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.
- FDX: Country of operation United States; Class COM; Shares 1,156; Value $316,268.
- TSLA: Country of operation United States; Class COM; Shares 1,205; Value $315,264.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 1,757; Value $291,436.
- CODI: Country of operation United States; Class SH BEN INT; Shares 13,000; Value $287,690.
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 |
|---|
FDX
FEDEX CORP | United States | COM | 1,156 | $316,268 | 0.20% | 2024-09-30 | 2024-10-16 | +30.35% |
|---|
TSLA
TESLA INC | United States | COM | 1,205 | $315,264 | 0.20% | 2024-09-30 | 2024-10-16 | +34.86% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,757 | $291,436 | 0.18% | 2024-09-30 | 2024-10-16 | +105.56% |
|---|
CODI
COMPASS DIVERSIFIED | United States | SH BEN INT | 13,000 | $287,690 | 0.18% | 2024-09-30 | 2024-10-16 | — split 2025-05-08, ratio not on file |
|---|
YUM
YUM BRANDS INC | United States | COM | 1,900 | $265,449 | 0.17% | 2024-09-30 | 2024-10-16 | -1.42% |
|---|
CRM
SALESFORCE INC | United States | COM | 954 | $260,985 | 0.16% | 2024-09-30 | 2024-10-16 | -17.68% |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 4,025 | $260,860 | 0.16% | 2024-09-30 | 2024-10-16 | +52.91% |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 511 | $251,039 | 0.16% | 2024-09-30 | 2024-10-16 | -16.10% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 2,570 | $250,549 | 0.16% | 2024-09-30 | 2024-10-16 | -2.11% |
|---|
TGT
TARGET CORP | United States | COM | 1,586 | $247,204 | 0.15% | 2024-09-30 | 2024-10-16 | +0.37% |
|---|
IHS
IHS HOLDING LIMITED | | ORD SHS | 81,000 | $242,190 | 0.15% | 2024-09-30 | 2024-10-16 | +180.27% |
|---|
EXPE
EXPEDIA GROUP INC | United States | COM NEW | 1,600 | $236,832 | 0.15% | 2024-09-30 | 2024-10-16 | +79.93% |
|---|
DLR
DIGITAL RLTY TR INC | United States | COM | 1,400 | $226,562 | 0.14% | 2024-09-30 | 2024-10-16 | +9.10% |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 7,889 | $224,126 | 0.14% | 2024-09-30 | 2024-10-16 | +95.28% |
|---|
SO
SOUTHERN CO | United States | COM | 2,386 | $215,159 | 0.13% | 2024-09-30 | 2024-10-16 | -7.46% |
|---|
MDGL
MADRIGAL PHARMACEUTICALS INC | United States | COM | 1,000 | $212,220 | 0.13% | 2024-09-30 | 2024-10-16 | +140.05% |
|---|
HI
HILLENBRAND INC | United States | COM | 7,603 | $211,359 | 0.13% | 2024-09-30 | 2024-10-16 | |
|---|
CTRA
COTERRA ENERGY INC | United States | COM | 8,732 | $209,130 | 0.13% | 2024-09-30 | 2024-10-16 | |
|---|
MO
ALTRIA GROUP INC | United States | COM | 4,042 | $206,324 | 0.13% | 2024-09-30 | 2024-10-16 | +34.64% |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 1,975 | $204,820 | 0.13% | 2024-09-30 | 2024-10-16 | +926.98% |
|---|
ORI
OLD REP INTL CORP | United States | COM | 5,742 | $203,382 | 0.13% | 2024-09-30 | 2024-10-16 | +7.43% |
|---|
GT
GOODYEAR TIRE & RUBR CO | United States | COM | 20,461 | $181,080 | 0.11% | 2024-09-30 | 2024-10-16 | -43.50% |
|---|
STLA
STELLANTIS N.V | | SHS | 11,100 | $155,955 | 0.10% | 2024-09-30 | 2024-10-16 | -68.47% |
|---|
NU
NU HLDGS LTD | | ORD SHS CL A | 10,000 | $136,500 | 0.09% | 2024-09-30 | 2024-10-16 | -9.52% |
|---|
F
FORD MTR CO DEL | United States | COM | 11,810 | $124,717 | 0.08% | 2024-09-30 | 2024-10-16 | +16.48% |
|---|
AKTSQ
AKOUSTIS TECHNOLOGIES INC | United States | COM | 19,226 | $1,721 | 0.00% | 2024-09-30 | 2024-10-16 | |
|---|
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