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Spartan Planning & Wealth Management 13F Holdings
Holdings from the most recent 13F from Spartan Planning & Wealth Management
Filed: 2023-11-17 (Q3 2023) | Holdings: 162 | Value: $85.3M | 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 |
| BIL - SPDR SER TR | New Purchase | 21.16% | $18.1M | +8.91% | +1.32% | +5.24% | |
| OPER - ETF SER SOLUTIONS | New Purchase | 13.40% | $11.4M | +9.21% | +1.39% | +5.39% | |
| SPDW - SPDR INDEX SHS FDS | New Purchase | 7.29% | $6.2M | +38.99% | +7.55% | +12.33% | |
| SPTM - SPDR SER TR | New Purchase | 5.45% | $4.7M | +46.38% | +10.72% | +32.07% | |
| SGOV - ISHARES TR | New Purchase | 4.34% | $3.7M | +9.04% | +1.34% | +5.34% | |
| SHV - ISHARES TR | New Purchase | 3.77% | $3.2M | +8.93% | +1.32% | +5.23% | |
| IVV - ISHARES TR | New Purchase | 3.42% | $2.9M | +47.89% | +10.73% | +32.45% | |
| FLOT - ISHARES TR | New Purchase | 3.08% | $2.6M | +10.90% | +1.86% | +6.61% | |
| IAU - ISHARES GOLD TR | New Purchase | 2.01% | $1.7M | +83.80% | +2.93% | +32.43% | |
| GOVT - ISHARES TR | New Purchase | 1.84% | $1.6M | +10.58% | +2.38% | +5.12% | |
| MSFT - MICROSOFT CORP | New Purchase | 1.70% | $1.5M | +36.01% | +8.71% | +12.61% | |
| AAPL - APPLE INC | New Purchase | 1.66% | $1.4M | +24.46% | -4.26% | +20.67% | |
| SPEM - SPDR INDEX SHS FDS | New Purchase | 1.53% | $1.3M | +38.14% | +3.51% | +16.40% | |
| USRT - ISHARES TR | New Purchase | 1.45% | $1.2M | +26.93% | +9.43% | +28.42% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 1.36% | $1.2M | +246.47% | +40.85% | +184.30% | |
| TFPN - TIDAL TR II | New Purchase | 1.32% | $1.1M | -1.79% | +0.62% | +2.58% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 1.16% | $992.0K | +10.90% | +6.19% | +16.50% | |
| SPIP - SPDR SER TR | New Purchase | 1.08% | $920.6K | +12.56% | +2.19% | +5.91% | |
| BWX - SPDR SER TR | New Purchase | 1.06% | $903.4K | +8.86% | +1.53% | +1.13% | |
| GOOGL - ALPHABET INC | New Purchase | 0.96% | $820.2K | +80.48% | +5.56% | +31.45% | |
| TSLA - TESLA INC | New Purchase | 0.89% | $760.7K | +48.25% | -17.21% | +44.74% | |
| GOOG - ALPHABET INC | New Purchase | 0.70% | $597.7K | +78.29% | +4.94% | +30.80% | |
| OKE - ONEOK INC NEW | New Purchase | 0.66% | $560.1K | +16.70% | +8.56% | +76.34% | |
| VEA - VANGUARD TAX-MANAGED FDS | New Purchase | 0.65% | $554.2K | +38.37% | +7.44% | +11.93% | |
| ADBE - ADOBE INC | New Purchase | 0.64% | $546.6K | -41.51% | -10.47% | -17.48% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 0.62% | $528.7K | +47.38% | +11.14% | +32.54% | |
| ADP - AUTOMATIC DATA PROCESSING IN | New Purchase | 0.58% | $497.8K | +35.05% | +11.30% | +33.26% | |
| MA - MASTERCARD INCORPORATED | New Purchase | 0.55% | $469.5K | +47.23% | +12.91% | +30.93% | |
| TT - TRANE TECHNOLOGIES PLC | New Purchase | 0.53% | $450.1K | +82.92% | +21.27% | +81.17% | |
| CSCO - CISCO SYS INC | New Purchase | 0.51% | $436.6K | +49.07% | +2.30% | +24.42% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.50% | $428.4K | -20.45% | +11.58% | +9.80% | |
| LLY - ELI LILLY & CO | New Purchase | 0.46% | $394.8K | +28.50% | +27.99% | +23.76% | |
| HD - HOME DEPOT INC | New Purchase | 0.45% | $385.0K | +42.01% | +18.82% | +37.08% | |
| AMZN - AMAZON COM INC | New Purchase | 0.44% | $379.6K | +64.16% | +15.12% | +38.98% | |
| PRU - PRUDENTIAL FINL INC | New Purchase | 0.42% | $356.2K | +21.89% | +15.58% | +41.10% | |
| WST - WEST PHARMACEUTICAL SVSC INC | New Purchase | 0.42% | $356.1K | -26.19% | +2.11% | -10.25% | |
| FERG - FERGUSON PLC NEW | New Purchase | 0.41% | $352.0K | +41.91% | +22.51% | +23.17% | |
| AMGN - AMGEN INC | New Purchase | 0.40% | $341.6K | +12.61% | +8.81% | +9.37% | |
| HAL - HALLIBURTON CO | New Purchase | 0.38% | $323.1K | -40.35% | -7.80% | -18.83% | |
| V - VISA INC | New Purchase | 0.37% | $315.6K | +39.57% | +10.44% | +26.02% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.37% | $315.3K | +37.11% | +13.30% | +31.40% | |
| INTU - INTUIT | New Purchase | 0.37% | $313.7K | +20.23% | +14.70% | +21.08% | |
| LNG - CHENIERE ENERGY INC | New Purchase | 0.34% | $293.4K | +36.75% | -7.34% | +24.47% | |
| LIN - LINDE PLC | New Purchase | 0.33% | $283.0K | +19.10% | +7.30% | +11.41% | |
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.32% | $272.5K | +79.60% | +21.38% | +41.38% | |
| CDNS - CADENCE DESIGN SYSTEM INC | New Purchase | 0.32% | $271.3K | +34.20% | +8.34% | +9.18% | |
| HPE - HEWLETT PACKARD ENTERPRISE C | New Purchase | 0.32% | $269.7K | +58.06% | -4.74% | +38.50% | |
| EXPD - EXPEDITORS INTL WASH INC | New Purchase | 0.31% | $262.4K | +4.27% | -2.24% | +2.40% | |
| SLB - SCHLUMBERGER LTD | New Purchase | 0.30% | $260.1K | -29.40% | -8.25% | -16.69% | |
| BG - BUNGE LIMITED | New Purchase | 0.30% | $256.1K | -17.19% | -14.03% | -12.54% | |