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Home > Institutional Investor > Spartan Wealth Advisory Services Llc > Profile

Instuitional Investor - Spartan Wealth Advisory Services Llc

Fund Profile
Filing Period:
Fund Name: Spartan Wealth Advisory Services Llc
Portfolio Value $1,221,697,715
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 188,784 $67,465,770 5.52%
2.
Apple Inc.
 AAPL 203,513 $58,888,537 4.82%
3.
Nvidia Corp
 NVDA 252,773 $50,577,346 4.14%
4.
Amazon Com Inc
 AMZN 197,408 $47,050,223 3.85%
5.
Microsoft Corp
 MSFT 98,477 $36,733,930 3.01%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.