Sweet Financial Partners

Sweet Financial Partners as of June 30, 2022

Portfolio Holdings for Sweet Financial Partners

Sweet Financial Partners holds 167 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 17.9 $57M 165k 346.88
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 9.2 $29M 456k 64.26
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 6.0 $19M 412k 46.37
First Tr Exchange-traded Risng Divd Achiv (RDVY) 5.5 $18M 429k 40.92
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) 4.8 $15M 821k 18.55
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.3 $14M 275k 49.96
Ishares Tr Exponential Tech (XT) 3.3 $11M 220k 47.93
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 3.2 $10M 469k 21.46
Wisdomtree Tr Em Ex St-owned (XSOE) 2.9 $9.3M 323k 28.68
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.5 $7.9M 203k 38.99
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.2 $7.1M 177k 40.24
Wisdomtree Tr Floatng Rat Trea (USFR) 1.5 $4.9M 97k 50.33
Spdr Index Shs Fds S&p North Amer (NANR) 1.5 $4.6M 94k 49.22
3M Company (MMM) 1.2 $3.7M 29k 129.41
Apple (AAPL) 1.1 $3.4M 25k 136.71
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $3.1M 45k 70.21
Spdr Ser Tr S&p Kensho New (KOMP) 1.0 $3.1M 76k 40.54
Select Sector Spdr Tr Energy (XLE) 0.9 $2.8M 40k 71.50
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $2.5M 44k 57.30
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $2.2M 26k 85.34
Hormel Foods Corporation (HRL) 0.7 $2.1M 45k 47.35
UnitedHealth (UNH) 0.7 $2.1M 4.1k 513.49
Microsoft Corporation (MSFT) 0.7 $2.1M 8.2k 256.78
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $2.1M 11k 196.98
Raymond James Financial (RJF) 0.6 $2.0M 22k 89.40
Tidal Etf Tr Rpar Risk Pari (RPAR) 0.6 $2.0M 100k 19.53
Cigna Corp (CI) 0.6 $1.9M 7.1k 263.54
Amgen (AMGN) 0.6 $1.8M 7.4k 243.35
Dbx Etf Tr Xtrack Msci All (DBAW) 0.5 $1.6M 54k 29.35
Visa Com Cl A (V) 0.5 $1.5M 7.4k 196.88
Nutrien (NTR) 0.4 $1.4M 18k 79.69
Chevron Corporation (CVX) 0.4 $1.4M 9.4k 144.81
Union Pacific Corporation (UNP) 0.4 $1.3M 6.3k 213.34
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $1.3M 34k 38.97
Ishares Tr National Mun Etf (MUB) 0.4 $1.3M 12k 106.33
Ishares Tr Morningstar Grwt (ILCG) 0.4 $1.2M 24k 50.08
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.1M 3.0k 379.30
Pfizer (PFE) 0.3 $1.1M 21k 52.42
Home Depot (HD) 0.3 $1.1M 4.0k 274.33
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.3 $1.1M 26k 40.82
Enterprise Products Partners (EPD) 0.3 $1.0M 42k 24.36
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.3 $1.0M 49k 20.27
Johnson & Johnson (JNJ) 0.3 $997k 5.6k 177.50
Vanguard Index Fds Small Cp Etf (VB) 0.3 $987k 5.6k 176.19
Abbott Laboratories (ABT) 0.3 $974k 9.0k 108.68
Bank of America Corporation (BAC) 0.3 $965k 31k 31.13
Boeing Company (BA) 0.3 $946k 6.9k 136.72
Eli Lilly & Co. (LLY) 0.3 $944k 2.9k 324.18
Tyson Foods Cl A (TSN) 0.3 $935k 11k 86.06
CVS Caremark Corporation (CVS) 0.3 $935k 10k 92.68
Deere & Company (DE) 0.3 $911k 3.0k 299.28
