Patrick M Sweeney & Associates, Inc Portfolio Holdings

Patrick M Sweeney & Associates, Inc

  • $124 Billion
  • Q2 2024

Patrick M Sweeney & Associates, Inc has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.02B, Abbott Laboratories with a value of $7.72B, Merck & Co., Inc. with a value of $5.85B, Bank Of America Corp with a value of $5.12B, and Jpmorgan Chase & CO with a value of $4.85B.

Examining the 13F form we can see an increase of $2.08B in the current position value, from $122B to 124B.

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 $124 Billion
Healthcare: $33.7 Billion
Financial Services: $21.1 Billion
Technology: $19 Billion
Industrials: $17.5 Billion
ETFs: $8.01 Billion
Consumer Defensive: $7.17 Billion
Consumer Cyclical: $5.61 Billion
Communication Services: $5.34 Billion
Other: $5.53 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $124 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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