Sweet Financial Partners

Sweet Financial Partners as of March 31, 2022

Portfolio Holdings for Sweet Financial Partners

Sweet Financial Partners holds 172 positions in its portfolio as reported in the March 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) 11.5 $43M 103k 415.17
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 9.0 $33M 451k 74.05
Tidal Etf Tr Rpar Risk Pari (RPAR) 6.0 $22M 940k 23.66
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 4.8 $18M 363k 49.58
Columbia Etf Tr I Diversifid Fxd (DIAL) 4.4 $17M 845k 19.49
Dbx Etf Tr Xtrack Msci All (DBAW) 4.1 $15M 477k 32.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.7 $14M 237k 57.59
Spdr Ser Tr S&p Kensho New (KOMP) 3.6 $13M 258k 51.97
Ishares Tr Exponential Tech (XT) 3.5 $13M 224k 59.04
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 3.2 $12M 300k 40.03
Ishares Tr Aggres Alloc Etf (AOA) 3.2 $12M 174k 68.94
Wisdomtree Tr Em Ex St-owned (XSOE) 2.8 $11M 324k 32.66
Amplify Etf Tr Blackswan Grwt (SWAN) 2.8 $10M 329k 31.32
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.5 $9.5M 201k 47.36
First Tr Exchange-traded Risng Divd Achiv (RDVY) 2.2 $8.2M 168k 49.00
Ishares Tr Modert Alloc Etf (AOM) 1.5 $5.6M 131k 42.97
Apple (AAPL) 1.1 $4.1M 24k 174.63
3M Company (MMM) 1.1 $4.1M 27k 148.87
Cambria Etf Tr Tail Risk (TAIL) 1.0 $3.7M 225k 16.65
Select Sector Spdr Tr Energy (XLE) 0.9 $3.2M 42k 76.44
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $2.8M 44k 63.68
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $2.6M 25k 101.28
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $2.5M 11k 237.86
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $2.4M 31k 77.58
Raymond James Financial (RJF) 0.6 $2.4M 22k 109.92
Hormel Foods Corporation (HRL) 0.6 $2.3M 45k 51.53
Microsoft Corporation (MSFT) 0.5 $2.0M 6.6k 308.27
Nutrien (NTR) 0.5 $2.0M 20k 103.99
UnitedHealth (UNH) 0.5 $1.9M 3.8k 509.83
Union Pacific Corporation (UNP) 0.5 $1.8M 6.4k 273.26
Cigna Corp (CI) 0.5 $1.7M 7.1k 239.63
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $1.5M 35k 44.42
Chevron Corporation (CVX) 0.4 $1.5M 9.2k 162.86
Visa Com Cl A (V) 0.4 $1.5M 6.6k 221.70
Amplify Etf Tr Blockchain Ldr (BLOK) 0.3 $1.3M 37k 34.20
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $1.3M 26k 48.04
Deere & Company (DE) 0.3 $1.3M 3.0k 415.46
Amgen (AMGN) 0.3 $1.2M 4.9k 241.74
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.2M 5.6k 212.60
Home Depot (HD) 0.3 $1.1M 3.8k 299.29
Enterprise Products Partners (EPD) 0.3 $1.1M 42k 25.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 3.1k 353.00
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.1M 9.8k 107.91
Amazon (AMZN) 0.3 $1.0M 310.00 3261.29
CVS Caremark Corporation (CVS) 0.3 $1.0M 10k 101.17
Bio-techne Corporation (TECH) 0.3 $1.0M 2.3k 432.99
Occidental Petroleum Corporation (OXY) 0.3 $1.0M 18k 56.73
Boeing Company (BA) 0.3 $983k 5.1k 191.51
Tyson Foods Cl A (TSN) 0.3 $974k 11k 89.65
Bank of America Corporation (BAC) 0.3 $966k 23k 41.21
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $963k 18k 53.13
Pfizer (PFE) 0.3 $955k 19k 51.76
