Sweet Financial Partners

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

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

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Portfolio Holdings for Sweet Financial Partners

Sweet Financial Partners holds 165 positions in its portfolio as reported in the September 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) 17.8 $56M +3% 170k 328.30
Victoryshares Us 500 Enhanced Volatility Wtd Etf Vcshs Us 500 Enh (CFO) 9.5 $30M 465k 64.15
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 5.8 $18M +2% 422k 43.54
First Tr Exchange-traded Risng Divd Achiv (RDVY) 5.7 $18M +7% 462k 38.88
First Tr Exchng Traded Fd Vi Cboe Vest Bufferd (BUFT) 5.1 $16M +7% 884k 18.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.1 $13M +6% 293k 44.36
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 3.4 $11M +8% 509k 20.84
Ishares Tr Exponential Tech (XT) 3.1 $9.7M 217k 44.57
Wisdomtree Tr Em Ex St-owned (XSOE) 2.6 $8.2M +2% 332k 24.62
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.5 $7.9M +3% 210k 37.80
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.4 $7.4M +9% 193k 38.51
Wisdomtree Tr Floating Rat Trea (USFR) 1.7 $5.2M +7% 104k 50.28
Spdr Index Shs Fds S&p North Amer (NANR) 1.6 $5.0M +11% 105k 47.69
Apple (AAPL) 1.1 $3.5M 25k 138.19

