Sweet Financial Partners, LLC current holdings: USA Stocks
Sweet Financial Partners, LLC reported $0.16 billion in share positions in stocks (listed in the US), 126 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are AAPL, MSFT, NVDA.
- AAPL: Country of operation United States; Class COM; Shares 38,146; Value $8,888,048.
- MSFT: Country of operation United States; Class COM; Shares 15,536; Value $6,685,224.
- NVDA: Country of operation United States; Class COM; Shares 40,429; Value $4,909,687.
- UNH: Country of operation United States; Class COM; Shares 7,487; Value $4,377,251.
Form 13F-HR as filed (SEC CIK 1908936): quarter ended 2024-09-30, filed 2024-10-16. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 38,146 | $8,888,048 | 5.56% | 2024-09-30 | 2024-10-16 | |
| MSFT MICROSOFT CORP | United States | COM | 15,536 | $6,685,224 | 4.18% | 2024-09-30 | 2024-10-16 | +18.28% |
| NVDA NVIDIA CORPORATION | United States | COM | 40,429 | $4,909,687 | 3.07% | 2024-09-30 | 2024-10-16 | +87.10% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 7,487 | $4,377,251 | 2.74% | 2024-09-30 | 2024-10-16 | -35.87% |
| LLY ELI LILLY & CO | United States | COM | 4,919 | $4,357,516 | 2.73% | 2024-09-30 | 2024-10-16 | +33.71% |
| V VISA INC | United States | COM CL A | 14,389 | $3,956,135 | 2.48% | 2024-09-30 | 2024-10-16 | +33.07% |
| HD HOME DEPOT INC | United States | COM | 9,231 | $3,740,527 | 2.34% | 2024-09-30 | 2024-10-16 | -28.91% |
| AVGO BROADCOM INC | United States | COM | 21,633 | $3,731,754 | 2.34% | 2024-09-30 | 2024-10-16 | +105.86% |
| ABBV ABBVIE INC | United States | COM | 17,781 | $3,511,397 | 2.20% | 2024-09-30 | 2024-10-16 | +33.32% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 20,276 | $3,389,970 | 2.12% | 2024-09-30 | 2024-10-16 | +101.76% |
| MMM 3M CO | United States | COM | 23,642 | $3,231,861 | 2.02% | 2024-09-30 | 2024-10-16 | +23.26% |
| MA MASTERCARD INCORPORATED | United States | CL A | 6,254 | $3,088,281 | 1.93% | 2024-09-30 | 2024-10-16 | +14.13% |
| AMZN AMAZON COM INC | United States | COM | 16,513 | $3,076,867 | 1.93% | 2024-09-30 | 2024-10-16 | +32.38% |
| PG PROCTER AND GAMBLE CO | United States | COM | 17,160 | $2,972,197 | 1.86% | 2024-09-30 | 2024-10-16 | -14.36% |
| COST COSTCO WHSL CORP NEW | United States | COM | 3,255 | $2,885,670 | 1.81% | 2024-09-30 | 2024-10-16 | +4.29% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 4,668 | $2,728,911 | 1.71% | 2024-09-30 | 2024-10-16 | -12.38% |
| AMGN AMGEN INC | United States | COM | 8,307 | $2,676,712 | 1.68% | 2024-09-30 | 2024-10-16 | +31.48% |
| PEP PEPSICO INC | United States | COM | 15,433 | $2,624,431 | 1.64% | 2024-09-30 | 2024-10-16 | -24.32% |
| JNJ JOHNSON & JOHNSON | United States | COM | 16,086 | $2,606,865 | 1.63% | 2024-09-30 | 2024-10-16 | +65.11% |
| NFLX NETFLIX INC | United States | COM | 3,576 | $2,536,350 | 1.59% | 2024-09-30 | 2024-10-16 | -0.89% |
