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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
SHVIshares Tr
Recent Activity
Increased 82090.25%
3.39%
$3.71M
33,698 shares@ $110.12 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -18.63%
3.09%
$3.382M
88,149 shares@ $38.37 avg price
IVVIshares Tr
Recent Activity
Decreased -69.21%
2.55%
$2.782M
4,725 shares@ $588.68 avg price
GOVTIshares Tr
Recent Activity
Decreased -60%
2.47%
$2.699M
117,433 shares@ $22.98 avg price
METAMeta Platforms Inc
Recent Activity
Increased 22.62%
2.09%
$2.283M
3,899 shares@ $585.51 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 17.95%
1.96%
$2.143M
11,322 shares@ $189.31 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -45.62%
1.75%
$1.911M
55,995 shares@ $34.13 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1238.25%
1.58%
$1.728M
7,454 shares@ $231.84 avg price
TSLATesla Inc
Recent Activity
Decreased -4.16%
1.57%
$1.718M
4,254 shares@ $403.84 avg price
GOOGAlphabet Inc
Recent Activity
Increased 11.61%
1.54%
$1.683M
8,839 shares@ $190.44 avg price