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Spartan Planning & Wealth Management 13F Holdings
Holdings from the most recent 13F from Spartan Planning & Wealth Management
Filed: 2025-01-07 (Q4 2024) | Holdings: 71 | Value: $109.5M | 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 | 11.87% | $13.0M | +10.67% | -15.60% | ||
| AAPL - APPLE INC | New Purchase | 6.24% | $6.8M | -2.79% | -28.65% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 6.23% | $6.8M | +19.78% | -32.45% | ||
| BIL - SPDR SER TR | New Purchase | 5.39% | $5.9M | +2.83% | +1.03% | ||
| MSFT - MICROSOFT CORP | New Purchase | 5.25% | $5.7M | +18.35% | -16.10% | ||
| OPER - ETF SER SOLUTIONS | New Purchase | 4.10% | $4.5M | +2.95% | +1.08% | ||
| HEGD - LISTED FD TR | New Purchase | 4.10% | $4.5M | +8.08% | -5.86% | ||
| TFPN - TIDAL TR II | New Purchase | 3.53% | $3.9M | -3.29% | -12.44% | ||
| USRT - ISHARES TR | New Purchase | 3.50% | $3.8M | +5.01% | -10.20% | ||
| AMZN - AMAZON COM INC | New Purchase | 3.44% | $3.8M | +6.75% | -23.53% | ||
| SHV - ISHARES TR | New Purchase | 3.39% | $3.7M | +2.86% | +1.05% | ||
| SPEM - SPDR INDEX SHS FDS | New Purchase | 3.09% | $3.4M | +20.93% | -8.63% | ||
| IVV - ISHARES TR | New Purchase | 2.54% | $2.8M | +11.19% | -15.41% | ||
| GOVT - ISHARES TR | New Purchase | 2.47% | $2.7M | +6.06% | +3.23% | ||
| META - META PLATFORMS INC | New Purchase | 2.09% | $2.3M | +25.04% | -16.71% | ||
| GOOGL - ALPHABET INC | New Purchase | 1.96% | $2.1M | +24.84% | -24.77% | ||
| SPDW - SPDR INDEX SHS FDS | New Purchase | 1.75% | $1.9M | +25.10% | -4.86% | ||
| AVGO - BROADCOM INC | New Purchase | 1.58% | $1.7M | +47.36% | -31.87% | ||
| TSLA - TESLA INC | New Purchase | 1.57% | $1.7M | -11.70% | -43.54% | ||
| GOOG - ALPHABET INC | New Purchase | 1.54% | $1.7M | +24.11% | -24.34% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.47% | $1.6M | +8.62% | +8.60% | ||
| JPM - JPMORGAN CHASE & CO. | New Purchase | 1.25% | $1.4M | +24.05% | -10.11% | ||
| XLK - SELECT SECTOR SPDR TR | New Purchase | 1.22% | $1.3M | +13.54% | -23.22% | ||
| USFR - WISDOMTREE TR | New Purchase | 1.12% | $1.2M | +2.79% | +1.00% | ||
| V - VISA INC | New Purchase | 0.88% | $961.4K | +11.17% | -0.71% | ||
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.87% | $957.8K | +0.96% | -1.02% | ||
| BWX - SPDR SER TR | New Purchase | 0.84% | $919.3K | +10.27% | +4.74% | ||
| MA - MASTERCARD INCORPORATED | New Purchase | 0.73% | $803.5K | +14.56% | -6.13% | ||
| HD - HOME DEPOT INC | New Purchase | 0.72% | $790.0K | +10.43% | -11.91% | ||
| FLOT - ISHARES TR | New Purchase | 0.72% | $783.9K | +3.18% | -0.36% | ||
| SGOV - ISHARES TR | New Purchase | 0.72% | $783.3K | +2.88% | +1.04% | ||
| WMT - WALMART INC | New Purchase | 0.71% | $781.5K | +13.11% | -9.98% | ||
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.70% | $764.9K | +6.50% | -1.43% | ||
| BAC - BANK AMERICA CORP | New Purchase | 0.61% | $670.5K | +11.52% | -23.20% | ||
| NFLX - NETFLIX INC | New Purchase | 0.59% | $645.3K | +43.55% | -1.09% | ||
| CRM - SALESFORCE INC | New Purchase | 0.55% | $602.8K | -22.85% | -25.55% | ||
| LLY - ELI LILLY & CO | New Purchase | 0.52% | $574.4K | -2.42% | -5.99% | ||
| IEMG - ISHARES INC | New Purchase | 0.51% | $560.1K | +23.18% | -8.61% | ||
| ORCL - ORACLE CORP | New Purchase | 0.50% | $549.7K | +50.14% | -23.04% | ||
| XLF - SELECT SECTOR SPDR TR | New Purchase | 0.47% | $514.0K | +11.12% | -8.81% | ||
| VTI - VANGUARD INDEX FDS | New Purchase | 0.45% | $496.2K | +10.86% | -16.06% | ||
| CSCO - CISCO SYS INC | New Purchase | 0.39% | $427.0K | +15.80% | -9.08% | ||
| WFC - WELLS FARGO CO NEW | New Purchase | 0.39% | $425.1K | +14.79% | -12.76% | ||
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.38% | $418.6K | -29.20% | -21.72% | ||
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.37% | $407.0K | +38.54% | +24.56% | ||
| XLY - SELECT SECTOR SPDR TR | New Purchase | 0.37% | $405.2K | +6.54% | -20.46% | ||
| ABT - ABBOTT LABS | New Purchase | 0.35% | $378.4K | +17.89% | +9.74% | ||
| MCD - MCDONALDS CORP | New Purchase | 0.34% | $376.6K | +10.01% | +4.36% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.34% | $370.9K | +18.06% | -0.63% | ||
| XLC - SELECT SECTOR SPDR TR | New Purchase | 0.33% | $358.8K | +19.23% | -11.28% | ||