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Tina Coquyt

@Sweet Financial Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$461.791MTotal holdings198
Assets growth rate5.52%Assets growth rate (2-Q avg)3.28%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sweet Financial Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 198 positions.

Assets under management

The assets under management (AUM) of Sweet Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 461.791M in assets, with a quarterly growth rate of 5.52% and a 2-quarter average growth rate of 3.28%. The portfolio is managed by Tina Coquyt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -2.24%
19.15%
$88.402M
167,533 shares@ $527.68 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -2.98%
5.12%
$23.624M
279,479 shares@ $84.54 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.01%
4.95%
$22.856M
386,015 shares@ $59.21 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -2.71%
4.48%
$20.651M
327,798 shares@ $63.01 avg price
XTIshares Tr
Recent Activity
Decreased -0.55%
2.5%
$11.531M
189,413 shares@ $60.88 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.3%
2.45%
$11.302M
228,730 shares@ $49.42 avg price
FTLSFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -1.64%
2.44%
$11.256M
177,340 shares@ $63.48 avg price
XSOEWisdomtree Tr
Recent Activity
Increased 2.01%
2.18%
$10.041M
303,997 shares@ $33.04 avg price
FTGSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.75%
2.11%
$9.718M
311,260 shares@ $31.23 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -2.2%
2.01%
$9.25M
156,166 shares@ $59.23 avg price