test

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
SGOVIshares Tr
Recent Activity
New Position
0.72%
$783,299
7,808 shares@ $100.33 avg price
WMTWalmart Inc
Recent Activity
Increased 672.33%
0.72%
$781,528
8,650 shares@ $90.36 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 42.01%
0.7%
$764,936
835 shares@ $916.1 avg price
BACBank America Corp
Recent Activity
Increased 80.24%
0.62%
$670,545
15,257 shares@ $43.95 avg price
NFLXNetflix Inc
Recent Activity
Increased 26.14%
0.59%
$645,316
724 shares@ $891.33 avg price
CRMSalesforce Inc
Recent Activity
Increased 15.07%
0.56%
$602,797
1,803 shares@ $334.34 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -41.96%
0.53%
$574,368
744 shares@ $772.0 avg price
IEMGIshares Inc
Recent Activity
New Position
0.52%
$560,060
10,725 shares@ $52.23 avg price
ORCLOracle Corp
Recent Activity
Increased 133.65%
0.51%
$549,745
3,299 shares@ $166.64 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 241.64%
0.47%
$513,990
10,635 shares@ $48.34 avg price