Sweet Financial Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Sweet Financial Partners, LLC 13F Holdings
CIK 0001908936 · FAIRMONT, MN
As of Sep 30, 2024, Sweet Financial Partners, LLC reported
198 positions worth $461.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 167,533 | $88.4M | 19.14% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 279,479 | $23.6M | 5.12% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 386,015 | $22.9M | 4.95% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 327,798 | $20.7M | 4.47% |
| ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | XT | — | 189,413 |
|
1.5M2.50% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 228,730 |
1.3M | 2.45% |
| FIRST TRUST LONG/SHORT EQUITY ETF | FTLS | — | 177,340 |
1.3M | 2.44% |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | XSOE | — | 303,997 |
0.0M | 2.17% |
| FIRST TRUST GROWTH STRENGTH ETF | FTGS | — | 311,260 | $9.7M | 2.10% |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | — | 156,166 | $9.2M | 2.00% |
| APPLE INC | AAPL | Technology | 38,146 | $8.9M | 1.92% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 271,426 | $8.2M | 1.78% |
| SPDR INDEX SHS FDS | — | — | 118,771 | $6.7M | 1.46% |
| MICROSOFT CORP | MSFT | Technology | 15,536 | $6.7M | 1.45% |
| NVIDIA CORP | NVDA | Technology | 40,429 | $4.9M | 1.06% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 7,487 | $4.4M | 0.95% |
| ELI LILLY & CO | LLY | Healthcare | 4,919 | $4.4M | 0.94% |
| FIRST TRUST SMALL CAP CORE ALPHADEX FUND | FYX | — | 42,620 | $4.2M | 0.92% |
| VISA INC-CLASS A SHARES | V | Financial Services | 14,389 | $4.0M | 0.86% |
| SPDR INDEX SHS FDS | — | — | 47,962 | $3.9M | 0.84% |
| HOME DEPOT INC | HD | Consumer Cyclical | 9,231 | $3.7M | 0.81% |
| BROADCOM INC | AVGO | Technology | 21,633 | $3.7M | 0.81% |
| ABBVIE INC | ABBV | Equity | 17,781 | $3.5M | 0.76% |
| ALPHABET INC | GOOG | Equity | 20,276 | $3.4M | 0.73% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 53,502 | $3.3M | 0.72% |