Sweet Financial Partners, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $424 Million distributed in 191 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $85.7M, Schwab Strategic Tr Us Dividen with a value of $22.4M, First Trust Rising Dividend Ac with a value of $21.6M, Vanguard Ftse All World Ex Us with a value of $19.8M, and First Tr Long/Short Equity ETF with a value of $11.3M.
Examining the 13F form we can see an increase of $4.25M in the current position value, from $420M to 424M.
Below you can find more details about Sweet Financial Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$424 Million
ETFs: $274 Million
Technology: $36.1 Million
Healthcare: $24.2 Million
Industrials: $17.7 Million
Financial Services: $15.8 Million
Consumer Cyclical: $15.5 Million
Consumer Defensive: $15.3 Million
Communication Services: $10.5 Million
Other: $14.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions