0001085146-22-000544.txt : 20220207
0001085146-22-000544.hdr.sgml : 20220207
20220204185806
ACCESSION NUMBER: 0001085146-22-000544
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220207
DATE AS OF CHANGE: 20220204
EFFECTIVENESS DATE: 20220207
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sweet Financial Partners, LLC
CENTRAL INDEX KEY: 0001908936
IRS NUMBER: 411813845
STATE OF INCORPORATION: MN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21614
FILM NUMBER: 22595094
BUSINESS ADDRESS:
STREET 1: 1300 SOUTH PRAIRIE AVE
CITY: FAIRMONT
STATE: MN
ZIP: 56031
BUSINESS PHONE: 507-235-5587
MAIL ADDRESS:
STREET 1: 1300 SOUTH PRAIRIE AVE
CITY: FAIRMONT
STATE: MN
ZIP: 56031
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001908936
XXXXXXXX
12-31-2021
12-31-2021
false
Sweet Financial Partners, LLC
1300 SOUTH PRAIRIE AVE
FAIRMONT
MN
56031
13F HOLDINGS REPORT
028-21614
N
Tina Coquyt
CCO
507-235-5587
/s/Tina Coquyt
Fairmont
MN
02-04-2022
0
156
240925
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
2664
14997
SH
SOLE
14997
0
0
ABBOTT LABS
COM
002824100
609
4330
SH
SOLE
4330
0
0
ABBVIE INC
COM
00287Y109
321
2372
SH
SOLE
2372
0
0
ADVANCED DRAIN SYS INC DEL
COM
00790R104
806
5924
SH
SOLE
5924
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
770
6485
SH
SOLE
6485
0
0
ALPHABET INC
CAP STK CL A
02079K305
403
139
SH
SOLE
139
0
0
ALPHABET INC
CAP STK CL C
02079K107
205
71
SH
SOLE
71
0
0
AMAZON COM INC
COM
023135106
720
216
SH
SOLE
216
0
0
AMGEN INC
COM
031162100
770
3421
SH
SOLE
3421
0
0
AMPLIFY ETF TR
BLACKSWAN GRWT
032108888
230
6659
SH
SOLE
6659
0
0
AMPLIFY ETF TR
BLOCKCHAIN LDR
032108607
605
15062
SH
SOLE
15062
0
0
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
308
5088
SH
SOLE
5088
0
0
APA CORPORATION
COM
03743Q108
211
7847
SH
SOLE
7847
0
0
APPLE INC
COM
037833100
3063
17251
SH
SOLE
17251
0
0
APPLIED MATLS INC
COM
038222105
216
1375
SH
SOLE
1375
0
0
ARK ETF TR
AUTNMUS TECHNLGY
00214Q203
799
10370
SH
SOLE
10370
0
0
ARTS WAY MFG INC
COM
043168103
155
43703
SH
SOLE
43703
0
0
AXON ENTERPRISE INC
COM
05464C101
276
1760
SH
SOLE
1760
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
819
2738
SH
SOLE
2738
0
0
BGC PARTNERS INC
CL A
05541T101
47
10000
SH
SOLE
10000
0
0
BIO-TECHNE CORP
COM
09073M104
1252
2420
SH
SOLE
2420
0
0
BK OF AMERICA CORP
COM
060505104
476
10706
SH
SOLE
10706
0
0
BLACKSTONE INC
COM
09260D107
511
3950
SH
SOLE
3950
0
0
BOEING CO
COM
097023105
933
4632
SH
SOLE
4632
0
0
BOSTON BEER INC
CL A
100557107
253
500
SH
SOLE
500
0
0
BP PLC
SPONSORED ADR
055622104
262
9822
SH
SOLE
9822
0
0
CACI INTL INC
CL A
127190304
406
1508
SH
SOLE
1508
0
0
CANADIAN NATL RY CO
COM
136375102
612
4979
SH
SOLE
4979
0
0
CAPITAL ONE FINL CORP
COM
14040H105
363
2500
SH
SOLE
2500
0
0
CATERPILLAR INC
COM
149123101
625
3021
SH
SOLE
3021
