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Spartan Wealth Advisory Services

Latest statistics and disclosures from Spartan Wealth Advisory Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002075193

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Positions held by Spartan Wealth Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Spartan Wealth Advisory Services

Spartan Wealth Advisory Services holds 310 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Micron Technology (MU)	6.3	$73M	215k	337.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.6	$53M	183k	287.56	View chart
Apple (AAPL)	4.6	$52M	207k	253.79	View chart
NVIDIA Corporation (NVDA)	3.6	$41M	237k	174.40	View chart
Amazon (AMZN)	3.5	$40M	191k	208.27	View chart
Microsoft Corporation (MSFT)	3.2	$36M	98k	370.17	View chart
Sandisk Corp (SNDK)	3.1	$36M	56k	635.34	View chart
Western Digital (WDC)	3.0	$35M	128k	270.49	View chart
Meta Platforms Cl A (META)	3.0	$35M	60k	572.13	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	1.8	$21M	422k	49.67	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.6	$18M	181k	100.66	View chart
Exxon Mobil Corporation (XOM)	1.4	$16M	92k	169.66	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	1.4	$16M	627k	24.77	View chart
JPMorgan Chase & Co. (JPM)	1.3	$14M	49k	294.16	View chart
Broadcom (AVGO)	1.2	$13M	43k	309.51	View chart
Eli Lilly & Co. (LLY)	1.1	$13M	14k	919.77	View chart
Spdr Series Trust State Street Spd (SPIB)	1.1	$13M	382k	33.54	View chart
Arista Networks Com Shs (ANET)	1.1	$13M	102k	122.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$12M	20k	597.54	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.0	$12M	128k	93.74	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.0	$12M	106k	109.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.0	$12M	30k	390.41	View chart
Visa Com Cl A (V)	0.9	$11M	35k	302.24	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.9	$11M	509k	20.64	View chart
Columbia Etf Tr I Short Duration (SBND)	0.9	$10M	545k	18.79	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.9	$10M	514k	19.92	View chart
Northern Lights Fd Tr Ocean Park Diver (DUKZ)	0.9	$10M	405k	24.92	View chart
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)	0.9	$10M	208k	48.18	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	0.8	$9.6M	376k	25.51	View chart
Applied Materials (AMAT)	0.8	$9.3M	27k	341.79	View chart
Costco Wholesale Corporation (COST)	0.8	$9.0M	9.0k	996.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$9.0M	49k	184.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$8.9M	19k	479.20	View chart
Tesla Motors (TSLA)	0.8	$8.9M	24k	371.75	View chart
Caterpillar (CAT)	0.7	$8.0M	11k	708.46	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.7	$7.9M	211k	37.20	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.7	$7.5M	188k	40.06	View chart
UnitedHealth (UNH)	0.7	$7.4M	28k	270.59	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$7.3M	139k	52.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$7.2M	235k	30.68	View chart
Citigroup Com New (C)	0.6	$7.2M	63k	113.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$7.1M	25k	286.86	View chart
Linde SHS (LIN)	0.6	$6.6M	13k	495.75	View chart
Johnson & Johnson (JNJ)	0.6	$6.5M	26k	244.44	View chart
Palo Alto Networks (PANW)	0.6	$6.4M	40k	160.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.6	$6.3M	159k	39.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$6.1M	74k	82.75	View chart
McDonald's Corporation (MCD)	0.5	$5.9M	19k	310.78	View chart
Etf Ser Solutions Aam Slc Low Dur (LODI)	0.5	$5.8M	232k	25.20	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$5.5M	4.2k	1320.83	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$5.5M	144k	38.42	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$5.5M	23k	236.35	View chart
Cisco Systems (CSCO)	0.5	$5.4M	70k	77.59	View chart
Wal-Mart Stores (WMT)	0.5	$5.4M	44k	124.28	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.5	$5.2M	99k	52.55	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.4	$4.8M	255k	18.82	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$4.8M	45k	106.15	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.4	$4.7M	227k	20.51	View chart
