Spartan Planning & Wealth Management Reduced Holdings in Q3 2025

Spartan Planning & Wealth Management

  • $123 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-37.7K
- 67.12%
$82.38 - $83.0 $3.11M - $3.13M
18.5K $1.53M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-23.3K
- 48.15%
$102.4 - $103.88 $2.38M - $2.42M
25.1K $2.59M
V
Visa Inc.

Financial Services
-1.6K
- 47.71%
$332.09 - $358.86 $532K - $575K
1.76K $599K
COST
Costco Wholesale Corp

Consumer Defensive
-456
- 52.53%
$915.95 - $994.57 $418K - $454K
412 $381K
USFR
Wisdomtree Floating Rate Treas

ETFs
-8.69K
- 44.55%
$50.23 - $50.48 $437K - $439K
10.8K $543K
PM
Philip Morris International Inc.

Consumer Defensive
-1.34K
- 40.55%
$157.77 - $183.27 $211K - $245K
1.96K $318K
DIS
Walt Disney CO

Communication Services
-1.88K
- 50.78%
$112.25 - $124.0 $211K - $233K
1.82K $208K
VGSH
Vanguard

ETFs
-3.84K
- 25.92%
$58.43 - $58.88 $224K - $226K
11K $646K
AMZN
Amazon Com Inc

Consumer Cyclical
-385
- 1.98%
$211.65 - $238.24 $81.5K - $91.7K
19.1K $4.19M
AXP
American Express CO

Financial Services
-274
- 22.68%
$294.27 - $342.31 $80.6K - $93.8K
934 $310K
XLI
Industrial Sector Spdr

ETFs
-464
- 20.47%
$147.94 - $154.99 $68.6K - $71.9K
1.8K $278K
XLF
Financial Sector Spdr

ETFs
-1.28K
- 12.53%
$51.37 - $54.25 $65.8K - $69.4K
8.94K $481K
WFC
Wells Fargo & Company

Financial Services
-929
- 13.35%
$77.05 - $85.16 $71.6K - $79.1K
6.03K $505K
IEMG
Ishares Inc

ETFs
-549
- 1.69%
N/A
32K $1.72M
MA
Mastercard Inc

Financial Services
-59
- 3.63%
$550.18 - $598.96 $32.5K - $35.3K
1.57K $891K
T
At&T Inc.

Communication Services
-247
- 1.7%
$26.94 - $29.62 $6.65K - $7.32K
14.3K $402K
SCHW
Schwab Charles Corp

Financial Services
-252
- 7.55%
$91.03 - $98.69 $22.9K - $24.9K
3.09K $294K
IVV
Ishares Core S&P 500 ETF

ETFs
-194
- 7.8%
$620.67 - $670.08 $120K - $130K
2.29K $1.53M
CSCO
Cisco Systems, Inc.

Technology
-30
- 0.4%
$66.2 - $71.79 $1.99K - $2.15K
7.43K $508K
GILD
Gilead Sciences, Inc.

Healthcare
-37
- 1.67%
$108.22 - $120.47 $4K - $4.46K
2.18K $241K
Blackrock Inc
-42
- 15.38%
N/A
231 $0
XLY
Select Sector Spdr Consumer Di

ETFs
-151
- 8.95%
$216.09 - $242.18 $32.6K - $36.6K
1.54K $368K
VTI
Vanguard Total Stock Market Et

ETFs
-51
- 5.05%
$303.93 - $329.86 $15.5K - $16.8K
958 $314K
XLC
Select Sector Spdr Tr Communic

ETFs
-96
- 3.16%
$105.99 - $119.41 $10.2K - $11.5K
2.94K $348K
WMT
Walmart Inc.

Consumer Defensive
-244
- 2.63%
$94.4 - $104.27 $23K - $25.4K
9.02K $929K
RTX
Raytheon Technologies Corp

Industrials
-169
- 6.52%
$144.19 - $167.33 $24.4K - $28.3K
2.43K $405K
LDOS
Leidos Holdings, Inc.

Technology
-67
- 3.97%
$159.2 - $188.96 $10.7K - $12.7K
1.62K $306K
MS
Morgan Stanley

Financial Services
-36
- 1.3%
$139.09 - $161.16 $5.01K - $5.8K
2.74K $436K
CAT
Caterpillar Inc

Industrials
-26
- 2.91%
$390.92 - $477.15 $10.2K - $12.4K
866 $413K
XLK
Technology Sector Spdr

ETFs
-62
- 1.4%
$250.97 - $282.66 $15.6K - $17.5K
4.37K $1.23M
PLTR
Palantir Technologies Inc.

Technology
-65
- 1.41%
$130.68 - $186.97 $8.49K - $12.2K
4.54K $828K
MSFT
Microsoft Corp

Technology
-96
- 0.63%
$491.09 - $535.64 $47.1K - $51.4K
15.1K $7.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-650
- 11.51%
$293.94 - $444.72 $191K - $289K
5K $2.22M
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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