Patrick M Sweeney & Associates, Inc Purchases in Q4 2024

Patrick M Sweeney & Associates, Inc

  • $133 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
30.9K
+ 65.3%
$24.8 - $30.19 $767K - $934K
78.3K $2.08B
AMZN
Amazon Com Inc

Consumer Cyclical
37
+ 0.31%
$180.88 - $232.93 $6.69K - $8.62K
11.9K $2.6B
GOOG
Alphabet Inc.

Communication Services
86
+ 0.58%
$163.08 - $198.16 $14K - $17K
14.8K $2.82B
FTNT
Fortinet, Inc.

Technology
2.5K
New
$76.49 - $99.21 $191K - $248K
2.5K $236M
NVO
Novo Nordisk A S

Healthcare
5K
+ 81.23%
$85.0 - $120.04 $425K - $600K
11.2K $960M
NFLX
Netflix Inc

Communication Services
253
New
$687.65 - $936.56 $174K - $237K
253 $226M
BXSL
Blackstone Secured Lending Fund

Financial Services
6.33K
New
$29.25 - $33.27 $185K - $211K
6.33K $205M
DIS
Walt Disney CO

Communication Services
25
+ 0.35%
$92.39 - $117.6 $2.31K - $2.94K
7.24K $806M
HON
Honeywell International Inc

Industrials
70
+ 1.42%
$202.84 - $236.0 $14.2K - $16.5K
4.99K $1.13B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.03%
$481.22 - $538.17 $481 - $538
3.93K $2.01B
MA
Mastercard Inc

Financial Services
12
+ 1.06%
$491.3 - $536.15 $5.9K - $6.43K
1.14K $601M
IP
International Paper CO

Consumer Cyclical
1
+ 0.01%
$46.64 - $59.57 $46.6 - $59.6
8.47K $456M
INTU
Intuit Inc

Technology
45
+ 12.64%
$602.01 - $706.25 $27.1K - $31.8K
401 $252M
AXP
American Express CO

Financial Services
4
+ 0.37%
$267.35 - $305.57 $1.07K - $1.22K
1.09K $322M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.33K
+ 115.85%
$25.33 - $51.16 $186K - $375K
13.7K $353M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.54K
+ 303.98%
$25.93 - $105.3 $247K - $1M
12.7K $353M
PNC
Pnc Financial Services Group, Inc.

Financial Services
11
+ 0.37%
$178.39 - $215.0 $1.96K - $2.37K
2.95K $569M
EPD
Enterprise Products Partners L.P.

Energy
4
+ 0.04%
$28.66 - $34.43 $115 - $138
11K $344M
DE
Deere & CO

Industrials
25
+ 1.2%
$389.45 - $466.0 $9.74K - $11.7K
2.12K $896M
META
Meta Platforms, Inc.

Communication Services
5
+ 0.34%
$554.08 - $632.68 $2.77K - $3.16K
1.48K $867M
WEC
Wec Energy Group, Inc.

Utilities
285
+ 12.12%
$92.94 - $101.82 $26.5K - $29K
2.64K $248M
LHX
L3 Harris Technologies, Inc.

Industrials
192
+ 22.43%
$208.94 - $264.22 $40.1K - $50.7K
1.05K $220M
INGR
Ingredion Inc

Consumer Defensive
110
+ 4.06%
$132.76 - $154.86 $14.6K - $17K
2.82K $388M
ETN
Eaton Corp PLC

Industrials
42
+ 1.22%
$326.96 - $377.52 $13.7K - $15.9K
3.48K $1.15B
XEL
Xcel Energy Inc

Utilities
75
+ 1.93%
$62.16 - $72.92 $4.66K - $5.47K
3.97K $268M
ACN
Accenture PLC

Technology
45
+ 2.34%
$343.9 - $376.86 $15.5K - $17K
1.97K $693M
VB
Vanguard Small Cap ETF

ETFs
33
+ 2.44%
$233.76 - $261.58 $7.71K - $8.63K
1.39K $333M
Jacobs Solutions Inc
11
+ 0.41%
N/A
2.72K $364M
JEPI
J P Morgan Exchange Traded Fd

ETFs
323
+ 5.41%
$57.53 - $60.83 $18.6K - $19.6K
6.3K $362M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.31K
+ 200.06%
$22.4 - $68.28 $141K - $431K
9.46K $219M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.31K
+ 205.05%
$27.54 - $83.04 $201K - $607K
10.9K $301M
TFC
Truist Financial Corp

Financial Services
1
+ 0.02%
$41.51 - $48.1 $41.5 - $48.1
6.25K $271M
CB
Chubb LTD

Financial Services
100
+ 5.0%
$271.57 - $301.89 $27.2K - $30.2K
2.1K $580M
VIG
Vanguard Dividend Appreciation

ETFs
55
+ 1.45%
N/A
3.84K $751M
SYK
Stryker Corp

Healthcare
11
+ 0.5%
$345.14 - $392.15 $3.8K - $4.31K
2.21K $794M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.2K
+ 209.74%
$26.93 - $84.95 $275K - $869K
15.1K $413M
ITW
Illinois Tool Works Inc

Industrials
71
+ 3.14%
$253.56 - $278.5 $18K - $19.8K
2.33K $592M
IBM
International Business Machines Corp

Technology
5
+ 0.22%
$204.9 - $238.04 $1.02K - $1.19K
2.31K $509M
DUK
Duke Energy Corp

Utilities
111
+ 6.08%
$105.76 - $120.76 $11.7K - $13.4K
1.94K $209M
PFF
Ishares Trust Ishares Pfd And

ETFs
615
+ 4.66%
$31.23 - $33.51 $19.2K - $20.6K
13.8K $434M
SYY
Sysco Corp

Consumer Defensive
1
+ 0.03%
$73.63 - $81.77 $73.6 - $81.8
3.19K $244M
CVX
Chevron Corp

Energy
2
+ 0.06%
$141.15 - $162.53 $282 - $325
3.43K $497M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 0.87%
$442.29 - $483.08 $13.3K - $14.5K
3.49K $1.58B
BDX
Becton Dickinson & CO

Healthcare
18
+ 1.55%
$220.02 - $243.75 $3.96K - $4.39K
1.18K $268M
ORCL
Oracle Corp

Technology
1
+ 0.02%
$165.41 - $192.43 $165 - $192
4.89K $815M
PG
Procter & Gamble CO

Consumer Defensive
31
+ 0.56%
$161.05 - $179.7 $4.99K - $5.57K
5.59K $937M
CMCSA
Comcast Corp

Communication Services
1
+ 0.02%
$37.39 - $45.14 $37.4 - $45.1
6.15K $231M
SBUX
Starbucks Corp

Consumer Cyclical
55
+ 1.09%
$87.44 - $102.5 $4.81K - $5.64K
5.09K $464M
GD
General Dynamics Corp

Industrials
82
+ 6.21%
$260.28 - $314.03 $21.3K - $25.8K
1.4K $370M
Activity Summary
Buys All Purchases 73 New Holdings 3 Increased Positions 70 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Patrick M Sweeney & Associates, Inc Portfolio

Follow Patrick M Sweeney & Associates, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patrick M Sweeney & Associates, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patrick M Sweeney & Associates, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email