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 36.93% of Sweet Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: LMBS (+$11M), FTGS (+$9.6M), IJH, NVDA, COP, QCOM, LMT, COST, CMCSA, SCHD.
- Started 21 new stock positions in FDL, BOAT, LMT, PCAR, RBLX, CMCSA, ISRG, UNG, DLR, CRWD. ADM, SCHA, FTGS, FVD, BAX, NKE, MU, MDGL, AMD, LMBS, QCOM.
- Reduced shares in these 10 stocks: FIXD (-$18M), BUFR (-$12M), BUFT (-$9.7M), USFR, VOO, MRK, VTV, ABT, MMC, META.
- Sold out of its positions in CMI, XSLV, SPEM, UPS, United States Natural Gas Fund, Lp etf, WBA, USFR.
- Sweet Financial Partners was a net seller of stock by $-12M.
- Sweet Financial Partners has $433M in assets under management (AUM), dropping by 3.02%.
- Central Index Key (CIK): 0001908936
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Portfolio Holdings for Sweet Financial Partners
Sweet Financial Partners holds 196 positions in its portfolio as reported in the March 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) | 19.2 | $83M | -2% | 173k | 480.70 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 5.4 | $23M | +7% | 288k | 80.63 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 5.2 | $22M | 399k | 56.17 |
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| Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU) | 4.5 | $20M | +6% | 334k | 58.65 |
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| Ishares Tr Exponential Tech (XT) | 2.6 | $11M | 191k | 59.62 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 2.5 | $11M | 178k | 61.66 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 2.5 | $11M | NEW | 227k | 48.25 |
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| First Tr Exchange-traded Growth Strength (FTGS) | 2.2 | $9.6M | NEW | 313k | 30.71 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 2.1 | $8.9M | -10% | 158k | 56.39 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 2.0 | $8.6M | +10% | 291k | 29.46 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 1.8 | $8.0M | +3% | 268k | 29.77 |
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| Apple (AAPL) | 1.6 | $6.7M | +9% | 39k | 171.48 |
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| Spdr Index Shs Fds S&p North Amer (NANR) | 1.5 | $6.7M | +24% | 123k | 54.58 |
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| Microsoft Corporation (MSFT) | 1.5 | $6.5M | 15k | 420.72 |
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| Visa Com Cl A (V) | 0.9 | $3.9M | +6% | 14k | 279.07 |
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| Eli Lilly & Co. (LLY) | 0.9 | $3.8M | 4.8k | 777.92 |
|
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.8 | $3.6M | 48k | 76.09 |
|
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| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.8 | $3.6M | +15% | 39k | 93.24 |
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| UnitedHealth (UNH) | 0.8 | $3.6M | +8% | 7.2k | 494.71 |
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| Select Sector Spdr Tr Energy (XLE) | 0.8 | $3.5M | 37k | 94.41 |
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| Home Depot (HD) | 0.8 | $3.5M | +5% | 9.1k | 383.60 |
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| NVIDIA Corporation (NVDA) | 0.8 | $3.3M | +198% | 3.7k | 903.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $3.2M | +474% | 53k | 60.74 |
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| Abbvie (ABBV) | 0.7 | $3.2M | +3% | 18k | 182.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.1M | +15% | 20k | 152.26 |
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| Amazon (AMZN) | 0.7 | $3.0M | 17k | 180.38 |
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| McDonald's Corporation (MCD) | 0.7 | $3.0M | +6% | 11k | 281.94 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.7 | $2.9M | -2% | 38k | 76.19 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $2.9M | +5% | 6.1k | 481.54 |
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| Spdr Ser Tr S&p Kensho New (KOMP) | 0.7 | $2.9M | 60k | 48.08 |
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| Pepsi (PEP) | 0.6 | $2.7M | +20% | 16k | 175.01 |
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| Procter & Gamble Company (PG) | 0.6 | $2.7M | +6% | 17k | 162.25 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.6 | $2.7M | -2% | 24k | 110.50 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.7M | 11k | 249.87 |
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| Broadcom (AVGO) | 0.6 | $2.6M | -2% | 2.0k | 1325.46 |
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| Amgen (AMGN) | 0.6 | $2.6M | -31% | 9.2k | 284.31 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $2.6M | 51k | 51.60 |
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| ConocoPhillips (COP) | 0.6 | $2.6M | +274% | 20k | 127.28 |
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| 3M Company (MMM) | 0.6 | $2.6M | -8% | 24k | 106.07 |
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| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.6 | $2.5M | -82% | 88k | 27.96 |
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| Raymond James Financial (RJF) | 0.5 | $2.3M | -15% | 18k | 128.42 |
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| Cisco Systems (CSCO) | 0.5 | $2.2M | +13% | 44k | 49.91 |
