Portfolio (Quarterly)
Guide ↗
Spartan Planning & Wealth Management
· CIK 0001749283| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | Consumer Cyclical | 19,840 | $4.6M | 3.38% | SOLD |
| 2 | MSFT | MICROSOFT CORP | Technology | 7,723 | $3.7M | 2.76% | SOLD |
| 3 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,644 | $1.8M | 1.35% | SOLD |
| 4 | STIP | ISHARES TR | — | 17,353 | $1.8M | 1.31% | SOLD |
| 5 | BWX | SPDR SERIES TRUST | — | 50,293 | $1.1M | 0.84% | SOLD |
| 6 | V | VISA INC | Financial Services | 2,620 | $919K | 0.68% | SOLD |
| 7 | MA | MASTERCARD INCORPORATED | Financial Services | 1,535 | $876K | 0.65% | SOLD |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,878 | $867K | 0.64% | SOLD |
| 9 | BAC | BANK AMERICA CORP | Financial Services | 14,321 | $788K | 0.58% | SOLD |
| 10 | WFC | WELLS FARGO CO NEW | Financial Services | 6,434 | $600K | 0.44% | SOLD |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,908 | $565K | 0.42% | SOLD |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 736 | $426K | 0.32% | SOLD |
| 13 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 717 | $406K | 0.30% | SOLD |
| 14 | XLF | SELECT SECTOR SPDR TR | — | 6,690 | $366K | 0.27% | SOLD |
| 15 | AXP | AMERICAN EXPRESS CO | Financial Services | 967 | $358K | 0.26% | SOLD |
| 16 | SCHW | SCHWAB CHARLES CORP | Financial Services | 3,480 | $348K | 0.26% | SOLD |
| 17 | QCOM | QUALCOMM INC | Technology | 2,020 | $346K | 0.26% | SOLD |
| 18 | ORCL | ORACLE CORP | Technology | 1,746 | $340K | 0.25% | SOLD |
| 19 | XLY | SELECT SECTOR SPDR TR | — | 2,844 | $340K | 0.25% | SOLD |
| 20 | XLC | SELECT SECTOR SPDR TR | — | 2,706 | $318K | 0.23% | SOLD |
Sector Allocation
Technology
35.0%
Healthcare
13.2%
Communication Services
11.7%
Consumer Defensive
10.3%
Industrials
8.4%
Energy
7.5%
Financial Services
4.9%
Consumer Cyclical
4.3%
Utilities
2.4%
Basic Materials
2.3%