0001908936-24-000005.txt : 20241016
0001908936-24-000005.hdr.sgml : 20241016
20241016144113
ACCESSION NUMBER: 0001908936-24-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241016
DATE AS OF CHANGE: 20241016
EFFECTIVENESS DATE: 20241016
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: 241374304
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
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0001908936
XXXXXXXX
09-30-2024
09-30-2024
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
10-16-2024
0
198
461790916
false
INFORMATION TABLE
2
sfp-q313f2024.xml
3M CO
COM
88579Y101
3231861
23642
SH
SOLE
0
0
23642
ABBOTT LABS
COM
002824100
754919
6622
SH
SOLE
0
0
6622
ABBVIE INC
COM
00287Y109
3511397
17781
SH
SOLE
0
0
17781
ADOBE INC
COM
00724F101
1774950
3428
SH
SOLE
0
0
3428
AKOUSTIS TECHNOLOGIES INC
COM
00973N102
1721
19226
SH
SOLE
0
0
19226
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
552036
5202
SH
SOLE
0
0
5202
ALPHABET INC
CAP STK CL A
02079K305
291436
1757
SH
SOLE
0
0
1757
ALPHABET INC
CAP STK CL C
02079K107
3389970
20276
SH
SOLE
0
0
20276
ALTRIA GROUP INC
COM
02209S103
206324
4042
SH
SOLE
0
0
4042
AMAZON COM INC
COM
023135106
3076867
16513
SH
SOLE
0
0
16513
AMERICAN TOWER CORP NEW
COM
03027X100
762797
3280
SH
SOLE
0
0
3280
AMGEN INC
COM
031162100
2676712
8307
SH
SOLE
0
0
8307
AMPLIFY ETF TR
BLOCKCHAIN LDR
032108607
865410
23065
SH
SOLE
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0
23065
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
348884
5263
SH
SOLE
0
0
5263
APPLE INC
COM
037833100
8888048
38146
SH
SOLE
0
0
38146
ARK ETF TR
AUTNMUS TECHNLGY
00214Q203
517211
8490
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8490
ARK ETF TR
GENOMIC REV ETF
00214Q302
409600
16000
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0
16000
AUTOMATIC DATA PROCESSING IN
COM
053015103
2369575
8563
SH
SOLE
0
0
8563
AXON ENTERPRISE INC
COM
05464C101
723276
1810
SH
SOLE
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0
1810
BANK AMERICA CORP
COM
060505104
759396
19138
SH
SOLE
0
0
19138
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1692376
3677
SH
SOLE
0
0
3677
BIO-TECHNE CORP
COM
09073M104
693792
8680
SH
SOLE
0
0
8680
BLACKSTONE INC
COM
09260D107
636621
4157
SH
SOLE
0
0
4157
BLOCK INC
CL A
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376666
5611
SH
SOLE
0
0
5611
BOEING CO
COM
097023105
1572246
10341
SH
SOLE
0
0
10341
BP PLC
SPONSORED ADR
055622104
312268
9948
SH
SOLE
0
0
9948
BROADCOM INC
COM
11135F101
3731754
21633
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SOLE
0
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21633
CANADIAN NATL RY CO
COM
136375102
580947
4959
SH
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4959
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
729400
8527
SH
SOLE
0
0
8527
CAPITAL ONE FINL CORP
COM
14040H105
603412
4030
SH
SOLE
0
0
4030
CATERPILLAR INC
COM
149123101
637325
1629
SH
SOLE
0
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1629
CHEVRON CORP NEW
COM
166764100
1727267
11729
SH
SOLE
0
0
11729
CISCO SYS INC
COM
17275R102
2475156
46508
SH
SOLE
0
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46508
CITIGROUP INC
COM NEW
172967424
1100641
17582
SH
SOLE
0
0
17582
CNH INDL N V
SHS
N20944109
1599954
144140
SH
SOLE
0
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144140
COCA COLA CO
COM
191216100
2509583
34923
SH
SOLE
0
0
34923
COMCAST CORP NEW
CL A
20030N101
2020590
48374
SH
SOLE
0
0
48374
COMPASS DIVERSIFIED
SH BEN INT
20451Q104
287690
13000
SH
SOLE
0
0
13000
CONOCOPHILLIPS
COM
20825C104
2374526
22554
SH
SOLE
0
0
22554
CORTEVA INC
COM
22052L104
748975
12740
SH
SOLE
0
0
12740
COSTCO WHSL CORP NEW
COM
22160K105
2885670
3255
SH
SOLE
0
0
3255
COTERRA ENERGY INC
COM
127097103
209130
8732
SH
SOLE
0
0
8732
CROWDSTRIKE HLDGS INC
CL A
22788C105
1299978
4635
SH
SOLE
0
0
4635
CROWN CASTLE INC
COM
22822V101
427068
3600
SH
SOLE
0
0
3600
CVS HEALTH CORP
COM
126650100
1333623
21209
SH
SOLE
0
0
21209
DARLING INGREDIENTS INC
COM
237266101
442018
11895
SH
SOLE
0
0
11895
DBX ETF TR
XTRACK MSCI ALL
233051820
807158
23130
SH
SOLE
0
0
23130
DEERE & CO
COM
244199105
931282
2232
SH
SOLE
0
