Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sweet Financial Partners, LLC (CIK 1908936) reported $461.8M across 198 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: VOO ($88.4M, 19.14%), SCHD ($23.6M, 5.12%), RDVY ($22.9M, 4.95%), VEU ($20.7M, 4.47%), XT ($11.5M, 2.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $88.4M | 19.14% | 167,533 | Trimmed |
| 2 | SCHD | SCHWAB STRATEGIC TR | $23.6M | 5.12% | 279,479 | Trimmed |
| 3 | RDVY | FIRST TR EXCHANGE-TRADED FD | $22.9M | 4.95% | 386,015 | Trimmed |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $20.7M | 4.47% | 327,798 | Trimmed |
| 5 | XT | ISHARES TR | $11.5M | 2.50% | 189,413 | Trimmed |
| 6 | LMBS | FIRST TR EXCHANGE-TRADED FD | $11.3M | 2.45% | 228,730 | Trimmed |
| 7 | FTLS | FIRST TR EXCH TRADED FD III | $11.3M | 2.44% | 177,340 | Trimmed |
| 8 | XSOE | WISDOMTREE TR | $10.0M | 2.17% | 303,997 | Added |
| 9 | FTGS | FIRST TR EXCHANGE-TRADED FD | $9.7M | 2.10% | 311,260 | Trimmed |
| 10 | CIBR | FIRST TR EXCHANGE TRADED FD | $9.2M | 2.00% | 156,166 | Trimmed |
| 11 | AAPL | APPLE INC | $8.9M | 1.92% | 38,146 | Trimmed |
| 12 | SPSB | SPDR SER TR | $8.2M | 1.78% | 271,426 | Trimmed |
| 13 | NANR | SPDR INDEX SHS FDS | $6.7M | 1.46% | 118,771 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $6.7M | 1.45% | 15,536 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $4.9M | 1.06% | 40,429 | Trimmed |
| 16 | UNH | UNITEDHEALTH GROUP INC | $4.4M | 0.95% | 7,487 | Trimmed |
| 17 | LLY | ELI LILLY & CO | $4.4M | 0.94% | 4,919 | Trimmed |
| 18 | FYX | FIRST TR SML CP CORE ALPHA F | $4.2M | 0.92% | 42,620 | Added |
| 19 | V | VISA INC | $4.0M | 0.86% | 14,389 | Trimmed |
| 20 | QEFA | SPDR INDEX SHS FDS | $3.9M | 0.84% | 47,962 | Hold |
| 21 | AVGO | BROADCOM INC | $3.7M | 0.81% | 21,633 | Added |
| 22 | HD | HOME DEPOT INC | $3.7M | 0.81% | 9,231 | Trimmed |
| 23 | ABBV | ABBVIE INC | $3.5M | 0.76% | 17,781 | Trimmed |
| 24 | GOOG | ALPHABET INC | $3.4M | 0.73% | 20,276 | Trimmed |
| 25 | IJH | ISHARES TR | $3.3M | 0.72% | 53,502 | Added |
Source: SEC Form 13F filings · as of 2024-09-30