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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172B
$3.86 Billion 1.3% of portfolio
96,866
Q3 2025 Reduced 0.85%
$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%
$183B
$1.47 Billion 0.49% of portfolio
5,069
Q3 2025 Added 1.4%
$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%
$121B
$642 Million 0.22% of portfolio
840
Q3 2025 Added 0.12%
$187B
$624 Million 0.21% of portfolio
4,060
Q3 2025 Added 0.3%
$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%
$62.7B
$513 Million 0.17% of portfolio
6,434
Q3 2025 Added 0.72%
$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%
$181B
$308 Million 0.1% of portfolio
11,919
Q3 2025 Reduced 17.93%
$104B
$270 Million 0.09% of portfolio
4,055
Q3 2025 Added 1.12%
$114B
$230 Million 0.08% of portfolio
1,091
Q3 2025 Added 3.81%
$11.8B
$246 Million 0.08% of portfolio
6,663
Q3 2025 Added 4.0%
$61.4B
$241 Million 0.08% of portfolio
1,155
Q3 2025 New
$140B
$248 Million 0.08% of portfolio
672
Q3 2025 Added 0.3%
$46.9B
$213 Million 0.07% of portfolio
1,801
Q3 2025 Added 6.57%
$144B
$203 Million 0.07% of portfolio
454
Q3 2025 Reduced 55.53%
$68.7B
$211 Million 0.07% of portfolio
2,551
Q3 2025 Added 3.66%

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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