Spartan Planning & Wealth Management Purchases in Q4 2023

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
222K
+ 311.68%
$21.6 - $23.13 $4.8M - $5.14M
294K $6.76M
USRT
Ishares Core U.S. Reit ETF

ETFs
87K
+ 332.29%
$44.09 - $55.2 $3.83M - $4.8M
113K $6.14M
IVV
Ishares Core S&P 500 ETF

ETFs
8.56K
+ 125.96%
$412.55 - $479.0 $3.53M - $4.1M
15.3K $7.33M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
50.8K
+ 1270600.0%
$80.62 - $82.04 $4.1M - $4.17M
50.8K $4.17M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
57.5K
+ 64.85%
$50.31 - $58.65 $2.89M - $3.37M
146K $8.54M
MSFT
Microsoft Corp

Technology
7.7K
+ 167.05%
$313.39 - $382.7 $2.41M - $2.95M
12.3K $4.63M
AAPL
Apple Inc.

Technology
15.5K
+ 187.47%
$166.89 - $198.11 $2.59M - $3.08M
23.8K $4.58M
EFA
Ishares Tr Msci Eafe ETF

ETFs
36.6K
New
$65.84 - $75.47 $2.41M - $2.76M
36.6K $2.76M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
69.4K
+ 178.49%
$32.26 - $35.46 $2.24M - $2.46M
108K $3.84M
BWX
Spdr Bloomberg International T

ETFs
70K
+ 164.66%
$20.86 - $23.35 $1.46M - $1.64M
113K $2.61M
AMZN
Amazon Com Inc

Consumer Cyclical
10.2K
+ 340.09%
$119.57 - $154.07 $1.21M - $1.56M
13.1K $2M
META
Meta Platforms, Inc.

Communication Services
2.48K
+ 352.99%
$288.35 - $358.32 $715K - $888K
3.18K $1.13M
NVDA
Nvidia Corp

Technology
1.48K
+ 55.56%
$403.26 - $504.09 $598K - $748K
4.15K $2.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.67K
+ 185.78%
$331.71 - $362.68 $555K - $606K
2.57K $917K
UNH
Unitedhealth Group Inc

Healthcare
1.13K
+ 759.06%
$509.47 - $552.97 $576K - $625K
1.28K $673K
GOOGL
Alphabet Inc.

Communication Services
3.33K
+ 53.14%
$122.17 - $141.52 $407K - $471K
9.6K $1.34M
GOOG
Alphabet Inc.

Communication Services
3.39K
+ 74.72%
$123.4 - $142.82 $418K - $484K
7.92K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
2.72K
+ 257.28%
$135.69 - $170.3 $369K - $464K
3.78K $642K
AVGO
Broadcom Inc.

Technology
397
+ 248.13%
$814.83 - $1147.0 $323K - $455K
557 $621K
VTI
Vanguard Total Stock Market Et

ETFs
1.58K
+ 63.4%
$203.12 - $238.25 $321K - $376K
4.07K $964K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.79K
New
$44.12 - $47.93 $343K - $373K
7.79K $371K
V
Visa Inc.

Financial Services
1.26K
+ 91.76%
$228.81 - $262.38 $288K - $330K
2.63K $684K
LLY
Eli Lilly & CO

Healthcare
547
+ 74.42%
$525.19 - $619.13 $287K - $339K
1.28K $747K
TSLA
Tesla, Inc.

Consumer Cyclical
1.4K
+ 46.02%
$197.36 - $263.62 $276K - $369K
4.44K $1.1M
COST
Costco Wholesale Corp

Consumer Defensive
440
+ 297.3%
$543.03 - $681.24 $239K - $300K
588 $388K
AMD
Advanced Micro Devices Inc

Technology
1.92K
+ 736.4%
$93.67 - $148.76 $180K - $286K
2.18K $321K
BAC
Bank Of America Corp

Financial Services
8.46K
+ 120828.57%
$25.17 - $33.94 $213K - $287K
8.47K $285K
VZ
Verizon Communications Inc

Communication Services
7.54K
+ 125716.67%
$30.67 - $38.65 $231K - $292K
7.55K $284K
BLK
Black Rock Inc.

Financial Services
323
New
$598.08 - $819.0 $193K - $265K
323 $262K
NFLX
Netflix Inc

Communication Services
506
+ 744.12%
$346.19 - $495.02 $175K - $250K
574 $279K
ABBV
Abb Vie Inc.

Healthcare
1.61K
+ 295.22%
$137.6 - $154.97 $221K - $249K
2.15K $333K
KO
Coca Cola CO

Consumer Defensive
4.11K
New
$52.38 - $59.93 $215K - $246K
4.11K $242K
MCD
Mcdonalds Corp

Consumer Cyclical
781
+ 619.84%
$246.19 - $296.51 $192K - $232K
907 $268K
QCOM
Qualcomm Inc

Technology
1.62K
+ 40375.0%
$104.78 - $145.86 $169K - $236K
1.62K $234K
HD
Home Depot, Inc.

Consumer Cyclical
490
+ 38.46%
$276.46 - $354.0 $135K - $173K
1.76K $611K
CRM
Salesforce, Inc.

Technology
625
+ 66.35%
$196.25 - $267.25 $123K - $167K
1.57K $412K
WFC
Wells Fargo & Company

Financial Services
4.46K
New
$38.67 - $50.51 $172K - $225K
4.46K $219K
AXP
American Express CO

Financial Services
1.15K
New
$141.31 - $187.8 $162K - $215K
1.15K $214K
GILD
Gilead Sciences, Inc.

Healthcare
2.39K
New
$73.27 - $83.09 $175K - $198K
2.39K $193K
NKE
Nike, Inc.

Consumer Cyclical
1.67K
New
$94.56 - $122.64 $158K - $205K
1.67K $181K
AMT
American Tower Corp

Real Estate
816
+ 81600.0%
$157.68 - $217.16 $129K - $177K
817 $176K
TXN
Texas Instruments Inc

Technology
1.04K
New
$140.5 - $171.72 $145K - $178K
1.04K $176K
CMCSA
Comcast Corp

Communication Services
3.91K
+ 245.67%
$39.15 - $44.7 $153K - $175K
5.5K $241K
HON
Honeywell International Inc

Industrials
796
New
$176.06 - $209.71 $140K - $167K
796 $166K
CL
Colgate Palmolive CO

Consumer Defensive
2.07K
+ 34483.33%
$68.87 - $79.71 $142K - $165K
2.08K $165K
UNP
Union Pacific Corp

Industrials
644
+ 596.3%
$200.64 - $246.02 $129K - $158K
752 $184K
GE
General Electric CO

Industrials
1.21K
+ 334.9%
$106.08 - $128.32 $128K - $155K
1.57K $200K
DIS
Walt Disney CO

Communication Services
1.67K
+ 83250.0%
$79.32 - $96.06 $132K - $160K
1.67K $150K
GS
Goldman Sachs Group Inc

Financial Services
360
New
$289.91 - $386.41 $104K - $139K
360 $138K
Activity Summary
Buys All Purchases 129 New Holdings 39 Increased Positions 90 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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