Sweet Financial Partners, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $420 Million distributed in 196 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 $83.3M, Schwab Strategic Tr Us Dividen with a value of $23.2M, First Trust Rising Dividend Ac with a value of $22.4M, Vanguard Ftse All World Ex Us with a value of $19.6M, and Ishares Tr Exponential Technol with a value of $11.4M.
Examining the 13F form we can see an increase of $2.35M in the current position value, from $418M to 420M.
Below you can find more details about Sweet Financial Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$420 Million
ETFs: $274 Million
Technology: $30.2 Million
Healthcare: $23.8 Million
Industrials: $18.3 Million
Financial Services: $16.6 Million
Consumer Cyclical: $16.3 Million
Consumer Defensive: $15 Million
Communication Services: $10.1 Million
Other: $15.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more