0001085146-22-002733.txt : 20220803
0001085146-22-002733.hdr.sgml : 20220803
20220802205949
ACCESSION NUMBER: 0001085146-22-002733
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220803
DATE AS OF CHANGE: 20220802
EFFECTIVENESS DATE: 20220803
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: 221130659
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
13F-HR
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false
false
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0001908936
XXXXXXXX
06-30-2022
06-30-2022
false
Sweet Financial Partners, LLC
1300 SOUTH PRAIRIE AVE
FAIRMONT
MN
56031
13F HOLDINGS REPORT
028-21614
N
Tina Coquyt
CCO
507-235-5587
/s/Tina Coquyt
Fairmont
MN
08-02-2022
0
167
319035
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
3727
28801
SH
SOLE
28801
0
0
ABBOTT LABS
COM
002824100
974
8962
SH
SOLE
8962
0
0
ABBVIE INC
COM
00287Y109
455
2971
SH
SOLE
2971
0
0
ADVANCED DRAIN SYS INC DEL
COM
00790R104
452
5020
SH
SOLE
5020
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
808
7112
SH
SOLE
7112
0
0
ALPHABET INC
CAP STK CL A
02079K305
255
117
SH
SOLE
117
0
0
AMAZON COM INC
COM
023135106
801
7545
SH
SOLE
7545
0
0
AMGEN INC
COM
031162100
1811
7442
SH
SOLE
7442
0
0
AMPLIFY ETF TR
BLOCKCHAIN LDR
032108607
739
40772
SH
SOLE
40772
0
0
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
272
5050
SH
SOLE
5050
0
0
APPLE INC
COM
037833100
3417
24994
SH
SOLE
24994
0
0
ARK ETF TR
AUTNMUS TECHNLGY
00214Q203
425
8490
SH
SOLE
8490
0
0
ARTS WAY MFG INC
COM
043168103
129
43807
SH
SOLE
43807
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
838
3068
SH
SOLE
3068
0
0
BIO-TECHNE CORP
COM
09073M104
735
2120
SH
SOLE
2120
0
0
BK OF AMERICA CORP
COM
060505104
965
30997
SH
SOLE
30997
0
0
BLACKSTONE INC
COM
09260D107
785
8603
SH
SOLE
8603
0
0
BOEING CO
COM
097023105
946
6919
SH
SOLE
6919
0
0
BOSTON BEER INC
CL A
100557107
258
850
SH
SOLE
850
0
0
BP PLC
SPONSORED ADR
055622104
288
10174
SH
SOLE
10174
0
0
CACI INTL INC
CL A
127190304
282
1000
SH
SOLE
1000
0
0
CANADIAN NATL RY CO
COM
136375102
560
4979
SH
SOLE
4979
0
0
CANADIAN PAC RY LTD
COM
13645T100
267
3829
SH
SOLE
3829
0
0
CAPITAL ONE FINL CORP
COM
14040H105
264
2530
SH
SOLE
2530
0
0
CATERPILLAR INC
COM
149123101
560
3131
SH
SOLE
3131
0
0
CHEVRON CORP NEW
COM
166764100
1355
9357
SH
SOLE
9357
0
0
CIGNA CORP NEW
COM
125523100
1864
7073
SH
SOLE
7073
0
0
CISCO SYS INC
COM
17275R102
725
17014
SH
SOLE
17014
0
0
CITIGROUP INC
COM NEW
172967424
724
15743
SH
SOLE
15743
0
0
COLUMBIA ETF TR I
DIVERSIFID FXD
19761L508
362
20475
SH
SOLE
20475
0
0
COMCAST CORP NEW
CL A
20030N101
494
12600
SH
SOLE
12600
0
0
CONOCOPHILLIPS
COM
20825C104
441
4915
SH
SOLE
4915
0
0
CORTEVA INC
COM
22052L104
688
12716
SH
SOLE
12716
0
0
COTERRA ENERGY INC
COM
127097103
230
8912
SH
SOLE
8912
0
0
CUMMINS INC
COM
231021106
242
1250
SH
SOLE
1250
0
0
CVS HEALTH CORP
COM
126650100
935
10089
SH
SOLE
10089
0
0
DBX ETF TR
XTRACK MSCI ALL
233051820
1597
54405
SH
SOLE
54405
0
0
DEERE & CO
COM
244199105
911
3044
SH
SOLE
3044
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
666
23003
SH
SOLE
23003
0
0
DISNEY WALT CO
COM
254687106
424
4494
SH
SOLE
4494
0
0
DOW INC
COM
260557103
354
6866
SH
SOLE
6866
0
0
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
484
48520
SH
SOLE
48520
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
1025
42074
SH
SOLE
42074
0
0
