Sweet Financial Partners

Sweet Financial Partners as of Dec. 31, 2021

Portfolio Holdings for Sweet Financial Partners

Sweet Financial Partners holds 156 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 15.9 $38M 493k 77.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.2 $37M 84k 436.57
Ishares Tr Exponential Tech (XT) 8.7 $21M 317k 66.07
Columbia Etf Tr I Diversifid Fxd (DIAL) 7.8 $19M 882k 21.31
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 6.9 $17M 311k 53.22
Wisdomtree Tr Em Ex St-owned (XSOE) 2.6 $6.4M 173k 36.85
Spdr Ser Tr S&p Kensho New (KOMP) 1.7 $4.2M 71k 58.94
Apple (AAPL) 1.3 $3.1M 17k 177.55
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.2 $2.9M 45k 65.87
3M Company (MMM) 1.1 $2.7M 15k 177.64
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.7M 10k 254.75
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $2.5M 31k 80.91
Dbx Etf Tr Xtrack Msci All (DBAW) 1.0 $2.5M 75k 33.69
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 1.0 $2.4M 57k 42.90
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $2.4M 22k 107.44
Select Sector Spdr Tr Energy (XLE) 1.0 $2.3M 41k 55.51
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.9 $2.1M 51k 40.33
Hormel Foods Corporation (HRL) 0.9 $2.1M 42k 48.82
Raymond James Financial (RJF) 0.8 $2.0M 20k 100.40
First Tr Exchange Traded Dj Intl Intrnt (FDNI) 0.8 $1.9M 53k 36.05
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.7 $1.8M 35k 51.79
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $1.5M 34k 44.35
Microsoft Corporation (MSFT) 0.6 $1.4M 4.2k 336.30
Nutrien (NTR) 0.6 $1.4M 19k 75.19
Union Pacific Corporation (UNP) 0.6 $1.3M 5.3k 251.97
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $1.3M 26k 51.07
Bio-techne Corporation (TECH) 0.5 $1.3M 2.4k 517.36
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.2M 5.4k 226.09
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.2M 16k 74.63
Cigna Corp (CI) 0.5 $1.1M 4.8k 229.68
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.1M 9.7k 114.46
UnitedHealth (UNH) 0.4 $1.0M 2.1k 502.16
CVS Caremark Corporation (CVS) 0.4 $1.0M 9.8k 103.12
Chevron Corporation (CVX) 0.4 $995k 8.5k 117.29
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.4 $957k 18k 52.80
Boeing Company (BA) 0.4 $933k 4.6k 201.42
Delta Air Lines Inc Del Com New (DAL) 0.4 $867k 22k 39.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $819k 2.7k 299.12
Enterprise Products Partners (EPD) 0.3 $813k 37k 21.97
Advanced Drain Sys Inc Del (WMS) 0.3 $806k 5.9k 136.06
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.3 $799k 10k 77.05
Home Depot (HD) 0.3 $797k 1.9k 415.10
Visa Com Cl A (V) 0.3 $789k 3.6k 216.58
Tyson Foods Cl A (TSN) 0.3 $772k 8.9k 87.20
Amgen (AMGN) 0.3 $770k 3.4k 225.08
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $770k 6.5k 118.74
Citigroup Com New (C) 0.3 $744k 12k 60.43
Uber Technologies (UBER) 0.3 $728k 17k 41.95
Amazon (AMZN) 0.3 $720k 216.00 3333.33
Select Sector Spdr Tr Financial (XLF) 0.3 $688k 18k 39.07
Ishares Tr Devsmcp Exna Etf (IEUS) 0.3 $679k 9.8k 69.61
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $667k 5.8k 115.20
Caterpillar (CAT) 0.3 $625k 3.0k 206.89
First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.3 $618k 12k 53.09
Canadian Natl Ry (CNI) 0.3 $612k 5.0k 122.92
Walt Disney Company (DIS) 0.3 $611k 3.9k 154.96
Abbott Laboratories (ABT) 0.3 $609k 4.3k 140.65
Amplify Etf Tr Blockchain Ldr (BLOK) 0.3 $605k 15k 40.17
Corteva (CTVA) 0.2 $601k 13k 47.27
Goldman Sachs Bdc SHS (GSBD) 0.2 $567k 30k 19.17
General Motors Company (GM) 0.2 $565k 9.6k 58.63
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.2 $564k 12k 49.17
Rio Tinto Sponsored Adr (RIO) 0.2 $536k 8.0k 66.96
Pfizer (PFE) 0.2 $533k 9.0k 59.03
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $523k 5.1k 102.43
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $523k 2.9k 182.87
Stryker Corporation (SYK) 0.2 $518k 1.9k 267.42
Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $514k 10k 51.40
Blackstone Group Inc Com Cl A (BX) 0.2 $511k 4.0k 129.37
Wal-Mart Stores (WMT) 0.2 $491k 3.4k 144.79
Merck & Co (MRK) 0.2 $481k 6.3k 76.71
Bank of America Corporation (BAC) 0.2 $476k 11k 44.46
Hldgs (UAL) 0.2 $470k 11k 43.77
Tidal Etf Tr Rpar Risk Pari (RPAR) 0.2 $467k 19k 25.06
