Sweet Financial Partners

Latest statistics and disclosures from Sweet Financial Partners's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Past Filings by Sweet Financial Partners

SEC 13F filings are viewable for Sweet Financial Partners going back to 2021