Coca-Cola Company (KO)	0.4	$4.5M	59k	76.05	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$4.4M	58k	76.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$4.4M	68k	64.08	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.4	$4.3M	106k	40.81	View chart
TJX Companies (TJX)	0.4	$4.3M	27k	159.70	View chart
Goldman Sachs (GS)	0.4	$4.3M	5.0k	845.96	View chart
Honeywell International (HON)	0.4	$4.2M	18k	226.03	View chart
Mastercard Incorporated Cl A (MA)	0.4	$4.1M	8.2k	499.65	View chart
Boston Scientific Corporation (BSX)	0.4	$4.1M	65k	62.75	View chart
Procter & Gamble Company (PG)	0.4	$4.0M	28k	144.44	View chart
Pulte (PHM)	0.4	$4.0M	34k	117.61	View chart
Thermo Fisher Scientific (TMO)	0.4	$4.0M	8.2k	491.50	View chart
Abbvie (ABBV)	0.3	$4.0M	18k	217.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.9M	13k	287.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.7M	6.4k	577.19	View chart
Morgan Stanley Com New (MS)	0.3	$3.7M	22k	164.57	View chart
Parker-Hannifin Corporation (PH)	0.3	$3.7M	4.1k	895.26	View chart
Deere & Company (DE)	0.3	$3.5M	6.3k	563.29	View chart
American Express Company (AXP)	0.3	$3.5M	12k	302.47	View chart
Oracle Corporation (ORCL)	0.3	$3.4M	23k	147.11	View chart
FedEx Corporation (FDX)	0.3	$3.4M	9.6k	356.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$3.4M	133k	25.64	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$3.3M	13k	250.57	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$3.3M	25k	132.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.1M	12k	261.92	View chart
DTE Energy Company (DTE)	0.3	$3.0M	21k	146.22	View chart
Southern Company (SO)	0.3	$3.0M	32k	96.52	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.9M	15k	192.90	View chart
CBOE Holdings (CBOE)	0.3	$2.9M	10k	281.06	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$2.8M	35k	80.05	View chart
American Tower Reit (AMT)	0.2	$2.7M	16k	172.58	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$2.7M	29k	91.64	View chart
Wells Fargo & Company (WFC)	0.2	$2.6M	33k	79.61	View chart
Verizon Communications (VZ)	0.2	$2.6M	52k	50.20	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$2.6M	31k	84.91	View chart
SYSCO Corporation (SYY)	0.2	$2.5M	36k	71.33	View chart
Advanced Micro Devices (AMD)	0.2	$2.4M	12k	203.43	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$2.4M	25k	96.62	View chart
ConocoPhillips (COP)	0.2	$2.4M	18k	132.00	View chart
Pepsi (PEP)	0.2	$2.4M	15k	155.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$2.3M	47k	49.89	View chart
O'reilly Automotive (ORLY)	0.2	$2.3M	25k	92.31	View chart
American Electric Power Company (AEP)	0.2	$2.2M	17k	131.08	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$2.2M	56k	39.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.2M	9.2k	237.61	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.2M	3.4k	650.40	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.2M	3.6k	604.44	View chart
Emerson Electric (EMR)	0.2	$2.2M	17k	131.02	View chart
Astrazeneca Ord (AZN)	0.2	$2.2M	11k	197.22	View chart
Public Storage (PSA)	0.2	$2.2M	7.9k	270.88	View chart
Ameriprise Financial (AMP)	0.2	$2.1M	4.7k	444.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.1M	21k	97.13	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$2.0M	7.8k	257.37	View chart
Intuitive Surgical Com New (ISRG)	0.2	$2.0M	4.3k	460.99	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$2.0M	18k	110.47	View chart
Norfolk Southern (NSC)	0.2	$2.0M	6.8k	287.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.9M	2.9k	653.12	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.9M	34k	56.68	View chart
Entergy Corporation (ETR)	0.2	$1.8M	16k	112.36	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$1.8M	24k	76.35	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.2	$1.8M	63k	28.75	View chart
Travelers Companies (TRV)	0.2	$1.8M	6.0k	291.68	View chart
Cme (CME)	0.1	$1.7M	5.7k	295.33	View chart
TransDigm Group Incorporated (TDG)	0.1	$1.6M	1.4k	1158.96	View chart
