Sweeney & Michel, LLC Portfolio Holdings

Sweeney & Michel, LLC

  • $254 Billion
  • Q3 2024

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.

Portfolio value $254 Billion
ETFs: $131 Billion
Financial Services: $28.4 Billion
Technology: $27.8 Billion
Communication Services: $16.8 Billion
Healthcare: $10.6 Billion
Consumer Defensive: $6 Billion
Consumer Cyclical: $4.98 Billion
Energy: $4.78 Billion
Other: $7.79 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.99T
$17 Billion 6.69% of portfolio
72,212
Q3 2024 Reduced 0.17%
$1.16T
$11 Billion 4.33% of portfolio
66,623
Q3 2024 Added 0.51%
$593B
$9.51 Billion 3.75% of portfolio
20,463
Q3 2024 Added 0.17%
$3.26T
$6.69 Billion 2.64% of portfolio
15,990
Q3 2024 Added 0.18%
$378B
$5.77 Billion 2.27% of portfolio
34,954
Q3 2024 Added 0.47%
$676B
$4.46 Billion 1.76% of portfolio
19,810
Q3 2024 Reduced 6.39%
$427B
$2.8 Billion 1.11% of portfolio
3,152
Q3 2024 Added 11.65%
$321B
$2.58 Billion 1.02% of portfolio
18,692
Q3 2024 Added 27.04%
$2.25T
$2.47 Billion 0.97% of portfolio
13,087
Q3 2024 Added 0.35%
$306B
$1.78 Billion 0.7% of portfolio
9,426
Q3 2024 Added 3.34%
$261B
$1.56 Billion 0.61% of portfolio
24,173
Q3 2024 Added 8.8%
$349B
$1.46 Billion 0.58% of portfolio
34,560
Q3 2024 Added 4.63%
$216B
$1.11 Billion 0.44% of portfolio
16,545
Q3 2024 Reduced 63.98%
$1.39T
$916 Million 0.36% of portfolio
1,589
Q3 2024 Added 0.13%
$401B
$889 Million 0.35% of portfolio
5,193
Q3 2024 Added 0.31%
$213B
$740 Million 0.29% of portfolio
4,228
Q3 2024 Added 0.48%
$282B
$680 Million 0.27% of portfolio
4,508
Q3 2024 Added 28.54%
$254B
$608 Million 0.24% of portfolio
7,472
Q3 2024 Added 4.53%
$214B
$586 Million 0.23% of portfolio
1,850
Q3 2024 Added 1.15%
$403B
$564 Million 0.22% of portfolio
1,358
Q3 2024 Added 26.09%
$286B
$538 Million 0.21% of portfolio
744
Q3 2024 Added 3.91%
$506B
$503 Million 0.2% of portfolio
1,731
Q3 2024 Added 0.7%
$444B
$476 Million 0.19% of portfolio
3,966
Q3 2024 Added 0.2%
$1.39T
$467 Million 0.18% of portfolio
2,118
Q3 2024 Added 32.29%
$239B
$221 Million 0.09% of portfolio
1,871
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $254 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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