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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
INTUIntuit
Recent Activity
Increased 244.85%
0.33%
$357,617
569 shares@ $628.51 avg price
AXPAmerican Express Co
Recent Activity
Decreased -7.75%
0.29%
$314,004
1,058 shares@ $296.8 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 73.87%
0.29%
$312,632
1,384 shares@ $225.9 avg price
MSMorgan Stanley
Recent Activity
Increased 79.59%
0.29%
$311,786
2,480 shares@ $125.73 avg price
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
ABBVAbbvie Inc
Recent Activity
Decreased -33.02%
0.24%
$255,888
1,440 shares@ $177.7 avg price
LDOSLeidos Holdings Inc
Recent Activity
Decreased -25.02%
0.23%
$243,029
1,687 shares@ $144.06 avg price