Patrick M Sweeney & Associates, Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 159 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Abbott Laboratories with a value of $9.96B, Apple Inc. with a value of $9.51B, Jpmorgan Chase & CO with a value of $7.55B, Bank Of America Corp with a value of $6.54B, and Abb Vie Inc. with a value of $6.14B.
Examining the 13F form we can see an increase of $9.32B in the current position value, from $145B to 155B.
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
$155 Billion
Healthcare: $35.8 Billion
Financial Services: $29.7 Billion
Technology: $23.7 Billion
Industrials: $21.9 Billion
ETFs: $12.2 Billion
Consumer Cyclical: $7.56 Billion
Consumer Defensive: $7.49 Billion
Communication Services: $7.31 Billion
Other: $7.91 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
