Spartan Planning & Wealth Management

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
David Childs - CEO
Location
Greensboro, NC
Holdings as of
31 Dec 2024
Value $
$109M
Num holdings
71
Filing time
07 Jan 2025, 13:30:24 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPTM, AAPL, NVDA, BIL, and MSFT.
Previous filing
Q4 2023 - 12 Mar 2024
Next filing
Q1 2025 - 08 Apr 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
David Childs CEO Greensboro, United States 07 Jan 2025