EXXON MOBIL CORP
COM
30231G102
200
2330
SH
SOLE
2330
0
0
FASTENAL CO
COM
311900104
233
4664
SH
SOLE
4664
0
0
FIRST TR EXCH TRD ALPHDX FD
EM SML CP ALPH
33737J307
562
16178
SH
SOLE
16178
0
0
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
7129
177170
SH
SOLE
177170
0
0
FIRST TR EXCHANGE-TRADED ALP
SML CAP VAL ALPH
33737M409
513
11640
SH
SOLE
11640
0
0
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
283
6840
SH
SOLE
6840
0
0
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
17564
429224
SH
SOLE
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0
0
FIRST TR EXCHNG TRADED FD VI
CBOE VEST BUFERD
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15237
821410
SH
SOLE
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0
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQ
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10065
469028
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SOLE
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0
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
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19125
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FIRST TR EXCHNG TRADED FD VI
TCW UNCONSTRAI
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413
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0
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
204
5245
SH
SOLE
5245
0
0
FLEXIBLE SOLUTIONS INTL INC
COM
33938T104
41
16800
SH
SOLE
16800
0
0
FORD MTR CO DEL
COM
345370860
150
13503
SH
SOLE
13503
0
0
GENERAL MTRS CO
COM
37045V100
398
12540
SH
SOLE
12540
0
0
GLOBAL X FDS
CONSCIOUS COS
37954Y731
338
12635
SH
SOLE
12635
0
0
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
290
7600
SH
SOLE
7600
0
0
GOLDMAN SACHS BDC INC
SHS
38147U107
497
29580
SH
SOLE
29580
0
0
GOODYEAR TIRE & RUBR CO
COM
382550101
377
35217
SH
SOLE
35217
0
0
HILLENBRAND INC
COM
431571108
209
5100
SH
SOLE
5100
0
0
HOME DEPOT INC
COM
437076102
1091
3977
SH
SOLE
3977
0
0
HONEYWELL INTL INC
COM
438516106
349
2006
SH
SOLE
2006
0
0
HORMEL FOODS CORP
COM
440452100
2144
45279
SH
SOLE
45279
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
364
2575
SH
SOLE
2575
0
0
INVESCO DB MULTI-SECTOR COMM
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46140H106
306
15000
SH
SOLE
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0
0
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
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245
5500
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0
0
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
1000
49327
SH
SOLE
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0
0
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
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212
4582
SH
SOLE
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0
0
ISHARES INC
CORE MSCI EMKT
46434G103
342
6974
SH
SOLE
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ISHARES INC
MSCI EMRG CHN
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209
4378
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CORE S&P MCP ETF
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222
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CORE S&P SCP ETF
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903
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SH
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ISHARES TR
