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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Sweet Financial Partners, Llc reports $461.79M in US-listed equity holdings across 198 positions in its most recent 13F filing. Its largest disclosed positions are VOO (19.1%), SCHD (5.1%) and RDVY (5.0%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sweet Financial Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908936). View Sweet Financial Partners, Llc’s 13F filings on SEC