Spartan Wealth Advisory Services LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW Spartan Wealth Advisory Services LLC | Institutional Filer | — | $1.14B | 310 |
Current Portfolio Holdings
Showing all 310 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology, Inc. | Technology | 215K | $72.5M | 6.33% |
| 2 | GOOGL | Alphabet Inc. | Technology | 183K | $52.7M | 4.61% |
| 3 | AAPL | Apple Inc. | Technology | 206K | $52.4M | 4.58% |
| 4 | NVDA | NVIDIA Corporation | Technology | 237K | $41.3M | 3.61% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 191K | $39.7M | 3.47% |
| 6 | MSFT | Microsoft Corporation | Technology | 98K | $36.1M | 3.15% |
| 7 | SNDK | Sandisk Corporation | Technology | 56K | $35.6M | 3.11% |
| 8 | WDC | Western Digital Corporation | Technology | 128K | $34.6M | 3.03% |
| 9 | META | Meta Platforms, Inc. | Technology | 60K | $34.5M | 3.01% |
| 10 | JFLX | J P MORGAN EXCHANGE TRADED F | — | 421K | $20.9M | 1.83% |
| 11 | SGOV | ISHARES TR | — | 181K | $18.2M | 1.59% |
| 12 | XOM | Exxon Mobil Corporation | Energy | 92K | $15.6M | 1.36% |
| 13 | UCON | FIRST TR EXCHNG TRADED FD VI | — | 627K | $15.5M | 1.36% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 49K | $14.4M | 1.25% |
| 15 | AVGO | Broadcom Inc. | Technology | 43K | $13.3M | 1.16% |
Showing 1 to 15 of 310 holdings