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
COPConocophillips Recent Activity Exited	0%	$170,623 1,470 shares@ $116.08 avg price	Exited
CLColgate Palmolive Co Recent Activity Exited	0%	$165,398 2,075 shares@ $79.71 avg price	Exited
SPMDSpdr Ser Tr Recent Activity Exited	0%	$151,178 3,103 shares@ $48.72 avg price	Exited
GWWGrainger W W Inc Recent Activity Exited	0%	$150,822 182 shares@ $828.7 avg price	Exited
EXPDExpeditors Intl Wash Inc Recent Activity Exited	0%	$148,188 1,165 shares@ $127.2 avg price	Exited
SPSMSpdr Ser Tr Recent Activity Exited	0%	$146,744 3,479 shares@ $42.18 avg price	Exited
BABoeing Co Recent Activity Exited	0%	$143,884 552 shares@ $260.66 avg price	Exited
BKBank New York Mellon Corp Recent Activity Exited	0%	$138,193 2,655 shares@ $52.06 avg price	Exited
AAgilent Technologies Inc Recent Activity Exited	0%	$135,276 973 shares@ $139.03 avg price	Exited
DHRDanaher Corporation Recent Activity Exited	0%	$133,946 579 shares@ $231.35 avg price	Exited