Patrick M Sweeney & Associates, Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Abbott Laboratories with a value of $9.99B, Apple Inc. with a value of $7.96B, Jpmorgan Chase & CO with a value of $7.08B, Bank Of America Corp with a value of $6.18B, and Microsoft Corp with a value of $5.21B.
Examining the 13F form we can see an increase of $11.5B in the current position value, from $134B to 145B.
Patrick M Sweeney & Associates, Inc is based out at Libertyville, IL
Below you can find more details about Patrick M Sweeney & Associates, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$145 Billion
Healthcare: $34.1 Billion
Financial Services: $28.3 Billion
Industrials: $21.1 Billion
Technology: $21.1 Billion
ETFs: $10.9 Billion
Consumer Defensive: $7.66 Billion
Consumer Cyclical: $7.04 Billion
Communication Services: $6.15 Billion
Other: $7.95 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
