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Spartan Planning & Wealth Management 13F Holdings
Holdings from the most recent 13F from Spartan Planning & Wealth Management
Filed: 2025-04-08 (Q1 2025) | Holdings: 65 | Value: $103.2M | 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 |
| SHY - ISHARES TR | New Purchase | 8.74% | $9.0M | +1.86% | +0.68% | ||
| SPTM - SPDR SER TR | Reduce 32% $(4.0M) | 8.09% | $8.4M | ||||
| STIP - ISHARES TR | New Purchase | 5.95% | $6.1M | +2.85% | +1.17% | ||
| SPDW - SPDR INDEX SHS FDS | Add 193% ($3.9M) | 5.79% | $6.0M | +31.54% | +26.80% | ||
| BIL - SPDR SER TR | Reduce 1% $(37.1K) | 5.70% | $5.9M | +1.79% | +1.05% | ||
| GOVT - ISHARES TR | Add 80% ($2.2M) | 4.71% | $4.9M | +3.23% | +1.14% | ||
| HEGD - LISTED FD TR | Add 9% ($389.6K) | 4.63% | $4.8M | +14.80% | +11.27% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | New Purchase | 4.41% | $4.6M | +1.87% | +0.68% | ||
| TFPN - TIDAL TR II | 3.38% | $3.5M | +9.09% | +4.66% | |||
| USRT - ISHARES TR | Reduce 10% $(393.8K) | 3.35% | $3.5M | ||||
| AAPL - APPLE INC | Reduce 44% $(2.7M) | 3.28% | $3.4M | +36.62% | +22.95% | ||
| IEI - ISHARES TR | New Purchase | 3.10% | $3.2M | ||||
| SPEM - SPDR INDEX SHS FDS | Reduce 12% $(423.6K) | 2.95% | $3.0M | +31.86% | +24.48% | ||
| NVDA - NVIDIA CORPORATION | Reduce 48% $(2.6M) | 2.80% | $2.9M | +72.69% | +64.72% | ||
| BWX - SPDR SER TR | Add 150% ($1.4M) | 2.28% | $2.4M | +5.04% | +5.22% | ||
| AMZN - AMAZON COM INC | Reduce 41% $(1.3M) | 1.87% | $1.9M | +38.42% | +29.30% | ||
| VTIP - VANGUARD MALVERN FDS | New Purchase | 1.54% | $1.6M | +2.88% | +1.18% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 19% $(363.8K) | 1.48% | $1.5M | +0.56% | -2.26% | ||
| META - META PLATFORMS INC | Reduce 38% $(848.4K) | 1.36% | $1.4M | +50.47% | +44.00% | ||
| JPM - JPMORGAN CHASE & CO. | Reduce 3% $(46.4K) | 1.32% | $1.4M | ||||
| OPER - ETF SER SOLUTIONS | Reduce 73% $(3.3M) | 1.17% | $1.2M | +1.85% | +1.09% | ||
| LLY - ELI LILLY & CO | Add 92% ($564.1K) | 1.14% | $1.2M | +7.01% | +11.94% | ||
| USFR - WISDOMTREE TR | Reduce 7% $(87.4K) | 1.10% | $1.1M | +1.76% | +1.11% | ||
| V - VISA INC | Add 2% ($25.6K) | 1.06% | $1.1M | ||||
| IVV - ISHARES TR | Reduce 61% $(1.6M) | 1.01% | $1.0M | +32.28% | +26.90% | ||
| AVGO - BROADCOM INC | Reduce 21% $(256.5K) | 0.96% | $991.5K | ||||
| GOOGL - ALPHABET INC | Reduce 46% $(801.5K) | 0.92% | $949.3K | ||||
| PG - PROCTER AND GAMBLE CO | Reduce 8% $(77.4K) | 0.87% | $896.3K | +2.66% | +0.73% | ||
| MA - MASTERCARD INCORPORATED | 0.81% | $837.0K | +24.39% | +20.37% | |||
| TSLA - TESLA INC | Reduce 25% $(272.4K) | 0.80% | $830.1K | +54.42% | +31.68% | ||
| SHV - ISHARES TR | Reduce 78% $(2.9M) | 0.79% | $814.2K | ||||
| NFLX - NETFLIX INC | Add 14% ($95.1K) | 0.75% | $770.3K | +47.59% | +50.51% | ||
| GOOG - ALPHABET INC | Reduce 45% $(620.7K) | 0.74% | $760.2K | ||||
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.66% | $678.0K | +26.43% | +10.84% | ||
| ABBV - ABBVIE INC | New Purchase | 0.61% | $631.5K | +27.27% | +14.31% | ||
| KO - COCA COLA CO | New Purchase | 0.50% | $517.5K | +0.62% | +3.02% | ||
| CVX - CHEVRON CORP NEW | New Purchase | 0.47% | $483.6K | ||||
| WMT - WALMART INC | Reduce 37% $(281.3K) | 0.46% | $478.1K | +23.34% | +16.46% | ||
| WFC - WELLS FARGO CO NEW | Add 10% ($41.5K) | 0.46% | $476.0K | ||||
| PM - PHILIP MORRIS INTL INC | Reduce 14% $(73.5K) | 0.45% | $463.3K | +11.67% | +20.65% | ||
| CSCO - CISCO SYS INC | Reduce 1% $(6.5K) | 0.43% | $438.5K | +27.63% | +31.29% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 2% ($8.5K) | 0.41% | $427.9K | +20.95% | +34.52% | ||
| GE - GE AEROSPACE | New Purchase | 0.41% | $423.9K | +66.84% | +51.19% | ||
| ABT - ABBOTT LABS | Reduce 5% $(21.4K) | 0.41% | $422.4K | +9.48% | +10.04% | ||
| XLF - SELECT SECTOR SPDR TR | Reduce 22% $(116.7K) | 0.40% | $413.1K | +23.78% | +21.60% | ||
| MCD - MCDONALDS CORP | Add 2% ($6.2K) | 0.40% | $412.0K | +6.28% | -0.92% | ||
| XOM - EXXON MOBIL CORP | New Purchase | 0.38% | $394.4K | +13.42% | +15.58% | ||
| LIN - LINDE PLC | New Purchase | 0.35% | $366.0K | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 54% $(427.5K) | 0.35% | $362.2K | +8.14% | +8.30% | ||
| BAC - BANK AMERICA CORP | Reduce 51% $(321.7K) | 0.31% | $314.9K | ||||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| XLK - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| VTI - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| XLY - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| FLOT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IEMG - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||
| ORCL - ORACLE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| SGOV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | ||||
| XLC - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| MSFT - MICROSOFT CORP | Reduce 100% | 0.00% | $0.00 | ||||