Sweet Financial Partners

Sweet Financial Partners as of Dec. 31, 2022

Portfolio Holdings for Sweet Financial Partners

Sweet Financial Partners holds 167 positions in its portfolio as reported in the December 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) 18.1 $62M 176k 351.34
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 8.7 $30M 462k 64.01
First Tr Exchange-traded Rising Divd Achiv (RDVY) 5.5 $19M 424k 43.92
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) 4.9 $17M 913k 18.45
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.5 $15M 304k 50.14
First Tr Exchange Traded Fd Vi Tcw Opportunis (FIXD) 4.4 $15M 345k 43.92
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 3.4 $12M 520k 22.21
Ishares Tr Exponential Tech (XT) 2.8 $9.5M 200k 47.34
Wisdomtree Tr Em Ex St-owned (XSOE) 2.6 $8.9M 334k 26.68
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.6 $8.7M 216k 40.51
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.2 $7.6M 197k 38.71
Spdr Index Shs Fds S&p North Amer (NANR) 1.7 $5.7M 105k 54.22
Wisdomtree Tr Floating Rat Trea (USFR) 1.5 $5.3M 104k 50.27
Apple (AAPL) 1.1 $3.8M 29k 129.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $3.5M 49k 71.84
Select Sector Spdr Tr Energy (XLE) 1.0 $3.4M 38k 87.47
3M Company (MMM) 0.9 $3.0M 25k 119.92
Microsoft Corporation (MSFT) 0.8 $2.9M 12k 239.83
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $2.8M 39k 72.10
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $2.6M 43k 60.36
Spdr Ser Tr S&p Kensho New (KOMP) 0.7 $2.4M 60k 39.42
Raymond James Financial (RJF) 0.7 $2.3M 22k 106.85
Cigna Corp (CI) 0.7 $2.3M 6.9k 331.34
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $2.2M 26k 86.19
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.2M 11k 203.82
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.2M 23k 94.64
Hormel Foods Corporation (HRL) 0.6 $2.1M 45k 45.55
Visa Cl A (V) 0.5 $1.7M 8.3k 207.75
Chevron Corporation (CVX) 0.5 $1.7M 9.5k 179.49
Boeing Company (BA) 0.5 $1.6M 8.4k 190.49
UnitedHealth (UNH) 0.5 $1.6M 3.0k 530.18
Merck & Co (MRK) 0.4 $1.5M 14k 110.95
Home Depot (HD) 0.4 $1.5M 4.7k 315.87
Amgen (AMGN) 0.4 $1.5M 5.7k 262.65
McDonald's Corporation (MCD) 0.4 $1.5M 5.6k 263.53
Dbx Etf Tr Xtrack Msci All (DBAW) 0.4 $1.4M 54k 26.93
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.4M 7.7k 183.55
Abbott Laboratories (ABT) 0.4 $1.4M 13k 109.79
Deere & Company (DE) 0.4 $1.4M 3.2k 428.75
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $1.3M 32k 41.14
Procter & Gamble Company (PG) 0.4 $1.3M 8.3k 151.56
Union Pacific Corporation (UNP) 0.4 $1.2M 6.0k 207.08
Ishares Tr National Mun Etf (MUB) 0.4 $1.2M 12k 105.52
Ishares Tr Morningstar Grwt (ILCG) 0.3 $1.2M 24k 48.68
Nutrien (NTR) 0.3 $1.2M 16k 73.03
Pepsi (PEP) 0.3 $1.2M 6.4k 180.67
Eli Lilly & Co. (LLY) 0.3 $1.2M 3.1k 365.89
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.1M 3.0k 384.16
Johnson & Johnson (JNJ) 0.3 $1.1M 6.5k 176.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 3.6k 308.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.1M 26k 41.97
