HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VOO) |
173,367 | -5,231 | $83,337 |
| VOO | 173,367 | -5,231 | $83,337 |
| SCHWAB STRATEGIC TR |
288,338 | +20,876 | $23,249 |
| SCHD | 288,338 | +20,876 | $23,249 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
398,538 | -5,435 | $22,386 |
| RDVY | 398,538 | -5,435 | $22,386 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
334,164 | +20,521 | $19,599 |
| VEU | 334,164 | +20,521 | $19,599 |
| ISHARES TR (XT) |
191,302 | -3,777 | $11,405 |
| XT | 191,302 | -3,777 | $11,405 |
| FIRST TR EXCH TRADED FD III (FTLS) |
177,923 | +428 | $10,971 |
| FTLS | 177,923 | +428 | $10,971 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
226,722 | +226,722 | $10,939 |
| LMBS | 226,722 | +226,722 | $10,939 |
| FIRST TR EXCHANGE TRADED FD (FTGS) |
312,616 | +312,616 | $9,600 |
| FTGS | 312,616 | +312,616 | $9,600 |
| FIRST TR EXCHANGE TRADED FD (CIBR) |
157,945 | -19,409 | $8,907 |
| CIBR | 157,945 | -19,409 | $8,907 |
| WISDOMTREE TR |
291,253 | +27,735 | $8,580 |
| XSOE | 291,253 | +27,735 | $8,580 |
| SPDR SER TR (SPSB) |
267,636 | +8,622 | $7,968 |
| SPSB | 267,636 | +8,622 | $7,968 |
| APPLE INC |
39,256 | +3,350 | $6,732 |
| AAPL | 39,256 | +3,350 | $6,732 |
| SPDR INDEX SHS FDS (NANR) |
122,821 | +24,447 | $6,704 |
| NANR | 122,821 | +24,447 | $6,704 |
| MICROSOFT CORP |
15,423 | +249 | $6,489 |
| MSFT | 15,423 | +249 | $6,489 |
| VISA INC |
14,045 | +869 | $3,920 |
| V | 14,045 | +869 | $3,920 |
| ELI LILLY & CO |
4,849 | +48 | $3,772 |
| LLY | 4,849 | +48 | $3,772 |
| SPDR INDEX SHS FDS (QEFA) |
47,962 | +137 | $3,649 |
| QEFA | 47,962 | +137 | $3,649 |
| FIRST TR SML CP CORE ALPHA F (FYX) |
39,050 | +5,215 | $3,641 |
| FYX | 39,050 | +5,215 | $3,641 |
| UNITEDHEALTH GROUP INC |
7,190 | +536 | $3,557 |
| UNH | 7,190 | +536 | $3,557 |
| SELECT SECTOR SPDR TR (XLE) |
37,189 | +305 | $3,511 |
| XLE | 37,189 | +305 | $3,511 |
| HOME DEPOT INC |
9,086 | +473 | $3,485 |
| HD | 9,086 | +473 | $3,485 |
| NVIDIA CORPORATION |
3,694 | +2,455 | $3,338 |
| NVDA | 3,694 | +2,455 | $3,338 |
| ISHARES TR (IJH) |
53,040 | +43,804 | $3,222 |
| IJH | 53,040 | +43,804 | $3,222 |
| ABBVIE INC |
17,491 | +575 | $3,185 |
| ABBV | 17,491 | +575 | $3,185 |
| ALPHABET INC |
20,260 | +2,677 | $3,085 |
| GOOG | 20,260 | +2,677 | $3,085 |
| AMAZON COM INC |
16,901 | +228 | $3,049 |
| AMZN | 16,901 | +228 | $3,049 |
| MCDONALDS CORP |
10,573 | +683 | $2,981 |
| MCD | 10,573 | +683 | $2,981 |
| WISDOMTREE TR |
38,438 | -870 | $2,929 |
| DGRW | 38,438 | -870 | $2,929 |
| MASTERCARD INCORPORATED |
6,051 | +325 | $2,914 |
| MA | 6,051 | +325 | $2,914 |
| SPDR SER TR (KOMP) |
60,088 | +2 | $2,889 |
| KOMP | 60,088 | +2 | $2,889 |
| PEPSICO INC |
15,599 | +2,682 | $2,730 |
| PEP | 15,599 | +2,682 | $2,730 |
| PROCTER AND GAMBLE CO |
16,694 | +954 | $2,709 |
| PG | 16,694 | +954 | $2,709 |
| VANGUARD INTL EQUITY INDEX F (VT) |
24,345 | -612 | $2,690 |
| VT | 24,345 | -612 | $2,690 |
| VANGUARD INDEX FDS (VO) |
10,729 | -52 | $2,681 |
| VO | 10,729 | -52 | $2,681 |
| BROADCOM INC |
1,985 | -56 | $2,631 |
| AVGO | 1,985 | -56 | $2,631 |
| AMGEN INC |
9,202 | -4,212 | $2,616 |
| AMGN | 9,202 | -4,212 | $2,616 |
| ISHARES INC (IEMG) |
50,504 | UNCH | $2,606 |
| IEMG | 50,504 | UNCH | $2,606 |
| CONOCOPHILLIPS |
20,178 | +14,789 | $2,568 |
| COP | 20,178 | +14,789 | $2,568 |
| 3M CO |
24,060 | -2,215 | $2,552 |
| MMM | 24,060 | -2,215 | $2,552 |
| FIRST TR EXCHNG TRADED FD VI (BUFR) |
88,280 | -410,547 | $2,468 |
| BUFR | 88,280 | -410,547 | $2,468 |
| RAYMOND JAMES FINL INC |
17,532 | -3,250 | $2,252 |
| RJF | 17,532 | -3,250 | $2,252 |
| CISCO SYS INC |
44,042 | +5,252 | $2,198 |
| CSCO | 44,042 | +5,252 | $2,198 |
| COSTCO WHSL CORP NEW |
2,932 | +2,394 | $2,148 |
| COST | 2,932 | +2,394 | $2,148 |
| ISHARES TR (USMV) |
25,568 | UNCH | $2,137 |
| USMV | 25,568 | UNCH | $2,137 |
| JOHNSON & JOHNSON |
13,227 | +3,054 | $2,092 |
| JNJ | 13,227 | +3,054 | $2,092 |
| AUTOMATIC DATA PROCESSING IN |
8,273 | +535 | $2,066 |
| ADP | 8,273 | +535 | $2,066 |
| COCA COLA CO |
32,714 | +8,527 | $2,001 |
| KO | 32,714 | +8,527 | $2,001 |
| META PLATFORMS INC |
3,908 | -2,793 | $1,898 |
| META | 3,908 | -2,793 | $1,898 |
| QUALCOMM INC |
11,077 | +11,077 | $1,875 |
| QCOM | 11,077 | +11,077 | $1,875 |
| LOCKHEED MARTIN CORP |
4,109 | +4,109 | $1,869 |
| LMT | 4,109 | +4,109 | $1,869 |
See Full List: All Stocks Held By Sweet Financial Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sweet Financial Partners LLC
|
Size ($ in 1000's)
At 03/31/2024: $433,187 At 12/31/2023: $420,490 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 |
