Sweet Financial Partners, LLC Top Holdings and 13F Report (2024) About Sweet Financial Partners, LLCInvestment ActivitySweet Financial Partners, LLC has $461.79 million in total holdings as of September 30, 2024.Sweet Financial Partners, LLC owns shares of 198 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 3.76% of the portfolio was purchased this quarter.About 3.15% of the portfolio was sold this quarter.This quarter, Sweet Financial Partners, LLC has purchased 191 new stocks and bought additional shares in 55 stocks.Sweet Financial Partners, LLC sold shares of 75 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $88,402,236Schwab US Dividend Equity ETF $23,624,384First Trust NASDAQ Rising Dividend Achievers $22,855,933Vanguard FTSE All-World ex-US ETF $20,651,294iShares Exponential Technologies ETF $11,531,454 Largest New Holdings this Quarter Adobe $1,774,950 HoldingFirst Trust SMID Cap Rising Dividend Archievers ETF $1,245,869 HoldingDell Technologies $357,568 HoldingMotorola Solutions $333,288 HoldingiShares Core U.S. Aggregate Bond ETF $227,580 Holding Largest Purchases this Quarter Broadcom 19,550 shares (about $3.37M)Netflix 2,709 shares (about $1.92M)NYLI MacKay Municipal Insured ETF 72,212 shares (about $1.77M)Adobe 3,428 shares (about $1.77M)TJX Companies 14,520 shares (about $1.71M) Largest Sales this Quarter McDonald's 7,085 shares (about $2.16M)Vanguard S&P 500 ETF 3,849 shares (about $2.03M)NIKE 16,729 shares (about $1.48M)Texas Instruments 6,255 shares (about $1.29M)Schwab US Dividend Equity ETF 8,595 shares (about $726.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSweet Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$88,402,236$2,031,004 ▼-2.2%167,53319.1%ETFSCHDSchwab US Dividend Equity ETF$23,624,384$726,536 ▼-3.0%279,4795.1%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$22,855,933$469,002 ▼-2.0%386,0154.9%ManufacturingVEUVanguard FTSE All-World ex-US ETF$20,651,294$576,451 ▼-2.7%327,7984.5%ETFXTiShares Exponential Technologies ETF$11,531,454$64,655 ▼-0.6%189,4132.5%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$11,301,560$35,032 ▼-0.3%228,7302.4%ManufacturingFTLSFirst Trust Long/Short Equity ETF$11,255,780$188,379 ▼-1.6%177,3402.4%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$10,041,032$196,925 ▲2.0%303,9972.2%FinanceFTGSFirst Trust Growth Strength ETF$9,717,546$73,679 ▼-0.8%311,2602.1%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$9,249,704$208,430 ▼-2.2%156,1662.0%ManufacturingAAPLApple$8,888,048$325,269 ▼-3.5%38,1461.9%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$8,218,772$95,866 ▼-1.2%271,4261.8%ETFNANRSPDR S&P North American Natural Resources ETF$6,726,009$138,347 ▼-2.0%118,7711.5%ETFMSFTMicrosoft$6,685,224$86,922 ▼-1.3%15,5361.4%Computer and TechnologyNVDANVIDIA$4,909,687$238,629 ▼-4.6%40,4291.1%Computer and TechnologyUNHUnitedHealth Group$4,377,251$126,284 ▼-2.8%7,4870.9%MedicalLLYEli Lilly and Company$4,357,516$99,216 ▼-2.2%4,9190.9%MedicalFYXFirst Trust Small Cap Core AlphaDEX Fund$4,241,969$355,322 ▲9.1%42,6200.9%ManufacturingVVisa$3,956,135$31,343 ▼-0.8%14,3890.9%Business ServicesQEFASPDR MSCI EAFE StrategicFactors ETF$3,860,0490.0%47,9620.8%ETFHDHome Depot$3,740,527$94,820 ▼-2.5%9,2310.8%Retail/WholesaleAVGOBroadcom$3,731,754$3,372,431 ▲938.6%21,6330.8%Computer and TechnologyABBVAbbVie$3,511,397$92,223 ▼-2.6%17,7810.8%MedicalGOOGAlphabet$3,389,970$111,015 ▼-3.2%20,2760.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,334,245$26,611 ▲0.8%53,5020.7%ETFMMM3M$3,231,861$58,234 ▼-1.8%23,6420.7%Multi-Sector ConglomeratesXLEEnergy Select Sector SPDR Fund$3,211,668$39,247 ▼-1.2%36,5790.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,198,4480.0%38,4380.7%ManufacturingMAMastercard$3,088,281$39,505 ▼-1.3%6,2540.7%Business ServicesAMZNAmazon.com$3,076,867$79,004 ▼-2.5%16,5130.7%Retail/WholesalePGProcter & Gamble$2,972,197$53,001 ▼-1.8%17,1600.6%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$2,913,558$14,123 ▲0.5%50,7500.6%ETFVTVanguard Total World Stock ETF$2,888,780$36,270 ▼-1.2%24,1330.6%ETFCOSTCostco Wholesale$2,885,670$152,484 ▲5.6%3,2550.6%Retail/WholesaleKOMPSPDR S&P Kensho New Economies Composite ETF$2,858,305$197 ▲0.0%57,9430.6%ETFVOVanguard Mid-Cap ETF$2,851,063$19,788 ▲0.7%10,8060.6%ETFLMTLockheed Martin$2,728,911$133,873 ▲5.2%4,6680.6%AerospaceAMGNAmgen$2,676,712$280,979 ▼-9.5%8,3070.6%MedicalPEPPepsiCo$2,624,431$88,088 ▼-3.2%15,4330.6%Consumer StaplesJNJJohnson & Johnson$2,606,865$28,360 ▼-1.1%16,0860.6%MedicalMMINNYLI MacKay Municipal Insured ETF$2,585,423$1,774,971 ▲219.0%105,1840.6%ETFBUFRFT Vest Laddered Buffer ETF$2,551,679$123,476 ▼-4.6%85,3690.6%ETFNFLXNetflix$2,536,350$1,921,413 ▲312.5%3,5760.5%Consumer DiscretionaryKOCoca-Cola$2,509,583$69,920 ▼-2.7%34,9230.5%Consumer StaplesCSCOCisco Systems$2,475,156$22,619 ▼-0.9%46,5080.5%Computer and TechnologyCOPConocoPhillips$2,374,526$17,477 ▲0.7%22,5540.5%Oils/EnergyADPAutomatic Data Processing$2,369,575$51,470 ▼-2.1%8,5630.5%Business ServicesUSMViShares MSCI USA Min Vol Factor ETF$2,310,691$10,044 ▼-0.4%25,3060.5%ETFMETAMeta Platforms$2,225,395$40,066 ▼-1.8%3,8880.5%Computer and TechnologyMUBiShares National Muni Bond ETF$2,193,783$795,389 ▲56.9%20,1950.5%ETFTJXTJX Companies$2,125,123$1,706,681 ▲407.9%18,0800.5%Retail/WholesaleQCOMQUALCOMM$2,024,675$32,140 ▲1.6%11,9060.4%Computer and TechnologyCMCSAComcast$2,020,590$212,067 ▲11.7%48,3740.4%Consumer DiscretionaryILCGiShares Morningstar Growth ETF$2,018,7940.0%24,0220.4%ETFVBVanguard Small-Cap ETF$1,830,0530.0%7,7150.4%ETFRJFRaymond James$1,829,994$102,741 ▼-5.3%14,9440.4%FinanceADBEAdobe$1,774,950$1,774,950 ▲New Holding3,4280.4%Computer and