The Analysis of Spartan Planning & Wealth Management's Holdings
Currently, Spartan Planning & Wealth Management holds 79 types of securities in its portfolio with a total value $135.5M. In the most recent quarter, they have increased their positions in IEI (+89.5K shares, valued at $10.7M), LLY (+1.6K shares, valued at $1.7M), NVDA (+5.7K shares, valued at $1.1M); decreased their positions in MSFT (-7.3K shares, valued at $3.5M), BWX (-143.7K shares, valued at $3.2M), STIP (-7.7K shares, valued at $788.1K); initiated new positions in LLY (+1.6K shares, valued at $1.7M), KO (+8.7K shares, valued at $611.0K), N/A (+4.8K shares, valued at $503.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM SPDR SERIES TRUST211.9K shares5.24%2025-12-312026-01-08
IEI ISHARES TR136.1K shares192.40%2025-12-312026-01-08 NVDA NVIDIA CORPORATION53.7K shares11.94%2025-12-312026-01-08 HEGD LISTED FDS TR351.2K shares2.89%2025-12-312026-01-08 AAPL APPLE INC30.9K shares7.02%2025-12-312026-01-08 SPDW SPDR INDEX SHS FDS178.1K shares-5.54%2025-12-312026-01-08 TFPN TIDAL TRUST II179.0K shares2.65%2025-12-312026-01-08 AMZN AMAZON COM INC19.8K shares3.86%2025-12-312026-01-08 MSFT MICROSOFT CORP7.7K shares-48.70%2025-12-312026-01-08 ALPHABET INC ALPHABET INC11.1K shares9.31%2025-12-312026-01-08 BROADCOM INC BROADCOM INC9.7K shares8.06%2025-12-312026-01-08 ALPHABET INC ALPHABET INC8.7K shares9.07%2025-12-312026-01-08 IEMG ISHARES INC38.2K shares19.22%2025-12-312026-01-08 TSLA TESLA INC5.4K shares7.43%2025-12-312026-01-08 JPM JPMORGAN CHASE & CO.6.3K shares14.55%2025-12-312026-01-08 STIP ISHARES TR17.4K shares-30.73%2025-12-312026-01-08 LLY ELI LILLY & CO1.6K sharesnew addition2025-12-312026-01-08 USRT ISHARES TR26.7K shares9.02%2025-12-312026-01-08 IVV ISHARES TR2.2K shares-5.76%2025-12-312026-01-08 SPEM SPDR INDEX SHS FDS24.6K shares19.28%2025-12-312026-01-08 XLK SELECT SECTOR SPDR TR7.9K shares80.76%2025-12-312026-01-08 BWX SPDR SERIES TRUST50.3K shares-74.08%2025-12-312026-01-08 XOM EXXON MOBIL CORP8.9K shares-3.70%2025-12-312026-01-08 WMT WALMART INC9.4K shares4.21%2025-12-312026-01-08 JNJ JOHNSON & JOHNSON4.8K shares4.28%2025-12-312026-01-08 V VISA INC2.6K shares49.12%2025-12-312026-01-08 MA MASTERCARD INCORPORATED1.5K shares-2.04%2025-12-312026-01-08 PLTR PALANTIR TECHNOLOGIES INC4.9K shares7.40%2025-12-312026-01-08 ABBV ABBVIE INC3.6K shares7.62%2025-12-312026-01-08 AMD ADVANCED MICRO DEVICES INC3.7K shares17.06%2025-12-312026-01-08 BAC BANK AMERICA CORP14.3K shares15.65%2025-12-312026-01-08 GE AEROSPACE GE AEROSPACE2.2K shares10.21%2025-12-312026-01-08 CSCO CISCO SYS INC8.3K shares11.62%2025-12-312026-01-08 KO COCA COLA CO8.7K sharesnew addition2025-12-312026-01-08 WFC WELLS FARGO CO NEW6.4K shares6.68%2025-12-312026-01-08 IBM INTERNATIONAL BUSINESS MACHS1.9K shares5.24%2025-12-312026-01-08 CAT CATERPILLAR INC983 shares13.51%2025-12-312026-01-08 GS GOLDMAN SACHS GROUP INC635 shares-1.24%2025-12-312026-01-08 MERCK & CO INC MERCK & CO INC4.8K sharesnew addition2025-12-312026-01-08 MS MORGAN STANLEY2.8K shares2.88%2025-12-312026-01-08 RTX RTX CORPORATION2.7K shares11.75%2025-12-312026-01-08 PEP PEPSICO INC3.1K sharesnew addition2025-12-312026-01-08 MCD MCDONALDS CORP1.4K sharesnew addition2025-12-312026-01-08 TMO THERMO FISHER SCIENTIFIC INC736 sharesnew addition2025-12-312026-01-08 ISRG INTUITIVE SURGICAL INC717 sharesnew addition2025-12-312026-01-08 OPER ETF SER SOLUTIONS3.8K sharesnew addition2025-12-312026-01-08 XLF SELECT SECTOR SPDR TR6.7K shares-25.15%2025-12-312026-01-08 AXP AMERICAN EXPRESS CO967 shares3.53%2025-12-312026-01-08 SCHW SCHWAB CHARLES CORP3.5K shares12.73%2025-12-312026-01-08 BIL SPDR SERIES TRUST3.8K sharesnew addition2025-12-312026-01-08 QCOM QUALCOMM INC2.0K shares-8.39%2025-12-312026-01-08 AMGN AMGEN INC1.1K sharesnew addition2025-12-312026-01-08 NEE NEXTERA ENERGY INC4.2K shares1.39%2025-12-312026-01-08 ORCL ORACLE CORP1.7K shares-37.28%2025-12-312026-01-08 XLY SELECT SECTOR SPDR TR2.8K shares85.04%2025-12-312026-01-08 SHV ISHARES TR3.1K sharesnew addition2025-12-312026-01-08 USFR WISDOMTREE TR6.6K shares-39.37%2025-12-312026-01-08 XLC SELECT SECTOR SPDR TR2.7K shares-8.02%2025-12-312026-01-08 LDOS LEIDOS HOLDINGS INC1.6K shares0.00%2025-12-312026-01-08 GILD GILEAD SCIENCES INC2.4K shares8.68%2025-12-312026-01-08 DHR DANAHER CORPORATION1.3K sharesnew addition2025-12-312026-01-08 PFE PFIZER INC11.5K sharesnew addition2025-12-312026-01-08 UNP UNION PAC CORP1.2K sharesnew addition2025-12-312026-01-08 XLV SELECT SECTOR SPDR TR1.8K sharesnew addition2025-12-312026-01-08 INTC INTEL CORP7.5K sharesnew addition2025-12-312026-01-08 CTVA CORTEVA INC4.1K shares0.00%2025-12-312026-01-08 HD HOME DEPOT INC786 shares-70.67%2025-12-312026-01-08 PM PHILIP MORRIS INTL INC1.7K shares-14.26%2025-12-312026-01-08 COF CAPITAL ONE FINL CORP1.1K shares-1.43%2025-12-312026-01-08 BA BOEING CO1.1K shares-23.65%2025-12-312026-01-08 XLI SELECT SECTOR SPDR TR1.5K shares-17.91%2025-12-312026-01-08 MMM 3M CO1.4K shares0.96%2025-12-312026-01-08 BMY BRISTOL-MYERS SQUIBB CO4.0K sharesnew addition2025-12-312026-01-08 CVS CVS HEALTH CORP2.7K shares-1.52%2025-12-312026-01-08 CRM SALESFORCE INC804 sharesnew addition2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available