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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
VTIVanguard Index Fds
Recent Activity
Decreased -57.9%
0.46%
$496,155
1,712 shares@ $289.82 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 360500%
0.4%
$426,964
7,212 shares@ $59.21 avg price
WFCWells Fargo Co New
Recent Activity
Increased 35.79%
0.39%
$425,092
6,052 shares@ $70.24 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 9.99%
0.39%
$418,630
1,190 shares@ $351.79 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 169000%
0.38%
$407,024
3,382 shares@ $120.36 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 236.32%
0.38%
$405,176
1,806 shares@ $224.35 avg price
ABTAbbott Labs
Recent Activity
Increased 188.37%
0.35%
$378,353
3,345 shares@ $113.12 avg price
MCDMcdonalds Corp
Recent Activity
Increased 43.22%
0.35%
$376,567
1,299 shares@ $289.89 avg price
IBMInternational Business Machs
Recent Activity
Increased 6.78%
0.34%
$370,853
1,687 shares@ $219.83 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 268.39%
0.33%
$358,778
3,706 shares@ $96.82 avg price