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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
NFLXNetflix Inc
Recent Activity
Increased 312.46%
0.55%
$2.536M
3,576 shares@ $709.28 avg price
COPConocophillips
Recent Activity
Increased 0.75%
0.52%
$2.375M
22,554 shares@ $105.29 avg price
MUBIshares Tr
Recent Activity
Increased 56.88%
0.48%
$2.194M
20,195 shares@ $108.64 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 407.87%
0.47%
$2.125M
18,080 shares@ $117.54 avg price
QCOMQualcomm Inc
Recent Activity
Increased 1.62%
0.44%
$2.025M
11,906 shares@ $170.06 avg price
CMCSAComcast Corp New
Recent Activity
Increased 11.73%
0.44%
$2.021M
48,374 shares@ $41.78 avg price
IVVIshares Tr
Recent Activity
Increased 0.27%
0.39%
$1.764M
3,058 shares@ $576.89 avg price
IJRIshares Tr
Recent Activity
Increased 0.94%
0.38%
$1.736M
14,840 shares@ $116.96 avg price
CIThe Cigna Group
Recent Activity
Increased 3.03%
0.38%
$1.734M
5,005 shares@ $346.47 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.88%
0.37%
$1.692M
3,677 shares@ $460.26 avg price