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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
GSGoldman Sachs Group Inc
Recent Activity
Increased 48.89%
0.29%
$306,924
536 shares@ $572.62 avg price
DISDisney Walt Co
Recent Activity
Increased 62.81%
0.28%
$302,204
2,714 shares@ $111.36 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 228.05%
0.27%
$294,352
2,234 shares@ $131.77 avg price
TAt&t Inc
Recent Activity
Increased 117.46%
0.26%
$283,919
12,469 shares@ $22.77 avg price
CCitigroup Inc
Recent Activity
Increased 32.32%
0.22%
$230,598
3,276 shares@ $70.4 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 4.45%
0.22%
$230,278
2,493 shares@ $92.37 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 82.29%
0.21%
$226,915
3,066 shares@ $74.02 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 133533.34%
0.21%
$226,749
4,009 shares@ $56.56 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 72.61%
0.21%
$226,690
1,027 shares@ $220.74 avg price
RTXRtx Corporation
Recent Activity
Increased 76.42%
0.21%
$224,150
1,937 shares@ $115.73 avg price