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| Sweet Financial Partners LLC
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| |
|---|---|
| CRD # | 316739 |
| SEC # | 801-122466 |
| CIK # | 0001908936 |
| AUM | $779.2 MM (2024-06-17) |
| Employees | 15 (40% Investors, 20% Brokers) |
| Phone | 507-235-5587 |
| Address | 1300 South Prairie Ave Fairmont, MN 56031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 8.3 | |
| MSFT | 1,918,222.4 | 7.0 | |
| NVDA | 399,550.0 | 5.2 | |
| LLY | 301,789.7 | 4.6 | |
| UNH | 477,004.0 | 3.9 | |
| GOOG | 1,482,566.4 | 3.8 | |
| V | 419,260.5 | 3.8 | |
| AVGO | 201,282.9 | 3.3 | |
| AMZN | 1,092,997.8 | 3.3 | |
| HD | 277,648.0 | 3.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,001 | 322.3 |
| (b) Individuals (high net worth individuals) | 140 | 452.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.3 |
| (i) State or municipal government entities | 1 | 1.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,326 | 779.2 |
| By Discretionary | ||
| Discretionary | 3,326 | 779.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,326 | 779.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 779.2 | |
| Total | 3,326 | 779.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001908936] |
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