Spartan Planning & Wealth Management Reduced Holdings in Q1 2025

Spartan Planning & Wealth Management

  • $99.2 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-59.1K
- 32.49%
$67.03 - $74.61 $3.96M - $4.41M
123K $8.3M
NVDA
Nvidia Corp

Technology
-24.1K
- 47.56%
$106.98 - $149.43 $2.58M - $3.61M
26.6K $2.88M
AAPL
Apple Inc.

Technology
-12.1K
- 44.19%
$209.68 - $247.1 $2.53M - $2.98M
15.2K $3.38M
OPER
ETF Ser Solutions Clearshares

ETFs
-32.8K
- 73.15%
$100.08 - $100.42 $3.29M - $3.3M
12.1K $1.21M
SHV
Ishares Tr

ETFs
-26.3K
- 78.13%
$110.11 - $110.51 $2.9M - $2.91M
7.37K $814K
AMZN
Amazon Com Inc

Consumer Cyclical
-7.07K
- 41.12%
$190.26 - $242.06 $1.34M - $1.71M
10.1K $1.93M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.86K
- 60.57%
$554.06 - $615.85 $1.59M - $1.76M
1.86K $1.04M
GOOGL
Alphabet Inc.

Communication Services
-5.18K
- 45.78%
$154.33 - $206.19 $800K - $1.07M
6.14K $947K
GOOG
Alphabet Inc.

Communication Services
-3.97K
- 44.95%
$156.06 - $207.71 $620K - $825K
4.87K $760K
META
Meta Platforms, Inc.

Communication Services
-1.47K
- 37.75%
$576.74 - $736.67 $849K - $1.08M
2.43K $1.4M
AVGO
Broadcom Inc.

Technology
-1.53K
- 20.55%
$167.43 - $244.7 $257K - $375K
5.92K $991K
USRT
Ishares Core U.S. Reit ETF

ETFs
-6.84K
- 10.22%
$55.14 - $60.29 $377K - $412K
60.1K $3.43M
COST
Costco Wholesale Corp

Consumer Defensive
-452
- 54.13%
$890.62 - $1076.86 $403K - $487K
383 $362K
BAC
Bank Of America Corp

Financial Services
-7.71K
- 50.53%
$39.61 - $47.74 $305K - $368K
7.55K $314K
CRM
Salesforce, Inc.

Technology
-871
- 48.31%
$268.36 - $359.95 $234K - $314K
932 $250K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.8K
- 12.21%
$37.07 - $40.63 $399K - $437K
77.4K $3.05M
WMT
Walmart Inc.

Consumer Defensive
-3.2K
- 37.04%
$84.5 - $105.05 $271K - $337K
5.45K $478K
ORCL
Oracle Corp

Technology
-1.44K
- 43.65%
$139.81 - $186.47 $201K - $269K
1.86K $259K
VTI
Vanguard Total Stock Market Et

ETFs
-932
- 54.44%
$271.18 - $303.12 $253K - $283K
780 $213K
XLF
Financial Sector Spdr

ETFs
-2.34K
- 22.02%
$47.32 - $52.19 $111K - $122K
8.29K $408K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-683
- 19.26%
$442.66 - $534.52 $302K - $365K
2.86K $1.5M
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.74K
- 7.15%
$50.29 - $50.5 $87.3K - $87.7K
22.6K $1.13M
XLC
Select Sector Spdr Tr Communic

ETFs
-597
- 16.11%
$94.84 - $105.31 $56.6K - $62.9K
3.11K $297K
PG
Procter & Gamble CO

Consumer Defensive
-454
- 7.95%
$158.56 - $176.26 $72K - $80K
5.26K $896K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-404
- 0.63%
$91.45 - $91.75 $36.9K - $37.1K
64.1K $5.88M
JPM
Jpmorgan Chase & CO

Financial Services
-189
- 3.3%
$225.19 - $279.95 $42.6K - $52.9K
5.54K $1.36M
Tidal Tr Ii
-527
- 0.34%
N/A
155K $0
BMY
Bristol Myers Squibb CO

Healthcare
-199
- 4.96%
$53.9 - $63.11 $10.7K - $12.6K
3.81K $232K
TMUS
T Mobile Us, Inc.

Communication Services
-143
- 13.92%
$211.3 - $272.83 $30.2K - $39K
884 $235K
GILD
Gilead Sciences, Inc.

Healthcare
-348
- 13.96%
$89.14 - $117.41 $31K - $40.9K
2.15K $240K
CSCO
Cisco Systems, Inc.

Technology
-106
- 1.47%
$58.74 - $64.87 $6.23K - $6.88K
7.11K $438K
DE
Deere & CO

Industrials
-9
- 1.85%
$408.57 - $509.27 $3.68K - $4.58K
477 $223K
T
At&T Inc.

Communication Services
-1.66K
- 13.32%
$21.56 - $28.28 $35.8K - $47K
10.8K $305K
ABT
Abbott Laboratories

Healthcare
-161
- 4.81%
$111.1 - $140.22 $17.9K - $22.6K
3.18K $422K
PM
Philip Morris International Inc.

Consumer Defensive
-463
- 13.69%
$117.15 - $158.79 $54.2K - $73.5K
2.92K $463K
Activity Summary
Buys All Purchases 28 New Holdings 13 Increased Positions 15 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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