| KO COCA COLA CO | United States | COM | 34,923 | $2,509,583 | 1.57% | 2024-09-30 | 2024-10-16 | +20.85% |
| CSCO CISCO SYS INC | United States | COM | 46,508 | $2,475,156 | 1.55% | 2024-09-30 | 2024-10-16 | +100.94% |
| COP CONOCOPHILLIPS | United States | COM | 22,554 | $2,374,526 | 1.49% | 2024-09-30 | 2024-10-16 | +19.15% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 8,563 | $2,369,575 | 1.48% | 2024-09-30 | 2024-10-16 | -5.40% |
| META META PLATFORMS INC | United States | CL A | 3,888 | $2,225,395 | 1.39% | 2024-09-30 | 2024-10-16 | +29.06% |
| TJX TJX COS INC NEW | United States | COM | 18,080 | $2,125,123 | 1.33% | 2024-09-30 | 2024-10-16 | +13.83% |
| QCOM QUALCOMM INC | United States | COM | 11,906 | $2,024,675 | 1.27% | 2024-09-30 | 2024-10-16 | +8.26% |
| CMCSA COMCAST CORP NEW | United States | CL A | 48,374 | $2,020,590 | 1.26% | 2024-09-30 | 2024-10-16 | -44.83% |
| RJF RAYMOND JAMES FINL INC | United States | COM | 14,944 | $1,829,994 | 1.15% | 2024-09-30 | 2024-10-16 | +30.53% |
| ADBE ADOBE INC | United States | COM | 3,428 | $1,774,950 | 1.11% | 2024-09-30 | 2024-10-16 | -54.97% |
| CI THE CIGNA GROUP | United States | COM | 5,005 | $1,734,071 | 1.09% | 2024-09-30 | 2024-10-16 | -20.55% |
| CVX CHEVRON CORP NEW | United States | COM | 11,729 | $1,727,267 | 1.08% | 2024-09-30 | 2024-10-16 | +38.78% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3,677 | $1,692,376 | 1.06% | 2024-09-30 | 2024-10-16 | ||
| CNH CNH INDL N V | SHS | 144,140 | $1,599,954 | 1.00% | 2024-09-30 | 2024-10-16 | +17.66% | |
| BA BOEING CO | United States | COM | 10,341 | $1,572,246 | 0.98% | 2024-09-30 | 2024-10-16 | +23.44% |
| NTR NUTRIEN LTD | COM | 30,263 | $1,454,440 | 0.91% | 2024-09-30 | 2024-10-16 | +48.11% | |
| HRL HORMEL FOODS CORP | United States | COM | 45,746 | $1,450,148 | 0.91% | 2024-09-30 | 2024-10-16 | -37.38% |
| MCD MCDONALDS CORP | United States | COM | 4,579 | $1,394,469 | 0.87% | 2024-09-30 | 2024-10-16 | -23.16% |
| TSN TYSON FOODS INC | United States | CL A | 22,924 | $1,365,353 | 0.85% | 2024-09-30 | 2024-10-16 | -14.41% |
| DAL DELTA AIR LINES INC DEL | United States | COM NEW | 26,356 | $1,338,601 | 0.84% | 2024-09-30 | 2024-10-16 | +67.10% |
| UBER UBER TECHNOLOGIES INC | United States | COM | 17,802 | $1,337,998 | 0.84% | 2024-09-30 | 2024-10-16 | -7.72% |
| CVS CVS HEALTH CORP | United States | COM | 21,209 | $1,333,623 | 0.83% | 2024-09-30 | 2024-10-16 | +38.52% |
| CRWD CROWDSTRIKE HLDGS INC | United States | CL A | 4,635 | $1,299,978 | 0.81% | 2024-09-30 | 2024-10-16 | +274.70% |
| UNP UNION PAC CORP | United States | COM | 4,951 | $1,220,364 | 0.76% | 2024-09-30 | 2024-10-16 | +11.23% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 41,262 | $1,201,128 | 0.75% | 2024-09-30 | 2024-10-16 | +23.74% |
| ET ENERGY TRANSFER L P | United States | COM UT LTD PTN | 69,013 | $1,107,652 | 0.69% | 2024-09-30 | 2024-10-16 | +24.05% |
| C CITIGROUP INC | United States | COM NEW | 17,582 | $1,100,641 | 0.69% | 2024-09-30 | 2024-10-16 | +108.95% |