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Select Sector Spdr Tr Energy (XLE) 1.0 $3.0M +5% 42k 72.02
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $2.9M -2% 44k 66.09
Spdr Ser Tr S&p Kensho New (KOMP) 0.9 $2.9M -2% 74k 38.58
3M Company (MMM) 0.9 $2.8M -11% 25k 110.50
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.7 $2.3M 43k 53.90
Raymond James Financial (RJF) 0.7 $2.2M 22k 98.83
Hormel Foods Corporation (HRL) 0.7 $2.1M 46k 45.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $2.1M +3% 26k 78.88
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.0M 11k 187.96
Microsoft Corporation (MSFT) 0.6 $2.0M +4% 8.5k 232.93
Cigna Corp (CI) 0.6 $1.9M -2% 6.9k 277.50
UnitedHealth (UNH) 0.5 $1.5M -28% 2.9k 504.92
Dbx Etf Tr Xtrack Msci All (DBAW) 0.5 $1.4M -6% 51k 27.84
Visa Cl A (V) 0.4 $1.4M +4% 7.8k 177.64
Chevron Corporation (CVX) 0.4 $1.3M 9.4k 143.65
Tidal Etf Tr Rpar Risk Pari (RPAR) 0.4 $1.3M -23% 77k 17.33
Nutrien (NTR) 0.4 $1.3M -11% 16k 83.35
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.3M +54% 15k 87.22
Amgen (AMGN) 0.4 $1.3M -23% 5.7k 225.41
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $1.2M -2% 33k 37.67
Home Depot (HD) 0.4 $1.2M +11% 4.4k 275.95
Union Pacific Corporation (UNP) 0.4 $1.2M 6.2k 194.89
Ishares Tr National Mun Etf (MUB) 0.4 $1.2M 12k 102.59
McDonald's Corporation (MCD) 0.4 $1.2M +66% 5.2k 230.67
Miromatrix Med (MIRO) 0.4 $1.2M +160% 271k 4.38
Ishares Tr Morningstar Grwt (ILCG) 0.4 $1.2M 24k 48.26
Merck & Co (MRK) 0.3 $1.1M +104% 13k 86.15
Ishares Tr Core S&p 500 Etf (IVV) 0.3 $1.1M 3.0k 358.72
Deere & Company (DE) 0.3 $1.1M +5% 3.2k 334.06
Enterprise Products Partners (EPD) 0.3 $1.0M 42k 23.79
Eli Lilly & Co. (LLY) 0.3 $980k +4% 3.0k 323.43
Johnson & Johnson (JNJ) 0.3 $975k +6% 6.0k 163.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $969k +18% 3.6k 266.94
CVS Caremark Corporation (CVS) 0.3 $962k 10k 95.34
Vanguard Index Fds Small Cp Etf (VB) 0.3 $957k 5.6k 170.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $956k 26k 36.37
Pepsi (PEP) 0.3 $948k +128% 5.8k 163.22
Abbott Laboratories (ABT) 0.3 $931k +7% 9.6k 96.77
Boeing Company (BA) 0.3 $891k +6% 7.4k 121.06
Amazon (AMZN) 0.3 $884k +3% 7.8k 113.01
Procter & Gamble Company (PG) 0.3 $861k +9% 6.8k 126.19
Cisco Systems (CSCO) 0.3 $815k +19% 20k 40.00
Occidental Petroleum Corporation (OXY) 0.3 $798k 13k 61.45
Amplify Etf Tr Blockchain Ldr (BLOK) 0.2 $781k +3% 42k 18.49
Mastercard Incorporated Cl A (MA) 0.2 $772k +37% 2.7k 284.24
Philip Morris International (PM) 0.2 $747k +17% 9.0k 83.04
Exxon Mobil Corporation (XOM) 0.2 $732k +259% 8.4k 87.36
Corteva (CTVA) 0.2 $727k 13k 57.17
Tyson Foods Cl A (TSN) 0.2 $723k 11k 65.94
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.2 $687k -16% 17k 39.93
Target Corporation (TGT) 0.2 $673k +25% 4.5k 148.34
Ishares Tr Morningstar Valu (ILCV) 0.2 $661k 12k 56.42
Costco Wholesale Corporation (COST) 0.2 $657k NEW 1.4k 472.32
Ishares Tr Core Msci Eafe (IEFA) 0.2 $649k 12k 52.69
Lockheed Martin Corporation (LMT) 0.2 $647k +10% 1.7k 386.04
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $646k +13% 8.1k 79.98
Delta Air Lines Inc Del Com New (DAL) 0.2 $645k 23k 28.04
Citigroup Com New (C) 0.2 $644k 15k 41.69
Bio-techne Corporation (TECH) 0.2 $630k +4% 2.2k 283.78
Marriott Intl Cl A (MAR) 0.2 $623k 4.4k 140.19
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $617k +23% 7.9k 78.37
Select Sector Spdr Tr Financial (XLF) 0.2 $606k 20k 30.37
United Parcel Service CL B (UPS) 0.2 $585k NEW 3.6k 161.47
Meta Platforms Cl A (META) 0.2 $584k NEW 4.3k 135.75
Coca-Cola Company (KO) 0.2 $568k NEW 10k 56.00
Valero Energy Corporation (VLO) 0.2 $557k -16% 5.2k 106.83
Bank of America Corporation (BAC) 0.2 $554k -40% 18k 30.22
Texas Instruments Incorporated (TXN) 0.2 $553k +14% 3.6k 154.86
Canadian Natl Ry (CNI) 0.2 $538k 5.0k 108.05
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $538k 49k 11.08
Intel Corporation (INTC) 0.2 $523k NEW 20k 25.79
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.2 $516k 16k 31.90
Caterpillar (CAT) 0.2 $514k 3.1k 164.16
Qualcomm (QCOM) 0.2 $512k +16% 4.5k 113.02
