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
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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:
43.42%
Gain -0.51%
Monthly
0.92%
Yearly
11.68%
Drawdown
10.77%
$183.61M
Equity
Holdings
$183.61M
Investment
$166.75M
$52.96M
Profit -$1.11M
Realized
$36.1M
Unrealized
$16.86M
Dividends
$13.46M
Goals
Avg. 39% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$1.11M
Win %
68%
This Week
Compared To Last Week
Gain
0.74%
Profit
$1.36M
Win %
68%
This Month
Compared to last month
Gain
-3.83%
Profit
-$7.31M
Win %
68%
This Year
Compared to last year
Gain
-4.32%
Profit
-$8.28M
Win %
73%
WDC Western Digital Corporation
+10.23%
+$607,372.64 
MU Micron Technology, Inc.
+7.06%
+$722,755.55 
INTC Intel Corporation
+5.72%
+$189,760.12 
AMD Advanced Micro Devices, Inc.
+5.47%
+$306,054.46 
PSLV Sprott Physical Silver Trust
+5.09%
+$9,214.2 
LRCX Lam Research Corporation
+3.75%
+$142,355.56 
C Citigroup Inc.
+2.53%
+$81,982.48 
MS Morgan Stanley
+2.41%
+$81,770.85 
RTX RTX Corporation
+1.26%
+$44,649.08 
MRK Merck & Co., Inc.
+1.2%
+$57,572.45 
CSCO Cisco Systems, Inc.
+1.11%
+$41,295.97 
ABBV AbbVie Inc.
+1.03%
+$50,309.24 
NVDA NVIDIA Corporation
+1.02%
+$33,825.87 
GE General Electric Company
+0.87%
+$31,618.83 
WFC Wells Fargo & Company
+0.8%
+$27,568.95 
JNJ Johnson & Johnson
+0.57%
+$19,132.22 
AAPL Apple Inc.
+0.02%
+$709.86 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,796.8 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$307.56 
CRM Salesforce Inc
-1.17%
-$43,393.51 
PG Procter & Gamble Co
-1.09%
-$50,415.9 
HD The Home Depot, Inc.
-1.05%
-$48,444.32 
AMZN Amazon.com Inc
-0.98%
-$35,646.6 
V Visa Inc. Class A
-0.78%
-$28,492.9 
IBM International Business Machines Corporation
-0.72%
-$21,778.02 
AXP American Express Company
-0.37%
-$13,465.22 
PLTR Palantir Technologies Inc.
-0.3%
-$10,297.81 
KO The Coca-Cola Company
-0.28%
-$12,489.46 
ABT Abbott Laboratories
-0.08%
-$4,111.44 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.05%
-$26,836.25 Events
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Dividends
Dividend Analysis
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| Trades 468 | Longs Won 260/468 55% | Profit Factor 5.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $562,777.72 |
| Average Win $245,525.62 | Best Trade (Jul 24) $7.3M | Sharpe Ratio -11.47 |
| Average Loss -$52,282.89 | Worst Trade (Jul 27) -$1.62M | Z-Score -8.12 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 6d | Expectancy $113,166.28 |
| 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 | 3,509 | 3,158 | 2,807 | 2,456 | 2,105 | 1,754 | 1,404 | 1,053 | 702 | 351 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $6.07M, Micron Technology, Inc - $5.43M, Palantir Technologies Inc - $5.29M, Advanced Micro Devices, Inc - $2.63M, and Western Digital Corporation - $2.39M. 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: Intel Corporation - $509,093.49, AT&T Inc - $272,985.52, Pfizer Inc - $250,483.22, Oracle Corporation - $223,816.4, and Warner Bros. Discovery, Inc - $113,408.66. 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 $13.46M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $5.99M, iShares Treasury Floating Rate Bond ETF - $1.85M, Invesco BulletShares 2025 Corporate Bond ETF - $541,468.27, Invesco BulletShares 2026 Corporate Bond ETF - $430,300.39, 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.
