Spartan Planning & Wealth Management Top Holdings and 13F Report (2025) About Spartan Planning & Wealth ManagementInvestment ActivitySpartan Planning & Wealth Management has $103.18 million in total holdings as of March 31, 2025.Spartan Planning & Wealth Management owns shares of 65 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 35.75% of the portfolio was purchased this quarter.About 37.57% of the portfolio was sold this quarter.This quarter, Spartan Planning & Wealth Management has purchased 71 new stocks and bought additional shares in 15 stocks.Spartan Planning & Wealth Management sold shares of 36 stocks and completely divested from 19 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $9,013,991SPDR Portfolio S&P 1500 Composite Stock Market ETF $8,351,084iShares 0-5 Year TIPS Bond ETF $6,136,096SPDR Portfolio Developed World ex-US ETF $5,972,988SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $5,883,338 Largest New Holdings this Quarter 464287457 - iShares 1-3 Year Treasury Bond ETF $9,013,991 Holding46429B747 - iShares 0-5 Year TIPS Bond ETF $6,136,096 Holding92206C102 - Vanguard Short-Term Treasury Index ETF $4,552,466 Holding464288661 - iShares 3-7 Year Treasury Bond ETF $3,193,948 Holding922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $1,585,323 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 108,957 shares (about $9.01M)iShares 0-5 Year TIPS Bond ETF 59,303 shares (about $6.14M)Vanguard Short-Term Treasury Index ETF 77,568 shares (about $4.55M)SPDR Portfolio Developed World ex-US ETF 108,053 shares (about $3.93M)iShares 3-7 Year Treasury Bond ETF 27,036 shares (about $3.19M) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 59,085 shares (about $4.02M)ClearShares Ultra-Short Maturity ETF 32,829 shares (about $3.29M)iShares Short Treasury Bond ETF 26,327 shares (about $2.91M)Apple 12,057 shares (about $2.68M)NVIDIA 24,139 shares (about $2.62M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpartan Planning & Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHYiShares 1-3 Year Treasury Bond ETF$9,013,991$9,013,991 ▲New Holding108,9578.7%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$8,351,084$4,018,371 ▼-32.5%122,7928.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$6,136,096$6,136,096 ▲New Holding59,3035.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$5,972,988$3,934,210 ▲193.0%164,0485.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,883,338$37,059 ▼-0.6%64,1385.7%ETFGOVTiShares U.S. Treasury Bond ETF$4,859,834$2,160,636 ▲80.0%211,4354.7%ETFHEGDSwan Hedged Equity US Large Cap ETF$4,779,850$389,601 ▲8.9%218,2584.6%ETFVGSHVanguard Short-Term Treasury Index ETF$4,552,466$4,552,466 ▲New Holding77,5684.4%ETFTIDAL TR II$3,488,536$11,847 ▼-0.3%155,1843.4%BLUEPRINT CHESAPUSRTiShares Core U.S. REIT ETF$3,461,226$393,809 ▼-10.2%60,0913.4%ETFAAPLApple$3,382,151$2,678,221 ▼-44.2%15,2263.3%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$3,193,948$3,193,948 ▲New Holding27,0363.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,046,805$423,621 ▼-12.2%77,3893.0%ETFNVDANVIDIA$2,884,967$2,616,185 ▼-47.6%26,6192.8%Computer and TechnologyBWXSPDR Bloomberg Barclays International Treasury Bond ETF$2,350,103$1,410,582 ▲150.1%107,5072.3%FinanceAMZNAmazon.com$1,925,241$1,344,567 ▼-41.1%10,1191.9%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,585,323$1,585,323 ▲New Holding31,7701.5%ManufacturingBRK.BBerkshire Hathaway$1,525,309$363,752 ▼-19.3%2,8641.5%FinanceMETAMeta Platforms$1,398,826$848,402 ▼-37.8%2,4271.4%Computer and TechnologyJPMJPMorgan Chase & Co.