Filling information for Sweet Financial Partners, LLC as Treemap, investor disclosed 177 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 30063P105 | 30063P105 | EXACT SCIENCES CORP | COM | 202636 | 2158 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 2504077 | 25018 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 2274426 | 20862 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 1819961 | 13508 | |
| 01609W102 | 01609W102 | ALIBABA GROUP HLDG LTD | SPONSORED ADS | 435670 | 5227 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 236647 | 1977 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 247626 | 2047 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1732484 | 13290 | |
| 031162100 | 031162100 | AMGEN INC | COM | 2864118 | 12900 | |
| 032108607 | 032108607 | AMPLIFY ETF TR | BLOCKCHAIN LDR | 808744 | 35549 | |
| 03524A108 | 03524A108 | ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 295001 | 5201 | |
| 037833100 | 037833100 | APPLE INC | COM | 6408958 | 33041 | |
| 00214Q203 | 00214Q203 | ARK ETF TR | AUTNMUS TECHNLGY | 478496 | 8490 | |
| 00214Q302 | 00214Q302 | ARK ETF TR | GENOMIC REV ETF | 216472 | 6350 | |
| 043168103 | 043168103 | ARTS WAY MFG INC | COM | 102070 | 43807 | |
| 05464C101 | 05464C101 | AXON ENTERPRISE INC | COM | 382435 | 1960 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 543245 | 18935 | |
| 071813109 | 071813109 | BAXTER INTL INC | COM | 212993 | 4675 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1120185 | 3285 | |
| 09073M104 | 09073M104 | BIO-TECHNE CORP | COM | 724874 | 8880 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 385826 | 4150 | |
| 097023105 | 097023105 | BOEING CO | CALL | 1641347 | 7773 | |
| 055622104 | 055622104 | BP PLC | SPONSORED ADR | 355704 | 10079 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 1848493 | 2131 | |
| 136375102 | 136375102 | CANADIAN NATL RY CO | COM | 602808 | 4979 | |
| 13646K108 | 13646K108 | CANADIAN PACIFIC KANSAS CITY | COM | 322434 | 3992 | |
| 14040H105 | 14040H105 | CAPITAL ONE FINL CORP | COM | 440761 | 4030 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 514983 | 2093 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | CALL | 1368342 | 8696 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 2021953 | 39079 | |
| 172967424 | 172967424 | CITIGROUP INC | COM NEW | 698841 | 15179 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 1580319 | 26242 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 550687 | 5315 | |
| 22052L104 | 22052L104 | CORTEVA INC | COM | 726214 | 12674 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 1787496 | 3320 | |
| 127097103 | 127097103 | COTERRA ENERGY INC | COM | 225474 | 8912 | |
| 231021106 | 231021106 | CUMMINS INC | COM | 356953 | 1456 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 905154 | 13094 | |
| 233051820 | 233051820 | DBX ETF TR | XTRACK MSCI ALL | 605804 | 20925 | |
| 244199105 | 244199105 | DEERE & CO | COM | 1152492 | 2844 | |
| 247361702 | 247361702 | DELTA AIR LINES INC DEL | COM NEW | 1164255 | 24490 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 686831 | 7693 | |
| 260557103 | 260557103 | DOW INC | COM | 352405 | 6617 | |
| 29273V100 | 29273V100 | ENERGY TRANSFER L P | COM UT LTD PTN | 636190 | 50094 | |
| 293792107 | 293792107 | ENTERPRISE PRODS PARTNERS | COM | 1101966 | 41820 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1583233 | 14762 | |
| 311900104 | 311900104 | FASTENAL CO | COM | 282562 | 4790 | |
| 31428X106 | 31428X106 | FEDEX CORP | COM | 270142 | 1090 | |
| 33739P103 | 33739P103 | FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 9194346 | 174168 | |
| 33737J307 | 33737J307 | FIRST TR EXCH TRD ALPHDX FD | EM SML CP ALPH | 588070 | 16178 | |
| 33734X846 | 33734X846 | FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 8556111 | 188419 | |
| 33738R605 | 33738R605 | FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 261617 | 5577 | |
| 33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 19366085 | 411170 | |
| 33740U760 | 33740U760 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST BUFERD | 9823637 | 493660 | |
| 33740F755 | 33740F755 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 12506554 | 499463 | |
| 33740F805 | 33740F805 | FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 20912364 | 473452 | |
| 33734Y109 | 33734Y109 | FIRST TR SML CP CORE ALPHA F | COM SHS | 1662446 | 20210 | |
