Sweeney & Michel, LLC Purchases in Q2 2025

Sweeney & Michel, LLC

  • $282 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EPI
Wisdomtree Tr India Earnings F

ETFs
1.84K
+ 10.66%
$41.3 - $47.52 $76K - $87.4K
19.1K $893M
FDVV
Fidelity High Dividend ETF

ETFs
151
+ 0.87%
$43.6 - $52.02 $6.58K - $7.86K
17.5K $931M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.12%
$470.37 - $663.28 $470 - $663
819 $549M
QUAL
Ishares Msci Usa Quality Facto

ETFs
447
+ 17.97%
$152.42 - $182.82 $68.1K - $81.7K
2.93K $539M
FDX
Fedex Corp

Industrials
17
+ 0.41%
$198.07 - $245.17 $3.37K - $4.17K
4.13K $975M
Blackrock ETF Trust Ii
3.06K
+ 38.12%
N/A
11.1K $558M
CVX
Chevron Corp

Energy
408
+ 8.13%
$133.73 - $168.51 $54.6K - $68.8K
5.42K $842M
SCHW
Schwab Charles Corp

Financial Services
12
+ 0.18%
$69.06 - $91.24 $829 - $1.09K
6.51K $599M
GLD
Spdr Gold Trust

ETFs
37
+ 1.03%
$273.71 - $316.29 $10.1K - $11.7K
3.64K $1.13B
QCOM
Qualcomm Inc

Technology
5
+ 0.12%
$124.66 - $159.48 $623 - $797
4.05K $637M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
132
+ 1.41%
$73.0 - $85.5 $9.64K - $11.3K
9.46K $788M
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.14%
$81.79 - $99.98 $900 - $1.1K
7.81K $737M
SBUX
Starbucks Corp

Consumer Cyclical
126
+ 2.27%
$79.69 - $99.41 $10K - $12.5K
5.67K $538M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
82
+ 2.17%
$86.12 - $108.35 $7.06K - $8.88K
3.85K $421M
MRK
Merck & Co., Inc.

Healthcare
821
+ 13.08%
$73.47 - $87.12 $60.3K - $71.5K
7.1K $592M
IDV
Ishares Tr

ETFs
917
+ 10.53%
$27.79 - $34.84 $25.5K - $31.9K
9.62K $337M
VPU
Vanguard Utilities ETF

ETFs
16
+ 0.35%
$158.36 - $178.82 $2.53K - $2.86K
4.65K $827M
VDC
Vanguard Consumer Staples ETF

ETFs
63
+ 1.08%
$204.89 - $224.73 $12.9K - $14.2K
5.87K $1.28B
UNP
Union Pacific Corp

Industrials
15
+ 0.57%
$208.27 - $238.46 $3.12K - $3.58K
2.67K $627M
MMM
3 M CO

Industrials
77
+ 3.57%
$126.09 - $154.15 $9.71K - $11.9K
2.23K $348M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
23
+ 0.47%
$81.46 - $94.63 $1.87K - $2.18K
4.89K $470M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
69
+ 0.89%
$50.46 - $58.08 $3.48K - $4.01K
7.82K $461M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.76%
$496.48 - $617.85 $1.99K - $2.47K
531 $331M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 1.29%
$456.74 - $568.03 $3.2K - $3.98K
549 $315M
XOM
Exxon Mobil Corp

Energy
13
+ 0.31%
$99.93 - $119.04 $1.3K - $1.55K
4.2K $485M
MET
Metlife Inc

Financial Services
45
+ 0.71%
$68.42 - $82.49 $3.08K - $3.71K
6.39K $496M
FSTA
Fidelity Covington Tr Msci Con

ETFs
78
+ 0.44%
$47.94 - $52.5 $3.74K - $4.1K
18K $918M
VCIT
Vanguard Intermediate Term Cor

ETFs
386
+ 4.72%
$79.56 - $82.92 $30.7K - $32K
8.57K $703M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
19
+ 0.39%
$42.02 - $50.36 $798 - $957
4.92K $255M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.15%
$335.24 - $380.78 $670 - $762
1.37K $505M
PFF
Ishares Trust Ishares Pfd And

ETFs
223
+ 1.51%
$29.0 - $30.68 $6.47K - $6.84K
15K $468M
NCA
Nuveen California Municipal Value Fund

Financial Services
137
+ 0.18%
$8.24 - $8.73 $1.13K - $1.2K
76.1K $655M
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.31%
$236.71 - $261.92 $947 - $1.05K
1.3K $324M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
41
+ 0.98%
$77.94 - $79.5 $3.2K - $3.26K
4.2K $332M
BND
Vanguard Bd Index Fd Inc Total

ETFs
35
+ 0.98%
$72.02 - $73.82 $2.52K - $2.58K
3.61K $263M
Activity Summary
Buys All Purchases 86 New Holdings 15 Increased Positions 71 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sweeney & Michel, LLC Portfolio

Follow Sweeney & Michel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sweeney & Michel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweeney & Michel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email