Delta Air Lines Inc Del Com New (DAL) 0.2 $913k 23k 39.58
Blackstone Group Inc Com Cl A (BX) 0.2 $906k 7.1k 126.98
Johnson & Johnson (JNJ) 0.2 $892k 5.0k 177.27
Abbott Laboratories (ABT) 0.2 $879k 7.4k 118.30
Ishares Tr Core Msci Eafe (IEFA) 0.2 $860k 12k 69.55
Citigroup Com New (C) 0.2 $808k 15k 53.41
Procter & Gamble Company (PG) 0.2 $804k 5.3k 152.79
McDonald's Corporation (MCD) 0.2 $801k 3.2k 247.37
Marriott Intl Cl A (MAR) 0.2 $781k 4.4k 175.74
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $774k 7.1k 108.83
Eli Lilly & Co. (LLY) 0.2 $773k 2.7k 286.19
JPMorgan Chase & Co. (JPM) 0.2 $760k 5.6k 136.25
Corteva (CTVA) 0.2 $734k 13k 57.51
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.2 $703k 10k 67.67
Caterpillar (CAT) 0.2 $700k 3.1k 222.79
Cisco Systems (CSCO) 0.2 $694k 13k 55.74
Wal-Mart Stores (WMT) 0.2 $689k 4.6k 148.84
Select Sector Spdr Tr Financial (XLF) 0.2 $676k 18k 38.32
Valero Energy Corporation (VLO) 0.2 $675k 6.6k 101.53
Canadian Natl Ry (CNI) 0.2 $668k 5.0k 134.16
MGM Resorts International. (MGM) 0.2 $650k 16k 41.94
Uber Technologies (UBER) 0.2 $648k 18k 35.70
Rio Tinto Sponsored Adr (RIO) 0.2 $644k 8.0k 80.36
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $639k 6.4k 100.53
Hldgs (UAL) 0.2 $635k 14k 46.38
Walt Disney Company (DIS) 0.2 $617k 4.5k 137.14
Philip Morris International (PM) 0.2 $597k 6.4k 93.97
Ishares Tr Devsmcp Exna Etf (IEUS) 0.2 $595k 9.8k 60.99
First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.2 $595k 12k 51.12
Advanced Drain Sys Inc Del (WMS) 0.2 $594k 5.0k 118.80
Mastercard Incorporated Cl A (MA) 0.2 $594k 1.7k 357.19
Stellantis SHS (STLA) 0.2 $587k 36k 16.26
Goldman Sachs Bdc SHS (GSBD) 0.2 $580k 30k 19.61
General Motors Company (GM) 0.1 $552k 13k 43.74
Verizon Communications (VZ) 0.1 $550k 11k 50.96
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $548k 25k 21.79
Target Corporation (TGT) 0.1 $542k 2.6k 212.22
Stryker Corporation (SYK) 0.1 $535k 2.0k 267.23
Lockheed Martin Corporation (LMT) 0.1 $534k 1.2k 441.32
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $531k 48k 11.18
Southwest Airlines (LUV) 0.1 $529k 12k 45.80
Merck & Co (MRK) 0.1 $527k 6.4k 82.05
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $502k 23k 21.87
ConocoPhillips (COP) 0.1 $492k 4.9k 100.10
Netflix (NFLX) 0.1 $491k 1.3k 374.52
Abbvie (ABBV) 0.1 $485k 3.0k 162.21
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $480k 10k 48.00
Nike CL B (NKE) 0.1 $477k 3.5k 134.48
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $474k 2.9k 165.73
Us Bancorp Del Com New (USB) 0.1 $460k 8.6k 53.20
Ishares Tr National Mun Etf (MUB) 0.1 $448k 4.1k 109.67
Ishares Tr North Amern Nat (IGE) 0.1 $438k 11k 40.43
Dow (DOW) 0.1 $437k 6.9k 63.67
Ishares Core Msci Emkt (IEMG) 0.1 $435k 7.8k 55.51
Comcast Corp Cl A (CMCSA) 0.1 $427k 9.1k 46.80
Telephone & Data Sys Com New (TDS) 0.1 $425k 23k 18.89
Tesla Motors (TSLA) 0.1 $425k 394.00 1078.68
Pepsi (PEP) 0.1 $425k 2.5k 167.39
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $421k 1.0k 416.83
Science App Int'l (SAIC) 0.1 $415k 4.5k 92.22
Qualcomm (QCOM) 0.1 $414k 2.7k 152.77