| 33734H106 | 33734H106 | FIRST TR VALUE LINE DIVID IN | SHS | 210272 | 5245 | |
| 345370860 | 345370860 | FORD MTR CO DEL | COM | 193807 | 12809 | |
| 37045V100 | 37045V100 | GENERAL MTRS CO | COM | 486434 | 12615 | |
| 37954Y293 | 37954Y293 | GLOBAL X FDS | GLB X MLP ENRG I | 311775 | 7500 | |
| 382550101 | 382550101 | GOODYEAR TIRE & RUBR CO | COM | 512330 | 37451 | |
| 431571108 | 431571108 | HILLENBRAND INC | COM | 261528 | 5100 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 2356882 | 7587 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 419072 | 2020 | |
| 440452100 | 440452100 | HORMEL FOODS CORP | COM | 1859350 | 46229 | |
| 44891N208 | 44891N208 | IAC INC | COM NEW | 565200 | 9000 | |
| G4701H109 | G4701H109 | IHS HOLDING LIMITED | ORD SHS | 415650 | 42500 | |
| 458140100 | 458140100 | INTEL CORP | COM | 873498 | 26121 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 348307 | 2603 | |
| 46140H106 | 46140H106 | INVESCO DB MULTI-SECTOR COMM | AGRICULTURE FD | 316050 | 15000 | |
| 46138G102 | 46138G102 | INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 298725 | 7500 | |
| 46138G508 | 46138G508 | INVESCO EXCH TRADED FD TR II | SR LN ETF | 526057 | 25003 | |
| 46137V647 | 46137V647 | INVESCO EXCHANGE TRADED FD T | DYNMC SEMICNDT | 313523 | 2292 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 1771926 | 35949 | |
| 464288109 | 464288109 | ISHARES MORNINGSTAR VALUE ETF | MORNINGSTAR VALU | 791638 | 11901 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 794138 | 11765 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 1359957 | 5201 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 1498935 | 15042 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1342791 | 3013 | |
| 464288497 | 464288497 | ISHARES TR | DEVSMCP EXNA ETF | 514381 | 9755 | |
| 46434V381 | 46434V381 | ISHARES TR | EXPONENTIAL TECH | 10996320 | 197776 | |
| 464287325 | 464287325 | ISHARES TR | GLOB HLTHCRE ETF | 341065 | 4013 | |
| 464287119 | 464287119 | ISHARES TR | MORNINGSTAR GRWT | 1503281 | 24114 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 202855 | 2798 | |
| 46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 2850984 | 38356 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 1228569 | 11511 | |
| 464287374 | 464287374 | ISHARES TR | NORTH AMERN NAT | 304116 | 7834 | |
| 464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 738543 | 7643 | |
| 464287796 | 464287796 | ISHARES TR | U.S. ENERGY ETF | 257040 | 6000 | |
| 464288778 | 464288778 | ISHARES TR | US REGNL BKS ETF | 543631 | 16060 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1997955 | 12071 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 699834 | 4812 | |
| G54050102 | G54050102 | LAZARD LTD | SHS A | 384000 | 12000 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 2269053 | 4838 | |
| 55024U109 | 55024U109 | LUMENTUM HLDGS INC | COM | 458095 | 8075 | |
| 571903202 | 571903202 | MARRIOTT INTL INC NEW | CL A | 816318 | 4444 | |
| 571748102 | 571748102 | MARSH & MCLENNAN COS INC | COM | 1587207 | 8439 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 1972858 | 5016 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 2489336 | 8342 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 2211232 | 19163 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 2002259 | 6977 | |
| 552953101 | 552953101 | MGM RESORTS INTERNATIONAL | COM | 680760 | 15500 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 4529367 | 13301 | |
| 60471P108 | 60471P108 | MIROMATRIX MED INC | COM | 240739 | 137565 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 592459 | 1345 | |
| 67077M108 | 67077M108 | NUTRIEN LTD | COM | 1220682 | 20672 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 496226 | 1173 | |
| 674599105 | 674599105 | OCCIDENTAL PETE CORP | COM | 531263 | 9035 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 629730 | 5288 | |
| 693718108 | 693718108 | PACCAR INC | COM | 228866 | 2736 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 1989318 | 10740 | |
| 717081103 | 717081103 | PFIZER INC | COM | 386717 | 10543 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 1878830 | 19246 | |
| 731068102 | 731068102 | POLARIS INC | COM | 258481 | 2137 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 2064055 | 13603 | |
| 74340W103 | 74340W103 | PROLOGIS INC. | COM | 383832 | 3130 | |
