Sweeney & Michel, LLC Portfolio Holdings

Sweeney & Michel, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $254 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $21.9B, Ishares Core S&P Total U.S. St with a value of $21.4B, Apple Inc. with a value of $17B, Ishares Core High Dividend ETF with a value of $15.9B, and Alphabet Inc. with a value of $11B.

Examining the 13F form we can see an increase of $19.2B in the current position value, from $235B to 254B.

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.