CORE S&P500 ETF
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1125
2966
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SOLE
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0
0
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DEVSMCP EXNA ETF
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474
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SOLE
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ISHARES TR
EXPONENTIAL TECH
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10534
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SH
SOLE
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0
0
ISHARES TR
GLOB HLTHCRE ETF
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323
3980
SH
SOLE
3980
0
0
ISHARES TR
MORNINGSTAR GRWT
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1198
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SH
SOLE
23923
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0
ISHARES TR
MORNINGSTAR VALU
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SOLE
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0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
3145
44792
SH
SOLE
44792
0
0
ISHARES TR
NATIONAL MUN ETF
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1250
11756
SH
SOLE
11756
0
0
ISHARES TR
NORTH AMERN NAT
464287374
390
10834
SH
SOLE
10834
0
0
ISHARES TR
RUS MD CP GR ETF
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504
6356
SH
SOLE
6356
0
0
ISHARES TR
U.S. ENERGY ETF
464287796
229
6000
SH
SOLE
6000
0
0
JOHNSON & JOHNSON
COM
478160104
997
5617
SH
SOLE
5617
0
0
JPMORGAN CHASE & CO
COM
46625H100
888
7886
SH
SOLE
7886
0
0
LAZARD LTD
SHS A
G54050102
324
10000
SH
SOLE
10000
0
0
LILLY ELI & CO
COM
532457108
944
2912
SH
SOLE
2912
0
0
LOCKHEED MARTIN CORP
COM
539830109
654
1522
SH
SOLE
1522
0
0
LUMENTUM HLDGS INC
COM
55024U109
304
3825
SH
SOLE
3825
0
0
MARRIOTT INTL INC NEW
CL A
571903202
604
4444
SH
SOLE
4444
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
623
1974
SH
SOLE
1974
0
0
MCDONALDS CORP
COM
580135101
771
3124
SH
SOLE
3124
0
0
MEDTRONIC PLC
SHS
G5960L103
250
2784
SH
SOLE
2784
0
0
MERCK & CO INC
COM
58933Y105
567
6215
SH
SOLE
6215
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
449
15500
SH
SOLE
15500
0
0
MICROSOFT CORP
COM
594918104
2102
8186
SH
SOLE
8186
0
0
MIROMATRIX MED INC
COM
60471P108
416
104167
SH
SOLE
104167
0
0
NETFLIX INC
COM
64110L106
278
1587
SH
SOLE
1587
0
0
NIKE INC
CL B
654106103
592
5789
SH
SOLE
5789
0
0
NOKIA CORP
SPONSORED ADR
654902204
62
13529
SH
SOLE
13529
0
0
NORWEGIAN CRUISE LINE HLDG L
SHS
G66721104
255
22950
SH
SOLE
22950
0
0
NUTRIEN LTD
COM
67077M108
1427
17908
SH
SOLE
17908
0
0
OCCIDENTAL PETE CORP
COM
674599105
768
13039
SH
SOLE
13039
0
0
ORACLE CORP
COM
68389X105
370
5289
SH
SOLE
5289
0
0
ORGANON & CO
COMMON STOCK
68622V106
226
6696
SH
SOLE
6696
0
0
PACCAR INC
COM
693718108
263
3195
SH
SOLE
3195
0
0
PEPSICO INC
COM
713448108
423
2539
SH
SOLE
2539
0
0
PFIZER INC
COM
717081103
1108
21136
SH
SOLE
21136
0
0
PHILIP MORRIS INTL INC
COM
718172109
754
7631
SH
SOLE
7631
0
0
POLARIS INC
COM
731068102
213
2146
SH
SOLE
2146
0
0
PROCTER AND GAMBLE CO
COM
742718109
900
6256
SH
SOLE
6256
0
0
QUALCOMM INC
COM
747525103
496
3886
SH
SOLE
3886
0
0
RADIAN GROUP INC
COM
750236101
295
15000
SH
SOLE
15000
0
0
RAYMOND JAMES FINL INC
COM
754730109
1956
