0001908936-23-000003.txt : 20230724
0001908936-23-000003.hdr.sgml : 20230724
20230724153304
ACCESSION NUMBER: 0001908936-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230724
DATE AS OF CHANGE: 20230724
EFFECTIVENESS DATE: 20230724
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: 231104955
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
13F-HR
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false
false
false
0001908936
XXXXXXXX
06-30-2023
06-30-2023
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
07-24-2023
0
177
383854611
false
INFORMATION TABLE
2
sfpq213f2023.xml
3M CO
COM
88579Y101
2504077
25018
SH
SOLE
0
0
25018
ABBOTT LABS
COM
002824100
2274426
20862
SH
SOLE
0
0
20862
ABBVIE INC
COM
00287Y109
1819961
13508
SH
SOLE
0
0
13508
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
435670
5227
SH
SOLE
0
0
5227
ALPHABET INC
CAP STK CL A
02079K305
236647
1977
SH
SOLE
0
0
1977
ALPHABET INC
CAP STK CL C
02079K107
247626
2047
SH
SOLE
0
0
2047
AMAZON COM INC
COM
023135106
1732484
13290
SH
SOLE
0
0
13290
AMGEN INC
COM
031162100
2864118
12900
SH
SOLE
0
0
12900
AMPLIFY ETF TR
BLOCKCHAIN LDR
032108607
808744
35549
SH
SOLE
0
0
35549
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
295001
5201
SH
SOLE
0
0
5201
APPLE INC
COM
037833100
6408958
33041
SH
SOLE
0
0
33041
ARK ETF TR
AUTNMUS TECHNLGY
00214Q203
478496
8490
SH
SOLE
0
0
8490
ARK ETF TR
GENOMIC REV ETF
00214Q302
216472
6350
SH
SOLE
0
0
6350
ARTS WAY MFG INC
COM
043168103
102070
43807
SH
SOLE
0
0
43807
AXON ENTERPRISE INC
COM
05464C101
382435
1960
SH
SOLE
0
0
1960
BANK AMERICA CORP
COM
060505104
543245
18935
SH
SOLE
0
0
18935
BAXTER INTL INC
COM
071813109
212993
4675
SH
SOLE
0
0
4675
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1120185
3285
SH
SOLE
0
0
3285
BIO-TECHNE CORP
COM
09073M104
724874
8880
SH
SOLE
0
0
8880
BLACKSTONE INC
COM
09260D107
385826
4150
SH
SOLE
0
0
4150
BOEING CO
CALL
097023105
1641347
7773
SH
SOLE
0
0
7773
BP PLC
SPONSORED ADR
055622104
355704
10079
SH
SOLE
0
0
10079
BROADCOM INC
COM
11135F101
1848493
2131
SH
SOLE
0
0
2131
CANADIAN NATL RY CO
COM
136375102
602808
4979
SH
SOLE
0
0
4979
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
322434
3992
SH
SOLE
0
0
3992
CAPITAL ONE FINL CORP
COM
14040H105
440761
4030
SH
SOLE
0
0
4030
CATERPILLAR INC
COM
149123101
514983
2093
SH
SOLE
0
0
2093
CHEVRON CORP NEW
CALL
166764100
1368342
8696
SH
SOLE
0
0
8696
CISCO SYS INC
COM
17275R102
2021953
39079
SH
SOLE
0
0
39079
CITIGROUP INC
COM NEW
172967424
698841
15179
SH
SOLE
0
0
15179
COCA COLA CO
COM
191216100
1580319
26242
SH
SOLE
0
0
26242
CONOCOPHILLIPS
COM
20825C104
550687
5315
SH
SOLE
0
0
5315
CORTEVA INC
COM
22052L104
726214
12674
SH
SOLE
0
0
12674
COSTCO WHSL CORP NEW
COM
22160K105
1787496
3320
SH
SOLE
0
0
3320
COTERRA ENERGY INC
COM
127097103
225474
8912
SH
SOLE
0
0
8912
CUMMINS INC
COM
231021106
356953
1456
SH
SOLE
0
0
1456
CVS HEALTH CORP
COM
126650100
905154
13094
SH
SOLE
0
0
13094
DEERE & CO
COM
244199105
1152492
2844
SH
SOLE
0
0
2844
DELTA AIR LINES INC DEL
COM NEW
247361702
1164255
24490
SH
SOLE
0
0
24490
DISNEY WALT CO
COM
254687106
686831
7693
SH
SOLE
0
0
7693
DOW INC
COM
260557103
352405
6617
SH
SOLE
0
0
6617
