HoldingsChannel.com
Sweet Financial Partners LLC Top Holdings
As of  06/30/2022, below is a summary of the Sweet Financial Partners LLC top holdings by largest position size, as per the latest 13f filing made by Sweet Financial Partners LLC. In the Sweet Financial Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Sweet Financial Partners LLC in that top holding, then the share count change between reporting periods, and finally the Sweet Financial Partners LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 164,978 +61,771 $57,227
     VOO164,978+61,771$57,227
VICTORY PORTFOLIOS II 456,366 +5,082 $29,326
     CFO456,366+5,082$29,326
FIRST TR EXCHNG TRADED FD VI (FIXD) 412,441 +49,385 $19,125
     FIXD412,441+49,385$19,125
FIRST TR EXCHANGE TRADED FD (RDVY) 429,224 +261,454 $17,564
     RDVY429,224+261,454$17,564
FIRST TR EXCHNG TRADED FD VI (BUFT) 821,410 +821,410 $15,237
     BUFT821,410+821,410$15,237
VANGUARD INTL EQUITY INDEX F (VEU) 274,915 +38,245 $13,735
     VEU274,915+38,245$13,735
ISHARES TR (XT) 219,784 -3,991 $10,534
     XT219,784-3,991$10,534
FIRST TR EXCHNG TRADED FD VI (BUFR) 469,028 +453,906 $10,065
     BUFR469,028+453,906$10,065
WISDOMTREE TR 322,692 -780 $9,255
     XSOE322,692-780$9,255
SCHWAB STRATEGIC TR 202,926 +2,184 $7,912
     SCHA202,926+2,184$7,912
FIRST TR EXCHANGE TRADED FD (CIBR) 177,170 +159,045 $7,129
     CIBR177,170+159,045$7,129
WISDOMTREE TR 96,786 +96,786 $4,871
     USFR96,786+96,786$4,871
SPDR INDEX SHS FDS (NANR) 94,257 +94,257 $4,639
     NANR94,257+94,257$4,639
3M CO 28,801 +1,388 $3,727
     MMM28,801+1,388$3,727
APPLE INC 24,994 +1,281 $3,417
     AAPL24,994+1,281$3,417
ISHARES TR (USMV) 44,792 +13,560 $3,145
     USMV44,792+13,560$3,145
SPDR SER TR (KOMP) 76,166 -181,853 $3,088
     KOMP76,166-181,853$3,088
SELECT SECTOR SPDR TR (XLE) 39,845 -1,702 $2,849
     XLE39,845-1,702$2,849
WISDOMTREE TR 44,014 +10 $2,522
     DGRW44,014+10$2,522
VANGUARD INTL EQUITY INDEX F (VT) 25,544 +328 $2,180
     VT25,544+328$2,180
HORMEL FOODS CORP 45,279 +179 $2,144
     HRL45,279+179$2,144
UNITEDHEALTH GROUP INC 4,113 +298 $2,112
     UNH4,113+298$2,112
MICROSOFT CORP 8,186 +1,575 $2,102
     MSFT8,186+1,575$2,102
VANGUARD INDEX FDS (VO) 10,646 +1 $2,097
     VO10,646+1$2,097
RAYMOND JAMES FINL INC 21,880 UNCH $1,956
     RJF21,880UNCH$1,956
TIDAL ETF TR (RPAR) 100,052 -839,736 $1,954
     RPAR100,052-839,736$1,954
CIGNA CORP NEW 7,073 -38 $1,864
     CI7,073-38$1,864
AMGEN INC 7,442 +2,511 $1,811
     AMGN7,442+2,511$1,811
DBX ETF TR (DBAW) 54,405 -422,678 $1,597
     DBAW54,405-422,678$1,597
VISA INC 7,446 +847 $1,466
     V7,446+847$1,466
NUTRIEN LTD 17,908 -1,622 $1,427
     NTR17,908-1,622$1,427
CHEVRON CORP NEW 9,357 +116 $1,355
     CVX9,357+116$1,355
UNION PAC CORP 6,314 -134 $1,347
     UNP6,314-134$1,347
WISDOMTREE TR 33,716 -1,133 $1,314
     DON33,716-1,133$1,314
ISHARES TR (MUB) 11,756 +7,671 $1,250
     MUB11,756+7,671$1,250
ISHARES TR (ILCG) 23,923 +23,923 $1,198
     ILCG23,923+23,923$1,198
ISHARES TR (IVV) 2,966 +2,966 $1,125
     IVV2,966+2,966$1,125
PFIZER INC 21,136 +2,684 $1,108
     PFE21,136+2,684$1,108
HOME DEPOT INC 3,977 +198 $1,091
     HD3,977+198$1,091
VANGUARD TAX MANAGED INTL FD (VEA) 26,288 UNCH $1,073
     VEA26,288UNCH$1,073
ENTERPRISE PRODS PARTNERS L 42,074 UNCH $1,025
     EPD42,074UNCH$1,025
INVESCO EXCH TRADED FD TR II (BKLN) 49,327 +24,173 $1,000
     BKLN49,327+24,173$1,000
JOHNSON & JOHNSON 5,617 +585 $997
     JNJ5,617+585$997
VANGUARD INDEX FDS (VB) 5,602 UNCH $987
     VB5,602UNCH$987
ABBOTT LABS 8,962 +1,532 $974
     ABT8,962+1,532$974
BK OF AMERICA CORP 30,997 +7,555 $965
     BAC30,997+7,555$965
BOEING CO 6,919 +1,786 $946
     BA6,919+1,786$946
LILLY ELI & CO 2,912 +211 $944
     LLY2,912+211$944
CVS HEALTH CORP 10,089 +96 $935
     CVS10,089+96$935
TYSON FOODS INC 10,864 UNCH $935
     TSN10,864UNCH$935

See Full List: All Stocks Held By Sweet Financial Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sweet Financial Partners LLC

Size ($ in 1000's)
At 06/30/2022: $319,035
At 03/31/2022: $373,312

Sweet Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sweet Financial Partners LLC 13F filings. Link to 13F filings: SEC filings

Sweet Financial Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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