Sweet Financial Partners, LLC Reduced Holdings in Q3 2024

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NANR
Spdr Index Shs Fds S&P North A

ETFs
-2.44K
- 2.02%
$51.89 - $57.3 $127K - $140K
119K $6.73M
ORCL
Oracle Corp

Technology
-65
- 1.3%
$125.9 - $170.35 $8.18K - $11.1K
4.92K $837K
VT
Vanguard Total World Stk Index

ETFs
-303
- 1.24%
$107.72 - $119.96 $32.6K - $36.3K
24.1K $2.89M
IBM
International Business Machines Corp

Technology
-52
- 1.66%
$175.1 - $223.38 $9.11K - $11.6K
3.09K $682K
V
Visa Inc.

Financial Services
-114
- 0.79%
$253.74 - $291.56 $28.9K - $33.2K
14.4K $3.96M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-110
- 0.43%
$83.76 - $91.82 $9.21K - $10.1K
25.3K $2.31M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-15
- 0.29%
$72.18 - $107.33 $1.08K - $1.61K
5.2K $552K
KO
Coca Cola CO

Consumer Defensive
-973
- 2.71%
$62.69 - $73.01 $61K - $71K
34.9K $2.51M
META
Meta Platforms, Inc.

Communication Services
-70
- 1.77%
$453.41 - $572.44 $31.7K - $40.1K
3.89K $2.23M
JNJ
Johnson & Johnson

Healthcare
-175
- 1.08%
$145.48 - $167.38 $25.5K - $29.3K
16.1K $2.61M
CSCO
Cisco Systems, Inc.

Technology
-425
- 0.91%
$44.74 - $53.22 $19K - $22.6K
46.5K $2.48M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-709
- 0.31%
$47.95 - $49.61 $34K - $35.2K
229K $11.3M
ADP
Automatic Data Processing Inc

Industrials
-186
- 2.13%
$233.44 - $279.45 $43.4K - $52K
8.56K $2.37M
MA
Mastercard Inc

Financial Services
-80
- 1.26%
$429.6 - $500.99 $34.4K - $40.1K
6.25K $3.09M
XT
Ishares Tr Exponential Technol

ETFs
-1.06K
- 0.56%
$54.51 - $61.59 $57.9K - $65.4K
189K $11.5M
ABBV
Abb Vie Inc.

Healthcare
-467
- 2.56%
$163.84 - $199.33 $76.5K - $93.1K
17.8K $3.51M
UNH
Unitedhealth Group Inc

Healthcare
-216
- 2.8%
$488.01 - $604.18 $105K - $131K
7.49K $4.38M
HD
Home Depot, Inc.

Consumer Cyclical
-234
- 2.47%
$333.64 - $405.2 $78.1K - $94.8K
9.23K $3.74M
AAPL
Apple Inc.

Technology
-1.4K
- 3.53%
$207.23 - $234.82 $289K - $328K
38.1K $8.88M
MMM
3 M CO

Industrials
-426
- 1.77%
$99.69 - $139.42 $42.5K - $59.4K
23.6K $3.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
-9.15K
- 2.72%
$56.47 - $63.69 $517K - $583K
328K $20.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.6K
- 2.98%
$77.02 - $85.06 $662K - $731K
279K $23.6M
RDVY
First Trust Rising Dividend Ac

ETFs
-7.92K
- 2.01%
$53.68 - $59.24 $425K - $469K
386K $22.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.85K
- 2.25%
$475.2 - $527.7 $1.83M - $2.03M
168K $88.4M
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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