Tina Coquyt

@Sweet Financial Partners, Llc

Latest period2024 - Q3

Reported3mo 3d ago

Managed Assets$461.791M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ADBEAdobe Inc Recent Activity New Position	0.39%	$1.775M 3,428 shares@ $517.79 avg price	New Position
SDVYFirst Tr Exchange-traded Fd Recent Activity New Position	0.27%	$1.246M 34,246 shares@ $36.38 avg price	New Position
DELLDell Technologies Inc Recent Activity New Position	0.08%	$357,568 3,016 shares@ $118.56 avg price	New Position
MSIMotorola Solutions Inc Recent Activity New Position	0.08%	$333,288 741 shares@ $449.79 avg price	New Position
AGGIshares Tr Recent Activity New Position	0.05%	$227,580 2,247 shares@ $101.29 avg price	New Position
SOSouthern Co Recent Activity New Position	0.05%	$215,159 2,386 shares@ $90.18 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	0.05%	$208,090 542 shares@ $383.93 avg price	New Position
MOAltria Group Inc Recent Activity New Position	0.05%	$206,324 4,042 shares@ $51.05 avg price	New Position
ORIOld Rep Intl Corp Recent Activity New Position	0.05%	$203,382 5,742 shares@ $35.43 avg price	New Position
NUNu Hldgs Ltd Recent Activity New Position	0.03%	$136,500 10,000 shares@ $13.65 avg price	New Position