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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 37.91%
1.47%
$1.608M
3,547 shares@ $453.28 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 51.51%
1.26%
$1.373M
5,727 shares@ $239.71 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 409.07%
1.22%
$1.332M
5,727 shares@ $232.52 avg price
USFRWisdomtree Tr
Recent Activity
New Position
1.12%
$1.222M
24,287 shares@ $50.33 avg price
VVisa Inc
Recent Activity
Increased 15.63%
0.88%
$961,394
3,042 shares@ $316.05 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.71%
0.88%
$957,815
5,713 shares@ $167.66 avg price
BWXSpdr Ser Tr
Recent Activity
Decreased -61.81%
0.84%
$919,321
42,979 shares@ $21.4 avg price
MAMastercard Incorporated
Recent Activity
Increased 15.09%
0.74%
$803,546
1,526 shares@ $526.58 avg price
HDHome Depot Inc
Recent Activity
Increased 15.14%
0.73%
$790,039
2,031 shares@ $389.0 avg price
FLOTIshares Tr
Recent Activity
Increased 513433.34%
0.72%
$783,857
15,406 shares@ $50.88 avg price