Patrick M Sweeney & Associates, Inc Purchases in Q1 2025

Patrick M Sweeney & Associates, Inc

  • $134 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.0%
$169.2 - $216.66 $169 - $217
26.5K $5.55B
PFE
Pfizer Inc

Healthcare
36.5K
+ 46.6%
$25.01 - $27.13 $913K - $990K
115K $2.91B
ES
Eversource Energy

Utilities
3.85K
New
$55.63 - $63.8 $214K - $246K
3.85K $239M
SO
Southern CO

Utilities
2.29K
New
$80.96 - $92.96 $186K - $213K
2.29K $211M
KMB
Kimberly Clark Corp

Consumer Defensive
1.42K
New
$124.46 - $147.4 $177K - $209K
1.42K $202M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.01%
$142.06 - $167.7 $142 - $168
9.04K $1.5B
BAC
Bank Of America Corp

Financial Services
10.3K
+ 8.97%
$39.61 - $47.74 $410K - $494K
126K $5.24B
HLN
Haleon PLC

Healthcare
9.83K
+ 14.03%
$9.02 - $10.67 $88.6K - $105K
79.9K $822M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.03%
$114.1 - $135.66 $228 - $271
7.68K $1.02B
BXSL
Blackstone Secured Lending Fund

Financial Services
3.45K
+ 54.42%
$31.3 - $34.5 $108K - $119K
9.78K $316M
CVX
Chevron Corp

Energy
72
+ 2.1%
$146.71 - $167.97 $10.6K - $12.1K
3.5K $585M
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 0.63%
$279.74 - $321.29 $6.15K - $7.07K
3.49K $1.09B
IBM
International Business Machines Corp

Technology
1
+ 0.04%
$217.4 - $264.74 $217 - $265
2.32K $576M
UNP
Union Pacific Corp

Industrials
92
+ 1.75%
$225.21 - $254.42 $20.7K - $23.4K
5.35K $1.26B
CB
Chubb LTD

Financial Services
20
+ 0.95%
$257.71 - $301.99 $5.15K - $6.04K
2.12K $640M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.01%
$71.24 - $83.64 $71.2 - $83.6
13.2K $1.03B
VZ
Verizon Communications Inc

Communication Services
133
+ 1.45%
$37.81 - $46.49 $5.03K - $6.18K
9.32K $423M
TRV
Travelers Companies, Inc.

Financial Services
21
+ 1.06%
$232.43 - $265.13 $4.88K - $5.57K
2K $528M
ALL
Allstate Corp

Financial Services
1
+ 0.03%
$180.99 - $210.18 $181 - $210
3.39K $701M
EPD
Enterprise Products Partners L.P.

Energy
378
+ 3.45%
$31.75 - $34.14 $12K - $12.9K
11.3K $387M
NOC
Northrop Grumman Corp

Industrials
1
+ 0.11%
$433.45 - $513.82 $433 - $514
891 $456M
PAYX
Paychex Inc

Industrials
1
+ 0.04%
$136.06 - $154.52 $136 - $155
2.56K $396M
SYK
Stryker Corp

Healthcare
13
+ 0.59%
$355.18 - $399.9 $4.62K - $5.2K
2.22K $826M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
645
+ 4.27%
$27.01 - $28.54 $17.4K - $18.4K
15.7K $440M
DUK
Duke Energy Corp

Utilities
1
+ 0.05%
$105.87 - $121.97 $106 - $122
1.94K $236M
TSN
Tyson Foods, Inc.

Consumer Defensive
25
+ 0.65%
$54.27 - $63.81 $1.36K - $1.6K
3.88K $248M
PSX
Phillips 66

Energy
46
+ 2.4%
$113.93 - $131.55 $5.24K - $6.05K
1.96K $243M
WFC
Wells Fargo & Company

Financial Services
195
+ 3.64%
$66.78 - $81.42 $13K - $15.9K
5.56K $399M
VIG
Vanguard Dividend Appreciation

ETFs
145
+ 3.78%
N/A
3.98K $772M
GD
General Dynamics Corp

Industrials
20
+ 1.43%
$241.94 - $272.58 $4.84K - $5.45K
1.42K $388M
NFLX
Netflix Inc

Communication Services
8
+ 3.16%
$828.4 - $1058.6 $6.63K - $8.47K
261 $243M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.02%
$158.56 - $176.26 $159 - $176
5.59K $953M
QCOM
Qualcomm Inc

Technology
102
+ 3.16%
$151.94 - $175.86 $15.5K - $17.9K
3.33K $511M
EW
Edwards Lifesciences Corp

Healthcare
280
+ 7.38%
$67.95 - $76.19 $19K - $21.3K
4.08K $295M
OKE
Oneok Inc

Energy
56
+ 1.44%
$89.57 - $109.85 $5.02K - $6.15K
3.95K $392M
LHX
L3 Harris Technologies, Inc.

Industrials
7
+ 0.67%
$194.65 - $222.86 $1.36K - $1.56K
1.06K $221M
INGR
Ingredion Inc

Consumer Defensive
41
+ 1.45%
$125.6 - $137.36 $5.15K - $5.63K
2.86K $387M
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.03%
$72.7 - $84.32 $72.7 - $84.3
3.11K $232M
BA
Boeing CO

Industrials
100
+ 2.81%
$148.15 - $186.25 $14.8K - $18.6K
3.65K $623M
BLK
Black Rock Inc.

Financial Services
18
+ 6.19%
$900.46 - $1075.5 $16.2K - $19.4K
309 $292M
ADM
Archer Daniels Midland CO

Consumer Defensive
155
+ 2.58%
$45.22 - $52.17 $7.01K - $8.09K
6.17K $296M
TFC
Truist Financial Corp

Financial Services
136
+ 2.18%
$39.48 - $48.15 $5.37K - $6.55K
6.38K $263M
VB
Vanguard Small Cap ETF

ETFs
70
+ 5.05%
$217.89 - $252.64 $15.3K - $17.7K
1.46K $323M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$21.75 - $24.28 $21.8 - $24.3
9.47K $209M
EMN
Eastman Chemical CO

Basic Materials
2
+ 0.06%
$87.05 - $103.47 $174 - $207
3.44K $303M
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.04%
$244.9 - $274.48 $245 - $274
2.34K $579M
TXN
Texas Instruments Inc

Technology
1
+ 0.06%
N/A
1.74K $312M
SCHG
Schwab Strategic Tr Us Large C

ETFs
846
+ 6.67%
$24.91 - $29.02 $21.1K - $24.6K
13.5K $339M
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.04%
$142.64 - $156.42 $428 - $469
7.27K $1.09B
Activity Summary
Buys All Purchases 68 New Holdings 3 Increased Positions 65 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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