Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Spartan Planning & Wealth Management > Profile

Instuitional Investor - Spartan Planning & Wealth Management

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Spartan Planning & Wealth Management
Portfolio Value	$128,053,916

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust		201,382	$16,241,477	12.68%
2.	Nvidia Corp	NVDA	48,015	$8,958,639	7%
3.	Listed Fds Tr		341,333	$8,506,018	6.64%
4.	Spdr Index Shs Fds		188,572	$8,069,010	6.3%
5.	Microsoft Corp	MSFT	15,056	$7,798,283	6.09%