Advertisement
Screener

Sweet Financial Partners, LLC Current Holdings: Foreign Stocks

Sweet Financial Partners, LLC current holdings: Foreign Stocks

Sweet Financial Partners, LLC reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 4 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are RIO, BUD, BP.

  • RIO: Country of operation —; Class SPONSORED ADR; Shares 13,014; Value $926,193.
  • BUD: Country of operation —; Class SPONSORED ADR; Shares 5,263; Value $348,884.
  • BP: Country of operation —; Class SPONSORED ADR; Shares 9,948; Value $312,268.
  • LYG: Country of operation —; Class SPONSORED ADR; Shares 15,000; Value $46,800.

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.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
RIO
RIO TINTO PLC
SPONSORED ADR13,014$926,1930.58%2024-09-302024-10-16+32.30%
BUD
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR5,263$348,8840.22%2024-09-302024-10-16+12.07%
BP
BP PLC
SPONSORED ADR9,948$312,2680.20%2024-09-302024-10-16+38.64%
LYG
LLOYDS BANKING GROUP PLC
SPONSORED ADR15,000$46,8000.03%2024-09-302024-10-16+82.37%

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet