Sweet Financial Partners
Latest statistics and disclosures from Sweet Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SCHD, RDVY, VEU, XT, and represent 36.18% of Sweet Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: AVGO, NFLX, MMIN, ADBE, TJX, SDVY, CRWD, MUB, DELL, FYX.
- Started 10 new stock positions in VUG, NU, AGG, SO, ORI, SDVY, MO, DELL, MSI, ADBE.
- Reduced shares in these 10 stocks: MCD, VOO, NKE, TXN, SCHD, VEU, RDVY, DE, LITE, Lam Research Corporation.
- Sold out of its positions in HTEC, Lam Research Corporation, LITE.
- Sweet Financial Partners was a net buyer of stock by $2.8M.
- Sweet Financial Partners has $462M in assets under management (AUM), dropping by 5.51%.
- Central Index Key (CIK): 0001908936
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Portfolio Holdings for Sweet Financial Partners
Sweet Financial Partners holds 198 positions in its portfolio as reported in the September 2024 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) | 19.1 | $88M | -2% | 168k | 527.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 5.1 | $24M | -2% | 280k | 84.53 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 4.9 | $23M | -2% | 386k | 59.21 |
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| Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU) | 4.5 | $21M | -2% | 328k | 63.00 |
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| Ishares Tr Exponential Tech (XT) | 2.5 | $12M | 189k | 60.88 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 2.4 | $11M | 229k | 49.41 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 2.4 | $11M | 177k | 63.47 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 2.2 | $10M | +2% | 304k | 33.03 |
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| First Tr Exchange-traded Growth Strength (FTGS) | 2.1 | $9.7M | 311k | 31.22 |
|
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 2.0 | $9.2M | -2% | 156k | 59.23 |
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| Apple (AAPL) | 1.9 | $8.9M | -3% | 38k | 233.00 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 1.8 | $8.2M | 271k | 30.28 |
|
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| Spdr Index Shs Fds S&p North Amer (NANR) | 1.5 | $6.7M | -2% | 119k | 56.63 |
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| Microsoft Corporation (MSFT) | 1.4 | $6.7M | 16k | 430.31 |
|
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| NVIDIA Corporation (NVDA) | 1.1 | $4.9M | -4% | 40k | 121.44 |
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| UnitedHealth (UNH) | 0.9 | $4.4M | -2% | 7.5k | 584.65 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $4.4M | -2% | 4.9k | 885.85 |
|
| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.9 | $4.2M | +9% | 43k | 99.53 |
|
| Visa Com Cl A (V) | 0.9 | $4.0M | 14k | 274.94 |
|
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| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.8 | $3.9M | 48k | 80.48 |
|
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| Home Depot (HD) | 0.8 | $3.7M | -2% | 9.2k | 405.21 |
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| Broadcom (AVGO) | 0.8 | $3.7M | +938% | 22k | 172.50 |
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| Abbvie (ABBV) | 0.8 | $3.5M | -2% | 18k | 197.48 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.4M | -3% | 20k | 167.19 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $3.3M | 54k | 62.32 |
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| 3M Company (MMM) | 0.7 | $3.2M | 24k | 136.70 |
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| Select Sector Spdr Tr Energy (XLE) | 0.7 | $3.2M | 37k | 87.80 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.7 | $3.2M | 38k | 83.21 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $3.1M | 6.3k | 493.81 |
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| Amazon (AMZN) | 0.7 | $3.1M | -2% | 17k | 186.33 |
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| Procter & Gamble Company (PG) | 0.6 | $3.0M | 17k | 173.21 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $2.9M | 51k | 57.41 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.6 | $2.9M | 24k | 119.70 |
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| Costco Wholesale Corporation (COST) | 0.6 | $2.9M | +5% | 3.3k | 886.53 |
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| Spdr Ser Tr S&p Kensho New (KOMP) | 0.6 | $2.9M | 58k | 49.33 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.9M | 11k | 263.84 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $2.7M | +5% | 4.7k | 584.60 |
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| Amgen (AMGN) | 0.6 | $2.7M | -9% | 8.3k | 322.22 |
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| Pepsi (PEP) | 0.6 | $2.6M | -3% | 15k | 170.05 |
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| Johnson & Johnson (JNJ) | 0.6 | $2.6M | 16k | 162.06 |
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| Indexiq Active Etf Tr Iq Mackay Insred (MMIN) | 0.6 | $2.6M | +219% | 105k | 24.58 |
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| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.6 | $2.6M | -4% | 85k | 29.89 |
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| Netflix (NFLX) | 0.5 | $2.5M | +312% | 3.6k | 709.27 |
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| Coca-Cola Company (KO) | 0.5 | $2.5M | -2% | 35k | 71.86 |
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| Cisco Systems (CSCO) | 0.5 | $2.5M | 47k | 53.22 |
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| ConocoPhillips (COP) | 0.5 | $2.4M | 23k | 105.28 |
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| Automatic Data Processing (ADP) | 0.5 | $2.4M | -2% | 8.6k | 276.72 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $2.3M | 25k | 91.31 |
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| Meta Platforms Cl A (META) | 0.5 | $2.2M | 3.9k | 572.38 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $2.2M | +56% | 20k | 108.63 |
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| TJX Companies (TJX) | 0.5 | $2.1M | +407% | 18k | 117.54 |
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| Qualcomm (QCOM) | 0.4 | $2.0M | 12k | 170.06 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $2.0M | +11% | 48k | 41.77 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.4 | $2.0M | 24k | 84.04 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.8M | 7.7k | 237.21 |
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| Raymond James Financial (RJF) | 0.4 | $1.8M | -5% | 15k | 122.46 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $1.8M | NEW | 3.4k | 517.78 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.8M | 3.1k | 576.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.7M | 15k | 116.96 |
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| Cigna Corp (CI) | 0.4 | $1.7M | +3% | 5.0k | 346.47 |
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| Chevron Corporation (CVX) | 0.4 | $1.7M | 12k | 147.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.7M | 3.7k | 460.26 |
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| Cnh Indl N V SHS (CNH) | 0.3 | $1.6M | +6% | 144k | 11.10 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $1.6M | 31k | 51.13 |
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| Boeing Company (BA) | 0.3 | $1.6M | 10k | 152.04 |
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| Nutrien (NTR) | 0.3 | $1.5M | +4% | 30k | 48.06 |
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| Hormel Foods Corporation (HRL) | 0.3 | $1.5M | 46k | 31.70 |
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| Vanguard Tax-managed Fds Vanguard Tax-managed Fds (VEA) | 0.3 | $1.4M | 27k | 52.81 |
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| McDonald's Corporation (MCD) | 0.3 | $1.4M | -60% | 4.6k | 304.54 |
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| Tyson Foods Cl A (TSN) | 0.3 | $1.4M | 23k | 59.56 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $1.3M | 26k | 50.79 |
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| Uber Technologies (UBER) | 0.3 | $1.3M | 18k | 75.16 |
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| CVS Caremark Corporation (CVS) | 0.3 | $1.3M | -19% | 21k | 62.88 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.3M | +287% | 4.6k | 280.47 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $1.2M | NEW | 34k | 36.38 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.2M | 5.0k | 246.49 |
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| Enterprise Products Partners (EPD) | 0.3 | $1.2M | 41k | 29.11 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.1M | 69k | 16.05 |
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| Citigroup Com New (C) | 0.2 | $1.1M | 18k | 62.60 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.1M | +2% | 14k | 78.05 |
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| Ishares Tr Morningstar Valu (ILCV) | 0.2 | $1000k | 12k | 82.20 |
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| Wal-Mart Stores (WMT) | 0.2 | $972k | 12k | 80.75 |
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| Valero Energy Corporation (VLO) | 0.2 | $947k | +16% | 7.0k | 135.04 |
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| Deere & Company (DE) | 0.2 | $931k | -28% | 2.2k | 417.24 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $926k | 13k | 71.17 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $904k | 20k | 45.32 |
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| Lazard Ltd Shs -a - (LAZ) | 0.2 | $882k | 18k | 50.38 |
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| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.2 | $865k | 23k | 37.52 |
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| Walt Disney Company (DIS) | 0.2 | $854k | 8.9k | 96.19 |
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| Oracle Corporation (ORCL) | 0.2 | $838k | 4.9k | 170.39 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $830k | 7.1k | 117.29 |
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| Dbx Etf Tr Xtrack Msci All (DBAW) | 0.2 | $807k | 23k | 34.90 |
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| First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) | 0.2 | $797k | -3% | 36k | 22.11 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $793k | 1.4k | 586.71 |
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| First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) | 0.2 | $790k | 19k | 41.08 |
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| Intel Corporation (INTC) | 0.2 | $775k | +20% | 33k | 23.46 |
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| American Tower Reit (AMT) | 0.2 | $763k | 3.3k | 232.56 |
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| Bank of America Corporation (BAC) | 0.2 | $759k | 19k | 39.68 |