| WMT WALMART INC | United States | COM | 12,036 | $971,925 | 0.61% | 2024-09-30 | 2024-10-16 | +32.26% |
| VLO VALERO ENERGY CORP | United States | COM | 7,011 | $946,762 | 0.59% | 2024-09-30 | 2024-10-16 | +187.14% |
| DE DEERE & CO | United States | COM | 2,232 | $931,282 | 0.58% | 2024-09-30 | 2024-10-16 | +63.06% |
| LAZ LAZARD INC | COM | 17,500 | $881,650 | 0.55% | 2024-09-30 | 2024-10-16 | -28.94% | |
| DIS DISNEY WALT CO | United States | COM | 8,877 | $853,874 | 0.53% | 2024-09-30 | 2024-10-16 | +9.59% |
| ORCL ORACLE CORP | United States | COM | 4,919 | $838,128 | 0.52% | 2024-09-30 | 2024-10-16 | -19.14% |
| INTC INTEL CORP | United States | COM | 33,045 | $775,228 | 0.49% | 2024-09-30 | 2024-10-16 | +394.16% |
| AMT AMERICAN TOWER CORP NEW | United States | COM | 3,280 | $762,797 | 0.48% | 2024-09-30 | 2024-10-16 | -28.04% |
| BAC BANK AMERICA CORP | United States | COM | 19,138 | $759,396 | 0.48% | 2024-09-30 | 2024-10-16 | +38.51% |
| ABT ABBOTT LABS | United States | COM | 6,622 | $754,919 | 0.47% | 2024-09-30 | 2024-10-16 | -11.46% |
| CTVA CORTEVA INC | United States | COM | 12,740 | $748,975 | 0.47% | 2024-09-30 | 2024-10-16 | +32.45% |
| PFE PFIZER INC | United States | COM | 25,515 | $738,395 | 0.46% | 2024-09-30 | 2024-10-16 | -0.76% |
| CP CANADIAN PACIFIC KANSAS CITY | COM | 8,527 | $729,400 | 0.46% | 2024-09-30 | 2024-10-16 | +1.13% | |
| AXON AXON ENTERPRISE INC | United States | COM | 1,810 | $723,276 | 0.45% | 2024-09-30 | 2024-10-16 | +5.00% |
| SYK STRYKER CORPORATION | United States | COM | 1,943 | $701,967 | 0.44% | 2024-09-30 | 2024-10-16 | -22.83% |
| TECH BIO-TECHNE CORP | United States | COM | 8,680 | $693,792 | 0.43% | 2024-09-30 | 2024-10-16 | -9.45% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 3,087 | $682,489 | 0.43% | 2024-09-30 | 2024-10-16 | -0.49% |
| XOMXXXX EXXON MOBIL CORP | COM | 5,687 | $666,680 | 0.42% | 2024-09-30 | 2024-10-16 | ||
| USB US BANCORP DEL | United States | US BANCORP DEL | 14,411 | $659,018 | 0.41% | 2024-09-30 | 2024-10-16 | +27.14% |
| JPM JPMORGAN CHASE & CO | United States | COM | 3,089 | $651,252 | 0.41% | 2024-09-30 | 2024-10-16 | +58.86% |
| CAT CATERPILLAR INC | United States | COM | 1,629 | $637,325 | 0.40% | 2024-09-30 | 2024-10-16 | +111.35% |
| BX BLACKSTONE INC | United States | COM | 4,157 | $636,621 | 0.40% | 2024-09-30 | 2024-10-16 | -25.55% |
| TXN TEXAS INSTRS INC | United States | COM | 3,080 | $636,313 | 0.40% | 2024-09-30 | 2024-10-16 | +36.37% |
| MRK MERCK & CO INC | United States | COM | 5,354 | $608,012 | 0.38% | 2024-09-30 | 2024-10-16 | +31.45% |
| MGM MGM RESORTS INTERNATIONAL | United States | COM | 15,500 | $605,895 | 0.38% | 2024-09-30 | 2024-10-16 | -19.37% |
| COF CAPITAL ONE FINL CORP | United States | COM | 4,030 | $603,412 | 0.38% | 2024-09-30 | 2024-10-16 | +31.21% |
| PLD PROLOGIS INC. | United States | COM | 4,655 | $587,833 | 0.37% | 2024-09-30 | 2024-10-16 | +5.01% |