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| Costco Wholesale Corporation (COST) | 0.5 | $2.1M | +444% | 2.9k | 732.55 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $2.1M | 26k | 83.58 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.1M | +30% | 13k | 158.19 |
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| Automatic Data Processing (ADP) | 0.5 | $2.1M | +6% | 8.3k | 249.74 |
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| Coca-Cola Company (KO) | 0.5 | $2.0M | +35% | 33k | 61.18 |
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| Meta Platforms Cl A (META) | 0.4 | $1.9M | -41% | 3.9k | 485.60 |
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| Qualcomm (QCOM) | 0.4 | $1.9M | NEW | 11k | 169.29 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.9M | NEW | 4.1k | 454.90 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.4 | $1.8M | 24k | 75.48 |
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| Chevron Corporation (CVX) | 0.4 | $1.8M | 11k | 157.73 |
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| CVS Caremark Corporation (CVS) | 0.4 | $1.8M | +6% | 22k | 79.76 |
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| Cigna Corp (CI) | 0.4 | $1.8M | -29% | 4.9k | 363.21 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.8M | 7.7k | 228.59 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $1.7M | NEW | 40k | 43.35 |
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| Cnh Indl N V SHS (CNHI) | 0.4 | $1.7M | +3% | 131k | 12.96 |
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| Nike CL B (NKE) | 0.4 | $1.7M | NEW | 18k | 93.98 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.6M | 15k | 110.52 |
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| Hormel Foods Corporation (HRL) | 0.4 | $1.6M | 46k | 34.89 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.6M | 3.0k | 525.72 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.4 | $1.6M | 32k | 48.77 |
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| Nutrien (NTR) | 0.4 | $1.5M | +23% | 29k | 54.31 |
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| Boeing Company (BA) | 0.4 | $1.5M | +4% | 7.9k | 192.99 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.5M | +21% | 8.7k | 174.21 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $1.5M | -2% | 14k | 107.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | +3% | 3.5k | 420.52 |
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| Tyson Foods Cl A (TSN) | 0.3 | $1.4M | +19% | 24k | 58.73 |
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| Merck & Co (MRK) | 0.3 | $1.4M | -55% | 10k | 131.95 |
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| Vanguard Tax-managed Fds Vanguard Tax-managed Fds (VEA) | 0.3 | $1.3M | -30% | 27k | 50.17 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $1.3M | 27k | 47.87 |
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| Deere & Company (DE) | 0.3 | $1.3M | 3.1k | 410.72 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.2M | -5% | 5.0k | 245.94 |
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| Enterprise Products Partners (EPD) | 0.3 | $1.2M | +2% | 42k | 29.18 |
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| Intel Corporation (INTC) | 0.3 | $1.1M | 26k | 44.17 |
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| Walt Disney Company (DIS) | 0.3 | $1.1M | 9.2k | 122.36 |
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| Citigroup Com New (C) | 0.3 | $1.1M | 17k | 63.24 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.1M | +12% | 68k | 15.73 |
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| Scotts Miracle-gro Cl A (SMG) | 0.2 | $1.0M | 14k | 74.59 |
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| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.2 | $1.0M | -12% | 29k | 36.44 |
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| Valero Energy Corporation (VLO) | 0.2 | $1.0M | 6.0k | 170.69 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $991k | 13k | 74.22 |
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| Abbott Laboratories (ABT) | 0.2 | $945k | -61% | 8.3k | 113.66 |
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| Ishares Tr Morningstar Valu (ILCV) | 0.2 | $930k | 12k | 76.86 |
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| First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) | 0.2 | $929k | -91% | 44k | 21.35 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $841k | 20k | 42.12 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $820k | +8% | 13k | 63.74 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $808k | -7% | 7.1k | 114.14 |
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| Bank of America Corporation (BAC) | 0.2 | $783k | +5% | 21k | 37.92 |
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| Indexiq Active Etf Tr Iq Mackay Insred (MMIN) | 0.2 | $765k | 32k | 24.30 |
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| Dbx Etf Tr Xtrack Msci All (DBAW) | 0.2 | $759k | 23k | 32.82 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $752k | 8.5k | 88.17 |
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| First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) | 0.2 | $745k | 19k | 38.71 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $734k | -55% | 6.3k | 116.25 |