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $903k 9.8k 92.45
Procter & Gamble Company (PG) 0.3 $900k 6.3k 143.86
JPMorgan Chase & Co. (JPM) 0.3 $888k 7.9k 112.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $838k 3.1k 273.14
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.3 $825k 21k 39.81
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $808k 7.1k 113.61
Amazon (AMZN) 0.3 $801k 7.5k 106.16
Blackstone Group Inc Com Cl A (BX) 0.2 $785k 8.6k 91.25
McDonald's Corporation (MCD) 0.2 $771k 3.1k 246.80
Occidental Petroleum Corporation (OXY) 0.2 $768k 13k 58.90
Philip Morris International (PM) 0.2 $754k 7.6k 98.81
Amplify Etf Tr Blockchain Ldr (BLOK) 0.2 $739k 41k 18.13
Bio-techne Corporation (TECH) 0.2 $735k 2.1k 346.70
Cisco Systems (CSCO) 0.2 $725k 17k 42.61
Ishares Tr Core Msci Eafe (IEFA) 0.2 $725k 12k 58.86
Citigroup Com New (C) 0.2 $724k 16k 45.99
Ishares Tr Morningstar Valu (ILCV) 0.2 $702k 12k 60.37
Corteva (CTVA) 0.2 $688k 13k 54.11
Delta Air Lines Inc Del Com New (DAL) 0.2 $666k 23k 28.95
Valero Energy Corporation (VLO) 0.2 $660k 6.2k 106.23
Lockheed Martin Corporation (LMT) 0.2 $654k 1.5k 429.70
Verizon Communications (VZ) 0.2 $653k 13k 50.71
Select Sector Spdr Tr Financial (XLF) 0.2 $628k 20k 31.47
Mastercard Incorporated Cl A (MA) 0.2 $623k 2.0k 315.60
Marriott Intl Cl A (MAR) 0.2 $604k 4.4k 135.91
Nike CL B (NKE) 0.2 $592k 5.8k 102.26
Merck & Co (MRK) 0.2 $567k 6.2k 91.23
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.2 $562k 16k 34.74
Canadian Natl Ry (CNI) 0.2 $560k 5.0k 112.47
Caterpillar (CAT) 0.2 $560k 3.1k 178.86
First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.2 $513k 12k 44.07
Target Corporation (TGT) 0.2 $510k 3.6k 141.27
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $504k 6.4k 79.30
Goldman Sachs Bdc SHS (GSBD) 0.2 $497k 30k 16.80
Qualcomm (QCOM) 0.2 $496k 3.9k 127.64
Rio Tinto Sponsored Adr (RIO) 0.2 $495k 8.1k 61.02
Comcast Corp Cl A (CMCSA) 0.2 $494k 13k 39.21
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $484k 49k 9.98
Texas Instruments Incorporated (TXN) 0.1 $478k 3.1k 153.55
Ishares Tr Devsmcp Exna Etf (IEUS) 0.1 $474k 9.8k 48.59
Wal-Mart Stores (WMT) 0.1 $470k 3.9k 121.45
Abbvie (ABBV) 0.1 $455k 3.0k 153.15
Hldgs (UAL) 0.1 $453k 13k 35.45
Advanced Drain Sys Inc Del (WMS) 0.1 $452k 5.0k 90.04
MGM Resorts International. (MGM) 0.1 $449k 16k 28.97
Stellantis SHS (STLA) 0.1 $446k 36k 12.35
ConocoPhillips (COP) 0.1 $441k 4.9k 89.73
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $425k 8.5k 50.06
Walt Disney Company (DIS) 0.1 $424k 4.5k 94.35
Pepsi (PEP) 0.1 $423k 2.5k 166.60
Science App Int'l (SAIC) 0.1 $419k 4.5k 93.11
Miromatrix Med 0.1 $416k 104k 3.99
Southwest Airlines (LUV) 0.1 $415k 12k 36.10
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $413k 17k 24.52
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $411k 10k 41.10
Us Bancorp Del Com New (USB) 0.1 $401k 8.7k 45.99
Stryker Corporation (SYK) 0.1 $398k 2.0k 199.10
General Motors Company (GM) 0.1 $398k 13k 31.74
