Spartan Planning & Wealth Management Incresed Positions in Q3 2025

Spartan Planning & Wealth Management

  • $123 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
16.9K
+ 57.15%
$117.65 - $120.08 $1.99M - $2.03M
46.5K $5.56M
GOOGL
Alphabet Inc.

Communication Services
4.45K
+ 78.44%
$174.36 - $254.72 $776K - $1.13M
10.1K $2.46M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.34K
+ 1.68%
$74.93 - $80.73 $250K - $269K
201K $16.2M
NVDA
Nvidia Corp

Technology
20
+ 0.04%
$153.3 - $186.58 $3.07K - $3.73K
48K $8.96M
GOOG
Alphabet Inc.

Communication Services
3.51K
+ 78.24%
$175.16 - $255.24 $615K - $896K
8K $1.95M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
14.9K
+ 4.57%
$23.5 - $24.94 $350K - $372K
341K $8.51M
HD
Home Depot, Inc.

Consumer Cyclical
1.9K
+ 242.27%
$357.4 - $423.42 $678K - $803K
2.68K $1.09M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.9K
+ 3.8%
$39.8 - $42.86 $275K - $296K
189K $8.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.33K
+ 59.71%
$459.11 - $506.91 $610K - $673K
3.55K $1.79M
XOM
Exxon Mobil Corp

Energy
5.27K
+ 131.8%
$105.83 - $117.22 $558K - $618K
9.27K $1.04M
ABBV
Abb Vie Inc.

Healthcare
1.74K
+ 105.22%
$184.85 - $231.54 $321K - $402K
3.38K $783K
BWX
Spdr Bloomberg International T

ETFs
17K
+ 9.61%
$22.58 - $23.5 $384K - $400K
194K $4.46M
ORCL
Oracle Corp

Technology
267
+ 10.61%
$218.96 - $328.33 $58.5K - $87.7K
2.78K $782K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.73K
+ 15.3%
$42.67 - $46.91 $117K - $128K
20.6K $963K
VZ
Verizon Communications Inc

Communication Services
4.19K
+ 82.58%
$40.84 - $45.06 $171K - $189K
9.27K $407K
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.15%
$282.78 - $316.06 $2.26K - $2.53K
5.46K $1.72M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.18K
+ 5.06%
$55.64 - $59.37 $65.6K - $70K
24.5K $1.44M
GE
General Electric CO

Industrials
30
+ 1.52%
$244.75 - $305.63 $7.34K - $9.17K
2.01K $604K
GS
Goldman Sachs Group Inc

Financial Services
20
+ 3.21%
$696.56 - $806.32 $13.9K - $16.1K
643 $512K
C
Citigroup Inc

Financial Services
3
+ 0.08%
$85.57 - $103.49 $257 - $310
3.82K $387K
ABT
Abbott Laboratories

Healthcare
160
+ 4.76%
$120.51 - $136.62 $19.3K - $21.9K
3.52K $471K
META
Meta Platforms, Inc.

Communication Services
38
+ 0.87%
$695.21 - $791.73 $26.4K - $30.1K
4.41K $3.24M
BA
Boeing CO

Industrials
1
+ 0.07%
$209.79 - $237.38 $210 - $237
1.44K $311K
Tidal Trust Ii
6.94K
+ 4.15%
N/A
174K $0
Linde PLC
12
+ 1.37%
N/A
887 $0
IBM
International Business Machines Corp

Technology
39
+ 2.2%
$234.77 - $292.47 $9.16K - $11.4K
1.81K $511K
NFLX
Netflix Inc

Communication Services
41
+ 5.37%
$1147.87 - $1297.18 $47.1K - $53.2K
804 $963K
Activity Summary
Buys All Purchases 40 New Holdings 12 Increased Positions 28 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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