Notify me when Sweet Financial Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 198 | $461,790,916 | +$17,379,447 | -$14,552,322 | +$2,827,125 | VOO, SCHD, RDVY, VEU, XT | 13F-HR | 16 Oct 2024, 14:41 |
| Q2 2024 | 191 | $437,667,825 | +$12,742,327 | -$6,326,048 | +$6,416,279 | VOO, SCHD, RDVY, VEU, FTLS | 13F-HR | 18 Jul 2024, 09:29 |
| Q1 2024 | 196 | $433,186,345 | +$52,347,418 | -$64,516,379 | -$12,168,961 | VOO, SCHD, RDVY, VEU, XT | 13F-HR | 23 Apr 2024, 14:08 |
| Q4 2023 | 182 | $420,491,004 | +$20,645,056 | -$12,077,205 | +$8,567,851 | VOO, RDVY, SCHD, FIXD, VEU | 13F-HR | 12 Jan 2024, 12:27 |
| Q3 2023 | 171 | $377,643,952 | +$14,614,452 | -$9,245,463 | +$5,368,989 | VOO, SCHD, FIXD, RDVY, VEU | 13F-HR | 23 Oct 2023, 15:48 |
| Q2 2023 | 177 | $383,854,611 | +$32,165,425 | -$25,737,502 | +$6,427,923 | VOO, SCHD, FIXD, RDVY, VEU | 13F-HR | 24 Jul 2023, 15:33 |
| Q1 2023 | 171 | $361,533,645 | +$52,540,060 | -$43,893,544 | +$8,646,516 | VOO, RDVY, SCHD, BUFT, FIXD | 13F-HR | 14 Apr 2023, 10:02 |
| Q4 2022 | 167 | $340,426,707 | +$17,649,895 | -$12,013,825 | +$5,636,070 | VOO, CFO, RDVY, BUFT, VEU | 13F-HR | 19 Jan 2023, 14:21 |
| Q3 2022 | 165 | $313,968,000 | +$19,651,469 | -$9,479,601 | +$10,171,868 | VOO, CFO, FIXD, RDVY, BUFT | 13F-HR | 10 Nov 2022, 11:07 |
| Q2 2022 | 167 | $319,035,000 | +$91,503,531 | -$98,118,070 | -$6,614,539 | VOO, CFO, FIXD, RDVY, BUFT | 13F-HR | 02 Aug 2022, 20:59 |
| Q1 2022 | 172 | $373,312,000 | +$160,428,056 | -$17,755,149 | +$142,672,907 | VOO, CFO, RPAR, FIXD, DIAL | 13F-HR | 21 Apr 2022, 19:48 |
| Q4 2021 | 156 | $240,925,000 | $0 | $0 | $0 | CFO, VOO, XT, DIAL, FIXD | 13F-HR | 04 Feb 2022, 18:58 |