HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VOO) |
173,282 | -8,040 | $70,574 |
| VOO | 173,282 | -8,040 | $70,574 |
| SCHWAB STRATEGIC TR |
291,896 | +41,729 | $21,198 |
| SCHD | 291,896 | +41,729 | $21,198 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
473,452 | +87,612 | $20,912 |
| FIXD | 473,452 | +87,612 | $20,912 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
411,170 | -2,970 | $19,366 |
| RDVY | 411,170 | -2,970 | $19,366 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
302,797 | +7,704 | $16,475 |
| VEU | 302,797 | +7,704 | $16,475 |
| FIRST TR EXCHNG TRADED FD VI (BUFR) |
499,463 | -13,761 | $12,507 |
| BUFR | 499,463 | -13,761 | $12,507 |
| ISHARES TR (XT) |
197,776 | -1,537 | $10,996 |
| XT | 197,776 | -1,537 | $10,996 |
| FIRST TR EXCHNG TRADED FD VI (BUFT) |
493,660 | -422,679 | $9,824 |
| BUFT | 493,660 | -422,679 | $9,824 |
| FIRST TR EXCH TRADED FD III (FTLS) |
174,168 | -2,265 | $9,194 |
| FTLS | 174,168 | -2,265 | $9,194 |
| FIRST TR EXCHANGE TRADED FD (CIBR) |
188,419 | -9,170 | $8,556 |
| CIBR | 188,419 | -9,170 | $8,556 |
| WISDOMTREE TR |
282,031 | +1,528 | $7,883 |
| XSOE | 282,031 | +1,528 | $7,883 |
| SPDR SER TR (SPSB) |
247,228 | +133,693 | $7,278 |
| SPSB | 247,228 | +133,693 | $7,278 |
| APPLE INC |
33,041 | +1,772 | $6,409 |
| AAPL | 33,041 | +1,772 | $6,409 |
| SPDR INDEX SHS FDS (NANR) |
103,350 | -695 | $5,324 |
| NANR | 103,350 | -695 | $5,324 |
| MICROSOFT CORP |
13,301 | +961 | $4,529 |
| MSFT | 13,301 | +961 | $4,529 |
| WISDOMTREE TR |
72,778 | +813 | $3,662 |
| USFR | 72,778 | +813 | $3,662 |
| SPDR INDEX SHS FDS (QEFA) |
45,415 | +45,415 | $3,175 |
| QEFA | 45,415 | +45,415 | $3,175 |
| SELECT SECTOR SPDR TR (XLE) |
36,853 | -1,220 | $2,991 |
| XLE | 36,853 | -1,220 | $2,991 |
| AMGEN INC |
12,900 | +3,094 | $2,864 |
| AMGN | 12,900 | +3,094 | $2,864 |
| ISHARES TR (USMV) |
38,356 | -556 | $2,851 |
| USMV | 38,356 | -556 | $2,851 |
| UNITEDHEALTH GROUP INC |
5,879 | +1,275 | $2,826 |
| UNH | 5,879 | +1,275 | $2,826 |
| VISA INC |
11,500 | +1,996 | $2,731 |
| V | 11,500 | +1,996 | $2,731 |
| SPDR SER TR (KOMP) |
60,321 | +395 | $2,690 |
| KOMP | 60,321 | +395 | $2,690 |
| WISDOMTREE TR |
39,308 | -3,375 | $2,620 |
| DGRW | 39,308 | -3,375 | $2,620 |
| 3M CO |
25,018 | -267 | $2,504 |
| MMM | 25,018 | -267 | $2,504 |
| MCDONALDS CORP |
8,342 | +1,387 | $2,489 |
| MCD | 8,342 | +1,387 | $2,489 |
| VANGUARD INTL EQUITY INDEX F (VT) |
25,405 | -247 | $2,464 |
| VT | 25,405 | -247 | $2,464 |
| VANGUARD INDEX FDS (VO) |
10,781 | UNCH | $2,374 |
| VO | 10,781 | UNCH | $2,374 |
| HOME DEPOT INC |
7,587 | +1,718 | $2,357 |
| HD | 7,587 | +1,718 | $2,357 |
| ABBOTT LABS |
20,862 | +4,673 | $2,274 |
| ABT | 20,862 | +4,673 | $2,274 |
| LILLY ELI & CO |
4,838 | +633 | $2,269 |
| LLY | 4,838 | +633 | $2,269 |
| MERCK & CO INC |
19,163 | +3,037 | $2,211 |
| MRK | 19,163 | +3,037 | $2,211 |
| RAYMOND JAMES FINL INC |
20,781 | -999 | $2,156 |
| RJF | 20,781 | -999 | $2,156 |
| PROCTER AND GAMBLE CO |
13,603 | +3,181 | $2,064 |
| PG | 13,603 | +3,181 | $2,064 |
| CISCO SYS INC |
39,079 | +10,254 | $2,022 |
| CSCO | 39,079 | +10,254 | $2,022 |
| META PLATFORMS INC |
6,977 | +661 | $2,002 |
| META | 6,977 | +661 | $2,002 |
| JOHNSON & JOHNSON |
12,071 | +3,124 | $1,998 |
| JNJ | 12,071 | +3,124 | $1,998 |
| PEPSICO INC |
10,740 | +2,392 | $1,989 |
| PEP | 10,740 | +2,392 | $1,989 |
| MASTERCARD INCORPORATED |
5,016 | +1,166 | $1,973 |
| MA | 5,016 | +1,166 | $1,973 |
| THE CIGNA GROUP |
6,881 | -9 | $1,931 |
| CI | 6,881 | -9 | $1,931 |
| PHILIP MORRIS INTL INC |
19,246 | +5,986 | $1,879 |
| PM | 19,246 | +5,986 | $1,879 |
| HORMEL FOODS CORP |
46,229 | +871 | $1,859 |
| HRL | 46,229 | +871 | $1,859 |
| BROADCOM INC |
2,131 | +474 | $1,848 |
| AVGO | 2,131 | +474 | $1,848 |
| ABBVIE INC |
13,508 | +3,439 | $1,820 |
| ABBV | 13,508 | +3,439 | $1,820 |
| COSTCO WHSL CORP NEW |
3,320 | +893 | $1,787 |
| COST | 3,320 | +893 | $1,787 |
| VICTORY PORTFOLIOS II |
28,987 | -87,722 | $1,786 |
| CFO | 28,987 | -87,722 | $1,786 |
| ISHARES INC (IEMG) |
35,949 | UNCH | $1,772 |
| IEMG | 35,949 | UNCH | $1,772 |
| AMAZON COM INC |
13,290 | +167 | $1,732 |
| AMZN | 13,290 | +167 | $1,732 |
| UNITED PARCEL SERVICE INC |
9,443 | +3,299 | $1,693 |
| UPS | 9,443 | +3,299 | $1,693 |
| FIRST TR SML CP CORE ALPHA F (FYX) |
20,210 | +20,210 | $1,662 |
| FYX | 20,210 | +20,210 | $1,662 |
See Full List: All Stocks Held By Sweet Financial Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sweet Financial Partners LLC
|
Size ($ in 1000's)
At 06/30/2023: $383,851 At 03/31/2023: $361,542 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 |
