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Latest Spartan Planning & Wealth Management Stock Portfolio

$93.83Million

About Spartan Planning & Wealth Management and 13F Hedge Fund Stock Holdings

Spartan Planning & Wealth Management is a hedge fund based in GREENSBORO, NC. On 23-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $256.8 Millions. In it's latest 13F Holdings report, Spartan Planning & Wealth Management reported an equity portfolio of $93.8 Millions as of 31 Dec, 2023.

The top stock holdings of Spartan Planning & Wealth Management are BIL, AGG, AMPS. The fund has invested 9.1% of it's portfolio in SPDR SER TR and 7.8% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (DMXF), AUTOMATIC DATA PROCESSING IN (ADP) and BUNGE LIMITED (BG) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), CISCO SYS INC (CSCO) and ISHARES TR (AAXJ). Spartan Planning & Wealth Management opened new stock positions in ISHARES TR (AGG), ISHARES TR (BGRN) and BLACKROCK INC (BLK). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), SPDR SER TR (BIL) and VERIZON COMMUNICATIONS INC (VZ).
Spartan Planning & Wealth Management Equity Portfolio Value
Last Reported on: 12 Mar, 2024

New Buys

Ticker$ Bought
ishares tr2,756,080
ishares tr371,656
blackrock inc262,211
coca cola co242,143
wells fargo co new219,374
american express co214,879
gilead sciences inc193,371
nike inc181,746

New stocks bought by Spartan Planning & Wealth Management

Additions

Ticker% Inc.
ishares tr1,270,600
spdr ser tr264,159
verizon communications inc125,717
bank america corp120,829
disney walt co83,250
american tower corp new81,600
morgan stanley68,950
bank new york mellon corp53,000

Additions to existing portfolio by Spartan Planning & Wealth Management

Reductions

Ticker% Reduced
ishares tr-99.99
cisco sys inc-99.98
ishares tr-99.86
etf ser solutions-99.45
spdr ser tr-99.2
spdr ser tr-99.06
ishares gold tr-96.27
vanguard tax-managed fds-87.9

Spartan Planning & Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-3,699,820
hasbro inc-251,398
bunge limited-256,120
automatic data processing in-497,760
exxon mobil corp-138,980
chevron corp new-82,792
charter communications inc n-11,875
invesco qqq tr-1,433

Spartan Planning & Wealth Management got rid off the above stocks

Spartan Planning & Wealth Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Spartan Planning & Wealth Management

Last Reported on: 12 Mar, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions