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Name: |
Spartan Planning & Wealth Management |
City: |
GREENSBORO |
State: |
NC |
Zip: |
27410 |
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Holdings
Found :
18 |
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Unchanged Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
LDOS |
Leidos Holdings, Inc. |
47 |
- |
$149.92 |
$244,000 |
2,250 |
0.26% |
37,000 |
0 |
0.002 |
Technical Services |
|
IAGG |
Ishares International Aggre... |
172 |
- |
$0.00 |
$2,000 |
45 |
0% |
0 |
0 |
0 |
N/A |
|
RIVN |
Rivian Automotive, Inc. / De |
173 |
- |
$0.00 |
$2,000 |
95 |
0% |
0 |
0 |
0 |
N/A |
|
VTRS |
Upjohn Inc |
176 |
- |
$10.88 |
$1,000 |
68 |
0% |
0 |
0 |
0 |
N/A |
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PFE |
Pfizer Inc |
174 |
- |
$29.60 |
$1,000 |
21 |
0% |
0 |
0 |
0 |
Drug Manufacturers - ... |
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NEO |
NeoGenomics Inc |
175 |
- |
$14.44 |
$1,000 |
92 |
0% |
0 |
0 |
0 |
N/A |
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VNQI |
Vanguard Global Ex-US Real ... |
195 |
- |
$42.25 |
$0 |
1 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
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CHRW |
CH Robinson Worldwide Inc |
179 |
- |
$84.34 |
$0 |
4 |
0% |
0 |
0 |
0 |
AirDelivery & Freight... |
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KHC |
Kraft Heinz Co |
184 |
- |
$36.38 |
$0 |
6 |
0% |
0 |
0 |
0 |
N/A |
|
PRF |
Invesco FTSE RAFI US |
187 |
- |
$36.69 |
$0 |
5 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
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EXC |
Exelon Corp |
177 |
- |
$37.90 |
$0 |
9 |
0% |
0 |
0 |
0 |
Multi Utilities |
|
PM |
Philip Morris International... |
182 |
- |
$101.07 |
$0 |
2 |
0% |
0 |
0 |
0 |
Cigarettes & Other To... |
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MOS |
Mosaic Co |
186 |
- |
$31.75 |
$0 |
12 |
0% |
0 |
0 |
0 |
Agricultural & Fertil... |
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JPST |
Jp Morgan Ultra Short Incom... |
185 |
- |
$0.00 |
$0 |
4 |
0% |
0 |
0 |
0 |
N/A |
|
BMY |
Bristol-Myers Squibb Co |
198 |
- |
$42.34 |
$0 |
3 |
0% |
0 |
0 |
0 |
Drug Manufacturers - ... |
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MKC |
McCormick & Co Inc |
181 |
- |
$73.64 |
$0 |
6 |
0% |
0 |
0 |
0 |
Processed & Packaged ... |
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MO |
Altria Group Inc |
197 |
- |
$46.32 |
$0 |
5 |
0% |
0 |
0 |
0 |
Cigarettes & Other To... |
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VFC |
VF Corp |
180 |
- |
$12.33 |
$0 |
3 |
0% |
0 |
0 |
0 |
Textile - Apparel Clo... |
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