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Disclosery

13F-HR filed by Spartan Planning & Wealth Management

Spartan Planning & Wealth Management filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-07, with 71 holding rows worth $109,475,208.

Accession
0001749283-25-000001
Filer
CIK 1749283
Filed
2025-01-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 71 entries on the cover page, a total value of $109,475,208 stated on the cover page (in dollars after the unit check, H1), rows summing to $109,475,208 with VALUE read as dollars as filed, 13F file number 028-22530. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS181,877$12,991,474dollars as filed
Apple Inc037833100COM27,283$6,832,209dollars as filed
NVIDIA Corp67066G104COM50,758$6,816,292dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS64,542$5,901,075dollars as filed
Microsoft Corp594918104COM13,638$5,748,417dollars as filed
ETF SER SOLUTIONS26922A453CLEARSHS ULTRA44,881$4,491,018dollars as filed
LISTED FDS TR53656F599SWAN HEDGED EQTY200,468$4,490,483dollars as filed
TIDAL TRUST II88636J873BLUE CH ASSE ETF155,711$3,860,667dollars as filed
ISHARES TR464288521CRE U S REIT ETF66,928$3,835,640dollars as filed
Amazon.com, Inc023135106COM17,186$3,770,437dollars as filed
iShares Short Treasury Bond ETF464288679SHS33,698$3,710,487dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS88,149$3,382,277dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS4,725$2,781,513dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS117,433$2,698,610dollars as filed
META PLATFORMS INC CL A30303M102COM3,899$2,282,903dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM11,322$2,143,255dollars as filed
SPDW78463X889COM55,995$1,911,109dollars as filed
Broadcom Inc.11135F101COM7,454$1,728,135dollars as filed
Tesla Motors, Inc88160R101COM4,254$1,717,935dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,839$1,683,299dollars as filed
Berkshire Hathaway Inc084670702COM3,547$1,607,784dollars as filed
JPMorgan Chase & Co46625H100COM5,727$1,372,819dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS5,727$1,331,642dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA24,287$1,222,122dollars as filed
Visa Inc92826C839COM3,042$961,394dollars as filed
Procter & Gamble Co742718109COM5,713$957,815dollars as filed
SPDR SERIES TRUST78464A516ST INTL BBG ETF42,979$919,321dollars as filed
MasterCard, Inc57636Q104COM1,526$803,546dollars as filed
Home Depot, Inc437076102COM2,031$790,039dollars as filed
iShares Floating Rate Bond ETF46429B655SHS15,406$783,857dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS7,808$783,299dollars as filed
Walmart Inc.931142103COM8,650$781,528dollars as filed
Costco Wholesale Corporation22160K105COM835$764,936dollars as filed
Bank of America Corp060505104COM15,257$670,545dollars as filed
Netflix, Inc64110L106COM724$645,316dollars as filed
Salesforce.com, Inc79466L302COM1,803$602,797dollars as filed
Eli Lilly and Company532457108COM744$574,368dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS10,725$560,060dollars as filed
Oracle Corporation68389X105COM3,299$549,745dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS10,635$513,990dollars as filed
VTI922908769COM1,712$496,155dollars as filed
Cisco Systems,Inc.17275R102COM7,212$426,964dollars as filed
Wells Fargo & Company949746101COM6,052$425,092dollars as filed
Accenture Plc Class AG1151C101COM1,190$418,630dollars as filed
Philip Morris International Inc.718172109COM3,382$407,024dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR1,806$405,176dollars as filed
Abbott Laboratories002824100COM3,345$378,353dollars as filed
McDonalds Corporation580135101COM1,299$376,567dollars as filed
International Business Machines Corporation459200101COM1,687$370,853dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS3,706$358,778dollars as filed
Intuit Inc.461202103COM569$357,617dollars as filed
American Express Company025816109COM1,058$314,004dollars as filed
Honeywell Technologies438516106COM1,384$312,632dollars as filed
Morgan Stanley617446448COM2,480$311,786dollars as filed
Goldman Sachs Group,Inc.38141G104COM536$306,924dollars as filed
Walt Disney Co254687106COM2,714$302,204dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL2,234$294,352dollars as filed
AT&T Inc00206R102COM12,469$283,919dollars as filed
AbbVie,Inc.00287Y109COM1,440$255,888dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock1,687$243,029dollars as filed
BLACKROCK INC CL A COM09247X101COM233$238,851dollars as filed
Citigroup Inc.172967424COM3,276$230,598dollars as filed
Gilead Sciences,Inc.375558103COM2,493$230,278dollars as filed
ECOLAB INC COM278865100Stock975$228,462dollars as filed
Charles Schwab Corp808513105COM3,066$226,915dollars as filed
Bristol-Myers Squibb Company110122108COM4,009$226,749dollars as filed
T-Mobile US,Inc.872590104COM1,027$226,690dollars as filed
Raytheon Technologies Corporation75513E101COM1,937$224,150dollars as filed
General Electric Company369604301COM1,255$209,321dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,740$207,171dollars as filed
Deere & Company244199105COM486$205,918dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001749283-25-000001this filing2025-01-07acceptance time not in the bulk data set