Patrick M Sweeney & Associates, Inc Portfolio Holdings

Patrick M Sweeney & Associates, Inc

  • $134 Billion
  • Q1 2025

Patrick M Sweeney & Associates, Inc has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abbott Laboratories with a value of $9.87B, Apple Inc. with a value of $8.3B, Jpmorgan Chase & CO with a value of $5.87B, Abb Vie Inc. with a value of $5.55B, and Bank Of America Corp with a value of $5.24B.

Examining the 13F form we can see an increase of $384M in the current position value, from $133B to 134B.

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 $134 Billion
Healthcare: $35.4 Billion
Financial Services: $25.6 Billion
Industrials: $18.8 Billion
Technology: $18 Billion
ETFs: $9.21 Billion
Consumer Defensive: $7.68 Billion
Consumer Cyclical: $6.33 Billion
Communication Services: $5.14 Billion
Other: $6.97 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $134 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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