Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001908936

Sweet Financial Partners, LLC

FAIRMONT, MN · File #028-21614

Latest AUM
$461.8M
Positions
198
Top-10 Concentration
60.6%
Filings
7

Sector Allocation

Technology
8.2%$37.8M
Financials
5.6%$26.0M
Healthcare
4.9%$22.5M
Industrials
2.6%$12.2M
Energy
1.3%$5.9M
Materials
0.6%$2.7M
Real Estate
0.1%$669,258
Utilities
0.0%$215,159

Filing History

View all filings →

Top 20 Holdings — Sep 2024

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908363167,533$88.4M24.52%
2SCHWAB STRATEGIC TR808524797279,479$23.6M6.55%
3FIRST TR EXCHANGE-TRADED FD33738R506386,015$22.9M6.34%
4VANGUARD INTL EQUITY INDEX F922042775327,798$20.7M5.73%
5ISHARES TR46434V381189,413$11.5M3.20%
6FIRST TR EXCHANGE-TRADED FD33739Q200228,730$11.3M3.13%
7FIRST TR EXCH TRADED FD III33739P103177,340$11.3M3.12%
8WISDOMTREE TRWT303,997$10.0M2.79%
9FIRST TR EXCHANGE-TRADED FD33733E823311,260$9.7M2.70%
10FIRST TR EXCHANGE TRADED FD33734X846156,166$9.2M2.57%
11APPLE INCAAPL38,146$8.9M2.47%
12SPDR SER TR78464A474271,426$8.2M2.28%
13SPDR INDEX SHS FDS78463X152118,771$6.7M1.87%
14MICROSOFT CORPMSFT15,536$6.7M1.85%
15NVIDIA CORPORATIONNVDA40,429$4.9M1.36%
16UNITEDHEALTH GROUP INCUNH7,487$4.4M1.21%
17ELI LILLY & COLLY4,919$4.4M1.21%
18FIRST TR SML CP CORE ALPHA F33734Y10942,620$4.2M1.18%
19VISA INCV14,389$4.0M1.10%
20SPDR INDEX SHS FDS78463X43447,962$3.9M1.07%