0001908936-24-000002.txt : 20240423
0001908936-24-000002.hdr.sgml : 20240423
20240423140800
ACCESSION NUMBER: 0001908936-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240423
DATE AS OF CHANGE: 20240423
EFFECTIVENESS DATE: 20240423
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: 24863918
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
false
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0001908936
XXXXXXXX
03-31-2024
03-31-2024
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
04-23-2024
0
196
433186345
false
INFORMATION TABLE
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sfp-2024q113f.xml
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COM
88579Y101
2552008
24060
SH
SOLE
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ABBOTT LABS
COM
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SOLE
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8311
ABBVIE INC
COM
00287Y109
3185137
17491
SH
SOLE
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0
17491
ADVANCED MICRO DEVICES INC
COM
007903107
227598
1261
SH
SOLE
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1261
AKOUSTIS TECHNOLOGIES INC
COM
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6931
11726
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AMAZON COM INC
COM
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16901
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SOLE
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16901
AMERICAN TOWER CORP NEW
COM
03027X100
648095
3280
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AMGEN INC
COM
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APPLE INC
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CITIGROUP INC
COM NEW
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COSTCO WHSL CORP NEW
COM
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COTERRA ENERGY INC
COM
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CROWDSTRIKE HLDGS INC
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CVS HEALTH CORP
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DARLING INGREDIENTS INC
COM
237266101
553236
11895
SH
SOLE
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0
11895
DBX ETF TR
XTRACK MSCI ALL
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759191
23130
SH
SOLE
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DEERE & CO
COM
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1278994
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DELTA AIR LINES INC DEL
COM NEW
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1287451
26895
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DIGITAL RLTY TR INC
COM
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SOLE
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DISNEY WALT CO
COM
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1120224
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DOW INC
COM
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383114
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ELI LILLY & CO
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ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
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ENPHASE ENERGY INC
COM
29355A107
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EXPEDIA GROUP INC
COM NEW
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SOLE
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EXXON MOBIL CORP
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COM
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FEDEX CORP
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EM SML CP ALPH
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COM
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279158
20332
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HOME DEPOT INC
COM
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3485434
9086
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SOLE
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HONEYWELL INTL INC
COM
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HORMEL FOODS CORP
COM
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46033
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IAC INC
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ORD SHS
G4701H109
285930
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SOLE
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81000
IMMUNIC INC
COM
4525EP101
39374
29829
SH
SOLE
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29829
INDEXIQ ACTIVE ETF TR
IQ MACKAY INSRED
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765329
31495
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SOLE
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INTERNATIONAL BUSINESS MACHS
COM
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3099
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INTUITIVE SURGICAL INC
COM NEW
46120E602
201940
506
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SR LN ETF
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COM
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4109
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COM
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COM
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1000
SH
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552307
2189
SH
SOLE
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2189
MARSH & MCLENNAN COS INC
COM
571748102
611187
2967
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SOLE
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CL A
57636Q104
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6051
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6051
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COM
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2980920
10573
SH
SOLE
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10573
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COM
58933Y105
1361632
10319
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META PLATFORMS INC
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30303M102
1897710
3908
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731755
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SOLE
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15500
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218897
1857
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1857
MICROSOFT CORP
COM
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15423
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NETFLIX INC
COM
64110L106
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COM
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3694
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3694
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9035
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SOLE
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0
9035
ORACLE CORP
COM
68389X105
624202
4969
SH
SOLE
0
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4969
PACCAR INC
COM
693718108
228453
1844
SH
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0
0
1844
PEPSICO INC
COM
713448108
2729967
15599
SH
SOLE
0
0
15599
PFIZER INC
COM
717081103
681028
24542
SH
SOLE
0
0
24542
PHILIP MORRIS INTL INC
COM
718172109
313623
3423
SH
SOLE
0
0
3423
POLARIS INC
COM
731068102
214423
2142
SH
SOLE
0
0
2142
PROCTER AND GAMBLE CO
COM
742718109
2708616
16694
SH
SOLE
0
0
16694
PROLOGIS INC.