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2232
DELL TECHNOLOGIES INC
CL C
24703L202
357568
3016
SH
SOLE
0
0
3016
DELTA AIR LINES INC DEL
COM NEW
247361702
1338601
26356
SH
SOLE
0
0
26356
DIGITAL RLTY TR INC
COM
253868103
226562
1400
SH
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0
0
1400
DISNEY WALT CO
COM
254687106
853874
8877
SH
SOLE
0
0
8877
ELI LILLY & CO
COM
532457108
4357516
4919
SH
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0
4919
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
1107652
69013
SH
SOLE
0
0
69013
ENPHASE ENERGY INC
COM
29355A107
395570
3500
SH
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0
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ENTERPRISE PRODS PARTNERS L
COM
293792107
1201128
41262
SH
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EXPEDIA GROUP INC
COM NEW
30212P303
236832
1600
SH
SOLE
0
0
1600
EXXON MOBIL CORP
COM
30231G102
666680
5687
SH
SOLE
0
0
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FASTENAL CO
COM
311900104
342102
4790
SH
SOLE
0
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FEDEX CORP
COM
31428X106
316268
1156
SH
SOLE
0
0
1156
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
33739P103
11255780
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FIRST TR EXCH TRD ALPHDX FD
EM SML CP ALPH
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19233
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
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156166
SH
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156166
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
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FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
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FIRST TR EXCHANGE-TRADED FD
GROWTH STRENGTH
33733E823
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FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
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FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
33741X102
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FIRST TR EXCHNG TRADED FD VI
CBOE VEST BUFERD
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FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQ
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TCW OPPORTUNIS
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FIRST TR MORNINGSTAR DIVID L
SHS
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FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
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42620
SH
SOLE
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FIRST TR VALUE LINE DIVID IN
SHS
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COM
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SOLE
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GENERAL MTRS CO
COM
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481133
10730
SH
SOLE
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GLOBAL X FDS
ARTIFICIAL ETF
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372745
10028
SH
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10028
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
408225
7500
SH
SOLE
0
0
7500
GOODYEAR TIRE & RUBR CO
COM
382550101
181080
20461
SH
SOLE
0
0
20461
HILLENBRAND INC
COM
431571108
211359
7603
SH
SOLE
0
0
7603
HOME DEPOT INC
COM
437076102
3740527
9231
SH
SOLE
0
0
9231
HONEYWELL INTL INC
COM
438516106
428502
2073
SH
SOLE
0
0
2073
HORMEL FOODS CORP
COM
440452100
1450148
45746
SH
SOLE
0
0
45746
IAC INC
COM NEW
44891N208
484380
9000
SH
SOLE
0
0
9000
IHS HOLDING LIMITED
ORD SHS
G4701H109
242190
81000
SH
SOLE
0
0
81000
IMMUNIC INC
COM
4525EP101
49218
29829
SH
SOLE
0
0
29829
INDEXIQ ACTIVE ETF TR
IQ MACKAY INSRED
45409F843
2585423
105184
SH
SOLE
0
0
105184
INTEL CORP
COM
458140100
775228
33045
SH
SOLE
0
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33045
INTERNATIONAL BUSINESS MACHS
COM
459200101
682489
3087
SH
SOLE
0
0
3087
INTUITIVE SURGICAL INC
COM NEW
46120E602
251039
511
SH
SOLE
0
0
511
INVESCO DB MULTI-SECTOR COMM
AGRICULTURE FD
46140H106
391350
15000
SH
SOLE
