0001908936-22-000001.txt : 20221110
0001908936-22-000001.hdr.sgml : 20221110
20221110110702
ACCESSION NUMBER: 0001908936-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221110
DATE AS OF CHANGE: 20221110
EFFECTIVENESS DATE: 20221110
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: 221375673
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
09-30-2022
09-30-2022
Sweet Financial Partners, LLC
1300 SOUTH PRAIRIE AVE
FAIRMONT
MN
56031
13F HOLDINGS REPORT
028-21614
N
Tina Coquyt
COO
507-235-5587
Tina Coquyt
Fairmont
MN
11-10-2022
0
165
313968
false
INFORMATION TABLE
2
sfp-13f2022q3.xml
NOKIA CORP
SPONSORED ADR
654902204
59
13754
SH
SOLE
0
0
13754
ARTS WAY MFG INC
COM
043168103
80
43807
SH
SOLE
0
0
43807
IHS HOLDING LIMITED
ORD SHS
G4701H109
153
27500
SH
SOLE
0
0
27500
FORD MTR CO DEL
COM
345370860
156
13913
SH
SOLE
0
0
13913
SEALED AIR CORP NEW
COM
81211K100
200
4500
SH
SOLE
0
0
4500
VANGUARD WHITEHALLFDS
HIGH DIV YLD
921946406
201
2121
SH
SOLE
0
0
2121
YUM BRANDS INC
COM
988498101
202
1900
SH
SOLE
0
0
1900
POLARIS INC
COM
731068102
205
2147
SH
SOLE
0
0
2147
TJX COS INC NEW
COM
872540109
205
3300
SH
SOLE
0
0
3300
INVESCO EXCHANGE TRADED FD T
DYNMC SEMICNDT
46137V647
206
2292
SH
SOLE
0
0
2292
ISHARES TR
CORE S&P MCP ETF
464287507
215
981
SH
SOLE
0
0
981
FASTENAL CO
COM
311900104
221
4790
SH
SOLE
0
0
4790
MEDTRONIC PLC
SHS
G5960L103
221
2742
SH
SOLE
0
0
2742
SCIENCE APPLICATIONS INTL CORP
COM
808625107
221
2500
SH
SOLE
0
0
2500
INVESCO EXCHANGE TRADED FD TR II
S&P SMLCP LOW
46138G102
223
5500
SH
SOLE
0
0
5500
AXON ENTERPRISE INC
COM
05464C101
227
1960
SH
SOLE
0
0
1960
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
228
5050
SH
SOLE
0
0
5050
CAPITAL ONE FINL CORP
COM
14040H105
233
2530
SH
SOLE
0
0
2530
COTERRA ENERGY INC
COM
127097103
233
8912
SH
SOLE
0
0
8912
ISHARES TR
U.S. ENERGY ETF
464287796
236
6000
SH
SOLE
0
0
6000
SOUTHERN CO
COM
842587107
245
3606
SH
SOLE
0
0
3606
CUMMINS INC
COM
231021106
254
1250
SH
SOLE
0
0
1250
PROLOGIS INC.
COM
74340W103
254
2500
SH
SOLE
0
0
2500
CANADIAN PAC RY LTD
COM
13645T100
255
3829
SH
SOLE
0
0
3829
CACI INTL INC
CL A
127190304
261
1000
SH
SOLE
0
0
1000
NORWEGIAN CRUISE LINE HLDG LTD
SHS
G66721104
261
22950
SH
SOLE
0
0
22950
LUMENTUM HLDGS INC
COM
55024U109
262
3825
SH
SOLE
0
0
3825
PACCAR INC
COM
693718108
267
3195
SH
SOLE
0
0
3195
BOSTON BEER INC
CL A
100557107
275
850
SH
SOLE
0
0
850
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
281
6840
SH
SOLE
0
0
6840
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
285
7600
SH
SOLE
0
0
7600
DOW INC
COM
260557103
287
6536
SH
SOLE
0
0
6536
RADIAN GROUP INC
COM
750236101
289
15000
SH
SOLE
0
0
15000
BP PLC
SPONSORED ADR
055622104
291
10175
SH
SOLE
0
0
10175
VANGUARD WORLD FDS
INF TECH ETF
92204A702
294
956
SH
SOLE
0
0
956
INVESCO DB MULTI-SECTOR COMM