TechnologyIVViShares Core S&P 500 ETF$1,764,114$4,615 ▲0.3%3,0580.4%ETFIJRiShares Core S&P Small-Cap ETF$1,735,686$16,140 ▲0.9%14,8400.4%ETFCIThe Cigna Group$1,734,071$50,931 ▲3.0%5,0050.4%MedicalCVXChevron$1,727,267$20,470 ▼-1.2%11,7290.4%Oils/EnergyBRK.BBerkshire Hathaway$1,692,376$14,728 ▲0.9%3,6770.4%FinanceCNHICNH Industrial$1,599,954$100,233 ▲6.7%144,1400.3%IndustrialsDONWisdomTree U.S. MidCap Dividend Fund$1,573,025$205 ▲0.0%30,7650.3%FinanceBABoeing$1,572,246$1,520 ▼-0.1%10,3410.3%AerospaceNTRNutrien$1,454,440$60,123 ▲4.3%30,2630.3%Basic MaterialsHRLHormel Foods$1,450,148$4,184 ▲0.3%45,7460.3%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$1,414,3050.0%26,7810.3%ETFMCDMcDonald's$1,394,469$2,157,635 ▼-60.7%4,5790.3%Retail/WholesaleTSNTyson Foods$1,365,3530.0%22,9240.3%Consumer StaplesDALDelta Air Lines$1,338,601$26,715 ▼-2.0%26,3560.3%TransportationUBERUber Technologies$1,337,998$9,395 ▼-0.7%17,8020.3%Computer and TechnologyCVSCVS Health$1,333,623$326,725 ▼-19.7%21,2090.3%Retail/WholesaleCRWDCrowdStrike$1,299,978$964,536 ▲287.5%4,6350.3%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$1,245,869$1,245,869 ▲New Holding34,2460.3%ETFUNPUnion Pacific$1,220,364$2,465 ▲0.2%4,9510.3%TransportationEPDEnterprise Products Partners$1,201,128$1,979 ▲0.2%41,2620.3%Oils/EnergyETEnergy Transfer$1,107,652$6,805 ▲0.6%69,0130.2%Oils/EnergyCCitigroup$1,100,641$125 ▲0.0%17,5820.2%FinanceIEFAiShares Core MSCI EAFE ETF$1,073,578$31,220 ▲3.0%13,7550.2%ETFILCViShares Morningstar Value ETF$999,5490.0%12,1600.2%ETFWMTWalmart$971,925$162 ▲0.0%12,0360.2%Retail/WholesaleVLOValero Energy$946,762$135,715 ▲16.7%7,0110.2%Oils/EnergyDEDeere & Company$931,282$369,258 ▼-28.4%2,2320.2%Industrial ProductsRIORio Tinto Group$926,193$4,341 ▲0.5%13,0140.2%Basic MaterialsXLFFinancial Select Sector SPDR Fund$904,361$1,677 ▼-0.2%19,9550.2%ETFLAZARD INC$881,6500.0%17,5000.2%COMBLOKAmplify Transformational Data Sharing ETF$865,410$13,057 ▼-1.5%23,0650.2%ETFDISWalt Disney$853,874$12,312 ▼-1.4%8,8770.2%Consumer DiscretionaryORCLOracle$838,128$11,075 ▼-1.3%4,9190.2%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$830,0610.0%7,0770.2%ETFDBAWXtrackers MSCI All World ex US Hedged Equity ETF$807,1580.0%23,1300.2%ETFBUFTFT Vest Buffered Allocation Defensive ETF$797,279$32,142 ▼-3.9%36,0660.2%ETFVGTVanguard Information Technology ETF$792,648$8,801 ▲1.1%1,3510.2%ETFFEMSFirst Trust Emerging Markets Small Cap AlphaDEX Fund$790,0920.0%19,2330.2%ETFINTCIntel$775,228$133,768 ▲20.9%33,0450.2%Computer and TechnologyAMTAmerican Tower$762,7970.0%3,2800.2%FinanceBACBank of America$759,396$9,682 ▼-1.3%19,1380.2%FinanceABTAbbott Laboratories$754,919$35,797 ▼-4.5%6,6220.2%MedicalCTVACorteva$748,975$4,586 ▲0.6%12,7400.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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