13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001908936
Total reported value
$461.8M
$461.8M
191 檔
34.8%
The Q2 2024 SEC filing reveals that Sweet Financial Partners, LLC held a total portfolio value of $461.8M, covering 191 public equity positions.
During Q2 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 | 19.58% | — | -1.15% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.12% | — | -0.09% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 4.93% | — | -1.15% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.51% | — | +0.83% | |
| 5 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.58% | — | +1.34% | |
| 6 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 2.56% | — | -0.43% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.52% | — | +1.20% | |
| 8 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 2.19% | — | +0.32% | |
| 9 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 2.09% | — | +2.33% | |
| 10 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 2.06% | — | +1.10% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.90% | — | +0.73% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.86% | — | +2.60% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | — | +2.04% | |
| 14 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 1.51% | — | -1.31% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | — | +1047.64% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | — | +3.75% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.90% | — | +7.13% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | — | +3.36% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | — | +3.26% | |
| 20 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.82% | — | — | |
| 21 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 0.81% | — | — | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.77% | — | -0.44% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | — | +4.94% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | — | +0.21% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | — | +4.17% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | — | +4.33% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.71% | — | +0.07% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.69% | — | — | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | — | +10.32% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | — | +4.62% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | — | -0.25% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | — | +4.68% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.63% | — | +0.37% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | — | — | |
| 35 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.61% | — | -3.58% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | — | +2.26% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | — | +5.15% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | — | +0.02% | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.59% | — | +1.38% | |
| 40 | COP | Conocophillips | Stock-Energy | 0.59% | — | +10.95% | |
| 41 | MMM | 3m Co | Stock-Industrials | 0.56% | — | +0.03% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | — | +22.94% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | — | +5.78% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | — | +9.73% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | — | +6.56% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.49% | — | -0.59% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.48% | — | +5.75% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.47% | — | +8.03% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | — | +1.28% | |
| 50 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.45% | — | +0.10% |
According to official SEC Form 13F filings, Sweet Financial Partners, LLC reported a total U.S. public equity portfolio value of $461.8M across 191 disclosed positions in Q2 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 34.8% of total reported equity market value during Q2 2024.
During Q2 2024, Sweet Financial Partners, LLC's top holdings by market value included VOO (19.6%)、SCHD (5.1%)、RDVY (4.9%). The largest single position, VOO, represented 19.6% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.