Spartan Planning & Wealth Management Incresed Positions 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
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
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
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
IEMG
Ishares Inc

ETFs
6.16K
+ 19.22%
N/A
38.2K $2.05M
XLY
Select Sector Spdr Consumer Di

ETFs
1.31K
+ 85.04%
$228.75 - $242.18 $299K - $317K
2.84K $656K
V
Visa Inc.

Financial Services
863
+ 49.12%
$325.75 - $352.42 $281K - $304K
2.62K $853K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.97K
+ 19.28%
$45.45 - $48.31 $180K - $192K
24.6K $1.17M
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
92
+ 2.59%
$475.68 - $513.11 $43.8K - $47.2K
3.64K $1.85M
ABBV
Abb Vie Inc.

Healthcare
258
+ 7.62%
$211.96 - $244.38 $54.7K - $63.1K
3.64K $852K
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
PLTR
Palantir Technologies Inc.

Technology
336
+ 7.4%
$172.14 - $207.18 $57.8K - $69.6K
4.88K $848K
AXP
American Express CO

Financial Services
33
+ 3.53%
$316.26 - $372.77 $10.4K - $12.3K
967 $329K
MDT
Medtronic PLC

Healthcare
159
+ 5.88%
$90.06 - $98.43 $14.3K - $15.7K
2.86K $275K
MMM
3 M CO

Industrials
13
+ 0.96%
$148.75 - $171.6 $1.93K - $2.23K
1.37K $227K
MS
Morgan Stanley

Financial Services
79
+ 2.88%
$151.86 - $169.92 $12K - $13.4K
2.82K $449K
Tidal Trust Ii
4.62K
+ 2.65%
N/A
179K $0
C
Citigroup Inc

Financial Services
39
+ 1.02%
$93.93 - $102.87 $3.66K - $4.01K
3.86K $378K
TSLA
Tesla, Inc.

Consumer Cyclical
371
+ 7.43%
$401.99 - $468.37 $149K - $174K
5.37K $2.19M
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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