Sweeney & Michel, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 119 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 $20B, Ishares Core S&P Total U.S. St with a value of $19.4B, Ishares Core High Dividend ETF with a value of $15.4B, Apple Inc. with a value of $12.3B, and Ishares 0 5 Year High Yield CO with a value of $11.2B.
Examining the 13F form we can see an decrease of $25.2B in the current position value, from $254B to 229B.
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
$229 Billion
ETFs: $122 Billion
Financial Services: $25.2 Billion
Technology: $21.3 Billion
Communication Services: $15.2 Billion
Healthcare: $9.41 Billion
Consumer Defensive: $5.35 Billion
Consumer Cyclical: $4.59 Billion
Energy: $4.46 Billion
Other: $6.04 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
