Sweet Financial Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$462M
Signature - Title
Tina Coquyt - Chief Compliance Officer
Location
Fairmont, MN
Summary
This page shows a list of all the recent 13F filings made by Sweet Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sweet Financial Partners, LLC reported 198 stock holdings with total value $462M as of Q3 2024. Top holdings included VOO, SCHD, RDVY, VEU, and XT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 198 $462M +$17.4M -$14.6M +$2.83M VOO, SCHD, RDVY, VEU, XT 13F-HR 10/16/2024, 02:41 PM
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 -$5.28M +$9.34M VOO, SCHD, FIXD, RDVY, VEU 13F-HR 10/23/2023, 03:48 PM
Q2 2023 177 $384M +$32.2M -$23.8M +$8.34M VOO, SCHD, FIXD, RDVY, VEU 13F-HR 7/24/2023, 03:33 PM
Q1 2023 171 $362M +$52.5M -$41.1M +$11.4M VOO, RDVY, SCHD, BUFT, FIXD 13F-HR 4/14/2023, 10:02 AM
Q4 2022 167 $340M +$17.6M -$9.3M +$8.35M VOO, CFO, RDVY, BUFT, VEU 13F-HR 1/19/2023, 01:21 PM
Q3 2022 165 $284M +$19.1M -$5.16M +$14M VOO, FIXD, RDVY, BUFT, VEU 13F-HR 11/10/2022, 10:07 AM
Q2 2022 167 $289M +$90.6M -$63.3M +$27.3M VOO, FIXD, RDVY, BUFT, VEU 13F-HR 8/2/2022, 08:59 PM
Q1 2022 171 $317M +$140M -$7.22M +$133M VOO, RPAR, FIXD, DIAL, DBAW 13F-HR 4/21/2022, 07:48 PM
Q4 2021 156 $238M CFO, VOO, XT, DIAL, FIXD 13F-HR 2/4/2022, 05:58 PM