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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
AAPLApple Inc
Recent Activity
Decreased -3.53%
1.93%
$8.888M
38,146 shares@ $233.01 avg price
SPSBSpdr Ser Tr
Recent Activity
Decreased -1.15%
1.78%
$8.219M
271,426 shares@ $30.28 avg price
NANRSpdr Index Shs Fds
Recent Activity
Decreased -2.01%
1.46%
$6.726M
118,771 shares@ $56.64 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.28%
1.45%
$6.685M
15,536 shares@ $430.31 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.63%
1.07%
$4.91M
40,429 shares@ $121.44 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.8%
0.95%
$4.377M
7,487 shares@ $584.65 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -2.22%
0.95%
$4.358M
4,919 shares@ $885.86 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
VVisa Inc
Recent Activity
Decreased -0.78%
0.86%
$3.956M
14,389 shares@ $274.95 avg price
QEFASpdr Index Shs Fds
Recent Activity
0.84%
$3.86M
47,962 shares@ $80.49 avg price