StockDriftsStockDriftsTop 50 Sweet Financial Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 19.14% | 167.5K | $88.4M | -2.25%(-3.85K) | — | 2024-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.12% | 279.5K | $23.6M | -2.98%(-8.60K) | — | 2024-09-30 | |
| RDVY | FIRST TR EXCHANGE-TRADED FD | 4.95% | 386.0K | $22.9M | -2.01%(-7.92K) | — | 2024-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.47% | 327.8K | $20.7M | -2.72%(-9.15K) | — | 2024-09-30 | |
| XT | ISHARES TR | 2.5% | 189.4K | $11.5M | -0.56%(-1.06K) | — | 2024-09-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.45% | 228.7K | $11.3M | -0.31%(-709) | — | 2024-09-30 | |
| FTLS | FIRST TR EXCH TRADED FD III | 2.44% | 177.3K | $11.3M | -1.65%(-2.97K) | — | 2024-09-30 | |
| XSOE | WISDOMTREE TR | 2.17% | 304.0K | $10.0M | +2.00%(+5.96K) | — | 2024-09-30 | |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 2.1% | 311.3K | $9.7M | -0.75%(-2.36K) | — | 2024-09-30 | |
| CIBR | FIRST TR EXCHANGE TRADED FD | 2% | 156.2K | $9.2M | -2.20%(-3.52K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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