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CIK: 0001908936
Total reported value
$461.8M
$461.8M
196 檔
34.6%
According to the latest 13F quarterly dataset, Sweet Financial Partners, LLC managed an equity portfolio of $461.8M at the end of Q1 2024, spanning 196 distinct U.S. exchange-listed positions.
During Q1 2024, Sweet Financial Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.24% | — | -2.93% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.37% | — | +7.81% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 5.17% | — | -1.35% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.52% | — | +6.54% | |
| 5 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 2.63% | — | -1.94% | |
| 6 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.53% | — | +0.24% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.53% | — | — | |
| 8 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 2.22% | — | — | |
| 9 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 2.06% | — | -10.94% | |
| 10 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.98% | — | +10.52% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.84% | — | +3.33% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.55% | — | +9.33% | |
| 13 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 1.55% | — | +24.85% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | — | +1.64% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | — | +6.60% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | — | +1.00% | |
| 17 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.84% | — | +0.29% | |
| 18 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 0.84% | — | +15.41% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | — | +8.06% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 0.81% | — | +0.83% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | — | +5.49% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | — | +198.14% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | — | +474.27% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | — | +3.40% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | — | +15.22% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | — | +1.37% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | — | +6.91% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.68% | — | -2.21% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | — | +5.68% | |
| 30 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.67% | — | +0.00% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | — | +20.76% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | — | +6.06% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.62% | — | -2.45% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | — | -0.48% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | — | -2.74% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | — | -31.40% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | — | — | |
| 38 | COP | Conocophillips | Stock-Energy | 0.59% | — | +274.43% | |
| 39 | MMM | 3m Co | Stock-Industrials | 0.59% | — | -8.43% | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.57% | — | -82.30% | |
| 41 | RJF | Raymond James Financial Inc | Stock-Financials | 0.52% | — | -15.64% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | — | +13.54% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | — | +444.98% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.49% | — | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | — | +30.02% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.48% | — | +6.91% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | — | +35.25% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | — | -41.68% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.43% | — | — | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.43% | — | — |
According to official SEC Form 13F filings, Sweet Financial Partners, LLC reported a total U.S. public equity portfolio value of $461.8M across 196 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHD, RDVY) accounted for 34.6% of total reported equity market value during Q1 2024.
During Q1 2024, Sweet Financial Partners, LLC's top holdings by market value included VOO (19.2%)、SCHD (5.4%)、RDVY (5.2%). The largest single position, VOO, represented 19.2% of total portfolio value.
In Q1 2024, Sweet Financial Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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