Advisor and Partner

0001749283-23-000003.txt : 20231117 0001749283-23-000003.hdr.sgml : 20231117 20231117114219 ACCESSION NUMBER: 0001749283-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231117 DATE AS OF CHANGE: 20231117 EFFECTIVENESS DATE: 20231117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Spartan Planning & Wealth Management CENTRAL INDEX KEY: 0001749283 IRS NUMBER: 461616567 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22530 FILM NUMBER: 231417167 BUSINESS ADDRESS: STREET 1: 1931 NEW GARDEN RD STREET 2: STE 220 CITY: GREENSBORO STATE: NC ZIP: 27410 BUSINESS PHONE: 800-371-1292 MAIL ADDRESS: STREET 1: 1931 NEW GARDEN RD STREET 2: STE 220 CITY: GREENSBORO STATE: NC ZIP: 27410 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001749283 XXXXXXXX 09-30-2023 09-30-2023 Spartan Planning & Wealth Management

1931 NEW GARDEN RD STE 220 GREENSBORO NC 27410

13F HOLDINGS REPORT 028-22530 N Eric Warren Advisor and Partner 3363901062 Eric Warren Greensboro NC 11-17-2023 0 162 85337358 false INFORMATION TABLE 2 Q3.13FSpartanPlanningGroup.xml ISHARES TR CORE S&P500 ETF 464287200 2916689 6792 SH SOLE 0 0 6792 ADOBE INC COM 00724F101 546613 1072 SH SOLE 0 0 1072 AUTODESK INC COM 052769106 104076 503 SH SOLE 0 0 503 AMERICAN INTL GROUP INC COM NEW 026874784 13211 218 SH SOLE 0 0 218 AMAZON COM INC COM 023135106 379580 2986 SH SOLE 0 0 2986 BRISTOL-MYERS SQUIBB CO COM 110122108 174 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 315270 900 SH SOLE 0 0 900 EMERSON ELEC CO COM 291011104 23467 243 SH SOLE 0 0 243 EXPEDITORS INTL WASH INC COM 302130109 262388 2289 SH SOLE 0 0 2289 BOEING CO COM 097023105 21852 114 SH SOLE 0 0 114 ONEOK INC NEW COM 682680103 560150 8831 SH SOLE 0 0 8831 INVESCO QQQ TR UNIT SER 1 46090E103 1433 4 SH SOLE 0 0 4 AMGEN INC COM 031162100 341594 1271 SH SOLE 0 0 1271 ADVANCED MICRO DEVICES INC COM 007903107 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