Spartan Planning & Wealth Management Sells in Q2 2025

Spartan Planning & Wealth Management

  • $112 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-52.8K
- 48.42%
$82.21 - $83.12 $4.34M - $4.39M
56.2K $4.66M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-173K
- 81.62%
$22.54 - $23.17 $3.89M - $4M
38.9K $893K
VGSH
Vanguard

ETFs
-62.7K
- 80.89%
$58.32 - $58.95 $3.66M - $3.7M
14.8K $870K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-30.9K
- 48.11%
$91.43 - $91.74 $2.82M - $2.83M
33.3K $3.05M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-59.5K
- 76.92%
$34.72 - $42.74 $2.07M - $2.54M
17.9K $763K
USRT
Ishares Core U.S. Reit ETF

ETFs
-36.8K
- 61.26%
$50.37 - $57.97 $1.85M - $2.13M
23.3K $1.32M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-11K
- 18.53%
$102.02 - $103.5 $1.12M - $1.14M
48.3K $4.97M
OPER
ETF Ser Solutions Clearshares

ETFs
-8.22K
- 68.16%
$100.08 - $100.44 $822K - $825K
3.84K $384K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-640
- 22.35%
$483.48 - $539.8 $309K - $345K
2.22K $1.08M
SHV
Ishares Tr

ETFs
-3.79K
- 51.47%
$110.06 - $110.46 $418K - $419K
3.58K $394K
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.04K
- 13.47%
$50.28 - $50.47 $153K - $153K
19.5K $981K
MCD
Mcdonalds Corp

Consumer Cyclical
-417
- 31.61%
$285.55 - $321.23 $119K - $134K
902 $263K
KO
Coca Cola CO

Consumer Defensive
-1.23K
- 17.0%
$68.37 - $73.9 $84K - $90.7K
6K $424K
VZ
Verizon Communications Inc

Communication Services
-1.27K
- 19.95%
$41.67 - $45.62 $52.7K - $57.7K
5.08K $219K
DE
Deere & CO

Industrials
-26
- 5.45%
$412.99 - $531.48 $10.7K - $13.8K
451 $229K
XLC
Select Sector Spdr Tr Communic

ETFs
-71
- 2.28%
$86.13 - $108.53 $6.12K - $7.71K
3.04K $329K
GOOG
Alphabet Inc.

Communication Services
-377
- 7.75%
$146.58 - $180.01 $55.3K - $67.9K
4.49K $796K
SCHW
Schwab Charles Corp

Financial Services
-8
- 0.24%
$69.06 - $91.24 $552 - $730
3.34K $304K
GOOGL
Alphabet Inc.

Communication Services
-467
- 7.61%
$144.7 - $178.6 $67.6K - $83.4K
5.67K $999K
GE
General Electric CO

Industrials
-140
- 6.61%
$166.81 - $257.39 $23.4K - $36K
1.98K $509K
JPM
Jpmorgan Chase & CO

Financial Services
-82
- 1.48%
$210.28 - $289.91 $17.2K - $23.8K
5.46K $1.58M
NFLX
Netflix Inc

Communication Services
-63
- 7.63%
$855.86 - $1339.13 $53.9K - $84.4K
763 $1.02M
Activity Summary
Buys All Purchases 52 New Holdings 22 Increased Positions 30 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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