0
0
CHEVRON CORP NEW
COM
166764100
995
8483
SH
SOLE
8483
0
0
CIGNA CORP NEW
COM
125523100
1105
4811
SH
SOLE
4811
0
0
CISCO SYS INC
COM
17275R102
232
3660
SH
SOLE
3660
0
0
CITIGROUP INC
COM NEW
172967424
744
12312
SH
SOLE
12312
0
0
COHEN & STEERS CLOSED-END OP
COM
19248P106
151
10216
SH
SOLE
10216
0
0
COLUMBIA ETF TR I
DIVERSIFID FXD
19761L508
18803
882358
SH
SOLE
882358
0
0
CONOCOPHILLIPS
COM
20825C104
350
4849
SH
SOLE
4849
0
0
CORTEVA INC
COM
22052L104
601
12715
SH
SOLE
12715
0
0
CVS HEALTH CORP
COM
126650100
1008
9775
SH
SOLE
9775
0
0
DBX ETF TR
XTRACK MSCI ALL
233051820
2508
74451
SH
SOLE
74451
0
0
DEERE & CO
COM
244199105
436
1272
SH
SOLE
1272
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
867
22188
SH
SOLE
22188
0
0
DISNEY WALT CO
COM
254687106
611
3943
SH
SOLE
3943
0
0
DOW INC
COM
260557103
279
4926
SH
SOLE
4926
0
0
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
391
47475
SH
SOLE
47475
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
813
37009
SH
SOLE
37009
0
0
EXCHANGE TRADED CONCEPTS TR
EMQQ EM INTERN
301505889
2447
57045
SH
SOLE
57045
0
0
FASTENAL CO
COM
311900104
296
4624
SH
SOLE
4624
0
0
FIRST TR EXCHANGE TRADED FD
DJ INTL INTRNT
33734X770
1896
52593
SH
SOLE
52593
0
0
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
957
18125
SH
SOLE
18125
0
0
FIRST TR EXCHANGE-TRADED ALP
SML CAP VAL ALPH
33737M409
618
11640
SH
SOLE
11640
0
0
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
564
11471
SH
SOLE
11471
0
0
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
1791
34584
SH
SOLE
34584
0
0
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
16568
311339
SH
SOLE
311339
0
0
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
209
4857
SH
SOLE
4857
0
0
FLEXIBLE SOLUTIONS INTL INC
COM
33938T104
65
16800
SH
SOLE
16800
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
290
6947
SH
SOLE
6947
0
0
GENCO SHIPPING & TRADING LTD
SHS
Y2685T131
200
12500
SH
SOLE
12500
0
0
GENERAL MTRS CO
COM
37045V100
565
9636
SH
SOLE
9636
0
0
GILEAD SCIENCES INC
COM
375558103
225
3096
SH
SOLE
3096
0
0
GLOBAL X FDS
CONSCIOUS COS
37954Y731
436
12635
SH
SOLE
12635
0
0
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
268
7600
SH
SOLE
7600
0
0
GOLDMAN SACHS BDC INC
SHS
38147U107
567
29580
SH
SOLE
29580
0
0
GOODYEAR TIRE & RUBR CO
COM
382550101
287
13455
SH
SOLE
13455
0
0
HILLENBRAND INC
COM
431571108
260
5000
SH
SOLE
5000
0
0
HOME DEPOT INC
COM
437076102
797
1920
SH
SOLE
1920
0
0
HONEYWELL INTL INC
COM
438516106
312
1497
SH
SOLE
1497
0
0
HORMEL FOODS CORP
COM
440452100
2066
42323
SH
SOLE
42323
0
0
INFOSYS LTD
SPONSORED ADR
456788108
251
9906
SH
SOLE
9906
0
0
INVESCO DB MULTI-SECTOR COMM
AGRICULTURE FD
46140H106
310
15705
SH
SOLE
15705
0
0
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
46138G102
260
5000
SH
SOLE
5000
