test

David Childs

@Spartan Planning & Wealth Management

Latest period2024 - Q4ReportedManaged Assets$109.475MTotal holdings71
Assets growth rate16.68%Assets growth rate (2-Q avg)13.32%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Spartan Planning & Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Spartan Planning & Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 109.475M in assets, with a quarterly growth rate of 16.68% and a 2-quarter average growth rate of 13.32%. The portfolio is managed by David Childs, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPTMSpdr Ser Tr
Recent Activity
Increased 24.45%
11.87%
$12.991M
181,877 shares@ $71.43 avg price
AAPLApple Inc
Recent Activity
Increased 14.6%
6.25%
$6.832M
27,283 shares@ $250.43 avg price
NVDANvidia Corporation
Recent Activity
Increased 1122.5%
6.23%
$6.816M
50,758 shares@ $134.3 avg price
BILSpdr Ser Tr
Recent Activity
Increased 3402.01%
5.4%
$5.901M
64,542 shares@ $91.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 10.86%
5.26%
$5.748M
13,638 shares@ $421.5 avg price
OPEREtf Ser Solutions
Recent Activity
Increased 7104.02%
4.11%
$4.491M
44,881 shares@ $100.07 avg price
HEGDListed Fd Tr
Recent Activity
New Position
4.11%
$4.49M
200,468 shares@ $22.4 avg price
TFPNTidal Tr Ii
Recent Activity
Increased 1.82%
3.53%
$3.861M
155,711 shares@ $24.8 avg price
USRTIshares Tr
Recent Activity
Decreased -40.84%
3.51%
$3.836M
66,928 shares@ $57.31 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 30.79%
3.45%
$3.77M
17,186 shares@ $219.4 avg price