Stock Taper 
SPARTAN PLANNING & WEALTH MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tesla, Inc. | TSLA | 3.24K | $1.36M |
 Advanced Micro Devices, Inc. | AMD | 2.73K | $1.59M |
 AbbVie Inc. | ABBV | 2.63K | $661.82K |
 QUALCOMM Incorporated | QCOM | 2.54K | $470.1K |
 Chevron Corporation | CVX | 2.51K | $415.91K |
 The Southern Company | SO | 2.44K | $233.36K |
 Lam Research Corporation | LRCX | 2.39K | $1.03M |
 CVS Health Corp. | CVS | 2.34K | $242.52K |
 NextEra Energy, Inc. | NEE | 2.32K | $203.68K |
 Starbucks Corporation | SBUX | 2.31K | $236.11K |
 Morgan Stanley | MS | 2.3K | $480.04K |
 RTX Corporation | RTX | 2.23K | $422.8K |
 Qnity Electronics, Inc. | Q | 2.04K | $332.34K |
 Texas Instruments Incorporated | TXN | 1.73K | $514.07K |
 The Procter & Gamble Company | PG | 1.68K | $246.21K |
 UnitedHealth Group Incorporated | UNH | 1.68K | $696.67K |
 Visa Inc. | V | 1.64K | $561.29K |
 GE Aerospace | GE | 1.49K | $557.45K |
 Eli Lilly and Company | LLY | 1.49K | $1.79M |
 Applied Materials, Inc. | AMAT | 1.49K | $1.08M |