Patrick M Sweeney & Associates, Inc Portfolio Holdings

Patrick M Sweeney & Associates, Inc

  • $155 Billion
  • Q3 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.05B
$371 Million 0.24% of portfolio
3,042
Q3 2025 Added 1.37%
$6.15B
$342 Million 0.22% of portfolio
6,016
Q3 2025 Added 0.02%
$4.41B
$298 Million 0.19% of portfolio
11,443
Q3 2025 Added 1.36%
$7.23B
$224 Million 0.14% of portfolio
3,553
Q3 2025 Reduced 0.34%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $155 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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