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| Abbott Laboratories (ABT) | 0.2 | $755k | -4% | 6.6k | 114.00 |
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| Corteva (CTVA) | 0.2 | $749k | 13k | 58.79 |
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| Pfizer (PFE) | 0.2 | $738k | 26k | 28.94 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $729k | 8.5k | 85.54 |
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| Axon Enterprise (AXON) | 0.2 | $723k | 1.8k | 399.60 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.2 | $718k | -5% | 15k | 47.54 |
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| Stryker Corporation (SYK) | 0.2 | $702k | 1.9k | 361.28 |
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| Bio-techne Corporation (TECH) | 0.2 | $694k | 8.7k | 79.93 |
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| International Business Machines (IBM) | 0.1 | $683k | 3.1k | 221.08 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $667k | -4% | 5.7k | 117.23 |
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| Us Bancorp Del Us Bancorp Del (USB) | 0.1 | $659k | -2% | 14k | 45.73 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $651k | -4% | 3.1k | 210.83 |
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| Caterpillar (CAT) | 0.1 | $637k | 1.6k | 391.24 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $637k | 4.2k | 153.14 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $636k | -67% | 3.1k | 206.60 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $633k | 12k | 52.75 |
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| Merck & Co (MRK) | 0.1 | $608k | -31% | 5.4k | 113.56 |
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| MGM Resorts International. (MGM) | 0.1 | $606k | 16k | 39.09 |
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| Capital One Financial (COF) | 0.1 | $603k | 4.0k | 149.73 |
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| Ishares Tr Devsmcp Exna Etf (IEUS) | 0.1 | $590k | 9.8k | 60.51 |
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| Prologis (PLD) | 0.1 | $588k | 4.7k | 126.28 |
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| Canadian Natl Ry (CNI) | 0.1 | $581k | 5.0k | 117.15 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $552k | 5.2k | 106.12 |
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| Hldgs (UAL) | 0.1 | $545k | 9.5k | 57.06 |
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| Verizon Communications (VZ) | 0.1 | $544k | 12k | 44.91 |
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| Marriott Intl Cl A (MAR) | 0.1 | $524k | 2.1k | 248.60 |
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| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.1 | $517k | 8.5k | 60.92 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $501k | 2.8k | 181.99 |
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| Iac Com New (IAC) | 0.1 | $484k | 9.0k | 53.82 |
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| General Motors Company (GM) | 0.1 | $481k | 11k | 44.84 |
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| Scotts Miracle-gro Cl A (SMG) | 0.1 | $477k | -15% | 5.5k | 86.70 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $466k | 9.0k | 51.54 |
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| Darling International (DAR) | 0.1 | $442k | 12k | 37.16 |
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| Honeywell International (HON) | 0.1 | $429k | 2.1k | 206.71 |
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| Crown Castle Intl (CCI) | 0.1 | $427k | 3.6k | 118.63 |
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| Waste Management (WM) | 0.1 | $424k | -2% | 2.0k | 207.62 |
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| Nike CL B (NKE) | 0.1 | $413k | -78% | 4.7k | 88.41 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $411k | 2.3k | 177.36 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $410k | 16k | 25.60 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $408k | 7.5k | 54.43 |
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| Philip Morris International (PM) | 0.1 | $408k | 3.4k | 121.41 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $404k | 19k | 21.01 |
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| 4068594 Enphase Energy (ENPH) | 0.1 | $396k | 3.5k | 113.02 |
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| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.1 | $396k | 6.9k | 57.52 |
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| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.1 | $391k | 15k | 26.09 |
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| Ishares Tr North Amern Nat (IGE) | 0.1 | $389k | 8.8k | 44.07 |
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| Block Cl A (XYZ) | 0.1 | $377k | 5.6k | 67.13 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $375k | -5% | 8.3k | 45.24 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $373k | 10k | 37.17 |
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| Wells Fargo & Company (WFC) | 0.1 | $365k | 6.5k | 56.49 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $363k | +2% | 2.1k | 174.56 |
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| Solventum Corp Com Shs (SOLV) | 0.1 | $362k | -4% | 5.2k | 69.72 |
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| Dell Technologies CL C (DELL) | 0.1 | $358k | NEW | 3.0k | 118.56 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $349k | 5.3k | 66.29 |