0
0
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
46137V142
279
4580
SH
SOLE
4580
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
423
7062
SH
SOLE
7062
0
0
ISHARES TR
AGGRES ALLOC ETF
464289859
206
2825
SH
SOLE
2825
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
1168
15650
SH
SOLE
15650
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
271
959
SH
SOLE
959
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
1105
9654
SH
SOLE
9654
0
0
ISHARES TR
DEVSMCP EXNA ETF
464288497
679
9755
SH
SOLE
9755
0
0
ISHARES TR
EXPONENTIAL TECH
46434V381
20955
317163
SH
SOLE
317163
0
0
ISHARES TR
GLOB HLTHCRE ETF
464287325
277
3070
SH
SOLE
3070
0
0
ISHARES TR
MSCI EAFE ETF
464287465
220
2798
SH
SOLE
2798
0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
2532
31295
SH
SOLE
31295
0
0
ISHARES TR
NORTH AMERN NAT
464287374
341
10834
SH
SOLE
10834
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
667
5790
SH
SOLE
5790
0
0
JOHNSON & JOHNSON
COM
478160104
324
1894
SH
SOLE
1894
0
0
JPMORGAN CHASE & CO
COM
46625H100
343
2166
SH
SOLE
2166
0
0
LILLY ELI & CO
COM
532457108
241
874
SH
SOLE
874
0
0
LUMENTUM HLDGS INC
COM
55024U109
405
3832
SH
SOLE
3832
0
0
MARRIOTT INTL INC NEW
CL A
571903202
354
2145
SH
SOLE
2145
0
0
MCDONALDS CORP
COM
580135101
253
942
SH
SOLE
942
0
0
MEDTRONIC PLC
SHS
G5960L103
266
2573
SH
SOLE
2573
0
0
MERCK & CO INC
COM
58933Y105
481
6270
SH
SOLE
6270
0
0
META PLATFORMS INC
CL A
30303M102
239
712
SH
SOLE
712
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
337
7500
SH
SOLE
7500
0
0
MICROSOFT CORP
COM
594918104
1396
4151
SH
SOLE
4151
0
0
MIROMATRIX MED INC
COM
60471P108
47
10000
SH
SOLE
10000
0
0
NOKIA CORP
SPONSORED ADR
654902204
212
34116
SH
SOLE
34116
0
0
NORFOLK SOUTHN CORP
COM
655844108
208
700
SH
SOLE
700
0
0
NORWEGIAN CRUISE LINE HLDG L
SHS
G66721104
242
11665
SH
SOLE
11665
0
0
NUTRIEN LTD
COM
67077M108
1391
18500
SH
SOLE
18500
0
0
ON SEMICONDUCTOR CORP
COM
682189105
368
5419
SH
SOLE
5419
0
0
ORACLE CORP
COM
68389X105
333
3823
SH
SOLE
3823
0
0
ORGANON & CO
COMMON STOCK
68622V106
204
6684
SH
SOLE
6684
0
0
PEPSICO INC
COM
713448108
445
2562
SH
SOLE
2562
0
0
PFIZER INC
COM
717081103
533
9030
SH
SOLE
9030
0
0
POOL CORP
COM
73278L105
209
370
SH
SOLE
370
0
0
PROCTER AND GAMBLE CO
COM
742718109
440
2692
SH
SOLE
2692
0
0
QUANTA SVCS INC
COM
74762E102
205
1791
SH
SOLE
1791
0
0
RADIAN GROUP INC
COM
750236101
317
15000
SH
SOLE
15000
0
0
RAYMOND JAMES FINL INC
COM
754730109
2003
19950
SH
SOLE
19950
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
536
8005
SH
SOLE
8005
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
523
5106
SH
SOLE
5106
0
0
SCIENCE APPLICATIONS INTL CO
COM
808625107
376
4500
SH
SOLE
4500
0
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
223
1973
SH
SOLE
1973
0
0
SEALED AIR CORP NEW
