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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
KOCoca Cola Co
Recent Activity
Exited
0%
$242,143
4,109 shares@ $58.93 avg price
CMCSAComcast Corp New
Recent Activity
Exited
0%
$241,307
5,503 shares@ $43.86 avg price
MRKMerck & Co Inc
Recent Activity
Exited
0%
$235,265
2,158 shares@ $109.02 avg price
QCOMQualcomm Inc
Recent Activity
Exited
0%
$234,156
1,619 shares@ $144.64 avg price
CATCaterpillar Inc
Recent Activity
Exited
0%
$202,830
686 shares@ $295.68 avg price
OKEOneok Inc New
Recent Activity
Exited
0%
$187,698
2,673 shares@ $70.22 avg price
UNPUnion Pac Corp
Recent Activity
Exited
0%
$184,706
752 shares@ $245.62 avg price
NKENike Inc
Recent Activity
Exited
0%
$181,746
1,674 shares@ $108.57 avg price
TXNTexas Instrs Inc
Recent Activity
Exited
0%
$176,426
1,035 shares@ $170.46 avg price
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$176,374
817 shares@ $215.89 avg price