| CNI CANADIAN NATL RY CO | COM | 4,959 | $580,947 | 0.36% | 2024-09-30 | 2024-10-16 | +2.90% | |
| UAL UNITED AIRLS HLDGS INC | United States | COM | 9,542 | $544,467 | 0.34% | 2024-09-30 | 2024-10-16 | +97.42% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 12,115 | $544,086 | 0.34% | 2024-09-30 | 2024-10-16 | +2.38% |
| MAR MARRIOTT INTL INC NEW | United States | CL A | 2,109 | $524,297 | 0.33% | 2024-09-30 | 2024-10-16 | +45.46% |
| PPLI IAC INC | United States | COM NEW | 9,000 | $484,380 | 0.30% | 2024-09-30 | 2024-10-16 | -7.72% |
| GM GENERAL MTRS CO | United States | COM | 10,730 | $481,133 | 0.30% | 2024-09-30 | 2024-10-16 | +79.46% |
| SMG SCOTTS MIRACLE-GRO CO | United States | CL A | 5,500 | $476,850 | 0.30% | 2024-09-30 | 2024-10-16 | -42.91% |
| OXY OCCIDENTAL PETE CORP | United States | COM | 9,035 | $465,668 | 0.29% | 2024-09-30 | 2024-10-16 | +6.60% |
| DAR DARLING INGREDIENTS INC | United States | COM | 11,895 | $442,018 | 0.28% | 2024-09-30 | 2024-10-16 | +62.33% |
| HONZZZZ HONEYWELL INTL INC | COM | 2,073 | $428,502 | 0.27% | 2024-09-30 | 2024-10-16 | ||
| CCI CROWN CASTLE INC | United States | COM | 3,600 | $427,068 | 0.27% | 2024-09-30 | 2024-10-16 | -43.46% |
| WM WASTE MGMT INC DEL | United States | COM | 2,041 | $423,756 | 0.27% | 2024-09-30 | 2024-10-16 | -0.25% |
| NKE NIKE INC | United States | CL B | 4,666 | $412,499 | 0.26% | 2024-09-30 | 2024-10-16 | -59.46% |
| RCL ROYAL CARIBBEAN GROUP | United States | COM | 2,315 | $410,588 | 0.26% | 2024-09-30 | 2024-10-16 | +46.97% |
| PM PHILIP MORRIS INTL INC | United States | COM | 3,361 | $408,053 | 0.26% | 2024-09-30 | 2024-10-16 | +59.72% |
| ENPH ENPHASE ENERGY INC | United States | COM | 3,500 | $395,570 | 0.25% | 2024-09-30 | 2024-10-16 | -71.84% |
| DBA INVESCO DB MULTI-SECTOR COMM | United States | AGRICULTURE FD | 15,000 | $391,350 | 0.24% | 2024-09-30 | 2024-10-16 | +8.28% |
| XYZ BLOCK INC | United States | CL A | 5,611 | $376,666 | 0.24% | 2024-09-30 | 2024-10-16 | +10.31% |
| WFC WELLS FARGO CO NEW | United States | COM | 6,461 | $364,965 | 0.23% | 2024-09-30 | 2024-10-16 | +42.47% |
| SOLV SOLVENTUM CORP | United States | COM SHS | 5,186 | $361,568 | 0.23% | 2024-09-30 | 2024-10-16 | +28.11% |
| DELL DELL TECHNOLOGIES INC | United States | CL C | 3,016 | $357,568 | 0.22% | 2024-09-30 | 2024-10-16 | +355.20% |
| UNG UNITED STS NAT GAS FD LP | United States | UNIT PAR | 21,125 | $344,971 | 0.22% | 2024-09-30 | 2024-10-16 | -36.62% |
| FAST FASTENAL CO | United States | COM | 4,790 | $342,102 | 0.21% | 2024-09-30 | 2024-10-16 | +39.90% |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 1,532 | $341,774 | 0.21% | 2024-09-30 | 2024-10-16 | -23.61% |
| MSI MOTOROLA SOLUTIONS INC | United States | COM NEW | 741 | $333,288 | 0.21% | 2024-09-30 | 2024-10-16 | -0.78% |
| LNC LINCOLN NATL CORP IND | United States | COM | 10,200 | $321,402 | 0.20% | 2024-09-30 | 2024-10-16 | +29.86% |
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