Global X Fds Conscious Cos (KRMA) 0.1 $410k 13k 32.45
Goodyear Tire & Rubber Company (GT) 0.1 $401k 28k 14.31
Honeywell International (HON) 0.1 $392k 2.0k 194.35
Texas Instruments Incorporated (TXN) 0.1 $387k 2.1k 183.59
Lumentum Hldgs (LITE) 0.1 $373k 3.8k 97.52
Oracle Corporation (ORCL) 0.1 $365k 4.4k 82.84
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.1 $359k 15k 23.74
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $349k 4.0k 87.69
Lazard Shs A 0.1 $345k 10k 34.50
Capital One Financial (COF) 0.1 $334k 2.5k 131.39
Wells Fargo & Company (WFC) 0.1 $334k 6.9k 48.45
Radian (RDN) 0.1 $333k 15k 22.20
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $330k 6.9k 47.69
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $328k 15k 21.87
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $325k 7.6k 42.76
Starbucks Corporation (SBUX) 0.1 $322k 3.5k 90.96
Medtronic SHS (MDT) 0.1 $316k 2.8k 110.99
Alphabet Cap Stk Cl A (GOOGL) 0.1 $312k 112.00 2785.71
Caci Intl Cl A (CACI) 0.1 $307k 1.0k 301.28
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $307k 5.1k 60.07
Sealed Air (SEE) 0.1 $304k 4.5k 66.98
BP Sponsored Adr (BP) 0.1 $302k 10k 29.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $294k 650.00 452.31
Boston Beer Cl A (SAM) 0.1 $291k 750.00 388.00
International Business Machines (IBM) 0.1 $283k 2.2k 129.88
Fastenal Company (FAST) 0.1 $277k 4.7k 59.39
Axon Enterprise (AXON) 0.1 $272k 2.0k 137.51
Royal Caribbean Cruises (RCL) 0.1 $271k 3.2k 83.80
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $270k 5.5k 49.09
Snap Cl A (SNAP) 0.1 $266k 7.4k 35.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $263k 981.00 268.09
Ishares Msci Emrg Chn (EMXC) 0.1 $255k 4.4k 58.25
Alphabet Cap Stk Cl C (GOOG) 0.1 $254k 91.00 2791.21
Ishares Tr U.s. Energy Etf (IYE) 0.1 $246k 6.0k 41.00
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN) 0.1 $245k 6.6k 37.12
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $243k 4.6k 53.06
Waste Management (WM) 0.1 $243k 1.5k 158.41
Cabot Oil & Gas Corporation (CTRA) 0.1 $240k 8.9k 26.93
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $238k 2.1k 112.21
Southern Company (SO) 0.1 $237k 3.3k 72.43
Arts-Way Manufacturing (ARTW) 0.1 $236k 43k 5.51
Organon & Co Common Stock (OGN) 0.1 $234k 6.7k 34.95
Enbridge (ENB) 0.1 $227k 4.9k 46.14
Yum! Brands (YUM) 0.1 $225k 1.9k 118.42
Hillenbrand (HI) 0.1 $225k 5.1k 44.12
NVIDIA Corporation (NVDA) 0.1 $211k 772.00 273.32
Polaris Industries (PII) 0.1 $206k 2.0k 105.16
Costco Wholesale Corporation (COST) 0.1 $206k 357.00 577.03
Ishares Tr Msci Eafe Etf (EFA) 0.1 $206k 2.8k 73.62
First Tr Morningstar Divid L SHS (FDL) 0.1 $205k 5.5k 37.42
First Tr Value Line Divid In SHS (FVD) 0.1 $205k 4.9k 42.21
Ishares Tr U.s. Finls Etf (IYF) 0.1 $203k 2.4k 84.58
Ishares Silver Tr Ishares (SLV) 0.1 $203k 8.9k 22.88
Norfolk Southern (NSC) 0.1 $202k 708.00 285.31
Genco Shipping & Trading SHS (GNK) 0.1 $201k 8.5k 23.65
Exxon Mobil Corporation (XOM) 0.1 $201k 2.4k 82.75
TJX Companies (TJX) 0.1 $200k 3.3k 60.61
Nokia Corp Sponsored Adr (NOK) 0.1 $187k 34k 5.45
Flexible Solutions International (FSI) 0.0 $68k 17k 4.05