Cisco Systems (CSCO) 0.3 $1.1M 23k 47.64
Amazon (AMZN) 0.3 $1.1M 13k 84.00
Mastercard Incorporated Cl A (MA) 0.3 $1.0M 3.0k 347.70
Enterprise Products Partners (EPD) 0.3 $1.0M 42k 24.12
Philip Morris International (PM) 0.3 $1.0M 10k 101.21
CVS Caremark Corporation (CVS) 0.3 $940k 10k 93.19
Lockheed Martin Corporation (LMT) 0.3 $879k 1.8k 486.38
Target Corporation (TGT) 0.3 $866k 5.8k 149.04
Tidal Etf Tr Rpar Risk Pari (RPAR) 0.3 $858k 46k 18.63
Occidental Petroleum Corporation (OXY) 0.2 $821k 13k 62.99
Exxon Mobil Corporation (XOM) 0.2 $783k 7.1k 110.30
Coca-Cola Company (KO) 0.2 $772k 12k 63.61
Costco Wholesale Corporation (COST) 0.2 $767k 1.7k 456.52
Ishares Tr Core Msci Eafe (IEFA) 0.2 $759k 12k 61.64
United Parcel Service CL B (UPS) 0.2 $756k 4.4k 173.82
Delta Air Lines Inc Del Com New (DAL) 0.2 $756k 23k 32.86
Caterpillar (CAT) 0.2 $750k 3.1k 239.56
Corteva (CTVA) 0.2 $748k 13k 58.78
Ishares Tr Morningstar Value (ILCV) 0.2 $745k 12k 63.23
Bio-techne Corporation (TECH) 0.2 $736k 8.9k 82.88
Citigroup Com New (C) 0.2 $699k 15k 45.23
Intel Corporation (INTC) 0.2 $693k 26k 26.43
JPMorgan Chase & Co. (JPM) 0.2 $688k 5.1k 134.11
Broadcom (AVGO) 0.2 $683k 1.2k 559.13
Tyson Foods Cl A (TSN) 0.2 $683k 11k 62.25
Select Sector Spdr Tr Financial (XLF) 0.2 $683k 20k 34.20
Texas Instruments Incorporated (TXN) 0.2 $681k 4.1k 165.24
Amplify Etf Tr Blockchain Lds (BLOK) 0.2 $666k 44k 15.12
Valero Energy Corporation (VLO) 0.2 $665k 5.2k 126.85
Marriott Intl Cl A (MAR) 0.2 $662k 4.4k 148.89
Rio Tinto Sponsored Adr (RIO) 0.2 $657k 9.2k 71.20
Walt Disney Company (DIS) 0.2 $646k 7.4k 86.88
S&p Global (SPGI) 0.2 $646k 1.9k 334.94
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $639k 7.6k 83.60
Bank of America Corporation (BAC) 0.2 $633k 19k 33.12
Qualcomm (QCOM) 0.2 $632k 5.8k 109.94
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.2 $630k 16k 38.94
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.2 $622k 16k 39.99
Us Bancorp Del Com New (USB) 0.2 $614k 14k 43.61
Canadian Natl Ry (CNI) 0.2 $592k 5.0k 118.88
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $576k 49k 11.87
Pfizer (PFE) 0.2 $565k 11k 51.24
ConocoPhillips (COP) 0.2 $545k 4.6k 118.00
Stellantis SHS (STLA) 0.2 $534k 38k 14.20
Wal-Mart Stores (WMT) 0.2 $529k 3.7k 141.79
MGM Resorts International. (MGM) 0.2 $520k 16k 33.53
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $518k 5.9k 88.09
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $515k 1.6k 319.46
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $512k 25k 20.53
Netflix (NFLX) 0.1 $505k 1.7k 294.88
Meta Platforms Cl A (META) 0.1 $501k 4.2k 120.34
Stryker Corporation (SYK) 0.1 $491k 2.0k 244.49
Scotts Miracle-gro Cl A (SMG) 0.1 $486k 10k 48.59
Ishares Tr Devsmcp Exna Etf (IEUS) 0.1 $482k 9.8k 49.40
Hldgs (UAL) 0.1 $482k 13k 37.70
Abbvie (ABBV) 0.1 $476k 2.9k 161.61
General Motors Company (GM) 0.1 $475k 14k 33.64
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $469k 11k 42.59
