Patrick M Sweeney & Associates, Inc Incresed Positions in Q3 2025

Patrick M Sweeney & Associates, Inc

  • $155 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
57
+ 0.15%
$202.38 - $256.87 $11.5K - $14.6K
37.3K $9.51B
ABBV
Abb Vie Inc.

Healthcare
30
+ 0.11%
$184.85 - $231.54 $5.55K - $6.95K
26.5K $6.14B
GOOG
Alphabet Inc.

Communication Services
130
+ 0.88%
$175.16 - $255.24 $22.8K - $33.2K
14.8K $3.61B
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.01%
$282.78 - $316.06 $848 - $948
23.9K $7.55B
BAC
Bank Of America Corp

Financial Services
382
+ 0.3%
$44.92 - $52.42 $17.2K - $20K
127K $6.54B
CVS
Cvs Health Corp

Healthcare
5
+ 0.01%
$58.75 - $76.5 $294 - $383
34.8K $2.62B
JNJ
Johnson & Johnson

Healthcare
4
+ 0.04%
$155.17 - $185.42 $621 - $742
9.15K $1.7B
GOOGL
Alphabet Inc.

Communication Services
25
+ 0.62%
$174.36 - $254.72 $4.36K - $6.37K
4.08K $993M
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 2.5%
$293.94 - $444.72 $13.2K - $20K
1.85K $821M
ORCL
Oracle Corp

Technology
1
+ 0.02%
$218.96 - $328.33 $219 - $328
4.93K $1.39B
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 0.26%
$546.99 - $602.2 $5.47K - $6.02K
3.93K $2.36B
MRK
Merck & Co., Inc.

Healthcare
14
+ 0.03%
$77.6 - $87.37 $1.09K - $1.22K
48.1K $4.04B
NVDA
Nvidia Corp

Technology
1
+ 0.02%
$153.3 - $186.58 $153 - $187
5.14K $960M
VLO
Valero Energy Corp

Energy
50
+ 1.08%
$131.77 - $175.63 $6.59K - $8.78K
4.69K $798M
VGT
Vanguard Information Technolog

ETFs
19
+ 1.61%
$656.44 - $753.15 $12.5K - $14.3K
1.2K $894M
GD
General Dynamics Corp

Industrials
20
+ 1.39%
$293.92 - $341.0 $5.88K - $6.82K
1.46K $498M
CSX
Csx Corp

Industrials
203
+ 0.59%
$32.05 - $36.52 $6.51K - $7.41K
34.4K $1.22B
ALL
Allstate Corp

Financial Services
60
+ 1.77%
$192.0 - $214.65 $11.5K - $12.9K
3.45K $740M
TMO
Thermo Fisher Scientific Inc.

Healthcare
14
+ 1.3%
$404.94 - $499.99 $5.67K - $7K
1.09K $529M
LHX
L3 Harris Technologies, Inc.

Industrials
30
+ 2.74%
$252.18 - $305.41 $7.57K - $9.16K
1.13K $344M
VIG
Vanguard Dividend Appreciation

ETFs
135
+ 3.29%
N/A
4.24K $914M
SCHW
Schwab Charles Corp

Financial Services
76
+ 0.57%
$91.03 - $98.69 $6.92K - $7.5K
13.4K $1.28B
LMT
Lockheed Martin Corp

Industrials
27
+ 2.22%
$410.74 - $499.21 $11.1K - $13.5K
1.24K $620M
WMT
Walmart Inc.

Consumer Defensive
71
+ 0.66%
$94.4 - $104.27 $6.7K - $7.4K
10.8K $1.12B
MDT
Medtronic PLC

Healthcare
80
+ 1.12%
$87.67 - $95.74 $7.01K - $7.66K
7.23K $689M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.1K
+ 11.32%
$26.38 - $27.95 $55.4K - $58.7K
20.6K $563M
SCHA
Schwab Strategic Tr Us Small C

ETFs
996
+ 7.6%
$25.29 - $28.33 $25.2K - $28.2K
14.1K $393M
AMAT
Applied Materials Inc

Technology
52
+ 1.76%
$156.25 - $204.95 $8.13K - $10.7K
3.01K $615M
ETN
Eaton Corp PLC

Industrials
15
+ 0.43%
$342.99 - $392.76 $5.14K - $5.89K
3.51K $1.31B
SCHG
Schwab Strategic Tr Us Large C

ETFs
465
+ 3.56%
$28.92 - $32.19 $13.4K - $15K
13.5K $432M
PNC
Pnc Financial Services Group, Inc.

Financial Services
147
+ 4.34%
$185.88 - $207.44 $27.3K - $30.5K
3.53K $710M
BP
Bp PLC

Energy
510
+ 6.99%
$30.25 - $35.69 $15.4K - $18.2K
7.81K $269M
CVX
Chevron Corp

Energy
107
+ 2.94%
$145.57 - $161.83 $15.6K - $17.3K
3.74K $581M
WEC
Wec Energy Group, Inc.

Utilities
121
+ 4.48%
$103.66 - $114.59 $12.5K - $13.9K
2.82K $324M
ES
Eversource Energy

Utilities
197
+ 4.85%
$62.86 - $71.14 $12.4K - $14K
4.26K $303M
AXP
American Express CO

Financial Services
98
+ 7.9%
$294.27 - $342.31 $28.8K - $33.5K
1.34K $445M
ADM
Archer Daniels Midland CO

Consumer Defensive
122
+ 1.82%
$53.54 - $64.21 $6.53K - $7.83K
6.82K $407M
PFE
Pfizer Inc

Healthcare
878
+ 0.65%
$23.29 - $25.88 $20.4K - $22.7K
137K $3.49B
DD
Du Pont De Nemours, Inc.

Basic Materials
250
+ 8.07%
$69.9 - $78.26 $17.5K - $19.6K
3.35K $261M
DUK
Duke Energy Corp

Utilities
161
+ 8.35%
$116.31 - $125.93 $18.7K - $20.3K
2.09K $259M
META
Meta Platforms, Inc.

Communication Services
9
+ 0.58%
$695.21 - $791.73 $6.26K - $7.13K
1.55K $1.14B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
601
+ 5.27%
$28.15 - $30.13 $16.9K - $18.1K
12K $356M
PSX
Phillips 66

Energy
47
+ 1.99%
$118.37 - $139.46 $5.56K - $6.55K
2.41K $327M
SYY
Sysco Corp

Consumer Defensive
90
+ 2.82%
$76.33 - $82.51 $6.87K - $7.43K
3.28K $270M
MMM
3 M CO

Industrials
75
+ 1.42%
$144.41 - $160.2 $10.8K - $12K
5.37K $834M
VB
Vanguard Small Cap ETF

ETFs
20
+ 1.23%
$237.58 - $259.17 $4.75K - $5.18K
1.65K $418M
WFC
Wells Fargo & Company

Financial Services
257
+ 4.2%
$77.05 - $85.16 $19.8K - $21.9K
6.37K $534M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
20
+ 2.33%
$435.72 - $463.74 $8.71K - $9.27K
878 $407M
JEPI
J P Morgan Exchange Traded Fd

ETFs
356
+ 6.33%
$55.61 - $57.37 $19.8K - $20.4K
5.98K $342M
Activity Summary
Buys All Purchases 104 New Holdings 6 Increased Positions 98 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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