Patrick M Sweeney & Associates, Inc Incresed Positions in Q2 2025

Patrick M Sweeney & Associates, Inc

  • $145 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
77
+ 0.74%
$354.56 - $497.45 $27.3K - $38.3K
10.5K $5.21B
BAC
Bank Of America Corp

Financial Services
714
+ 0.57%
$34.39 - $47.46 $24.6K - $33.9K
126K $6.18B
AVGO
Broadcom Inc.

Technology
196
+ 4.2%
$146.29 - $275.65 $28.7K - $54K
4.87K $1.34B
PFE
Pfizer Inc

Healthcare
21.1K
+ 18.39%
$21.59 - $24.84 $456K - $524K
136K $3.45B
ORCL
Oracle Corp

Technology
1
+ 0.02%
$122.82 - $218.63 $123 - $219
4.93K $1.17B
AMZN
Amazon Com Inc

Consumer Cyclical
243
+ 2.04%
$167.32 - $223.3 $40.7K - $54.3K
12.2K $2.71B
GOOG
Alphabet Inc.

Communication Services
131
+ 0.9%
$146.58 - $180.01 $19.2K - $23.6K
14.7K $2.66B
ETN
Eaton Corp PLC

Industrials
20
+ 0.58%
$246.52 - $356.99 $4.93K - $7.14K
3.5K $1.27B
GS
Goldman Sachs Group Inc

Financial Services
64
+ 4.45%
$462.22 - $707.75 $29.6K - $45.3K
1.5K $1.09B
CAT
Caterpillar Inc

Industrials
50
+ 1.34%
$273.94 - $388.21 $13.7K - $19.4K
3.79K $1.51B
BA
Boeing CO

Industrials
337
+ 9.22%
$136.59 - $217.51 $46K - $73.3K
3.99K $862M
URI
United Rentals, Inc.

Industrials
31
+ 2.79%
$551.94 - $753.4 $17.1K - $23.4K
1.14K $904M
VGT
Vanguard Information Technolog

ETFs
96
+ 8.87%
$470.37 - $663.28 $45.2K - $63.7K
1.18K $794M
CSX
Csx Corp

Industrials
1.94K
+ 6.04%
$26.69 - $32.91 $51.9K - $64K
34.1K $1.15B
DIS
Walt Disney CO

Communication Services
110
+ 1.52%
$81.72 - $124.01 $8.99K - $13.6K
7.35K $911M
SCHW
Schwab Charles Corp

Financial Services
110
+ 0.83%
$69.06 - $91.24 $7.6K - $10K
13.3K $1.22B
AMAT
Applied Materials Inc

Technology
170
+ 6.11%
$126.95 - $183.52 $21.6K - $31.2K
2.95K $564M
EMR
Emerson Electric CO

Industrials
1
+ 0.02%
$94.15 - $133.33 $94.2 - $133
5.25K $734M
HON
Honeywell International Inc

Industrials
25
+ 0.5%
$182.86 - $232.88 $4.57K - $5.82K
5.01K $1.21B
PNC
Pnc Financial Services Group, Inc.

Financial Services
372
+ 12.35%
$149.76 - $186.42 $55.7K - $69.3K
3.39K $665M
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 1.17%
$908.13 - $1056.85 $27.2K - $31.7K
2.59K $2.56B
AXP
American Express CO

Financial Services
205
+ 19.79%
$231.39 - $318.98 $47.4K - $65.4K
1.24K $407M
DE
Deere & CO

Industrials
26
+ 1.23%
$412.99 - $531.48 $10.7K - $13.8K
2.14K $1.12B
TSLA
Tesla, Inc.

Consumer Cyclical
64
+ 3.68%
$221.86 - $362.89 $14.2K - $23.2K
1.8K $568M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.01%
$81.79 - $99.98 $81.8 - $100
10.7K $1.06B
WFC
Wells Fargo & Company

Financial Services
556
+ 10.01%
$60.98 - $80.12 $33.9K - $44.5K
6.11K $511M
GOOGL
Alphabet Inc.

Communication Services
10
+ 0.25%
$144.7 - $178.6 $1.45K - $1.79K
4.06K $729M
NFLX
Netflix Inc

Communication Services
1
+ 0.38%
$855.86 - $1339.13 $856 - $1.34K
262 $340M
VIG
Vanguard Dividend Appreciation

ETFs
119
+ 2.99%
N/A
4.1K $852M
ADM
Archer Daniels Midland CO

Consumer Defensive
527
+ 8.54%
$41.79 - $54.16 $22K - $28.5K
6.7K $370M
CSCO
Cisco Systems, Inc.

Technology
120
+ 1.4%
$53.19 - $69.38 $6.38K - $8.33K
8.7K $603M
VB
Vanguard Small Cap ETF

ETFs
171
+ 11.75%
$193.73 - $237.37 $33.1K - $40.6K
1.63K $395M
V
Visa Inc.

Financial Services
33
+ 0.47%
$308.27 - $373.31 $10.2K - $12.3K
7.05K $2.53B
CMI
Cummins Inc

Industrials
102
+ 5.21%
$267.12 - $336.65 $27.2K - $34.3K
2.06K $684M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.79K
+ 17.72%
$24.32 - $27.87 $67.9K - $77.8K
18.5K $507M
TXN
Texas Instruments Inc

Technology
1
+ 0.06%
N/A
1.74K $375M
LHX
L3 Harris Technologies, Inc.

Industrials
40
+ 3.79%
$200.21 - $256.99 $8.01K - $10.3K
1.1K $280M
SYK
Stryker Corp

Healthcare
20
+ 0.9%
$337.37 - $395.63 $6.75K - $7.91K
2.24K $885M
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
PFF
Ishares Trust Ishares Pfd And

ETFs
881
+ 8.08%
$29.0 - $30.68 $25.5K - $27K
11.8K $365M
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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