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Home > Institutional Investor > Spartan Planning & Wealth Management > Profile

Instuitional Investor - Spartan Planning & Wealth Management

Fund Profile
Filing Period:
Fund Name: Spartan Planning & Wealth Management
Portfolio Value $109,475,208
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 181,877 $12,991,474 11.86%
2.
Apple Inc.
 AAPL 27,283 $6,832,209 6.24%
3.
Nvidia Corp
 NVDA 50,758 $6,816,292 6.22%
4.
Spdr Ser Tr
 64,542 $5,901,075 5.39%
5.
Microsoft Corp
 MSFT 13,638 $5,748,417 5.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)