Sweet Financial Partners

Sweet Financial Partners as of March 31, 2023

Portfolio Holdings for Sweet Financial Partners

Sweet Financial Partners holds 171 positions in its portfolio as reported in the March 2023 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) 18.9 $68M 181k 376.07
First Tr Exchange-traded Rising Divd Achiv (RDVY) 5.1 $19M 414k 44.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.1 $18M 250k 73.16
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) 4.8 $17M 916k 19.01
First Tr Exchange Traded Fd Vi Tcw Opportunis (FIXD) 4.8 $17M 386k 45.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.4 $16M 295k 53.47
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 3.3 $12M 513k 23.47
Ishares Tr Exponential Tech (XT) 2.9 $11M 199k 52.70
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 2.5 $9.0M 176k 50.81
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.3 $8.4M 198k 42.75
Wisdomtree Tr Em Ex St-owned (XSOE) 2.2 $7.8M 281k 27.84
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 2.0 $7.3M 117k 62.30
Spdr Index Shs Fds S&p North Amer (NANR) 1.5 $5.6M 104k 53.63
Apple (AAPL) 1.4 $5.2M 31k 164.90
Wisdomtree Tr Floating Rat Trea (USFR) 1.0 $3.6M 72k 50.27
Microsoft Corporation (MSFT) 1.0 $3.6M 12k 288.30
Spdr Ser Tr Portfolio Short (SPSB) 0.9 $3.4M 114k 29.63
Select Sector Spdr Tr Energy (XLE) 0.9 $3.2M 38k 82.83
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $2.8M 39k 72.74
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.7M 28k 96.70
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.7 $2.7M 43k 62.34
3M Company (MMM) 0.7 $2.7M 25k 105.11
Spdr Ser Tr S&p Kensho New (KOMP) 0.7 $2.6M 60k 42.70
Amgen (AMGN) 0.7 $2.4M 9.8k 241.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $2.4M 26k 92.09
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.3M 35k 66.85
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.3M 11k 210.93
UnitedHealth (UNH) 0.6 $2.2M 4.6k 472.59
Visa Cl A (V) 0.6 $2.1M 9.5k 225.46
Raymond James Financial (RJF) 0.6 $2.0M 22k 93.27
McDonald's Corporation (MCD) 0.5 $1.9M 7.0k 279.61
Hormel Foods Corporation (HRL) 0.5 $1.8M 45k 39.88
Cigna Corp (CI) 0.5 $1.8M 6.9k 255.53
Ishares Core Msci Emkt (IEMG) 0.5 $1.8M 36k 48.79
Home Depot (HD) 0.5 $1.7M 5.9k 295.13
Merck & Co (MRK) 0.5 $1.7M 16k 106.39
Boeing Company (BA) 0.5 $1.7M 7.8k 212.43
Abbott Laboratories (ABT) 0.5 $1.6M 16k 101.26
Abbvie (ABBV) 0.4 $1.6M 10k 159.37
Procter & Gamble Company (PG) 0.4 $1.5M 10k 148.69
Pepsi (PEP) 0.4 $1.5M 8.3k 182.31
Cisco Systems (CSCO) 0.4 $1.5M 29k 52.27
Chevron Corporation (CVX) 0.4 $1.5M 9.2k 163.17
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.5M 7.7k 189.56
Eli Lilly & Co. (LLY) 0.4 $1.4M 4.2k 343.41
Mastercard Incorporated Cl A (MA) 0.4 $1.4M 3.9k 363.40
Johnson & Johnson (JNJ) 0.4 $1.4M 8.9k 154.99
Amazon (AMZN) 0.4 $1.4M 13k 103.29
Meta Platforms Cl A (META) 0.4 $1.3M 6.3k 211.94
Ishares Tr Morningstar Grwt (ILCG) 0.4 $1.3M 24k 55.36
Deere & Company (DE) 0.4 $1.3M 3.2k 412.94
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $1.3M 32k 40.98
Philip Morris International (PM) 0.4 $1.3M 13k 97.25
