Sweet Financial Partners, LLC Sells in Q3 2024

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-7.09K
- 60.74%
$245.82 - $304.51 $1.74M - $2.16M
4.58K $1.39M
TXN
Texas Instruments Inc

Technology
-6.26K
- 67.01%
$194.6 - $194.6 $1.22M - $1.22M
3.08K $599K
NKE
Nike, Inc.

Consumer Cyclical
-16.7K
- 78.19%
$71.09 - $89.44 $1.19M - $1.5M
4.67K $412K
GOOG
Alphabet Inc.

Communication Services
-664
- 3.17%
$149.54 - $192.66 $99.3K - $128K
20.3K $3.39M
MRK
Merck & Co., Inc.

Healthcare
-2.51K
- 31.95%
$111.15 - $128.97 $279K - $324K
5.35K $608K
MSFT
Microsoft Corp

Technology
-202
- 1.28%
$395.15 - $467.56 $79.8K - $94.4K
15.5K $6.68M
NVDA
Nvidia Corp

Technology
-1.97K
- 4.64%
$98.91 - $134.91 $194K - $265K
40.4K $4.91M
BA
Boeing CO

Industrials
-10
- 0.1%
$152.04 - $190.6 $1.52K - $1.91K
10.3K $1.57M
DE
Deere & CO

Industrials
-885
- 28.39%
$344.84 - $418.0 $305K - $370K
2.23K $931K
CVS
Cvs Health Corp

Healthcare
-5.2K
- 19.68%
$55.81 - $63.18 $290K - $328K
21.2K $1.33M
LLY
Eli Lilly & CO

Healthcare
-112
- 2.23%
$772.14 - $960.02 $86.5K - $108K
4.92K $4.36M
AMZN
Amazon Com Inc

Consumer Cyclical
-424
- 2.5%
$161.02 - $200.0 $68.3K - $84.8K
16.5K $3.08M
AMGN
Amgen Inc

Healthcare
-872
- 9.5%
$309.38 - $337.38 $270K - $294K
8.31K $2.68M
XLE
Energy Sector Spdr

ETFs
-447
- 1.21%
$84.35 - $93.39 $37.7K - $41.7K
36.6K $3.21M
CVX
Chevron Corp

Energy
-139
- 1.17%
$137.88 - $161.97 $19.2K - $22.5K
11.7K $1.73M
RJF
Raymond James Financial Inc

Financial Services
-839
- 5.32%
$106.39 - $125.13 $89.3K - $105K
14.9K $1.83M
BP
Bp PLC

Energy
-136
- 1.35%
$30.78 - $37.05 $4.19K - $5.04K
9.95K $312K
SCHW
Schwab Charles Corp

Financial Services
-145
- 3.48%
$61.74 - $76.08 $8.95K - $11K
4.03K $260K
DIS
Walt Disney CO

Communication Services
-128
- 1.42%
$85.6 - $98.61 $11K - $12.6K
8.88K $853K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-4.13K
- 4.62%
$28.1 - $29.89 $116K - $123K
85.4K $2.55M
FDX
Fedex Corp

Industrials
-4
- 0.34%
$254.64 - $313.52 $1.02K - $1.25K
1.16K $316K
FTLS
First Tr Long/Short Equity ETF

ETFs
-2.97K
- 1.65%
$60.73 - $63.8 $180K - $189K
177K $11.3M
WM
Waste Management Inc

Industrials
-59
- 2.81%
$196.96 - $223.45 $11.6K - $13.2K
2.04K $423K
F
Ford Motor CO

Consumer Cyclical
-85
- 0.71%
$9.71 - $14.55 $825 - $1.24K
11.8K $124K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-1.45K
- 3.88%
$21.51 - $22.16 $31.3K - $32.2K
36.1K $797K
XOM
Exxon Mobil Corp

Energy
-267
- 4.48%
$109.72 - $119.0 $29.3K - $31.8K
5.69K $666K
BAC
Bank Of America Corp

Financial Services
-244
- 1.26%
$36.65 - $44.13 $8.94K - $10.8K
19.1K $759K
PEP
Pepsico Inc

Consumer Defensive
-518
- 3.25%
$161.9 - $179.3 $83.9K - $92.9K
15.4K $2.62M
JPM
Jpmorgan Chase & CO

Financial Services
-152
- 4.69%
$194.9 - $224.8 $29.6K - $34.2K
3.09K $651K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-459
- 5.25%
$42.87 - $45.76 $19.7K - $21K
8.29K $375K
FTGS
First Tr Exchange Traded Fd Gr
-2.36K
- 0.75%
N/A
311K $0
Solventum Corp
-256
- 4.7%
N/A
5.19K $0
SBUX
Starbucks Corp

Consumer Cyclical
-623
- 19.51%
$72.51 - $98.6 $45.2K - $61.4K
2.57K $250K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-66
- 1.63%
$71.45 - $75.64 $4.72K - $4.99K
3.98K $299K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
-422
- 3.6%
$18.91 - $20.63 $7.98K - $8.71K
11.3K $233K
ABT
Abbott Laboratories

Healthcare
-314
- 4.53%
$100.07 - $118.13 $31.4K - $37.1K
6.62K $754K
UBER
Uber Technologies, Inc

Technology
-125
- 0.7%
$58.48 - $77.47 $7.31K - $9.68K
17.8K $1.34M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-348
- 1.49%
$31.4 - $40.35 $10.9K - $14K
23.1K $865K
VZ
Verizon Communications Inc

Communication Services
-139
- 1.13%
$38.89 - $45.0 $5.41K - $6.26K
12.1K $544K
IAT
Ishares Tr

ETFs
-935
- 5.83%
$40.8 - $48.93 $38.1K - $45.7K
15.1K $717K
SMG
Scotts Miracle Gro CO

Basic Materials
-1K
- 15.38%
$61.06 - $86.7 $61.1K - $86.7K
5.5K $476K
PM
Philip Morris International Inc.

Consumer Defensive
-68
- 1.98%
$101.25 - $127.45 $6.89K - $8.67K
3.36K $407K
DAL
Delta Air Lines, Inc.

Industrials
-526
- 1.96%
$37.32 - $51.8 $19.6K - $27.2K
26.4K $1.34M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.17K
- 1.15%
$29.58 - $30.31 $93.7K - $96K
271K $8.22M
USB
Us Bancorp \De\

Financial Services
-382
- 2.58%
$39.04 - $47.23 $14.9K - $18K
14.4K $659K
TSLA
Tesla, Inc.

Consumer Cyclical
-3
- 0.25%
$191.76 - $263.26 $575 - $790
1.21K $315K
UAL
United Airlines Holdings, Inc.

Industrials
-6
- 0.06%
$37.88 - $58.85 $227 - $353
9.54K $544K
XLF
Financial Sector Spdr

ETFs
-37
- 0.19%
$40.84 - $45.74 $1.51K - $1.69K
20K $904K
PG
Procter & Gamble CO

Consumer Defensive
-306
- 1.75%
$160.76 - $177.82 $49.2K - $54.4K
17.2K $2.97M
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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