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| Lazard Ltd Shs -a - (LAZ) | 0.2 | $733k | +2% | 18k | 41.87 |
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| MGM Resorts International. (MGM) | 0.2 | $732k | 16k | 47.21 |
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| Corteva (CTVA) | 0.2 | $730k | 13k | 57.67 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $725k | 1.4k | 524.25 |
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| Wal-Mart Stores (WMT) | 0.2 | $724k | +203% | 12k | 60.17 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.2 | $708k | 16k | 43.38 |
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| Stryker Corporation (SYK) | 0.2 | $695k | -4% | 1.9k | 357.81 |
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| Pfizer (PFE) | 0.2 | $681k | +32% | 25k | 27.75 |
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| Jpmorgan Chase & Co =VLOOKUP(C113,Sheet1!A:C,3,FALSE) (JPM) | 0.2 | $676k | -27% | 3.4k | 200.27 |
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| Us Bancorp Del Us Bancorp Del (USB) | 0.2 | $667k | -6% | 15k | 44.70 |
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| Canadian Natl Ry (CNI) | 0.2 | $653k | 5.0k | 131.71 |
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| American Tower Reit (AMT) | 0.1 | $648k | 3.3k | 197.59 |
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| Bio-techne Corporation (TECH) | 0.1 | $625k | 8.9k | 70.39 |
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| Oracle Corporation (ORCL) | 0.1 | $624k | -2% | 5.0k | 125.62 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $611k | -69% | 3.0k | 205.99 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $601k | 12k | 50.12 |
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| Capital One Financial (COF) | 0.1 | $600k | 4.0k | 148.89 |
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| Caterpillar (CAT) | 0.1 | $596k | 1.6k | 366.41 |
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| International Business Machines (IBM) | 0.1 | $592k | 3.1k | 190.96 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $587k | 9.0k | 64.99 |
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| Axon Enterprise (AXON) | 0.1 | $582k | -5% | 1.9k | 312.88 |
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| General Motors Company (GM) | 0.1 | $572k | 13k | 45.35 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $566k | -96% | 13k | 43.60 |
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| Darling International (DAR) | 0.1 | $553k | -25% | 12k | 46.51 |
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| Ishares Tr Devsmcp Exna Etf (IEUS) | 0.1 | $553k | 9.8k | 56.64 |
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| Marriott Intl Cl A (MAR) | 0.1 | $552k | -50% | 2.2k | 252.31 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $546k | 4.2k | 131.36 |
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| Prologis (PLD) | 0.1 | $541k | 4.2k | 130.22 |
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| Netflix (NFLX) | 0.1 | $527k | -35% | 867.00 | 607.33 |
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| Verizon Communications (VZ) | 0.1 | $522k | 12k | 41.96 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $482k | 2.8k | 175.27 |
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| Iac Com New (IAC) | 0.1 | $480k | 9.0k | 53.34 |
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| Block Cl A (SQ) | 0.1 | $475k | 5.6k | 84.58 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $475k | +3% | 17k | 28.76 |
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| Hldgs (UAL) | 0.1 | $474k | 9.9k | 47.88 |
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| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.1 | $465k | 8.5k | 54.71 |
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| Waste Management (WM) | 0.1 | $447k | 2.1k | 213.14 |
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| Stellantis SHS (STLA) | 0.1 | $441k | -28% | 16k | 28.30 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $440k | -20% | 21k | 21.15 |
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| Honeywell International (HON) | 0.1 | $424k | 2.1k | 205.23 |
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| 4068594 Enphase Energy (ENPH) | 0.1 | $423k | 3.5k | 120.98 |
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| Uber Technologies (UBER) | 0.1 | $400k | -39% | 5.2k | 76.99 |
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| Ishares Tr North Amern Nat (IGE) | 0.1 | $397k | 8.8k | 44.99 |
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| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.1 | $388k | 6.9k | 56.43 |
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| Wells Fargo & Company (WFC) | 0.1 | $385k | -32% | 6.6k | 57.96 |
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| Dow (DOW) | 0.1 | $383k | 6.6k | 57.93 |
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| Hillenbrand (HI) | 0.1 | $382k | 7.6k | 50.29 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $382k | -81% | 2.3k | 162.87 |
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| BP Sponsored Adr (BP) | 0.1 | $380k | 10k | 37.68 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $378k | 5.2k | 72.36 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $372k | NEW | 1.2k | 320.59 |
