Sweet Financial Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Fairmont, MN
CIK
0001908936
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 182 420,491 VOO, RDVY, SCHD, FIXD 13F-HR 1/12/2024 000190893624000001
Q3 2023 171 377,643 VOO, SCHD, FIXD, RDVY 13F-HR 10/23/2023 000190893623000004
Q2 2023 177 383,854 VOO, SCHD, FIXD, RDVY 13F-HR 7/24/2023 000190893623000003
Q1 2023 171 361,533 VOO, RDVY, SCHD, FIRST TR EXCHNG TRADED FD VI 13F-HR 4/14/2023 000190893623000002
Q4 2022 167 340,426 VOO, CFO, RDVY, FIRST TR EXCHNG TRADED FD VI 13F-HR 1/19/2023 000190893623000001
Q3 2022 165 313,968 VOO, CFO, FIXD, RDVY 13F-HR 11/10/2022 000190893622000001
Q2 2022 167 319,035 VOO, CFO, FIXD, RDVY 13F-HR 8/2/2022 000108514622002733
Q1 2022 172 373,312 VOO, CFO, RPAR, FIXD 13F-HR 4/21/2022 000108514622001495
Q4 2021 156 240,925 CFO, VOO, XT, DIAL 13F-HR 2/7/2022 000108514622000544