Rio Tinto Sponsored Adr (RIO) 0.2 $508k +13% 9.2k 55.09
ConocoPhillips (COP) 0.2 $503k 4.9k 102.34
Walt Disney Company (DIS) 0.2 $496k +17% 5.3k 94.26
Pfizer (PFE) 0.2 $489k -47% 11k 43.78
Wal-Mart Stores (WMT) 0.2 $484k -3% 3.7k 129.65
S&p Global (SPGI) 0.2 $476k NEW 1.6k 305.13
First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.2 $472k 12k 40.55
MGM Resorts International. (MGM) 0.1 $461k 16k 29.74
JPMorgan Chase & Co. (JPM) 0.1 $456k -44% 4.4k 104.44
General Motors Company (GM) 0.1 $450k +11% 14k 32.06
Broadcom (AVGO) 0.1 $444k NEW 1.0k 444.00
Stellantis SHS (STLA) 0.1 $427k 36k 11.83
Goldman Sachs Bdc SHS (GSBD) 0.1 $427k 30k 14.44
Hldgs (UAL) 0.1 $415k 13k 32.56
Stryker Corporation (SYK) 0.1 $407k 2.0k 202.49
Us Bancorp Del Com New (USB) 0.1 $404k +14% 10k 40.32
Ishares Tr Devsmcp (IEUS) 0.1 $399k 9.8k 40.90
Netflix (NFLX) 0.1 $397k +6% 1.7k 235.33
Abbvie (ABBV) 0.1 $397k 3.0k 134.17
Uber Technologies (UBER) 0.1 $396k 15k 26.51
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $395k -60% 20k 20.21
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $392k 10k 39.20
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $383k 8.5k 45.11
Ishares Tr North Amern Nat (IGE) 0.1 $376k 11k 34.71
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $363k 2.9k 126.92
Blackstone Group Inc Com Cl A (BX) 0.1 $360k -49% 4.3k 83.64
Goodyear Tire & Rubber Company (GT) 0.1 $355k 35k 10.08
Wells Fargo & Company (WFC) 0.1 $355k +29% 8.8k 40.14
Southwest Airlines (LUV) 0.1 $355k 12k 30.88
Telephone & Data Sys Com New (TDS) 0.1 $348k 25k 13.92
Tesla Motors (TSLA) 0.1 $337k +169% 1.3k 264.94
Honeywell International (HON) 0.1 $335k 2.0k 166.75
Waste Management (WM) 0.1 $333k +31% 2.1k 160.40
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $324k -19% 14k 23.79
Oracle Corporation (ORCL) 0.1 $323k 5.3k 61.04
Global X Fds Conscious Cos (KRMA) 0.1 $322k 13k 25.48
Starbucks Corporation (SBUX) 0.1 $318k 3.8k 84.28
Lazard Shs A (LAZ) 0.1 $318k 10k 31.80
International Business Machines (IBM) 0.1 $306k 2.6k 118.83
Ishares Global Healthcare Etf Glob Hlthcre Etf (IXJ) 0.1 $300k 4.0k 75.38
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $300k 15k 20.00
Ishares Core Msci Emkt (IEMG) 0.1 $300k 7.0k 43.02
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $294k -5% 956.00 307.53
BP Sponsored Adr (BP) 0.1 $291k 10k 28.60
Radian (RDN) 0.1 $289k 15k 19.27
Dow (DOW) 0.1 $287k -4% 6.5k 43.91
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $285k 7.6k 37.50
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $281k 6.8k 41.08
Boston Beer Cl A (SAM) 0.1 $275k 850.00 323.53
Paccar (PCAR) 0.1 $267k 3.2k 83.57
Lumentum Hldgs (LITE) 0.1 $262k 3.8k 68.50
Caci Intl Cl A (CACI) 0.1 $261k 1.0k 261.00
Norwegian Cruise Line Hldg SHS (NCLH) 0.1 $261k 23k 11.37
Canadian Pacific Railway (CP) 0.1 $255k 3.8k 66.60
Cummins (CMI) 0.1 $254k 1.3k 203.20
Prologis (PLD) 0.1 $254k NEW 2.5k 101.60
Southern Company (SO) 0.1 $245k +10% 3.6k 67.94
Ishares Tr U.s. Energy Etf (IYE) 0.1 $236k 6.0k 39.33
Capital One Financial (COF) 0.1 $233k 2.5k 92.09
Cabot Oil & Gas Corporation (CTRA) 0.1 $233k 8.9k 26.14
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $228k 5.1k 45.15
Axon Enterprise (AXON) 0.1 $227k NEW 2.0k 115.82
Invesco Exchange Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $223k 5.5k 40.55
Fastenal Company (FAST) 0.1 $221k +2% 4.8k 46.14
Science App Int'l (SAIC) 0.1 $221k -44% 2.5k 88.40
Medtronic SHS (MDT) 0.1 $221k 2.7k 80.60
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $215k 981.00 219.16
Invesco Exchange Traded Fd T Dynmc Semicndt (PSI) 0.1 $206k NEW 2.3k 89.88
Polaris Industries (PII) 0.1 $205k 2.1k 95.48
TJX Companies (TJX) 0.1 $205k NEW 3.3k 62.12
Yum! Brands (YUM) 0.1 $202k 1.9k 106.32
Vanguard Whitehallfds High Div Yld (VYM) 0.1 $201k 2.1k 94.77
Sealed Air (SEE) 0.1 $200k 4.5k 44.44
Ford Motor Company (F) 0.0 $156k +3% 14k 11.21
Ihs Holding Ord Shs (IHS) 0.0 $153k NEW 28k 5.56
Arts-Way Manufacturing (ARTW) 0.0 $80k 44k 1.83
Nokia Corp Sponsored Adr (NOK) 0.0 $59k 14k 4.29

Past Filings by Sweet Financial Partners

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