COM
74340W103
541064
4155
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SOLE
0
0
4155
QUALCOMM INC
COM
747525103
1875277
11077
SH
SOLE
0
0
11077
RAYMOND JAMES FINL INC
COM
754730109
2251522
17532
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SOLE
0
0
17532
RIO TINTO PLC
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767204100
819822
12862
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SOLE
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ROBLOX CORP
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771049103
247025
6470
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SOLE
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0
6470
ROYAL CARIBBEAN GROUP
COM
V7780T103
321808
2315
SH
SOLE
0
0
2315
SALESFORCE INC
COM
79466L302
307806
1022
SH
SOLE
0
0
1022
SCHWAB CHARLES CORP
COM
808513105
320466
4430
SH
SOLE
0
0
4430
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
23248717
288338
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SOLE
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0
288338
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
204051
4144
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SOLE
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0
4144
SCOTTS MIRACLE-GRO CO
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1044260
14000
SH
SOLE
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14000
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S&P NORTH AMER
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MSCI EAFE STRTGC
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3649429
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47962
SPDR S&P 500 ETF TR
TR UNIT
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289258
553
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SOLE
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553
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SOLE
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267636
SPDR SER TR
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SOLE
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60088
STARBUCKS CORP
COM
855244109
291506
3190
SH
SOLE
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0
3190
STELLANTIS N.V
SHS
N82405106
441197
15590
SH
SOLE
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0
15590
STRYKER CORPORATION
COM
863667101
695228
1943
SH
SOLE
0
0
1943
TARGET CORP
COM
87612E106
280702
1584
SH
SOLE
0
0
1584
TESLA INC
COM
88160R101
279858
1592
SH
SOLE
0
0
1592
TEXAS INSTRS INC
COM
882508104
1522107
8737
SH
SOLE
0
0
8737
THE CIGNA GROUP
COM
125523100
1763756
4856
SH
SOLE
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0
4856
TIDAL ETF TR
RPAR RISK PARI
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230443
11961
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SOLE
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11961
TIDAL ETF TR
SONICSHARES GBL
886364645
278250
9275
SH
SOLE
0
0
9275
TJX COS INC NEW
COM
872540109
361055
3560
SH
SOLE
0
0
3560
TYSON FOODS INC
CL A
902494103
1393604
23729
SH
SOLE
0
0
23729
UBER TECHNOLOGIES INC
COM
90353T100
399809
5193
SH
SOLE
0
0
5193
UNION PAC CORP
COM
907818108
1219138
4957
SH
SOLE
0
0
4957
UNITED AIRLS HLDGS INC
COM
910047109
474156
9903
SH
SOLE
0
0
9903
UNITED STS NAT GAS FD LP
UNIT PAR
912318409
348952
23950
SH
SOLE
0
0
23950
UNITEDHEALTH GROUP INC
COM
91324P102
3556952
7190
SH
SOLE
0
0
7190
US BANCORP DEL
US BANCORP DEL
902973304
667246
14927
SH
SOLE
0
0
14927
VALERO ENERGY CORP
COM
91913Y100
1024281
6001
SH
SOLE
0
0
6001
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
305592
4208
SH
SOLE
0
0
4208
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
481993
2750
SH
SOLE
0
0
2750
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1763551
7715
SH
SOLE
0
0
7715
VANGUARD INDEX FDS
MID CAP ETF
922908629
2680858
10729
SH
SOLE
0
0
10729
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
83337334
173367
SH
SOLE
0
0
173367
VANGUARD INDEX FDS
VALUE ETF
922908744
382102
2346
SH
SOLE
0
0
2346
VANGUARD INTL EQUITY INDEX F
VANGUARD INTL EQUITY INDEX F
922042775
19598708
334164
SH
SOLE
0
0
334164
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2690099
24345
SH
SOLE
0
0
24345
VANGUARD TAX-MANAGED FDS
VANGUARD TAX-MANAGED FDS
921943858
1343653
26782
SH
SOLE
0
0
26782
VANGUARD WORLD FDS
INF TECH ETF
92204A702
724513
1382
SH
SOLE
0
0
1382
VERIZON COMMUNICATIONS INC
COM
92343V104
521525
12429
SH
SOLE
0
0
12429
VISA INC
COM CL A
92826C839
3919603
14045
SH
SOLE
0
0
14045
WALMART INC
COM
931142103
723692
12027
SH
SOLE
0
0
12027
WASTE MGMT INC DEL
COM
94106L109
447386
2099
SH
SOLE
0
0
2099
WELLS FARGO CO NEW
COM
949746101
385383
6649
SH
SOLE
0
0
6649
WISDOMTREE TR
US SMALLCAP FUND
97717W562
601440
12000
SH
SOLE
0
0
12000
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2928612
38438
SH
SOLE
0
0
38438
WISDOMTREE TR
US MIDCAP DIVID
97717W505
1569754
32187
SH
SOLE
0
0
32187
WISDOMTREE TR
EM EX ST-OWNED
97717X578
8580300
291253
SH
SOLE
0
0
291253
YUM BRANDS INC
COM
988498101
263435
1900
SH
SOLE
0
0
1900