| 754730109 | 754730109 | RAYMOND JAMES FINL INC | COM | 2156409 | 20781 | |
| 767204100 | 767204100 | RIO TINTO PLC | SPONSORED ADR | 593635 | 9299 | |
| V7780T103 | V7780T103 | ROYAL CARIBBEAN GROUP | COM | 233311 | 2249 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 201331 | 953 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 242590 | 4280 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 21197522 | 291896 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 215233 | 4914 | |
| 808625107 | 808625107 | SCIENCE APPLICATIONS INTL CO | COM | 281200 | 2500 | |
| 810186106 | 810186106 | SCOTTS MIRACLE-GRO CO | CL A | 689590 | 11000 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 2991377 | 36853 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 672683 | 19955 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 267364 | 3806 | |
| 78463X434 | 78463X434 | SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 3175440 | 45415 | |
| 78463X152 | 78463X152 | SPDR INDEX SHS FDS | S&P NORTH AMER | 5323552 | 103350 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 256659 | 579 | |
| 78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 7278394 | 247228 | |
| 78468R648 | 78468R648 | SPDR SER TR | S&P KENSHO NEW | 2690300 | 60321 | |
| 78467V707 | 78467V707 | SSGA ACTIVE ETF TR | ULT SHT TRM BD | 203505 | 5056 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 336402 | 3396 | |
| N82405106 | N82405106 | STELLANTIS N.V | SHS | 383249 | 21850 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 616587 | 2021 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 203987 | 1547 | |
| 879433829 | 879433829 | TELEPHONE & DATA SYS INC | COM NEW | 90530 | 11000 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 383755 | 1466 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 1634649 | 9080 | |
| 125523100 | 125523100 | THE CIGNA GROUP | COM | 1930809 | 6881 | |
| 886364603 | 886364603 | TIDAL ETF TR | RPAR RISK PARI | 618484 | 32162 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 301089 | 3551 | |
| 902494103 | 902494103 | TYSON FOODS INC | CL A | 737834 | 14456 | |
| 90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 367981 | 8524 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 1146554 | 5603 | |
| 910047109 | 910047109 | UNITED AIRLS HLDGS INC | COM | 543652 | 9908 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 1692743 | 9443 | |
| 912318300 | 912318300 | UNITED STS NAT GAS FD LP | UNIT PAR | 222600 | 30000 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 2825683 | 5879 | |
| 902973304 | 902973304 | US BANCORP DEL | COM NEW | 460829 | 13948 | |
| 91913Y100 | 91913Y100 | VALERO ENERGY CORP | COM | 703529 | 5998 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 510211 | 7019 | |
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 409283 | 2750 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 2373642 | 10781 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 70574273 | 173282 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 1529450 | 7690 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 277100 | 1950 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 16475210 | 302797 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 2463816 | 25405 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1213980 | 26288 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 207049 | 1952 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 636899 | 1440 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 219948 | 5914 | |
| 92647N782 | 92647N782 | VICTORY PORTFOLIOS II | VCSHS US 500 ENH | 1785861 | 28987 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 2731123 | 11500 | |
| 931142103 | 931142103 | WALMART INC | COM | 597567 | 3802 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 360237 | 2077 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 375905 | 8808 | |
| 97717X578 | 97717X578 | WISDOMTREE TR | EM EX ST-OWNED | 7882776 | 282031 | |
| 97717Y527 | 97717Y527 | WISDOMTREE TR | FLOATNG RAT TREA | 3662204 | 72778 | |
| 97717W505 | 97717W505 | WISDOMTREE TR | US MIDCAP DIVID | 1360473 | 32354 | |
| 97717X669 | 97717X669 | WISDOMTREE TR | US QTLY DIV GRT | 2620289 | 39308 | |
| 97717W562 | 97717W562 | WISDOMTREE TR | US SMALLCAP FUND | 492910 | 11000 | |
| 988498101 | 988498101 | YUM BRANDS INC | COM | 263245 | 1900 |