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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
LITELumentum Hldgs Inc
Recent Activity
Exited
0%
$343,710
6,750 shares@ $50.92 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$336,683
316 shares@ $1065.46 avg price
HTECExchange Traded Concepts Tr
Recent Activity
Exited
0%
$218,649
8,030 shares@ $27.23 avg price