Patrick M Sweeney & Associates, Inc Purchases in Q2 2025

Patrick M Sweeney & Associates, Inc

  • $145 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
397
+ 20.21%
$92.87 - $125.73 $36.9K - $49.9K
2.36K $301M
MMM
3 M CO

Industrials
151
+ 2.93%
$126.09 - $154.15 $19K - $23.3K
5.3K $810M
CRM
Salesforce, Inc.

Technology
173
+ 12.61%
$236.26 - $291.15 $40.9K - $50.4K
1.55K $421M
DOV
Dover Corp

Industrials
185
+ 14.74%
$151.14 - $186.7 $28K - $34.5K
1.44K $272M
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.02%
$35.88 - $52.99 $35.9 - $53
5.97K $304M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
526
+ 4.84%
$22.92 - $28.05 $12.1K - $14.8K
11.4K $327M
JEPI
J P Morgan Exchange Traded Fd

ETFs
690
+ 13.98%
$51.14 - $57.0 $35.3K - $39.3K
5.63K $320M
GD
General Dynamics Corp

Industrials
17
+ 1.19%
$247.68 - $291.66 $4.21K - $4.96K
1.44K $424M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.52K
+ 15.5%
$26.88 - $32.74 $40.7K - $49.6K
11.3K $352M
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 0.94%
$335.24 - $380.78 $11.1K - $12.6K
3.56K $1.32B
LMT
Lockheed Martin Corp

Industrials
23
+ 1.93%
$430.82 - $486.45 $9.91K - $11.2K
1.22K $562M
EW
Edwards Lifesciences Corp

Healthcare
140
+ 3.44%
$67.07 - $78.22 $9.39K - $11K
4.22K $324M
TFC
Truist Financial Corp

Financial Services
1
+ 0.02%
$34.79 - $42.99 $34.8 - $43
6.38K $291M
XLF
Financial Sector Spdr

ETFs
175
+ 3.55%
$43.92 - $52.37 $7.69K - $9.16K
5.1K $271M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$19.6 - $24.44 $19.6 - $24.4
9.47K $234M
INGR
Ingredion Inc

Consumer Defensive
141
+ 4.93%
$123.22 - $140.95 $17.4K - $19.9K
3K $412M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.12%
$376.48 - $440.65 $376 - $441
858 $384M
ES
Eversource Energy

Utilities
212
+ 5.5%
$54.25 - $65.89 $11.5K - $14K
4.07K $262M
DHR
Danaher Corp

Healthcare
111
+ 8.58%
$174.64 - $205.16 $19.4K - $22.8K
1.4K $285M
AVB
Avalonbay Communities Inc

Real Estate
141
+ 11.12%
$187.23 - $215.61 $26.4K - $30.4K
1.41K $285M
UNP
Union Pacific Corp

Industrials
45
+ 0.84%
$208.27 - $238.46 $9.37K - $10.7K
5.39K $1.27B
MDT
Medtronic PLC

Healthcare
200
+ 2.88%
$80.68 - $88.86 $16.1K - $17.8K
7.15K $632M
PSA
Public Storage

Real Estate
36
+ 3.48%
$266.31 - $309.77 $9.59K - $11.2K
1.07K $317M
SYY
Sysco Corp

Consumer Defensive
1
+ 0.03%
$68.0 - $75.91 $68 - $75.9
3.19K $246M
PCAR
Paccar Inc

Industrials
55
+ 1.62%
$86.4 - $99.09 $4.75K - $5.45K
3.44K $336M
TRV
Travelers Companies, Inc.

Financial Services
20
+ 1.0%
$233.83 - $276.34 $4.68K - $5.53K
2.02K $532M
TSCO
Tractor Supply CO

Consumer Cyclical
97
+ 1.64%
$47.86 - $55.77 $4.64K - $5.41K
6.02K $329M
TGT
Target Corp

Consumer Defensive
7
+ 0.29%
$88.76 - $105.77 $621 - $740
2.41K $251M
XEL
Xcel Energy Inc

Utilities
150
+ 3.78%
$65.65 - $72.39 $9.85K - $10.9K
4.12K $281M
RSG
Republic Services, Inc.

Industrials
1
+ 0.05%
$227.2 - $258.07 $227 - $258
1.86K $449M
WEC
Wec Energy Group, Inc.

Utilities
66
+ 2.5%
$102.24 - $109.76 $6.75K - $7.24K
2.7K $282M
XOM
Exxon Mobil Corp

Energy
356
+ 5.26%
$99.93 - $119.04 $35.6K - $42.4K
7.13K $800M
ACN
Accenture PLC

Technology
30
+ 1.49%
$279.23 - $323.21 $8.38K - $9.7K
2.05K $624M
VZ
Verizon Communications Inc

Communication Services
55
+ 0.59%
$41.67 - $45.62 $2.29K - $2.51K
9.38K $408M
EMN
Eastman Chemical CO

Basic Materials
127
+ 3.69%
$72.7 - $88.29 $9.23K - $11.2K
3.57K $284M
EPD
Enterprise Products Partners L.P.

Energy
303
+ 2.67%
$28.95 - $34.22 $8.77K - $10.4K
11.6K $367M
COP
Conocophillips

Energy
180
+ 5.21%
$82.66 - $106.1 $14.9K - $19.1K
3.63K $340M
IP
International Paper CO

Consumer Cyclical
1
+ 0.01%
$43.89 - $54.46 $43.9 - $54.5
7.75K $391M
CB
Chubb LTD

Financial Services
55
+ 2.6%
$274.32 - $302.46 $15.1K - $16.6K
2.17K $617M
ALL
Allstate Corp

Financial Services
1
+ 0.03%
$180.53 - $212.64 $181 - $213
3.39K $671M
BDX
Becton Dickinson & CO

Healthcare
127
+ 10.76%
$165.15 - $226.42 $21K - $28.8K
1.31K $230M
PG
Procter & Gamble CO

Consumer Defensive
59
+ 1.05%
$157.66 - $172.39 $9.3K - $10.2K
5.65K $909M
CVX
Chevron Corp

Energy
135
+ 3.86%
$133.73 - $168.51 $18.1K - $22.7K
3.64K $539M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
45
+ 1.9%
$212.1 - $244.27 $9.54K - $11K
2.41K $519M
OKE
Oneok Inc

Energy
103
+ 2.61%
$78.71 - $100.37 $8.11K - $10.3K
4.05K $333M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.03%
$285.55 - $321.23 $286 - $321
3.49K $1.03B
TMO
Thermo Fisher Scientific Inc.

Healthcare
11
+ 1.03%
$390.26 - $489.06 $4.29K - $5.38K
1.08K $462M
JNJ
Johnson & Johnson

Healthcare
102
+ 1.13%
$146.36 - $159.82 $14.9K - $16.3K
9.15K $1.43B
PEP
Pepsico Inc

Consumer Defensive
133
+ 1.83%
$128.02 - $151.37 $17K - $20.1K
7.4K $1B
Activity Summary
Buys All Purchases 103 New Holdings 11 Increased Positions 92 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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