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

Instuitional Investor - Spartan Planning & Wealth Management

Fund Profile
Filing Period:
Fund Name: Spartan Planning & Wealth Management
Portfolio Value $116,744,448
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 198,046 $14,831,651 12.7%
2.
Listed Fds Tr
 326,419 $7,670,847 6.57%
3.
Nvidia Corp
 NVDA 47,995 $7,582,730 6.5%
4.
Microsoft Corp
 MSFT 15,152 $7,536,756 6.46%
5.
Spdr Index Shs Fds
 181,668 $7,355,751 6.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)