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:

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Medtronic plc

MDT|G5960L103

Shares:2.6K

Value:$235.2K

% of Portfolio:0.2% ($235.2K/$103.2M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:3.8K

Value:$232.4K

% of Portfolio:0.2% ($232.4K/$103.2M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:1.7K

Value:$227.6K

% of Portfolio:0.2% ($227.6K/$103.2M)

DEERE & CO

DE|244199105

Shares:477

Value:$223.9K

% of Portfolio:0.2% ($223.9K/$103.2M)

922908769

VTI|922908769

Shares:780

Value:$214.4K

% of Portfolio:0.2% ($214.4K/$103.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Medtronic plc(MDTcusipG5960L103)	2.6K	QoQ NEW(+2.6K) YoY-	All Managers (Combined)	$235.2K	0.2% ($235.2K/$103.2M)	QoQ NEW(+$235.2K) YoY-
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	3.8K	QoQ -4.96% (-199) YoY-	All Managers (Combined)	$232.4K	0.2% ($232.4K/$103.2M)	QoQ +2.47% (-$5.6K) YoY-
Leidos Holdings, Inc.(LDOScusip525327102)	1.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$227.6K	0.2% ($227.6K/$103.2M)	QoQ -6.33% (-$15.4K) YoY-
DEERE & CO(DEcusip244199105)	477	QoQ -1.85% (-9) YoY-	All Managers (Combined)	$223.9K	0.2% ($223.9K/$103.2M)	QoQ +8.72% (-$18.0K) YoY-
(VTIcusip922908769)	780	QoQ -54.43% (-932) YoY-	All Managers (Combined)	$214.4K	0.2% ($214.4K/$103.2M)	QoQ -56.79% (-$281.8K) YoY-