Sweeney & Michel, LLC Purchases and Sells in Q1 2025

Sweeney & Michel, LLC

$229 Billion
Q1 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHYG	38.4K + 16.3%	$42.38 - $43.28 $1.63M - $1.66M	274K $11.2B
IGSB	10.9K + 40.32%	$51.52 - $52.35 $562K - $571K	38K $1.97B
VCIT	3.23K + 65.19%	$79.17 - $82.04 $256K - $265K	8.19K $654M
TSLA	809 + 38.2%	$222.15 - $428.22 $180K - $346K	2.93K $649M
FIDELITY WISE ORIGIN BITCOIN	1.29K + 15.17%	N/A	9.79K $656M
VYMI	11.1K + 13.04%	$67.08 - $76.14 $746K - $847K	96.5K $6.35B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	8.2K New	$110.11 - $110.51 $903K - $907K	8.2K $904M
BLACKROCK ETF TRUST II	8.02K New	N/A	8.02K $401M
QUAL	2.49K New	$168.16 - $186.21 $418K - $463K	2.49K $379M
FSMD	10.8K New	$38.04 - $43.22 $411K - $467K	10.8K $374M
SGOV	3.06K New	$100.34 - $100.68 $307K - $308K	3.06K $307M
VLUE	2.14K New	$104.89 - $113.56 $225K - $243K	2.14K $200M

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-892 - 1.24%	$209.68 - $247.1 $187K - $220K	71.3K $12.3B
TCBK	-13.4K - 9.76%	$39.87 - $45.12 $535K - $606K	124K $4.49B
VIGI	-5.63K - 8.5%	$78.97 - $85.82 $444K - $483K	60.5K $4.56B
MSFT	-65 - 0.41%	$375.39 - $447.2 $24.4K - $29.1K	15.9K $5.65B
CAPITAL GROUP DIVIDEND GROWE	-7.17K - 2.62%	N/A	267K $7.48B
XT	-7.66K - 21.38%	$57.93 - $64.0 $444K - $490K	28.2K $1.4B

Activity Summary All Purchases 66 New Holdings 6 Increased Positions 60 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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