Patrick M Sweeney & Associates, Inc Incresed Positions in Q3 2024

Patrick M Sweeney & Associates, Inc

  • $136 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2
+ 0.01%
$207.23 - $234.82 $414 - $470
38.1K $8.87B
ABT
Abbott Laboratories

Healthcare
167
+ 0.22%
$100.07 - $118.13 $16.7K - $19.7K
74.4K $8.49B
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.0%
$163.84 - $199.33 $164 - $199
26.5K $5.23B
HD
Home Depot, Inc.

Consumer Cyclical
136
+ 4.03%
$333.64 - $405.2 $45.4K - $55.1K
3.51K $1.42B
CAT
Caterpillar Inc

Industrials
46
+ 1.24%
$316.8 - $391.12 $14.6K - $18K
3.76K $1.47B
JPM
Jpmorgan Chase & CO

Financial Services
59
+ 0.25%
$194.9 - $224.8 $11.5K - $13.3K
24.1K $5.07B
UNH
Unitedhealth Group Inc

Healthcare
96
+ 4.82%
$488.01 - $604.18 $46.8K - $58K
2.09K $1.22B
MCD
Mcdonalds Corp

Consumer Cyclical
154
+ 4.65%
$245.82 - $304.51 $37.9K - $46.9K
3.47K $1.06B
MMM
3 M CO

Industrials
227
+ 4.64%
$99.69 - $139.42 $22.6K - $31.6K
5.12K $700M
PFE
Pfizer Inc

Healthcare
5.22K
+ 12.37%
$27.7 - $31.39 $144K - $164K
47.4K $1.37B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.09%
$405.19 - $478.57 $1.22K - $1.44K
3.46K $1.59B
NVDA
Nvidia Corp

Technology
1.48K
+ 27.8%
$98.91 - $134.91 $147K - $200K
6.81K $827M
JNJ
Johnson & Johnson

Healthcare
103
+ 1.16%
$145.48 - $167.38 $15K - $17.2K
8.99K $1.46B
META
Meta Platforms, Inc.

Communication Services
108
+ 7.89%
$453.41 - $572.44 $49K - $61.8K
1.48K $845M
ORCL
Oracle Corp

Technology
41
+ 0.85%
$125.9 - $170.35 $5.16K - $6.98K
4.89K $834M
VIG
Vanguard Dividend Appreciation

ETFs
486
+ 14.75%
$182.15 - $182.15 $88.5K - $88.5K
3.78K $749M
LMT
Lockheed Martin Corp

Industrials
20
+ 1.74%
$460.3 - $584.56 $9.21K - $11.7K
1.17K $682M
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 1.95%
$801.83 - $917.05 $40.1K - $45.9K
2.62K $2.32B
PNC
Pnc Financial Services Group, Inc.

Financial Services
270
+ 10.11%
$156.14 - $187.2 $42.2K - $50.5K
2.94K $544M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.11K
+ 29.45%
$77.02 - $85.06 $85.4K - $94.3K
4.88K $412M
UNP
Union Pacific Corp

Industrials
98
+ 1.91%
$221.78 - $256.09 $21.7K - $25.1K
5.24K $1.29B
DE
Deere & CO

Industrials
96
+ 4.81%
$344.84 - $418.0 $33.1K - $40.1K
2.09K $872M
V
Visa Inc.

Financial Services
113
+ 1.64%
$253.74 - $291.56 $28.7K - $32.9K
7.02K $1.93B
ACN
Accenture PLC

Technology
92
+ 5.02%
$295.44 - $355.81 $27.2K - $32.7K
1.92K $680M
KO
Coca Cola CO

Consumer Defensive
717
+ 8.68%
$62.69 - $73.01 $44.9K - $52.3K
8.98K $645M
PSA
Public Storage

Real Estate
130
+ 14.3%
$283.13 - $365.01 $36.8K - $47.5K
1.04K $378M
CB
Chubb LTD

Financial Services
190
+ 10.5%
$252.51 - $292.2 $48K - $55.5K
2K $576M
SBUX
Starbucks Corp

Consumer Cyclical
155
+ 3.18%
$72.51 - $98.6 $11.2K - $15.3K
5.04K $491M
ALL
Allstate Corp

Financial Services
51
+ 1.53%
$158.43 - $192.86 $8.08K - $9.84K
3.39K $642M
MDT
Medtronic PLC

Healthcare
444
+ 7.33%
$76.84 - $91.03 $34.1K - $40.4K
6.5K $585M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.44K
+ 22.71%
$31.18 - $33.5 $76.1K - $81.7K
13.2K $438M
GS
Goldman Sachs Group Inc

Financial Services
94
+ 6.7%
$459.02 - $510.25 $43.1K - $48K
1.5K $741M
TRV
Travelers Companies, Inc.

Financial Services
179
+ 9.97%
$201.87 - $242.35 $36.1K - $43.4K
1.97K $462M
QQQ
Invesco Qqq Trust, Series 1

ETFs
117
+ 3.07%
$434.77 - $502.96 $50.9K - $58.8K
3.93K $1.92B
CSX
Csx Corp

Industrials
1.68K
+ 5.65%
$32.48 - $35.45 $54.7K - $59.7K
31.5K $1.09B
CMI
Cummins Inc

Industrials
13
+ 0.66%
$266.63 - $326.4 $3.47K - $4.24K
1.97K $638M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.38K
+ 27.76%
$46.9 - $51.96 $64.5K - $71.4K
6.33K $326M
NOC
Northrop Grumman Corp

Industrials
9
+ 1.04%
$423.73 - $533.14 $3.81K - $4.8K
878 $464M
GD
General Dynamics Corp

Industrials
233
+ 21.42%
$279.51 - $308.09 $65.1K - $71.8K
1.32K $399M
INGR
Ingredion Inc

Consumer Defensive
185
+ 7.33%
$111.98 - $137.59 $20.7K - $25.5K
2.71K $372M
MA
Mastercard Inc

Financial Services
37
+ 3.39%
$429.6 - $500.99 $15.9K - $18.5K
1.13K $558M
NEE
Nextera Energy Inc

Utilities
111
+ 2.29%
$69.9 - $84.97 $7.76K - $9.43K
4.95K $418M
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 1.26%
$531.86 - $624.21 $6.91K - $8.11K
1.04K $646M
CRM
Salesforce, Inc.

Technology
198
+ 17.46%
$238.42 - $276.53 $47.2K - $54.8K
1.33K $365M
CSCO
Cisco Systems, Inc.

Technology
530
+ 6.59%
$44.74 - $53.22 $23.7K - $28.2K
8.58K $456M
SPY
Spdr S&P 500 ETF Trust

ETFs
26
+ 1.3%
$517.38 - $573.86 $13.5K - $14.9K
2.03K $1.16B
JEPI
J P Morgan Exchange Traded Fd

ETFs
829
+ 16.12%
$54.98 - $59.51 $45.6K - $49.3K
5.97K $355M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
557
+ 18.52%
$75.47 - $83.18 $42K - $46.3K
3.56K $296M
AMT
American Tower Corp

Real Estate
102
+ 8.33%
$192.27 - $242.73 $19.6K - $24.8K
1.33K $309M
Activity Summary
Buys All Purchases 114 New Holdings 12 Increased Positions 102 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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