Portfolio (Quarterly)
Guide ↗
Spartan Planning & Wealth Management
· CIK 0001749283| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DHR | DANAHER CORPORATION | Healthcare | 1,262 | $289K | 0.21% | SOLD |
| 22 | UNP | UNION PAC CORP | Industrials | 1,224 | $283K | 0.21% | SOLD |
| 23 | XLV | SELECT SECTOR SPDR TR | — | 1,828 | $283K | 0.21% | SOLD |
| 24 | MDT | MEDTRONIC PLC | Healthcare | 2,862 | $275K | 0.20% | SOLD |
| 25 | HD | HOME DEPOT INC | Consumer Cyclical | 786 | $270K | 0.20% | SOLD |
| 26 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,104 | $268K | 0.20% | SOLD |
| 27 | MMM | 3M CO | Industrials | 1,373 | $220K | 0.16% | SOLD |
| 28 | CVS | CVS HEALTH CORP | Healthcare | 2,728 | $217K | 0.16% | SOLD |
| 29 | CRM | SALESFORCE INC | Technology | 804 | $213K | 0.16% | 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%