Sweeney & Michel, LLC Portfolio Holdings

Sweeney & Michel, LLC

  • $282 Billion
  • Q2 2025

Sweeney & Michel, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $282 Billion distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $25.1B, Ishares Core Dividend Growth E with a value of $24B, Ishares Core High Dividend ETF with a value of $17.7B, Apple Inc. with a value of $14.9B, and Ishares 0 5 Year High Yield CO with a value of $12.3B.

Examining the 13F form we can see an increase of $53B in the current position value, from $229B to 282B.

Sweeney & Michel, LLC is based out at Chico, CA

Below you can find more details about Sweeney & Michel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $282 Billion
ETFs: $149 Billion
Technology: $29.5 Billion
Financial Services: $28.2 Billion
Communication Services: $17.8 Billion
Healthcare: $10.1 Billion
Consumer Defensive: $8.71 Billion
Consumer Cyclical: $5.98 Billion
Energy: $5.17 Billion
Other: $7.77 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.1 Billion 8.93% of portfolio
184,265
Q2 2025 Added 2.93%
$0
$24 Billion 8.51% of portfolio
369,708
Q2 2025 Added 2.19%
$0
$17.7 Billion 6.29% of portfolio
147,755
Q2 2025 Added 4.25%
$4.36T
$14.9 Billion 5.28% of portfolio
70,456
Q2 2025 Reduced 1.21%
$0
$12.3 Billion 4.37% of portfolio
287,658
Q2 2025 Added 4.94%
$1.72T
$12.1 Billion 4.31% of portfolio
66,981
Q2 2025 Added 0.17%
$646B
$9.54 Billion 3.39% of portfolio
20,049
Q2 2025 Reduced 0.26%
Capital Group Dividend Growe
-
$9.14 Billion 3.24% of portfolio
-
Q2 2025 Added 1.24%
$0
$8.15 Billion 2.89% of portfolio
101,186
Q2 2025 Added 4.91%
$3.92T
$7.9 Billion 2.81% of portfolio
15,700
Q2 2025 Reduced 1.41%
$0
$6.24 Billion 2.22% of portfolio
103,948
Q2 2025 Added 0.44%
Capital Group International
-
$5.95 Billion 2.11% of portfolio
-
Q2 2025 Added 3.82%
$407B
$5.91 Billion 2.1% of portfolio
6,094
Q2 2025 Added 114.35%
$0
$5.46 Billion 1.94% of portfolio
61,524
Q2 2025 Added 1.62%
$1.41B
$5.34 Billion 1.9% of portfolio
125,913
Q2 2025 Added 1.4%
$494B
$5.3 Billion 1.88% of portfolio
33,765
Q2 2025 Reduced 2.2%
$0
$4.99 Billion 1.77% of portfolio
36,973
Q2 2025 Added 0.36%
$0
$4.41 Billion 1.57% of portfolio
82,997
Q2 2025 Added 2.74%
$164B
$4.07 Billion 1.44% of portfolio
97,699
Q2 2025 Reduced 1.06%
$506B
$3.25 Billion 1.16% of portfolio
19,722
Q2 2025 Added 5.02%
$2.27T
$3.06 Billion 1.09% of portfolio
13,578
Q2 2025 Added 0.7%
$58.6B
$2.74 Billion 0.97% of portfolio
98,554
Q2 2025 Added 2.77%
$115B
$2.57 Billion 0.91% of portfolio
23,580
Q2 2025 Added 10.63%
$0
$2.33 Billion 0.83% of portfolio
9,874
Q2 2025 Reduced 1.99%
$0
$2.02 Billion 0.72% of portfolio
18,368
Q2 2025 Added 123.92%
$0
$1.94 Billion 0.69% of portfolio
37,071
Q2 2025 Reduced 2.39%
$0
$1.95 Billion 0.69% of portfolio
29,790
Q2 2025 Added 5.78%
$403B
$1.93 Billion 0.69% of portfolio
10,036
Q2 2025 Added 1.64%
$0
$1.83 Billion 0.65% of portfolio
8,872
Q2 2025 Added 0.27%
$326B
$1.83 Billion 0.65% of portfolio
22,157
Q2 2025 Reduced 2.73%
$0
$1.66 Billion 0.59% of portfolio
17,933
Q2 2025 Reduced 0.82%
-
$1.5 Billion 0.53% of portfolio
-
Q2 2025 Reduced 1.05%
$426B
$1.49 Billion 0.53% of portfolio
31,945
Q2 2025 Reduced 6.98%
$0
$1.49 Billion 0.53% of portfolio
7,457
Q2 2025 Added 8.21%
$156B
$1.48 Billion 0.52% of portfolio
4,999
Q2 2025 Reduced 3.68%
$0
$1.41 Billion 0.5% of portfolio
9,308
Q2 2025 Added 0.68%
$0
$1.38 Billion 0.49% of portfolio
32,012
Q2 2025 Added 6.92%
$0
$1.39 Billion 0.49% of portfolio
43,419
Q2 2025 Added 2.28%
$0
$1.28 Billion 0.46% of portfolio
5,873
Q2 2025 Added 1.08%
$0
$1.26 Billion 0.45% of portfolio
4,912
Q2 2025 Added 0.16%
$0
$1.18 Billion 0.42% of portfolio
3,829
Q2 2025 Reduced 9.67%
$1.65T
$1.17 Billion 0.41% of portfolio
1,627
Q2 2025 Added 0.06%
$128B
$1.13 Billion 0.4% of portfolio
3,641
Q2 2025 Added 1.03%
$0
$1.12 Billion 0.4% of portfolio
12,487
Q2 2025 Reduced 5.03%
$382B
$1.09 Billion 0.39% of portfolio
7,663
Q2 2025 Added 0.59%
$259B
$1.1 Billion 0.39% of portfolio
15,162
Q2 2025 Reduced 2.75%
$105B
$1.04 Billion 0.37% of portfolio
6,414
Q2 2025 Reduced 4.5%
$1.39T
$1.01 Billion 0.36% of portfolio
3,234
Q2 2025 Added 10.49%
Fidelity Wise Origin Bitcoin
-
$1.02 Billion 0.36% of portfolio
-
Q2 2025 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $282 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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