AGRICULTURE FD
46140H106
300
15000
SH
SOLE
0
0
15000
ISHARES GLOBAL HEALTHCARE ETF
GLOB HLTHCRE ETF
464287325
300
3980
SH
SOLE
0
0
3980
ISHARES INC
CORE MSCI EMKT
46434G103
300
6974
SH
SOLE
0
0
6974
INTERNATIONAL BUSINESS MACHS
COM
459200101
306
2575
SH
SOLE
0
0
2575
LAZARD LTD
SHS A
G54050102
318
10000
SH
SOLE
0
0
10000
STARBUCKS CORP
COM
855244109
318
3773
SH
SOLE
0
0
3773
GLOBAL X FDS
CONSCIOUS COS
37954Y731
322
12635
SH
SOLE
0
0
12635
ORACLE CORP
COM
68389X105
323
5292
SH
SOLE
0
0
5292
FIRST TR EXCHNG TRADED FD VI
TCW UNCONSTRAI
33740F888
324
13620
SH
SOLE
0
0
13620
WASTE MGMT INC DEL
COM
94106L109
333
2076
SH
SOLE
0
0
2076
HONEYWELL INTL INC
COM
438516106
335
2009
SH
SOLE
0
0
2009
TESLA INC
COM
88160R101
337
1272
SH
SOLE
0
0
1272
TELEPHONE & DATA SYS INC
COM NEW
879433829
348
25000
SH
SOLE
0
0
25000
GOODYEAR TIRE & RUBR CO
COM
382550101
355
35217
SH
SOLE
0
0
35217
SOUTHWEST AIRLS CO
COM
844741108
355
11496
SH
SOLE
0
0
11496
WELLS FARGO CO NEW
COM
949746101
355
8845
SH
SOLE
0
0
8845
BLACKSTONE INC
COM
09260D107
360
4304
SH
SOLE
0
0
4304
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
363
2860
SH
SOLE
0
0
2860
ISHARES TR
NORTH AMERN NAT
464287374
376
10834
SH
SOLE
0
0
10834
ARK ETF TR
AUTNMUS TECHNLGY
00214Q203
383
8490
SH
SOLE
0
0
8490
WISDOMTREE TR
US SMALLCAP FUND
97717W562
392
10000
SH
SOLE
0
0
10000
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
395
19542
SH
SOLE
0
0
19542
UBER TECHNOLOGIES INC
COM
90353T100
396
14939
SH
SOLE
0
0
14939
ABBVIE INC
COM
00287Y109
397
2959
SH
SOLE
0
0
2959
NETFLIX INC
COM
64110L106
397
1687
SH
SOLE
0
0
1687
ISHARES TR
DEVSMCP
464288497
399
9755
SH
SOLE
0
0
9755
US BANCORP DEL
COM NEW
902973304
404
10021
SH
SOLE
0
0
10021
STRYKER CORPORATION
COM
863667101
407
2010
SH
SOLE
0
0
2010
UNITED AIRLS HLDGS INC
COM
910047109
415
12747
SH
SOLE
0
0
12747
GOLDMAN SACHS BDC INC
SHS
38147U107
427
29580
SH
SOLE
0
0
29580
STELLANTIS N.V
SHS
N82405106
427
36100
SH
SOLE
0
0
36100
BROADCOM INC
COM
11135F101
444
1000
SH
SOLE
0
0
1000
GENERAL MTRS CO
COM
37045V100
450
14035
SH
SOLE
0
0
14035
JPMORGAN CHASE & CO
COM
46625H100
456
4366
SH
SOLE
0
0
4366
MGM RESORTS INTERNATIONAL
COM
552953101
461
15500
SH
SOLE
0
0
15500
FIRST TR EXCHANGE-TRADED ALP
SML CAP VAL ALPH
33737M409
472
11640
SH
SOLE
0
0
11640
S&P GLOBAL INC
COM
78409V104
476
1560
SH
SOLE
0
0
1560
WALMART INC
COM
931142103
484
3733
SH
SOLE
0
0
3733
PFIZER INC
COM
717081103
489
11170
SH
SOLE
0
0
11170
DISNEY WALT CO
COM
254687106
496
5262
SH
SOLE
0
0
5262
CONOCOPHILLIPS
COM
20825C104
503
4915
SH
SOLE
0
0
4915
RIO TINTO PLC
SPONSORED ADR
767204100
508
9221
SH
SOLE
0
0
9221
QUALCOMM INC
COM
747525103
512
4530
SH
SOLE
0
0
4530
CATERPILLAR INC
COM
149123101
514
3131
SH
SOLE
0
0
3131
FIRST TR EXCH TRD ALPHDX FD
EM SML CP ALPH
33737J307
516
16178
SH
SOLE
0
0
16178
INTEL CORP
