Patrick M Sweeney & Associates, Inc Portfolio Holdings
Patrick M Sweeney & Associates, Inc
- $136 Billion
- Q3 2024
Patrick M Sweeney & Associates, Inc has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.87B, Abbott Laboratories with a value of $8.49B, Merck & Co., Inc. with a value of $5.43B, Abb Vie Inc. with a value of $5.23B, and Jpmorgan Chase & CO with a value of $5.07B.
Examining the 13F form we can see an increase of $12.4B in the current position value, from $124B to 136B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 151
- Current Value $136 Billion
- Prior Value $124 Billion
- Filing
- Period Q3 2024
- Filing Date October 22, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 12 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 17 stocks