HoldingsChannel.com
Spartan Planning & Wealth Management Top Holdings
As of  06/30/2022, below is a summary of the Spartan Planning & Wealth Management top holdings by largest position size, as per the latest 13f filing made by Spartan Planning & Wealth Management. In the Spartan Planning & Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Spartan Planning & Wealth Management in that top holding, then the share count change between reporting periods, and finally the Spartan Planning & Wealth Management top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SPDR SER TR (BIL) 249,002 +163,629 $22,781
     BIL249,002+163,629$22,781
ISHARES TR (SHV) 199,298 +152,296 $21,943
     SHV199,298+152,296$21,943
ETF SER SOLUTIONS (OPER) 83,665 +21,169 $8,377
     OPER83,665+21,169$8,377
SPDR SER TR (SPTM) 39,665 -118,272 $1,844
     SPTM39,665-118,272$1,844
ISHARES TR (USRT) 28,653 -65,737 $1,530
     USRT28,653-65,737$1,530
SPDR INDEX SHS FDS (SPDW) 52,367 +4,469 $1,510
     SPDW52,367+4,469$1,510
ISHARES TR (SHY) 16,074 +15,499 $1,331
     SHY16,074+15,499$1,331
SPDR INDEX SHS FDS (SPEM) 31,303 +1,688 $1,088
     SPEM31,303+1,688$1,088
ISHARES TR (GOVT) 39,999 -360 $956
     GOVT39,999-360$956
SPDR SER TR (SPIP) 31,162 -2,213 $858
     SPIP31,162-2,213$858
ISHARES TR (IAGG) 15,168 -832 $756
     IAGG15,168-832$756
KELLOGG CO 10,118 +10,118 $722
     K10,118+10,118$722
COCA COLA CO 11,440 +3,011 $720
     KO11,440+3,011$720
ISHARES GOLD TR (IAU) 20,878 -77,932 $716
     IAU20,878-77,932$716
AUTOMATIC DATA PROCESSING IN 2,514 +1,450 $528
     ADP2,514+1,450$528
INTERNATIONAL BUSINESS MACHS 3,706 +2,660 $523
     IBM3,706+2,660$523
GENERAL MLS INC 6,633 +2,944 $500
     GIS6,633+2,944$500
PEPSICO INC 2,975 -1,033 $496
     PEP2,975-1,033$496
MARSH & MCLENNAN COS INC 3,167 +121 $492
     MMC3,167+121$492
AMGEN INC 1,831 +729 $445
     AMGN1,831+729$445
UNITEDHEALTH GROUP INC 769 +385 $395
     UNH769+385$395
JOHNSON & JOHNSON 2,199 +817 $390
     JNJ2,199+817$390
MERCK & CO INC 4,026 +4,023 $367
     MRK4,026+4,023$367
EXXON MOBIL CORP 3,349 +1,716 $287
     XOM3,349+1,716$287
GRAINGER W W INC 591 +244 $269
     GWW591+244$269
VERTEX PHARMACEUTICALS INC 871 -89 $245
     VRTX871-89$245
PFIZER INC 4,506 +2,206 $236
     PFE4,506+2,206$236
LEIDOS HOLDINGS INC 2,250 UNCH $227
     LDOS2,250UNCH$227
WATERS CORP 679 +679 $225
     WAT679+679$225
C H ROBINSON WORLDWIDE INC 2,162 +2,162 $219
     CHRW2,162+2,162$219
ABBVIE INC 1,389 +780 $213
     ABBV1,389+780$213
VALERO ENERGY CORP 2,000 +1,900 $213
     VLO2,000+1,900$213
LILLY ELI & CO 628 +350 $204
     LLY628+350$204
BUNGE LIMITED 2,009 +2,009 $182
     BG2,009+2,009$182
VANGUARD INDEX FDS (VTI) 936 -32,003 $177
     VTI936-32,003$177
COLGATE PALMOLIVE CO 2,108 +2,108 $169
     CL2,108+2,108$169
SCHLUMBERGER LTD 4,338 +4,338 $155
     SLB4,338+4,338$155
AMERICAN TOWER CORP NEW 593 +593 $152
     AMT593+593$152
KIMBERLY CLARK CORP 1,115 +1,115 $151
     KMB1,115+1,115$151
CHEVRON CORP NEW 1,002 +345 $145
     CVX1,002+345$145
PHILIP MORRIS INTL INC 1,316 +842 $130
     PM1,316+842$130
BRISTOL MYERS SQUIBB CO 1,658 +622 $128
     BMY1,658+622$128
ONEOK INC NEW 2,191 +2,191 $122
     OKE2,191+2,191$122
BAKER HUGHES COMPANY 4,188 +4,188 $121
     BKR4,188+4,188$121
CHENIERE ENERGY INC 897 +897 $119
     LNG897+897$119
LINDE PLC 403 -598 $116
     LIN403-598$116
GILEAD SCIENCES INC 1,845 +1,845 $114
     GILD1,845+1,845$114
QUEST DIAGNOSTICS INC 823 +823 $109
     DGX823+823$109
CONOCOPHILLIPS 1,202 -1,670 $108
     COP1,202-1,670$108
AT&T INC 5,167 +5,167 $108
     T5,167+5,167$108

See Full List: All Stocks Held By Spartan Planning & Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Spartan Planning & Wealth Management

Size ($ in 1000's)
At 06/30/2022: $74,918
At 03/31/2022: $79,934

Spartan Planning & Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Spartan Planning & Wealth Management 13F filings. Link to 13F filings: SEC filings

Spartan Planning & Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.