Spartan Planning & Wealth Management Portfolio Holdings

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.89B
$1,000 0.0% of portfolio
92
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $89.6 Million
  • Prior Value $83.9 Million
  • Filing
  • Period Q4 2023
  • Filing Date March 12, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 39 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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