Portfolio (Quarterly)
Guide ↗
Spartan Planning & Wealth Management
· CIK 0001749283| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | — | 10,924 | $550K | 0.41% | SOLD |
| 2 | T | AT&T INC | Communication Services | 15,496 | $449K | 0.33% | SOLD |
| 3 | GILD | GILEAD SCIENCES INC | Healthcare | 3,131 | $436K | 0.32% | SOLD |
| 4 | PFE | PFIZER INC | Healthcare | 12,804 | $360K | 0.27% | SOLD |
| 5 | COP | CONOCOPHILLIPS | Energy | 2,713 | $358K | 0.27% | SOLD |
| 6 | LMT | LOCKHEED MARTIN CORP | Industrials | 541 | $327K | 0.24% | SOLD |
| 7 | HON | HONEYWELL INTL INC | Industrials | 1,364 | $308K | 0.23% | SOLD |
| 8 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 4,824 | $293K | 0.22% | SOLD |
| 9 | PEP | PEPSICO INC | Consumer Defensive | 1,666 | $259K | 0.19% | SOLD |
| 10 | — | LEIDOS HOLDINGS INC | — | 1,620 | $252K | 0.19% | SOLD |
| 11 | BA | BOEING CO | Industrials | 1,135 | $226K | 0.17% | SOLD |
| 12 | MCD | MCDONALDS CORP | Consumer Cyclical | 723 | $225K | 0.17% | SOLD |
| 13 | DUK | DUKE ENERGY CORP NEW | Utilities | 1,675 | $219K | 0.16% | SOLD |
| 14 | GD | GENERAL DYNAMICS CORP | Industrials | 607 | $208K | 0.15% | SOLD |
Sector Allocation
Technology
51.8%
Healthcare
9.9%
Consumer Cyclical
8.4%
Communication Services
7.6%
Financial Services
7.2%
Consumer Defensive
5.3%
Industrials
4.7%
Energy
2.0%
Utilities
1.7%
Basic Materials
1.4%