COM
81211K100
304
4500
SH
SOLE
4500
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
2289
41237
SH
SOLE
41237
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
688
17610
SH
SOLE
17610
0
0
SNAP INC
CL A
83304A106
298
6335
SH
SOLE
6335
0
0
SOUTHWEST AIRLS CO
COM
844741108
397
9264
SH
SOLE
9264
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
259
546
SH
SOLE
546
0
0
SPDR SER TR
S&P KENSHO NEW
78468R648
4165
70661
SH
SOLE
70661
0
0
SSGA ACTIVE ETF TR
ULT SHT TRM BD
78467V707
2074
51431
SH
SOLE
51431
0
0
STELLANTIS N.V
SHS
N82405106
431
23000
SH
SOLE
23000
0
0
STRYKER CORPORATION
COM
863667101
518
1937
SH
SOLE
1937
0
0
TARGET CORP
COM
87612E106
401
1734
SH
SOLE
1734
0
0
TE CONNECTIVITY LTD
SHS
H84989104
207
1281
SH
SOLE
1281
0
0
TELEPHONE & DATA SYS INC
COM NEW
879433829
453
22500
SH
SOLE
22500
0
0
TESLA INC
COM
88160R101
248
235
SH
SOLE
235
0
0
TIDAL ETF TR
RPAR RISK PARI
886364603
467
18635
SH
SOLE
18635
0
0
TJX COS INC NEW
COM
872540109
251
3300
SH
SOLE
3300
0
0
TYSON FOODS INC
CL A
902494103
772
8853
SH
SOLE
8853
0
0
UBER TECHNOLOGIES INC
COM
90353T100
728
17355
SH
SOLE
17355
0
0
UNION PAC CORP
COM
907818108
1345
5338
SH
SOLE
5338
0
0
UNITED AIRLS HLDGS INC
COM
910047109
470
10737
SH
SOLE
10737
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1048
2087
SH
SOLE
2087
0
0
US BANCORP DEL
COM NEW
902973304
443
7888
SH
SOLE
7888
0
0
VALERO ENERGY CORP
COM
91913Y100
424
5642
SH
SOLE
5642
0
0
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
523
2860
SH
SOLE
2860
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
2654
10418
SH
SOLE
10418
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
36649
83947
SH
SOLE
83947
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1227
5427
SH
SOLE
5427
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
202
837
SH
SOLE
837
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
412
6717
SH
SOLE
6717
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2389
22236
SH
SOLE
22236
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1338
26200
SH
SOLE
26200
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
238
2121
SH
SOLE
2121
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
447
975
SH
SOLE
975
0
0
VICTORY PORTFOLIOS II
VCSHS US 500 ENH
92647N782
38332
493203
SH
SOLE
493203
0
0
VISA INC
COM CL A
92826C839
789
3643
SH
SOLE
3643
0
0
WALMART INC
COM
931142103
491
3391
SH
SOLE
3391
0
0
WELLS FARGO CO NEW
COM
949746101
296
6174
SH
SOLE
6174
0
0
WISDOMTREE TR
EM EX ST-OWNED
97717X578
6379
173121
SH
SOLE
173121
0
0
WISDOMTREE TR
US MIDCAP DIVID
97717W505
1504
33913
SH
SOLE
33913
0
0
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2931
44497
SH
SOLE
44497
0
0
WISDOMTREE TR
US SMALLCAP FUND
97717W562
514
10000
SH
SOLE
10000
0
0
YUM BRANDS INC
COM
988498101
264
1900
SH
SOLE
1900
0
0