Prologis (PLD)	0.1	$1.6M	12k	132.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.6M	8.2k	196.21	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$1.6M	34k	47.54	View chart
Devon Energy Corporation (DVN)	0.1	$1.6M	31k	50.32	View chart
Reddit Cl A (RDDT)	0.1	$1.6M	12k	134.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.5M	28k	54.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.5M	3.5k	436.82	View chart
Servicenow (NOW)	0.1	$1.5M	14k	104.55	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.5M	51k	29.08	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$1.4M	51k	27.85	View chart
Dt Midstream Common Stock (DTM)	0.1	$1.4M	10k	134.68	View chart
Franklin Templeton Etf Tr Ftse South Korea (FLKR)	0.1	$1.3M	34k	39.87	View chart
Yum! Brands (YUM)	0.1	$1.3M	8.4k	155.47	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$1.3M	48k	26.96	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	4.5k	283.77	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.2M	7.1k	174.61	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.2M	14k	84.84	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.1	$1.2M	21k	57.32	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.2M	7.2k	161.72	View chart
Lululemon Athletica (LULU)	0.1	$1.2M	7.7k	153.10	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.2M	1.5k	772.70	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$1.1M	20k	57.94	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.1	$1.1M	15k	76.16	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$1.1M	12k	95.41	View chart
Ge Vernova (GEV)	0.1	$1.1M	1.3k	872.90	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.1M	11k	98.38	View chart
Chevron Corporation (CVX)	0.1	$1.0M	5.1k	206.90	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.0M	5.1k	198.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$987k	40k	24.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$975k	7.8k	124.31	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$968k	13k	75.09	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$967k	10k	93.66	View chart
Williams-Sonoma (WSM)	0.1	$961k	5.3k	182.33	View chart
Uber Technologies (UBER)	0.1	$946k	13k	71.93	View chart
Home Depot (HD)	0.1	$940k	2.9k	328.89	View chart
Netflix (NFLX)	0.1	$928k	9.7k	96.15	View chart
Astera Labs (ALAB)	0.1	$926k	8.4k	109.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$921k	2.1k	430.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$908k	13k	67.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$898k	2.8k	320.78	View chart
Strategy Cl A New (MSTR)	0.1	$878k	7.0k	124.80	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$864k	18k	47.03	View chart
Palantir Technologies Cl A (PLTR)	0.1	$862k	5.9k	146.28	View chart
Becton, Dickinson and (BDX)	0.1	$850k	5.4k	157.24	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$841k	6.1k	138.32	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$841k	7.6k	110.86	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$838k	17k	49.37	View chart
Shift4 Pmts Cl A (FOUR)	0.1	$834k	19k	43.73	View chart
Boeing Company (BA)	0.1	$824k	4.1k	199.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$810k	28k	29.13	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$808k	8.5k	94.58	View chart
Direxion Shares Etf Trust Dly Mu Bull 2x (MUU)	0.1	$808k	6.7k	120.38	View chart
Zoetis Cl A (ZTS)	0.1	$784k	6.6k	118.21	View chart
Occidental Petroleum Corporation (OXY)	0.1	$781k	12k	65.00	View chart
Crown Castle Intl (CCI)	0.1	$770k	9.5k	81.31	View chart
Intel Corporation (INTC)	0.1	$766k	17k	44.13	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$757k	8.3k	91.52	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k	1.00	718140.00	View chart
Philip Morris International (PM)	0.1	$717k	4.3k	165.33	View chart
Bank of America Corporation (BAC)	0.1	$712k	15k	48.75	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$708k	6.2k	114.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$704k	4.8k	146.61	View chart