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| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.1 | $371k | 15k | 24.76 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $371k | 4.0k | 93.15 |
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| Fastenal Company (FAST) | 0.1 | $370k | 4.8k | 77.14 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $367k | 7.5k | 48.99 |
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| TJX Companies (TJX) | 0.1 | $361k | 3.6k | 101.42 |
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| United Sts Nat Gas Unit Par (UNG) | 0.1 | $349k | NEW | 24k | 14.57 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $341k | +11% | 10k | 33.96 |
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| FedEx Corporation (FDX) | 0.1 | $336k | +11% | 1.2k | 289.69 |
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| Lincoln National Corporation (LNC) | 0.1 | $326k | 10k | 31.93 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $322k | 2.3k | 139.01 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $321k | +3% | 4.4k | 72.34 |
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| Lumentum Hldgs (LITE) | 0.1 | $320k | 6.8k | 47.35 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $319k | 5.6k | 57.23 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $317k | 5.2k | 60.78 |
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| Philip Morris International (PM) | 0.1 | $314k | 3.4k | 91.62 |
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| Compass Diversified Sh Ben Int (CODI) | 0.1 | $313k | +30% | 13k | 24.07 |
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| salesforce (CRM) | 0.1 | $308k | +2% | 1.0k | 301.18 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $306k | -24% | 4.2k | 72.62 |
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| Lam Research Corporation (LRCX) | 0.1 | $298k | 306.00 | 972.10 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $296k | 6.0k | 49.40 |
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| Starbucks Corporation (SBUX) | 0.1 | $292k | -5% | 3.2k | 91.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $289k | -7% | 553.00 | 523.07 |
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| Ihs Holding Ord Shs (IHS) | 0.1 | $286k | +15% | 81k | 3.53 |
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| Target Corporation (TGT) | 0.1 | $281k | 1.6k | 177.21 |
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| Tesla Motors (TSLA) | 0.1 | $280k | +3% | 1.6k | 175.79 |
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| Goodyear Tire & Rubber Company (GT) | 0.1 | $279k | 20k | 13.73 |
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| Tidal Etf Tr Sonicshares Gbl (BOAT) | 0.1 | $278k | NEW | 9.3k | 30.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $272k | -6% | 1.8k | 150.93 |
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| Madrigal Pharmaceuticals (MDGL) | 0.1 | $267k | NEW | 1.0k | 267.04 |
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| Yum! Brands (YUM) | 0.1 | $263k | 1.9k | 138.65 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $249k | 8.9k | 27.88 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $247k | NEW | 6.5k | 38.18 |
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| Tidal Etf Tr Rpar Risk Pari (RPAR) | 0.1 | $230k | -40% | 12k | 19.27 |
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| Paccar (PCAR) | 0.1 | $229k | NEW | 1.8k | 123.89 |
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| Exchange Traded Concepts Tr Robo Gbl Hltcr (HTEC) | 0.1 | $228k | 8.0k | 28.43 |
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| Advanced Micro Devices (AMD) | 0.1 | $228k | NEW | 1.3k | 180.49 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $223k | 2.8k | 79.86 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $223k | NEW | 3.5k | 62.81 |
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| Expedia Group Com New (EXPE) | 0.1 | $220k | 1.6k | 137.75 |
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| Baxter International (BAX) | 0.1 | $219k | NEW | 5.1k | 42.74 |
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| Micron Technology (MU) | 0.1 | $219k | NEW | 1.9k | 117.88 |
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| Polaris Industries (PII) | 0.0 | $214k | 2.1k | 100.10 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $205k | NEW | 5.3k | 38.48 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $204k | NEW | 4.1k | 49.24 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $202k | NEW | 506.00 | 399.09 |
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| Digital Realty Trust (DLR) | 0.0 | $202k | NEW | 1.4k | 144.04 |
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| First Tr Value Line Divid In SHS (FVD) | 0.0 | $202k | NEW | 4.8k | 42.23 |
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| Ford Motor Company (F) | 0.0 | $171k | 13k | 13.28 |
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| Immunic (IMUX) | 0.0 | $39k | 30k | 1.32 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $39k | 15k | 2.59 |
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| Akoustis Technologies (AKTS) | 0.0 | $6.9k | +4% | 12k | 0.59 |
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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 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