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
MET
Metlife Inc

Financial Services
654
+ 330.3%
$58.29 - $66.9 $38.1K - $43.8K
852 $56K
BBY
Best Buy CO Inc

Consumer Cyclical
523
New
$62.88 - $78.46 $32.9K - $41K
523 $40K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
315
+ 50.16%
$85.36 - $100.86 $26.9K - $31.8K
943 $94K
PYPL
Pay Pal Holdings, Inc.

Financial Services
545
+ 13625.0%
$50.39 - $63.08 $27.5K - $34.4K
549 $33K
DE
Deere & CO

Industrials
82
New
$359.39 - $401.64 $29.5K - $32.9K
82 $32K
DGX
Quest Diagnostics Inc

Healthcare
226
New
$120.62 - $141.12 $27.3K - $31.9K
226 $31K
EMR
Emerson Electric CO

Industrials
296
+ 121.81%
$84.75 - $97.6 $25.1K - $28.9K
539 $52K
XLP
Consumer Staples Sector Spdr

ETFs
381
New
$66.22 - $72.3 $25.2K - $27.5K
381 $27K
NTRS
Northern Trust Corp

Financial Services
317
+ 10566.67%
$63.06 - $85.93 $20K - $27.2K
320 $27K
MTD
Mettler Toledo International Inc

Healthcare
22
New
$962.37 - $1225.26 $21.2K - $27K
22 $26K
F
Ford Motor CO

Consumer Cyclical
1.88K
+ 7242.31%
$9.7 - $12.45 $18.3K - $23.4K
1.91K $23K
GM
General Motors CO

Consumer Cyclical
616
+ 6160.0%
$26.65 - $36.25 $16.4K - $22.3K
626 $22K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 26.67%
$2742.69 - $3566.65 $11K - $14.3K
19 $67K
KEYS
Keysight Technologies, Inc.

Technology
128
New
$119.31 - $160.34 $15.3K - $20.5K
128 $20K
EW
Edwards Lifesciences Corp

Healthcare
268
New
$61.71 - $77.76 $16.5K - $20.8K
268 $20K
XLRE
Select Sector Spdr Tr Real Est

ETFs
495
+ 9900.0%
$32.19 - $40.5 $15.9K - $20K
500 $20K
PODD
Insulet Corp

Healthcare
92
New
$127.77 - $221.42 $11.8K - $20.4K
92 $19K
DOW
Dow Inc.

Basic Materials
314
+ 15700.0%
$47.54 - $55.71 $14.9K - $17.5K
316 $17K
XLC
Select Sector Spdr Tr Communic

ETFs
94
+ 10.31%
$63.09 - $73.1 $5.93K - $6.87K
1.01K $73K
VB
Vanguard Small Cap ETF

ETFs
49
+ 132.43%
$175.26 - $215.9 $8.59K - $10.6K
86 $18K
XLU
Utilities Sector Spdr

ETFs
176
New
$56.19 - $65.96 $9.89K - $11.6K
176 $11K
SSO
Proshares Ultra S&P 500

ETFs
179
New
$48.93 - $65.42 $8.76K - $11.7K
179 $11K
XLB
Select Sector Spdr Fd Material

ETFs
95
+ 87.96%
$74.46 - $86.21 $7.07K - $8.19K
203 $17K
VNT
Vontier Corp

Technology
1
New
$29.03 - $35.19 $29 - $35.2
1 $0
Linde PLC
36
+ 4.74%
N/A
796 $0
Bunge Global Sa
426
New
N/A
426 $0
SBUX
Starbucks Corp

Consumer Cyclical
2
New
$89.48 - $107.21 $179 - $214
2 $0
Tidal Tr Ii
108K
+ 241.65%
N/A
153K $0
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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