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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
HDHome Depot Inc
Recent Activity
Decreased -2.47%
0.82%
$3.741M
9,231 shares@ $405.22 avg price
AVGOBroadcom Inc
Recent Activity
Increased 938.56%
0.81%
$3.732M
21,633 shares@ $172.51 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.55%
0.77%
$3.511M
17,781 shares@ $197.49 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -3.17%
0.74%
$3.39M
20,276 shares@ $167.2 avg price
IJHIshares Tr
Recent Activity
Increased 0.81%
0.73%
$3.334M
53,502 shares@ $62.33 avg price
MMM3m Co
Recent Activity
Decreased -1.76%
0.7%
$3.232M
23,642 shares@ $136.7 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -1.2%
0.7%
$3.212M
36,579 shares@ $87.81 avg price
DGRWWisdomtree Tr
Recent Activity
0.7%
$3.198M
38,438 shares@ $83.22 avg price
MAMastercard Incorporated
Recent Activity
Decreased -1.26%
0.67%
$3.088M
6,254 shares@ $493.81 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.5%
0.67%
$3.077M
16,513 shares@ $186.33 avg price