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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

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Holdings Found : 17     View All Holdings Currently Viewing:  New 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
   (LMBS)1 Year Chart         LMBS First Trust Low Duration Mo... 7 New $0.00 $10,939,000 226,722 2.53% 10,939,000 226,722 0.182    N/A
   (FTGS)1 Year Chart         FTGS First Trust Growth Strength... 8 New $0.00 $9,600,000 312,616 2.22% 9,600,000 312,616 3.47    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 49 New $182.08 $1,875,000 11,077 0.43% 1,875,000 11,077 0.001    Communication Equipment
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 50 New $468.88 $1,869,000 4,109 0.43% 1,869,000 4,109 0.001    Aerospace/Defense - M...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 56 New $39.31 $1,711,000 39,479 0.39% 1,711,000 39,479 0.001    CATV Systems
   (NKE)1 Year Chart         NKE Nike Inc B 58 New $90.94 $1,681,000 17,885 0.39% 1,681,000 17,885 0.001    Textile - Apparel Foo...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 145 New $320.76 $372,000 1,161 0.09% 372,000 1,161 0.001    N/A
   (BOAT)1 Year Chart         BOAT Sonicshares Global Shipping... 172 New $0.00 $278,000 9,275 0.06% 278,000 9,275 0.918    N/A
   (MDGL)1 Year Chart         MDGL Madrigal Pharmaceuticals Inc 174 New $205.25 $267,000 1,000 0.06% 267,000 1,000 0.005    Diagnostic Substances
   (RBLX)1 Year Chart         RBLX Roblox Corp 177 New $0.00 $247,000 6,470 0.06% 247,000 6,470 0.001    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 180 New $151.92 $228,000 1,261 0.05% 228,000 1,261 0    Semiconductor- Broad...
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 183 New $62.98 $223,000 3,543 0.05% 223,000 3,543 0    Food - Major Diversified
   (MU)1 Year Chart         MU Micron Technology Inc 185 New $121.24 $219,000 1,857 0.05% 219,000 1,857 0.001    Semiconductor - Memor...
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 188 New $38.46 $205,000 5,319 0.05% 205,000 5,319 0.006    Closed - End Fund - Debt
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... 192 New $42.06 $202,000 4,775 0.05% 202,000 4,775 0    Closed - End Fund - Debt
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 190 New $372.63 $202,000 506 0.05% 202,000 506 0    Medical Appliances & ...
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 191 New $141.46 $202,000 1,400 0.05% 202,000 1,400 0    REIT - Diversified
      17 Records Found
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