $16.44M | - | -$25,173.74 | -0.15% | +0.005% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 2.68M | $52.45M | $52.47M | - | $16,601.09 | 0.03% | -0.025% |
| C Citigroup Inc. | 25,148 | $3.52M | $3.46M | - | -$57,875.84 | -1.64% | -0.828% |
| CRM Salesforce Inc | 21,429 | $4.62M | $5.56M | - | $933,288.16 | 20.19% | +4.652% |
| CSCO Cisco Systems, Inc. | 33,711 | $2.34M | $3.72M | - | $1.38M | 58.99% | -1.645% |
| GE General Electric Company | 10,682 | $4.03M | $3.39M | - | -$642,696.66 | -15.94% | -1.943% |
| HD The Home Depot, Inc. | 13,861 | $4.61M | $4.32M | - | -$291,445.96 | -6.32% | +0.968% |
| IBM International Business Machines Corporation | 14,234 | $3.62M | $3.55M | - | -$71,079.48 | -1.96% | +2.561% |
| INTC Intel Corporation | 34,191 | $4.77M | $3.34M | - | -$1.44M | -30.14% | -5.236% |
| JNJ Johnson & Johnson | 13,521 | $2.94M | $3.61M | - | $672,725.51 | 22.9% | +0.538% |
| KO The Coca-Cola Company | 54,302 | $4.08M | $4.85M | - | $768,910.71 | 18.86% | +1.059% |
| LRCX Lam Research Corporation | 12,368 | $5.36M | $3.4M | - | -$1.96M | -36.54% | -7.793% |
| MRK Merck & Co., Inc. | 38,510 | $3.41M | $5.57M | - | $2.16M | 63.49% | +0.459% |
| MS Morgan Stanley | 16,065 | $3.44M | $3.33M | - | -$109,310.55 | -3.18% | -3.382% |
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FAQ
Which stocks have generated the highest profits for Eric B. Parsons?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Bloomberg 1-3 Month T-Bill ETF - $6.17M, Micron Technology, Inc - $5.42M, Palantir Technologies Inc - $5.29M, Western Digital Corporation - $2.39M, and General Electric Company - $2.24M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Uber Technologies, Inc - $524,539.82, Intel Corporation - $509,093.49, Newmont Corporation - $481,384.6, Pfizer Inc - $442,385.82, and PepsiCo, Inc - $318,690.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eric B. Parsons's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.06M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $6.09M, iShares Treasury Floating Rate Bond ETF - $1.87M, Invesco BulletShares 2026 Corporate Bond ETF - $597,436.56, Invesco BulletShares 2025 Corporate Bond ETF - $541,468.27, and Verizon Communications Inc - $379,243.3. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eric B. Parsons's monthly returns?
Eric B. Parsons's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Eric B. Parsons's strategy be considered aggressive or moderate?
Eric B. Parsons's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Eric B. Parsons's strategy?
Eric B. Parsons's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
