Sweet Financial Partners, LLC Purchases in Q3 2024

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
2.71K
+ 312.46%
$598.55 - $722.26 $1.62M - $1.96M
3.58K $2.54M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
72.2K
+ 219.01%
$23.89 - $24.58 $1.73M - $1.77M
105K $2.59M
ADBE
Adobe Inc.

Technology
3.43K
New
$508.13 - $586.55 $1.74M - $2.01M
3.43K $1.77M
TJX
Tjx Companies Inc

Consumer Cyclical
14.5K
+ 407.87%
$107.93 - $120.23 $1.57M - $1.75M
18.1K $2.13M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
34.2K
New
$32.65 - $36.69 $1.12M - $1.26M
34.2K $1.25M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
5.96K
+ 2.0%
$29.23 - $33.51 $174K - $200K
304K $10M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.44K
+ 287.54%
$217.89 - $392.15 $749K - $1.35M
4.64K $1.3M
MUB
Ishares National Muni Bond ETF

ETFs
7.32K
+ 56.88%
$106.13 - $108.7 $777K - $796K
20.2K $2.19M
FYX
First Tr Small Cap Core Alphad

ETFs
3.57K
+ 9.14%
$89.32 - $100.62 $319K - $359K
42.6K $4.24M
LMT
Lockheed Martin Corp

Industrials
229
+ 5.16%
$460.3 - $584.56 $105K - $134K
4.67K $2.73M
DELL
Dell Technologies Inc.

Technology
3.02K
New
$87.89 - $145.97 $265K - $440K
3.02K $357K
MSI
Motorola Solutions, Inc.

Technology
741
New
$385.65 - $450.49 $286K - $334K
741 $333K
CMCSA
Comcast Corp

Communication Services
5.08K
+ 11.73%
$37.33 - $41.78 $190K - $212K
48.4K $2.02M
COST
Costco Wholesale Corp

Consumer Defensive
172
+ 5.58%
$801.83 - $917.05 $138K - $158K
3.26K $2.89M
VO
Vanguard Mid Cap ETF

ETFs
75
+ 0.7%
$237.84 - $263.83 $17.8K - $19.8K
10.8K $2.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
427
+ 0.8%
$57.32 - $62.65 $24.5K - $26.8K
53.5K $3.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.25K
New
$96.25 - $101.98 $216K - $229K
2.25K $227K
SO
Southern CO

Utilities
2.39K
New
$77.0 - $90.52 $184K - $216K
2.39K $215K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 0.88%
$405.19 - $478.57 $13K - $15.3K
3.68K $1.69M
VUG
Vanguard Growth ETF

ETFs
542
New
$341.08 - $391.94 $185K - $212K
542 $208K
MO
Altria Group, Inc.

Consumer Defensive
4.04K
New
$45.95 - $54.71 $186K - $221K
4.04K $206K
ORI
Old Republic International Corp

Financial Services
5.74K
New
$29.89 - $35.9 $172K - $206K
5.74K $203K
KOMP
Spdr S&P Kensho New Economies

ETFs
4
+ 0.01%
$44.44 - $50.42 $178 - $202
57.9K $2.86M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
138
+ 0.94%
$105.53 - $118.34 $14.6K - $16.3K
14.8K $1.74M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.02%
$66.91 - $81.4 $134 - $163
12K $971K
NU
Nu Holdings Ltd.

Financial Services
10K
New
$10.71 - $15.14 $107K - $151K
10K $136K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4
+ 0.01%
$46.17 - $51.13 $185 - $205
30.8K $1.57M
CNHI
Cnh Industrial N.V.

Industrials
9.03K
+ 6.68%
$9.47 - $10.66 $85.5K - $96.3K
144K $1.5M
CI
Cigna Corp

Healthcare
147
+ 3.03%
$319.12 - $367.1 $46.9K - $54K
5.01K $1.73M
FVD
First Tr Value Line Divid Inde

ETFs
2.19K
+ 44.52%
$40.45 - $45.49 $88.5K - $99.5K
7.1K $323K
BX
Blackstone Inc.

Financial Services
1
+ 0.02%
$120.77 - $159.66 $121 - $160
4.16K $636K
IEFA
Ishares Tr

ETFs
400
+ 3.0%
$70.09 - $78.74 $28K - $31.5K
13.8K $1.07M
UNP
Union Pacific Corp

Industrials
10
+ 0.2%
$221.78 - $256.09 $2.22K - $2.56K
4.95K $1.22M
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$316.8 - $391.12 $317 - $391
1.63K $637K
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.26%
$520.18 - $576.82 $4.16K - $4.61K
3.06K $1.76M
RIO
Rio Tinto PLC

Basic Materials
61
+ 0.47%
$59.71 - $71.21 $3.64K - $4.34K
13K $926K
CTVA
Corteva, Inc.

Basic Materials
78
+ 0.62%
$50.72 - $58.78 $3.96K - $4.58K
12.7K $748K
HRL
Hormel Foods Corp

Consumer Defensive
132
+ 0.29%
$30.04 - $33.14 $3.97K - $4.37K
45.7K $1.45M
VTV
Vanguard Value ETF

ETFs
45
+ 2.21%
$159.75 - $174.57 $7.19K - $7.86K
2.08K $362K
PFE
Pfizer Inc

Healthcare
72
+ 0.28%
$27.7 - $31.39 $1.99K - $2.26K
25.5K $738K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.99%
$416.14 - $494.01 $2.08K - $2.47K
511 $251K
VGT
Vanguard Information Technolog

ETFs
15
+ 1.12%
$514.43 - $606.85 $7.72K - $9.1K
1.35K $792K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.9%
$517.38 - $573.86 $2.59K - $2.87K
558 $320K
IEMG
Ishares Inc

ETFs
246
+ 0.49%
$53.64 - $53.64 $13.2K - $13.2K
50.8K $2.72M
CRM
Salesforce, Inc.

Technology
1
+ 0.1%
$238.42 - $276.53 $238 - $277
954 $261K
AIQ
Global X Funds Global X Artifi

ETFs
1
+ 0.01%
$31.85 - $37.36 $31.9 - $37.4
10K $372K
TGT
Target Corp

Consumer Defensive
1
+ 0.06%
$133.47 - $159.25 $133 - $159
1.59K $247K
EPD
Enterprise Products Partners L.P.

Energy
68
+ 0.17%
$27.88 - $30.0 $1.9K - $2.04K
41.3K $1.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
327
+ 1.73%
$20.69 - $21.17 $6.77K - $6.92K
19.2K $404K
Activity Summary
Buys All Purchases 65 New Holdings 10 Increased Positions 55 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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