SELECT SECTOR SPDR TR
ENERGY
81369Y506
2991377
36853
SH
SOLE
0
0
36853
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
636190
50094
SH
SOLE
0
0
50094
ENTERPRISE PRODS PARTNERS
COM
293792107
1101966
41820
SH
SOLE
0
0
41820
EXACT SCIENCES CORP
COM
30063P105
202636
2158
SH
SOLE
0
0
2158
EXXON MOBIL CORP
COM
30231G102
1583233
14762
SH
SOLE
0
0
14762
FASTENAL CO
COM
311900104
282562
4790
SH
SOLE
0
0
4790
FEDEX CORP
COM
31428X106
270142
1090
SH
SOLE
0
0
1090
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
20912364
473452
SH
SOLE
0
0
473452
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQ
33740F755
12506554
499463
SH
SOLE
0
0
499463
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
1662446
20210
SH
SOLE
0
0
20210
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
261617
5577
SH
SOLE
0
0
5577
FIRST TR EXCH TRD ALPHDX FD
EM SML CP ALPH
33737J307
588070
16178
SH
SOLE
0
0
16178
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
33739P103
9194346
174168
SH
SOLE
0
0
174168
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
8556111
188419
SH
SOLE
0
0
188419
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
19366085
411170
SH
SOLE
0
0
411170
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
210272
5245
SH
SOLE
0
0
5245
FORD MTR CO DEL
COM
345370860
193807
12809
SH
SOLE
0
0
12809
FIRST TR EXCHNG TRADED FD VI
CBOE VEST BUFERD
33740U760
9823637
493660
SH
SOLE
0
0
493660
GENERAL MTRS CO
COM
37045V100
486434
12615
SH
SOLE
0
0
12615
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
311775
7500
SH
SOLE
0
0
7500
GOODYEAR TIRE & RUBR CO
COM
382550101
512330
37451
SH
SOLE
0
0
37451
HILLENBRAND INC
COM
431571108
261528
5100
SH
SOLE
0
0
5100
HOME DEPOT INC
COM
437076102
2356882
7587
SH
SOLE
0
0
7587
HONEYWELL INTL INC
COM
438516106
419072
2020
SH
SOLE
0
0
2020
HORMEL FOODS CORP
COM
440452100
1859350
46229
SH
SOLE
0
0
46229
IAC INC
COM NEW
44891N208
565200
9000
SH
SOLE
0
0
9000
IHS HOLDING LIMITED
ORD SHS
G4701H109
415650
42500
SH
SOLE
0
0
42500
INTEL CORP
COM
458140100
873498
26121
SH
SOLE
0
0
26121
INTERNATIONAL BUSINESS MACHS
COM
459200101
348307
2603
SH
SOLE
0
0
2603
INVESCO DB MULTI-SECTOR COMM
AGRICULTURE FD
46140H106
316050
15000
SH
SOLE
0
0
15000
INVESCO EXCHANGE TRADED FD T
DYNMC SEMICNDT
46137V647
313523
2292
SH
SOLE
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0
2292
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
526057
25003
SH
SOLE
0
0
25003
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
46138G102
298725
7500
SH
SOLE
0
0
7500
ISHARES TR
CORE MSCI EAFE
46432F842
794138
11765
SH
SOLE
0
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11765
ISHARES INC
CORE MSCI EMKT
46434G103
1771926
35949
SH
SOLE
0
0
35949
ISHARES TR
CORE S&P500 ETF
464287200
1342791
3013
SH
SOLE
0
0
3013
ISHARES TR
CORE S&P MCP ETF
464287507
1359957
5201
SH
SOLE
0
0
5201
ISHARES TR
EXPONENTIAL TECH
46434V381
10996320
197776
SH
SOLE
0
0
197776
ISHARES MORNINGSTAR VALUE ETF
MORNINGSTAR VALU
464288109
791638
11901
SH
SOLE
0
0
11901
ISHARES TR
MSCI EAFE ETF
464287465
202855
2798
SH
SOLE
0
0
2798
ISHARES TR
DEVSMCP EXNA ETF
464288497
514381
9755
SH
SOLE
0
0
9755
ISHARES TR
MSCI USA MIN VOL
46429B697
2850984
38356
SH
SOLE
