Spartan Planning & Wealth Management Purchases in Q2 2025

Spartan Planning & Wealth Management

  • $112 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
15.2K
New
$354.56 - $497.45 $5.37M - $7.54M
15.2K $7.54M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
75.3K
+ 61.29%
$60.34 - $74.89 $4.54M - $5.64M
198K $14.8M
NVDA
Nvidia Corp

Technology
21.4K
+ 80.3%
$94.31 - $157.99 $2.02M - $3.38M
48K $7.58M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
108K
+ 49.56%
$21.21 - $23.5 $2.29M - $2.54M
326K $7.63M
AMZN
Amazon Com Inc

Consumer Cyclical
9.37K
+ 92.59%
$167.32 - $223.3 $1.57M - $2.09M
19.5K $4.28M
META
Meta Platforms, Inc.

Communication Services
1.95K
+ 80.14%
$484.66 - $738.09 $943K - $1.44M
4.37K $3.23M
BWX
Spdr Bloomberg International T

ETFs
69.5K
+ 64.63%
$21.87 - $23.49 $1.52M - $1.63M
177K $4.16M
IEMG
Ishares Inc

ETFs
32.6K
New
N/A
32.6K $1.75M
AVGO
Broadcom Inc.

Technology
2.91K
+ 49.19%
$146.29 - $275.65 $426K - $803K
8.84K $2.44M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.6K
+ 10.74%
$32.66 - $40.75 $575K - $718K
182K $7.36M
TSLA
Tesla, Inc.

Consumer Cyclical
2.44K
+ 76.27%
$221.86 - $362.89 $542K - $887K
5.65K $1.79M
PLTR
Palantir Technologies Inc.

Technology
4.61K
New
$74.01 - $144.25 $341K - $665K
4.61K $628K
IVV
Ishares Core S&P 500 ETF

ETFs
624
+ 33.49%
$498.8 - $620.9 $311K - $387K
2.49K $1.54M
COST
Costco Wholesale Corp

Consumer Defensive
485
+ 126.63%
$908.13 - $1056.85 $440K - $513K
868 $859K
DIS
Walt Disney CO

Communication Services
3.7K
New
$81.72 - $124.01 $302K - $458K
3.7K $458K
GS
Goldman Sachs Group Inc

Financial Services
623
New
$462.22 - $707.75 $288K - $441K
623 $440K
WMT
Walmart Inc.

Consumer Defensive
3.82K
+ 70.16%
$81.79 - $99.98 $313K - $382K
9.27K $906K
NOW
Service Now, Inc.

Technology
384
New
$721.65 - $1040.18 $277K - $399K
384 $394K
MS
Morgan Stanley

Financial Services
2.78K
New
$99.83 - $140.86 $277K - $391K
2.78K $391K
AXP
American Express CO

Financial Services
1.21K
New
$231.39 - $318.98 $280K - $385K
1.21K $385K
BAC
Bank Of America Corp

Financial Services
7.14K
+ 94.66%
$34.39 - $47.46 $246K - $339K
14.7K $695K
XLY
Select Sector Spdr Consumer Di

ETFs
1.69K
New
$176.34 - $218.59 $298K - $369K
1.69K $366K
INTU
Intuit Inc

Technology
459
New
$544.07 - $787.63 $250K - $362K
459 $361K
CAT
Caterpillar Inc

Industrials
892
New
$273.94 - $388.21 $244K - $346K
892 $346K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.57K
+ 9.52%
$116.93 - $119.39 $301K - $307K
29.6K $3.53M
TXN
Texas Instruments Inc

Technology
1.73K
New
N/A
1.73K $336K
XLI
Industrial Sector Spdr

ETFs
2.27K
New
$116.42 - $147.52 $264K - $334K
2.27K $334K
C
Citigroup Inc

Financial Services
3.82K
New
$58.13 - $85.12 $222K - $325K
3.82K $324K
HON
Honeywell International Inc

Industrials
1.33K
New
$182.86 - $232.88 $243K - $309K
1.33K $309K
CTVA
Corteva, Inc.

Basic Materials
4.07K
New
$55.52 - $74.53 $226K - $303K
4.07K $303K
BA
Boeing CO

Industrials
1.44K
New
$136.59 - $217.51 $197K - $313K
1.44K $301K
ORCL
Oracle Corp

Technology
658
+ 35.4%
$122.82 - $218.63 $80.8K - $144K
2.52K $550K
HD
Home Depot, Inc.

Consumer Cyclical
783
New
$335.24 - $380.78 $262K - $298K
783 $287K
DD
Du Pont De Nemours, Inc.

Basic Materials
4.07K
New
$55.13 - $75.25 $224K - $306K
4.07K $279K
ISRG
Intuitive Surgical Inc

Healthcare
384
New
$451.58 - $565.94 $173K - $217K
384 $208K
PM
Philip Morris International Inc.

Consumer Defensive
383
+ 13.12%
$149.23 - $184.95 $57.2K - $70.8K
3.3K $601K
XLF
Financial Sector Spdr

ETFs
1.93K
+ 23.21%
$43.92 - $52.37 $84.5K - $101K
10.2K $535K
T
At&T Inc.

Communication Services
3.69K
+ 34.16%
$26.33 - $28.94 $97.2K - $107K
14.5K $419K
V
Visa Inc.

Financial Services
245
+ 7.87%
$308.27 - $373.31 $75.5K - $91.5K
3.36K $1.19M
IBM
International Business Machines Corp

Technology
53
+ 3.08%
$221.03 - $294.78 $11.7K - $15.6K
1.77K $522K
VTI
Vanguard Total Stock Market Et

ETFs
229
+ 29.36%
$243.75 - $303.93 $55.8K - $69.6K
1.01K $306K
WFC
Wells Fargo & Company

Financial Services
330
+ 4.98%
$60.98 - $80.12 $20.1K - $26.4K
6.96K $557K
CSCO
Cisco Systems, Inc.

Technology
352
+ 4.95%
$53.19 - $69.38 $18.7K - $24.4K
7.46K $517K
MA
Mastercard Inc

Financial Services
99
+ 6.48%
$479.92 - $590.74 $47.5K - $58.5K
1.63K $913K
RTX
Raytheon Technologies Corp

Industrials
276
+ 11.91%
$113.75 - $148.48 $31.4K - $41K
2.59K $378K
XOM
Exxon Mobil Corp

Energy
681
+ 20.54%
$99.93 - $119.04 $68.1K - $81.1K
4K $430K
ABT
Abbott Laboratories

Healthcare
176
+ 5.53%
$123.95 - $138.08 $21.8K - $24.3K
3.36K $456K
GILD
Gilead Sciences, Inc.

Healthcare
70
+ 3.26%
$96.91 - $113.0 $6.78K - $7.91K
2.22K $245K
Tidal Tr Ii
12.3K
+ 7.89%
N/A
167K $0
Activity Summary
Buys All Purchases 52 New Holdings 22 Increased Positions 30 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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