David Childs

@Spartan Planning & Wealth Management

Latest period2024 - Q4

Reported12d ago

Managed Assets$109.475M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ABBVAbbvie Inc Recent Activity Decreased -33.02%	0.24%	$255,888 1,440 shares@ $177.7 avg price	Decreased -33.02%
LDOSLeidos Holdings Inc Recent Activity Decreased -25.02%	0.23%	$243,029 1,687 shares@ $144.06 avg price	Decreased -25.02%
BLKBlackrock Inc Recent Activity Decreased -27.86%	0.22%	$238,851 233 shares@ $1025.12 avg price	Decreased -27.86%
ECLEcolab Inc Recent Activity Decreased -37.17%	0.21%	$228,462 975 shares@ $234.32 avg price	Decreased -37.17%
GEGe Aerospace Recent Activity Decreased -20.06%	0.2%	$209,321 1,255 shares@ $166.79 avg price	Decreased -20.06%
EFAIshares Tr Recent Activity Decreased -92.5%	0.19%	$207,171 2,740 shares@ $75.61 avg price	Decreased -92.5%