Patrick M Sweeney & Associates, Inc Reduced Holdings in Q2 2025

Patrick M Sweeney & Associates, Inc

  • $145 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-88
- 0.24%
$172.42 - $223.89 $15.2K - $19.7K
37.3K $7.96B
HLN
Haleon PLC

Healthcare
-30K
- 37.56%
$9.27 - $11.41 $278K - $342K
49.9K $511M
LLY
Eli Lilly & CO

Healthcare
-29
- 0.97%
$713.71 - $898.95 $20.7K - $26.1K
2.96K $2.31B
NVO
Novo Nordisk A S

Healthcare
-1.7K
- 15.24%
$58.08 - $81.05 $98.7K - $138K
9.46K $654M
DOW
Dow Inc.

Basic Materials
-179
- 1.7%
$25.81 - $34.89 $4.62K - $6.25K
10.3K $294M
AJG
Arthur J. Gallagher & Co.

Financial Services
-25
- 1.47%
$310.86 - $348.77 $7.77K - $8.72K
1.68K $533M
CVS
Cvs Health Corp

Healthcare
-545
- 1.54%
$60.04 - $70.18 $32.7K - $38.2K
34.8K $2.35B
WM
Waste Management Inc

Industrials
-12
- 0.13%
$216.47 - $242.1 $2.6K - $2.91K
9.22K $2.09B
SBUX
Starbucks Corp

Consumer Cyclical
-264
- 5.24%
$79.69 - $99.41 $21K - $26.2K
4.78K $451M
UPS
United Parcel Service Inc

Industrials
-114
- 2.31%
$91.92 - $110.2 $10.5K - $12.6K
4.82K $502M
DUK
Duke Energy Corp

Utilities
-10
- 0.52%
$112.46 - $124.05 $1.12K - $1.24K
1.93K $226M
KO
Coca Cola CO

Consumer Defensive
-92
- 1.02%
$68.37 - $73.9 $6.29K - $6.8K
8.89K $635M
AMT
American Tower Corp

Real Estate
-50
- 3.87%
$203.96 - $228.19 $10.2K - $11.4K
1.24K $275M
DD
Du Pont De Nemours, Inc.

Basic Materials
-8
- 0.26%
$55.13 - $75.25 $441 - $602
3.1K $228M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-40
- 1.58%
$109.83 - $131.67 $4.39K - $5.27K
2.49K $311M
NEE
Nextera Energy Inc

Utilities
-105
- 2.14%
$64.11 - $75.0 $6.73K - $7.88K
4.8K $354M
GLD
Spdr Gold Trust

ETFs
-18
- 2.02%
$273.71 - $316.29 $4.93K - $5.69K
872 $268M
ITW
Illinois Tool Works Inc

Industrials
-40
- 1.71%
$218.41 - $252.43 $8.74K - $10.1K
2.3K $593M
MA
Mastercard Inc

Financial Services
-14
- 1.23%
$479.92 - $590.74 $6.72K - $8.27K
1.13K $642M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-553
- 4.05%
$20.42 - $25.3 $11.3K - $14K
13.1K $342M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-455
- 3.36%
$22.27 - $29.21 $10.1K - $13.3K
13.1K $384M
VLO
Valero Energy Corp

Energy
-50
- 1.07%
$104.69 - $141.77 $5.23K - $7.09K
4.64K $670M
BX
Blackstone Inc.

Financial Services
-754
- 5.54%
$120.07 - $151.11 $90.5K - $114K
12.9K $1.99B
RTX
Raytheon Technologies Corp

Industrials
-9
- 0.12%
$113.75 - $148.48 $1.02K - $1.34K
7.67K $1.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
-12
- 0.61%
$496.48 - $617.85 $5.96K - $7.41K
1.96K $1.23B
ABT
Abbott Laboratories

Healthcare
-75
- 0.1%
$123.95 - $138.08 $9.3K - $10.4K
74.3K $9.99B
NVDA
Nvidia Corp

Technology
-12
- 0.23%
$94.31 - $157.99 $1.13K - $1.9K
5.14K $819M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 0.36%
$416.06 - $551.64 $5.82K - $7.72K
3.92K $2.18B
JPM
Jpmorgan Chase & CO

Financial Services
-12
- 0.05%
$210.28 - $289.91 $2.52K - $3.48K
23.9K $7.08B
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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