Spartan Planning & Wealth Management

Spartan Planning & Wealth Management as of March 31, 2025

Portfolio Holdings for Spartan Planning & Wealth Management

Spartan Planning & Wealth Management holds 65 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 1 3 Yr Treas Bd (SHY) 8.7 $9.0M 109k 82.73
Spdr Ser Tr Portfoli S&p1500 (SPTM) 8.1 $8.4M 123k 68.01
Ishares Tr 0-5 Yr Tips Etf (STIP) 5.9 $6.1M 59k 103.47
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.8 $6.0M 164k 36.41
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 5.7 $5.9M 64k 91.73
Ishares Tr Us Treas Bd Etf (GOVT) 4.7 $4.9M 211k 22.98
Listed Fd Tr Swan Hedged Eqty (HEGD) 4.6 $4.8M 218k 21.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.4 $4.6M 78k 58.69
Tidal Tr Ii Blueprint Chesap (TFPN) 3.4 $3.5M 155k 22.48
Ishares Tr Cre U S Reit Etf (USRT) 3.4 $3.5M 60k 57.60
Apple (AAPL) 3.3 $3.4M 15k 222.13
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.1 $3.2M 27k 118.14
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.0 $3.0M 77k 39.37
NVIDIA Corporation (NVDA) 2.8 $2.9M 27k 108.38
Spdr Ser Tr Bloomberg Intl T (BWX) 2.3 $2.4M 108k 21.86
Amazon (AMZN) 1.9 $1.9M 10k 190.26
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $1.6M 32k 49.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $1.5M 2.9k 532.58
Meta Platforms Cl A (META) 1.4 $1.4M 2.4k 576.36
JPMorgan Chase & Co. (JPM) 1.3 $1.4M 5.5k 245.30
Etf Ser Solutions Clearshs Ultra (OPER) 1.2 $1.2M 12k 100.21
Eli Lilly & Co. (LLY) 1.1 $1.2M 1.4k 825.91
Wisdomtree Tr Floatng Rat Trea (USFR) 1.1 $1.1M 23k 50.33
Visa Com Cl A (V) 1.1 $1.1M 3.1k 350.46
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.0M 1.9k 561.90
Broadcom (AVGO) 1.0 $992k 5.9k 167.43
Alphabet Cap Stk Cl A (GOOGL) 0.9 $949k 6.1k 154.64
Procter & Gamble Company (PG) 0.9 $896k 5.3k 170.43
Mastercard Incorporated Cl A (MA) 0.8 $837k 1.5k 548.12
Tesla Motors (TSLA) 0.8 $830k 3.2k 259.16
Ishares Tr Short Treas Bd (SHV) 0.8 $814k 7.4k 110.46
Netflix (NFLX) 0.7 $770k 826.00 932.53
Alphabet Cap Stk Cl C (GOOG) 0.7 $760k 4.9k 156.23
Johnson & Johnson (JNJ) 0.7 $678k 4.1k 165.84
Abbvie (ABBV) 0.6 $632k 3.0k 209.52
Coca-Cola Company (KO) 0.5 $518k 7.2k 71.62
Chevron Corporation (CVX) 0.5 $484k 2.9k 167.29
Wal-Mart Stores (WMT) 0.5 $478k 5.4k 87.79
Wells Fargo & Company (WFC) 0.5 $476k 6.6k 71.79
Philip Morris International (PM) 0.4 $463k 2.9k 158.73
Cisco Systems (CSCO) 0.4 $439k 7.1k 61.71
International Business Machines (IBM) 0.4 $428k 1.7k 248.66
Ge Aerospace Com New (GE) 0.4 $424k 2.1k 200.15
Abbott Laboratories (ABT) 0.4 $422k 3.2k 132.65
Select Sector Spdr Tr Financial (XLF) 0.4 $413k 8.3k 49.81
McDonald's Corporation (MCD) 0.4 $412k 1.3k 312.37
Exxon Mobil Corporation (XOM) 0.4 $394k 3.3k 118.93
Linde SHS (LIN) 0.4 $366k 786.00 465.64
Costco Wholesale Corporation (COST) 0.4 $362k 383.00 945.69
Bank of America Corporation (BAC) 0.3 $315k 7.5k 41.73
Raytheon Technologies Corp (RTX) 0.3 $307k 2.3k 132.46
At&t (T) 0.3 $306k 11k 28.28
Select Sector Spdr Tr Communication (XLC) 0.3 $300k 3.1k 96.44
Verizon Communications (VZ) 0.3 $288k 6.3k 45.36
Charles Schwab Corporation (SCHW) 0.3 $262k 3.3k 78.28
Oracle Corporation (ORCL) 0.3 $260k 1.9k 139.81
salesforce (CRM) 0.2 $250k 932.00 268.36
Gilead Sciences (GILD) 0.2 $240k 2.1k 112.05
Amgen (AMGN) 0.2 $237k 760.00 311.55
Metropcs Communications (TMUS) 0.2 $236k 884.00 266.71
Medtronic SHS (MDT) 0.2 $235k 2.6k 89.86
Bristol Myers Squibb (BMY) 0.2 $232k 3.8k 60.99
Leidos Holdings (LDOS) 0.2 $228k 1.7k 134.94
Deere & Company (DE) 0.2 $224k 477.00 469.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $214k 780.00 274.84