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INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
404360
19246
SH
SOLE
0
0
19246
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
46137V647
395508
6876
SH
SOLE
0
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ISHARES INC
CORE MSCI EMKT
46434G103
2913558
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SH
SOLE
0
0
50750
ISHARES SILVER TR
ISHARES
46428Q109
224126
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SH
SOLE
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ISHARES TR
CORE MSCI EAFE
46432F842
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SH
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ISHARES TR
CORE S&P MCP ETF
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3334245
53502
SH
SOLE
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53502
ISHARES TR
CORE S&P SCP ETF
464287804
1735686
14840
SH
SOLE
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ISHARES TR
CORE S&P500 ETF
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1764114
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3058
ISHARES TR
CORE US AGGBD ET
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227580
2247
SH
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DEVSMCP EXNA ETF
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590275
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EXPONENTIAL TECH
46434V381
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GLOB HLTHCRE ETF
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319020
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MORNINGSTAR GRWT
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ISHARES TR
MSCI EAFE ETF
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229146
2740
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MSCI USA MIN VOL
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NATIONAL MUN ETF
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20195
ISHARES TR
NORTH AMERN NAT
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389314
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U.S. ENERGY ETF
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2606865
16086
SH
SOLE
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0
16086
JPMORGAN CHASE & CO
COM
46625H100
651252
3089
SH
SOLE
0
0
3089
LAZARD INC
COM
52110M109
881650
17500
SH
SOLE
0
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17500
LINCOLN NATL CORP IND
COM
534187109
321402
10200
SH
SOLE
0
0
10200
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
46800
15000
SH
SOLE
0
0
15000
LOCKHEED MARTIN CORP
COM
539830109
2728911
4668
SH
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0
0
4668
MADRIGAL PHARMACEUTICALS INC
COM
558868105
212220
1000
SH
SOLE
0
0
1000
MARRIOTT INTL INC NEW
CL A
571903202
524297
2109
SH
SOLE
0
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2109
MARSH & MCLENNAN COS INC
COM
571748102
341774
1532
SH
SOLE
0
0
1532
MASTERCARD INCORPORATED
CL A
57636Q104
3088281
6254
SH
SOLE
0
0
6254
MCDONALDS CORP
COM
580135101
1394469
4579
SH
SOLE
0
0
4579
MERCK & CO INC
COM
58933Y105
608012
5354
SH
SOLE
0
0
5354
META PLATFORMS INC
CL A
30303M102
2225395
3888
SH
SOLE
0
0
3888
MGM RESORTS INTERNATIONAL
COM
552953101
605895
15500
SH
SOLE
0
0
15500
MICRON TECHNOLOGY INC
COM
595112103
204820
1975
SH
SOLE
0
0
1975
MICROSOFT CORP
COM
594918104
6685224
15536
SH
SOLE
0
0
15536
MOTOROLA SOLUTIONS INC
COM NEW
620076307
333288
741
SH
SOLE
0
0
741
NETFLIX INC
COM
64110L106
2536350
3576
SH
SOLE
0
0
3576
NIKE INC
CL B
654106103
412499
4666
SH
SOLE
0
0
4666
NU HLDGS LTD
ORD SHS CL A
G6683N103
136500
10000
SH
SOLE
0
0
10000
NUTRIEN LTD
COM
67077M108
1454440
30263
SH
SOLE
0
0
30263
NVIDIA CORPORATION
COM
67066G104
4909687
40429
SH
SOLE
0
0
40429
OCCIDENTAL PETE CORP
COM
674599105
465668
9035
SH
SOLE
0
0
9035
OLD REP INTL CORP
COM
680223104
203382
5742
SH
SOLE
0
0
5742
ORACLE CORP
COM
68389X105
838128
4919
SH
SOLE
0
0
4919
PEPSICO INC
COM
713448108
2624431
15433
SH
SOLE
0
0
15433
PFIZER INC
COM
717081103
738395
25515
SH
SOLE
0
0
25515
PHILIP MORRIS INTL INC
COM
718172109
408053
3361
SH
SOLE
0
0
3361
PROCTER AND GAMBLE CO
COM
742718109
2972197
17160
SH
SOLE
0
0
17160
PROLOGIS INC.
