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Spartan Planning & Wealth Management 13F Holdings
Holdings from the most recent 13F from Spartan Planning & Wealth Management
Filed: 2022-05-16 (Q1 2022) | Holdings: 143 | Value: $79.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SPTM - SPDR SER TR | New Purchase | 10.98% | $8.8M | +65.60% | +5.73% | +3.77% | |
| BIL - SPDR SER TR | New Purchase | 9.77% | $7.8M | +15.18% | +0.22% | +2.99% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 9.38% | $7.5M | +65.69% | +5.79% | +3.10% | |
| OPER - ETF SER SOLUTIONS | New Purchase | 7.83% | $6.3M | +15.92% | +0.38% | +3.41% | |
| USRT - ISHARES TR | New Purchase | 7.63% | $6.1M | +12.36% | +4.03% | -11.05% | |
| SHV - ISHARES TR | New Purchase | 6.48% | $5.2M | +14.92% | +0.11% | +2.76% | |
| IAU - ISHARES GOLD TR | New Purchase | 4.55% | $3.6M | +97.03% | -3.51% | +8.27% | |
| AAPL - APPLE INC | New Purchase | 4.05% | $3.2M | +60.14% | +17.42% | +16.70% | |
| MSFT - MICROSOFT CORP | New Purchase | 3.94% | $3.1M | +92.81% | +9.96% | +19.41% | |
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 3.42% | $2.7M | -12.01% | +7.81% | -5.48% | |
| SPDW - SPDR INDEX SHS FDS | New Purchase | 2.05% | $1.6M | +48.95% | -1.53% | +7.19% | |
| GOOGL - ALPHABET INC | New Purchase | 1.72% | $1.4M | +106.51% | +2.32% | +3.42% | |
| SPEM - SPDR INDEX SHS FDS | New Purchase | 1.43% | $1.1M | +41.80% | +1.14% | -0.47% | |
| SPIP - SPDR SER TR | New Purchase | 1.26% | $1.0M | +5.87% | -0.34% | -3.43% | |
| GOVT - ISHARES TR | New Purchase | 1.26% | $1.0M | +6.18% | +0.14% | -1.04% | |
| TSLA - TESLA INC | New Purchase | 1.13% | $904.0K | +39.28% | +22.03% | -30.21% | |
| GOOG - ALPHABET INC | New Purchase | 1.08% | $863.0K | +106.08% | +2.64% | +3.63% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 1.06% | $844.0K | +11.61% | -3.17% | +2.61% | |
| IAGG - ISHARES TR | New Purchase | 1.04% | $834.0K | +11.51% | +0.16% | -1.06% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 1.00% | $799.0K | +846.35% | +1.47% | +67.13% | |
| PEP - PEPSICO INC | New Purchase | 0.84% | $671.0K | -8.96% | +3.52% | +12.51% | |
| VNQ - VANGUARD INDEX FDS | New Purchase | 0.78% | $627.0K | +7.67% | +4.70% | -13.36% | |
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.74% | $592.0K | +110.07% | +2.14% | -4.18% | |
| KO - COCA COLA CO | New Purchase | 0.65% | $523.0K | +13.13% | -1.14% | -1.63% | |
| MMC - MARSH & MCLENNAN COS INC | New Purchase | 0.65% | $519.0K | +31.78% | +7.97% | +12.45% | |
| HES - HESS CORP | New Purchase | 0.51% | $406.0K | -4.15% | +13.40% | ||
| WST - WEST PHARMACEUTICAL SVSC INC | New Purchase | 0.46% | $369.0K | -17.55% | +6.53% | +13.19% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.45% | $358.0K | -9.75% | +8.45% | -1.85% | |
| XEL - XCEL ENERGY INC | New Purchase | 0.45% | $358.0K | +7.00% | +3.28% | -9.43% | |
| AMZN - AMAZON COM INC | New Purchase | 0.42% | $333.0K | +110.32% | +25.45% | +1.96% | |
| CSCO - CISCO SYS INC | New Purchase | 0.42% | $333.0K | +49.78% | -5.23% | -0.85% | |
| NTRS - NORTHERN TR CORP | New Purchase | 0.40% | $321.0K | +37.48% | -1.90% | -29.27% | |
| LIN - LINDE PLC | New Purchase | 0.40% | $320.0K | +56.55% | -2.00% | +16.92% | |
| PLD - PROLOGIS INC. | New Purchase | 0.40% | $317.0K | -2.26% | +9.48% | -0.22% | |
| V - VISA INC | New Purchase | 0.39% | $313.0K | +73.81% | +5.94% | +15.60% | |
| HPE - HEWLETT PACKARD ENTERPRISE C | New Purchase | 0.38% | $304.0K | +61.99% | -7.37% | -8.96% | |
| COP - CONOCOPHILLIPS | New Purchase | 0.36% | $287.0K | -2.79% | -4.18% | -0.90% | |
| TXN - TEXAS INSTRS INC | New Purchase | 0.36% | $286.0K | +18.41% | +3.35% | -1.07% | |
| CAT - CATERPILLAR INC | New Purchase | 0.35% | $277.0K | +109.02% | -7.29% | +2.07% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.34% | $272.0K | +56.31% | -3.47% | +3.86% | |
| AMGN - AMGEN INC | New Purchase | 0.33% | $266.0K | +26.64% | +3.01% | -5.15% | |
| VRTX - VERTEX PHARMACEUTICALS INC | New Purchase | 0.31% | $251.0K | +54.98% | +16.97% | +33.38% | |
| GIS - GENERAL MLS INC | New Purchase | 0.31% | $250.0K | -22.99% | +6.27% | +26.21% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.31% | $245.0K | +9.91% | -5.63% | -8.63% | |
| EW - EDWARDS LIFESCIENCES CORP | New Purchase | 0.31% | $245.0K | -18.15% | +3.11% | -10.09% | |
| LDOS - LEIDOS HOLDINGS INC | New Purchase | 0.30% | $243.0K | +80.48% | -1.94% | -23.00% | |
| AMAT - APPLIED MATLS INC | New Purchase | 0.30% | $243.0K | +47.45% | -7.23% | +10.82% | |
| ADP - AUTOMATIC DATA PROCESSING IN | New Purchase | 0.30% | $242.0K | +50.27% | +23.67% | +3.01% | |
| F - FORD MTR CO DEL | New Purchase | 0.29% | $231.0K | +10.35% | +21.36% | -5.31% | |
| CMS - CMS ENERGY CORP | New Purchase | 0.29% | $230.0K | +13.49% | +2.32% | -12.42% | |