Ishares Tr National Mun Etf (MUB) 0.3 $1.2M 12k 107.74
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.2M 3.0k 411.09
Costco Wholesale Corporation (COST) 0.3 $1.2M 2.4k 496.89
United Parcel Service CL B (UPS) 0.3 $1.2M 6.1k 194.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.2M 26k 45.17
Union Pacific Corporation (UNP) 0.3 $1.2M 5.8k 201.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 3.6k 308.77
Coca-Cola Company (KO) 0.3 $1.1M 18k 62.03
Texas Instruments Incorporated (TXN) 0.3 $1.1M 5.9k 186.02
Enterprise Products Partners (EPD) 0.3 $1.1M 42k 25.90
Exxon Mobil Corporation (XOM) 0.3 $1.1M 9.8k 109.66
Broadcom (AVGO) 0.3 $1.1M 1.7k 641.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.1M 4.2k 250.16
Marsh & McLennan Companies (MMC) 0.3 $989k 5.9k 166.55
CVS Caremark Corporation (CVS) 0.3 $936k 13k 74.31
Nutrien (NTR) 0.3 $905k 12k 73.85
Intel Corporation (INTC) 0.2 $856k 26k 32.67
Delta Air Lines Inc Del Com New (DAL) 0.2 $803k 23k 34.92
Amplify Etf Tr Blockchain Lds (BLOK) 0.2 $770k 40k 19.35
Scotts Miracle-gro Cl A (SMG) 0.2 $767k 11k 69.74
Corteva (CTVA) 0.2 $767k 13k 60.31
Tidal Etf Tr Rpar Risk Pari (RPAR) 0.2 $763k 39k 19.56
Ishares Tr Morningstar Value (ILCV) 0.2 $757k 12k 63.90
Walt Disney Company (DIS) 0.2 $753k 7.5k 100.13
Marriott Intl Cl A (MAR) 0.2 $738k 4.4k 166.04
Valero Energy Corporation (VLO) 0.2 $731k 5.2k 139.60
Citigroup Com New (C) 0.2 $719k 15k 46.89
Caterpillar (CAT) 0.2 $708k 3.1k 228.84
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $696k 7.6k 91.05
MGM Resorts International. (MGM) 0.2 $689k 16k 44.42
Stellantis SHS (STLA) 0.2 $684k 38k 18.19
Dbx Etf Tr Xtrack Msci All (DBAW) 0.2 $675k 23k 28.94
Tyson Foods Cl A (TSN) 0.2 $674k 11k 59.32
Bio-techne Corporation (TECH) 0.2 $659k 8.9k 74.19
Select Sector Spdr Tr Financial (XLF) 0.2 $642k 20k 32.15
JPMorgan Chase & Co. (JPM) 0.2 $635k 4.9k 130.31
Rio Tinto Sponsored Adr (RIO) 0.2 $633k 9.2k 68.60
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $620k 50k 12.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $610k 8.3k 73.83
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.2 $602k 16k 37.21
Netflix (NFLX) 0.2 $592k 1.7k 345.48
Canadian Natl Ry (CNI) 0.2 $587k 5.0k 117.97
Stryker Corporation (SYK) 0.2 $574k 2.0k 285.47
Occidental Petroleum Corporation (OXY) 0.2 $564k 9.0k 62.43
Bank of America Corporation (BAC) 0.2 $562k 20k 28.60
Wal-Mart Stores (WMT) 0.2 $551k 3.7k 147.46
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $534k 5.2k 102.18
ConocoPhillips (COP) 0.1 $527k 5.3k 99.21
Ishares Tr Devsmcp Exna Etf (IEUS) 0.1 $520k 9.8k 53.35
General Motors Company (GM) 0.1 $518k 14k 36.68
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $511k 25k 20.80
Us Bancorp Del Com New (USB) 0.1 $508k 14k 36.05
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $499k 1.3k 385.60
Oracle Corporation (ORCL) 0.1 $491k 5.3k 92.92
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $475k 11k 43.22
Iac Com New (IAC) 0.1 $464k 9.0k 51.60
Pfizer (PFE) 0.1 $443k 11k 40.80
Axon Enterprise (AXON) 0.1 $441k 2.0k 224.85
