SPARTAN PLANNING & WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 48K | $8.96M |
 | AAPL | 29K | $7.35M |
 | AMZN | 19K | $4.19M |
 | MSFT | 15K | $7.80M |
 | T | 14K | $402.50K |
 | BAC | 12K | $638.85K |
 | GOOGL | 10K | $2.46M |
 | VZ | 9K | $407.34K |
 | XOM | 9K | $1.04M |
 | WMT | 9K | $929.94K |
 | AVGO | 9K | $2.95M |
 | GOOG | 8K | $1.95M |
 | CSCO | 7K | $508.19K |
 | WFC | 6K | $505.55K |
 | JPM | 5K | $1.72M |
 | TSLA | 5K | $2.22M |
 | JNJ | 5K | $858.14K |
 | PLTR | 5K | $828.55K |
 | META | 4K | $3.24M |
 | NEE | 4K | $315.93K |
NVIDIA Corporation
NVDA
Shares Held
48K
Value
$8.96M
Apple Inc.
AAPL
Shares Held
29K
Value
$7.35M
Amazon.com, Inc.
AMZN
Shares Held
19K
Value
$4.19M
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.80M
AT&T Inc.
T
Shares Held
14K
Value
$402.50K
Bank of America Corporation
BAC
Shares Held
12K
Value
$638.85K
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$2.46M
Verizon Communications Inc.
VZ
Shares Held
9K
Value
$407.34K
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.04M
Walmart Inc.
WMT
Shares Held
9K
Value
$929.94K
Broadcom Inc.
AVGO
Shares Held
9K
Value
$2.95M
Alphabet Inc.
GOOG
Shares Held
8K
Value
$1.95M
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$508.19K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$505.55K
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.72M
Tesla, Inc.
TSLA
Shares Held
5K
Value
$2.22M
Johnson & Johnson
JNJ
Shares Held
5K
Value
$858.14K
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$828.55K
Meta Platforms, Inc.
META
Shares Held
4K
Value
$3.24M
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$315.93K