21880
SH
SOLE
21880
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
495
8112
SH
SOLE
8112
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
7912
202926
SH
SOLE
202926
0
0
SCIENCE APPLICATIONS INTL CO
COM
808625107
419
4500
SH
SOLE
4500
0
0
SEALED AIR CORP NEW
COM
81211K100
260
4500
SH
SOLE
4500
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
2849
39845
SH
SOLE
39845
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
628
19955
SH
SOLE
19955
0
0
SNAP INC
CL A
83304A106
199
15138
SH
SOLE
15138
0
0
SOUTHERN CO
COM
842587107
233
3273
SH
SOLE
3273
0
0
SOUTHWEST AIRLS CO
COM
844741108
415
11496
SH
SOLE
11496
0
0
SPDR INDEX SHS FDS
S&P NORTH AMER
78463X152
4639
94257
SH
SOLE
94257
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
214
566
SH
SOLE
566
0
0
SPDR SER TR
S&P KENSHO NEW
78468R648
3088
76166
SH
SOLE
76166
0
0
SSGA ACTIVE ETF TR
ULT SHT TRM BD
78467V707
825
20721
SH
SOLE
20721
0
0
STARBUCKS CORP
COM
855244109
287
3760
SH
SOLE
3760
0
0
STELLANTIS N.V
SHS
N82405106
446
36100
SH
SOLE
36100
0
0
STRYKER CORPORATION
COM
863667101
398
1999
SH
SOLE
1999
0
0
TARGET CORP
COM
87612E106
510
3610
SH
SOLE
3610
0
0
TELEPHONE & DATA SYS INC
COM NEW
879433829
395
25000
SH
SOLE
25000
0
0
TESLA INC
COM
88160R101
318
472
SH
SOLE
472
0
0
TEXAS INSTRS INC
COM
882508104
478
3113
SH
SOLE
3113
0
0
TIDAL ETF TR
RPAR RISK PARI
886364603
1954
100052
SH
SOLE
100052
0
0
TYSON FOODS INC
CL A
902494103
935
10864
SH
SOLE
10864
0
0
UBER TECHNOLOGIES INC
COM
90353T100
306
14939
SH
SOLE
14939
0
0
UNION PAC CORP
COM
907818108
1347
6314
SH
SOLE
6314
0
0
UNITED AIRLS HLDGS INC
COM
910047109
453
12777
SH
SOLE
12777
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
2112
4113
SH
SOLE
4113
0
0
US BANCORP DEL
COM NEW
902973304
401
8720
SH
SOLE
8720
0
0
VALERO ENERGY CORP
COM
91913Y100
660
6213
SH
SOLE
6213
0
0
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
375
2860
SH
SOLE
2860
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
2097
10646
SH
SOLE
10646
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
57227
164978
SH
SOLE
164978
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
987
5602
SH
SOLE
5602
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
13735
274915
SH
SOLE
274915
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2180
25544
SH
SOLE
25544
0
0
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
1073
26288
SH
SOLE
26288
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
216
2121
SH
SOLE
2121
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
330
1011
SH
SOLE
1011
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
653
12876
SH
SOLE
12876
0
0
VICTORY PORTFOLIOS II
VCSHS US 500 ENH
92647N782
29326
456366
SH
SOLE
456366
0
0
VISA INC
COM CL A
92826C839
1466
7446
SH
SOLE
7446
0
0
WALMART INC
COM
931142103
470
3870
SH
SOLE
3870
0
0
WASTE MGMT INC DEL
COM
94106L109
241
1576
SH
SOLE
1576
0
0
WELLS FARGO CO NEW
COM
949746101
267
6809
SH
SOLE
6809
0
0
WISDOMTREE TR
EM EX ST-OWNED
97717X578
9255
322692
SH
SOLE
322692
0
0
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
4871
96786
SH
SOLE
96786
0
0
WISDOMTREE TR
US MIDCAP DIVID
97717W505
1314
33716
SH
SOLE
33716
0
0
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2522
44014
SH
SOLE
44014
0
0
WISDOMTREE TR
US SMALLCAP FUND
97717W562
411
10000
SH
SOLE
10000
0
0
YUM BRANDS INC
COM
988498101
216
1900
SH
SOLE
1900
0
0