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
BK
Bank Of New York Mellon Corp

Financial Services
2.65K
+ 53000.0%
$41.18 - $52.22 $109K - $138K
2.66K $138K
A
Agilent Technologies, Inc.

Healthcare
973
New
$101.17 - $139.82 $98.4K - $136K
973 $135K
DHR
Danaher Corp

Healthcare
577
+ 28850.0%
$185.1 - $233.13 $107K - $135K
579 $133K
COP
Conocophillips

Energy
1.14K
+ 338.81%
$110.52 - $126.59 $125K - $144K
1.47K $170K
MS
Morgan Stanley

Financial Services
1.38K
+ 68950.0%
$70.4 - $93.66 $97.1K - $129K
1.38K $128K
C
Citigroup Inc

Financial Services
2.47K
+ 35271.43%
$38.24 - $51.52 $94.4K - $127K
2.48K $127K
ABT
Abbott Laboratories

Healthcare
1.16K
New
$90.19 - $110.4 $105K - $128K
1.16K $127K
ORCL
Oracle Corp

Technology
1.16K
+ 455.91%
$100.31 - $117.16 $116K - $136K
1.41K $148K
BA
Boeing CO

Industrials
438
+ 384.21%
$177.73 - $264.27 $77.8K - $116K
552 $143K
SCHW
Schwab Charles Corp

Financial Services
1.68K
+ 33540.0%
$49.33 - $70.98 $82.7K - $119K
1.68K $115K
XLK
Technology Sector Spdr

ETFs
492
+ 77.73%
$160.19 - $193.07 $78.8K - $95K
1.13K $216K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.54K
+ 771.36%
$61.04 - $73.11 $93.7K - $112K
1.73K $125K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.39K
+ 220.65%
$34.3 - $42.83 $82.1K - $103K
3.48K $146K
INTC
Intel Corp

Technology
179
+ 2.73%
$32.52 - $50.76 $5.82K - $9.09K
6.74K $338K
WMT
Walmart Inc.

Consumer Defensive
674
+ 151.12%
$150.86 - $169.78 $102K - $114K
1.12K $176K
XYL
Xylem Inc.

Industrials
916
New
$87.76 - $114.38 $80.4K - $105K
916 $104K
TMO
Thermo Fisher Scientific Inc.

Healthcare
194
New
$431.41 - $532.94 $83.7K - $103K
194 $102K
SO
Southern CO

Utilities
1.4K
+ 46500.0%
$62.71 - $73.08 $87.5K - $102K
1.4K $98K
MA
Mastercard Inc

Financial Services
140
+ 11.8%
$364.08 - $426.51 $51K - $59.7K
1.33K $565K
T
At&T Inc.

Communication Services
5.73K
New
$14.32 - $17.22 $82.1K - $98.7K
5.73K $96K
USB
Us Bancorp \De\

Financial Services
2.23K
+ 44540.0%
$30.64 - $45.33 $68.2K - $101K
2.23K $96K
TMUS
T Mobile Us, Inc.

Communication Services
593
+ 29650.0%
$136.43 - $160.44 $80.9K - $95.1K
595 $95K
GD
General Dynamics Corp

Industrials
355
+ 17750.0%
$216.75 - $259.67 $76.9K - $92.2K
357 $92K
RTX
Raytheon Technologies Corp

Industrials
1.1K
New
$69.38 - $84.17 $76.2K - $92.4K
1.1K $92K
WAT
Waters Corp

Healthcare
281
New
$236.7 - $333.04 $66.5K - $93.6K
281 $92K
ELV
Elevance Health, Inc.

Healthcare
195
New
$433.51 - $488.06 $84.5K - $95.2K
195 $91K
JCI
Johnson Controls International PLC

Industrials
1.53K
New
$48.1 - $57.7 $73.4K - $88.1K
1.53K $88K
MMM
3 M CO

Industrials
736
+ 36800.0%
$85.6 - $109.69 $63K - $80.7K
738 $80K
CBRE
Cbre Group, Inc.

Real Estate
841
New
$65.76 - $93.82 $55.3K - $78.9K
841 $78K
XLF
Financial Sector Spdr

ETFs
1.66K
+ 114.25%
$31.45 - $37.72 $52.2K - $62.6K
3.11K $117K
MDT
Medtronic PLC

Healthcare
786
+ 2620.0%
$69.43 - $83.43 $54.6K - $65.6K
816 $67K
FDX
Fedex Corp

Industrials
261
+ 286.81%
$227.93 - $281.92 $59.5K - $73.6K
352 $89K
CVS
Cvs Health Corp

Healthcare
831
+ 20775.0%
$66.29 - $79.0 $55.1K - $65.6K
835 $65K
UPS
United Parcel Service Inc

Industrials
394
+ 19700.0%
$134.83 - $162.94 $53.1K - $64.2K
396 $62K
IDXX
Idexx Laboratories Inc

Healthcare
109
New
$391.37 - $557.56 $42.7K - $60.8K
109 $60K
SPG
Simon Property Group Inc

Real Estate
417
+ 13900.0%
$103.37 - $146.58 $43.1K - $61.1K
420 $59K
XLY
Select Sector Spdr Consumer Di

ETFs
294
+ 120.99%
$148.04 - $181.41 $43.5K - $53.3K
537 $96K
DUK
Duke Energy Corp

Utilities
592
+ 29600.0%
$85.44 - $98.31 $50.6K - $58.2K
594 $57K
TRV
Travelers Companies, Inc.

Financial Services
292
+ 7300.0%
$157.92 - $190.49 $46.1K - $55.6K
296 $56K
AIG
American International Group, Inc.

Financial Services
805
+ 369.27%
$58.64 - $67.87 $47.2K - $54.6K
1.02K $69K
LHX
L3 Harris Technologies, Inc.

Industrials
262
+ 3275.0%
$161.28 - $210.92 $42.3K - $55.3K
270 $56K
COF
Capital One Financial Corp

Financial Services
419
+ 13966.67%
$88.97 - $132.02 $37.3K - $55.3K
422 $55K
LMT
Lockheed Martin Corp

Industrials
122
New
$397.35 - $458.04 $48.5K - $55.9K
122 $55K
XLV
Select Sector Spdr Fund Health

ETFs
371
+ 83.75%
$123.14 - $136.38 $45.7K - $50.6K
814 $111K
TGT
Target Corp

Consumer Defensive
372
+ 6200.0%
$105.01 - $142.54 $39.1K - $53K
378 $53K
RF
Regions Financial Corp

Financial Services
2.42K
New
$14.01 - $19.6 $33.9K - $47.4K
2.42K $46K
XLI
Industrial Sector Spdr

ETFs
368
+ 117.57%
$96.44 - $114.13 $35.5K - $42K
681 $77K
HBAN
Huntington Bancshares Inc

Financial Services
3.62K
New
$9.44 - $13.18 $34.1K - $47.7K
3.62K $46K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
441
New
$68.33 - $105.0 $30.1K - $46.3K
441 $45K
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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