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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
SHYIshares Tr
Recent Activity
Exited
0%
$4.17M
50,828 shares@ $82.04 avg price
SPTLSpdr Ser Tr
Recent Activity
Exited
0%
$1.687M
58,137 shares@ $29.03 avg price
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$673,882
1,280 shares@ $526.48 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$544,099
912 shares@ $596.6 avg price
EAGGIshares Tr
Recent Activity
Exited
0%
$371,656
7,785 shares@ $47.75 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$338,735
6,741 shares@ $50.25 avg price
LINLinde Plc
Recent Activity
Exited
0%
$326,925
796 shares@ $410.71 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$321,796
2,183 shares@ $147.41 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$310,198
1,077 shares@ $288.03 avg price
VZVerizon Communications Inc
Recent Activity
Exited
0%
$284,597
7,549 shares@ $37.7 avg price