Patrick M Sweeney & Associates, Inc has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.87B, Abbott Laboratories with a value of $8.49B, Merck & Co., Inc. with a value of $5.43B, Abb Vie Inc. with a value of $5.23B, and Jpmorgan Chase & CO with a value of $5.07B.
Examining the 13F form we can see an increase of $12.4B in the current position value, from $124B to 136B.
Patrick M Sweeney & Associates, Inc is based out at Libertyville, IL
Below you can find more details about Patrick M Sweeney & Associates, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$136 Billion
Healthcare: $36 Billion
Financial Services: $23 Billion
Technology: $20.2 Billion
Industrials: $19.5 Billion
ETFs: $9.51 Billion
Consumer Defensive: $7.86 Billion
Consumer Cyclical: $6.64 Billion
Communication Services: $5.34 Billion
Other: $7.29 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
