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Spartan Planning & Wealth Management 13F Holdings
Holdings from the most recent 13F from Spartan Planning & Wealth Management
Filed: 2025-07-17 (Q2 2025) | Holdings: 76 | Value: $116.7M | 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 SERIES TRUST | Add 61% ($5.6M) | 12.70% | $14.8M | ||||
| HEGD - LISTED FDS TR | Add 50% ($2.5M) | 6.57% | $7.7M | +2.10% | |||
| NVDA - NVIDIA CORPORATION | Add 80% ($3.4M) | 6.50% | $7.6M | -3.07% | |||
| MSFT - MICROSOFT CORP | New Purchase | 6.46% | $7.5M | -3.01% | |||
| SPDW - SPDR INDEX SHS FDS | Add 11% ($713.4K) | 6.30% | $7.4M | +4.67% | |||
| STIP - ISHARES TR | Reduce 19% $(1.1M) | 4.26% | $5.0M | +1.26% | |||
| SHY - ISHARES TR | Reduce 48% $(4.4M) | 3.99% | $4.7M | +1.14% | |||
| AMZN - AMAZON COM INC | Add 93% ($2.1M) | 3.66% | $4.3M | +4.75% | |||
| BWX - SPDR SERIES TRUST | Add 65% ($1.6M) | 3.56% | $4.2M | +1.09% | |||
| TFPN - TIDAL TR II | Add 8% ($281.1K) | 3.29% | $3.8M | +2.20% | |||
| IEI - ISHARES TR | Add 10% ($306.5K) | 3.02% | $3.5M | ||||
| META - META PLATFORMS INC | Add 80% ($1.4M) | 2.76% | $3.2M | +7.14% | |||
| BIL - SPDR SERIES TRUST | Reduce 48% $(2.8M) | 2.61% | $3.1M | +0.60% | |||
| AVGO - BROADCOM INC | Add 49% ($803.0K) | 2.09% | $2.4M | ||||
| IEMG - ISHARES INC | New Purchase | 1.68% | $2.0M | +3.21% | |||
| TSLA - TESLA INC | Add 76% ($776.0K) | 1.54% | $1.8M | +7.69% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(23.8K) | 1.35% | $1.6M | ||||
| IVV - ISHARES TR | Add 33% ($387.4K) | 1.32% | $1.5M | +3.13% | |||
| USRT - ISHARES TR | Reduce 61% $(2.1M) | 1.13% | $1.3M | ||||
| V - VISA INC | Add 8% ($87.0K) | 1.02% | $1.2M | ||||
| XLK - SELECT SECTOR SPDR TR | New Purchase | 0.96% | $1.1M | +1.06% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 22% $(310.9K) | 0.93% | $1.1M | +4.17% | |||
| NFLX - NETFLIX INC | Reduce 8% $(84.4K) | 0.88% | $1.0M | +0.23% | |||
| GOOGL - ALPHABET INC | Reduce 8% $(82.3K) | 0.86% | $999.6K | ||||
| USFR - WISDOMTREE TR | Reduce 13% $(152.8K) | 0.84% | $981.7K | +0.47% | |||
| MA - MASTERCARD INCORPORATED | Add 6% ($55.6K) | 0.78% | $913.7K | +5.64% | |||
| WMT - WALMART INC | Add 70% ($373.6K) | 0.78% | $906.1K | +7.82% | |||
| GOVT - ISHARES TR | Reduce 82% $(4.0M) | 0.76% | $893.0K | +2.63% | |||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 81% $(3.7M) | 0.75% | $871.2K | +1.16% | |||
| COST - COSTCO WHSL CORP NEW | Add 127% ($480.1K) | 0.74% | $859.3K | +1.38% | |||
| GOOG - ALPHABET INC | Reduce 8% $(66.9K) | 0.68% | $796.3K | ||||
| SPEM - SPDR INDEX SHS FDS | Reduce 77% $(2.5M) | 0.65% | $763.3K | +3.41% | |||
| BAC - BANK AMERICA CORP | Add 95% ($338.1K) | 0.60% | $695.2K | ||||
| PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 0.54% | $628.0K | +0.80% | |||
| PM - PHILIP MORRIS INTL INC | Add 13% ($69.8K) | 0.52% | $601.4K | -9.33% | |||
| WFC - WELLS FARGO CO NEW | Add 5% ($26.4K) | 0.48% | $557.6K | ||||
| ORCL - ORACLE CORP | New Purchase | 0.47% | $550.3K | -4.03% | |||
| XLF - SELECT SECTOR SPDR TR | Add 23% ($100.8K) | 0.46% | $535.1K | +1.01% | |||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 3% ($15.6K) | 0.45% | $523.0K | -9.02% | |||
| CSCO - CISCO SYS INC | Add 5% ($24.4K) | 0.44% | $517.5K | -2.76% | |||
| GE - GE AEROSPACE | Reduce 7% $(36.0K) | 0.44% | $509.1K | +4.01% | |||
| DIS - DISNEY WALT CO | New Purchase | 0.39% | $458.3K | -2.56% | |||
| ABT - ABBOTT LABS | Add 6% ($23.9K) | 0.39% | $457.0K | +7.80% | |||
| GS - GOLDMAN SACHS GROUP INC | New Purchase | 0.38% | $440.9K | +5.48% | |||
| XOM - EXXON MOBIL CORP | Add 21% ($73.4K) | 0.37% | $430.9K | -0.21% | |||
| KO - COCA COLA CO | Reduce 17% $(86.9K) | 0.36% | $424.3K | -4.28% | |||
| T - AT&T INC | New Purchase | 0.36% | $419.6K | ||||
| LIN - LINDE PLC | Add 11% ($41.8K) | 0.35% | $410.5K | ||||
| SHV - ISHARES TR | Reduce 51% $(418.9K) | 0.34% | $395.0K | ||||
| NOW - SERVICENOW INC | New Purchase | 0.34% | $394.8K | ||||
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| LLY - ELI LILLY & CO | Reduce 100% | 0.00% | $0.00 | ||||
| AAPL - APPLE INC | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| OPER - ETF SER SOLUTIONS | Reduce 100% | 0.00% | $0.00 | ||||
| VTIP - VANGUARD MALVERN FDS | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||