$1,358,471$46,362 ▼-3.3%5,5381.3%FinanceOPERClearShares Ultra-Short Maturity ETF$1,207,731$3,289,794 ▼-73.1%12,0521.2%ETFLLYEli Lilly and Company$1,178,574$564,097 ▲91.8%1,4271.1%MedicalUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,134,992$87,373 ▼-7.1%22,5511.1%FinanceVVisa$1,091,683$25,584 ▲2.4%3,1151.1%Business ServicesIVViShares Core S&P 500 ETF$1,046,820$1,608,158 ▼-60.6%1,8631.0%ETFAVGOBroadcom$991,520$256,503 ▼-20.6%5,9221.0%Computer and TechnologyGOOGLAlphabet$949,335$801,499 ▼-45.8%6,1390.9%Computer and TechnologyPGProcter & Gamble$896,303$77,376 ▼-7.9%5,2590.9%Consumer StaplesMAMastercard$836,979$548 ▲0.1%1,5270.8%Business ServicesTSLATesla$830,089$272,377 ▼-24.7%3,2030.8%Auto/Tires/TrucksSHViShares Short Treasury Bond ETF$814,201$2,908,082 ▼-78.1%7,3710.8%ETFNFLXNetflix$770,270$95,118 ▲14.1%8260.7%Consumer DiscretionaryGOOGAlphabet$760,215$620,702 ▼-44.9%4,8660.7%Computer and TechnologyJNJJohnson & Johnson$677,954$677,954 ▲New Holding4,0880.7%MedicalABBVAbbVie$631,493$329,784 ▲109.3%3,0140.6%MedicalKOCoca-Cola$517,455$517,455 ▲New Holding7,2250.5%Consumer StaplesCVXChevron$483,635$483,635 ▲New Holding2,8910.5%EnergyWMTWalmart$478,104$281,279 ▼-37.0%5,4460.5%Retail/WholesaleWFCWells Fargo & Company$475,968$41,495 ▲9.6%6,6300.5%FinancePMPhilip Morris International$463,333$73,492 ▼-13.7%2,9190.4%Consumer StaplesCSCOCisco Systems$438,525$6,541 ▼-1.5%7,1060.4%Computer and TechnologyIBMInternational Business Machines$427,944$8,454 ▲2.0%1,7210.4%Computer and TechnologyGEGE Aerospace$423,918$172,730 ▲68.8%2,1180.4%IndustrialsABTAbbott Laboratories$422,358$21,357 ▼-4.8%3,1840.4%MedicalXLFFinancial Select Sector SPDR Fund$413,087$116,659 ▼-22.0%8,2930.4%ETFMCDMcDonald's$412,016$6,247 ▲1.5%1,3190.4%Retail/WholesaleXOMExxon Mobil$394,372$394,372 ▲New Holding3,3160.4%EnergyLINDE PLC$365,993$365,993 ▲New Holding7860.4%SHSCOSTCostco Wholesale$362,199$427,452 ▼-54.1%3830.4%Retail/WholesaleBACBank of America$314,936$321,738 ▼-50.5%7,5470.3%FinanceRTXRTX$307,042$50,467 ▲19.7%2,3180.3%AerospaceTAT&T$305,650$46,973 ▼-13.3%10,8080.3%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$299,840$57,576 ▼-16.1%3,1090.3%ETFVZVerizon Communications$287,628$287,628 ▲New Holding6,3410.3%Computer and TechnologySCHWCharles Schwab$262,003$21,997 ▲9.2%3,3470.3%FinanceORCLOracle$259,907$201,327 ▼-43.6%1,8590.3%Computer and TechnologyCRMSalesforce$250,112$233,742 ▼-48.3%9320.2%Computer and TechnologyGILDGilead Sciences$240,347$38,993 ▼-14.0%2,1450.2%MedicalAMGNAmgen$236,778$236,778 ▲New Holding7600.2%MedicalTMUST-Mobile US$235,772$38,140 ▼-13.9%8840.2%Computer and TechnologyMDTMedtronic$235,164$235,164 ▲New Holding2,6170.2%MedicalBMYBristol-Myers Squibb$232,372$12,137 ▼-5.0%3,8100.2%MedicalLDOSLeidos$227,6440.0%1,6870.2%AerospaceDEDeere & Company$223,880$4,224 ▼-1.9%4770.2%IndustrialsVTIVanguard Total Stock Market ETF$214,375$256,151 ▼-54.4%7800.2%ETFMSFTMicrosoft$0$5,748,417 ▼-100.0%00.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$0$1,331,642 ▼-100.0%00.0%ETFHDHome Depot$0$790,039 ▼-100.0%00.0%Retail/WholesaleFLOTiShares Floating Rate Bond ETF$0$783,857 ▼-100.0%00.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$0$783,299 ▼-100.0%00.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$0$560,060 ▼-100.0%00.0%ETFACNAccenture$0$418,630 ▼-100.0%00.0%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$0$405,176 ▼-100.0%00.0%FinanceINTUIntuit$0$357,617 ▼-100.0%00.0%Computer and TechnologyAXPAmerican Express$0$314,004 ▼-100.0%00.0%FinanceHONHoneywell International$0$312,632 ▼-100.0%00.0%Multi-Sector ConglomeratesMSMorgan Stanley$0$311,786 ▼-100.0%00.0%FinanceGSThe Goldman Sachs Group$0$306,924 ▼-100.0%00.0%FinanceDISWalt Disney$0$302,204 ▼-100.0%00.0%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$0$294,352 ▼-100.0%00.0%ETFBLKBlackRock$0$238,851 ▼-100.0%00.0%FinanceCCitigroup$0$230,598 ▼-100.0%00.0%FinanceECLEcolab$0$228,462 ▼-100.0%00.0%Basic MaterialsEFAiShares MSCI EAFE ETF$0$207,171 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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