Sweeney & Michel, LLC Purchases in Q3 2024

Sweeney & Michel, LLC

  • $254 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
2
+ 0.13%
$453.41 - $572.44 $907 - $1.14K
1.59K $916M
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 0.28%
$255.18 - $283.2 $3.06K - $3.4K
4.28K $1.24B
CMI
Cummins Inc

Industrials
1
+ 0.1%
$266.63 - $326.4 $267 - $326
1.03K $345M
XT
Ishares Tr Exponential Technol

ETFs
285
+ 0.8%
$54.51 - $61.59 $15.5K - $17.6K
35.8K $2.18B
PM
Philip Morris International Inc.

Consumer Defensive
68
+ 2.19%
$101.25 - $127.45 $6.89K - $8.67K
3.18K $382M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
286
+ 4.47%
$152.9 - $180.39 $43.7K - $51.6K
6.68K $1.2B
PEP
Pepsico Inc

Consumer Defensive
20
+ 0.48%
$161.9 - $179.3 $3.24K - $3.59K
4.23K $740M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
62
+ 0.82%
$52.25 - $58.97 $3.24K - $3.66K
7.62K $457M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
127
+ 2.64%
$87.56 - $95.49 $11.1K - $12.1K
4.95K $481M
CGGO
Capital Group Global Growth Eq

ETFs
1.02K
+ 2.41%
$27.25 - $30.52 $27.8K - $31.2K
43.4K $1.32B
V
Visa Inc.

Financial Services
12
+ 0.7%
$253.74 - $291.56 $3.04K - $3.5K
1.73K $503M
NCA
Nuveen California Municipal Value Fund

Financial Services
171
+ 0.19%
$8.64 - $9.19 $1.48K - $1.57K
88.5K $811M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
21
+ 0.34%
$48.71 - $54.57 $1.02K - $1.15K
6.22K $343M
PFF
Ishares Trust Ishares Pfd And

ETFs
294
+ 2.07%
$31.18 - $33.5 $9.17K - $9.85K
14.5K $485M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
274
+ 1.02%
$51.02 - $52.74 $14K - $14.5K
27.1K $1.41B
GE
General Electric CO

Industrials
2
+ 0.16%
$156.66 - $189.66 $313 - $379
1.27K $245M
XOM
Exxon Mobil Corp

Energy
8
+ 0.2%
$109.72 - $119.0 $878 - $952
3.97K $476M
AMGN
Amgen Inc

Healthcare
23
+ 0.46%
$309.38 - $337.38 $7.12K - $7.76K
5.07K $1.63B
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.31%
$160.76 - $177.82 $2.57K - $2.85K
5.19K $889M
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.1K
+ 10.68%
$23.09 - $25.75 $25.4K - $28.3K
11.4K $282M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
21
+ 0.2%
$116.79 - $133.54 $2.45K - $2.8K
10.7K $1.43B
SPY
Spdr S&P 500 ETF Trust

ETFs
22
+ 5.21%
$517.38 - $573.86 $11.4K - $12.6K
444 $260M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
112
+ 3.04%
$91.41 - $101.59 $10.2K - $11.4K
3.8K $393M
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.31%
$261.88 - $288.1 $1.05K - $1.15K
1.29K $363M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.39%
$475.2 - $527.7 $950 - $1.06K
515 $276M
UPS
United Parcel Service Inc

Industrials
28
+ 1.06%
$123.32 - $147.38 $3.45K - $4.13K
2.67K $363M
VGT
Vanguard Information Technolog

ETFs
3
+ 0.41%
$514.43 - $606.85 $1.54K - $1.82K
742 $448M
Vanguard Calif Tax Free Fds
14
+ 0.69%
N/A
2.03K $205M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.35%
$434.77 - $502.96 $870 - $1.01K
577 $285M
XLK
Technology Sector Spdr

ETFs
3
+ 0.06%
$197.34 - $237.68 $592 - $713
4.77K $1.1B
MCK
Mckesson Corp

Healthcare
1
+ 0.11%
$479.06 - $630.38 $479 - $630
902 $459M
FDX
Fedex Corp

Industrials
14
+ 0.33%
$254.64 - $313.52 $3.56K - $4.39K
4.3K $1.18B
MRK
Merck & Co., Inc.

Healthcare
221
+ 3.32%
$111.15 - $128.97 $24.6K - $28.5K
6.87K $747M
AMZN
Amazon Com Inc

Consumer Cyclical
45
+ 0.35%
$161.02 - $200.0 $7.25K - $9K
13.1K $2.47B
ASML
Asml Holding Nv

Technology
28
+ 3.91%
$749.82 - $1098.95 $21K - $30.8K
744 $538M
MSFT
Microsoft Corp

Technology
29
+ 0.18%
$395.15 - $467.56 $11.5K - $13.6K
16K $6.69B
GOOG
Alphabet Inc.

Communication Services
340
+ 0.51%
$149.54 - $192.66 $50.8K - $65.5K
66.6K $11B
Activity Summary
Buys All Purchases 88 New Holdings 11 Increased Positions 77 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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