Spartan Planning & Wealth Management Purchases in Q4 2025

Spartan Planning & Wealth Management

  • $130 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
89.5K
+ 192.4%
$119.13 - $120.38 $10.7M - $10.8M
136K $16.2M
LLY
Eli Lilly & CO

Healthcare
1.56K
New
$799.57 - $1025.28 $1.24M - $1.6M
1.56K $1.59M
NVDA
Nvidia Corp

Technology
5.73K
+ 11.94%
$179.83 - $207.04 $1.03M - $1.19M
53.7K $10M
XLK
Technology Sector Spdr

ETFs
3.53K
+ 80.76%
$278.39 - $304.13 $983K - $1.07M
7.9K $2.28M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.5K
+ 5.24%
$78.97 - $83.03 $833K - $876K
212K $17.2M
AAPL
Apple Inc.

Technology
2.02K
+ 7.02%
$245.27 - $275.25 $496K - $557K
30.9K $8.26M
KO
Coca Cola CO

Consumer Defensive
8.74K
New
$66.1 - $71.61 $578K - $626K
8.74K $617K
GOOGL
Alphabet Inc.

Communication Services
942
+ 9.31%
$236.57 - $291.31 $223K - $274K
11.1K $3.06M
GOOG
Alphabet Inc.

Communication Services
726
+ 9.07%
$237.49 - $291.74 $172K - $212K
8.73K $2.49M
AMZN
Amazon Com Inc

Consumer Cyclical
737
+ 3.86%
$213.04 - $254.0 $157K - $187K
19.8K $4.66M
MRK
Merck & Co., Inc.

Healthcare
4.78K
New
$82.49 - $92.93 $395K - $444K
4.78K $444K
MCD
Mcdonalds Corp

Consumer Cyclical
1.43K
New
$293.81 - $310.11 $421K - $444K
1.43K $436K
TMO
Thermo Fisher Scientific Inc.

Healthcare
736
New
$524.58 - $588.02 $386K - $433K
736 $417K
ISRG
Intuitive Surgical Inc

Healthcare
717
New
$429.59 - $576.2 $308K - $413K
717 $391K
OPER
ETF Ser Solutions Clearshares

ETFs
3.76K
New
$100.01 - $100.38 $376K - $377K
3.76K $376K
AMD
Advanced Micro Devices Inc

Technology
536
+ 17.06%
$164.01 - $264.33 $87.9K - $142K
3.68K $884K
AVGO
Broadcom Inc.

Technology
720
+ 8.06%
$324.63 - $385.98 $234K - $278K
9.65K $3.31M
AMGN
Amgen Inc

Healthcare
1.05K
New
$290.13 - $341.71 $305K - $359K
1.05K $359K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
9.88K
+ 2.89%
$24.68 - $25.54 $244K - $252K
351K $8.85M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.8K
New
$91.46 - $91.76 $348K - $349K
3.8K $348K
SHV
Ishares Tr

ETFs
3.08K
New
$110.15 - $110.49 $339K - $340K
3.08K $339K
IEMG
Ishares Inc

ETFs
6.16K
+ 19.22%
N/A
38.2K $2.05M
PFE
Pfizer Inc

Healthcare
11.5K
New
$24.23 - $27.37 $279K - $315K
11.5K $288K
XLY
Select Sector Spdr Consumer Di

ETFs
1.31K
+ 85.04%
$228.75 - $242.18 $299K - $317K
2.84K $656K
DHR
Danaher Corp

Healthcare
1.26K
New
$202.46 - $223.01 $256K - $281K
1.26K $278K
XLV
Select Sector Spdr Fund Health

ETFs
1.83K
New
$141.95 - $152.82 $259K - $279K
1.83K $277K
UNP
Union Pacific Corp

Industrials
1.22K
New
$216.37 - $237.41 $265K - $291K
1.22K $270K
INTC
Intel Corp

Technology
7.52K
New
$34.71 - $41.53 $261K - $312K
7.52K $260K
V
Visa Inc.

Financial Services
863
+ 49.12%
$325.75 - $352.42 $281K - $304K
2.62K $853K
GD
General Dynamics Corp

Industrials
620
New
$330.59 - $353.77 $205K - $219K
620 $213K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.97K
+ 19.28%
$45.45 - $48.31 $180K - $192K
24.6K $1.17M
CRM
Salesforce, Inc.

Technology
804
New
$235.69 - $263.41 $189K - $212K
804 $190K
BMY
Bristol Myers Squibb CO

Healthcare
4.03K
New
$42.6 - $49.08 $172K - $198K
4.03K $188K
JPM
Jpmorgan Chase & CO

Financial Services
795
+ 14.55%
$294.11 - $320.41 $234K - $255K
6.26K $1.88M
CSCO
Cisco Systems, Inc.

Technology
863
+ 11.62%
$67.46 - $78.0 $58.2K - $67.3K
8.29K $644K
CAT
Caterpillar Inc

Industrials
117
+ 13.51%
$480.82 - $585.49 $56.3K - $68.5K
983 $542K
USRT
Ishares Core U.S. Reit ETF

ETFs
2.21K
+ 9.02%
$56.64 - $59.67 $125K - $132K
26.7K $1.54M
JNJ
Johnson & Johnson

Healthcare
198
+ 4.28%
$185.98 - $199.58 $36.8K - $39.5K
4.83K $963K
BAC
Bank Of America Corp

Financial Services
1.94K
+ 15.65%
$48.65 - $54.11 $94.3K - $105K
14.3K $737K
RTX
Raytheon Technologies Corp

Industrials
285
+ 11.75%
$157.0 - $179.44 $44.7K - $51.1K
2.71K $475K
ABBV
Abb Vie Inc.

Healthcare
258
+ 7.62%
$211.96 - $244.38 $54.7K - $63.1K
3.64K $852K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
92
+ 2.59%
$475.68 - $513.11 $43.8K - $47.2K
3.64K $1.85M
GE
General Electric CO

Industrials
205
+ 10.21%
$291.49 - $314.28 $59.8K - $64.4K
2.21K $664K
IBM
International Business Machines Corp

Technology
95
+ 5.24%
$275.97 - $314.98 $26.2K - $29.9K
1.91K $567K
GILD
Gilead Sciences, Inc.

Healthcare
189
+ 8.68%
$110.56 - $125.2 $20.9K - $23.7K
2.37K $293K
NEE
Nextera Energy Inc

Utilities
58
+ 1.39%
$78.18 - $86.03 $4.53K - $4.99K
4.24K $363K
WMT
Walmart Inc.

Consumer Defensive
380
+ 4.21%
$101.18 - $109.03 $38.4K - $41.4K
9.4K $968K
WFC
Wells Fargo & Company

Financial Services
403
+ 6.68%
$77.62 - $87.3 $31.3K - $35.2K
6.43K $536K
SCHW
Schwab Charles Corp

Financial Services
393
+ 12.73%
$91.91 - $97.71 $36.1K - $38.4K
3.48K $319K
Activity Summary
Buys All Purchases 58 New Holdings 19 Increased Positions 39 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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