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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	$150,257,243

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust	KRE	166,207	$15,089,970	10.04%
2.	Nvidia Corp	NVDA	48,552	$9,714,704	6.47%
3.	Spdr Index Shs Fds - ST STR PO EX ETF		185,548	$9,349,756	6.22%
4.	Apple Inc.	AAPL	30,802	$8,912,988	5.93%
5.	Listed Fds Tr		308,649	$8,228,582	5.48%