Telephone & Data Sys Com New (TDS) 0.1 $395k 25k 15.80
Ishares Tr North Amern Nat (IGE) 0.1 $390k 11k 36.00
Goodyear Tire & Rubber Company (GT) 0.1 $377k 35k 10.71
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $375k 2.9k 131.12
Oracle Corporation (ORCL) 0.1 $370k 5.3k 69.96
International Business Machines (IBM) 0.1 $364k 2.6k 141.36
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $362k 21k 17.68
Dow (DOW) 0.1 $354k 6.9k 51.56
Honeywell International (HON) 0.1 $349k 2.0k 173.98
Ishares Core Msci Emkt (IEMG) 0.1 $342k 7.0k 49.04
Global X Fds Conscious Cos (KRMA) 0.1 $338k 13k 26.75
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $330k 1.0k 326.41
Lazard Shs A 0.1 $324k 10k 32.40
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $323k 4.0k 81.16
Tesla Motors (TSLA) 0.1 $318k 472.00 673.73
Uber Technologies (UBER) 0.1 $306k 15k 20.48
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $306k 15k 20.40
Lumentum Hldgs (LITE) 0.1 $304k 3.8k 79.48
Radian (RDN) 0.1 $295k 15k 19.67
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $290k 7.6k 38.16
BP Sponsored Adr (BP) 0.1 $288k 10k 28.31
Starbucks Corporation (SBUX) 0.1 $287k 3.8k 76.33
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $283k 6.8k 41.37
Caci Intl Cl A (CACI) 0.1 $282k 1.0k 282.00
Netflix (NFLX) 0.1 $278k 1.6k 175.17
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $272k 5.1k 53.86
Canadian Pacific Railway 0.1 $267k 3.8k 69.73
Wells Fargo & Company (WFC) 0.1 $267k 6.8k 39.21
Capital One Financial (COF) 0.1 $264k 2.5k 104.35
Paccar (PCAR) 0.1 $263k 3.2k 82.32
Sealed Air (SEE) 0.1 $260k 4.5k 57.78
Boston Beer Cl A (SAM) 0.1 $258k 850.00 303.53
Alphabet Cap Stk Cl A (GOOGL) 0.1 $255k 117.00 2179.49
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $255k 23k 11.11
Medtronic SHS (MDT) 0.1 $250k 2.8k 89.80
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $245k 5.5k 44.55
Cummins (CMI) 0.1 $242k 1.3k 193.60
Waste Management (WM) 0.1 $241k 1.6k 152.92
Southern Company (SO) 0.1 $233k 3.3k 71.19
Fastenal Company (FAST) 0.1 $233k 4.7k 49.96
Cabot Oil & Gas Corporation (CTRA) 0.1 $230k 8.9k 25.81
Ishares Tr U.s. Energy Etf (IYE) 0.1 $229k 6.0k 38.17
Organon & Co Common Stock (OGN) 0.1 $226k 6.7k 33.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $222k 981.00 226.30
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $216k 2.1k 101.84
Yum! Brands (YUM) 0.1 $216k 1.9k 113.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $214k 566.00 378.09
Polaris Industries (PII) 0.1 $213k 2.1k 99.25
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $212k 4.6k 46.27
Hillenbrand (HI) 0.1 $209k 5.1k 40.98
Ishares Msci Emrg Chn (EMXC) 0.1 $209k 4.4k 47.74
First Tr Value Line Divid In SHS (FVD) 0.1 $204k 5.2k 38.89
Exxon Mobil Corporation (XOM) 0.1 $200k 2.3k 85.84
Snap Cl A (SNAP) 0.1 $199k 15k 13.15
Ford Motor Company (F) 0.0 $150k 14k 11.11
Arts-Way Manufacturing (ARTW) 0.0 $129k 44k 2.94
Nokia Corp Sponsored Adr (NOK) 0.0 $62k 14k 4.58
Flexible Solutions International (FSI) 0.0 $41k 17k 2.44