COM
458140100
523
20277
SH
SOLE
0
0
20277
CANADIAN NATL RY CO
COM
136375102
538
4979
SH
SOLE
0
0
4979
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
538
48540
SH
SOLE
0
0
48540
TEXAS INSTRS INC
COM
882508104
553
3571
SH
SOLE
0
0
3571
BK OF AMERICA CORP
COM
060505104
554
18335
SH
SOLE
0
0
18335
VALERO ENERGY CORP
COM
91913Y100
557
5214
SH
SOLE
0
0
5214
COCA COLA CO
COM
191216100
568
10143
SH
SOLE
0
0
10143
META PLATFORMS INC
CL A
30303M102
584
4302
SH
SOLE
0
0
4302
UNITED PARCEL SERVICE INC
CL B
911312106
585
3623
SH
SOLE
0
0
3623
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
606
19955
SH
SOLE
0
0
19955
ISHARES TR
RUS MD CP GR ETF
464287481
617
7873
SH
SOLE
0
0
7873
MARRIOTT INTL INC NEW
CL A
571903202
623
4444
SH
SOLE
0
0
4444
BIO-TECHNE CORP
COM
09073M104
630
2220
SH
SOLE
0
0
2220
CITIGROUP INC
COM NEW
172967424
644
15448
SH
SOLE
0
0
15448
DELTA AIR LINES INC DEL
COM NEW
247361702
645
23003
SH
SOLE
0
0
23003
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
646
8077
SH
SOLE
0
0
8077
LOCKHEED MARTIN CORP
COM
539830109
647
1676
SH
SOLE
0
0
1676
ISHARES TR
CORE MSCI EAFE
46432F842
649
12317
SH
SOLE
0
0
12317
COSTCO WHSL CORP NEW
COM
22160K105
657
1391
SH
SOLE
0
0
1391
ISHARES TR
MORNINGSTAR VALU
464288109
661
11716
SH
SOLE
0
0
11716
TARGET CORP
COM
87612E106
673
4537
SH
SOLE
0
0
4537
SSGA ACTIVE ETF TR
ULT SHT TRM BD
78467V707
687
17207
SH
SOLE
0
0
17207
TYSON FOODS INC
CL A
902494103
723
10964
SH
SOLE
0
0
10964
CORTEVA INC
COM
22052L104
727
12717
SH
SOLE
0
0
12717
EXXON MOBIL CORP
COM
30231G102
732
8379
SH
SOLE
0
0
8379
PHILIP MORRIS INTL INC
COM
718172109
747
8996
SH
SOLE
0
0
8996
MASTERCARD INCORPORATED
CL A
57636Q104
772
2716
SH
SOLE
0
0
2716
AMPLIFY ETF TR
BLOCKCHAIN LDR
032108607
781
42229
SH
SOLE
0
0
42229
OCCIDENTAL PETE CORP
COM
674599105
798
12987
SH
SOLE
0
0
12987
CISCO SYS INC
COM
17275R102
815
20374
SH
SOLE
0
0
20374
PROCTER AND GAMBLE CO
COM
742718109
861
6823
SH
SOLE
0
0
6823
AMAZON COM INC
COM
023135106
884
7822
SH
SOLE
0
0
7822
BOEING CO
COM
097023105
891
7360
SH
SOLE
0
0
7360
ABBOTT LABS
COM
002824100
931
9621
SH
SOLE
0
0
9621
PEPSICO INC
COM
713448108
948
5808
SH
SOLE
0
0
5808
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
956
26288
SH
SOLE
0
0
26288
VANGUARD INDEX FDS
SMALL CP ETF
922908751
957
5602
SH
SOLE
0
0
5602
CVS HEALTH CORP
COM
126650100
962
10090
SH
SOLE
0
0
10090
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
969
3630
SH
SOLE
0
0
3630
JOHNSON & JOHNSON
COM
478160104
975
5968
SH
SOLE
0
0
5968
LILLY ELI & CO
COM
532457108
980
3030
SH
SOLE
0
0
3030
ENTERPRISE PRODS PARTNERS L P
COM
293792107
1001
42074
SH
SOLE
0
0
42074
DEERE & CO
COM
244199105
1068
3197
SH
SOLE
0
0
3197
ISHARES TR
CORE S&P 500 ETF
464287200
1069
2980
SH
SOLE
0
0
2980
MERCK & CO INC
COM
58933Y105
1096
12722
SH
SOLE
0
0