0
0
38356
ISHARES TR
NATIONAL MUN ETF
464288414
1228569
11511
SH
SOLE
0
0
11511
ISHARES TR
U.S. ENERGY ETF
464287796
257040
6000
SH
SOLE
0
0
6000
ISHARES TR
MORNINGSTAR GRWT
464287119
1503281
24114
SH
SOLE
0
0
24114
ISHARES TR
NORTH AMERN NAT
464287374
304116
7834
SH
SOLE
0
0
7834
ISHARES TR
GLOB HLTHCRE ETF
464287325
341065
4013
SH
SOLE
0
0
4013
ISHARES TR
CORE S&P SCP ETF
464287804
1498935
15042
SH
SOLE
0
0
15042
ISHARES TR
US REGNL BKS ETF
464288778
543631
16060
SH
SOLE
0
0
16060
ISHARES TR
RUS MD CP GR ETF
464287481
738543
7643
SH
SOLE
0
0
7643
JOHNSON & JOHNSON
COM
478160104
1997955
12071
SH
SOLE
0
0
12071
JPMORGAN CHASE & CO
COM
46625H100
699834
4812
SH
SOLE
0
0
4812
LAZARD LTD
SHS A
G54050102
384000
12000
SH
SOLE
0
0
12000
LILLY ELI & CO
COM
532457108
2269053
4838
SH
SOLE
0
0
4838
LUMENTUM HLDGS INC
COM
55024U109
458095
8075
SH
SOLE
0
0
8075
MARRIOTT INTL INC NEW
CL A
571903202
816318
4444
SH
SOLE
0
0
4444
MARSH & MCLENNAN COS INC
COM
571748102
1587207
8439
SH
SOLE
0
0
8439
MASTERCARD INCORPORATED
CL A
57636Q104
1972858
5016
SH
SOLE
0
0
5016
MCDONALDS CORP
COM
580135101
2489336
8342
SH
SOLE
0
0
8342
MERCK & CO INC
COM
58933Y105
2211232
19163
SH
SOLE
0
0
19163
META PLATFORMS INC
CL A
30303M102
2002259
6977
SH
SOLE
0
0
6977
MGM RESORTS INTERNATIONAL
COM
552953101
680760
15500
SH
SOLE
0
0
15500
MICROSOFT CORP
COM
594918104
4529367
13301
SH
SOLE
0
0
13301
MIROMATRIX MED INC
COM
60471P108
240739
137565
SH
SOLE
0
0
137565
NETFLIX INC
COM
64110L106
592459
1345
SH
SOLE
0
0
1345
NUTRIEN LTD
COM
67077M108
1220682
20672
SH
SOLE
0
0
20672
NVIDIA CORPORATION
COM
67066G104
496226
1173
SH
SOLE
0
0
1173
OCCIDENTAL PETE CORP
COM
674599105
531263
9035
SH
SOLE
0
0
9035
ORACLE CORP
COM
68389X105
629730
5288
SH
SOLE
0
0
5288
PACCAR INC
COM
693718108
228866
2736
SH
SOLE
0
0
2736
PEPSICO INC
COM
713448108
1989318
10740
SH
SOLE
0
0
10740
PFIZER INC
COM
717081103
386717
10543
SH
SOLE
0
0
10543
PHILIP MORRIS INTL INC
COM
718172109
1878830
19246
SH
SOLE
0
0
19246
POLARIS INC
COM
731068102
258481
2137
SH
SOLE
0
0
2137
PROCTER AND GAMBLE CO
COM
742718109
2064055
13603
SH
SOLE
0
0
13603
PROLOGIS INC.
COM
74340W103
383832
3130
SH
SOLE
0
0
3130
RAYMOND JAMES FINL INC
COM
754730109
2156409
20781
SH
SOLE
0
0
20781
RIO TINTO PLC
SPONSORED ADR
767204100
593635
9299
SH
SOLE
0
0
9299
ROYAL CARIBBEAN GROUP
COM
V7780T103
233311
2249
SH
SOLE
0
0
2249
SALESFORCE INC
COM
79466L302
201331
953
SH
SOLE
0
0
953
SCHWAB CHARLES CORP
COM
808513105
242590
4280
SH
SOLE
0
0
4280
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
215233
4914
SH
SOLE
0
0
4914
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
21197522
291896
SH
SOLE
0
0
291896
SCIENCE APPLICATIONS INTL CO
COM
808625107
281200
2500
SH
SOLE
0
0
2500
SCOTTS MIRACLE-GRO CO
CL A
810186106
689590
11000
SH
SOLE
0
0
11000
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
672683
19955
SH
SOLE
0
0
19955
SOUTHERN CO
COM
842587107
267364
3806
SH
SOLE
0
0
3806
SPDR INDEX SHS FDS
S&P NORTH AMER
78463X152
5323552
103350
SH
SOLE
0
0
103350
SPDR INDEX SHS FDS
MSCI EAFE STRTGC
78463X434
3175440
45415
SH
SOLE
0
0
45415
SPDR S&P 500 ETF TR
TR UNIT
78462F103
256659
579
SH
SOLE
0
0
579
SPDR SER TR
PORTFOLIO SHORT
