0001908936-24-000001.txt : 20240112
0001908936-24-000001.hdr.sgml : 20240112
20240112122748
ACCESSION NUMBER: 0001908936-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240112
DATE AS OF CHANGE: 20240112
EFFECTIVENESS DATE: 20240112
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: 24531304
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
12-31-2023
12-31-2023
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
01-12-2024
0
182
420491004
false
INFORMATION TABLE
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sfp-2023q413f.xml
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ABBOTT LABS
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ABBVIE INC
COM
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16916
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SOLE
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AKOUSTIS TECHNOLOGIES INC
COM
00973N102
9362
11226
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ALIBABA GROUP HLDG LTD
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ALPHABET INC
CAP STK CL A
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ALPHABET INC
CAP STK CL C
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AMAZON COM INC
COM
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AMERICAN TOWER CORP NEW
COM
03027X100
710461
3291
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SOLE
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AMGEN INC
COM
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BLOCKCHAIN LDR
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APPLE INC
COM
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BIO-TECHNE CORP
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CANADIAN PACIFIC KANSAS CITY
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CATERPILLAR INC
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CHEVRON CORP NEW
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CISCO SYS INC
COM
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CITIGROUP INC
COM NEW
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CNH INDL N V
SHS
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SH BEN INT
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CONOCOPHILLIPS
COM
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CORTEVA INC
COM
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COSTCO WHSL CORP NEW
COM
22160K105
355274
538
SH
SOLE
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COTERRA ENERGY INC
COM
127097103
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8930
SH
SOLE
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CUMMINS INC
COM
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CVS HEALTH CORP
COM
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DARLING INGREDIENTS INC
COM
237266101
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SH
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DBX ETF TR
XTRACK MSCI ALL
233051820
707669
23425
SH
SOLE
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DEERE & CO
COM
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1225505
3065
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DELTA AIR LINES INC DEL
COM NEW
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DISNEY WALT CO
COM
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SH
SOLE
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DOW INC
COM
260557103
362490
6610
SH
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ELI LILLY & CO
COM
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ENERGY TRANSFER L P
COM UT LTD PTN
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EXPEDIA GROUP INC
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FASTENAL CO
COM
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SH
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FEDEX CORP
COM
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IQ MACKAY INSRED
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SR LN ETF
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PEPSICO INC
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PFIZER INC
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533074
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PHILIP MORRIS INTL INC
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POLARIS INC
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997
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294464
4280
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750308
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5016872
98374
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98374
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PORTFOLIO EMG MK
78463X509
416138
11752
SH
SOLE
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11752
SPDR INDEX SHS FDS
MSCI EAFE STRTGC
78463X434
3495180
47825
SH
SOLE
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47825
SPDR S&P 500 ETF TR
TR UNIT
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283760
597
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SOLE
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597
SPDR SER TR
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SOLE
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60086
STARBUCKS CORP
COM
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324666
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SH
SOLE
0
0
3382
STELLANTIS N.V
SHS
N82405106
509542
21850
SH
SOLE
0
0
21850
STRYKER CORPORATION
COM
863667101
611640
2042
SH
SOLE
0
0
2042
TARGET CORP
COM
87612E106
225682
1585
SH
SOLE
0
0
1585
TESLA INC
COM
88160R101
380920
1533
SH
SOLE
0
0
1533
TEXAS INSTRS INC
COM
882508104
1223339
7177
SH
SOLE
0
0
7177
THE CIGNA GROUP
COM
125523100
2057756
6872
SH
SOLE
0
0
6872
TIDAL ETF TR
RPAR RISK PARI
886364603
386078
20182
SH
SOLE
0
0
20182
TJX COS INC NEW
COM
872540109
336590
3588
SH
SOLE
0
0
3588
TYSON FOODS INC
CL A
902494103
1065271
19819
SH
SOLE
0
0
19819
UBER TECHNOLOGIES INC
COM
90353T100
529133
8594
SH
SOLE
0
0
8594
UNION PAC CORP
COM
907818108
1283918
5227
SH
SOLE
0
0
5227
UNITED AIRLS HLDGS INC
COM
910047109
408722
9906
SH
SOLE
0
0
9906
UNITED PARCEL SERVICE INC
CL B
911312106
1312586
8348
SH
SOLE
0
0
8348
UNITED STS NAT GAS FD LP
UNIT PAR
912318300
235755
46500
SH
SOLE
0
0
46500
UNITEDHEALTH GROUP INC
COM
91324P102
3503167
6654
SH
SOLE
0
0
6654
US BANCORP DEL
US BANCORP DEL
902973304
693935
16034
SH
SOLE
0
0
16034
VALERO ENERGY CORP
COM
91913Y100
779974
6000
SH
SOLE
0
0
6000
VANGUARD BD INDEX FDS
TOTAL BND MRKT
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410476
5581
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5581
VANGUARD INDEX FDS
EXTEND MKT ETF
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452155
2750
SH
SOLE
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2750
VANGUARD INDEX FDS
SMALL CP ETF
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VANGUARD INDEX FDS
MID CAP ETF
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VANGUARD INDEX FDS
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VANGUARD INTL EQUITY INDEX F
VANGUARD INTL EQUITY INDEX F
922042775
17607916
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SH
SOLE
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0
313643
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2567539
24957
SH
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0
24957
VANGUARD TAX-MANAGED FDS
VANGUARD TAX-MANAGED FDS
921943858
1851622
38656
SH
SOLE
0
0
38656
VANGUARD WORLD FDS
INF TECH ETF
92204A702
656672
1357
SH
SOLE
0
0
1357
VERIZON COMMUNICATIONS INC
COM
92343V104
459625
12192
SH
SOLE
0
0
12192
VISA INC
COM CL A
92826C839
3430365
13176
SH
SOLE
0
0
13176
WALGREENS BOOTS ALLIANCE INC
COM
931427108
214468
8214
SH
SOLE
0
0
8214
WALMART INC
COM
931142103
624131
3959
SH
SOLE
0
0
3959
WASTE MGMT INC DEL
COM
94106L109
375719
2098
SH
SOLE
0
0
2098
WELLS FARGO CO NEW
COM
949746101
482098
9795
SH
SOLE
0
0
9795
WISDOMTREE TR
US SMALLCAP FUND
97717W562
597840
12000
SH
SOLE
0
0
12000
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
3699924
73645
SH
SOLE
0
0
73645
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2762585
39308
SH
SOLE
0
0
39308
WISDOMTREE TR
US MIDCAP DIVID
97717W505
1478664
32363
SH
SOLE
0
0
32363
WISDOMTREE TR
EM EX ST-OWNED
97717X578
7610410
263518
SH
SOLE
0
0
263518
YUM BRANDS INC
COM
988498101
248254
1900
SH
SOLE
0
0
1900