Nextera Energy (NEE)	0.1	$695k	7.5k	92.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$669k	1.6k	426.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$654k	21k	30.50	View chart
Altria (MO)	0.1	$653k	9.9k	65.99	View chart
Deckers Outdoor Corporation (DECK)	0.1	$650k	6.5k	100.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$645k	7.1k	90.53	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$635k	12k	55.24	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$626k	40k	15.65	View chart
Booking Holdings (BKNG)	0.1	$615k	146.00	4210.32	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$607k	4.8k	125.46	View chart
Kestra Med Technologies SHS (KMTS)	0.1	$603k	30k	19.93	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$600k	9.8k	61.26	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$598k	48k	12.40	View chart
Cummins (CMI)	0.1	$596k	1.1k	538.01	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$584k	13k	46.40	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$574k	7.1k	80.58	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.0	$569k	42k	13.67	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$565k	9.3k	60.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$548k	16k	33.77	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$542k	1.5k	356.56	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$540k	21k	25.33	View chart
salesforce (CRM)	0.0	$529k	2.8k	186.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$528k	3.5k	151.41	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$526k	22k	24.24	View chart
Pfizer (PFE)	0.0	$519k	19k	28.08	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$518k	33k	15.83	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$505k	4.6k	108.98	View chart
Cadence Design Systems (CDNS)	0.0	$494k	1.8k	277.87	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$493k	7.1k	69.75	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$488k	9.2k	52.76	View chart
Draftkings Com Cl A (DKNG)	0.0	$487k	23k	21.62	View chart
Stryker Corporation (SYK)	0.0	$483k	1.5k	328.53	View chart
Texas Instruments Incorporated (TXN)	0.0	$472k	2.4k	194.17	View chart
At&t (T)	0.0	$467k	16k	28.99	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$466k	9.5k	48.93	View chart
Calamos Etf Tr Bitcoin 90 Serie (CBXY)	0.0	$462k	21k	21.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$453k	1.8k	248.00	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.0	$446k	11k	39.89	View chart
Fiserv (FISV)	0.0	$434k	7.8k	55.80	View chart
Ford Motor Company (F)	0.0	$432k	37k	11.54	View chart
Crocs (CROX)	0.0	$431k	5.2k	83.02	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$430k	15k	29.57	View chart
Delta Air Lines Com New (DAL)	0.0	$430k	6.5k	66.48	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$423k	18k	23.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$421k	2.0k	213.67	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$417k	6.0k	69.30	View chart
Novo-nordisk A S Adr (NVO)	0.0	$406k	11k	36.75	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$394k	4.2k	93.31	View chart
Qualcomm (QCOM)	0.0	$393k	3.1k	128.79	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$392k	108k	3.62	View chart
Nike CL B (NKE)	0.0	$385k	7.3k	52.82	View chart
Snowflake Com Shs (SNOW)	0.0	$385k	2.6k	150.82	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$381k	4.9k	78.15	View chart
Global X Fds Nasdaq 100 Cola (QCLR)	0.0	$380k	14k	26.51	View chart
General Motors Company (GM)	0.0	$365k	4.9k	74.50	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$361k	16k	22.68	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$359k	6.2k	57.64	View chart
Sofi Technologies (SOFI)	0.0	$348k	22k	15.88	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$345k	7.5k	45.89	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$344k	4.0k	86.64	View chart
Kinder Morgan (KMI)	0.0	$341k	10k	33.53	View chart
Twilio Cl A (TWLO)	0.0	$338k	2.7k	125.82	View chart
Nebius Group Shs Class A (NBIS)	0.0	$311k	3.0k	103.76	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$311k	9.6k	32.43	View chart
Coreweave Com Cl A (CRWV)	0.0	$310k	4.0k	77.47	View chart
Merck & Co (MRK)	0.0	$308k	2.6k	120.29	View chart