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $427k 8.5k 50.29
Hldgs (UAL) 0.1 $423k 9.6k 44.25
Goodyear Tire & Rubber Company (GT) 0.1 $413k 38k 11.02
Starbucks Corporation (SBUX) 0.1 $395k 3.8k 104.14
Prologis (PLD) 0.1 $391k 3.1k 124.77
Capital One Financial (COF) 0.1 $388k 4.0k 96.16
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $386k 2.8k 140.20
Honeywell International (HON) 0.1 $385k 2.0k 191.14
BP Sponsored Adr (BP) 0.1 $382k 10k 37.94
Ihs Holding Ord Shs (IHS) 0.1 $372k 43k 8.76
Blackstone Group Inc Com Cl A (BX) 0.1 $365k 4.2k 87.84
Dow (DOW) 0.1 $363k 6.6k 54.82
Ishares Tr Us Regnl Bks Etf (IAT) 0.1 $362k 10k 35.79
Cummins (CMI) 0.1 $348k 1.5k 238.88
Paccar (PCAR) 0.1 $347k 4.7k 73.20
Lumentum Hldgs (LITE) 0.1 $342k 6.3k 54.01
Waste Management (WM) 0.1 $339k 2.1k 163.17
International Business Machines (IBM) 0.1 $338k 2.6k 131.09
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $337k 5.1k 66.73
NVIDIA Corporation (NVDA) 0.1 $336k 1.2k 277.78
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $335k 4.0k 83.36
Radian (RDN) 0.1 $332k 15k 22.10
Wells Fargo New Com (WFC) 0.1 $331k 8.9k 37.38
Lazard Shs A 0.1 $331k 10k 33.11
Norwegian Cruise Line Hldg SHS (NCLH) 0.1 $309k 23k 13.45
Ishares Tr North Amern Nat (IGE) 0.1 $307k 7.8k 39.17
Invesco Db Multi-sector Comm Agrigulture Fd (DBA) 0.1 $307k 15k 20.43
Canadian Pacific Railway 0.1 $303k 3.9k 76.94
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $300k 7.5k 39.95
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $298k 6.6k 45.08
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $297k 7.4k 40.25
Caci Intl Cl A (CACI) 0.1 $296k 1.0k 296.28
TJX Companies (TJX) 0.1 $296k 3.8k 78.36
Tesla Motors (TSLA) 0.1 $293k 1.4k 207.46
Target Corporation (TGT) 0.1 $292k 1.8k 165.65
Invesco Exchange Traded Fd T Dynmc Semicndt (PSI) 0.1 $283k 2.3k 123.56
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $273k 6.5k 41.93
Uber Technologies (UBER) 0.1 $270k 8.5k 31.70
Science App Int'l (SAIC) 0.1 $269k 2.5k 107.46
Vanguard Index Fds Value Etf (VTV) 0.1 $269k 1.9k 138.09
Southern Company (SO) 0.1 $265k 3.8k 69.58
Ishares Tr U.s. Energy Etf (IYE) 0.1 $263k 6.0k 43.75
Fastenal Company (FAST) 0.1 $258k 4.8k 53.94
Yum! Brands (YUM) 0.1 $251k 1.9k 132.08
FedEx Corporation (FDX) 0.1 $249k 1.1k 228.43
Polaris Industries (PII) 0.1 $247k 2.2k 110.62
Hillenbrand (HI) 0.1 $242k 5.1k 47.53
Gilead Sciences (GILD) 0.1 $234k 2.8k 82.97
First Tr Exchange Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $232k 9.6k 24.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $230k 2.2k 105.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $230k 561.00 409.39
Miromatrix Med 0.1 $227k 135k 1.68
Telephone & Data Sys Com New (TDS) 0.1 $221k 21k 10.51
Cabot Oil & Gas Corporation (CTRA) 0.1 $219k 8.9k 24.54
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $212k 5.0k 42.35
Alphabet Cap Stk Cl C (GOOG) 0.1 $212k 2.0k 104.00
Royal Caribbean Cruises (RCL) 0.1 $211k 3.2k 65.30
First Tr Value Line Divid In SHS (FVD) 0.1 $211k 5.2k 40.16
Sealed Air (SEE) 0.1 $207k 4.5k 45.91
Ishares Tr Msci Eafe Etf (EFA) 0.1 $200k 2.8k 71.52