Ishares Tr North Amern Nat (IGE) 0.1 $441k 11k 40.66
Oracle Corporation (ORCL) 0.1 $433k 5.3k 81.74
Honeywell International (HON) 0.1 $431k 2.0k 214.26
Miromatrix Med 0.1 $404k 135k 2.99
Iac Com New (IAC) 0.1 $400k 9.0k 44.40
Starbucks Corporation (SBUX) 0.1 $376k 3.8k 99.19
Capital One Financial (COF) 0.1 $375k 4.0k 92.96
Wells Fargo New Com (WFC) 0.1 $367k 8.9k 41.29
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $365k 2.8k 132.86
International Business Machines (IBM) 0.1 $363k 2.6k 140.89
Goodyear Tire & Rubber Company (GT) 0.1 $358k 35k 10.15
Prologis (PLD) 0.1 $353k 3.1k 112.73
BP Sponsored Adr (BP) 0.1 $352k 10k 34.93
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $348k 8.5k 41.01
Lazard Shs A 0.1 $347k 10k 34.67
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $341k 4.0k 84.88
Cummins (CMI) 0.1 $333k 1.4k 242.29
Lumentum Hldgs (LITE) 0.1 $330k 6.3k 52.17
Dow (DOW) 0.1 $330k 6.5k 50.39
Waste Management (WM) 0.1 $326k 2.1k 156.85
Axon Enterprise (AXON) 0.1 $325k 2.0k 165.93
TJX Companies (TJX) 0.1 $318k 4.0k 79.60
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $313k 7.0k 44.66
Paccar (PCAR) 0.1 $313k 3.2k 98.97
Blackstone Group Inc Com Cl A (BX) 0.1 $308k 4.2k 74.19
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $308k 6.6k 46.55
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $306k 7.5k 40.76
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $303k 5.1k 60.04
Invesco Db Multi-sector Comm Agrigulture Fd (DBA) 0.1 $302k 15k 20.15
Caci Intl Cl A (CACI) 0.1 $301k 1.0k 300.59
Radian (RDN) 0.1 $286k 15k 19.07
Canadian Pacific Railway 0.1 $286k 3.8k 74.59
Norwegian Cruise Line Hldg SHS (NCLH) 0.1 $281k 23k 12.24
Ishares Tr U.s. Energy Etf (IYE) 0.1 $279k 6.0k 46.49
Science App Int'l (SAIC) 0.1 $277k 2.5k 110.93
Vanguard Index Fds Value Etf (VTV) 0.1 $272k 1.9k 140.36
Southern Company (SO) 0.1 $272k 3.8k 71.41
Ihs Holding Ord Shs (IHS) 0.1 $261k 43k 6.15
Yum! Brands (YUM) 0.1 $243k 1.9k 128.08
First Tr Exchange Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $243k 10k 24.11
Gilead Sciences (GILD) 0.1 $242k 2.8k 85.85
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $237k 981.00 241.89
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $236k 2.2k 108.21
Invesco Exchange Traded Fd T Dynmc Semicndt (PSI) 0.1 $229k 2.3k 100.08
Fastenal Company (FAST) 0.1 $227k 4.8k 47.32
Polaris Industries (PII) 0.1 $225k 2.2k 101.01
Sealed Air (SEE) 0.1 $225k 4.5k 49.88
Telephone & Data Sys Com New (TDS) 0.1 $220k 21k 10.49
Cabot Oil & Gas Corporation (CTRA) 0.1 $219k 8.9k 24.57
Hillenbrand (HI) 0.1 $218k 5.1k 42.67
Uber Technologies (UBER) 0.1 $215k 8.7k 24.73
First Tr Value Line Divid In SHS (FVD) 0.1 $209k 5.2k 39.91
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $203k 2.1k 96.99
Ford Motor Company (F) 0.0 $166k 14k 11.63
Arts-Way Manufacturing (ARTW) 0.0 $85k 44k 1.93
Lions Gate Entmnt Corp Cl A Vtg (LGF.A) 0.0 $74k 13k 5.71
Nokia Corp Sponsored Adr (NOK) 0.0 $64k 14k 4.64
Flexible Solutions International (FSI) 0.0 $52k 17k 3.10