Sweet Financial Partners, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 18, 2024
Value $
$438M
Signature - Title
Tina Coquyt - Chief Compliance Officer
Location
1300 South Prairie Ave, Fairmont, MN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 191 $438M +$12.7M -$6.33M +$6.42M VOO, SCHD, RDVY, VEU, FTLS 13F-HR 7/18/2024, 09:29 AM
Q1 2024 196 $433M +$52.3M -$64.5M -$12.2M VOO, SCHD, RDVY, VEU, XT 13F-HR 4/23/2024, 02:08 PM
Q4 2023 182 $420M +$20.6M -$12.1M +$8.57M VOO, RDVY, SCHD, FIXD, VEU 13F-HR 1/12/2024, 12:27 PM
Q3 2023 171 $378M +$14.6M -$9.25M +$5.37M VOO, SCHD, FIXD, RDVY, VEU 13F-HR 10/23/2023, 03:48 PM
Q2 2023 177 $384M +$32.2M -$25.7M +$6.43M VOO, SCHD, FIXD, RDVY, VEU 13F-HR 7/24/2023, 03:33 PM
Q1 2023 171 $362M +$52.5M -$43.9M +$8.65M VOO, RDVY, SCHD, BUFT, FIXD 13F-HR 4/14/2023, 10:02 AM
Q4 2022 167 $340M +$17.6M -$12M +$5.64M VOO, CFO, RDVY, BUFT, VEU 13F-HR 1/19/2023, 02:21 PM
Q3 2022 165 $314M +$19.7M -$9.48M +$10.2M VOO, CFO, FIXD, RDVY, BUFT 13F-HR 11/10/2022, 11:07 AM
Q2 2022 167 $319M +$91.5M -$98.1M -$6.61M VOO, CFO, FIXD, RDVY, BUFT 13F-HR 8/2/2022, 08:59 PM
Q1 2022 172 $373M +$160M -$17.8M +$143M VOO, CFO, RPAR, FIXD, DIAL 13F-HR 4/21/2022, 07:48 PM
Q4 2021 156 $241M $0 $0 CFO, VOO, XT, DIAL, FIXD 13F-HR 2/4/2022, 06:58 PM