Sweet Financial Partners, LLC Portfolio Holdings

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024

Sweet Financial Partners, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $447 Million distributed in 198 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 $88.4M, Schwab Strategic Tr Us Dividen with a value of $23.6M, First Trust Rising Dividend Ac with a value of $22.9M, Vanguard Ftse All World Ex Us with a value of $20.7M, and Ishares Tr Exponential Technol with a value of $11.5M.

Examining the 13F form we can see an increase of $22.9M in the current position value, from $424M to 447M.

Below you can find more details about Sweet Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $447 Million
ETFs: $290 Million
Technology: $37.9 Million
Healthcare: $24.6 Million
Industrials: $19.4 Million
Financial Services: $16.6 Million
Consumer Defensive: $16.4 Million
Consumer Cyclical: $14.8 Million
Communication Services: $12.6 Million
Other: $14.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $447 Million
  • Prior Value $424 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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