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Sweet Financial Partners, LLC

Q2 2022 Holdings

Filed 2022-08-03 | 167 holdings | $8.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$8383,0680.0%
JPMorgan Chase & Co(JPM)COM46625H100$8887,8860.0%
Procter and Gamble Co(PG)COM742718109$9006,2560.0%
Ishares TR(IJR)CORE S&P SCP ETF464287804$9039,7670.0%
Deere & Co(DE)COM244199105$9113,0440.0%
Tyson Foods Inc(TSN)CL A902494103$93510,8640.0%
CVS Health Corp(CVS)COM126650100$93510,0890.0%
Lilly ELI & Co(LLY)COM532457108$9442,9120.0%
BK of America Corp(BAC)COM060505104$96530,9970.0%
Abbott Labs(ABT)COM002824100$9748,9620.0%
Vanguard Index FDS(VB)SMALL CP ETF922908751$9875,6020.0%
Johnson & Johnson(JNJ)COM478160104$9975,6170.0%
Invesco Exch Traded FD TR II(BKLN)SR LN ETF46138G508$1.0K49,3270.0%
Enterprise Prods Partners L(EPD)COM293792107$1.0K42,0740.0%
Vanguard Tax-Managed Intl FD(VEA)VAN FTSE DEV MKT921943858$1.1K26,2880.0%
Home Depot Inc(HD)COM437076102$1.1K3,9770.0%
Pfizer Inc(PFE)COM717081103$1.1K21,1360.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$1.1K2,9660.0%
Ishares TR(ILCG)MORNINGSTAR GRWT464287119$1.2K23,9230.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$1.3K11,7560.0%
Wisdomtree TR(DON)US MIDCAP DIVID97717W505$1.3K33,7160.0%
Union PAC Corp(UNP)COM907818108$1.3K6,3140.0%
Chevron Corp New(CVX)COM166764100$1.4K9,3570.0%
Nutrien LTD(NTR)COM67077M108$1.4K17,9080.0%
Visa Inc(V)COM CL A92826C839$1.5K7,4460.0%
Amgen Inc(AMGN)COM031162100$1.8K7,4420.0%
Cigna Corp New(CI)COM125523100$1.9K7,0730.0%
Tidal ETF TR(RPAR)RPAR RISK PARI886364603$2.0K100,0520.0%
Raymond James Finl Inc(RJF)COM754730109$2.0K21,8800.0%
Vanguard Index FDS(VO)MID CAP ETF922908629$2.1K10,6460.0%
Microsoft Corp(MSFT)COM594918104$2.1K8,1860.0%
Unitedhealth Group Inc(UNH)COM91324P102$2.1K4,1130.0%
Hormel Foods Corp(HRL)COM440452100$2.1K45,2790.0%
Vanguard Intl Equity Index F(VT)TT WRLD ST ETF922042742$2.2K25,5440.0%
Wisdomtree TR(DGRW)US QTLY DIV GRT97717X669$2.5K44,0140.0%
Select Sector Spdr TR(XLE)ENERGY81369Y506$2.8K39,8450.0%
Spdr SER TR(KOMP)S&P KENSHO NEW78468R648$3.1K76,1660.0%
Ishares TR(USMV)MSCI USA MIN VOL46429B697$3.1K44,7920.0%
Apple Inc(AAPL)COM037833100$3.4K24,9940.0%
3M Co(MMM)COM88579Y101$3.7K28,8010.0%
Spdr Index SHS FDS(NANR)S&P NORTH AMER78463X152$4.6K94,2570.1%
Wisdomtree TR(USFR)FLOATNG RAT TREA97717Y527$4.9K96,7860.1%
First TR Exchange Traded FD(CIBR)NASDAQ CYB ETF33734X846$7.1K177,1700.1%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$7.9K202,9260.1%
Wisdomtree TR(XSOE)EM EX ST-OWNED97717X578$9.3K322,6920.1%
First TR Exchng Traded FD VI(BUFR)CBOE VEST US EQ33740F755$10.1K469,0280.1%
Ishares TR(XT)EXPONENTIAL TECH46434V381$10.5K219,7840.1%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$13.7K274,9150.2%
First TR Exchng Traded FD VI(BUFT)CBOE VEST BUFERD33740U760$15.2K821,4100.2%
First TR Exchange-Traded FD(RDVY)RISNG DIVD ACHIV33738R506$17.6K429,2240.2%
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