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| United Sts Nat Gas Unit Par (UNG) | 0.1 | $345k | +18% | 21k | 16.33 |
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| Fastenal Company (FAST) | 0.1 | $342k | 4.8k | 71.42 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $342k | -42% | 1.5k | 223.09 |
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| Motorola Solutions Com New (MSI) | 0.1 | $333k | NEW | 741.00 | 449.78 |
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| Tidal Etf Tr Sonicshares Gbl (BOAT) | 0.1 | $330k | 9.3k | 35.52 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $325k | 5.6k | 58.27 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $323k | +44% | 7.1k | 45.49 |
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| Lincoln National Corporation (LNC) | 0.1 | $321k | 10k | 31.51 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $320k | 558.00 | 573.76 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $319k | 3.3k | 98.16 |
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| FedEx Corporation (FDX) | 0.1 | $316k | 1.2k | 273.59 |
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| Tesla Motors (TSLA) | 0.1 | $315k | 1.2k | 261.63 |
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| BP Sponsored Adr (BP) | 0.1 | $312k | 9.9k | 31.39 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $299k | 4.0k | 75.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $291k | 1.8k | 165.87 |
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| Compass Diversified Sh Ben Int (CODI) | 0.1 | $288k | 13k | 22.13 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $278k | 6.0k | 46.34 |
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| Yum! Brands (YUM) | 0.1 | $265k | 1.9k | 139.71 |
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| salesforce (CRM) | 0.1 | $261k | 954.00 | 273.57 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $261k | -3% | 4.0k | 64.81 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $251k | 511.00 | 491.27 |
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| Starbucks Corporation (SBUX) | 0.1 | $251k | -19% | 2.6k | 97.49 |
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| Target Corporation (TGT) | 0.1 | $247k | 1.6k | 155.87 |
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| Ihs Holding Ord Shs (IHS) | 0.1 | $242k | 81k | 2.99 |
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| Expedia Group Com New (EXPE) | 0.1 | $237k | 1.6k | 148.02 |
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| Tidal Etf Tr Rpar Risk Pari (RPAR) | 0.1 | $233k | -3% | 11k | 20.61 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $229k | 2.7k | 83.63 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $228k | NEW | 2.2k | 101.28 |
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| Digital Realty Trust (DLR) | 0.0 | $227k | 1.4k | 161.83 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $224k | 7.9k | 28.41 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $223k | 5.3k | 41.95 |
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| Southern Company (SO) | 0.0 | $215k | NEW | 2.4k | 90.18 |
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| Madrigal Pharmaceuticals (MDGL) | 0.0 | $212k | 1.0k | 212.22 |
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| Hillenbrand (HI) | 0.0 | $211k | 7.6k | 27.80 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $209k | 8.7k | 23.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $208k | NEW | 542.00 | 383.93 |
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| Altria (MO) | 0.0 | $206k | NEW | 4.0k | 51.05 |
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| Micron Technology (MU) | 0.0 | $205k | 2.0k | 103.71 |
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| Old Republic International Corporation (ORI) | 0.0 | $203k | NEW | 5.7k | 35.42 |
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| Goodyear Tire & Rubber Company (GT) | 0.0 | $181k | 21k | 8.85 |
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| Stellantis SHS (STLA) | 0.0 | $156k | +7% | 11k | 14.05 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $137k | NEW | 10k | 13.65 |
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| Ford Motor Company (F) | 0.0 | $125k | 12k | 10.56 |
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| Immunic (IMUX) | 0.0 | $49k | 30k | 1.65 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $47k | 15k | 3.12 |
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| Akoustis Technologies (AKTSQ) | 0.0 | $1.7k | 19k | 0.09 |
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Past Filings by Sweet Financial Partners
SEC 13F filings are viewable for Sweet Financial Partners going back to 2021
- Sweet Financial Partners 2024 Q3 filed Oct. 16, 2024
- Sweet Financial Partners 2024 Q2 filed July 18, 2024
- Sweet Financial Partners 2024 Q1 filed April 23, 2024
- Sweet Financial Partners 2023 Q4 filed Jan. 12, 2024
- Sweet Financial Partners 2023 Q3 filed Oct. 23, 2023
- Sweet Financial Partners 2023 Q2 filed July 24, 2023
- Sweet Financial Partners 2023 Q1 filed April 14, 2023
- Sweet Financial Partners 2022 Q4 filed Jan. 19, 2023
- Sweet Financial Partners 2022 Q3 filed Nov. 10, 2022
- Sweet Financial Partners 2022 Q2 filed Aug. 3, 2022
- Sweet Financial Partners 2022 Q1 filed April 22, 2022
- Sweet Financial Partners 2021 Q4 filed Feb. 7, 2022