Sweeney & Michel, LLC Portfolio Holdings

Sweeney & Michel, LLC

  • $298 Billion
  • Q3 2025

Sweeney & Michel, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $298 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $26.5B, Ishares Core Dividend Growth E with a value of $24.4B, Apple Inc. with a value of $18.3B, Ishares Core High Dividend ETF with a value of $17.9B, and Alphabet Inc. with a value of $15.4B.

Examining the 13F form we can see an increase of $16B in the current position value, from $282B to 298B.

Sweeney & Michel, LLC is based out at Chico, CA

Below you can find more details about Sweeney & Michel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $298 Billion
ETFs: $155 Billion
Technology: $33.5 Billion
Financial Services: $28.4 Billion
Communication Services: $21 Billion
Healthcare: $12.1 Billion
Consumer Defensive: $8.51 Billion
Consumer Cyclical: $6.11 Billion
Energy: $5.01 Billion
Other: $7.58 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$18.3 Billion 6.15% of portfolio
74,643
Q3 2025 Added 5.94%
$1.74T
$15.4 Billion 5.19% of portfolio
64,979
Q3 2025 Reduced 2.99%
$662B
$9.82 Billion 3.3% of portfolio
20,074
Q3 2025 Added 0.12%
$3.78T
$7.77 Billion 2.61% of portfolio
15,205
Q3 2025 Reduced 3.15%
$522B
$6.58 Billion 2.21% of portfolio
34,516
Q3 2025 Added 2.22%
$404B
$5.69 Billion 1.91% of portfolio
6,113
Q3 2025 Added 0.31%
$881B
$5.38 Billion 1.81% of portfolio
17,879
Q3 2025 Reduced 0.95%
$1.52B
$5.3 Billion 1.78% of portfolio
127,042
Q3 2025 Added 0.9%
$172B
$3.86 Billion 1.3% of portfolio
96,866
Q3 2025 Reduced 0.85%
$465B
$3.65 Billion 1.23% of portfolio
19,943
Q3 2025 Added 1.12%
$2.39T
$3.12 Billion 1.05% of portfolio
14,438
Q3 2025 Added 6.33%
$114B
$2.76 Billion 0.93% of portfolio
24,820
Q3 2025 Added 5.26%
$61.6B
$2.69 Billion 0.9% of portfolio
99,102
Q3 2025 Added 0.56%
$414B
$2.32 Billion 0.78% of portfolio
10,079
Q3 2025 Added 0.43%
-
$1.79 Billion 0.6% of portfolio
-
Q3 2025 Added 19.66%
$317B
$1.6 Billion 0.54% of portfolio
20,584
Q3 2025 Reduced 7.1%
$413B
$1.41 Billion 0.48% of portfolio
29,056
Q3 2025 Reduced 9.04%
$1.29T
$1.36 Billion 0.46% of portfolio
3,290
Q3 2025 Added 1.73%
$1.37T
$1.14 Billion 0.38% of portfolio
1,623
Q3 2025 Reduced 0.25%
$270B
$1.06 Billion 0.36% of portfolio
14,796
Q3 2025 Reduced 2.41%
$342B
$1.04 Billion 0.35% of portfolio
5,910
Q3 2025 Reduced 22.88%
$68.9B
$932 Million 0.31% of portfolio
4,147
Q3 2025 Added 0.44%
$98.1B
$863 Million 0.29% of portfolio
5,611
Q3 2025 Reduced 12.52%
$0
$807 Million 0.27% of portfolio
67,006
Q3 2025 Added 1.89%
$303B
$789 Million 0.27% of portfolio
5,296
Q3 2025 Reduced 2.36%
$291B
$805 Million 0.27% of portfolio
1,638
Q3 2025 Added 3.21%
$279B
$796 Million 0.27% of portfolio
7,817
Q3 2025 Added 0.14%
$346B
$731 Million 0.25% of portfolio
4,884
Q3 2025 Reduced 2.03%
$405B
$687 Million 0.23% of portfolio
734
Q3 2025 Added 0.14%
$0
$676 Million 0.23% of portfolio
76,262
Q3 2025 Added 0.18%
$121B
$642 Million 0.22% of portfolio
840
Q3 2025 Added 0.12%
$266B
$654 Million 0.22% of portfolio
2,353
Q3 2025 Added 0.64%
$187B
$624 Million 0.21% of portfolio
4,060
Q3 2025 Added 0.3%
$235B
$611 Million 0.21% of portfolio
7,104
Q3 2025 Added 0.07%
$167B
$600 Million 0.2% of portfolio
6,520
Q3 2025 Added 0.18%
$136B
$591 Million 0.2% of portfolio
2,622
Q3 2025 Reduced 1.61%
$533B
$564 Million 0.19% of portfolio
1,641
Q3 2025 Added 1.67%
$204B
$539 Million 0.18% of portfolio
3,591
Q3 2025 Reduced 1.54%
$367B
$534 Million 0.18% of portfolio
1,421
Q3 2025 Added 4.03%
$62.7B
$513 Million 0.17% of portfolio
6,434
Q3 2025 Added 0.72%
$237B
$490 Million 0.16% of portfolio
3,056
Q3 2025 Added 0.49%
$224B
$477 Million 0.16% of portfolio
1,607
Q3 2025 Added 12.77%
$490B
$477 Million 0.16% of portfolio
4,310
Q3 2025 Added 2.67%
$111B
$447 Million 0.15% of portfolio
1,212
Q3 2025 Added 4.57%
$65.2B
$426 Million 0.14% of portfolio
1,030
Q3 2024 Added 0.1%
$97.3B
$399 Million 0.13% of portfolio
5,091
Q3 2025 Reduced 10.15%
$139B
$341 Million 0.11% of portfolio
1,052
Q3 2025 Reduced 4.97%
$103B
$338 Million 0.11% of portfolio
2,866
Q3 2025 Added 0.14%
$91.4B
$291 Million 0.1% of portfolio
1,957
Q3 2025 Reduced 12.32%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $298 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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