Spartan Planning & Wealth Management has filed its 13F form on March 12, 2024 for Q4 2023 where it was disclosed a total value porftolio of $89.6 Million distributed in 193 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $8.54M, Ishares Core S&P 500 ETF with a value of $7.33M, Ishares U.S. Treasury Bond ETF with a value of $6.76M, Ishares Core U.S. Reit ETF with a value of $6.14M, and Microsoft Corp with a value of $4.63M.
Examining the 13F form we can see an increase of $5.79M in the current position value, from $83.9M to 89.6M.
Spartan Planning & Wealth Management is based out at Greensboro, NC
Below you can find more details about Spartan Planning & Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$89.6 Million
ETFs: $50.3 Million
Technology: $15.5 Million
Financial Services: $5.19 Million
Communication Services: $4.73 Million
Consumer Cyclical: $4.44 Million
Healthcare: $3.69 Million
Industrials: $2.22 Million
Consumer Defensive: $1.98 Million
Other: $1.57 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
