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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
XSOEWisdomtree Tr
Recent Activity
Increased 2.01%
2.18%
$10.041M
303,997 shares@ $33.04 avg price
FYXFirst Tr Sml Cp Core Alpha F
Recent Activity
Increased 9.15%
0.92%
$4.242M
42,620 shares@ $99.54 avg price
AVGOBroadcom Inc
Recent Activity
Increased 938.56%
0.81%
$3.732M
21,633 shares@ $172.51 avg price
IJHIshares Tr
Recent Activity
Increased 0.81%
0.73%
$3.334M
53,502 shares@ $62.33 avg price
IEMGIshares Inc
Recent Activity
Increased 0.49%
0.64%
$2.914M
50,750 shares@ $57.42 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 5.58%
0.63%
$2.886M
3,255 shares@ $886.54 avg price
KOMPSpdr Ser Tr
Recent Activity
Increased 0.01%
0.62%
$2.858M
57,943 shares@ $49.33 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.7%
0.62%
$2.851M
10,806 shares@ $263.85 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 5.16%
0.6%
$2.729M
4,668 shares@ $584.6 avg price
MMINIndexiq Active Etf Tr
Recent Activity
Increased 219.02%
0.56%
$2.585M
105,184 shares@ $24.59 avg price