12722
ISHARES TR
MORNINGSTAR GRWT
464287119
1157
23976
SH
SOLE
0
0
23976
MIROMATRIX MED INC
COM
60471P108
1188
271168
SH
SOLE
0
0
271168
MCDONALDS CORP
COM
580135101
1202
5211
SH
SOLE
0
0
5211
ISHARES TR
NATIONAL MUN ETF
464288414
1206
11756
SH
SOLE
0
0
11756
UNION PAC CORP
COM
907818108
1212
6219
SH
SOLE
0
0
6219
HOME DEPOT INC
COM
437076102
1223
4432
SH
SOLE
0
0
4432
WISDOMTREE TR
US MIDCAP DIVID
97717W505
1237
32836
SH
SOLE
0
0
32836
AMGEN INC
COM
031162100
1288
5714
SH
SOLE
0
0
5714
ISHARES TR
CORE S&P SCP ETF
464287804
1312
15042
SH
SOLE
0
0
15042
NUTRIEN LTD
COM
67077M108
1326
15908
SH
SOLE
0
0
15908
TIDAL ETF TR
RPAR RISK PARI
886364603
1326
76521
SH
SOLE
0
0
76521
CHEVRON CORP NEW
COM
166764100
1347
9377
SH
SOLE
0
0
9377
VISA INC COM
CL A
92826C839
1384
7791
SH
SOLE
0
0
7791
DBX ETF TR
XTRACK MSCI ALL
233051820
1414
50794
SH
SOLE
0
0
50794
UNITEDHEALTH GROUP INC
COM
91324P102
1489
2949
SH
SOLE
0
0
2949
CIGNA CORP NEW
COM
125523100
1912
6890
SH
SOLE
0
0
6890
MICROSOFT CORP
COM
594918104
1985
8522
SH
SOLE
0
0
8522
VANGUARD INDEX FDS
MID CAP ETF
922908629
2001
10646
SH
SOLE
0
0
10646
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2077
26330
SH
SOLE
0
0
26330
HORMEL FOODS CORP
COM
440452100
2092
46028
SH
SOLE
0
0
46028
RAYMOND JAMES FINL INC
COM
754730109
2202
22280
SH
SOLE
0
0
22280
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2327
43169
SH
SOLE
0
0
43169
3M CO
COM
88579Y101
2806
25393
SH
SOLE
0
0
25393
SPDR SER TR
S&P KENSHO NEW
78468R648
2857
74045
SH
SOLE
0
0
74045
ISHARES TR
MSCI USA MIN VOL
46429B697
2894
43786
SH
SOLE
0
0
43786
SELECT SECTOR SPDR TR
ENERGY
81369Y506
3014
41852
SH
SOLE
0
0
41852
APPLE INC
COM
037833100
3505
25363
SH
SOLE
0
0
25363
SPDR INDEX SHS FDS
S&P NORTH AMER
78463X152
5006
104973
SH
SOLE
0
0
104973
WISDOMTREE TR
FLOATING RAT TREA
97717Y527
5228
103985
SH
SOLE
0
0
103985
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
7442
193246
SH
SOLE
0
0
193246
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
7935
209911
SH
SOLE
0
0
209911
WISDOMTREE TR
EM EX ST-OWNED
97717X578
8164
331601
SH
SOLE
0
0
331601
ISHARES TR
EXPONENTIAL TECH
46434V381
9683
217245
SH
SOLE
0
0
217245
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQ
33740F755
10606
508907
SH
SOLE
0
0
508907
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
12998
293022
SH
SOLE
0
0
293022
FIRST TR EXCHNG TRADED FD VI
CBOE VEST BUFFERD
33740U760
16006
884301
SH
SOLE
0
0
884301
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
17951
461690
SH
SOLE
0
0
461690
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
18357
421610
SH
SOLE
0
0
421610
VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF
VCSHS US 500 ENH
92647N782
29807
464641
SH
SOLE
0
0
464641
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
55840
170089
SH
SOLE
0
0
170089