Spartan Planning & Wealth Management New Holdings in Q4 2023

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
36.6K
New
$65.84 - $75.47 $2.41M - $2.76M
36.6K $2.76M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.79K
New
$44.12 - $47.93 $343K - $373K
7.79K $371K
BLK
Black Rock Inc.

Financial Services
323
New
$598.08 - $819.0 $193K - $265K
323 $262K
KO
Coca Cola CO

Consumer Defensive
4.11K
New
$52.38 - $59.93 $215K - $246K
4.11K $242K
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
TXN
Texas Instruments Inc

Technology
1.04K
New
$140.5 - $171.72 $145K - $178K
1.04K $176K
HON
Honeywell International Inc

Industrials
796
New
$176.06 - $209.71 $140K - $167K
796 $166K
A
Agilent Technologies, Inc.

Healthcare
973
New
$101.17 - $139.82 $98.4K - $136K
973 $135K
ABT
Abbott Laboratories

Healthcare
1.16K
New
$90.19 - $110.4 $105K - $128K
1.16K $127K
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
T
At&T Inc.

Communication Services
5.73K
New
$14.32 - $17.22 $82.1K - $98.7K
5.73K $96K
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
CBRE
Cbre Group, Inc.

Real Estate
841
New
$65.76 - $93.82 $55.3K - $78.9K
841 $78K
IDXX
Idexx Laboratories Inc

Healthcare
109
New
$391.37 - $557.56 $42.7K - $60.8K
109 $60K
LMT
Lockheed Martin Corp

Industrials
122
New
$397.35 - $458.04 $48.5K - $55.9K
122 $55K
HBAN
Huntington Bancshares Inc

Financial Services
3.62K
New
$9.44 - $13.18 $34.1K - $47.7K
3.62K $46K
RF
Regions Financial Corp

Financial Services
2.42K
New
$14.01 - $19.6 $33.9K - $47.4K
2.42K $46K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
441
New
$68.33 - $105.0 $30.1K - $46.3K
441 $45K
BBY
Best Buy CO Inc

Consumer Cyclical
523
New
$62.88 - $78.46 $32.9K - $41K
523 $40K
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
XLP
Consumer Staples Sector Spdr

ETFs
381
New
$66.22 - $72.3 $25.2K - $27.5K
381 $27K
MTD
Mettler Toledo International Inc

Healthcare
22
New
$962.37 - $1225.26 $21.2K - $27K
22 $26K
EW
Edwards Lifesciences Corp

Healthcare
268
New
$61.71 - $77.76 $16.5K - $20.8K
268 $20K
KEYS
Keysight Technologies, Inc.

Technology
128
New
$119.31 - $160.34 $15.3K - $20.5K
128 $20K
PODD
Insulet Corp

Healthcare
92
New
$127.77 - $221.42 $11.8K - $20.4K
92 $19K
SSO
Proshares Ultra S&P 500

ETFs
179
New
$48.93 - $65.42 $8.76K - $11.7K
179 $11K
XLU
Utilities Sector Spdr

ETFs
176
New
$56.19 - $65.96 $9.89K - $11.6K
176 $11K
Bunge Global Sa
426
New
N/A
426 $0
SBUX
Starbucks Corp

Consumer Cyclical
2
New
$89.48 - $107.21 $179 - $214
2 $0
VNT
Vontier Corp

Technology
1
New
$29.03 - $35.19 $29 - $35.2
1 $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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