0001908936-23-000004.txt : 20231023
0001908936-23-000004.hdr.sgml : 20231023
20231023154853
ACCESSION NUMBER: 0001908936-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231023
DATE AS OF CHANGE: 20231023
EFFECTIVENESS DATE: 20231023
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: 231339991
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
X0202
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false
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0001908936
XXXXXXXX
09-30-2023
09-30-2023
Sweet Financial Partners, LLC
1300 SOUTH PRAIRIE AVE
FAIRMONT
MN
56031
13F HOLDINGS REPORT
028-21614
N
Tina Coquyt
Chief Compliance Officer
507-235-5587
Tina Coquyt
Fairmont
MN
10-23-2023
0
171
377643952
false
INFORMATION TABLE
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sfp-2023q313f.xml
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COM
88579Y101
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SOLE
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ABBOTT LABS
COM
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SH
SOLE
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0
21830
ABBVIE INC
COM
00287Y109
2228793
14952
SH
SOLE
0
0
14952
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
496760
5727
SH
SOLE
0
0
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ALPHABET INC
CAP STK CL A
02079K305
255177
1950
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SOLE
0
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ALPHABET INC
CAP STK CL C
02079K107
2147573
16288
SH
SOLE
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0
16288
ALTRIA GROUP INC
COM
02209S103
201627
4795
SH
SOLE
0
0
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AMAZON COM INC
COM
023135106
1749044
13759
SH
SOLE
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13759
AMERICAN TOWER CORP NEW
COM
03027X100
541205
3291
SH
SOLE
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AMGEN INC
COM
031162100
3530032
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SOLE
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BLOCKCHAIN LDR
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35076
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APPLE INC
COM
037833100
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ARK ETF TR
AUTNMUS TECHNLGY
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BAXTER INTL INC
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BIO-TECHNE CORP
COM
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BLACKSTONE INC
COM
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BLOCK INC
CL A
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BOEING CO
COM
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BP PLC
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CANADIAN PACIFIC KANSAS CITY
COM
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CAPITAL ONE FINL CORP
COM
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CATERPILLAR INC
COM
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CHEVRON CORP NEW
COM
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1477289
8761
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CISCO SYS INC
COM
17275R102
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39105
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CITIGROUP INC
COM NEW
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624312
15179
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CNH INDL N V
SHS
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COCA COLA CO
COM
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CONOCOPHILLIPS
COM
20825C104
645602
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CORTEVA INC
COM
22052L104
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COSTCO WHSL CORP NEW
COM
22160K105
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COTERRA ENERGY INC
COM
127097103
241302
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CUMMINS INC
COM
231021106
332638
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SH
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CVS HEALTH CORP
COM
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DBX ETF TR
XTRACK MSCI ALL
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DEERE & CO
COM
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DELTA AIR LINES INC DEL
COM NEW
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DISNEY WALT CO
COM
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DOW INC
COM
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ELI LILLY & CO
COM
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ENERGY TRANSFER L P
COM UT LTD PTN
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ENTERPRISE PRODS PARTNERS L
COM
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EXXON MOBIL CORP
COM
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FASTENAL CO
COM
311900104
261726
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SH
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FEDEX CORP
COM
31428X106
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LNG/SHT EQUITY
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NASDAQ CYB ETF
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GOODYEAR TIRE & RUBR CO
COM
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HILLENBRAND INC
COM
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HOME DEPOT INC
COM
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HORMEL FOODS CORP
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ORD SHS
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COM
55024U109
361440
8000
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SOLE
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873513
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COM
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COM
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2322764
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MERCK & CO INC
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NETFLIX INC
COM
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417991
21850
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21850
STRYKER CORPORATION
COM
863667101
558081
2042
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0
0
2042
TESLA INC
COM
88160R101
388592
1553
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1553
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COM
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1553378
9769
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6882
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6882
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507092
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28960
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318901
3588
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3588
TYSON FOODS INC
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19121
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UBER TECHNOLOGIES INC
COM
90353T100
395238
8594
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8594
UNION PAC CORP
COM
907818108
1086858
5337
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5337
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COM
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1575378
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136600
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0
0
20000
UNITEDHEALTH GROUP INC
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91324P102
3179434
6306
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0
0
6306
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902973304
527540
15957
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91913Y100
850080
5999
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0
5999
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421332
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394158
2750
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7698
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SH
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VANGUARD INTL EQUITY INDEX F
VANGUARD INTL EQUITY INDEX F
922042775
16547776
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319024
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2372524
25462
SH
SOLE
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VANGUARD TAX-MANAGED FDS
VANGUARD TAX-MANAGED FDS
921943858
1149311
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VANGUARD WHITEHALL FDS
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921946406
201681
1952
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562840
1357
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SOLE
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1357
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COM
92343V104
405519
12512
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0
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12512
VISA INC
COM CL A
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11837
WALMART INC
COM
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3803
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COM
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COM
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EM EX ST-OWNED
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SH
SOLE
0
0
32358
WISDOMTREE TR
US SMALLCAP FUND
97717W562
475970
11000
SH
SOLE
0
0
11000
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2495682
39308
SH
SOLE
0
0
39308
YUM BRANDS INC
COM
988498101
237386
1900
SH
SOLE
0
0
1900