78464A474
7278394
247228
SH
SOLE
0
0
247228
SPDR SER TR
S&P KENSHO NEW
78468R648
2690300
60321
SH
SOLE
0
0
60321
SSGA ACTIVE ETF TR
ULT SHT TRM BD
78467V707
203505
5056
SH
SOLE
0
0
5056
STARBUCKS CORP
COM
855244109
336402
3396
SH
SOLE
0
0
3396
STELLANTIS N.V
SHS
N82405106
383249
21850
SH
SOLE
0
0
21850
STRYKER CORPORATION
COM
863667101
616587
2021
SH
SOLE
0
0
2021
TARGET CORP
COM
87612E106
203987
1547
SH
SOLE
0
0
1547
TELEPHONE & DATA SYS INC
COM NEW
879433829
90530
11000
SH
SOLE
0
0
11000
TESLA INC
COM
88160R101
383755
1466
SH
SOLE
0
0
1466
TEXAS INSTRS INC
COM
882508104
1634649
9080
SH
SOLE
0
0
9080
THE CIGNA GROUP
COM
125523100
1930809
6881
SH
SOLE
0
0
6881
TIDAL ETF TR
RPAR RISK PARI
886364603
618484
32162
SH
SOLE
0
0
32162
TJX COS INC NEW
COM
872540109
301089
3551
SH
SOLE
0
0
3551
TYSON FOODS INC
CL A
902494103
737834
14456
SH
SOLE
0
0
14456
UBER TECHNOLOGIES INC
COM
90353T100
367981
8524
SH
SOLE
0
0
8524
UNION PAC CORP
COM
907818108
1146554
5603
SH
SOLE
0
0
5603
UNITED AIRLS HLDGS INC
COM
910047109
543652
9908
SH
SOLE
0
0
9908
UNITED PARCEL SERVICE INC
CL B
911312106
1692743
9443
SH
SOLE
0
0
9443
UNITED STS NAT GAS FD LP
UNIT PAR
912318300
222600
30000
SH
SOLE
0
0
30000
UNITEDHEALTH GROUP INC
COM
91324P102
2825683
5879
SH
SOLE
0
0
5879
US BANCORP DEL
COM NEW
902973304
460829
13948
SH
SOLE
0
0
13948
VALERO ENERGY CORP
COM
91913Y100
703529
5998
SH
SOLE
0
0
5998
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
409283
2750
SH
SOLE
0
0
2750
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
16475210
302797
SH
SOLE
0
0
302797
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
1213980
26288
SH
SOLE
0
0
26288
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
207049
1952
SH
SOLE
0
0
1952
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1529450
7690
SH
SOLE
0
0
7690
VANGUARD INDEX FDS
MID CAP ETF
922908629
2373642
10781
SH
SOLE
0
0
10781
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
70574273
173282
SH
SOLE
0
0
173282
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
510211
7019
SH
SOLE
0
0
7019
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2463816
25405
SH
SOLE
0
0
25405
VANGUARD INDEX FDS
VALUE ETF
922908744
277100
1950
SH
SOLE
0
0
1950
VANGUARD WORLD FDS
INF TECH ETF
92204A702
636899
1440
SH
SOLE
0
0
1440
VERIZON COMMUNICATIONS INC
COM
92343V104
219948
5914
SH
SOLE
0
0
5914
VICTORY PORTFOLIOS II
VCSHS US 500 ENH
92647N782
1785861
28987
SH
SOLE
0
0
28987
VISA INC
COM CL A
92826C839
2731123
11500
SH
SOLE
0
0
11500
WALMART INC
COM
931142103
597567
3802
SH
SOLE
0
0
3802
WASTE MGMT INC DEL
COM
94106L109
360237
2077
SH
SOLE
0
0
2077
WELLS FARGO CO NEW
COM
949746101
375905
8808
SH
SOLE
0
0
8808
WISDOMTREE TR
EM EX ST-OWNED
97717X578
7882776
282031
SH
SOLE
0
0
282031
WISDOMTREE TR
US SMALLCAP FUND
97717W562
492910
11000
SH
SOLE
0
0
11000
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
3662204
72778
SH
SOLE
0
0
72778
WISDOMTREE TR
US MIDCAP DIVID
97717W505
1360473
32354
SH
SOLE
0
0
32354
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2620289
39308
SH
SOLE
0
0
39308
DBX ETF TR
XTRACK MSCI ALL
233051820
605804
20925
SH
SOLE
0
0
20925
YUM BRANDS INC
COM
988498101
263245
1900
SH
SOLE
0
0
1900