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CIK: 0001749283
Total reported value
$150.3M
$150.3M
71 檔
25.5%
During the Q4 2024 filing period, Spartan Planning & Wealth Management (CIK: 0001749283) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $150.3M across 71 reported positions.
In Q4 2024, Spartan Planning & Wealth Management displayed an active expansion posture, initiating 4 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 11.87% | +1.84% | +24.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.24% | +2.65% | +14.60% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.23% | +2.73% | +1122.50% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.39% | -7.58% | +3402.01% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.25% | — | +10.85% | |
| 6 | OPER | Clearshares Ultra-short Matu | ETF-Other | 4.10% | -1.72% | +7104.01% | |
| 7 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 4.10% | +0.09% | — | |
| 8 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-Other | 3.53% | +0.43% | +1.82% | |
| 9 | USRT | Ishares Core US Reit ETF | ETF-Other | 3.50% | +4.05% | -40.85% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.44% | +1.91% | NEW | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.39% | -1.80% | +82090.24% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.09% | +0.45% | -18.63% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | +0.15% | -69.21% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.47% | — | -60.01% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.09% | — | +22.61% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.96% | +1.29% | +17.95% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.75% | +2.51% | -45.63% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.58% | +0.24% | +1238.24% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.57% | +0.05% | -4.17% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.54% | +1.00% | +11.60% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | +0.45% | NEW | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.26% | +51.51% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 1.22% | +0.39% | +409.07% | |
| 24 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.12% | -0.41% | EXIT | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.37% | NEW | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | +0.16% | NEW | |
| 27 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.84% | — | -61.82% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | — | +15.08% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | +0.25% | NEW | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.72% | — | +513433.33% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.72% | — | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.55% | +672.32% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.35% | +42.01% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | +0.44% | NEW | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | — | +26.13% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.55% | — | +15.06% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.57% | -41.97% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.90% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.50% | — | +133.64% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.47% | +0.21% | NEW | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | — | -57.91% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.13% | +360500.00% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | — | +35.79% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.38% | — | +9.98% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.37% | +0.18% | +169000.00% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.37% | — | +236.31% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | — | +188.36% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.17% | EXIT | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | — | +6.77% | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.33% | — | +268.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +5.2% | +3402.01% | Add |
| 2 | HEGD | Swan Hedged Equity US Lg Cap | +4.1% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +4% | +1122.50% | Add |
| 4 | OPER | Clearshares Ultra-short Matu | +4% | +7104.01% | Add |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | +3.4% | +82090.24% | Add |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +2.8% | +24.44% | Add |
| 7 | AAPL | Apple Inc | +1.4% | +14.60% | Add |
| 8 | AMZN | Amazon.com Inc | +1.3% | +30.78% | Add |
| 9 | USFR | Wisdomtree Floating Rate Tre | +1.1% | NEW | New buy |
| 10 | XLK | Ss Technology Select Sector | +1% | +409.07% | Add |
| 11 | AVGO | Broadcom Inc | +0.9% | +1238.24% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.9% | +22.61% | Add |
| 13 | FLOT | Ishares Floating Rate Bond E | +0.7% | +513433.33% | Add |
| 14 | SGOV | Ishares 0-3 Month Treasury B | +0.7% | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | +0.6% | +51.51% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.5% | +17.95% | Add |
| 17 | WMT | Walmart Inc | +0.5% | +672.32% | Add |
| 18 | IEMG | Ishares Core Msci Emerging | +0.5% | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +37.91% | Add |
| 20 | TSLA | Tesla Inc | +0.4% | -4.17% | Trim |
| 21 | CSCO | Cisco Systems Inc | +0.4% | +360500.00% | Add |
| 22 | PM | Philip Morris International | +0.4% | +169000.00% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.4% | +11.60% | Add |
| 24 | XLF | Ss Financial Select Sector | +0.4% | +241.63% | Add |
| 25 | ORCL | Oracle CORP | +0.3% | +133.64% | Add |
| 26 | MSFT | Microsoft CORP | +0.3% | +10.85% | Add |
| 27 | BAC | Bank Of America CORP | +0.3% | +80.24% | Add |
| 28 | COST | Costco Wholesale CORP | +0.3% | +42.01% | Add |
| 29 | NFLX | Netflix Inc | +0.3% | +26.13% | Add |
| 30 | XLY | Ss Consumer Disc Select Sect | +0.3% | +236.31% | Add |
| 31 | XLC | Ss Comm Select Sector Spdr | +0.3% | +268.39% | Add |
| 32 | V | Visa Inc-class A Shares | +0.2% | +15.62% | Add |
| 33 | VZ | Verizon Communications Inc | -0.3% | EXIT | Sold out |
| 34 | AMGN | Amgen Inc | -0.3% | EXIT | Sold out |
| 35 | AMD | Advanced Micro Devices | -0.3% | EXIT | Sold out |
| 36 | LIN | Linde plc | -0.4% | EXIT | Sold out |
| 37 | INTC | Intel CORP | -0.4% | EXIT | Sold out |
| 38 | EAGG | Ishares Esg Aware US Aggrega | -0.4% | EXIT | Sold out |
| 39 | ADBE | Adobe Inc | -0.6% | EXIT | Sold out |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -57.91% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.7% | EXIT | Sold out |
| 42 | SPEM | State Street Sp Ptf Em ETF | -1% | -18.63% | Trim |
| 43 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -1.8% | EXIT | Sold out |
| 44 | BWX | State Street Spdr Bloomberg | -1.9% | -61.82% | Trim |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | -2% | -45.63% | Trim |
| 46 | EFA | Ishares Msci Eafe ETF | -2.8% | -92.51% | Trim |
| 47 | USRT | Ishares Core US Reit ETF | -3.1% | -40.85% | Trim |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | -4.4% | EXIT | Sold out |
| 49 | GOVT | Ishares US Treasury Bond ETF | -4.8% | -60.01% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -5.3% | -69.21% | Trim |
According to official SEC Form 13F filings, Spartan Planning & Wealth Management reported a total U.S. public equity portfolio value of $150.3M across 71 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, AAPL, NVDA) accounted for 25.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
HEGD
市值: $4.5M
Top Position Liquidated / Trimmed
SHY
前期市值: $4.2M
During Q4 2024, Spartan Planning & Wealth Management's top holdings by market value included SPTM (11.9%)、AAPL (6.2%)、NVDA (6.2%). The largest single position, SPTM, represented 11.9% of total portfolio value.
In Q4 2024, Spartan Planning & Wealth Management made 50 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 9 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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