Telephone & Data Sys Com New (TDS) 0.2 $453k 23k 20.13
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $447k 975.00 458.46
Pepsi (PEP) 0.2 $445k 2.6k 173.69
Us Bancorp Del Com New (USB) 0.2 $443k 7.9k 56.16
Procter & Gamble Company (PG) 0.2 $440k 2.7k 163.45
Deere & Company (DE) 0.2 $436k 1.3k 342.77
Global X Fds Conscious Cos (KRMA) 0.2 $436k 13k 34.51
Stellantis SHS (STLA) 0.2 $431k 23k 18.74
Valero Energy Corporation (VLO) 0.2 $424k 5.6k 75.15
Ishares Core Msci Emkt (IEMG) 0.2 $423k 7.1k 59.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $412k 6.7k 61.34
Caci Intl Cl A (CACI) 0.2 $406k 1.5k 269.23
Lumentum Hldgs (LITE) 0.2 $405k 3.8k 105.69
Alphabet Cap Stk Cl A (GOOGL) 0.2 $403k 139.00 2899.28
Target Corporation (TGT) 0.2 $401k 1.7k 231.26
Southwest Airlines (LUV) 0.2 $397k 9.3k 42.85
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $391k 48k 8.24
Science App Int'l (SAIC) 0.2 $376k 4.5k 83.56
ON Semiconductor (ON) 0.2 $368k 5.4k 67.91
Capital One Financial (COF) 0.2 $363k 2.5k 145.20
Marriott Intl Cl A (MAR) 0.1 $354k 2.1k 165.03
ConocoPhillips (COP) 0.1 $350k 4.8k 72.18
JPMorgan Chase & Co. (JPM) 0.1 $343k 2.2k 158.36
Ishares Tr North Amern Nat (IGE) 0.1 $341k 11k 31.48
MGM Resorts International. (MGM) 0.1 $337k 7.5k 44.93
Oracle Corporation (ORCL) 0.1 $333k 3.8k 87.10
Johnson & Johnson (JNJ) 0.1 $324k 1.9k 171.07
Abbvie (ABBV) 0.1 $321k 2.4k 135.33
Radian (RDN) 0.1 $317k 15k 21.13
Honeywell International (HON) 0.1 $312k 1.5k 208.42
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $310k 16k 19.74
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $308k 5.1k 60.53
Sealed Air (SEE) 0.1 $304k 4.5k 67.56
Snap Cl A (SNAP) 0.1 $298k 6.3k 47.04
Wells Fargo & Company (WFC) 0.1 $296k 6.2k 47.94
Fastenal Company (FAST) 0.1 $296k 4.6k 64.01
Freeport-mcmoran CL B (FCX) 0.1 $290k 6.9k 41.74
Goodyear Tire & Rubber Company (GT) 0.1 $287k 14k 21.33
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $279k 4.6k 60.92
Dow (DOW) 0.1 $279k 4.9k 56.64
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $277k 3.1k 90.23
Axon Enterprise (AXON) 0.1 $276k 1.8k 156.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $271k 959.00 282.59
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $268k 7.6k 35.26
Medtronic SHS (MDT) 0.1 $266k 2.6k 103.38
Yum! Brands (YUM) 0.1 $264k 1.9k 138.95
BP Sponsored Adr (BP) 0.1 $262k 9.8k 26.67
Hillenbrand (HI) 0.1 $260k 5.0k 52.00
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $260k 5.0k 52.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $259k 546.00 474.36
McDonald's Corporation (MCD) 0.1 $253k 942.00 268.58
Boston Beer Cl A (SAM) 0.1 $253k 500.00 506.00
Infosys Sponsored Adr (INFY) 0.1 $251k 9.9k 25.34
TJX Companies (TJX) 0.1 $251k 3.3k 76.06
Tesla Motors (TSLA) 0.1 $248k 235.00 1055.32
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $242k 12k 20.75
Eli Lilly & Co. (LLY) 0.1 $241k 874.00 275.74
Meta Platforms Cl A (META) 0.1 $239k 712.00 335.67
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $238k 2.1k 112.21
Cisco Systems (CSCO) 0.1 $232k 3.7k 63.39
Amplify Etf Tr Blackswan Grwt (SWAN) 0.1 $230k 6.7k 34.54
Gilead Sciences (GILD) 0.1 $225k 3.1k 72.67
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $223k 2.0k 113.03
Ishares Tr Msci Eafe Etf (EFA) 0.1 $220k 2.8k 78.63
Applied Materials (AMAT) 0.1 $216k 1.4k 157.09
Nokia Corp Sponsored Adr (NOK) 0.1 $212k 34k 6.21
Apa Corporation (APA) 0.1 $211k 7.8k 26.89
First Tr Value Line Divid In SHS (FVD) 0.1 $209k 4.9k 43.03
Pool Corporation (POOL) 0.1 $209k 370.00 564.86
Norfolk Southern (NSC) 0.1 $208k 700.00 297.14
Te Connectivity SHS (TEL) 0.1 $207k 1.3k 161.59
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $206k 2.8k 72.92
Quanta Services (PWR) 0.1 $205k 1.8k 114.46
Alphabet Cap Stk Cl C (GOOG) 0.1 $205k 71.00 2887.32
Organon & Co Common Stock (OGN) 0.1 $204k 6.7k 30.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $202k 837.00 241.34
Genco Shipping & Trading SHS (GNK) 0.1 $200k 13k 16.00
Arts-Way Manufacturing (ARTW) 0.1 $155k 44k 3.55
Cohen & Steers Clsd-End Optuny Fnd (FOF) 0.1 $151k 10k 14.78
Flexible Solutions International (FSI) 0.0 $65k 17k 3.87
Bgc Partners Cl A 0.0 $47k 10k 4.70
Miromatrix Med 0.0 $47k 10k 4.70