Sweet Financial Partners, LLC New Holdings in Q1 2024

Sweet Financial Partners, LLC

  • $420 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
227K
New
$47.95 - $48.49 $10.9M - $11M
227K $10.9M
QCOM
Qualcomm Inc

Technology
11.1K
New
$136.17 - $175.72 $1.51M - $1.95M
11.1K $1.88M
LMT
Lockheed Martin Corp

Industrials
4.11K
New
$418.19 - $463.18 $1.72M - $1.9M
4.11K $1.87M
CMCSA
Comcast Corp

Communication Services
39.5K
New
$41.24 - $46.73 $1.63M - $1.84M
39.5K $1.71M
NKE
Nike, Inc.

Consumer Cyclical
17.9K
New
$92.58 - $107.18 $1.66M - $1.92M
17.9K $1.68M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.16K
New
$244.36 - $334.55 $284K - $388K
1.16K $372K
BOAT
Tidal ETF Tr Sonicshares Globa

ETFs
9.28K
New
$29.53 - $32.25 $274K - $299K
9.28K $278K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1K
New
$171.37 - $283.23 $171K - $283K
1K $267K
RBLX
Roblox Corp

Communication Services
6.47K
New
$36.2 - $44.87 $234K - $290K
6.47K $247K
PCAR
Paccar Inc

Industrials
1.84K
New
$93.59 - $124.46 $173K - $230K
1.84K $228K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.54K
New
$51.38 - $73.13 $182K - $259K
3.54K $222K
BAX
Baxter International Inc

Healthcare
5.13K
New
$37.88 - $43.77 $194K - $224K
5.13K $219K
MU
Micron Technology Inc

Technology
1.86K
New
$79.5 - $119.25 $148K - $221K
1.86K $218K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.14K
New
$44.84 - $49.24 $186K - $204K
4.14K $204K
FDL
First Tr Morningstar Dividend

ETFs
5.32K
New
$35.29 - $38.48 $188K - $205K
5.32K $204K
ISRG
Intuitive Surgical Inc

Healthcare
506
New
$322.13 - $400.59 $163K - $203K
506 $201K
FVD
First Tr Value Line Divid Inde

ETFs
4.78K
New
$39.94 - $42.23 $191K - $202K
4.78K $201K
DLR
Digital Realty Trust, Inc.

Real Estate
1.4K
New
$130.83 - $153.71 $183K - $215K
1.4K $201K
FTGS
First Tr Exchange Traded Fd Gr
313K
New
N/A
313K $0
United Sts Nat Gas Fd LP
24K
New
N/A
24K $0
Activity Summary
Buys All Purchases 97 New Holdings 21 Increased Positions 76 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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