Spartan-Planning--Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  "T",
  "AVGO",
  null,
  "GILD",
  "MCD",
  null,
  "META",
  null,
  null,
  "LIN",
  "MA",
  "MDT",
  "TMUS",
  "GE",
  "ORCL",
  "VGSH",
  null,
  "IVV",
  null,
  "AAPL",
  "NVDA",
  "LDOS",
  "PG",
  "VZ",
  null,
  "AMGN",
  null,
  "RTX",
  "SPDW",
  null,
  null,
  null,
  "IBM",
  "SCHW",
  "AMZN",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  "CRM",
  null,
  null,
  null,
  null,
  "BAC",
  "BRK-B",
  "BMY",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "DE",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 65
Total Value: 103181069
Accession Number: 0001749283-25-000003
Form Type: 13F-HR
CIK: spartan-planning--wealth-management
Manager Name: Spartan-Planning--Wealth-Management

Data Enrichment

74% identified

48 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

65 positions • $103.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:7.1K

Value:$438.5K

% of Portfolio:0.4% ($438.5K/$103.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.7K

Value:$427.9K

% of Portfolio:0.4% ($427.9K/$103.2M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.1K

Value:$423.9K

% of Portfolio:0.4% ($423.9K/$103.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.2K

Value:$422.4K

% of Portfolio:0.4% ($422.4K/$103.2M)

81369Y605

Shares:8.3K

Value:$413.1K

% of Portfolio:0.4% ($413.1K/$103.2M)

MCDONALDS CORP

MCD|580135101

Shares:1.3K

Value:$412.0K

% of Portfolio:0.4% ($412.0K/$103.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.3K

Value:$394.4K

% of Portfolio:0.4% ($394.4K/$103.2M)

LINDE PLC

LIN|G54950103

Shares:786

Value:$366.0K

% of Portfolio:0.4% ($366.0K/$103.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:383

Value:$362.2K

% of Portfolio:0.4% ($362.2K/$103.2M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:7.5K

Value:$314.9K

% of Portfolio:0.3% ($314.9K/$103.2M)

RTX Corp

RTX|75513E101

Shares:2.3K

Value:$307.0K

% of Portfolio:0.3% ($307.0K/$103.2M)

AT&T INC.

T|00206R102

Shares:10.8K

Value:$305.6K

% of Portfolio:0.3% ($305.6K/$103.2M)

81369Y852

Shares:3.1K

Value:$299.8K

% of Portfolio:0.3% ($299.8K/$103.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:6.3K

Value:$287.6K

% of Portfolio:0.3% ($287.6K/$103.2M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:3.3K

Value:$262.0K

% of Portfolio:0.3% ($262.0K/$103.2M)

ORACLE CORP

ORCL|68389X105

Shares:1.9K

Value:$259.9K

% of Portfolio:0.3% ($259.9K/$103.2M)

Salesforce, Inc.

CRM|79466L302

Shares:932

Value:$250.1K

% of Portfolio:0.2% ($250.1K/$103.2M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.1K

Value:$240.3K

% of Portfolio:0.2% ($240.3K/$103.2M)

AMGEN INC

AMGN|031162100

Shares:760

Value:$236.8K

% of Portfolio:0.2% ($236.8K/$103.2M)

T-Mobile US, Inc.

TMUS|872590104

Shares:884

Value:$235.8K

% of Portfolio:0.2% ($235.8K/$103.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	7.1K	QoQ -1.46% (-106) YoY-	All Managers (Combined)	$438.5K	0.4% ($438.5K/$103.2M)	QoQ +2.70% (-$11.6K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.7K	QoQ +2.01% (+34) YoY-	All Managers (Combined)	$427.9K	0.4% ($427.9K/$103.2M)	QoQ +15.39% (+$57.1K) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	2.1K	QoQ +68.76% (+863) YoY-	All Managers (Combined)	$423.9K	0.4% ($423.9K/$103.2M)	QoQ +102.52% (+$214.6K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	3.2K	QoQ -4.81% (-161) YoY-	All Managers (Combined)	$422.4K	0.4% ($422.4K/$103.2M)	QoQ +11.63% (-$44.0K) YoY-
(cusip81369Y605)✕	8.3K	QoQ -22.02% (-2.3K) YoY-	All Managers (Combined)	$413.1K	0.4% ($413.1K/$103.2M)	QoQ -19.63% (-$100.9K) YoY-
MCDONALDS CORP(MCDcusip580135101)	1.3K	QoQ +1.53% (+20) YoY-	All Managers (Combined)	$412.0K	0.4% ($412.0K/$103.2M)	QoQ +9.41% (+$35.4K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	3.3K	QoQ NEW(+3.3K) YoY-	All Managers (Combined)	$394.4K	0.4% ($394.4K/$103.2M)	QoQ NEW(+$394.4K) YoY-
LINDE PLC(LINcusipG54950103)	786	QoQ NEW(+786) YoY-	All Managers (Combined)	$366.0K	0.4% ($366.0K/$103.2M)	QoQ NEW(+$366.0K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	383	QoQ -54.13% (-452) YoY-	All Managers (Combined)	$362.2K	0.4% ($362.2K/$103.2M)	QoQ -52.64% (-$402.7K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	7.5K	QoQ -50.53% (-7.7K) YoY-	All Managers (Combined)	$314.9K	0.3% ($314.9K/$103.2M)	QoQ -53.03% (-$355.6K) YoY-
RTX Corp(RTXcusip75513E101)	2.3K	QoQ +19.66% (+381) YoY-	All Managers (Combined)	$307.0K	0.3% ($307.0K/$103.2M)	QoQ +36.98% (+$82.9K) YoY-
AT&T INC.(Tcusip00206R102)	10.8K	QoQ -13.32% (-1.7K) YoY-	All Managers (Combined)	$305.6K	0.3% ($305.6K/$103.2M)	QoQ +7.65% (-$21.7K) YoY-
(cusip81369Y852)✕	3.1K	QoQ -16.10% (-597) YoY-	All Managers (Combined)	$299.8K	0.3% ($299.8K/$103.2M)	QoQ -16.42% (-$58.9K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	6.3K	QoQ NEW(+6.3K) YoY-	All Managers (Combined)	$287.6K	0.3% ($287.6K/$103.2M)	QoQ NEW(+$287.6K) YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	3.3K	QoQ +9.16% (+281) YoY-	All Managers (Combined)	$262.0K	0.3% ($262.0K/$103.2M)	QoQ +15.46% (+$35.1K) YoY-
ORACLE CORP(ORCLcusip68389X105)	1.9K	QoQ -43.64% (-1.4K) YoY-	All Managers (Combined)	$259.9K	0.3% ($259.9K/$103.2M)	QoQ -52.72% (-$289.8K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	932	QoQ -48.30% (-871) YoY-	All Managers (Combined)	$250.1K	0.2% ($250.1K/$103.2M)	QoQ -58.50% (-$352.7K) YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.1K	QoQ -13.95% (-348) YoY-	All Managers (Combined)	$240.3K	0.2% ($240.3K/$103.2M)	QoQ +4.37% (-$10.1K) YoY-
AMGEN INC(AMGNcusip031162100)	760	QoQ NEW(+760) YoY-	All Managers (Combined)	$236.8K	0.2% ($236.8K/$103.2M)	QoQ NEW(+$236.8K) YoY-
T-Mobile US, Inc.(TMUScusip872590104)	884	QoQ -13.92% (-143) YoY-	All Managers (Combined)	$235.8K	0.2% ($235.8K/$103.2M)	QoQ +4.00% (-$9.1K) YoY-