Abbott Laboratories (ABT)	0.0	$308k	3.0k	102.66	View chart
Prudential Financial (PRU)	0.0	$305k	3.1k	97.69	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$302k	892.00	337.95	View chart
Starbucks Corporation (SBUX)	0.0	$298k	3.3k	89.59	View chart
Sherwin-Williams Company (SHW)	0.0	$293k	914.00	320.55	View chart
Capital One Financial (COF)	0.0	$292k	1.6k	182.43	View chart
Cleveland-cliffs (CLF)	0.0	$290k	34k	8.45	View chart
Calamos Etf Tr S&p 500 Structur (CPST)	0.0	$289k	11k	26.98	View chart
Flagstar Bank National Assoc Com New (FLG)	0.0	$284k	22k	13.17	View chart
Chubb (CB)	0.0	$284k	870.00	326.03	View chart
Intuit (INTU)	0.0	$282k	651.00	432.56	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$276k	2.7k	103.37	View chart
Duke Energy Corp Com New (DUK)	0.0	$275k	2.1k	130.94	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$275k	4.7k	59.03	View chart
Dex (DXCM)	0.0	$273k	4.4k	62.80	View chart
Fifth Third Ban (FITB)	0.0	$273k	5.9k	46.46	View chart
American Intl Group Com New (AIG)	0.0	$268k	3.6k	75.25	View chart
Flextronics Intl Ord (FLEX)	0.0	$262k	4.0k	65.46	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.0	$260k	12k	22.13	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$257k	8.5k	30.32	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$252k	2.1k	118.62	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.0	$251k	2.9k	88.00	View chart
Constellation Brands Cl A (STZ)	0.0	$249k	1.7k	150.00	View chart
Waste Management (WM)	0.0	$247k	1.1k	229.79	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$245k	1.6k	151.28	View chart
Northrop Grumman Corporation (NOC)	0.0	$244k	358.00	682.24	View chart
Marvell Technology (MRVL)	0.0	$244k	2.5k	99.06	View chart
Vanguard World Financials Etf (VFH)	0.0	$242k	2.0k	120.81	View chart
Charles Schwab Corporation (SCHW)	0.0	$241k	2.6k	93.98	View chart
Rocket Cos Com Cl A (RKT)	0.0	$239k	17k	14.25	View chart
CMS Energy Corporation (CMS)	0.0	$236k	3.0k	77.58	View chart
Lowe's Companies (LOW)	0.0	$231k	976.00	236.28	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.0	$230k	2.8k	82.11	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$230k	3.4k	68.14	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$229k	9.2k	24.91	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$228k	10k	22.95	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$226k	553.00	407.69	View chart
Adobe Systems Incorporated (ADBE)	0.0	$225k	927.00	243.08	View chart
Dow (DOW)	0.0	$225k	5.4k	41.65	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$221k	2.7k	82.43	View chart
Union Pacific Corporation (UNP)	0.0	$219k	903.00	242.51	View chart
International Business Machines (IBM)	0.0	$219k	902.00	242.52	View chart
The Trade Desk Com Cl A (TTD)	0.0	$219k	9.6k	22.69	View chart
Waters Corporation (WAT)	0.0	$215k	721.00	297.80	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.0	$213k	2.9k	74.67	View chart
Blackrock (BLK)	0.0	$213k	221.00	961.71	View chart
Marsh & McLennan Companies (MRSH)	0.0	$212k	1.2k	173.45	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$205k	3.6k	56.58	View chart
D-wave Quantum (QBTS)	0.0	$185k	13k	14.43	View chart
Snap Cl A (SNAP)	0.0	$183k	40k	4.60	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$161k	174k	0.92	View chart
Bitwise Xrp Etf Beneficial Int (XRP)	0.0	$159k	11k	15.03	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$143k	13k	10.84	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$111k	10k	10.88	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$84k	24k	3.52	View chart
Nio Spon Ads (NIO)	0.0	$82k	14k	6.03	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$74k	11k	6.87	View chart
Prospect Capital Corporation (PSEC)	0.0	$50k	19k	2.61	View chart
Opko Health (OPK)	0.0	$23k	20k	1.14	View chart
Rockwell Med Com New (RMTI)	0.0	$22k	25k	0.89	View chart

Past Filings by Spartan Wealth Advisory Services

SEC 13F filings are viewable for Spartan Wealth Advisory Services going back to 2026

Spartan Wealth Advisory Services 2026 Q1 filed May 6, 2026

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