COM
74340W103
587833
4655
SH
SOLE
0
0
4655
QUALCOMM INC
COM
747525103
2024675
11906
SH
SOLE
0
0
11906
RAYMOND JAMES FINL INC
COM
754730109
1829994
14944
SH
SOLE
0
0
14944
RIO TINTO PLC
SPONSORED ADR
767204100
926193
13014
SH
SOLE
0
0
13014
ROYAL CARIBBEAN GROUP
COM
V7780T103
410588
2315
SH
SOLE
0
0
2315
SALESFORCE INC
COM
79466L302
260985
954
SH
SOLE
0
0
954
SCHWAB CHARLES CORP
COM
808513105
260860
4025
SH
SOLE
0
0
4025
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
23624384
279479
SH
SOLE
0
0
279479
SCOTTS MIRACLE-GRO CO
CL A
810186106
476850
5500
SH
SOLE
0
0
5500
SELECT SECTOR SPDR TR
ENERGY
81369Y506
3211668
36579
SH
SOLE
0
0
36579
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
904361
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SH
SOLE
0
0
19955
SOLVENTUM CORP
COM SHS
83444M101
361568
5186
SH
SOLE
0
0
5186
SOUTHERN CO
COM
842587107
215159
2386
SH
SOLE
0
0
2386
SPDR INDEX SHS FDS
MSCI EAFE STRTGC
78463X434
3860049
47962
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SOLE
0
0
47962
SPDR INDEX SHS FDS
S&P NORTH AMER
78463X152
6726009
118771
SH
SOLE
0
0
118771
SPDR S&P 500 ETF TR
TR UNIT
78462F103
320158
558
SH
SOLE
0
0
558
SPDR SER TR
PORTFOLIO SHORT
78464A474
8218772
271426
SH
SOLE
0
0
271426
SPDR SER TR
S&P KENSHO NEW
78468R648
2858305
57943
SH
SOLE
0
0
57943
STARBUCKS CORP
COM
855244109
250549
2570
SH
SOLE
0
0
2570
STELLANTIS N.V
SHS
N82405106
155955
11100
SH
SOLE
0
0
11100
STRYKER CORPORATION
COM
863667101
701967
1943
SH
SOLE
0
0
1943
TARGET CORP
COM
87612E106
247204
1586
SH
SOLE
0
0
1586
TESLA INC
COM
88160R101
315264
1205
SH
SOLE
0
0
1205
TEXAS INSTRS INC
COM
882508104
636313
3080
SH
SOLE
0
0
3080
THE CIGNA GROUP
COM
125523100
1734071
5005
SH
SOLE
0
0
5005
TIDAL ETF TR
RPAR RISK PARI
886364603
233202
11315
SH
SOLE
0
0
11315
TIDAL ETF TR
SONICSHARES GBL
886364645
329458
9275
SH
SOLE
0
0
9275
TJX COS INC NEW
COM
872540109
2125123
18080
SH
SOLE
0
0
18080
TYSON FOODS INC
CL A
902494103
1365353
22924
SH
SOLE
0
0
22924
UBER TECHNOLOGIES INC
COM
90353T100
1337998
17802
SH
SOLE
0
0
17802
UNION PAC CORP
COM
907818108
1220364
4951
SH
SOLE
0
0
4951
UNITED AIRLS HLDGS INC
COM
910047109
544467
9542
SH
SOLE
0
0
9542
UNITED STS NAT GAS FD LP
UNIT PAR
912318409
344971
21125
SH
SOLE
0
0
21125
UNITEDHEALTH GROUP INC
COM
91324P102
4377251
7487
SH
SOLE
0
0
7487
US BANCORP DEL
US BANCORP DEL
902973304
659018
14411
SH
SOLE
0
0
14411
VALERO ENERGY CORP
COM
91913Y100
946762
7011
SH
SOLE
0
0
7011
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
299113
3982
SH
SOLE
0
0
3982
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
500473
2750
SH
SOLE
0
0
2750
VANGUARD INDEX FDS
GROWTH ETF
922908736
208090
542
SH
SOLE
0
0
542
VANGUARD INDEX FDS
MID CAP ETF
922908629
2851063
10806
SH
SOLE
0
0
10806
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
88402236
167533
SH
SOLE
0
0
167533
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1830053
7715
SH
SOLE
0
0
7715
VANGUARD INDEX FDS
VALUE ETF
922908744
362913
2079
SH
SOLE
0
0
2079
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2888780
24133
SH
SOLE
0
0
24133
VANGUARD INTL EQUITY INDEX F
VANGUARD INTL EQUITY INDEX F
922042775
20651294
327798
SH
SOLE
0
0
327798
VANGUARD TAX-MANAGED FDS
VANGUARD TAX-MANAGED FDS
921943858
1414305
26781
SH
SOLE
0
0
26781
VANGUARD WORLD FDS
INF TECH ETF
92204A702
792648
1351
SH
SOLE
0
0
1351
VERIZON COMMUNICATIONS INC
COM
92343V104
544086
12115
SH
SOLE
0
0
12115
VISA INC
COM CL A
92826C839
3956135
14389
SH
SOLE
0
0
14389
WALMART INC
COM
931142103
971925
12036
SH
SOLE
0
0
12036
WASTE MGMT INC DEL
COM
94106L109
423756
2041
SH
SOLE
0
0
2041
WELLS FARGO CO NEW
COM
949746101
364965
6461
SH
SOLE
0
0
6461
WISDOMTREE TR
EM EX ST-OWNED
97717X578
10041032
303997
SH
SOLE
0
0
303997
WISDOMTREE TR
US MIDCAP DIVID
97717W505
1573025
30765
SH
SOLE
0
0
30765
WISDOMTREE TR
US QTLY DIV GRT
97717X669
3198448
38438
SH
SOLE
0
0
38438
WISDOMTREE TR
US SMALLCAP FUND
97717W562
633000
12000
SH
SOLE
0
0
12000
YUM BRANDS INC
COM
988498101
265449
1900
SH
SOLE
0
0
1900