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  Name: Sweet Financial Partners LLC
  City: FAIRMONT
  State: MN
  Zip: 56031
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $433,187,000
  Total Value Change : $12,695,000
  Securities Held Change : 14
   
All Securities Held : 196
  New Positions : 17
  Closed Positions : 6
  Increased Positions : 79
  Unchanged Positions : 44
  Decreased Positions : 56

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CMI)1 Year Chart         CMI Cummins Inc 202 Closed $298.61 $0 0 0% -349,000 -1,456 0    Diversified Machinery
   (XSLV)1 Year Chart         XSLV Invesco S&P SmallCap ETF 201 Closed $44.30 $0 0 0% -331,000 -7,500 0    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 199 Closed $147.37 $0 0 0% -1,313,000 -8,348 0    AirDelivery & Freight...
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 198 Closed $50.43 $0 0 0% -3,700,000 -73,645 0    N/A
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 197 Closed $17.19 $0 0 0% -214,000 -8,214 0    N/A

      5 Records Found
  1    
Page 1 of 1
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