0001908936-24-000003.txt : 20240718
0001908936-24-000003.hdr.sgml : 20240718
20240718092925
ACCESSION NUMBER: 0001908936-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240718
DATE AS OF CHANGE: 20240718
EFFECTIVENESS DATE: 20240718
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sweet Financial Partners, LLC
CENTRAL INDEX KEY: 0001908936
ORGANIZATION NAME:
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: 241123844
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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0001908936
XXXXXXXX
06-30-2024
06-30-2024
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
07-18-2024
0
191
437667825
false
INFORMATION TABLE
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sfp-13fq22024.xml
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AKOUSTIS TECHNOLOGIES INC
COM
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AMAZON COM INC
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AMERICAN TOWER CORP NEW
COM
03027X100
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3280
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AMGEN INC
COM
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BLOCK INC
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CITIGROUP INC
COM NEW
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CORTEVA INC
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22052L104
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12662
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COSTCO WHSL CORP NEW
COM
22160K105
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CROWDSTRIKE HLDGS INC
CL A
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1196
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CROWN CASTLE INC
COM
22822V101
351720
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CVS HEALTH CORP
COM
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DARLING INGREDIENTS INC
COM
237266101
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DBX ETF TR
XTRACK MSCI ALL
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772193
23130
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DEERE & CO
COM
244199105
1164491
3117
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DELTA AIR LINES INC DEL
COM NEW
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1275297
26882
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DIGITAL RLTY TR INC
COM
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DISNEY WALT CO
COM
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894074
9005
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ELI LILLY & CO
COM
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4555151
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ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
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ENPHASE ENERGY INC
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ROBO GBL HLTCR
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EXPEDIA GROUP INC
COM NEW
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EXXON MOBIL CORP
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30231G102
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FEDEX CORP
COM
31428X106
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1160
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IAC INC
COM NEW
44891N208
421650
9000
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SOLE
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ORD SHS
G4701H109
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81000
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COM
4525EP101
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29829
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29829
INDEXIQ ACTIVE ETF TR
IQ MACKAY INSRED
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791987
32972
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SOLE
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32972
INTEL CORP
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398056
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CORE MSCI EMKT
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1000
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COM
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MERCK & CO INC
COM
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3958
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15738
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9035
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703723
4984
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PEPSICO INC
COM
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2630771
15951
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15951
PFIZER INC
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711889
25443
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SOLE
0
0
25443
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COM
718172109
347422
3429
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SOLE
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3429
PROCTER AND GAMBLE CO
COM
742718109
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SH
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PROLOGIS INC.
COM
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4655
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0
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QUALCOMM INC
COM
747525103
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11717
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RAYMOND JAMES FINL INC
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RIO TINTO PLC
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767204100
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12953
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COM
V7780T103
369080
2315
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0
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SALESFORCE INC
COM
79466L302
245076
953
SH
SOLE
0
0
953
SCHWAB CHARLES CORP
COM
808513105
307287
4170
SH
SOLE
0
0
4170
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US DIVIDEND EQ
808524797
22400622
288074
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SOLE
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SCOTTS MIRACLE-GRO CO
CL A
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SELECT SECTOR SPDR TR
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SPDR SER TR
S&P KENSHO NEW
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57939
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SOLE
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0
57939
STARBUCKS CORP
COM
855244109
248608
3193
SH
SOLE
0
0
3193
STELLANTIS N.V
SHS
N82405106
205448
10350
SH
SOLE
0
0
10350
STRYKER CORPORATION
COM
863667101
661068
1943
SH
SOLE
0
0
1943
TARGET CORP
COM
87612E106
234648
1585
SH
SOLE
0
0
1585
TESLA INC
COM
88160R101
239039
1208
SH
SOLE
0
0
1208
TEXAS INSTRS INC
COM
882508104
1815951
9335
SH
SOLE
0
0
9335
THE CIGNA GROUP
COM
125523100
1605875
4858
SH
SOLE
0
0
4858
TIDAL ETF TR
RPAR RISK PARI
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224240
11737
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SOLE
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11737
TIDAL ETF TR
SONICSHARES GBL
886364645
339187
9275
SH
SOLE
0
0
9275
TJX COS INC NEW
COM
872540109
391956
3560
SH
SOLE
0
0
3560
TYSON FOODS INC
CL A
902494103
1309877
22924
SH
SOLE
0
0
22924
UBER TECHNOLOGIES INC
COM
90353T100
1302934
17927
SH
SOLE
0
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17927
UNION PAC CORP
COM
907818108
1117963
4941
SH
SOLE
0
0
4941
UNITED AIRLS HLDGS INC
COM
910047109
464606
9548
SH
SOLE
0
0
9548
UNITED STS NAT GAS FD LP
UNIT PAR
912318409
310254
17800
SH
SOLE
0
0
17800
UNITEDHEALTH GROUP INC
COM
91324P102
3922872
7703
SH
SOLE
0
0
7703
US BANCORP DEL
US BANCORP DEL
902973304
587302
14793
SH
SOLE
0
0
14793
VALERO ENERGY CORP
COM
91913Y100
941484
6006
SH
SOLE
0
0
6006
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
291694
4048
SH
SOLE
0
0
4048
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
464173
2750
SH
SOLE
0
0
2750
VANGUARD INDEX FDS
MID CAP ETF
922908629
2598082
10731
SH
SOLE
0
0
10731
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
85713285
171382
SH
SOLE
0
0
171382
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1682159
7715
SH
SOLE
0
0
7715
VANGUARD INDEX FDS
VALUE ETF
922908744
326306
2034
SH
SOLE
0
0
2034
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2752176
24436
SH
SOLE
0
0
24436
VANGUARD INTL EQUITY INDEX F
VANGUARD INTL EQUITY INDEX F
922042775
19758647
336948
SH
SOLE
0
0
336948
VANGUARD TAX-MANAGED FDS
VANGUARD TAX-MANAGED FDS
921943858
1323517
26781
SH
SOLE
0
0
26781
VANGUARD WORLD FDS
INF TECH ETF
92204A702
770573
1336
SH
SOLE
0
0
1336
VERIZON COMMUNICATIONS INC
COM
92343V104
505369
12254
SH
SOLE
0
0
12254
VISA INC
COM CL A
92826C839
3806592
14503
SH
SOLE
0
0
14503
WALMART INC
COM
931142103
814846
12034
SH
SOLE
0
0
12034
WASTE MGMT INC DEL
COM
94106L109
448027
2100
SH
SOLE
0
0
2100
WELLS FARGO CO NEW
COM
949746101
383168
6452
SH
SOLE
0
0
6452
WISDOMTREE TR
EM EX ST-OWNED
97717X578
9128818
298035
SH
SOLE
0
0
298035
WISDOMTREE TR
US MIDCAP DIVID
97717W505
1438701
30761
SH
SOLE
0
0
30761
WISDOMTREE TR
US QTLY DIV GRT
97717X669
3000107
38438
SH
SOLE
0
0
38438
WISDOMTREE TR
US SMALLCAP FUND
97717W562
565560
12000
SH
SOLE
0
0
12000
YUM BRANDS INC
COM
988498101
251674
1900
SH
SOLE
0
0
1900